Workflow Management

Business Operations | Workflow Management

How 10 Companies Used Digital Transformation to Improve Workflow with GoCanvas

Posted on August 17, 2022September 25, 2024 by Danny Kanev

How 10 Companies Used Digital Transformation to Improve Workflow with GoCanvas

Businesses everywhere want to know how they can save time and money. Today, the internet is full of stories about how going paperless is great for business. It cuts down the cost of paper, ink, printing supplies, and the shocking cost of storage.Digitizing business processes is one way to achieve this goal—and it’s something that more and more companies are doing. Here are 10 use cases about businesses that have undergone digital transformations to improve their workflows with GoCanvas:

1. The Austin Company: Streamlined Inspection Time Through Digital Solutions

The Austin Company, a US-based international firm, offers architectural, engineering, design-build, and construction management services. The company has a rich history, with more than 135 years of experience in serving clients in diverse industries. Their dedication to both to safety and quality has led to rigorous inspections.

However, paper forms were making inspections go longer, creating room for human error, and making document management a pain. It also took more time for the inspections to reach the office because forms had to be mailed, returning days later.

Today, they have optimized their inspection time by having employees fill out their inspections on smartphones and tablets. Charlie Engel, Austin’s Director of QA/QC, finds inspections today taking only 15 minutes. By implementing paperless solutions, inspectors spend less time on forms, and more time creating lasting projects.

2. Sabi Sand Wildtuin: All Information in One Digital Technology Database

Sabi Sand Wildtuin is a private game reserve in South Africa. Like many other reserves and national parks, they have struggled with illegal rhino poaching. In 2013 1,004 rhinos were illegally killed. As demand for rhino horn rises in South Asia, it’s become harder and harder to protect these endangered animals.

Sabi Sand was trying to track rhino poaching on their reserves. However, using a clipboard, pen, and paper was causing additional problems. It was difficult to map out where poaching was occurring, time-consuming to transfer to their database, and too slow to match the poachers’ attacks on their reserve.

Sabi Sand became part of the GoCanvas Ante-Up program, where GoCanvas donates our product to non-profits. We gave Sabi Sand 17 Android devices and a free GoCanvas subscription to help their paperless transition. Today, they can easily capture photos and document the location where they find poacher’s tracks as well as where the rhinos are being killed with the help of one digital technology database. With all the documentation available immediately in the cloud, Sabi Sand can see where there are weak points in their reserve and how to protect their rhino population that same day.

3. Plumbing Doctors: Saved $40,000 Digitizing Administrative Forms

Newcastle-based Plumbing Doctors were finding administrative complications with paper. They were scheduling jobs for their 11 plumbers. While some jobs were scheduled in advance, emergencies would also come up, requiring immediate attention. On top of that, each job required four different forms to be filled out. Not only did this document management process make each job take longer, but it also required more work back at the office.

The Plumbing Doctor’s team has ditched paper for a more effective digital transformation strategy, mobile apps. They focus on responding to emergencies and growing their business instead of paperwork. As a result, their team has been more efficient,and they’ve found real cost savings as well. “We’ve saved around $40,000 on employing an admin officer.” Managing Director Joe Evers said, “We control our business with only three full-time office staff which is unheard of in the industry.”

4. Smile Bright Dental: Improved Business Operations by Going Totally Paperless

Smile Bright Dental is a dental practice in an outer suburb of Brisbane, Australia. Looking to not only cut their carbon footprint but also their costs, they looked for a mobile app to help take down client information, and skip paper entirely.

They found GoCanvas, “it was extremely easy to set up all the forms” Stacey Sinclair, Office Manager of Smile Bright Dental said. Any updates as well are easy to share with the entire office. “It automatically syncs with all of the iPads in the practice so everyone in the practice is using the exact same forms.” Stacey said.

Going paperless has also allowed them to improve business operations and enhance the customer experience in new ways. When they had a rise in Korean patients, they were able to create forms in both English and Korean. Now patients don’t have to struggle to understand consent forms or medical history questionnaires. Not only has this put their patients at ease, but ensured more accurate information to help their clients in the long run.

5. Fire & Safety Commodities: Saved Time with Digital Inspection Forms

Fire & Safety Commodities has been serving New Orleans since 1979. They install 22 new fire suppression systems each month for local restaurants and auto repair shops. They also provide fire inspection services to ensure that equipment is operating properly and will perform as required in an emergency.

Fire inspections can take a long time if you’re doing them on paper. They are also prone to errors, illegible handwriting, blank fields, damage, and can easily be lost altogether in the filing cabinets. These errors were costing Fire & Safety time away from customers.

By going paperless and investing in new technologies, they were able to speed up inspections in real time and make them more accurate. With checkboxes and drop-down lists, an inspector can move quickly through an inspection. Pictures can be inserted as necessary along with electronic signatures. An iPhone takes up a lot less space than a big clipboard filled with blank forms.

Afterward, the completed inspections are sent automatically back to the office via a PDF document attached to an email. Clients can be invoiced sooner and payment is collected sooner. Today, Fire & Safety are not only freed from paperwork but also to spend more time doing what they do best: preventing fires.

6. Cool Frog: Save Time and Money with Digital Maintenance Format

Cool Frog is an air conditioning company based in St. Augustine, Florida. Starting during the recession, Cool Frog wanted to use technology to keep its overhead costs low. They transformed their maintenance form into a mobile app. This switch made it easier to organize their forms with cloud computing, but also to reach out to customers.

Before, one of their most difficult marketing tasks was collecting emails. With GoCanvas they, “never had a customer refuse to give their email address.” Not only did going paperless cut overhead costs, but it also solved their marketing issue as well!

7. Triumvirate Environmental: Improved Data Analytics

Triumvirate Environmental is a leading provider of waste management, field services, and technical services to a variety of industries in New England. They help their clients reduce waste and save money. But they found themselves struggling, their safety programs were cumbersome and not fully utilized.

The problem wasn’t their program, it was paper. Today with the help of going paperless, Triumvirate has been able to improve data analytics by deliveringfuller site audits and performing site assessments with mobile apps. They’ve set up over 200 employees with GoCanvas. More than faster audits and easier organization, Jeff Fontas at Triumvirate explains,

“Through GoCanvas, we now have a direct way of submitting and retrieving our data, parsing it, and acting on it when it provides us with new opportunities. We didn’t have that before; we were missing the narrative our forms were presenting us. Today we use that narrative to guide our operation.”

8. Sonoma Valley Pool and Spa: Upgraded Customer Satisfaction

Sonoma Valley Pool and Spa offers premium pool services and repairs to the heart of America’s wine country: Sonoma, California. Each weekly visit requires chemical testing and maintenance of the pool. In the past, all of their service notifications were filled out by hand. Saul Rozema, the owner of Sonoma Valley Pool and Spa, decided that just writing this information wasn’t enough. The tags that were left could easily get lost. In addition, clients would often inquire about the services provided.

Today, Sonoma Valley Pool and Spa has moved from paper receipts to digital service tags. Saul, has found going paperless to be a huge differentiator in exceeding customer expectations. “One of my biggest selling points,” Saul said, “is the digital service tag.” His customers love getting his emails with visuals. “Some look forward to it every week.” With a mobile app, he can easily add photographs to his reports, making it easier for customers to understand work done or any repairs needed. This means less time on the phone and more time doing billable work.

Today, Sonoma Valley Pool & Spa’s paperless reputation has grown to the point of having a waiting list of eager customers! “We’re not even in the Yellow Pages anymore.” Saul said, “It’s just our reputation and our website.”

9. Fulmax: Utilized User-Friendly and Customer-Centric Mobile Platforms

Fulmax provides pest control services in Monterrey, Mexico. With almost 600 services performed each month, Fulmax was becoming bogged down in paper. Fulmax employees tracked information such as the location of pests, what work was done, and when the work was performed, collecting this on paper.

With carbon copy triplicates, every copy became “more difficult to read and easy to lose” Gabriel Martinez, the owner of Fulmax said. This meant that customers would struggle to understand their reports. Worse, paper forms were slow, causing billing to take longer.

Fulmax ditched paper for mobile apps in January of 2013 to become more user-friendly and customer-centric. Today, their field workers get pre-populated work orders on their smartphones and tablets. No longer do they have to drive between the office and clients’ locations. His workers can do more jobs in a day and focus on the customers, while the billing office sends out paperless invoices more quickly, no longer having to transcribe forms into their database.

Like Sonoma Valley Pool and Spa, Fulmax finds being paperless a major differentiator. “We’re different here” Gabriel notes, “nobody else uses these systems.” We’ve been able to enhance customer needs, clients notice the difference immediately. No longer do they have to squint at pink or yellow forms. They receive clear and concise reports immediately in their inbox. In the end, everyone benefits!

10. R&R Electric Inc: Digital Transformation Initiatives for Data Collection and Filing Forms

R&R Electric Inc. is a small electrical company in Florida. They have provided commercial, and residential services for 25 years and are committed to providing great services at affordable prices.

Regardless of the excellent service, paper forms were costing their business both time and money. Work and service orders took weeks to return to the office, extending their sales cycle. They found themselves having to remember information from memory, or spend extra time chasing down forms in their system.

R&R Electric Inc. saw the benefits of digital transformation initiatives and transitioning to paperless solutions. Their technicians began filling out work and service orders on iPads. Instead of days or weeks before forms returned, all of their forms were made available immediately in the cloud. They can now email customers work orders right after the work is finished.

Filling out forms has also become faster for their technicians. They now use reference data analytics to pre-populate value lists, making it faster to fill out. They also set up formulas inside the app. Now the technicians simply enter the work done, and the app calculates the job’s price. Not only is it faster, but it has reduced errors in job pricing. While initially skeptical, R&R Electric Inc. are believers in paperless business. “It’s the only way to go!” Roger Wortman of R&R Electric Inc. said, “It takes very little time to implement and makes the business far more efficient.”

Streamline Your Business and Save Money with a Digital Transformation

All of these case studies are perfect examples of digital transformation and what it can do for your business. Creating a digital transformation roadmap will propel your business goals. The automation of business processes and workflows will save time, reduce costs, and enhance the customer journey. All while freeing up your team members to focus on developing your product or service.These are just some of the many companies saving thousands of dollars this year by switching to mobile apps.Sign up for GoCanvas free today.

About GoCanvas

Since 2008, thousands of companies have chosen GoCanvas as their go-to partner for seamless field operations.

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Partner Snapshot: Forte Supply Chain Solutions

Explore how Forte Supply Chain Solutions partnered with GoCanvas, combining in-house industry expertise with our white-label mobile forms to revolutionize their processes.

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GoCanvas Integrations: Streamline your Workflow

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GoCanvas and Linxup: Fleet Management Made Easy

Posted on July 13, 2022October 8, 2024 by Danny Kanev

GoCanvas and Linxup: Fleet Management Made Easy

Workflow Management

What if we told you fleet management could be faster, easier, and more accurate?

Better Together

GoCanvas and Linxup are excited to announce a new partnership, offering new and existing customers a comprehensive fleet and asset management solution.

Using the combined power of GoCanvas’ mobile data collection and Linxup’s fleet management solutions, companies will have access to an unparalleled, real-time view of field operations.

How It Works

GoCanvas’ easy-to-use, customizable workflow empowers companies to capture the data they need when they need it. Organizations save time and money sharing information from the field in real-time with tailor-made forms like:

asset and inventory documentation
daily vehicle inspection reports, and
proof of delivery

With the paperwork taken care of, Linxup offers multiple options to further support fleet and asset management. Linxup’s hardware includes tracking devices, temperature sensors, and dash cams, all supported by a robust SaaS platform.

By using GoCanvas and Linxup together, companies can:

Automate workflow
Deliver real-time field information
Meet regulatory requirements
Eliminate manual paperwork
Improve communication
Speed up processes

About GoCanvas

GoCanvas makes mobile data collection simple and fast, connecting your fleet workers in the field to the office in real-time.

No more lost or incomplete forms. No more piles of chicken-scratch paperwork waiting for data entry. No more waiting for critical information to reach the right people.

About Linxup

Want to know where it is, where it’s going, or how it’s getting there?

Linxup’s total vehicle and asset-tracking solution deliver robust location-based solutions, giving businesses the tools they need to improve fleet management, increase productivity, and reduce operating costs.

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About GoCanvas

Since 2008, thousands of companies have chosen GoCanvas as their go-to partner for seamless field operations.

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Field Operations | Task and Issue Management | Workflow Management

A Guide to Stop Work Orders for Contractors

Posted on December 10, 2021October 8, 2024 by Danny Kanev

A Guide to Stop Work Orders for Contractors

Dealing with paper-thin margins and tight schedules is not the only nightmare for a contractor on a project. A minor violation of the building code can force a stop work order, leading to extended timelines, expensive penalties, and more customer frustrations. This article covers what you should know about stop work orders and we share how easy-to-use construction jobsite management software can better manage contracts and work orders.

What Is a Stop Work Order in Construction?

A stop work order (SWO) is a legally binding instruction given to a contractor, asking them to suspend all work on a project. The order may be given by word of mouth, but it’s only enforceable when confirmed in writing. Stop work orders may apply in any project with a written contract, but they’re more common in the construction industry. When issued, the contractor should cease all project-related activities immediately.

What Are Common Reasons for a Stop Work Order?

When a project fails to comply with the building code, the authorities can issue a stop work order. The orders also help to solve payment disputes, and they can help reduce the extent of damage in breach of contract. Here are more reasons why you would get served with one:

Failure to comply with workers’ compensation regulations
Using unlicensed contractors
Violating environmental protection laws or use of hazardous materials at the construction site
Failure to follow the Occupational Health and Safety Act
Any other activity considered illegal according to the regulations

Who Can Issue a Stop Work Order?

The authorities and anyone who’s part of the contract can request a stoppage. Government agencies will recommend a work stoppage for noncompliance with the regulations. Sometimes a project may move according to plan, but the requirements change midway, forcing modifications that might need government approval. A stop work order can also help when a client or contractor disputes when one party changes the agreed terms and substantially alters the final product. Workers can also ask for suspension of operations to resolve a payment dispute.

What’s Included in a Stop Work Order?

A stop work order will describe everything that needs to be suspended and provide clear instructions on fixing it. Here is what you can expect to find in the document:

Details of the activities suspended. It could be a section of the works or the entire project.
Clear instructions on the corrections needed. For example, the authorities can order a contractor to obtain a permit for renovation work before continuing with the project.
- Resolution: The SWO should provide the steps for work resumption should the contractor make corrections that meet the requirements.
- Termination: If it seems like no amount of rectifying will resolve the problem, like when the project owner and contractor have irreconcilable differences, the stop order should outline the steps for termination.
The SWO should also explain the penalties for non-compliance. They could include consequences like prosecution, civil fines, termination of the contract, and others.

What Types of Stop Work Orders Exist?

Not all stop work orders require you to abandon the construction site completely. The authorities might issue a full or partial stoppage depending on the potential impact of the issue at hand.

In partial SWO, you will halt some activities and continue with the rest of the work. For example, a partial PWA can be issued to make you address the safety issues of a section of your construction as you continue working on other sites.
A full SWO stops the entire operation. It’s usually used when it’s found that you need to address serious issues affecting your entire project, like a change in technical specifications or non-compliance with regulations.

What Should You Do When You Receive One?

A stop work order may cause unnecessary delays and possible prison time for legal noncompliance. You also don’t want to spend your time fighting legal battles for money that could have been more useful in your project.

Here’s what you need to do when you get an order to halt operations:

Stop working immediately, or you could face serious penalties from the authorities.
Contact the issuing authority to seek further clarification if you need to.
Review the issues raised to confirm any violations. Contact your lawyer if you feel the order was raised unfairly.
Determine the cost and extent of the work needed to make corrections. You can decide whether termination makes more sense than continuing the project.
Create a work plan and fix the issues.
Start the process of having the order by requesting an inspection of the work done. Sometimes the SWOs are lifted by the expiration of time.
Pay the fines if you have to and resume your project.

What Are the Penalties for Not Following a Stop Work Order?

You should brace yourself for heavy fines and penalties from the authorities if you decide to ignore a stop work order for noncompliance. Across many states in the US, civil penalties start to accumulate from the first day you violate the SWO, building up to a hefty sum that you might struggle to pay. Noncompliance may also bring criminal charges, not forgetting the time spent sitting in courts or dispute resolution sessions.

What is an Example of a Stop Work Order?

A stop work order will be very specific to the violations in your project. State departments and city authorities can issue stop orders for many reasons. For example:

Failure to Comply With City Zoning Regulations

Unsafe activities at a job site, for example, a tunneling project with extremely loose soil above ground
Extreme modifications going against what was previously approved for a project

A project owner who wishes to have similar powers to halt operations should ensure that they include a stop work order clause in the contract.

How Do You Resume Work?

Stop work orders are costly to the project, and contractors should prioritize resuming normal operations as fast as possible. Work may start again when the order is canceled, expires, or the authorities send a written notice to continue working.

Here’s what you need to do if you want to lift the order quickly:

Handle the corrections immediately. The best solution is to clean up your mess as soon as possible to avoid penalties and further delays.
Request for re-inspection from the issuing authority. It’s going to be thorough, so ensure that you’ve done a pretty neat job this time.
Pay the applicable fines.

Preventing Stop Work Orders From Disrupting Your Construction

Running a construction project is a tough job, and it would be regrettable if a stoppage should get in the way of meeting your schedules. It is always a good idea to comply with all the building codes and environmental regulations in your area. Try to maintain good relations with all of the stakeholders in your project.

Ensure that you document everything, and it might help in your defense should you run into legal troubles. However, all this is easier said than done, and you may benefit from having construction management software to keep up with all the requirements.

What is Construction Management Software?

Construction management software is designed to integrate with different aspects of construction work like contract management, threat analysis, stock management, cost management, client management, task management, and much more.

Construction management software can help contractors at different levels to keep tabs on every part of the project, helping them with compliance, avoiding contract disputes, and curbing illegal or substandard work.

Benefits Managing Construction Contracts and Work Orders With Software

As a contractor or project manager, you will have a much easier time navigating SWO-related issues when you have software to help manage work orders, contracts, inspections, and similar workflows between the field and office.

For example, you will have all your contracts in one place where they’re easily accessible, and you can track and avoid changes that might cause a stop work order. Here are some of the benefits of using software for construction:

Planning. It’s much easier to staff your project and equip them with the right tools when you have effective planning software. Having the right people doing the work with equipment that serves them sufficiently lowers the chances of doing substandard work and accidental injuries caused by insufficient tools.
Communication. Effective stakeholder engagement is one of the most critical roles for any project manager. However, poor communication is one of the biggest hindrances, and it causes many contractual disputes. The major challenge is how to process the tons of information coming in from different sections and share it effectively with the owners, the workers, and the authorities. The software provides timely alerts and useful communication tools like reports and analytics that you share with the stakeholders as needed.
Documentation. Imagine being unable to trace your safety reports or having a hard time accessing your building permits. Document management can be one of the hardest things to do, and software keeps everything in one place so you can focus on your deadlines instead of paperwork.
Safety. Incorporating software into your construction project brings more awareness to safety-related issues. They can help you identify possible risks and plan for safety guidelines to minimize worksite injuries and stop work orders.
Monitoring. Construction management software gives you more eyes over the project, making it easy to keep everyone accountable for their work and monitor your operations from anywhere. Greater visibility into your field operations can allow you to spot issues, trends, and other information that can be difficult to report on without the help of digital technology.

Software To Manage Contracts & Work Orders

GoCanvas provides an easy-to-use platform for managing your contracts, work orders, inspections, safety programs, quality control, and much more. Contact our team to schedule your demo.

About GoCanvas

Since 2008, thousands of companies have chosen GoCanvas as their go-to partner for seamless field operations.

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Simple Contract Templates for the Construction Industry

Posted on October 10, 2021October 11, 2024 by Danny Kanev

Simple Contract Templates for the Construction Industry

Forms | Reporting | Workflow Management

Need to leverage contract templates when working with customers? This article covers how contractors can use digital contract templates to simplify the process with easy-to-use software for contract management.

Why Contractors Should Leverage Contract Templates

It’s always a best practice to have an agreement in place when rendering services for a client. For companies with field service teams, a typical workflow is to have a contractor and their team working on site to perform maintenance, repairs, and other types of work for the client.

Unfortunately, disputes are common and people can misunderstand the scope of work or timeline for projects. Disputes can lead to lost time, materials, and productivity, as well as potential legal risks. Having a contract or agreement in place before work begins will allow you to be in the best position should a dispute arise. Your bases are covered with a contract that clearly defines the work to be performed, clearly documenting the specifics of what’s included with the services.

This helps avoid misunderstandings and can provide a better experience for the customer. With clearly defined contracts, the customer has a digital copy of the terms of working together and gets greater transparency into what’s included. Both parties sign off on the contract, setting a clear agreement to reference in case of a dispute.

Benefits of GoCanvas vs. Paper Forms and Documents

You may be asking yourself why you can’t use a Word document, Google Document, or even a simple paper form to manage contract templates. While paperwork and word documents are common solutions, they also create a great amount of risk to your business and they create manual processes that kill productivity.

Digital forms and apps, like GoCanvas, are a better alternative to paper forms or Google documents for managing contracts. GoCanvas provides solutions built for the field, helping thousands of contracting professionals to better manage their workflows and documentation. When it comes to contract templates, there are many reasons why it makes sense to use a mobile form solution. Here is a quick comparison of GoCanvas versus paper forms and word documents:

Lost Paperwork

Losing documents is not something you can afford to do when it comes to managing your contracts. If disputes happen, you need to have the file on hand and lost paperwork would mean you are at a loss in that scenario. Unfortunately, paper forms and even word documents can become easily lost. Files can become misplaced, overwritten, or accidentally deleted from a computer. Paper forms can get lost in the shuffle between the field and office, or they can be misplaced or misfiled, making them difficult to find.

Apps for contract management like GoCanvas provide a simple solution to this problem. With documents managed in the cloud, contracts are always available in a central platform. Having files backed up and stored securely in the cloud ensures best practices for record keeping and provides an easy way to manage all signed documents.

Clear Documentation

Another benefit of using digital tools like GoCanvas is the ability to clearly date and sign contracts with electronic signatures. Digital processes allow you to require fields like a signature before a work order can be initiated, helping to ensure that agreements are signed before work kicks off. Having a signed PDF contract provides a strong record of an agreement. If changes to the scope of work are required, digital solutions like GoCanvas can help to manage this process and document updates along the way.

Improved communication.

Paperwork and word documents are simple solutions, but don’t provide the best experience for the customer. The customer may lose track of their copy of an agreement on paper, but digital solutions provide a better way to communicate with the customer. Everything is managed using digital forms and signatures, with reports available to be sent out via email to confirm the agreement and share a copy of the final PDF report. A fully digital experience is expected and appreciated by customers, who prefer to use digital channels for communication.

Easy-to-use field solution.

Paper work creates manual processes in the field when documents need to come back to the office. Plus, data entry is required once forms are back in an office, creating even more work for operations teams. Word documents were not designed to be managed in the field either, limiting the ability for field teams to use them on a mobile device.

Solutions like GoCanvas provide an easy-to-use field solution for contractors. All of the digital forms can be completed from a mobile device or tablet, and they don’t even need an internet connection to access the apps on their phone. If contractors or agreements are collected on site by contractors, all of this can be completed from a tablet. Collect signatures, generate PDF reports, and capture all of the information needed right from a mobile device.

How to Get Started with Contract Templates

It’s easy to get started with GoCanvas for contract templates and other forms needed for your contracting business. Here is a brief overview on how it works:

Choose a template based on use case. Select a contract template from the GoCanvas app store, with thousands of pre-built templates for contractors.

Customize the template based on need. GoCanvas templates are easy to customize for your business needs, allowing you to change the documents based on your specific use case or customer needs.

Assign work in the field. GoCanvas provides construction process management tools like dispatch and workflow, so you can assign, manage, and streamline work in the field.

Collect signatures on agreement. GoCanvas supports digital signatures to allow for contracts, agreements, and any other forms your contracting business uses for documentation like time cards, work orders, and more.

Receive email with copy of signed agreement. An email copy of the branded PDF report can be generated to instantly share a copy of the document or form with customers or project stakeholders.

Access documents in central cloud location. Easily access all of your documents in the cloud with GoCanvas, or integrate data with other cloud-based tools your business already uses like Dropbox, Google, and more.

To see how it works, get started by selecting a GoCanvas contract template based on your contracting business needs. You can also contact our team any time and we can walk you through the product and answer any questions you may have about leveraging digital technology for your business.

About GoCanvas

Since 2008, thousands of companies have chosen GoCanvas as their go-to partner for seamless field operations.

Check out even more resources

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Free Template for Roofing Certificate of Completion

Posted on May 16, 2021October 8, 2024 by Danny Kanev

Free Template for Roofing Certificate of Completion

Business Operations | Forms | Workflow Management

What is a contractor certificate of completion?

A certificate of completion is used in roof installations once a job has been completed. The certificate is an agreement between the contractor and the client that the work has been successfully completed. It creates a record that the client is completely satisfied with the roofing work done.

Using a certificate of completion is a best practice for roofing contracting businesses. It ensures that there is a documented agreement and the certificate is signed by both parties involved. In case a dispute arises, there is a clear record that the roofing work was completed and met the quality standards agreed to by the client.

Clients and homeowners also benefit from having a certificate of completion. This document can be submitted to insurance companies when processing claims and used in real estate transactions to certify work that has been performed on a property.

Benefits of Using Digital Apps for Roofing

With a distributed workforce in the field and on job sites, it has become increasingly popular for contractors to use roofing apps for the certificate of completion. Paper forms can also be used to document a certificate of completion, however paper forms are not the most reliable for businesses. Some of the common pitfalls with paper forms include:

Incomplete or illegible data
Lost or misplaced documents
Inefficient workflows that require manual work

Instead of using paper forms, digital certificates of completion can be created using mobile apps and forms that streamline the process for everyone involved. While paper forms are prone to issues, digital certificates can be backed up in the cloud to ensure that they are always accessible for roofing contractors and their clients.

Key features of a digital certificate of completion for roofing

Mobile forms and apps are making it easier for roofing businesses to manage their processes for certificates of completion. Here are some of the top features of mobile forms and apps that help to make the process as easy as possible:

Mobile forms. With workers that are located across job sites and different geographic locations, mobile forms and apps ensure that workers can submit data from the convenience of their mobile phones.
Standard data. Templates can be created to ensure that data collected from the field is consistent, accurate, and complete. Required form fields ensure that data isn’t missing or left off by mistake.
Digital experience. Streamline the process and modernize how data is collected by using simple forms that make it easy to collect digital signatures, generate PDF reports, and automatically send the documents to anyone else that needs them.
Integrated ecosystem. Mobile apps are also designed to help contractors with many operational tasks, including work orders, inspections, contracts, and much more. Integrate mobile technology with the other cloud services your business uses today to create a modern and connected digital experience.

GoCanvas for Roofing Certificates of Completion and Mobile Forms

GoCanvas provides an app for contractors to document the successful completion of roofing for a building. This mobile form can be used as a template with many of the fields needed for documenting work completed in roofing repairs. One of the advantages of using the GoCanvas platform is that all of our templates are easy to customize to fit the exact needs of any roofing business. Using our no-code platform, anyone can customize the mobile forms and apps without needing advanced technical knowledge or help from an IT resource. Simply drag and drop to customize our roofing apps to suit your business needs. Organizations have found that going digital instead of paper forms has saved their staff time, created a better customer experience, and created a competitive advantage for the business.

roofing certificate of completion example

Here’s what you can expect to find with the GoCanvas app:

Roofing installation and repair app capture all the most important details of completed roof replacements, general roof repair jobs, and installation of roofing solutions.
Simply enter the details of the residential and commercial roofing company job into the roofing completion form app, including roofing materials used, roof inspections, and more. Use the electronic signature capture feature to get customer approval.
Once the roofing installation and repair template has been completed, the commercial roofing app automatically saves the data in an electronic format for your records.

About GoCanvas

Since 2008, thousands of companies have chosen GoCanvas as their go-to partner for seamless field operations.

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Eliminate Manual Time Keeping with These 3 Mobile Time Card Forms

Posted on May 22, 2017October 14, 2024 by Danny Kanev

Eliminate Manual Time Keeping with These 3 Mobile Time Card Forms

Time Cards Shouldn’t Be Time Consuming

In many industries, from Field Service to Professional Services, the act of keeping accurate time records on paper is still a daily practice. These paper records help ensure that employees are paid for their hours worked, as well as act as a receipt for the client they are servicing.

So what is so wrong with this current process? Manual data entry errors caused by using paper-based time cards are costing companies across the country not only 100’s of hours in lost productivity each year but additionally costing them significantly on their bottom line.

The Perils of Paper Time cards

In order to really understand the full benefits of mobile timecards, it’s important to review the inefficiencies in your current process.

Great Lakes Fusion saves over 400 hours with mobile time cards & inspections.

Read the Case Study

When you’re collecting any sort of data, including time, it’s important to try and reduce as many manual touch points as possible. Manual touch points, especially in time collection, often lead to missing or inaccurate data. Typical touchpoints in a paper-based data collection process include:

Filling out the time sheet by hand
Handing over the timesheet to a supervisor for review and signature
Scanning, faxing or driving the timesheet back to the office
Reviewing and manually typing all data points into a spreadsheet or payroll system by the office staff

Altogether, one standard paper time sheet can account for at least four human touch points through the process of being filled out and inputted into the company’s database. These four touch points leave open the potential for data to be compromised and data collection mistakes to be made. Incomplete reports, inaccurate data, and missing or delayed submissions are the most common issues that occur with this type of data collection method. And when it comes to time tracking and collection, the speed and accuracy of your data is the ONLY thing that truly matters.

The Benefits of Mobile Time cards

As we touched on before, the biggest thing that matters when it comes to collecting time cards is speed and data accuracy. This data is an essential part of not only processing employee payroll but in making sure that clients are being billed accurately and on time.

When a company makes the switch to mobile forms they are immediately able to eliminate many of the manual touch points that make paper time sheets so inefficient. By collecting this information with mobile forms, you instantly gain the benefits of:

Validated location stamps via GPS
Auto Date and time stamps
Integrated project and client lists
Automatic calculation of labor hours
Customizable PDF reports for reporting employee hours
Instant export of timesheet data via CSV or direct integration to internal software

With programs like GoCanvas, the process of filling out a timecard goes from 15 minutes to 5 and requires zero data reentry by the office staff.

How to Get Started

Implementing mobile timecards is not something that takes a team of IT personnel to accomplish. It’s as simple as using our simple ‘drag and drop’ app builder to build your own app in minutes, or browsing the pre-built mobile form templates in our library of over 31,000. You are able to search by industry and use case, as well as view and download as many templates as you wish. So to help jump start your company’s transition to paper-free timecards, we wanted to share three of our most popular mobile time card templates. Click below to download any of these templates!

Remember, these are just a sample of the different types of mobile time cards and time sheets available. Also, don’t forget that you can build your own mobile timecard from scratch using the no-code, drag and drop App Builder as well!

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