5 Best Practices for Small Business Data Collection

Q: Are there any limitations with Quick Start that users should be aware of?

Brent: Yes, Quick Start is designed for simplicity, so it doesn’t include some advanced features like conditional logic, loops, or GPS fields. It’s perfect for straightforward forms but not ideal for complex workflows. That said, we’re continuously evolving The Studio, so users can expect more advanced features to be introduced over time.

Q: What about AI? How does it fit into the future?

Brent: We’ve identified a handful of areas we believe AI can help our customers turn 5-minute processes into 5-second processes. Assisting in building forms and workflows, helping review and interpret your data, and making it easier to fill out forms are three areas we’re actively exploring. To be clear, we have no interest in adding AI for the sake of adding AI. We’re only interested in investing in AI solutions that will genuinely help our customers. Much more to come on this soon!

Q: What’s next for The Studio?

Brent: This is just the beginning. We’re planning to add even more functionality, including an AI form-building assistant that will make creating complex forms and workflows faster and easier than ever. New field types, more robust report designing, more flexible processes, and even better API support are all coming. Our goal is to make The Studio the go-to platform for all mobile data capture needs, whether you’re a small business or a large enterprise.

Q: Any final thoughts for our readers?

Brent: We’re incredibly excited about what The Studio represents for GoCanvas and our customers. It’s a culmination of years of experience and feedback, and we’re confident it’ll make a huge difference for teams looking to streamline their workflows. I encourage everyone to give Quick Start a try and see how it can transform the way you work.

Ready to see Quick Start in action?

Take the interactive tour below to explore its features or book a free demo with one of our product experts to learn more.

About GoCanvas

GoCanvas®, part of the Nemetschek Group, is an all-in-one digital solution that transforms the way businesses connect their office and field teams. Our user-friendly platforms simplify and streamline tasks like scheduling, dispatch, inspections, daily reports, work orders, and invoicing—digitizing paper processes to enhance safety and ensuring maximum compliance with industry standards.

Like a Swiss Army knife for the field, it’s versatile, reliable, and built to handle any task—letting you focus on the work that matters.

Check out even more resources

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Analytics and Data Collection | Business Efficiency | Field Services

5 Best Practices for Small Business Data Collection

Posted on January 22, 2025February 18, 2025 by lynne salie

5 Best Practices for Small Business Data Collection

Data collection is critical for any small business. After all, the data you collect can help you make better decisions about your customers, your marketing strategy, and even your overall business strategy. But collecting data can be a challenge, especially for small businesses.

No matter what industry or niche you’re in, one of the things that can make or break you is how you handle data collection. There are many different types of data collection such as survey questions, demographics questionnaires, customer data, web analytics, and more—the important thing is that you have a system in place to collect this data so you can use it to improve your business.

Failing to follow the best practices for data collection can have serious consequences, such as decreased customer satisfaction, lower data quality, and even legal issues. Small businesses should focus on data collection as much, if not more, than bigger businesses because they don’t have the same resources to fall back on. A big business might be OK with losing a few invoices a month and missing out on $10,000 in potential revenue. But can you afford to do the same?

Here are a few best practices for small businesses to follow for successful data collection:

1. Create a Process for Data Management

There are many different methods of data collection, so the most important thing is to have a process in place. Whether you’re just getting started with your data collection efforts or refocusing your approach, this process should be repeatable and scalable so you don’t have to reinvent the wheel as your company grows.

There are many aspects to consider when creating your process for data collection, such as:

How will you collect the data?
Who will be responsible for collecting the data?
When will the data be collected?
How often will the data be collected?
What format will the data be collected in?

Avoiding time-consuming and costly mistakes is essential for small businesses across the board, and data collection is no exception. Defining the data set you need and how you will collect it from the outset will help save time and money down the line.

2. Be Consistent with Data Integrity

Data integrity is essential for small businesses. This means that the data you collect needs to be accurate and consistent. There are a few ways to ensure this:

Use the same method of data collection each time: This could be surveys, customer feedback forms, web analytics, or something else.
Create a data dictionary: A data dictionary is a reference tool that defines all of the data points you’re collecting and how they should be used. This is especially helpful to ensure consistency if you have multiple team members responsible for data collection.
Use templates: Templates help ensure that the data is collected in a consistent format, which will make it easier to analyze and use the information later on.
Stick to a time frame: Timing is everything when it comes to data collection. Collecting data at the same time each day, week, or month will help you spot trends over time.

Being consistent with your data collection methods is crucial so you can track your efforts and unlock the ability to make data-informed business decisions.

3. Collect and Store Your Data Securely

You are probably collecting various types of information from your customers, partners, and employees, in addition to the data you track about your own business. At GoCanvas®, we help our clients store their data securely in the cloud, so there’s no need to worry about file cabinets or physical storage space.

4. Make Data Collection Simple

Another best practice for small business data collection is to make it as simple as possible for your workforce and/or your customers to get you the information you’re looking for. No one wants to fill out a 20-question survey, so try to keep things short and sweet. You can also use incentives to encourage participation in surveys or feedback forms.

Instead of asking people to fill out paper forms, why not use online surveys? You’ll get your raw data back quickly, securely, and in real time, and you won’t have to deal with terrible handwriting, torn pages, or lost forms.

Pa(in)perwork

❌ Slow

❌ Frustrating

❌ Costly

Go Digital

5. Evaluate and Improve Your Data Collection Process

As a business owner, it’s important to set time aside to take a step back and evaluate your data collection efforts—as well as the data itself. Ask yourself what’s working and what’s not working, Using Analytics features and technologies (signature capture, integrations, GPS recording, barcode scanning, calculations, etc.) can help you improve the quality of your data and highlight any elements of your data collection process that are holding you back. As you know, tightening the sales cycle in a small business is incredibly important for growth and sustainability.

Modernize the Way Your Small Business Collects Data

Whether you are looking to improve your data handling processes or advance reporting, we hope you consider using GoCanvas as your data collection tool. Sign up for GoCanvas free and give our platform a try today!

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Business Efficiency | Data Collection | Field Service Management

New Year, New Efficiency: 5 Ways GoCanvas Can Help You Dominate 2025

Posted on January 8, 2025March 10, 2025 by lynne salie

New Year, New Efficiency: 5 Ways GoCanvas Can Help You Dominate 2025

Is your field service team ready to thrive in the new year? Forget the old hassles of paperwork, delays, and inefficiencies—this year is all about working smarter, not harder.

With GoCanvas® in your toolkit, you’ll have the power to simplify your processes, save time, and grow your business. Let’s dive into five game-changing ways GoCanvas helps you hit the ground running in 2025.

1. Ditch the Paperwork: Go Mobile and Stay Connected

Fieldwork shouldn’t feel like dragging a filing cabinet around. With GoCanvas’s mobile-friendly forms, your team can capture real-time data anytime, anywhere—even offline. Whether you’re wrangling daily reports or work orders, everything’s digitized and ready when you are.

2. See the Big Picture: Centralized Dashboards at Your Fingertips

Say goodbye to siloed data and hello to total visibility. GoCanvas centralizes all your field data, making it easy to track, analyze, and act on insights. Now, your team is always on the same page (even if there’s no paper involved!).

3. Real-Time Updates: Keep Your Team in the Loop

In field service, speed and communication are everything. With GoCanvas’s dispatch feature and workflow, your team is always connected and ready to respond faster than ever.

4. Digital Documentation: Risk Less, Do More

Lost paperwork and compliance worries? Not this year, because GoCanvas digitizes your forms and boosts documentation with photo and video capture. This results in less stress, better records, and more time to focus on what matters.

5. Streamline Everything: Integrate Your Tools

Your tools should work for you, not the other way around. GoCanvas integrates with platforms like QuickBooks and Google Sheets, automating workflows and keeping your data in sync. That means less busywork and more productivity.

Pa(in)perwork

❌ Slow

❌ Frustrating

❌ Costly

Go Digital

Real-Life Wins: How NAC Mechanical Services Transformed Its Workflow

NAC Mechanical Services, a full-service mechanical contractor specializing in HVAC systems, faced significant challenges with outdated paper processes that slowed things down. After adopting GoCanvas, NAC saw transformative results:

$405,000 in saved billable hours annually: With GoCanvas, NAC eliminated the need for technicians to make weekly paper form drop-offs at the office, freeing up an average of two hours per technician per week.
$47,940 in annual payroll processing savings: GoCanvas streamlined payroll processing, cutting down time and costs for NAC.
Improved customer satisfaction: Thanks to new, detailed digital forms, NAC’s customers now receive clear, transparent service breakdowns, strengthening trust and loyalty.

NAC’s story shows the real impact of going digital: saving time, reducing costs, and improving customer satisfaction.

Make 2025 Your Best Year Yet with GoCanvas

Efficiency, growth, and peace of mind are just a few clicks away. Start the year strong by simplifying your workflows, cutting costs, and keeping your team ahead of the curve.

Let’s make it happen:
👉 Request a demo now and discover how GoCanvas can help you dominate in 2025.
👉 Try GoCanvas for free—your best year yet is just one download away.

About GoCanvas

GoCanvas® is on a mission to simplify inspections and maximize compliance. Our intuitive platform takes care of the administrative tasks, freeing our customers to focus on what truly matters – safeguarding their people, protecting their equipment, and delivering exceptional quality to their customers.

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

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Business Efficiency | Customer Stories | Operational Excellence

2024 GoCanvas Operational Excellence Award: McNeilus Wins!

Posted on December 23, 2024March 10, 2025 by lynne salie

2024 GoCanvas Operational Excellence Award:
McNeilus Wins!

Celebrating Excellence: McNeilus Takes the Top Honor

The results are in, and McNeilus has earned the prestigious 2024 GoCanvas Operational Excellence Award! This heavy equipment manufacturing leader has set a new standard for operational success, showcasing how innovation and determination can transform an entire business. Let’s dive into its story and celebrate its incredible journey.

How McNeilus Stood Out

McNeilus has been a longtime user of GoCanvas®, adopting the platform back in 2018 to streamline its operations. Over the years, the company has consistently pushed the boundaries of what’s possible, submitting more than 119,000 digital forms to revolutionize its workflows. By integrating GoCanvas with tools like Domo, McNeilus has developed advanced analytics and decision-making processes that keep it ahead of the curve.

A commitment to excellence, combined with a drive to innovate, has made McNeilus a standout example of how GoCanvas can empower businesses to achieve more.

Key Achievements:

Unmatched scale: Over 119,000 digital forms submitted since 2018
Innovative integrations: Seamless data-sharing with tools like Domo
Industry leader: Workflows so efficient that others in the industry are following its lead

Pa(in)perwork

❌ Slow

❌ Frustrating

❌ Costly

Go Digital

The Impact of GoCanvas on McNeilus

For McNeilus, GoCanvas has been more than just a tool—it’s been a game changer. By replacing outdated processes with digital solutions, McNeilus has:

Saved time: Eliminating manual paperwork sped up operations.
Reduced errors: Real-time data ensures accuracy and accountability.
Empowered teams: Streamlined workflows let employees focus on what they do best.

Leveraging Domo for Growth

Domo has enabled McNeilus to rapidly grow and develop its analytics, tailoring metrics and dashboards to meet specific business needs. Adding new metrics or adjusting reports is a simple process, giving the team the agility to adapt quickly. This adaptability aligns with McNeilus’s strong culture of continuous improvement, allowing for immediate and impactful process changes.

Maximizing the Max Plan

The upgrade to the Max plan has been an exciting development for McNeilus, introducing the use of videos and attachments to enhance processes further. These tools have streamlined workflows and improved collaboration, making a significant difference in daily operations.

Standardizing for Success

One of McNeilus’s standout achievements has been the creation of a standardized vehicle inspection form for its pre-delivery inspection process. This form has been shared with industry partners to help them build out their own processes. By focusing on customers’ expectations, McNeilus has improved delivered quality and ensured consistency across shared customers.

Driving Referrals and Expanding GoCanvas’s Reach

McNeilus’s success with GoCanvas has led to an organic expansion of the platform’s use. Partner companies initially started as users on McNeilus’s account, utilizing shared forms and processes. Inspired by McNeilus’s success, these partners eventually opened their own GoCanvas accounts, customizing templates to fit their internal needs. This ripple effect has expanded GoCanvas’s impact across multiple organizations.

Join the Celebration

McNeilus’s story is a testament to what’s possible with the right tools and mindset. The heavy equipment manufacturer has shown how digital transformation can drive success, inspire teams, and set new industry standards.

Want to achieve operational excellence like McNeilus? Request a demo and see how GoCanvas can help your business save time, reduce errors, and work smarter every step of the way.

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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Business Efficiency | Customer Stories | Operational Excellence

Top 3 Finalists for the 2024 GoCanvas Operational Excellence Award

Posted on December 20, 2024February 18, 2025 by lynne salie

Top 3 Finalists for the
2024 GoCanvas Operational Excellence Award

The 2024 GoCanvas® Operational Excellence Award celebrates businesses that have worked hard to improve how they get things done. These top three finalists are proof of how GoCanvas can help companies work smarter and faster. Let’s dive into their stories and see how they’ve raised the bar.

Premier Services Group

Industry: Construction Services

Premier Services Group has made big changes in how it handles its construction projects. Before using GoCanvas, paperwork slowed down the construction services company’s processes—inspections and work orders took too long, and mistakes were common. Then, GoCanvas changed the game. Now, the team at Premier Services Group handles inspections and submits reports on the spot, saving time, cutting down errors, and providing a shining example of how to run a smoother operation.

Key Wins with GoCanvas:

Quicker inspections and work orders
Faster project completion
Fewer mistakes thanks to real-time data

Pa(in)perwork

❌ Slow

❌ Frustrating

❌ Costly

Go Digital

McNeilus

Industry: Heavy Equipment Manufacturing

McNeilus has been using GoCanvas to keep things running efficiently for years. Since 2018, the heavy equipment manufacturer has submitted over 119,000 digital forms, making it a leader in its industry. By connecting GoCanvas with analytics tools like Domo, the company has created workflows that help it make smarter decisions. McNeilus is setting the standard for heavy equipment manufacturers.

Key Wins with GoCanvas:

Over 119,000 forms submitted since 2018
Smart data-sharing with integrated tools
Workflows so effective that they’re being copied by others in the industry

ASSA ABLOY

Industry: Door Security Solutions

ASSA ABLOY, a global leader in door security, has used GoCanvas to tighten up its inspection and maintenance work. Since ditching the paperwork, the company’s processes are faster and more accurate. On-site inspections are now a breeze, with every detail meeting ASSA ABLOY’s high standards. The company’s focus on doing things right has earned it a well-deserved spot in the top three.

Key Wins with GoCanvas:

Faster, more accurate inspections
No more paperwork slowing things down
Better teamwork with streamlined workflows

Excellence in Action

These finalists show what’s possible when businesses embrace tools that help them improve operations. Whether by saving time, reducing errors, or streamlining teamwork, they’ve set the bar for operational excellence.

Want to improve your business like these finalists? Request a demo today to see how GoCanvas can help you work faster, cut down on mistakes, and keep your team running smoothly.

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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Analytics and Data Collection | Business Operations | Field Operations

Look Back to Leap Forward: Year-End Insights with GoCanvas Analytics

Posted on December 17, 2024March 10, 2025 by lynne salie

Look Back to Leap Forward:
Year-End Insights with GoCanvas Analytics

As the year comes to a close, businesses everywhere reflect on their achievements and challenges while setting their sights on the year ahead. But for companies still buried in paperwork, making New Year’s resolutions often feels like guesswork.

Digital tools like GoCanvas Analytics provide a better way forward, turning mountains of disorganized data into actionable insights. Here’s how analytics can help your business review the past year with precision and prepare for the future with confidence.

Why Go Digital? Outdated Paperwork Holds You Back

Relying on paper-based processes isn’t just inefficient—it limits your ability to truly understand your business. Paperwork gets lost, data silos form, and opportunities to identify patterns are missed.

Digital data collection and analytics tools simplify these challenges by centralizing your information and presenting it in ways that are easy to analyze, giving you a clear picture of:

Performance trends over the past year
Operational inefficiencies that are costing you time and money
Emerging opportunities to seize in the upcoming year

Review with Confidence: What Analytics Can Reveal

Analytics go beyond simple number crunching. With tools like GoCanvas Analytics, you can:

Identify trends: Spot patterns in field data, customer behavior, or team performance.
Evaluate success: Measure how projects, teams, or locations performed throughout the year.
Pinpoint bottlenecks: Uncover inefficiencies in workflows or processes.
Forecast future needs: Use historical data to predict trends and prepare for what’s ahead.

For example, a construction company using GoCanvas® might find that the bulk of its project delays occur during inspections. With this insight, the company can focus on streamlining its inspection process to reduce downtime.

Plan with Purpose: Insights for the Year Ahead

Armed with year-end data, you can make informed decisions that will help you hit the ground running in the new year. Analytics empowers you to:

Set data-driven goals: Use trends to establish realistic and impactful objectives.
Improve resource allocation: Understand where to invest time, budget, and effort for maximum impact.
Enhance collaboration: Share insights with teams to align everyone toward common goals.

Pa(in)perwork

❌ Slow

❌ Frustrating

❌ Costly

Go Digital

Read the full story here.

Why Choose GoCanvas Analytics?

GoCanvas Analytics stands out by offering:

Customizable dashboards: See the metrics that matter most to your business.
Real-time insights: Access data instantly to stay agile.
User-friendly tools: No need to be a data expert—GoCanvas makes analytics approachable for everyone.

Customer Success: TE3CO Leverages GoCanvas Analytics to Drive Efficiency

One company that has experienced the transformative power of GoCanvas Analytics is TE3CO, a leading provider of customized solutions for field operations. By harnessing the power of GoCanvas’s real-time data insights, TE3CO was able to unlock valuable insights into trends and operational efficiencies that were previously hidden in the company’s paper-based processes.

Through GoCanvas Analytics, TE3CO was able to:

Identify key performance trends: TE3CO’s team gained visibility into field data patterns, enabling team members to measure performance across different teams and locations. This allowed for more accurate decision-making based on hard data.
Pinpoint inefficiencies: By analyzing workflow data, TE3CO identified bottlenecks that were causing delays in project timelines. With these insights, the company was able to streamline its processes, reduce downtime, and improve overall project delivery.
Forecast future needs: Leveraging historical data, TE3CO was able to predict seasonal trends and prepare for increased demand in the coming months by ensuring it had the right resources in place at the right time.

With these insights, TE3CO not only improved its day-to-day operations but also set data-driven goals that have helped the company scale and grow with confidence.

The ability to fill out field tickets real-time, have the customer sign real-time, and be able to track it from its fruition through the final process was absolutely game-changing for our company. It used to take until the 15th or 16th of the following month to close out every ticket for the month, averaging approximately 85 to 90 tickets a month. Now, we’re able to have the month closed by the first or second using such things as workflow and being able to follow it from beginning to end.
John Kovac, Technology Integration Manager at TE3CO.

Start Your Year with Clarity

Don’t let paperwork slow you down. Embrace the power of analytics to review the past year, uncover insights, and build a solid foundation for the future.

Book a demo today and see how GoCanvas Analytics can transform your year-end reviews and set you up for success in the new year.

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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Business Efficiency | Customer Stories | Operational Excellence

Top 10 Nominees for the 2024 GoCanvas Operational Excellence Award

Posted on December 16, 2024February 18, 2025 by lynne salie

Top 10 Nominees for the
2024 GoCanvas Operational Excellence Award

The GoCanvas Operational Excellence Award celebrates companies that have harnessed the power of GoCanvas to streamline their processes, eliminate inefficiencies, and elevate their business performance. This award recognizes those who have gone above and beyond in improving operational efficiency, embracing digital transformation, and driving innovation in their industries.

We’re proud to highlight 10 incredible companies nominated for this award in 2024. Each has made major strides in improving its processes, boosting efficiency, and achieving more with less. Let’s dive into how these companies have revolutionized their operations with GoCanvas.

1. TAS Energy

TAS Energy used to rely on outdated manual processes for tracking project data and inspections. With GoCanvas, the company eliminated the chaos of paper by automating workflows and improving data accuracy. Now, TAS Energy can manage multiple projects seamlessly, reducing downtime and increasing productivity across the board.

2. Orbit Medical

Orbit Medical faced a mountain of paperwork that was slowing it down. By going paperless with GoCanvas, the company transformed its entire delivery and service process. With over 30,000 digital submissions, Orbit Medical has cut its paperwork management time by 75%, making billing faster and ensuring on-time payment, every time.

3. Clearway Energy

Clearway Energy moved beyond paperless forms to a full data collection and analysis system with GoCanvas. Now, the company uses GoCanvas for safety docs, compliance, inspections, and service reports, allowing it to spot weaknesses and improve operations across the board.

4. Pro-Techs Surfacing

Pro-Techs Surfacing used to deal with delays and inaccuracies caused by paper-based processes. Now, the company has automated its data collection with GoCanvas, speeding up field reporting and eliminating the risk of human error. The result? Faster, more efficient service and smoother day-to-day operations.

5. ASSA ABLOY

Before ASSA ABLOY pivoted to GoCanvas, its paper-based inspection system was holding it back. With GoCanvas, the company has digitized its entire inspection process, making data sharing and communication more efficient than ever. This shift has boosted ASSA ABLOY’s productivity, reduced turnaround times, and improved overall operational efficiency.

Pa(in)perwork

❌ Slow

❌ Frustrating

❌ Costly

Go Digital

6. Mack Trucks

Mack Trucks had a paper-heavy process for inspections and issue tracking that caused delays and errors. By moving to GoCanvas, the company consolidated all of its data into one platform, reducing response times and improving communication across teams. This change has not only saved time but also improved customer service.

7. Premier Services Group

Premier Services Group (PSG) was bogged down by the inefficiencies of Excel-based quotes and estimates. With GoCanvas, PSG streamlined and integrated its processes with project management systems, unlocking the ability to handle more projects with fewer resources—all while ensuring greater accuracy.

8. OS Medical

OS Medical faced compromised field operations due to the multiple challenges associated with paper forms. With GoCanvas, the company automated its processes, allowing for seamless data collection and sharing. This shift has helped OS Medical improve reporting accuracy, collaborate more effectively, and save valuable time.

9. Big Truck Rentals

Big Truck Rentals used to manage its inspections with paper forms, which led to errors and delays. Since switching to GoCanvas, the company has digitized its inspections and integrated with Salesforce, making its processes faster and more accurate. This transformation has streamlined the company’s operations, allowing it to provide better service to its clients.

10. McNeilus

McNeilus has been using GoCanvas since 2020, and it has achieved impressive results. By automating inspections and creating standardized templates, the company has significantly reduced manual tasks and improved data accuracy. This shift has allowed McNeilus to boost efficiency and streamline operations across its teams.

These 10 companies have proven that embracing digital tools can take operations to the next level. Through GoCanvas, they’ve streamlined processes, improved accuracy, and dramatically increased productivity, becoming shining examples of operational excellence in action.

Are you ready to take your operations to the next level? Request a demo and learn how GoCanvas can help your company achieve the same success and efficiency enjoyed by this year’s Operational Excellence Award nominees.

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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Work Smarter, Not Harder: How Integrations Revolutionize Your Workflow

Posted on December 10, 2024February 18, 2025 by lynne salie

Work Smarter, Not Harder: How Integrations Revolutionize Your Workflow

Field Operations | Integrations | Workflow Management

When running a business, the last thing you want is for your team to waste hours on repetitive tasks or manual data entry. With integrations, you can connect your tools, automate workflows, and give your team the freedom to focus on what truly matters—growing your business.

Integrations with platforms like GoCanvas® transform your data into actionable insights, enabling smoother processes and faster results. Let’s explore how integrations can revolutionize your workflow and help your team work smarter, not harder.

What Are Integrations, and Why Do They Matter?

Integrations are the digital bridges that connect your favorite business tools, enabling seamless data sharing among them. Instead of manually transferring data from one system to another, integrations automate the process, ensuring accuracy and speed.

For example, when field data is captured in GoCanvas, integrations can automatically send that information to an invoicing tool, a project management platform, or even to a reporting dashboard. This ensures that all your systems are up to date without requiring extra effort from your team.

Key Benefits of Integrations

Eliminate Repetitive Tasks
Repetitive data entry is not only time-consuming but also prone to errors. Integrations automate data entry tasks, ensuring accuracy while freeing your team to focus on higher-value activities.
Improve Team Communication
With integrations, everyone stays on the same page. Automatic updates sync across systems, allowing field and office teams to share real-time data effortlessly.
Accelerate Billing Cycles
Field data can instantly flow into your billing system, speeding up invoicing and ensuring faster payments. Say goodbye to delayed payments caused by manual entry errors.
Reduce Operational Costs
By connecting tools, you eliminate redundant systems and processes, streamlining operations and cutting costs.
Enable Scalability
As your business grows, integrations allow your tech stack to grow with it. You can connect GoCanvas to over 1,000 tools, customizing workflows to fit your evolving needs.

Pa(in)perwork

❌ Slow

❌ Frustrating

❌ Costly

Go Digital

How GoCanvas Integrations Work

Integrations with GoCanvas are designed to be simple and effective. Here’s how they can work for you:

Seamless Synchronization
Effortlessly connect your systems by updating employee data, projects, price books, inventory, and more, while sharing real-time information both ways.
Streamlined Workflows
Automate processes across platforms to ensure approvals, sign-offs, and notifications happen smoothly and on time.
Rich Data Sharing
Extract and deliver data with ease, whether you’re sending PDFs to systems or sharing photos and videos with the right people.
Dynamic Task Management
Assign tasks directly from your scheduling system to the right team members, with the flexibility to reassign as needed to keep things moving.

Ready to revolutionize your workflow? Explore our integrations page today to see how you can connect your tools and work smarter, not harder.

Real-World Example: Two Men and a Truck Enhances Operations with Integrations

Two Men and a Truck, a leading moving company, transformed its workflow by integrating GoCanvas with its customer management system (CMS).

The Challenge

Before GoCanvas, the company relied on paper-based processes that caused delays and inefficiencies. Damage claims often took up to a week to process, frustrating customers and slowing operations.

The Solution

By digitizing its forms with GoCanvas and integrating with its CMS, Two Men and a Truck automated data flow and reduced manual entry. Customer information was pre-populated on forms, ensuring accuracy and streamlining processes.

The Results

Faster response times for customer claims.
Enhanced data visibility for better decision-making.
Improved customer satisfaction thanks to reduced delays and errors.

Want to learn more? Read the full story here.

Take the Next Step

GoCanvas integrations enable you to do more with your data, reduce busywork, and improve team productivity. Whether you’re looking to streamline billing, enhance communication, or scale your operations, integrations can help you achieve your goals.

Current customers: Contact your account rep for details about how to maximize GoCanvas integrations for your business.

New to GoCanvas? Check out our Integrations webpage or connect with a product expert to explore how GoCanvas integrations can elevate your operations and take your business to the next level.

About GoCanvas

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

Check out even more resources

Improving Your Operations with Field Service Management Software

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Seeing Is Believing: The Power of Image and Video Documentation in Field Work

Posted on November 27, 2024March 10, 2025 by lynne salie

Seeing Is Believing:
The Power of Image and Video Documentation in Field Work

Field Operations | Forms

In field work, adding image and video documentation can make a substantial impact on the important aspects of accuracy and efficiency. The visual power of image and video documentation tools brings clarity, accountability, and detail to reports, work orders, and inspections that can’t be achieved with text alone. With digital forms from GoCanvas® that feature photo and video capture, your field teams can enhance the quality of their documentation and improve outcomes on every job.

Why Image and Video Documentation Is Critical in Field Work

Field work can be complex and fast-paced, so documenting issues with accuracy, recording completed work, and meeting compliance standards are essential. Visual documentation adds a layer of assurance by enabling field teams to capture exact conditions, verify work, and share real-time updates with ease. For industries like construction, facility management, and field services, this kind of transparency can enhance workflows and build client trust.

How Visual Documentation Improves Daily Reports, Work Orders, and Inspections

Visual documentation offers field teams the opportunity to see and record what’s happening on site in a way that’s more thorough than traditional written reports. It can improve daily operations by:

Boosting Accuracy and Accountability

Image and video documentation minimizes errors and strengthens accountability. For example, a photo of a cracked pipe or a video of a malfunctioning machine clearly captures the issue, leaving no room for guesswork or misunderstandings. By including these visuals in digital forms, workers can accurately document conditions, allowing supervisors and clients to review proof of work without needing to visit the site.

Visual documentation also improves accountability, as images and videos timestamp when work is done and verifies that the work meets quality standards. When teams work across multiple locations, having accurate and time-stamped visuals can be a game changer, offering oversight and a clear audit trail for compliance and quality assurance.

Enhancing Client Communication and Satisfaction

Clients may not always understand technical terms or industry jargon, but they understand visuals. Adding photo and video documentation to your work orders and inspections makes it easier for clients to see exactly what’s been done, how, and why. By offering clients a transparent look into the field work process, you not only build trust but also improve communication and client satisfaction. Clients can immediately see the progress and value of your work, often before the final bill arrives.

Pa(in)perwork

❌ Slow

❌ Frustrating

❌ Costly

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The Benefits of GoCanvas’s Image and Video Capture Features

GoCanvas’s image and video capture features are designed to make visual documentation simple and accessible for field teams. Here’s what sets GoCanvas apart:

Easy integration with digital forms: GoCanvas allows field teams to embed photos and videos directly into digital forms, creating a seamless documentation process that captures visual data without extra steps.
Enhanced mobile accessibility: With GoCanvas’s mobile forms, workers can capture images and videos from any mobile device, improving convenience for field employees on the go.
Cloud-based storage and access: With GoCanvas, all documentation is stored securely in the cloud, ensuring that visuals are safe, organized, and easily accessible when needed for review or client reporting.
Improved reporting and record keeping: Visual records are automatically embedded in digital forms, making it easy to create accurate and detailed reports for a completed inspection, a daily progress log, or a finalized work order.

How to Start Using Visual Documentation in Digital Forms

Including image and video capture in your field processes is easier than you might think. Here’s how to get started:

Assess your documentation needs: Identify areas in your field operations where visual documentation would add value—think inspections, safety audits, or quality checks.
Customize digital forms with GoCanvas: GoCanvas offers customizable templates where you can add fields for image and video capture. Tailor these forms to suit specific tasks, like equipment inspections or site assessments.
Train your field teams: Introduce your teams to the new visual documentation process. Demonstrate how capturing images and videos can enhance their reporting and make daily work easier and more effective.
Review and optimize: As teams start using image and video capture, gather feedback and look for ways to further streamline the process. Adjust forms as needed to ensure they meet the needs of both your teams and your clients.

Conclusion: Embrace Visual Documentation for More Effective Field Work

Adding image and video documentation to your digital forms isn’t just a trend—it’s a powerful way to improve field work accuracy, accountability, and communication. GoCanvas makes it easy to implement these features, ensuring that your teams’ documentation is thorough, reliable, and ready for any customer or compliance review. In a field where seeing truly is believing, visual documentation can be the key to better field work.

Ready to see how GoCanvas can transform your field documentation? Request a demo today.

About GoCanvas

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

Check out even more resources

Improving Your Operations with Field Service Management Software

Whether you have two or 200 employees, your business’ success depends on their hard work. Passionate, motivated team players are the difference between…

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Field service management software has shown to increase productivity both for employees in the field and operations teams in the office. You may be wondering how field service…

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Mobility and field service: the talk has been happening forever. The idea that real-time information improves customer service and boosts technician productivity is changing…

Connect with an Expert Today.

We’ll help you put together the right solution for your needs.

Unleash Your Brand Power: The Ultimate Guide to White Labeling Digital Forms for Mobile and Desktop

Posted on November 19, 2024March 10, 2025 by lynne salie

Unleash Your Brand Power:
The Ultimate Guide to White Labeling Digital Forms for Mobile and Desktop

Embedded Mobile SDK | Field Services | Partner | White Label

What Is White Labeling and Why Does It Matter?

White labeling allows companies to use a product under their own brand rather than the provider’s. It embeds your brand across customer interactions, boosting visibility without the need for costly app development. White-labeled digital forms for mobile and desktop apps offer a powerful way to enhance brand consistency and improve the customer experience, especially for industries like construction, field services, utilities, and facility management.

The Benefits of White Labeling Digital Forms for Your Business

White labeling digital forms offers several benefits:

Brand recognition: Each time a customer opens your mobile or desktop app, they see your brand. Over time, this builds familiarity and strengthens your company’s identity.
Customer trust: Branded apps give users a sense of reliability and professionalism, making customers more likely to engage.
Operational efficiency: With a customized digital form solution, you can streamline operations without sacrificing brand integrity.

White labeling enhances the customer journey while helping your business work smarter and achieve brand consistency.

GoCanvas White Labeling: Mobile and Desktop Solutions for Every Industry

GoCanvas® offers white labeling for both mobile and desktop applications, making it suitable for a range of industries. From field workers logging data in real time to facility managers conducting inspections, GoCanvas’s white-labeled digital forms integrate seamlessly into varied workflows, providing a consistent brand experience across platforms.

How White Labeling Enhances Workflow and User Experience

White labeling isn’t just about aesthetics—it’s also about functionality. With GoCanvas, businesses gain:

Enhanced daily operations: Teams can complete tasks faster and more accurately within branded apps that feel familiar and trustworthy.
User satisfaction: White-labeled apps provide a cohesive user experience, reducing friction as users navigate through tasks.
Automatic updates: GoCanvas ensures that white-labeled apps are always up to date, so your team benefits from the latest features without disruption.

A consistent, branded experience helps your business operate efficiently and stand out from your competitors.

Your vision, our product.

See why more resellers are turning to GoCanvas.

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Brand Consistency Across Devices: Mobile and Desktop Integration

With GoCanvas, users enjoy the same branded experience regardless of what device they’re using. In industries like field services or construction, where work often transitions from mobile to desktop, this consistency is crucial. Whether you’re capturing data on site or in the office reviewing reports, your brand remains front and center, reinforcing your identity across every interaction.

Simple, Seamless Setup: Getting Started with GoCanvas White Labeling

Getting started with white labeling on GoCanvas is straightforward—simply follow these steps:

Choose your branding elements: Select logos, color schemes, and custom app icons.
Integrate with your systems: Use the GoCanvas API to push data from your white-labeled forms into your other systems.
Launch and go: Once your forms are branded, your team can start using them across devices with minimal setup.

The GoCanvas platform is designed to simplify this process, ensuring a smooth setup so your team can start benefiting from branded forms immediately.

Is White Labeling Right for Your Business? Key Considerations

White labeling is a versatile solution, but it’s important to determine if it aligns with your business needs by asking questions such as:

Do you need to enhance brand visibility? If branding is a critical part of your customer engagement strategy, white labeling can be valuable.
Do you operate on multiple devices? For companies with employees frequently switching between mobile and desktop, white labeling provides a seamless transition.
Is customer trust a priority? A branded app fosters credibility and can boost client confidence in your services.

If these considerations align with your business goals, white labeling could be the right move for you.

Ready to Unleash Your Brand? Get Started with White Labeling Today

White labeling digital forms for mobile and desktop can give your business a professional edge, improve brand recognition, and streamline daily operations. If you’re ready to see the impact, GoCanvas’s white labeling tools are designed to help you create a customized, branded experience that aligns with your company’s vision.

Take your brand to the next level. Request a demo today and explore the benefits of GoCanvas white labeling.

About GoCanvas

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

Check out even more resources

Gown Your Business with GoCanvas Partner Program

Join our Partner Program and gain instant access to our global network of thought leaders and industry experts enjoying shared collaboration and collective success.

Learn more

Forte Supply Chain Solutions Partner Video

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.

Watch VIDEO

GoCanvas Integrations: Streamline your Workflow

Integrate with over 1,000 software applications. Enhance your GoCanvas experience by syncing real-time data to one or all of your business tools.

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Connect with an Expert Today.

We’ll help you put together the right solution for your needs.