How Checklists Can Boost the Performance of Retail Businesses

How Checklists Can Boost the Performance of Retail Businesses

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The retail industry is much more complex then it seems to the outside world. The ability to efficiently manage a mid to large scale retail business in today’s marketplace is almost impossible if you don’t have the right tools. Luckily for business owners in this industry, the current tech boom has led to a variety of tools and platforms that allow for the quick collection and analysis of data in mere seconds. 

So what’s the problem?

Many retail business find themselves in situations where they either can’t afford to invest in high priced pieces of software, have staff that don’t embrace mobile technology, or are afraid of changing their internal processes after decades of doing things a certain way. A combination of all three of these factors is usually why a retail business will recognize that things aren’t running as efficiently as it should be, but don’t do anything about it. 

The key to truely embracing technology within your business is to select a platform that compliments and enhances what you are doing today. 

Canvas mobile checklist

In the Retail Industry, this means selecting a platform that helps increase your daily visibilty into the operations of your business. By selecting a solution that helps reduce the time you spend walking around checking up on things or waiting on reports to be generated, you are instantly recouping hundreds of hours every month that can be refocused on other areas of your business that need improvement.

Also, what would happen if you were able to receive a real-time report after every failed checklist? It would mean that issues would no longer go unnoticed or unresolved for days, weeks, or even months at a time. A single small issue doesn’t snowball into many big issues. And with real-time data reporting, you are able to make proactive decisions within your retail business that can have a huge impact on your employees’ productivity. 

The easist, most efficient way to get started with technology in your retail business is to analyze the different parts of your organization and identify which are most involved in data collection. The reason being is that these areas involve the most paperwork and employee time, and are most likely to be dramatically affected if a mobile data collection solution is implemented. That is why implementing mobile checklists with GoCanvas is one of the most popular ways for retail businesses to go paperless. 

GoCanvas offers a variety of mobile retail checklists that cover everything from retail store audits, cleaning checklists, daily store opening/closing checklists, and more! 

Canvas Mobile checklists

The best part about implementing the GoCanvas platform to your retail employees is that there is no IT involved,  zero coding, and is something easy for you to manage on a daily basis. When your business uses GoCanvas, it instantly allows you to convert your outdated paper processes into mobile checklists. This eliminates the need for all manual reporting on the backend since all the data collected with GoCanvas is instantly uploaded to the cloud and available for review. And since all reports can be sent to you in real-time, business decisions can be made immediately and without hesitation. 

Additional benefits and features for retail businesses include:

  • Field requirements to ensure that employees always complete their checklists
  • GPS and Image Capture allow employees to create incredibly detailed reports
  • Dropdown lists and checkboxes allow for the quick capture of accurate information
  • Schedule, assign, and manage 100’s of tasks with the Dispatch Calendar
  • GoCanvas Workflow allows for the creation of custom report approvals from employee to supervisor
  • And much more!

Mobile checklists aren’t the only form that will help improve your efficiency. Check out the basic order form app today!

Interested in learning more on how GoCanvas can give your retail business an edge in the marketplace? Click the button below!

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.

Check out even more resources

business people discussing project

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.

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.

Closeup of a handshake.

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.

Connect with an Expert Today.

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

Eliminate Manual Time Keeping with These 3 Mobile Time Card Forms

Eliminate Manual Time Keeping with These 3 Mobile Time Card Forms

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Human Faces

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.

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.

Canvas Mobile Time Sheet Form

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.

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 . 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!

Mobile Weekly Time Card/Sheet
Mobile Daily Time Card/Sheet
Mobile Time Sheet with Safety Checklist

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!

Try GoCanvas Free

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.

Check out even more resources

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GoCanvas Growth. Your Opportunity.

GoCanvas Growth. Your Opportunity.

Partners have always been an integral part of the GoCanvas journey and this month GoCanvas has deepened its commitment to reaching new markets and clients through an expanded partner program. We’re actively looking for Technology Consultants, Value Added Resellers, and IT Solution providers to team with us and bring the GoCanvas mobile data collection platform to their customers. Fully supported and enabled, GoCanvas partners will unlock industry-leading commissions through attracting and on-boarding new GoCanvas customers while also deepening their consulting relationships with those clients by executing transformational integration projects, migrating client data and processes to the cloud.
 
People's Faces - TriangleThe most successful GoCanvas partners tend to have deep industry knowledge that they use to solve real business problems, introducing GoCanvas to replace outdated processes and eliminate expensive paperwork.  John Hamilton, President of JOTS Computing, who leverages his knowledge of Public Safety and GoCanvas to change the way police and firefighters capture data in the field, offered this on the GoCanvas Partner Program, “Canvas has been our number one partner in helping our men and women in Public Safety do their jobs more efficiently…It’s Click, Submit and Done!. I rarely engage with state, county or city public service executives where I can’t describe ways that GoCanvas could be deployed to streamline their existing processes.” 
 
Construction and engineering software expert, Sandrah Vittands, a founding partner of S&B Systems, a firm that provides services to clients in both the United States and Canada, has several active and prospective GoCanvas projects running today, “We’re ‘hands-on’ with the top construction software systems in our industry, and we continue to introduce GoCanvas as the optimal solution to capture data from the field and integrate that information into our clients’ existing systems.”

If you’re interested in employing your industry-based expertise in new and profitable ways, we’d love to talk to you about the GoCanvas Partner Program, click here to learn more.

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.

Check out even more resources

Man inputting digital work order into a tablet from a work site.

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See How Centurion Got Amazing ROI from GoCanvas

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How Home Builder, True Homes, Streamlined Inspections & Increased Sales by $1M

How Home Builder, True Homes, Streamlined Inspections & Increased Sales by $1M

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Building - Quote -

Background

  • Industry: Construction, Home Building
  • HQ Location: Monroe, NC
  • Website: Visit Here

Quick Facts

  • Recover $22,880 in paper costs annually
  • Recognized 19% increase in customer referral rate
  • Return on investment of $1,000,000+

Being a home builder within the Construction industry, completing and/or starting 4 new homes per day, was inherently causing paper forms to pile up. The main source of the pile up revolved around their inspection process at each construction site. These multi-page packets of paper that covered every section of the house could take hours to fill out, all while the new home buyer is just wanting the entire process to be over. This led to some home buyers to become frustrated and dissatisfied, which eventually led to a decline in True Homes’ customer referral rate.

On the backend, it was taking the staff in the office a minimum of 6-7 minutes to extract information for reporting purposes. And with over 45 project managers filling out 5 to 10 forms per day, this was equating to an average of 450 hours per month spent on just extracting data from paper forms.

True Homes reached out to GoCanvas to begin the process of streamlining their entire walk-through inspection process.

The Senior Mobile Consultants at GoCanvas began working with the Field Operations Manager at True Homes to develop an 117 question mobile inspection that included built-in scoring. The new mobile inspections, being used on a mixture of iOS and Android devices, were pushed out to project managers of all ages and tech knowledge. While many embraced the new way of doing things on mobile devices, a few were resistant to change after many years of using paper. But after a couple weeks of using the new system, they realized that the benefits far outweighed the initial learning curve.

“At first I was not happy about it. But then I saw that it changes how I work” said a project manager. “It makes my job easier, more efficient.” 

The new mobile inspections helped project managers identify issues within the homes and quickly communicate these concerns to the vendors in order to have them corrected immediately. With the GoCanvas mobile forms the inspections could easily be broken down by the different areas of the home, include embedded site photos, and be quickly completed without dragging the homeowner through a 2-3 hour process. This streamlined inspection process led to issues being resolved before homeowners even realized something was wrong, which ultimately resulted in much happier customers.

Ultimately this led to a 19% increase in referrals from customers in just 12 months.

Since deploying GoCanvas out to their project managers, True Homes has already seen dramatic benefits to their business. Not only are they collecting data faster, they are able to view real-time reports and dashboards via their database integration with Microsoft PowerBI. GoCanvas’s connection with Zapier made the process of getting the data they collect automatically pushed out to their business intelligence systems hassle free and done without the need of expensive IT developers.

True Homes has also taken advantage of GoCanvas’s extensive list of project management features including Folder functionality. This allows clients in the Construction industry to easily sort and organize the various types of mobile inspection forms they have created. This makes extracting information by location or home section a breeze, eliminating much of the 7 minutes it used to take to extracting information from EACH paper inspection.

Overall satisfaction among their customers, employee production, and data reporting were all positively affected by going mobile with their inspection process. This transition from paper has ultimately led to their $1M+ increase in sales in just 12 months of deploying GoCanvas.

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.

Check out even more resources

Three inspection workers on job site.

The Ultimate Guide to Quality Control Inspections

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Constructions Digital Transformation

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A electrician inspecting equipment.

See how VIP Lighting optimized efficiency with GoCanvas

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Connect with an Expert Today.

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

3 Ways to Create a Mobile Work Order Form in Under 10 Minutes

3 Ways to Create a Mobile Work Order Form in Under 10 Minutes

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Choose a template

The secret to setting up the right mobile platform for your business is not by searching for the cheapest tool, but finding the one that you are able to customize, deploy, and manage yourself without the need of IT. This is why more and more companies from the Construction, Inspection, and Field Service industries are choosing GoCanvas for mobile construction work order and document management.

Still wondering if your business should make the switch to mobile work orders? Take a look at some of these stats from our clients in the Construction industry:

  • 45% of clients use GoCanvas for mobile work orders
  • 72%% of clients reported dramatic improvements in the speed of data collection and reporting
  • 78% of clients increased the productivity of their business by 10-19%+

The reason that close to 75% of GoCanvas users are able to build their first mobile form in less than a day is because of our code-free form builder and template library.

Another option is choosing one of the pre-made mobile work order forms in our Application Store of over 30,000 industry and use-case specific templates. This allows you to take your time as you find the right work order that matches your industry and use case. The best part is that you can download as many templates as you wish, test them out, and even customize them using the GoCanvas App Builder to make sure they are perfect. This option is perfect for people who don’t want start from scratch but also want to be hands-on as they build out the mobile platform for their business.

Canvas Mobile Form Builder

The last option (but best in my opinion) is to create a custom work order using the drag-and-drop, no-code builder.

This option gives you the ability to customize everything from the features, user experience, and the reports of your work order. You are able to make the work order as simple as a two screen mobile form with simple data entry fields to as complex as a 15 screen mobile form with automated calculations and conditional fields. This option allows you create a data collection experience that matches the specific job or project that your employees are undertaking.

The best part about all of these options is that there is NOT a huge time or cost investment. Your business is able to design, create, and deploy a mobile platform under a week without the need for involving IT or outside consulting services. This is ideal for any company who is looking for a boost in productivity but is afraid of investing large amounts of time and money in technology.

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.

Check out even more resources

business people discussing project

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.

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

Construction Safety Week 2017: 5 Stats Every Safety Manager Needs to Know

Construction Safety Week 2017: 5 Stats Every Safety Manager Needs to Know

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Construction worker with tablet

8 & 24

The number of hours in which you are required to report a work-related death (8) or injury/hospitalization (24). Most companies never imagine an accident will happen until it actually does. In the construction industry, it is critical to have a system in place for properly documenting, reporting, and storing all data that relates to accidents on job sites. This will not only make it easier to comply with the strict OSHA regulatory standards of accident reporting but can also reduce the risk of litigation due to safety negligence. And since it is now a requirement to electronically submit all injury records to OSHA, using a mobile OSHA 300, 300A, or 301 form to collect this information cuts out all manual data re-entry on the backend.


47%

Percentage of fatalities that construction companies with less than 10 employees account for. This number is was discovered during a conducted by The Associated General Contractors of America. It sheds a spotlight on the negligence and utter lack of safety procedures found in small construction firms. The good part is that solutions like GoCanvas can be implemented without much cost and instantly increase data visibility across job sites so that items like , , and more are conducted properly. The size of a project doesn’t dictate the amount of risk involved, and having proper safety procedures in place can help prepare personnel for all potential dangers they may encounter on the job site. 


78%

The increase in maximum penalties under the new OSHA guidelines as of August 1st, 2016. Companies found to be committing a ‘Willful or Repeated’ violation are now subject to a $124,709 fine. this is an increase of over $54,000 from previous years. Companies committing a ‘Serious’ violation are now subject to a fine of $12,471, this is an increase of over $5,000. Fine are going to continue to rise in the coming years, and you can learn more here.


6,929

The total number of ‘Fall Protection’ violations in 2016, and the #1 most cited violation by OSHA for 6 straight years according to Construction Dive. This consistent ranking shows that companies are still not approaching this issue with enough seriousness and attention. Simple Fall Protection mobile checklists can help construction companies monitor for signs of negligence on job sites and put into place preventative actions that help prevent serious accidents from happening. The GoCanvas Application Store has over 20 Fall Protection mobile checklists that can assist construction workers in daily safety reporting, including checking their equipment and harnesses before they put themselves in danger.


32,000

The total number of workplace inspections conducted by OSHA in 2016. According to the OSHA FactSheet, this means that only 0.43% of the possible 7 million worksites in the U.S. was actually reviewed by federal staff due to understaffing and overwork. So in order to make the biggest impact, OSHA specifically target companies that have a history of past violations, worker complaints, referral of hazards from other regulatory agencies, and/or work in high-risk industries.

Forms on Fire

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.

Check out even more resources

Three inspection workers on job site.

The Ultimate Guide to Quality Control Inspections

Managing a construction project is a complex and stressful process. Among other things, you have to coordinate project team members, materials, and equipment and ensure that contractors are not afflicted by the potential risks and hazards present at the construction site. That said, quality means different things to different people which is why you should…

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Constructions Digital Transformation

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A electrician inspecting equipment.

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Connect with an Expert Today.

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

3 Ways Mobile Checklists Can Keep Your Healthcare Organization CQC Compliant

3 Ways Mobile Checklists Can Keep Your Healthcare Organization CQC Compliant

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DoctorThe Care Quality Commission is a major regulatory body in England that was established under the Department of Health in 2009. Its role is to monitor and inspect all organizations that provide medical care and ensure that patients are being given high-quality, safe treatments. In the case of healthcare organizations that are found to be in non-compliance with CQC regulations, they are at risk of substantial fines, legal action, or being shut down.

This type of government regulation is not just specific to England or the Healthcare industry, but similar to the likes of the USDA, OSHA, and the HSE in other countries. These organizations and more operate to ensure public safety and set fundamental standards for service quality. Sometimes these regulations can take a toll and hurt smaller businesses who don’t feel they have the resources to properly self-regulate themselves.

But there’s good news! Simple changes to the way data is captured and processed on a daily basis can drastically reduce the risk of failing an audit and increase compliance to a whole new level.

With GoCanvas, you are able to build your own mobile checklists and forms to meet the specific needs of your organization or facility. You are also able to online that you use and we will build them to get you started in just a couple of days. All it takes is using one mobile form to see a dramatic increase in operational efficiency!

The reason why most organizations fail Care Quality Commission inspections is because more often than not someone failed to report an issue within their facility to the proper personnel. These issues reside for weeks and months without resolution until they become so big that either management finally sees them or a CQC auditor finds them and it’s too late.

What is the cause of this? This is the failure of the two P’s – People & Paper. 

stack of paper

When inspections or checklists are filled out on a piece of paper, inherently the quality of the data is compromised. That is because there is no data validation with paper. Fields can be missing, unreadable, or incomplete when they eventually show up to the office for review. That is WHEN they actually show up to the office. It can take days and sometimes weeks to get a fully completed form back to the office, and then another couple days for that form to be fully reviewed and input into the company’s backend system. Ultimately this means that upper management won’t get a full report of these for at least a business week, meaning issues are going to take a while to be identified and properly resolved.

So, how can mobile checklists assist with this process?

The beauty of mobile forms is how quickly and easily it turns static data into easy to access information that can be reviewed and shared in real-time. That is why mobile forms, especially checklists, are perfect for organizations and facilities that want to stay CQC compliant.

Here are the top reasons to make the switch to GoCanvas mobile checklists and forms:

Mobile checklists with GoCanvas not only allow your employees to quickly verify that everything throughout the facility is in working order and compliant, but also allows them to easily document issues by snapping a photo and capturing a GPS stamp of the location of the deficiency. This information, along with a date and time stamp of the report, will then be instantly sent to a supervisor who can review it, note compliance issues, and schedule a same-day follow-up. This ensures that issues don’t linger on for weeks or months and reduces the organization’s, as well as patients’, exposure to potential risks.

Gif of trucks and buildings

With the GoCanvas platform, organizations are able to setup both simple and complex information automation for the review and approval of data. This is a feature we call Workflow. For organizations trying to stay CQC ( OSHA, USDA, etc) compliant, Workflow is a tool that allows for checklists to be filled out by field employees and transmitted to a supervisor’s mobile device for instant review. The supervisor can see exactly what was filled out by the employee, make changes if necessary, or even reject the report and send it back to the originator with a note as to why it wasn’t approved. This type of automation can instantly replace the need for needless phone calls, text messages, emails and ensure that reports are review and approved in a timely manner. An online dashboard is also available to view the status of all tickets so that nothing ever slips through the cracks.

The power of using mobile checklists truly comes from the quality of data that is able to be collected. Creating mobile checklists through GoCanvas allows your organization to create fields that are required to be filled out before a report is allowed to be submitted by your employees. This means that photo verification, signatures, time stamps, and more will always be a part of the reports that are submitted and that there will never be another incomplete submission ever again.

Cloud, lock, gear

But the quality also comes from the fact that the data is collected instantly on the cloud and made accessible to the people who need to see it when they need to see it. There is no more waiting hours, day or weeks to view reports and the data is available to be connected to the systems that you already have setup for in-depth analysis. GoCanvas allows your organization to make real-time, data-informed decisions that can increase operational efficiency and dramatically reduce the risk of violations and/or fines.

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.

Check out even more resources

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Ready for an OSHA Inspection? Tips to Avoid Violations and Fines

Ready for an OSHA Inspection? Tips to Avoid Violations and Fines

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Ready for an OSHA InspectionOwners of small- and medium-sized business find the prospect of having an Occupational Safety and Health Administration (OSHA) inspection scary, especially since the agency is now inspecting businesses from bakeries and liquor stores, to construction companies, tire stores, and performing arts companies.

OSHA doesn’t warn you before they send an inspector, so being prepared is the best way to stay clear of citations and fines — especially since fines increased almost 80% over the past year.

Here’s what to expect and how to prepare your company and staff for an inspection:

Know OSHA’s most-cited hazards — OSHA puts out an annual list of its top 10 most-frequently cited standards. Review it – and think of the areas you should focus on during your internal preparations as they apply to your industry.

Develop safety checklists — OSHA puts out a checklist to help you prepare, but consider it a guide. Inspectors routinely develop their own policies via a “General Duty” clause, and will cite your company for violations of regulations that aren’t written down.  Create your own safety inspection checklists specific to your business.

Put an OSHA inspection plan in place — Put a plan in place so that your employees know their roles and responsibilities on inspection day. Assign an inspection team and prepare them in advance with mock questions, and even surprise inspections.

Know what to do on inspection day — OSHA inspections are rarely announced in advance. Knowing what to do when the OSHA inspector actually arrives makes everything run more smoothly. Only offer the inspector documents that he or she specifically asks for, and if you can immediately correct something cited, you should do so.

No matter how well you prepare, OSHA might find something that you need to correct. But with the right preparation, you’ll be less likely to be cited for serious violations that bring large fines. Most importantly, you’ll have a strong system in place to keep your employees safe and free from workplace hazards.

Want more details on prepping your organization for the OSHA inspector? Download our new interactive eBook, 4 Steps to Prepare for OSHA Safety Inspections.

What’s in the interactive eBook?

  • OSHA’s inspection priorities and a full list of most-cited hazards.
  • Quizzes and facts on OSHA standards, inspection policies, and fines.
  • Tips on how to develop safety checklists unique to your business.
  • Facts on how to use mobile apps to create checklists to help with inspections.
  • Notes on what your staff should do on inspection day — and after.
How to Prepare for OSHA Safety Inspections

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.

Check out even more resources

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3 Ways to Use the Brand New Delete Dispatch Action in Zapier

3 Ways to Use the Brand New Delete Dispatch Action in Zapier

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        ZapierNew Update Increases Task Automation 

The latest update to Canvas’s integration with Zapier is small but extremely powerful. It essentially changes how other systems interact with the GoCanvas database, by allowing them to automatically push in data that will update existing tasks within the Dispatch Manager.  If you want to learn how Zapier connects GoCanvas to over 300+ different web platforms, be sure to click here.

When you setup a connection with Zapier, or as they call it a “Zap”, one web program acts as a “Trigger” and every program connected after it is setup as an “Action”. In the case of our latest update, we added a new action to Canvas’ toolbelt.

Previously your only “Action” available for GoCanvas was “Create Dispatch”. An example of this is pretty simple.

Say you wanted your “Initial Inspection” app to automatically schedule a dispatch to your “Follow-Up Inspection” app every time you completed a job. This Zapier “Action” would eliminate the need to manually create and assign a follow-up dispatch task after each job. This could potentially save dispatchers 100s of hours in scheduling every month.

If you’re interested in setting up the “Create Dispatch” Zap, you can check out the tutorial here.

The newest “Action” added to the Zapier platform for GoCanvas is the ability to delete a dispatch. This ability can be triggered by almost every one of Zapier’s 300+ web connections and gives clients the ability to further automate the way tasks are created, scheduled, and resolved within the Dispatch Manager. All you have to do is ensure that the Item Description of the Dispatch from GoCanvas is connected with the “Trigger” of the web application you’ve connected via Zapier.

Don’t worry, this will be clearly explained and defined when you creating your zap! Click here to learn how to get started setting up this Zap.

Setting up GoCanvas in Zapier

With the addition of “Delete Dispatch” to the Zapier action list, companies now have the ability to have their existing systems interface with GoCanvas a lot more smoothly. This is because their existing systems can essentially communicate back and forth with GoCanvas, letting it know whether a dispatch needs to be created or deleted.

Here are the top 3 ways to start using the new Zapier action:

Zapier and Canvas Inspections: We touched on this a little bit earlier in terms of creating NEW DISPATCHES, but we thought it was important to highlight how deleting dispatches could be extremely beneficial during the inspection process.

In some situations, your office dispatcher may assign the same Inspection ticket to multiple employees, not knowing who is first available to get to the client’s location.

With this new Zap, whoever completes and submits the inspection will automatically trigger the Canvas Dispatch Manager to automatically delete and un-assign the duplicate tickets from the other technicians. Now the dispatcher won’t have to worry about manually going through each job and un-assigning the duplicates, and the technicians won’t show up on a job site that has already been serviced.

Zapier, Google Calendar, and Canvas

 Client Cancellations: Almost every company deals with clients who reschedule on them for one reason or another. This process of creating, modifying, and deleting appointments can cause frustration for both the office and field staff. With the new “Delete Dispatch” functionality, you can connect the GoCanvas Dispatch Manager with your company’s Google Calendar to help streamline the appointment modification process.

This Zap is perfect for any situation where a client needs to reschedule their appointment to a new date. Instead of having to manually change both the Google Calendar event and the GoCanvas Dispatch Manager task, all you have to do now is change the event date on your calendar and GoCanvas will automatically delete the current task assigned to you.

Now you or the office can reach back out and re-confirm with the client before setting up the new Dispatch task.

Zapier, QuickBooks, and Canvas

 Accounts Payable: Zapier already provides you the ability to quickly connect your backend systems with your GoCanvas mobile apps and forms, but now it also gives you the ability to integrate them with your Dispatch manager as well!

The perfect use case for this zap is a situation where the office has assigned a dispatch to a technician in order to perform routine service, with a follow-up dispatch to collect payment. After the service is performed, the client informs you that they would like to pay immediately. They call the office and an invoice is created within your company’s QB system.  Now, with the new Zapier “Action”, GoCanvas will delete the scheduled dispatch that matches the customer’s name on the QB invoice that was generated.

This will help avoid any unnecessary trips by your technicians and eliminate the need for your office staff to reconcile dispatches with paid invoices. 

The best part about our integration with Zapier is that the possibilities are endless. You can use any of your GoCanvas apps or mobile forms as the “Trigger” and have your data push into over 300 web platforms including QuickBase, Salesforce, SQL, Google Business Apps, and more!

Check out a couple of our most popular Zaps below:

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.

Check out even more resources

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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.

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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.

Closeup of a handshake.

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

Connect with an Expert Today.

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

Feature Focus: Create Custom Reports with the PDF Designer

Feature Focus: Create Custom Reports with the PDF Designer

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When you go paperless, that doesn’t mean that you lose the need for reports. For many businesses, it is still extremely critical that their clients are able to receive a copy of the services that were rendered.

At GoCanvas, we developed the PDF Designer with those concerns in mind. This tool gives clients the ability to customize their output reports to replicate the style and design of their original forms without the limitations and issues of paper. The PDF Designer allows companies to create specific output reports based on each of their GoCanvas mobile forms.

Customers frequently create unique PDF reports for different types of mobile forms including:

  • Invoices
  • Timesheets
  • Work Orders
  • Job Safety Analysis (JSA)
  • and more

Similar to the GoCanvas App Builder, the PDF Designer is a simple to use tool that requires no IT or design-based knowledge. It’s an easy to use drag and drop builder that allows you to map the data from your mobile form to your PDF report. The PDF Designer automatically syncs all the data fields from the app builder so that all you have to do is simply drag the data to where you want it to show up on the PDF!

PDF Designer

Aside from just simply dragging the data fields to where you want them on the PDF, you are also able to add:

  • Social Media Icons – Facebook, Home Advisor, Google Reviews, etc
  • Images, Logos, and Graphics
  • Static Text
  • Borders
  • Background Colors
  • Hyperlinks

The best part about the PDF Designer is that we have given you a number of ways to get started in designing the perfect report.

The first way to get started is by choosing one of our five most popular form templates! These templates include a Work Order, Invoice, Inspection, Waiver, and an Estimate. This is perfect for users who are just getting started creating a new mobile form and want to save time! The template will give create the app and the output for you automatically, and give you quick headstart for tweaking anything you feel that needs to be changed.

Mobile Form Templates

The second way to get started is by using our new “Auto Layout” feature. This is an amazing feature that can take any of the forms that you have already built and give them a custom designed layout in just seconds! All you have to do is access the PDF Designer for the mobile form that you wish to create an output report. Once inside the PDF Designer, click the button that says “Auto Layout”. You will instantly see the report be created based on the data fields from the mobile form. All you will need to do is add your logo and connect any of your company’s social media accounts(if you wish).

Auto Layout

The third way to get started with the PDF Designer is by going with a blank template! Just like when you are building your first mobile form with GoCanvas, you can start with a blank slate and build things from the ground up if you prefer. As you are customizing your report from scratch, you may use the “Preview” button within the PDF Designer so that you can confirm how your creation looks and tweak things in a flash.

This is the ideal way to start if you are going to be creating a report that needs to look a very specific way, and don’t want to waste time having to deconstruct a pre-built template that doesn’t fit the design you were envisioning.

Design your PDF

And keep in mind, the 20,000+ pre-built mobile form templates in our Application Store all have professionally designed PDF reports assigned to them as well!

The biggest benefit in designing your own reports is obviously the fact that you are able to control the look, feel, and layout of your company’s information and brand.

Many services similar to GoCanvas will force your information to be placed into a generic looking document that serves only to show your information one way. With GoCanvas, we give you the power to control the way your information is presented to your customers, vendors, and internal staff. You now control how your forms are filled out, shared, and formatted with GoCanvas.

Take full advantage of this core feature of GoCanvas, and start customizing your reports today!

Burning Paper

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.

Check out even more resources

business people discussing project

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.

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.

Closeup of a handshake.

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.

Connect with an Expert Today.

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