Home Inspection Checklists – Examples and Templates

Home Inspection Checklists – Examples and Templates

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Inspection companies are moving toward digital apps rather than using traditional paper forms. By going digital, inspections can be completed from a mobile device or tablet, so information is instantly available in a PDF report. For home inspections, going digital allows you to have all of the necessary forms available within an app for inspectors to use from anywhere. These can be run without an internet connection, giving your business the ability to digitize information from remote locations. Here are some of the main benefits of going digital:

Paper forms are notorious for becoming lost or misplaced over time. This can cause issues for a business when information is unavailable and it can create rework to fix the problems. Handwritten paper work is also known to contain mispellings, have incomplete sections, or other types of data entry mistakes. While paper work can be difficult to manage, digitizing this information solves many of these problems. Data becomes standardized, accurate, complete, and easy to access from the cloud.

One common challenge with paper forms for inspections is the process of taking the paper work and turning it into the final report to share with clients and stakeholders. This process can be manual and time-consuming, requiring employees to dedicate their time on work that can be automated. Going digital with inspection apps allows you to generate the reports in near real-time. Share PDF reports instantly with clients and cut down on the time it takes to complete the reporting process.

Having a centralized system for capturing, storing, and managing your data is a key benefit of going digital with home inspection checklists. You can manage all of your core business documentation from a single platform for field operations. Continue reading this article for examples of specific home inspection checklists using the GoCanvas platform for mobile forms and apps. You can follow the links to view the checklists and sign up for a free trial to see the inspection checklist templates in our PDF designer. GoCanvas has thousands of pre-built templates for all different inspection types and you can easily customize the forms to fit your unique business needs.

This app is designed as a comprehensive tool for inspection companies to use when performing home inspections during real estate transactions. Each checklist can be quickly and easily accessed from a smartphone or tablet for follow-up, or can be generated into a PDF inspection report and submitted to real estate agents, the homeowner, or other appropriate parties. 

This mobile app replaces paper inspection forms that are used to inspect areas of electrical installations prior to installing insulation, sheet rock, paneling and other materials that cover wiring. The perfect tool for electrical inspectors, building code enforcement teams and others who deal with electrical safety and electrical wiring at job sites, this electrical inspection form is easily accessible from any smartphone or tablet and can be customized to meet different building codes and electrical safety regulations.

Contractors and housing developers can use the new home water inspection app to ensure that a new home has been constructed to meet water conservation standards and regulations. Using a mobile app allows you to automatically generate PDF reports for clients and streamline the inspection process.

With the energy usage app, inspectors can perform energy audits quickly and easily right from their smartphone or tablet, making it easy to recommend cost effective energy conservation solutions. The comprehensive energy usage audit app covers a variety of audit data items that can affect energy consumption in the home, including the water heater, insulation type, number of windows and doors and number of floors. 

The Home Sewer Inspection Checklist is designed for plumbers, inspectors, and the Do It Yourself (DIY) individual who want to inspect their home sewer. This app includes inspection criteria as well as possible recommendation bases in the findings.

The mold inspection app covers indoor mold growth testing, monitoring indoor air quality, checking for excess moisture and water damage and signs of existing indoor mold spores and more. Once the professional mold inspection has been completed, the mold inspector can save the results electronically for their records.

The Radon Mitigation System Inspection Report mobile app is used for performing detailed examinations for inspection reports. The app is designed to be used by inspectors as a reference when conducting an assessment on a radon mitigation system.

Use this pool report to inspect the area for swimming pool safety hazard issues, safety certificates, diving board depth, pool safety barriers, storage of pool equipment, drain covers, leak detection, lighting system, and electrical equipment. The pool inspector can add notes about the pool structure, water chemistry, equipment and other notes as needed.

Using this checklist helps ensure that all areas of the chimney are in good repair and that the fireplace and chimney inspection checklist identifies any defects that need repair. If you provide fireplace inspections, professional chimney sweeping services, chimney cleaning, chimney restoration, chimney flue inspection services, chimney repair, or a variety of other chimney services, then this chimney inspection form is the app for you. 

The Wood Destroying Insect Inspection mobile app was designed for pest control company inspections. The app can be used for all types of wood destroying insects, including carpenter ants, termites, carpenter bees and beetles. Once completed, the pest control company can save the results for their records.

GoCanvas is a mobile platform that makes it simple for businesses to automate how work is done, replacing outdated processes and expensive paperwork. The GoCanvas App works on smartphones and tablets, helping companies easily collect information across their organization, share it instantly with others, and gain real-time insight on their business operations. GoCanvas can be easily customized by any type of business to empower their workforce, unleashing the value in data across the organization to help them connect better with colleagues and engage more effectively with customers.

GoCanvas is trusted by thousands of organizations throughout 70 countries, automating millions of workplace activities, making it one of the fastest growing mobile platforms in the world.

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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What is the best app for construction daily reports?

What is the best app for construction daily reports?

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Construction daily reports serve to keep all project stakeholders updated on the progress of construction work. In the digital era, construction sites have embraced more mobile and digital technologies to capture important information from the field. Construction project management apps are now available for project and site managers to record updates using a mobile device or tablet. By instantly bringing information to the cloud, project stakeholders can easily access updates in real-time.

The best construction daily report apps will enable your job site to easily collect data, share reports, and improve data accuracy and quality. Construction daily report apps should also be connected with other forms and reports produced on a job site, like inspections, timecards, and safety. Having a comprehensive solution for managing data on a construction site can help to increase productivity and streamline your operations. Continue reading this article to learn more about GoCanvas for construction daily reports and related construction job site management apps.

What makes a best-in-class platform for construction management software? Here are some key considerations when selecting technology for daily reports. 

Construction daily reports should be easy for employees in the field to complete. Likewise, it should be easy to assign work and manage workflows from the office. Having an easy-to-use platform for construction job site management will help to improve productivity and eliminate manual processes. In the field, employees will want the ability to easily complete forms on a mobile tablet and have the ability to access relevant information, all in one spot. In the office, construction management software will help managers to assign and view the status of work, with reporting and analytics on key trends from job sites. Prioritize solutions that are easy to use for your staff and this will help to increase their adoption of the new technologies.

Every company has different ways of working and software should be easily customized to fit your unique job site needs. When thinking about digital forms, the platform should allow you to customize how data is collected from the field. Best-in-class software for construction daily reports will allow you to build custom forms to ensure your data is consistent, accurate, and completed on time. All of this can be done without needing to invest heavily in additional IT resources or time. Construction daily report software should be easy to customize by any end user of the software, giving you the ability to make changes quickly and see a fast time to value.

Most software tools today that help with construction daily reports are offered as part of a larger ecosystem of apps and solutions for the field. While you may want to start out with a pilot project to get started, consider how the construction management software can help you expand into other use cases. For example, you may start with construction daily reports, but later decide to roll out other construction apps for safety, inspections, and other operational tasks. Additionally, you may need to integrate data collected from the field with other data and systems that your business uses today. A comprehensive solution for the field is essential, so you can integrate your data systems and create a suite of tailored field solutions based on your business needs. 

GoCanvas is a mobile platform that makes it simple for businesses to automate how work is done, replacing outdated processes and expensive paperwork. The GoCanvas App works on smartphones and tablets, helping companies easily collect information across their organization, share it instantly with others, and gain real-time insight on their business operations. Construction firms rely on GoCanvas to digitize their work orders, inspections, construction daily reports, safety programs, and more. Get started for free with our construction daily report template or contact our team to learn more.

The Construction Daily Field Report app provides a customizable daily report template that is accessible from anywhere in the field. This daily report template allows the project engineer and subcontractors to track all activities at the work site, including the job site report from the foremen, change orders and work orders, site accidents or delays, equipment status, time cards for team members and more. This construction daily report template can be modified to meet the needs of your team members and for different types of construction work.

With the construction daily report app, users can check daily time cards, track project status and more, all from the daily log app. Accessible from any mobile device, you can use the app from any job site and make changes to the template to meet your reporting needs. Once the daily log form is completed, team members can sign off on the information and save it for their records.

As a contractor, use this daily field report template to track progress and work performed on site location. Document and record essential activity data and hours worked through this log form in real time, reducing paperwork and cost.

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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Top 4 Workplace Safety Apps

There are many great reasons to invest in workplace safety apps. Digital technology for safety can help modernize your operations and provide greater insight into safety issues and patterns. 

A digital workplace safety management program will lead to better overall outcomes for your business. Apps help to keep workers safe and productive, ultimately lowering risk for your business and ensuring safety compliance. This article highlights the top workplace safety apps to roll out in your workplace.

Employee health screening apps have become standard for businesses during the pandemic. This category of safety apps has been particularly useful in industries like retail, construction, manufacturing, and similar types of businesses that have needed to operate in-person.

The purpose of the technology is simple. It helps to screen employees daily to record their temperature, symptoms, and potential exposure to the virus. 

Key features include:

  • Alerts based on thresholds like high temperatures or symptoms
  • Photo capture (or manual entry) for thermometer readings
  • Required signatures
  • GPS location capture
  • Symptom tracker
  • Secure cloud storage
  • Online and offline data collection
  • Pre-populated info like employee names and badge numbers
  • Screening dashboard showing near real-time results
  • Employee health screening advice and resources
  • Vaccination Log
  • HIPPA Compliant to protect sensitive information

When workers are exposed to coronavirus, it can create delays and cause downtime or lost productivity. Minimize these risks by deploying simple health screening apps that can protect your business and your customers. With real-time reporting, you can hear about potential risks as soon as they are reported to minimize further exposure.

You can learn more about employee health screening apps by following this link.

 

Safety culture is a top priority for the construction industry and field crews. This category of safety apps is designed to digitize safety meeting content, so employees can watch videos and complete forms on their mobile devices.

Safety meetings, sometimes referred to as toolbox talks, can cover a wide range of topics. Apps can be used to formalize these programs and measure employee engagement with the meetings.

Key features include:

  • Workflow tools to manage and assign meetings
  • Toolbox talks available to complete from any mobile device
  • Digital signatures to record compliance
  • Real-time reporting on safety meeting attendance across job sites
  • Alerts to identify non-compliance
  • Program results stored in the cloud
  • Online or offline capabilities
  • Pre-built templates with hundreds of existing toolbox talks to choose from

When toolbox talks are run using a safety meeting app, it gives your employees an easy way to access critical safety information. Since safety meeting apps are digital, it gives your business an easy way to track and report on safety program data like meeting attendance and incidents. 

You can learn more about safety meeting apps by following this link.

Incident and accident reporting is a requirement set by OSHA. Safety apps can be used on job sites to provide the required forms to complete in case of an accident or near miss. By going digital with these forms, it ensures proper reporting procedures are followed and apps provide an instant way of reporting accidents through the proper channels.

Key features include:

  • Customizable mobile forms 
  • Required form fields to ensure data accuracy
  • Easily capture images, GPS stamps, and sketches of the actual site of the accident
  • Central cloud-based system for reporting and documentation
  • Access and share PDF files via email to stakeholders
  • Dashboards and reporting to analyze safety incidents across job sites
  • Pre-built templates for OSHA forms 300, 300A, 301, and more
  • HIPPA Compliant to protect sensitive information

Going digital with incident and accident reporting is a great alternative to using pen and paper. While paper forms can be easily lost or misplaced, digital apps and forms ensure that data is never lost and is shared in real-time with anyone that needs it.

Learn more about Incident and Accident Reporting apps by following this link.

Routine safety inspections are designed to audit and assess job sites. Safety apps can be used for safety inspections, using digital checklists and mobile forms. This type of app helps to streamline workflows by managing and assigning safety inspections in the field. Some common safety inspection apps include job safety analysis, PPE checklists, equipment inspections and more.

Key features include:

  • Easy-to-use digital checklists and image capture
  • Barcode scanning for equipment 
  • Digital signatures and GPS tracking to ensure locations
  • Dynamic form fields for faster data collection 
  • Data integrations to pre-populate any known fields
  • Pre-built and customizable templates based on use case

Using apps for safety inspections is a time-saver for inspectors in the field, making it faster to complete forms and eliminating the need to deal with manual-processes with paperwork. Apps also help operations teams to manage and assign work in the field, with instant reporting back to the office once work has been performed. 

Learn more about all of the types of safety inspection apps by following this link.

GoCanvas is a mobile platform that makes it simple for businesses to automate how work is done, replacing outdated processes and expensive paperwork. The GoCanvas App works on smartphones and tablets, helping companies easily collect information across their organization, share it instantly with others, and gain real-time insight into their business. Construction firms rely on GoCanvas to increase productivity, promote workplace safety, and create a competitive advantage. You can learn more about all of our safety management software solutions and forms here on our website.

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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How Safety Meeting Apps Can Help Lower Costs

How Safety Meeting Apps Can Help Lower Costs

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Digital apps for construction safety can help your employees access toolbox talks on their mobile devices and tablets. Many companies have found that regular toolbox talks can help to decrease the number of accidents on site, when employees are more informed about potential safety risks. Investing in apps for construction safety is good for your employees well being and it can help to lower costs for a business in the long run. This article covers an introduction to how safety apps can help you keep down costs and avoid accidents.

The construction and manufacturing industries have some of the highest workers’ compensation costs, according to statistics from the Department of Labor. Employers in construction and a few related industries spend about $1 per hour per employee on workers’ comp, compared to the national average of $.45 per hour per employee for all other industries. 

Workers’ comp premiums are determined by multiplying a rate set based on the class of employee (there are thousands of class codes, for everything from “construction of dwellings not over two stories in height” to “installation of air conditioning systems”) by an experience modification rating (EMR). The EMR adjusts premiums based on your previous three years of injury records.

A small improvement in your EMR — even just a .1 decrease — can translate into a 10-20% reduction in insurance premiums. 

The industry standard EMR is 1; a company with a better-than-average safety record will have an EMR of .9 or .8, which means their premiums will be 10-20 percent lower than the “average” company. A company with a worse-than-average safety record could have an EMR of 1.2 or higher, leading to higher premiums.

Sometimes the number of accidents is more important than how serious they are, for calculating EMR. This can be frustrating — why should your premiums rise based on a bunch of insignificant slip-ups? — but it also means it’s easy to lower your EMR by instituting a good safety program that can reduce those minor mistakes.

Having a low EMR doesn’t just save you money, it also can make you more money by making your bids more competitive. One insurance broker lists five things you can do to keep your accident rate down:

  1.     Implement a formal written safety procedures manual.
  2.     Hold regular “toolbox talks” about different workplace safety topics.
  3.     Train employees how to use available safety equipment properly.
  4.     Reward employees for demonstrating safe workplace habits.
  5.     Apply for and achieve a Drug Free Workplace Certificate.

Mobile forms let you immediately track and document which employees attended each talk, with date, time, signature, and GPS stamps. Mobile forms are also stored in the cloud and can be searched and printed instantly if an OSHA inspector shows up (read: no more sifting through file cabinets to find documents). And mobile safety checklists (we have hundreds of pre-made templates for contractors and manufacturers that can be customized for your business) give employees a memory aid to follow those safety procedures you stressed in your talk.

Key Stats to Keep in Mind:

  • Total Injury-Related Costs. OSHA reports that companies around the U.S. spend $170 billion each year on work-related injuries and illnesses. 
  • Safety Programs Pay. Implementing a safety program can reduce injury and illness costs by 20-40%.
  • Delayed Injury Reporting. A study by the National Council on Compensation Insurance Inc. showed that delayed injury reporting can increase comp claim costs up to 51%.

Mobile apps can make your safety program more effective by helping you deliver toolbox talks effectively (anywhere and at a moment’s notice) and document who was there with a signature, date, time, and GPS stamp (to prove frequency and jobsite location). GoCanvas offers mobile templates for several popular toolbox talk topics, or you can easily create your own. 

Sign up today for a 30-day free trial of GoCanvas or contact our team to learn more. 

Having robust safety programs can benefit your business in a number of ways. While there is an upfront investment for these programs, the long term benefits will make your employees safer and more productive on the job. Here are three key takeaways on the benefits of safety programs:

Workers’ Compensation Premiums

Creating a culture of safety can improve your EMR, which can lead to lowered workers’ compensation premiums.  

Legal Costs Due to Employee Injuries

Employees who are more knowledgeable about safety requirements are less likely to get hurt — which makes you less likely to get sued.  

OSHA Fines Due to Safety Violations

By continually teaching your employees about safety requirements, you can avoid costly OSHA violations.

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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Timesheet Forms: Why Going Digital is Better than Paper

Timesheet Forms: Why Going Digital is Better than Paper

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Timesheet forms are commonly built out using simple tools like Microsoft Word or PDF files that are printed out on paper for employees to record their hours worked. While this may seem like a simple solution for timekeeping, there are several key drawbacks that make paper timesheet forms less desirable for business operations. Continue reading for the top reasons to digitize your timesheet forms, rather than using paper time cards and sheets in Microsoft Word Documents or PDF files. 

Digital timesheet forms can be used as an alternative to paper forms and provide an option for employees to fill them out on a mobile device, PC, or tablet from anywhere with no internet connection required. Keep reading to learn the key difference between paper and digital forms for timesheet cards.

Timesheet forms using paper are known to be error prone. A common scenario is for employees to fill out their hours on a paper form, but then an error is discovered later by an office manager or administrator. In the worst case scenario, errors can lead to improper payments to employees or incorrect billing amounts to clients. Even if errors are identified early on, the best case scenario is that employees have to track down employees and spend the extra time and effort to correct these mistakes. In either case, errors can be costly for productivity and can lead to accounting mistakes that you do not want to happen as a business owner or manager. 

What causes errors to happen on timesheet forms?

There are many things that can go wrong with a timesheet form that is filled out by hand using paper. Here are some of the most common mistakes made by employees:

  • Calculation errors. Mistakes that happen when math is incorrect or numbers are filled out incorrectly.
  • Missing or incorrect fields. Many times employers need to require information in a timecard, like category of work performed or client to bill. If information is missing or incorrect, it creates additional work to track down and correct.
  • Buddy punching. While most mistakes on timesheets are purely accidental, buddy punching is a form of misleading hours worked. This most often happens when employees clock in or out early to cover for fellow team members, creating errors in the true number of hours worked.
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How do digital timesheet forms reduce errors?

No matter the cause of errors on timesheets, it’s important to limit these issues to ensure that proper data is being used for accounting purposes. Here is how digital timesheets help to ensure errors are avoided:

  • Automatic calculations. With digital timesheet forms, the software system is able to handle automatic calculations that ensure hours worked and labor rates are calculated correctly every time.
  • Standardized fields. With digital time card forms, data is collected in a standardized way to ensure that fields are correctly filled out by employees. Drop down lists, required fields, and other features allow you to control what data is collected and ensure accurate timesheets the first time.
  • Unique login and digital signatures. With a unique login to digital timesheets, you ensure that employees are clocking in their time accurately and signing off with their own digital signature to send for manager approval. Some timecards can even use GPS tracking on the mobile device for an added measure that work has been performed on site for a set number of hours and logged digitally using GPS.

At the end of the day, technology provides many benefits for employers and timesheets performed digitally are less error-prone compared to paper forms for time cards.

It’s very difficult to keep track of paperwork over time. It’s common for paperwork to be lost entirely or misplaced by staff. Even if paperwork isn’t lost, it can become an added cost to store in filing cabinets, on top of the direct cost of printing the paper in the first place. Although paperwork seems to be a low cost solution, the hidden costs over time can be quite high for a business. Lost paper timesheet forms can be a headache to manage, whereas digital forms simplify the process and bring information automatically to the cloud.

Here’s how digital timesheet forms ensure information is never lost:

  • Cloud storage. Digital timesheets are automatically saved to the cloud, meaning your employees can input hours from a mobile app and have it available in real-time to the cloud.
  • No internet connection required. Many businesses today that have contract or hourly workers are doing jobs out in the field or in remote locations. Digital forms do not require an internet connection, allowing employees to input their data into the app and have it sync whenever they are back on WiFi or cell service becomes available.
  • Automated data sharing. Data can be synced with other apps your business uses like Dropbox, Google Drive, Quickbooks, and much more. This ensures data is accessible in all of the tools you already use today and automatically synced to reduce manual work.

Paper timesheet forms create manual work, whether that happens because of an error or due to manual data entry that is required to get accounting or billing processed. Going digital helps to streamline the timesheet process, both for employees and operation teams. Contact the GoCanvas team to learn more about digital timesheet forms or sign up for a free trial to see how easy it is to digitize your forms.

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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What is the Best Software to Create Forms?

What is the Best Software to Create Forms?

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There are many software solutions available to help your business create forms. Forms are used to capture data for a specific business purpose. Deciding on the best software to create forms will require you to examine what features and functionality you need to accomplish your desired outcome. Software for creating forms should be both simple and powerful enough to help you capture all types of information needed. This article covers some of the top considerations when selecting the best software to create forms for your business.

1. GoCanvas

GoCanvas offers a robust platform for creating mobile and web forms with a user-friendly drag-and-drop interface. It allows users to customize their forms with various fields, including GPS capture, image uploads, and offline capabilities. Ideal for businesses that require extensive data collection features.

2. Jotform 

Known for its extensive template library, Jotform allows users to create forms quickly and customize them extensively. It integrates seamlessly with many applications, making it a great choice for businesses looking for versatility.

3. Google 

Forms A free and easy-to-use option, Google Forms is perfect for basic form creation. It allows for real-time collaboration and data collection in Google Sheets, making it a favorite among small businesses.

4. Typeform 

With its focus on user experience, Typeform allows you to create interactive forms that engage users. Its design-centric approach can lead to higher completion rates, making it excellent for surveys and feedback.

5. Microsoft Forms 

Part of the Office 365 suite, Microsoft Forms offers a straightforward way to create forms and quizzes. It’s great for businesses already using Microsoft products, providing easy integration and robust analytics.

These tools can help streamline data collection and improve efficiency for any business looking to optimize its form creation process.

The basic purpose of creating forms is to collect data. When deciding on a platform for creating forms, consider how data is captured, stored, and made available for reporting. 

All form builders are designed to capture data. But there are some important distinctions to make and not all form builders are created equal.

Understand how data is captured from users. You will want to determine how you need to collect data from your employees, customers, or partners. For example, if your teams largely operate in the field, having mobile forms will be required to capture data from a tablet or phone. You may also want the ability to collect data offline when in remote locations and have it sync to the cloud when WiFi becomes available. Knowing how you plan to collect data will help you determine what software solutions and features are needed to support your use case.

Consider what types of form fields are needed. You will want to understand the types of fields that can be used when creating forms. For example, some software solutions will allow you to build custom form fields like:

  • Image capture for users to upload a photo
  • GPS capture to log the location of the submission
  • Signatures to document agreements and records
  • Calculations for automatically performing math based on form fields
  • Barcode scanning for equipment or inventory
  • Drop down and multiple choice fields
  • Required fields to ensure accurate data collection

Balance ease-of-use and customization. Most businesses need forms to be customizable, yet easy to use. Some of the basic form solutions are easy enough to use, but fall short when it comes to making customizations to the forms. Best-in-class solutions today are designed with a drag-and-drop interface that allows you to quickly and easily develop mobile forms for data capture. Having the ability to make customizations (without requiring help from developers) empowers your team to move faster.

It’s important to understand how your business needs to use the data once it’s captured in the forms. For example, you may want need to integrate with:

  • Cloud storage and databases
  • Accounting systems to process payroll
  • Finance systems to process billing
  • CRM systems to access customer data
  • Other similar types of cloud-based systems

Syncing data between systems can improve data quality, reduce manual work, and enable data insights. As you evaluate technology, make sure to inquire about the types of integrations available. Some will be simple data connectors, while others may require a webservices API to connect your data. 

While there may be some upfront work involved to get your data integrated, there can be significant time savings in the future achieved through a connected data ecosystem.

Data analytics provide a way for your company to look for business trends and patterns. Identifying trends allows your business to take the appropriate next step and address any concerns or opportunities.

Capturing data through forms should enable and promote data analytics. This allows business leaders to dig into the data to better understand project performance, financials, and opportunities to drive business growth. 

Best-in-class form builders should allow you to both capture data and use that information for analytics and reporting. Make sure to understand how data captured can be used for analytics, so you can take advantage of the opportunity to leverage data to inform business decisions.

It goes without saying that apps and software should have the highest level of security and data privacy. The technology should be secure and enable compliance with any applicable regulations. 

For example, your business may need to be HIPPA compliant if you are processing medical information. Or maybe you may need to be GDPR compliant if you are processing and storing customer data. Best-in-class solutions will have the highest level of security and compliance, helping to ensure that your organization is following best practices for data security. 

The best software for your business will prioritize the data needs of your organization. This will ensure that you capture accurate information, integrate data into your processes, and share data to any one that needs it.

GoCanvas is a mobile platform that makes it simple for any business to automate how work is done, replacing outdated processes and expensive paperwork. The GoCanvas App works on all smartphones and tablets, helping companies easily collect information across their organization, share it instantly with others and gain real-time insights on their business operations.

Frequently asked questions

What is the best software for creating fillable forms? +

The best software for creating fillable forms depends on your specific needs. GoCanvas, Jotform, and Typeform are highly recommended due to their user-friendly interfaces and extensive features. GoCanvas excels in mobile form creation, while Jotform offers a vast array of templates. Typeform is known for its engaging, interactive forms. Evaluate your requirements, such as customization options and integration capabilities, to choose the right software for you.

What are the key features to look for in form creation software? +

When choosing form creation software, consider features such as ease of use, customization options, mobile compatibility, offline capabilities, and integration with other apps. Additionally, look for analytics tools that help you track responses and improve your forms over time. These features will ensure that the software meets your business needs effectively.

Are there free options for form builders? +

Yes, several free options are available for form builders, including Google Forms and Microsoft Forms. While these platforms provide basic functionalities, paid software like Jotform and GoCanvas offers more advanced features that enhance user experience and data collection efficiency. If your needs are simple, free options can be sufficient, but for more complex requirements, consider investing in premium tools.

How can I ensure my forms are user-friendly? +

To create user-friendly forms, focus on a clean design, use clear language, and keep the number of fields to a minimum. Incorporating a logical flow and including help text can guide users through the process. Testing your forms with real users can also provide valuable feedback and highlight areas for improvement.

What is the typical turnaround time for data collection using online forms? +

The turnaround time for data collection using online forms can vary depending on the complexity of the form and the target audience. Simpler forms can yield results within hours, while more complex forms may take longer to gather sufficient responses. Using effective promotion and clear distribution channels can help speed up response times.

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

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Partner Snapshot: Forte Supply Chain Solutions

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

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GoCanvas Integrations: Streamline your Workflow

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Simple Contract Templates for the Construction Industry

Simple Contract Templates for the Construction Industry

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

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

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

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

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

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

Lost Paperwork

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

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

Clear Documentation

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

Improved communication.

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

Easy-to-use field solution.

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

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

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

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

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

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

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

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

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

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

About GoCanvas

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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5 Ways Mobile Inspection Apps Ensure Better Compliance

5 Ways Mobile Inspection Apps Ensure Better Compliance

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The whole point of inspections is to ensure compliance. They help you ensure your work is up to code and your employees are safe. But paper inspections come with a host of issues, many of which could be leaving you at risk. Here are five ways mobile inspection apps ensure better compliance:

Perhaps it got lost on the way to your office. Maybe you go to look up a form later on and just can’t find it. Either way, you’re missing a report. It happens to many businesses. In fact, up to 11% of documents are misfiled or lost. That’s 11% of your time wasted. Worse, lost inspections create a massive liability risk. 

Going mobile ensures you receive every inspection. Every finished safety inspection is stored securely in the cloud. There, you can access each and every form as a PDF, or download them for your own databases in various form types. GoCanvas also makes it easy in case OSHA audits you. 

With all safety inspections stored in your GoCanvas account, you can quickly retrieve your safety inspections to prove your continued dedication to a culture of safety. A mobile app ensures your business has all the safety inspection records you need to stay in compliance and give you an accurate bigger picture.

Reading handwriting can be an art. You can have amazing inspectors, but if you can’t read their writing, they might as well have written the information in Greek! Mobile apps allow you to gather that information in a clear and easy-to-understand way. 

Every inspection has typed text. Easily read it at your computer, or even on the go on a smartphone or tablet. You’ll spend less time trying to translate and more time getting work done.

A safety inspection done on paper can be hard to verify. How can you be sure that it occurred at the appropriate time and place? 

Some companies have tried to game the system: New York is taking up a case against a business that hired unqualified people to pose as licensed site safety managers. These bad eggs, however, can put additional pressure on other businesses to prove that their work sites are safe. 

Going mobile can provide additional information to protect and validate your inspections. Automatic date and time stamps prove when an inspection took place. With one click, you can have GPS capture your location, proving that the inspection occurred at the right location. You can also take photos, providing visual information to back up your inspection. Need a signature? Just sign with a finger or a stylus. 

All of these features provide additional proof that paper forms can’t provide. They create external validation, protecting your business even further. Mobile apps keep your business safe and help you gather more information than ever before.

It’s a dangerous world out there. Grease, dirt, heck even a cup of water can ruin a paper form! All it takes is a stumble for you to tear up an inspection and lose an hour of hard work. 

Sure, smartphones and tablets can break. But you can easily protect these devices in a way that was never possible with paper. You can put a paper inspection in a folder, but to use it, you have to write directly on it. 

On the other hand, with smartphones and tablets you have choices of different ruggedized devices and protective cases. Not only can you gather information, but you can also ensure that a cup of coffee won’t ruin your hard work.

It doesn’t matter how many asterisks or underlines you use; sometimes forms come back incomplete. With forms taking hours or days to come to your office, it’s often too late to go back and get good information. 

A mobile inspection removes this headache. With one click, you can make fields required. Even if an employee skips a section, they won’t be able to submit their inspection until they fill out the required fields. No more chasing down employees days later, just easy-to-read and complete inspections at your fingertips. 

Creating accurate reports relies on having the best data possible. Mobile technology reduces human error and allows you to gather more information in real time. Say goodbye to illegible handwriting, missing paperwork, and other holes in your information. Say hello to more accurate information in real time each and every time.

For more information about GoCanvas inspection apps, contact our team to start a conversation or sign up for a free trial 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.

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Free Employee Incident Report Template

Free Employee Incident Report Template

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Incident reports are used to document when an accident or near-miss happens at work. Instead of using paper forms, many organizations choose to file incident reports digitally as PDF files that can be sent via email. Templates are commonly used to give employees a standard form to file when an incident occurs. Proper reporting is required by OSHA and it helps companies address safety issues by bringing to light any problems or potential areas for concern. 

OSHA requires employers to file timely incident reports. The employee incident report from OSHA is designed to encourage employees to fill out the document and share it with their supervisor when injuries, illnesses, or near-miss events occur. No matter how minor the event may seem, it’s important to file employee incident reports to have an accurate understanding of events in the workplace. The employee incident report gives the employee’s account of the incident, and then the supervisor also gives a separate account when investigating an accident. All of these forms are designed to capture the details of the incident and document what happened for reporting purposes.

It’s important to encourage employees to self-report incidents. You don’t want a culture where safety issues go unnoticed, as this can lead to further issues and impact employee satisfaction. Employees should feel empowered to voice concerns and share when incidents or near-miss events happen. Providing a digital incident form for employees gives them the ability to submit information on their mobile devices instantly. 

Incident report forms follow a standard template that is used to capture all of the pertinent details of the event. Here are some examples of what to include on the form:

  • Type of incident. Injury, incident, near-miss.
  • Personal details. Name of employee, name of workplace, job title, supervisor, and the date.
  • Details of incident. A detailed account of where it happened, what happened, and names of witnesses.
  • About the incident. Note if this has happened before, could have been prevented, or required medical care.

Going digital can simplify and standardize your company’s safety management programs. Here are the top three reasons to go digital:

Central, cloud-based platform for safety management

Providing a central location for employees to access and manage safety information can simplify workflows for your employees. If an incident happens, they know to open the safety app and find the appropriate form. If they need to access inspection forms, toolbox talks, and any other safety program documentation — everything is stored in a central location. This helps to increase compliance by making it easier for employees to follow safety program best practices.

 

Greater visibility into safety program results

Incident reports are one part of a safety program that you would want to analyze the data to understand patterns and trends. Are certain job sites or teams having higher than average incidents? Which teams are participating in required toolbox talks? With a digital safety management solution, you can easily view summarized data in real-time. Leveraging dashboards and analytics, your organization can use data to inform safety programs and minimize risk.

 

Avoid lost paperwork and manual workflows

Paper forms can be easily lost or misplaced over time. This ultimately creates more challenges if important documents can’t be found. Likewise, paper forms create manual work for employees to fill out paperwork, drive to an office, enter the data into a computer, or rely on mailed documents. All of these workflow challenges create extra work when performing a safety inspection, submitting an incident report, or filling out any number of other safety forms your teams use. Going digital can help automate how work gets done and streamline work for employees. Simply fill out forms using a mobile device or tablet and instantly sync information to the cloud.

GoCanvas offers a free trial where you can try out the employee incident report template. Our no-code form builder allows you to digitize paperwork, so employees can submit information from the field on a mobile device. Employees fill out the digital forms and a PDF report is automatically generated and shared with the office. GoCanvas customers have found that by digitizing their safety programs, they’re able to lower risk and liability by 18%.

Access the incident report template here on the GoCanvas App Store.

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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What is a Work Order?

Work orders are used by field service organizations to manage work that needs to be performed for a client or on a job site. This guide explains everything you need to know about work orders and how your business can use them to operate more efficiently.

Companies that rely on field services need work orders to assign jobs and tasks. A common example could be an HVAC business with field technicians going into a customer’s home to perform repairs or maintenance. The work order is generated from the office and assigned to an employee in the field. 

Having work orders ensures that jobs are assigned to the right team member and there is a clear understanding of the scope of work to be performed once on site. More companies are moving toward digital work orders and field service management software to help simplify the process for operations teams and business owners.

Work orders and purchase orders serve different business functions. A work order authorizes internal or contracted labor to complete specific tasks, repairs, or maintenance activities. Purchase orders authorize the buying of goods or services from external vendors. Work orders focus on labor and task completion, while purchase orders handle procurement and inventory management. Companies often use both documents together when a job requires both materials (purchase order) and labor (work order) to complete.

Since work orders are used by many different industries, there are countless variations of a work order that can exist. Here are some of the most common types of work orders to give you a good idea of what work orders look like in practice:

An example of a work order for a residential services company could be pest control or landscaping project management. This type of work is generated by a customer who needs a service performed on the house, as part of a standing contract or routine home maintenance. Typically, a technician is dispatched to a client site and given a description of the client request and instructions for the job.

An example of a work order for contractors could be a handyman business that is doing repairs or upkeep on homes. This type of work is requested by the client, and the contractor assigns employees to a client site or job site with the tools and equipment needed to complete the work. Another example might be a painting contractor with teams in the field that are assigned locally to a paint job.

Preventative maintenance work orders schedule routine upkeep to prevent equipment failures and extend asset life. These work orders assign technicians to inspect, clean, lubricate, and replace components on predetermined schedules. Examples include monthly HVAC filter changes, quarterly elevator inspections, or annual fire extinguisher testing. Preventative work orders reduce emergency repairs, minimize downtime, and help companies comply with safety regulations. Manufacturing facilities use these work orders to maintain production equipment, while property management companies schedule them for building systems like elevators, fire safety equipment, and HVAC systems.

An example of an inspection service work order could be for a home inspection business or building inspections. These types of services are assigned to inspectors in the field who use checklists and create a report on the condition of a property for home owners, property managers, and real estate transactions.

An example of a work order for a utilities business could be for an oil and gas company with production repairs taking place in the field. This type of work order is typically an internal request so that utilities companies can easily assign maintenance jobs to the right workers in the field.

Now that you know some common examples of work orders in action, this section covers some best practices on how to write a work order. Although there are many different use cases for work orders, here is our list of the most common items to include when writing a work order:

  • Address and location information: Providing the job location is critical so teams know where the work needs to be performed.
  • Designated contact information: It’s important to have the designated person’s contact information, in case there is an expected delay in arrival for performing the work or if questions happen to arise in connection with that work order. This contact may also be different from the requestor if there happens to be a facility manager or other worker that is present instead. 
  • Due date: Having a due date for a work order is important for preventing a backlog of work, and it gives you the ability to predict downtime due to maintenance or repair work going on.
  • Request date: You will want to keep track of when requests were submitted, and including a date helps to ensure that work requests don’t fall through the cracks.
  • Requestor information: It’s possible that a different person will be present than the person who actually submitted the request for work or maintenance service. It can be helpful to have the requestor’s information to reference, in case there are questions related to the request.
  • Assigned field technicians or maintenance team: Work orders should always contain information about the teams that are assigned to fulfill the order. This helps companies track work being performed and helps to ensure that the correct individuals are responding to the request.
  • Instructions for work to be carried out: Work orders should always include detailed instructions to avoid any ambiguity about the required work.

 

By following these best practices and including all of these elements in your work order requests, your team will encounter fewer issues when carrying out maintenance tasks, and this will help your teams maximize its efficiency.

Field service companies are set up with various forms to complete work and document information for the client. This is often referred to as a quote-to-cash process, and here are some key terms to understand and differentiate between.

Quotes and estimates. Typically, a bid, a quote, or an estimate is sent for review to the client. The client may want to review different companies and assess which option is best suited for their needs. Once a decision has been made, an approval is given by the client, and this will typically kick off the work order.

Work order. As we have covered in this article, the work order is generated and dispatched with the appropriate information to the field service team, who performs the work.

Invoice. Once the work order has been completed, typically, this initiates the invoice process. Invoices and work orders are not the same thing, but the invoice will mirror closely the work order with the job details and scope of work performed. The invoice is different in that it will reflect the exact prices, materials, and quantities that were actually used on the job and calculate the final bill for the customer.

Payment. Once the invoice report has been received by the client, they are able to submit payment terms and close out the work that has been performed. More companies are leveraging digital payment solutions to provide clients with an instant method of payment via credit card to get paid faster and to provide an instant digital receipt for documentation.

All of these steps take place for service companies, which is why it is often referred to as the quote to cash process and getting this right is crucial to getting paid on time and to ensure a seamless customer experience. 

Work order management software is growing in popularity for field service companies. This type of software is designed to streamline how your business operates.

This category of software is designed to support the entire quote-to-cash process, giving businesses of all sizes the ability to take advantage of digital tools for increasing productivity and creating a competitive advantage. While businesses have historically relied on paper to do business, the trend is to move toward integrated and streamlined digital forms.

The major pain points for using paper forms include:

  • Lost work orders. Paper forms can easily be misplaced or lost.
  • Illegible handwriting. Messy handwriting can create confusion or errors.
  • Incomplete information. Technicians can forget to include required information.
  • Calculation errors. Performing math by hand can easily lead to calculation mistakes.
  • Manual processes. Employees need manual data entry and other tedious processes to get the job done.
  • Inability to scale. Paper forms are time-consuming and create busy work that slows down business growth.

Work order management software has tools to automate manual work, standardize how data is collected, and share information in real-time between the field and the office. This type of software is designed to increase productivity, helping employees focus more of their time on work that matters and less time on manual processes. 

Want to learn more? This article shares three of the top reasons to leverage work order management software for your business.

GoCanvas is a leader in field service management software solutions, trusted by thousands of companies worldwide to increase productivity and streamline operations. Leverage our no-code platform for an easy-to-use work order management solution and to digitize your quote-to-cash processes. Contact our team to see how it works or sign up for a free trial to get started today.

 

Frequently asked questions

What is a work order and why is it important? +

A work order is a document used by field service organizations to manage tasks that need to be performed for a client or at a job site. It provides details about the work to be done, the location, and the personnel assigned to the task. Work orders are crucial because they ensure that jobs are assigned to the right team members and that there is a clear understanding of the work scope.

The importance of work orders extends to operational efficiency. By using work orders, companies can streamline their processes, reduce errors, and improve communication between the office and field teams.

What are the different types of work orders? +

Work orders can vary significantly across industries, but some common types include residential services, contractors and construction, preventative maintenance, inspection services, and utilities work. Each type addresses specific industry needs, such as pest control or landscaping for residential services, or equipment maintenance for preventative maintenance work orders.

Understanding these types helps businesses tailor their work order processes to meet specific operational requirements and improve service delivery.

How do you properly fill out a work order? +

Filling out a work order requires attention to detail to ensure all necessary information is included. Key elements include the job location, designated contact information, due date, request date, requestor information, assigned technicians, and detailed instructions for the work.

Including comprehensive details in a work order minimizes misunderstandings and ensures the task is completed accurately. For example, a clear due date helps prevent backlogs, while detailed instructions reduce ambiguity.

What distinguishes a work order from an invoice? +

A work order and an invoice serve different purposes in the service delivery process. A work order is created to outline the tasks to be performed and is sent to the field service team. It includes job details and instructions but does not contain pricing information, as it is used to manage and track the work being done.

In contrast, an invoice is issued after the work is completed. It reflects the prices, materials, and quantities used, and calculates the final cost for the customer. While a work order initiates the service process, an invoice concludes it by detailing the costs and enabling payment.

How can work order management software benefit businesses? +

Work order management software offers significant advantages for field service companies. It automates manual processes, standardizes data collection, and enables real-time information sharing between the field and the office. This helps businesses increase productivity by reducing time spent on paperwork and minimizing errors caused by manual data entry.

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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