Building & Implementing a Fleet Vehicle Inspection Checklist

Building & Implementing a Fleet Vehicle Inspection Checklist

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Fleet managers are responsible for the safety and compliance of their vehicles, ensuring that they are correctly maintained and minimizing downtime. A fleet vehicle inspection checklist can help with all of these things.

A fleet vehicle inspection checklist is an essential tool for fleet managers, allowing them to ensure that all vehicles in their fleet are safe, compliant, and well-maintained. The purpose of a mobile fleet vehicle inspection checklist extends beyond safety and compliance reasons – regular inspections can also identify mechanical issues early on, helping minimize downtime and increase efficiency across the fleet.

Mobile fleet management inspections allow fleet managers to track vehicle usage, monitor wear, and tear, and identify any concerns that need to be addressed. In addition, they provide a comprehensive view of the entire fleet’s health and performance.

When creating a fleet vehicle inspection checklist, it’s important to consider the essential features that should be included. These include:

  • Fleet Operations: Are fleet operations safe and legal driving practices?
  • Driver Safety: Are all safety features up-to-date, adequately maintained, and functioning correctly?
  • Fleet Maintenance Services: Is the vehicle being maintained in line with the manufacturer’s guidelines Does it require any immediate repairs or maintenance?
  • Fuel Management: Is the vehicle adequately fueled, and are fuel costs managed efficiently?
  • Fleet Tracking: Are fleet vehicles being tracked in real-time?
  • GPS Tracking: Is GPS tracking available for fleet vehicles?
  • Repair Services: Are repair services available for fleet vehicles?

Once you’ve created your fleet vehicle inspection checklist, there are several strategies you can use to ensure that it is implemented throughout the fleet.

  • Ensure all drivers understand the importance of collecting real-time data by completing an inspection before and after each job.
  • Train drivers on correctly completing the inspection form for their work orders so that all defects are appropriately noted.
  • Provide drivers with mobile devices to easily access and accurately complete the form.
  • Set up automatic inspection reminders to ensure that they are completed regularly.
  • Review the forms after each inspection to ensure all defects have been noted and all necessary repairs have been taken care of.

GoCanvas has a variety of mobile fleet vehicle inspection forms available for mobile apps, making it easy to create a customized checklist for your fleet. With our intuitive drag-and-drop form builder, you can easily add and remove fields, set up digital signatures, automate data collection, and more. To get started with GoCanvas mobile fleet vehicle inspection forms, contact us today 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

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Guide to Unlocking Frontline Data to Optimize Business Operations

Guide to Unlocking Frontline Data to Optimize Business Operations

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Many small to medium-sized businesses have faced uncertainty during the pandemic. Nearly every industry struggled to some extent, from supply and labor shortages to low-quality data. However, with the help of in-depth analytics and data collection, SMBs can optimize their frontline operations and navigate through difficult times. The following guide will illustrate the value of high-quality frontline data and show how the right analytics tools can make the most of it.

In the wake of the pandemic, businesses of all types continue to experience numerous challenges. It’s important for business leaders to be able to overcome them, which they can through the use of digital transformation technologies.

Some of the main disruptions affecting businesses today include:

  • Supply chain disruptions — Generally, the pandemic has led to certain challenges for supply chains, forcing businesses to adapt and innovate with various solutions to get around this issue.
  • Skilled labor shortage — Another problem that businesses are facing is a shortage of skilled frontline workers, which can further complicate supply chain disruptions. Companies need to find effective ways to attract new talent and offer a job experience that appeals to skilled workers.
  • Resource constraints — Businesses are also suffering from certain restrictions when it comes to resources. They lack the digital solutions, initiatives, skill sets, and other elements to optimize efficiency.
  • Competing priorities for budget — Conflicts of interest among leaders often lead to difficulty in prioritizing budgets for tech solutions that can improve business operations.
  • Hyper-automation — Businesses have a hard time determining when it’s best to adopt a particular digital solution to facilitate automation. In some cases, they may refrain from adopting automation solutions entirely until they become mainstream.
  • Everything as a service (XaaS) — Integrating multiple solutions and working with several service providers is often challenging. Keep in mind that it’s often better to consolidate your partnerships and focus on a single solution at a time.

Bad data — Bad data is one of the biggest disruptions that negatively affect businesses. Bad data could refer to inconsistent data, general inaccuracy, illegible data, or missing information. Low-quality data is such a serious issue that more and more businesses are making it a top priority to improve their data for the end users.

Making informed decisions and innovating with digital solutions can help resolve the issues of bad data and other pitfalls your business may experience. However, you might not be entirely sure how to approach your digitization strategy. Here we’ll review some of the initial steps you can take to transform your business and operations with digitization.

Different teams frequently wind up in data silos that contribute to inconsistent and otherwise bad data. To prevent this, you must break down silos between each team with real-time work process data. All this data must also be easy to understand and analyze, which will help guide your strategies. Companies must use the right tools to allow successful data capture. The right solutions will be user-friendly and easy to use, enabling users of all skill levels to access and utilize them.

Use a web-based click-to-connect data solution that’s easy to access and use. You won’t need to download any software while enhancing the customer experience. This will save more time and money while reducing liability. 

If you can find a way to simplify certain manual processes using digital solutions, you should integrate them. Your teams should be able to dedicate more time and attention to critical tasks. Various automation tools can allow for hyper-automation, which will keep your staff from wasting time on mundane, tedious tasks. In turn, your business will be able to get work done faster to optimize operational efficiency.

With the right BI solution, you can gain more transparency into your business operations with rich, valuable data. Using this data, you can more accurately identify risks and determine how to address them. This will help ensure that you’re consistently proactive as opposed to reactive in the functionality of your operations. You’ll also be able to improve your customer service with insights into customer behavior and other characteristics of end users. Taking all of these steps can go a long way in alleviating the pain points that might otherwise hold your business back. An effective digitization strategy will make it easier for your organization to transition into a new company culture and customer experience. You’ll also gain more knowledge of the options available and bring everyone on board as you eliminate negative perceptions of new tech solutions. Additionally, you can prioritize your budget to invest in the tools your business truly needs. In turn, this lowers overhead and operating costs while empowering frontline staff to make quicker wiser decisions.

Your business needs powerful analytics solutions to eliminate bad data and enable success. One of the most reliable tools available is GoCanvas Analytics.

With the help of this particular solution, you can get everything you need on a single, easy-to-use platform. GoCanvas Analytics features plenty of capabilities to help you unlock frontline data, including the ability to:

  • Collect, compile, and report all data
  • Issue instant notifications in the form of alerts
  • Automate report generation
  • Analyze data at a granular level to help discover actionable insights

GoCanvas Analytics also includes a number of features to help realize the full benefits of high-quality data. These features include:

  • Reporting by location
  • Shareable PDF reports
  • Embedded photos
  • Dispatch
  • Push notifications
  • Dashboard widgets
  • Filtering by categories and type

Integrating this tool into your operations will optimize your business’s data collection and analysis efforts. You’ll see improved performance, reduced failure rates, saved time, and reduced costs. You can make data-driven decisions that fuel your company’s long-term success and successfully overcome the many challenges you may face.

A solid digitization strategy will give your business the chance to flourish in many ways. The key is knowing which steps to take and which tools to implement based on your business’s unique requirements. By integrating tools like GoCanvas Analytics, you’ll gear your business for a successful digital transformation. This will enable real growth as your company benefits from improved performance and increased adaptability. If you would like to learn more about how GoCanvas can help you with your digitization strategy, connect to an expert today.

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.

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.

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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.

GoCanvas and Procore: Make Your Tech Work for you

GoCanvas and Procore: Make Your Tech Work for you

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GoCanvas and Procore have partnered to enable users to get the most from their solutions. Using a combination of GoCanvas and Procore, construction companies can harness the power of comprehensive data collection to keep the office and jobsite connected, all on one platform. 

GoCanvas and Procore makes it easy to take full advantage of your data.  Optimize data collection and integration with a variety of features and capabilities, including:

  • More than 30,000 customizable form templates
  • Mitigation of risks using maintenance, safety, and OSHA forms
  • Enabling users to search and select reference data with ease
  • A custom analytics dashboard that allows for combined data viewing
  • Real-time workflow and approval kickoff
  • Dispatching to the field with pre-populated data
  • Sharing form submission data to Procore along with other platforms
  • Incorporate barcode scanning into any form

By combining GoCanvas and Procore, users can mitigate risk, empower field service staff, reduce cost, and increase visibility.

Procore offers plenty of capabilities that make it easy to manage your construction business. However, data integration through GoCanvas can solve certain pain points that might otherwise hold you back.

Some of these solutions include:

  • Automatic bi-directional data flow that optimizes both Procore and GoCanvas
  • Custom analytics dashboard with combined data from both GoCanvas and Procore
  • Transformation of operations through mobile data capture with flexible form functionality
  • Intelligent workflows that connect teams

As a result, construction firms can benefit from:

  • Increased accountability and oversight for improved risk mitigation
  • Simplification of tasks to help increase overall efficiency while reducing costs
  • Optimization of service operations and increased technician efficiency

GoCanvas is a leading provider of digital forms and solutions that make communication seamless, both in the office and in the field. This digital transformation tool empowers organizations to gather accurate data from the field, even offline, in real-time. In addition, they strive to provide solutions that improve customer efficiency, reduce risks, and make informed decisions. Over 5,000 companies in construction, field services, manufacturing, utilities, and fleet management are building their business using GoCanvas, using their curated and customizable forms. 

Procore is a mobile project management software that gives both office and field teams the tools they need to connect.

With the help of Procore, companies can effectively manage project budgets with consistently dependable data from the field. This digital transformation tool uses a single platform to assign, log, and address any issues they identify. In addition, Procore makes it easy to streamline billing, collect bids, and distribute information using a central solution.

GoCanvas hopes to enable Procore users to get the most from this solution with enhanced data collection and connectivity.

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.

A Guide to Transforming Fleet Inspections with Digital Solutions

A Guide to Transforming Fleet Inspections with Digital Solutions

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Government-mandated vehicle inspections lack uniformity. The European Union (EU) has standards that apply to all countries, but every country can institute their own. Canadian inspection requirements are determined by province, and the United States has state and federal regulations. How does a fleet manager keep up?

Here are a few steps to make the task manageable.

Fleet inspections should be part of every maintenance program regardless of government regulations. Scheduling vehicle maintenance that complies with mandated inspections ensures:

  • Vehicle safety
  • Reduced maintenance costs
  • Extended vehicle life
  • Compliance

Incorporating software solutions into your inspection requirements, into a larger maintenance program eliminates duplicate efforts and frees technicians to address more immediate repairs.

Scheduled preventive maintenance checks reduce the chance of unexpected repairs or equipment breakdowns. They help protect a company’s assets and extend the life of a vehicle. Some insurance carriers require inspection and maintenance documentation before approving coverage.

Adding mandated inspection requirements to planned fleet maintenance checks reduces the risk of an out-of-compliance citation. If multiple jurisdictions are involved, the inspection efforts become more complex, increasing the risk of a requirement being overlooked.

Lists identify the items to be checked during an inspection or what functions to test as part of scheduled maintenance. Checklists ensure consistency. They can also create more work, especially if they are paper-based.

How costly are paper-based checklists? A box of paper containing ten reams has 5,000 pages.  The average paper usage per worker in the United States is 10,000 pages or two boxes of paper a year. While two boxes of paper may only average around $100, it’s the time lost in printing, copying, and distributing the paper-based checklists that impact the bottom line.

Someone has to update paper-based checklists. Without a version control system, it’s easy to use an out-of-compliance checklist, resulting in an out-of-compliance vehicle. The situation generates a snowball effect where costs grow because of fines, unscheduled repairs, and technician overtime.

Digitizing inspection checklists eliminates problems with version control. When forms are updated, they replace existing lists automatically. When employees access a checklist, the current version displays on their phone, tablet, or computer. The checklist is completed electronically and uploaded for back-end processing. Alternatively, completed digital forms could be forwarded to a manager or supervisor for review and approval before being uploaded. With e-signing capabilities, paperwork isn’t delayed, lost, or misplaced. The process from inspection to reporting becomes seamless.

Digitized data is easily transmitted to a central location where critical information on fleet inspections can be secured. The centralized data becomes a single source of truth for what is transpiring across a commercial fleet. Providing access to the same data throughout the enterprise can result in:

  • Faster routine maintenance
  • Responsive field support
  • Smoother workflows

Centralizing data means sharing data that establishes an informed workforce, empowered to make data-driven decisions.

Maintenance schedules with digital checklists should outline what checks to perform on a daily, monthly, or yearly basis. When a van is scheduled for a six-month maintenance check, the technician can access the corresponding checklist. 

Mechanics can note areas on the digital form that may require additional checks. They can schedule repairs using an electronic form. Employees spend less time tracking down what needs to be done and more time doing it.

Systematic routine maintenance processes go a long way to extend a vehicle’s life. It minimizes wear and tear and can catch weaknesses that can be repaired before they become a problem. Even with the best maintenance programs, equipment can fail. With digital forms, the truck driver can submit a repair request and attach GPS coordinates for the maintenance crew. Drivers could even include photos of the damage so technicians can see what happened. 

Digital forms with well-designed workflows can keep a preventative maintenance program on track. Drivers can be notified of upcoming maintenance checks. Maintenance departments can communicate schedules to minimize operational disruptions. With a digital format, the information can be shared across the fleet. Data can be uploaded and made available to other solutions for tracking inventory or developing data-based insights.

Part of compliance is reporting. Digitizing information makes it easy to produce reports showing compliance with inspection standards. Electronic driving records ensure compliance without the hassles of managing reams of paper. Creating mobile applications that track driving hours can minimize the time a driver must spend documenting activities to remain in compliance.

Using digital resources, fleet managers can ensure compliance through checklists and consistent reporting.

  • With digital data, checklists can be uploaded and databases updated for faster reporting. Managers do not have to track down drivers or technicians to prepare compliance reports.
  • Digital forms ensure that the same data is collected every time. Data consistency means more reliable reporting and fewer follow-up requests.

With digitized data, compliance takes less time with fewer errors, resulting in more time for more customer-facing tasks.

Data collected through digital forms can provide insights into fleet operations. Historical data can identify vehicle-specific trends, reducing the likelihood of an in-field breakdown. Minimizing unplanned servicing can save between $488 and $760 a day in vehicle downtime.

Mobile forms allow drivers and technicians to submit data in real time. If approvals are required, digital form solutions like GoCanvas can capture signatures electronically for faster processing.  With these capabilities, fleet managers can make and approve adjustments in schedules or delivery times.

Using a solution such as GoCanvas allows fleet managers to build forms from a no-code platform. Through drag-and-drop capabilities and templates, individuals with little to no coding experience can create forms. Organizations can work on their digital transformations without adding to the workload of the IT department.

Given the flexibility of a GoCanvas platform, fleet departments can generate jurisdiction-specific checklists. Whether it is adding or subtracting items on a list, digital forms can be created in hours and modified in minutes. Fleet managers no longer need to wait months, if not years, for developers to deliver an electronic form that can only be updated by IT. 

When checklists become outdated, the out-of-compliance risk increases. Companies must depend on employees to remember what has changed until the form can be updated. Relying on human memory to recall undocumented changes in compliance regulations will ultimately lead to fines and other penalties.

With the right process and partner, fleet managers can ensure compliance, improve operations, and reduce employee friction. Talk to the experts at GoCanvas to learn how to transform your fleet inspection process.

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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Improve Your Field Service Workflow in 5 Easy Steps

Improve Your Field Service Workflow in 5 Easy Steps

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Field service work can be difficult and time-consuming. But with the right tools and a bit of organization, it doesn’t have to be. Following these tips for integrating mobile applications into your business processes can save time and energy while ensuring that your work is done efficiently and effectively.

The first step to improving your field service workflow is to automate as much of the process as possible with field service automation software. Mobile apps can help by allowing you to fill out forms and submit them electronically. This enhances the functionality of your business and eliminates the need for paper forms, which can be lost or misplaced. It also speeds up the process by allowing you to submit information in real-time.

Integrating your work orders into your mobile app can help you keep track of all the details in one place. This includes the customer’s information, the service to be performed, and any special instructions. This readily available information will help you provide better customer service and avoid mistakes.

Scheduling, route planning, and optimization are essential for any field service business. Mobile apps can help you plan your routes more efficiently and optimize your schedule to save time. This way, you can be sure that you’re making the most of your time and resources.

Customer management is another important aspect of field service. Mobile apps can help you keep track of your customers’ information and preferences. You can provide them with the best possible service and increase customer satisfaction.

Clear and effective communication is essential for any business, but it’s especially important in field service operations. Mobile apps can help you communicate with your team in real-time by sending work order notifications. This way, you can keep everyone on the same page and resolve any issues quickly.

Implementing an optimized field service workflow delivers measurable improvements across multiple business metrics. Companies that embrace workflow automation typically see improvements in operational efficiency within the first six months of implementation.

Workforce Management Automation: Automated scheduling and dispatch systems eliminate the time-consuming process of manually assigning technicians to jobs. This reduces administrative overhead while ensuring optimal resource allocation based on location, skills, and availability. Managers can focus on strategic initiatives rather than daily scheduling logistics.

Elimination of Manual Processes: Digital forms and automated data capture reduce paperwork processing time. Technicians spend more time solving customer problems and less time on administrative tasks. This improved productivity directly impacts your bottom line through increased billable hours and reduced operational costs.

Enhanced Customer Experience: Real-time updates and improved communication lead to higher customer satisfaction scores. Customers receive accurate arrival times, service updates, and instant access to service documentation. This transparency builds trust and encourages repeat business and referrals.

Data-Driven Decision Making: Automated workflows generate valuable analytics about service patterns, technician performance, and customer preferences. This data enables strategic improvements that can increase revenue through better resource allocation and service optimization.

Reduced Operational Costs: Streamlined workflows typically reduce overall operational costs through improved efficiency, reduced travel time, and minimized rework due to better first-time fix rates.

Creating a standardized field service workflow template is essential for maintaining consistency across your operations. A well-designed template serves as your roadmap, ensuring every technician follows the same proven process from initial service request to job completion.

Your field service workflow template should include these critical components: initial customer contact protocols, job assessment procedures, resource allocation guidelines, execution standards, quality control checkpoints, and customer follow-up requirements. This structured approach eliminates guesswork and reduces the likelihood of missed steps or inconsistent service delivery.

When developing your template, consider the unique aspects of your industry and service offerings. The key is creating a framework that’s comprehensive yet flexible enough to adapt to various service scenarios.

Implementing your workflow template across your organization requires proper training and ongoing reinforcement. Ensure all team members understand not only what to do but also why each step matters for customer satisfaction and business success. Regular reviews and updates to your template based on field feedback will keep it relevant and effective.

At GoCanvas, we provide customizable templates to field service businesses to enhance their workflow. Our easy-to-use platform allows you to create checklists, work orders, and inspection reports. Our mobile apps are designed to help you automate your workflow and improve coordination among your team. To learn more, contact us today.

Frequently asked questions

How can workflow automation benefit field service operations? +

Workflow automation in field service operations can significantly enhance efficiency by reducing manual processes. By using field service automation software, tasks like filling out forms and submitting them electronically become seamless. This reduces the risk of losing or misplacing paper forms and allows for real-time data submission. As a result, field technicians can focus more on solving customer issues rather than on administrative tasks.

What role does work order integration play in field service workflows? +

Work order integration is crucial in field service workflows as it centralizes all necessary information in one place. By integrating work orders into a mobile app, field service professionals can easily access customer details, service requirements, and any special instructions. This view helps in delivering better customer service and minimizes the chances of errors during service delivery.

Why is route planning and scheduling important in field service management? +

Route planning and scheduling are essential components of field service management as they help optimize time and resources. By using mobile apps for scheduling and route planning, field service businesses can ensure that technicians are making the most efficient use of their time. This optimization reduces travel time and ensures that more jobs can be completed within a given timeframe.

How does customer experience management impact field service workflows? +

Customer experience management plays a pivotal role in field service workflows by ensuring that customer interactions are smooth and satisfactory. Mobile apps can assist in managing customer information and preferences, allowing service providers to tailor their approach to each client’s needs. This personalized service can lead to higher customer satisfaction and loyalty.

What are the benefits of using a field service workflow template? +

A field service workflow template provides a standardized approach to service delivery, ensuring consistency across operations. By following a well-designed template, technicians can adhere to proven processes from initial service requests to job completion. This structured approach minimizes the chances of missed steps or inconsistent service delivery.

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.

How Mobile Field Service Apps Can Improve Field Service Management

How Mobile Field Service Apps Can Improve Field Service Management

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It’s no secret that technology has changed how we live and work, especially in the  field service industry. Field service management has never been easier or more efficient thanks to mobile apps.

Mobile apps have highly impacted the field service industry by making it more effective and efficient by:

  • Mobile apps enable time-saving automation for technicians and allow them to access customer information and service history and track job progress on-site by utilizing their mobile device. This helps ensure that jobs are completed on time, reduces the chances of errors happening, and enhances the customer experience.
  • Mobile apps allow technicians to submit photos and notes from the field, which can help with troubleshooting and problem-solving.
  • Field service managers can use mobile apps as field service management software to create work orders, invoices, service reports, and notifications, assign jobs to technicians, and track job progress in real-time. This allows them to be more responsive to customer needs and ensures that jobs are completed as quickly as possible.
  • Mobile apps allow field service businesses to streamline their workflow and provide transparency in field service operations that were impossible before. Customers can now see what stage their job is at, how close it is to being finished, and what kind of feedback has been received from technicians. This makes customers feel more connected to the process and builds trust between customers and the company.

Mobile apps help improve safety by giving field service technicians access to important safety information. This includes job site hazards, customer contact information, and emergency procedures. They also help with compliance by ensuring technicians follow all the necessary steps for each job. This includes completing safety checklists, documenting accurate job times, and collecting customer signatures. By using a mobile app, field service businesses can have peace of mind knowing that their technicians are following best practices and that their customers are happy with the service they’ve received.

Mobile apps have changed field service management for the better by making it more effective, efficient, and safe. You’re missing many benefits if you’re not using a mobile app for your field service business. GoCanvas provides templates to create a customizable mobile app for your business, including checklists, forms, project management tools, and more. To learn more, contact us today.

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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Three HVAC Maintenance Checklists that will Reduce Errors and Grow Your Bottom Line

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Common Workplace Hazards for Field Service Providers and What to Do About Them

Common Workplace Hazards for Field Service Providers and What to Do About Them

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Field service providers face a variety of safety hazards while on the job site. Some of these hazards are common to all workplaces, while others are specific to the field service industry. By knowing what these hazards are and how to protect yourself from them, you and your field technicians can stay safe while working.

Common workplace hazards include slips, trips, and falls. However, more specific to the field service industry are risks such as working at heights, driving hazards, electrical hazards, and exposure to harmful chemicals.

Slips, trips, and falls are among the most common on-site accidents. They can happen anywhere there is a change in elevation or surface type, such as going from a carpeted floor to a tile floor. They can also happen when loose cords or clutter create a tripping hazard.

  • Keep floors clean and free of debris
  • Use floor mats or anti-slip tape in areas where there is a risk of slipping
  • Make sure all cords are neatly organized and out of the way
  • Be aware of changes in elevation, such as steps, curbs, or confined spaces

Working at heights can be dangerous for field service technicians, whether climbing a ladder to clean gutters or working on a roof. Falls from heights are one of the leading causes of workplace fatalities.

  • Wear appropriate fall protection gear, such as a harness
  • Inspect your personal protective equipment (PPE) before use to make sure it is in good condition
  • Use the buddy system when possible
  • Be aware of your surroundings and stay away from edges

Field service providers often have to drive as part of their job. This can be hazardous if you’re not used to driving in certain conditions, such as icy roads.

  • Be familiar with the route you’re taking
  • Plan for extra time, so you don’t have to rush
  • Be aware of other drivers

Electrical hazards are common in the field service industry because technicians often work with wiring and other electrical components. shocks and burns are the most common injuries from electrical hazards.

  • Turn off all power before working on electrical components
  • Use proper safety gear, such as gloves and goggles
  • Inspect equipment for damage before use
  • Keep your work area clear of flammable materials

Many field service providers work with chemicals that can be harmful if inhaled or ingested. Some common examples are solvents, cleaners, and pesticides.

  • Read the label carefully and follow all directions
  • Wear proper safety gear, such as gloves and a respirator
  • Work in a well-ventilated area
  • Keep chemicals stored in their original containers

If you or someone else is injured on the job, it’s important to know what your safety procedures are.

  • Call for medical help if necessary
  • Report the accident to your supervisor
  • Fill out any necessary paperwork
  • Follow up with your doctor for any injuries sustained

By following these safety tips, you can help prevent accidents and injuries on the job. If an accident occurs, ensure you know how to respond so you can get the help you need.

Safety training is vital to service work. GoCanvas can help you implement your safety policies by providing your business with field service management software where you can create safety training, checklists, and workflows to protect the operational safety of your field service business. Contact us today 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

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How Mobile Field Service Apps Have Changed Field Service Management

How Mobile Field Service Apps Have Changed Field Service Management

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Field service management is a critical process for companies that rely on field service technicians to maintain and repair their products. In the past, this process was often handled through paper-based work orders and communication methods that were slow and inefficient. However, with the advent of mobile field service apps, companies are now able to manage their field service operations more effectively and efficiently than ever before. Field service apps allow technicians to access work orders and customer information from anywhere in the world, which speeds up the repair process and improves customer satisfaction. Additionally, mobile apps allow companies to track technician locations in real-time, which enhances safety and compliance. Overall, mobile field service apps provide several benefits that can help companies improve their field service operations.

In the past, work orders for field service technicians were often paper-based, which made it difficult for technicians to access them from remote locations. This would often lead to delays in the repair process as technicians had to wait until they returned to the office to receive their work orders. However, with mobile field service apps, work orders can be digital and easily accessed by technicians anywhere in the world. This allows repairs to be completed more quickly and efficiently, which leads to improved customer satisfaction.

Another way that mobile field service apps have changed field service management is by automating many of the tasks associated with managing a field service operation. For example, apps can automatically give real-time updates to technicians, customers, job site locations, track your service team’s GPS locations, and schedule follow-up appointments. This automation eliminates many of the manual tasks that field service managers previously had.

Mobile field service apps also optimize workflows by providing technicians with the information and tools they need for project management and to complete repairs quickly and efficiently. For example, some apps provide technicians access to customer records, product manuals, and parts catalogs. This allows technicians to resolve problems more quickly without waiting for assistance from a field service manager. Additionally, mobile apps often include built-in scheduling features that allow managers to plan and optimize technician routes. This helps to ensure that technicians can complete their work promptly and reduces fuel costs associated with inefficient routing.

Inventory management, GPS tracking, client management, and scheduling are only a few of the features that can enhance the functionality of your field service business. Mobile apps provide an all-in-one solution for managing your field service business, which makes it easier than ever to run your operation smoothly and efficiently.

Enhancing the customer experience is one of the most important goals of any business, and mobile field service apps can help you achieve this goal. By streamlining workflows, enhancing customer management, and automating many of the tasks associated with managing a field service operation, mobile apps make it easier to provide customers with the high-quality service they expect and deserve. This leads to improved customer satisfaction and loyalty, which can result in positive customer relationships and more repeat business and referrals.

Another benefit of mobile field service apps is that they can help reduce pricing associated with your field service operation and invoicing. For example, by automating appointment scheduling, you can eliminate the need to pay a receptionist to schedule appointments. Additionally, by tracking technician GPS locations, you can minimize fuel costs by ensuring technicians take the most efficient routes to customer locations. Overall, mobile apps can help you reduce the costs associated with running your field service business, which can improve your bottom line.

Field service technicians often work in remote or dangerous locations, which can pose a safety risk. However, mobile field service apps can help improve safety and compliance by providing technicians with the information and tools they need to stay safe while working. For example, some apps provide technicians access to customer records, product manuals, and parts catalogs. This allows technicians to resolve problems more quickly without waiting for assistance from a field service manager. Mobile apps can also track technician GPS locations, allowing field service managers to monitor technician safety and compliance.

Overall, mobile field service apps have made field service management more effective and efficient by automating many tasks associated with managing a field service operation. In addition, mobile apps have improved safety and compliance by providing technicians with the information and tools they need to stay safe while working. Finally, mobile apps can help reduce costs associated with your field service operation. These factors combine to make mobile field service apps an essential tool for any business that relies on field service operations.

GoCanvas can help your business with field service management solutions including customizable cloud-based templates, checklists, and management tools that can be used on mobile devices or tablets. Contact us today to learn more about getting started.

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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A Comprehensive Guide to Post-Construction Cleaning Checklists

A Comprehensive Guide to Post-Construction Cleaning Checklists

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When a construction project is complete, the final step is a thorough inspection of the job site to ensure everything is clean, organized, safe, and put away. This final walkthrough usually involves a construction punch list and ensures that all loose ends are tied up, damages are addressed, and the property is up to standard. One way to ensure all of these are done is by creating and utilizing a custom post-construction cleaning checklist.

What is A Post-Construction Cleaning Checklist?

A post-construction cleaning checklist is a detailed document that breaks down the different areas of a worksite into specific categories for cleaning. It helps workers walk through each space and identify any cleanup tasks that need to be done before the project can be considered complete.

Your post-construction cleaning checklist should walk cover each area of the building. It should serve as a guide to help workers inspect all aspects of the building—from floors, windows, and ceilings to external features and the removal of trash and debris. Here’s what to include:

All doors that lead into the building should be inspected and cleaned. These areas are the first things the new owner will notice when they arrive on the property.

  • Dust exterior lights
  • Make sure all lights are working
  • Wipe down windows
  • Clean doors, door frames, and doorknobs
  • Sweep entrance ways

The living rooms and common areas should be clear, clean, well-lit, and free of debris. All evidence that you were there working should be removed.

  • Floors are swept and vacuumed/mopped
  • All lights are working and free of dust
  • Doorknobs and light switches are clean
  • Windows, window sills, and window tracks are cleaned and dusted
  • No evidence of paint drops on the floors or scuff marks on the walls
  • Trash removed
  • Doors and doorframes cleaned

Kitchens can be complicated spaces, filled with crevices and spaces that often get overlooked. Part of completing a construction project is making sure the kitchen area is clean, and everything is in working order.

  • Dust all shelves and countertops 
  • Clean inside appliances
  • Clean inside cabinets and drawers
  • Make sure all cabinet hardware is clean and secure
  • Sweep and vacuum/mop floors
  • Clean windows, window sills, and window tracks
  • Remove trash
  • Clean sink and backsplash
  • Wipe down all fixtures and finishes

Although they’re usually one of the smallest rooms in a home, bathrooms must be clean and in working order by the end of a construction project.

  • Sink, tub, and shower are clean and sanitized
  • Toilet is sanitized
  • Mirrors, cabinets, and counters are wiped down
  • Floors are swept and vacuumed/mopped
  • Inside cabinets and drawers are cleaned
  • Windows, baseboards, light fixtures, doorknobs, and doorframes are cleaned
  • Trash is removed

Removing trash, dusting light fixtures, and ensuring the floor, walls, and windows are clean is vital in a clean and complete bedroom area. Some other things to look out for when inspecting a bedroom area include:

  • Cleaning inside closets
  • Dusting light fixtures and ceiling fans
  • Wiping down baseboards
  • Dusting built-in shelving units
  • Dusting grates and vents
  • Removing paint from hinges

The final step of your post-construction cleaning checklist should include a careful analysis of the exterior of the property. This means checking to make sure all packaging, tape, plastic, and other signs of construction are taken away from the property and disposed of properly.

  • Remove all trash from the premises
  • Sweep/power wash the walkways
  • Sweep all porches, decks, and patios
  • Clean garage door and mailbox

At GoCanvas, we provide construction teams with the tools they need to do any job efficiently. Learn about our different checklists templates and work with us to custom-design one that works best for your business. Contact us today 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

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6 Types of Future Technology for Construction Professionals

6 Types of Future Technology for Construction Professionals

According to Deloitte’s 2021 engineering and construction industry outlook, 76 percent of engineering and construction executives indicated that they are planning to invest in digital technology this year. Investing in the latest construction technology is helping business owners facilitate digital transformations and stay a step ahead of the competition. Modernizing your current construction processes have real, practical applications and benefits. And if your construction company wants to maintain a competitive edge, you’ll need to find ways to integrate new approaches into your strategy and workflows. These cutting-edge technologies are drastically changing how the industry operates and how future projects will be completed.

Apps are becoming more of the norm in construction and for a good reason. The increased portability of tablets, smartphones, and other new technologies allows for greater communication between construction teams and the ability to work from anywhere. More specifically, data collection apps are helping construction companies gather faster, more accurate, and higher quality data from the jobsite. Integrating this type of technology into your current project management processes is simple. It equires a smaller upfront investment while still providing major benefits, including:

  • Significant time savings & reduced data entry errors. Data collection app users have reported more than 20 field and administrative hours saved each week, along with a 50 percent reduction in data entry errors. Helpful tip: Estimate your ROI potential by using our free online calculator.
  • Enhanced workflows. You can automate data collection workflows, so the submission of one form triggers another form to be sent, and so on, until a particular task is completed with all necessary sign-offs and collected data. Additionally, some data collection applications offer mobile forms and web forms apps so your team can submit forms on their smartphones, tablets, laptops, desktops – basically any digital device.
  • Improved safety compliance. Data collection apps can facilitate everything from daily equipment inspections to near-miss reporting to a comprehensive job safety analysis.

Instant reporting. Whether you need daily job reports, quick turn-around on client deliverables, or fast access to legal documentation, a data collection app is going to help you streamline reporting. You can also easily customize reports based on your business needs.

Drones are the most widely used emerging construction technology. They can conduct site surveys more quickly and accurately than a crew on the ground and are cheaper than aerial imaging. Their high-resolution cameras and the data collected can create interactive 3D or topographical maps and models, and take volume measurements.Another benefit of using drones is the ability to inspect hard-to-reach places such as bridges or around tall buildings, and to do it safely. You can also use them to monitor progress on a job site and see how people work.

The use of BIM provides space for better collaboration because each person and expertise area can add their piece to the same model, instead of breaking out onto multiple versions of a 2D paper drawing. This way, the model evolves immediately as people contribute, streamlining the process and increasing efficiency. BIM also helps with problem-solving in the design and planning stages of a project, by automating clash detection and providing a more complete picture of the project. We’re seeing more and more global government initiatives to make BIM a compulsory procedure for large-scale facilities projects, including in India, Hong Kong, France, South Korea, Germany, and Italy. In the United Kingdom, BIM is already mandatory for government construction projects. According to Research and Market’s 2021 Building Information Modeling Market Report, emerging trends that will have a direct impact on the industry include AI development in BIM, increased demand for BIM-based cloud collaboration, and modular construction and prefabrication.

Virtual reality technology is often used in conjunction with BIM to help better understand complex projects. Think of the potential: you create a building design with BIM and then are able to use VR to actually walk around it. Pretty cool, right? This will give your team, or the client, an even more realistic idea of what the project will look like once completed. Having a more complete grasp on the project before it begins gives you the opportunity to avoid big changes and expensive change orders mid-way through. Wearables are a construction technology that is not only making a positive impact on safety, but also productivity. AsphaltPro published a recent article on the topic, reporting that wearable technology in the construction industry can increase productivity by 8.5 percent and workplace satisfaction by 3.5 percent. The article also highlighted some notable products on the market, including XOEye Smart Glasses, Spot-r Wearable Sensor, and Redpoint Positioning Safety. Vest Sensors

3D printing as a construction technology has the potential to change material sourcing. For prefabrication, materials for a project can be printed and then transported to the job site, ready for use immediately. This can allow you to get materials faster and streamline the process by removing extra steps in the middle.3D printing makes it possible to print materials right on site, reducing waste and further saving on transportation and storage costs. However, one of the current challenges with the adoption of this technology is limitations with mass production. Although some 3D printers can produce on a larger scale, they are expensive.

For years, artificial intelligence (AI) has provided benefits to construction projects through increased safety, improved workflows, and get jobs done faster and better. However, many construction companies continue to navigate and learn how to best apply this complex technology within their organization. Some larger firms have started to build out their own AI programs to help with internal decision-making processes and operations. While others are relying on third parties, such as AI advisors and solutions providers, to audit their current practices and identify opportunities for AI and/or machine learning implementation.

Investing in the latest construction technologies is undoubtedly a smart business move. The key is finding the tech tools to help you reach your company’s goals. As we mentioned earlier, onboarding a data collection app is a good place to start your digital transformation. At GoCanvas we provide a vast variety of templates to help you create the best project management apps for your construction site. Contact us today 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

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