3 Ways to Achieve OSHA Safety Compliance with GoCanvas

3 Ways to Achieve OSHA Safety Compliance with GoCanvas

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In July 2018, the Occupational Safety and Health Administration (OSHA) announced that they will require a digital submission of their Summary OSHA 300A Log (Yearly Summary of all Illness and Injury Reports). Failing to meet this requirement could result in a massive fine of up to $14,052.

This means that businesses across the US will need to start compiling all of their OSHA 300 and OSHA 301 (Illness and Injury Reports) records into a digital copy of a Summary OSHA 300A Log. There are a few ways that OSHA will be accepting the Form 300A Summary Log which include, webform, CSV import, or a transmitted version through a complex API.

GoCanvas streamlines this process making it so submitting the OSHA 300A form is as simple as pressing a button.

In the GoCanvas Application Store, you can easily find and download all of your industries’ OSHA safety documents into your GoCanvas account. This includes the OSHA 300, OSHA 301, and OSHA 300A log. Once you’ve added these apps to your library, you can easily organize and dispatch them to whoever would need access to filling out these reports in the field

But wait it gets better…

The GoCanvas team has developed an integrated solution that enables your employees to simply fill out either the OSHA 300 or OSHA 301 form (whichever is relevant to their situation) and have the information automatically flow into a digital copy of the OSHA 300A Log. In other words, this means there will be no copying or manual transfer that will have to occur on the back end. When it is time to submit your Summary OSHA 300A Log, all you’ll have to do is download the information as a CSV, and instantly upload it to the OSHA web portal for hassle-free filing!

This substantially eliminates human errors in data transfer and saves the HR folks time, stress, and even money.

In the past five years, is there a chance one of your OSHA 300 or OSHA 301 forms has been misplaced or thrown away? This mistake also could equate to a fine of over $12,000 on top of a potential lawsuit. OSHA requires all report records to be saved and stored for a minimum of 5 years.

GoCanvas gives companies unlimited storage for the lifetime of the account. Each record can be easily retrieved and reviewed in real-time. Since all of the information is stored in one place, OSHA audits and performance reviews will be simple as pie. But the best part is, that you’ll finally be receiving and viewing data in real-time, which allows for proactive decisions to be made within your business. This will ultimately help you to track down and eliminate inefficiencies within your operations.

We understand that the OSHA 300 and OSHA 301 forms aren’t the only safety forms your company fills out. For most businesses, there are many preventative measures and steps taken to reduce the risk of injuries from happening in the first place. With GoCanvas we offer a platform that can help you manage ALL of your other safety forms such as:

The best part is that you aren’t limited to the number of forms, submissions, or data within your account. This allows you to create a robust, OSHA compliant safety program that won’t break your budget.

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 Construction Job Bidding Templates

Guide to Construction Job Bidding Templates

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Increase Contract Wins with Digitalized Job Bidding Template Apps

Professionals in the construction business often have to submit construction bid forms to clients planning to build or remodel residential, commercial or institutional structures. Job bidding proposals may vary, but they often have three primary sections.

  • A Line Item Sheet that lists each expenditure and its projected cost
  • A Scope of Work document that fleshes out each line item
  • A legally-binding Construction Contract that states your terms

Job bidding by professionals such as contractors, plumbers, construction workers, remodelers, dispatchers and roofers can be very competitive, and it’s advantageous to implement helpful digital tools to gain an advantage over your competitors.

Construction Job Bidding Apps

A construction bid form template is an app that streamlines and digitalizes the process of creating a construction bid. It is a document or file used as a guide to fill in all the essential information needed for a construction bid proposal.

There are several  benefits of using a digital construction bid form template, but the three most important ones are:

  • You can quickly and easily create a professional-looking construction bid.
  • You can share the document with other people involved in the project, such as the architect, engineers, and clients.
  • You can save time by having all the information you need in one place.

The Line Item spreadsheet includes every element associated with the build. Items may include permit costs, lumber, excavating, cleaning, plumbing, doors, trim, drywall labor, brickwork, electrical installation, finish labor and flooring wood. A site visit, accurate measurements and attention to detail will enhance this document.

The most difficult part of the job bid may be predicting the cost estimate of each line item. Since prices can fluctuate over time, a bidder should never work from old data. While reviewing current prices, the project management team needs to calculate their profit margin and waste percentage. A smart bidder will study a wide range of variants that occur with regards to the location and time period of the build.

An extreme weather event in any part of the country might affect the nationwide price and supply of materials.

  • Consider the cost of materials and labor in your immediate locale. Prices can vary throughout a state or region.
  • Consider the season in which you are building. Will you be delayed by storms, snow, and rain?

If you bid too high on a project, you might lose the bid. But if you bid too low, you may not cover your costs, and it may indicate that you don’t understand the scope of the project. Finding the delicate balance between these two extremes is enhanced by experience and good recordkeeping.

When a construction professional first enters the business, he might want to consider a Labor Only contract to avoid the calculation of supplying materials. As with all contracts, be specific with cost delegation. For example, the client may agree to supply the lumber for a project, but not include the cost of nails, adhesives, disposal of materials and other general costs incurred.

The Scope of Work document lets you expound on the Line Item List. It will break down how many faucets and doorknobs you may need to complete a project. While a template is useful here, it’s important to personalize the form so it doesn’t look like a standard presentation. The client wants to know you put thought and consideration into your proposal.

A Scope of Work document typically contains:

  • An Explanation of Costs of particular items
  • Timelines that show each stage of the project
  • Terms of Payment states when and how you’ll be paid
  • Signature lines for all involved parties

Make sure to speak your client’s terminology in the document. The reader wants to see themself in your proposal. With that in mind, make sure your client is comfortable with terms like load-bearing wall, drywall, floor plan, and field measure. 

The Construction Bid Form is a contract that is a legally binding agreement stating the responsibilities of the bidder while protecting them from unnecessary liability. Damage from extreme weather is often a contentious part of a contract. Legal professionals recommend that a Delay Damages clause be included in a contract.

Job bidders tend to guard against surveying by competitors, by making their bid negotiations covert. At the same time, a construction project is a dynamic process with lots of moving parts, so it’s helpful to have input from trusted sources of expertise. While it’s important to hold your bid close to your chest, make sure at least one other person reviews your bid for accuracy and enhancement.

Digital templates can be helpful when you’re writing a bid contract. The trick is to customize them to present a personalized package. Paper forms can slow you down and allow another bidder to swoop in and walk away with the job. When you choose to use a construction bid form app, you can expect

  • Faster and more accurate bids
  • Better clarity and communication with clients, co-workers and subcontractors
  • Elimination of paperwork in the field and your office

A paperless, digital job bidding template app quickly calculates and estimates a bid ahead of paper-laden competitors. Without needing access to reams of paper, the app can pull material lists and labor rates to quickly and accurately complete the bid – right from the location.

A high-functioning construction app also has the flexibility to customize a bid, calculate costs, edit submissions (the PDF the client receives), capture images to document work, and can be shared in real-time, which can speed up a bid for a project. Once you’ve downloaded the GoCanvas app, it’s simple to drag and drop the fields you need to customize your forms. GoCanvas also has effective sharing and storing options:

  • Convert data captured to a PDF document and forward to the client or supervisor
  • Download to Excel
  • Export to your accounting or other software

GoCanvas offers a number of Job Bidding Templates:

  • Designed for fast-moving handyman services, the Handyman Bid Mobile App makes it easy to store the details of the job and calculate a quick job estimate.
  • The Bid Template proposal app is designed for versatility. It calculates labor costs, stores plan dates, job information, and budget.
  • The Plumbing Work Bid calculates materials, time, fees and labor costs to create a comprehensive project bid.
  • The Roofing Bid Proposal balances all the tricky components of a roofing project, including the type of roofing, proposed project, and terms and conditions.
  • The Remodeling Bid Proposal Form keeps track of all the specs for a construction project bid for submission to a competitive bidding or open bid process. Just some of the details include taxes, permits, tax-exempt status, other construction bid details, and more.

Convenient contractor job bidding form apps help you grow your business. Once your bid is secured, you can digitalize other paper-based processes including Project Implementation, Inspections, Work Orders and more. To learn more about how you can use GoCanvas for your business, 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.

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GoCanvas and Linxup: Fleet Management Made Easy

GoCanvas and Linxup: Fleet Management Made Easy

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

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

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

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

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

By using GoCanvas and Linxup together, companies can:

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

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

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

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

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

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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Ultimate Guide to Handyman Estimate Templates

Ultimate Guide to Handyman Estimate Templates

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Whether you run a property management business or you’re just starting out as a self-employed handyman, nailing down your handyman prices based on the job is vital to your success. Here’s why. 

Suppose you price yourself too high, you’ll force potential clients to shop around for estimates from your competitors. On the other hand, if you price yourself too low, either you’ll raise questions about your experience or potential clients will conclude that there’s some sort of catch. 

That said, how do you find that sweet spot when pricing your handyman services? Well, continue reading this guide to find out all you should know about the handyman business, including how to price your jobs right. 

“Handyman” is an umbrella term for a wide range of jobs and people. A handyman need not necessarily be a man, women can also do the same tasks. We’ll use the term “handyman” in this guide to refer to the entire profession of people with different identities. 

So, what kind of services do handymen do? Some standard services include: 

  • Installation of kitchen cabinets 
  • Fixing kitchen sinks 
  • Finding and fixing leaky pipes 
  • Stair repair and maintenance 
  • Carpet removal and installation 
  • Bathroom repairs, improvements, and maintenance 
  • Basic carpentry tasks 
  • Attic insulation 
  • Outdoor repairs and installations such as siding repair, gutter maintenance, and fencing. 

Whereas this list is by no means exhaustive, it sets an excellent benchmark for what services a handyman should offer. 

A handyman estimate template is a blank copy of your estimate form, which you can fill out to create a comprehensive estimate after a consultation. These templates can be filled in Microsoft Word, PDFs, Google Docs, Google Sheet Spreadsheets, Excel, handyman estimate software, or even free quoting tools. 

You can try out the GoCanvas mobile app for an easy-to-use solution for creating and sending handyman estimates.

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handyman estimate template PDF view

It’s important that you present the prospective client with the estimate in good time. Ideally, you should furnish the prospective client with the estimate within 24-48 hours after meeting or consulting them. This demonstrates that you’re a professional and enthusiastic about the job. Additionally, some clients want things to move fast, so the first submission of the estimate could win the job. 

High-quality workmanship comes at a price. Property renovation and maintenance projects require a substantial amount of time and effort. It is for this reason that every project should begin with an accurate estimate. 

An accurate estimate allows you to properly budget for the job at hand, and avoid any rude surprises when it comes to the materials needed to complete the job and the completion timeline. If you don’t present the customer with an accurate estimate of the entire cost of the renovation or project, you may find yourself in a scenario where you’re significantly under-budgeted. This may mean that you may have to absorb the additional costs or find out where you can reduce costs as the project is progressing. When this happens, besides you jeopardizing the quality of the project, this may also impact your revenue negatively. 

Conversely, if your estimate is on the higher side, potential customers may opt to work with other handymen who offer the same quality of service at competitive prices. This will mean you’ll have fewer clients, and fewer clients mean lower revenue generation. 

There are three ways of creating a written handyman estimate, namely: 

  1. Using a mobile app or software: This is the fastest and easiest method. Creating an estimate using this method takes a few seconds, and you can usually send the estimate right from the app. 
  2. Using Excel: This is the oldest way of writing a handyman estimate. In case you only need to send one or two estimates, this is a simple and free way of sending an estimate.
  3. Word processor: Google Docs or Microsoft Word can also be used to write estimates. Any word processor can work. 

The details you include in your estimate are far more important than the method you use to write or deliver them. Whether you create fancy written estimates or hand-deliver them, the vital components are always the same. They include: 

  • Description of your work: Ensure that you are ultra-clear about what the estimate covers. In some instances, all you’ll need is a one-line text to describe the work, like “installation of kitchen cabinets.” In other instances, you may need to explain the project extensively. 
  • Price estimation: You can either itemize everything or quote it in one lump sum. 
  • Important disclaimers: There are projects that start out small and end up being much bigger. For instance, if you’re going to replace a damaged siding, you may never know what you will find behind the siding. Your estimate is your chance to manage your client’s expectations so that they aren’t met with additional price charges they didn’t see coming. 
  • Benefits of hiring you: Suppose a potential client is receiving multiple estimates, it’s prudent to find a way of differentiating yourself from your competition. Otherwise, all the customers will use when choosing a handyman is the price quoted. 
  • The details of your company (name, address, email, phone number) 
  • Customer details (name and address) 
  • The date the estimate was created 
  • Project description 
  • Estimated cost 
  • Important exclusions and disclaimers 
  • The expiration date of the estimate 
  • Terms of payment 
  • Acceptable payment methods 

Handyman services usually charge by the hour. However, you can choose to charge by the hour if you feel that it’s a task that you can estimate accurately. That said, it is advisable to set a minimum service charge. This can be something like installing a doorbell or changing a light switch. It’s completely up to you if you want to create a fixed price for small tasks such as these or if you want to set an hourly rate. 

Needless to say, the more complex and larger the job, the more you’ll charge per hour. On average, the hourly rate for handyman jobs usually ranges between $60-$65, but jobs that get complex or are part of a larger company can be priced up to $125 an hour. 

Another thing you should consider when you’re calculating the price in a handyman estimate is your supplies and materials. Most jobs will require that you come with specific supplies, all of which should be billed to your client. You should also factor in taxes in your pricing estimate. 

Given that most handyman jobs aren’t recurrent, it’s likely that you’ll be billing your client once. Keep track of all your expenses and add a markup to ensure that you’re attaining your profit margin. 

An estimate is a rough calculation of the cost of work needed to be done upon initial inspection. Upon a handyman getting into a project, it’s not uncommon that the scope of the work will get expanded. Whether it is due to hidden damages that weren’t assessed or complications during the project, your invoice at the completion may be different from your estimate. An invoice is a bill for the services once a customer hires you for a project. They typically contain itemized costs and terms of payment. 

There are many options for creating paper form estimates, including Excel, Word, and Google spreadsheets. Whereas these options are free to use, there are many hidden costs and risks involved when using them. These include: 

  • Human error: When using paper forms, you can mistype formulas or make other errors and not notice that the final calculation is wrong. 
  • Version control issues: It can be challenging to keep track of the latest version of a document, especially if you have multiple versions of the same document. 
  • Lost work: This usually happens accidentally when a computer crashes and the document isn’t saved, or similar cases. 

More and more companies are turning to digital forms to create estimates. Digitizing handyman estimates can bring a number of benefits to handyman businesses. Including: 

  • Secure cloud platform for estimates 
  • Automatic calculations 
  • Digital signatures 
  • Image capturing ability 
  • Availability of reference data 

Regardless of whether you’re repairing a drywall or installing a new ceiling, a handyman’s job is never finished. With the hectic schedule and the sheer range of services you may offer, a handyman estimating software can help you manage your inventory and eliminate the sleepless nights of handling endless amounts of paperwork. 

GoCanvas estimate software for handyman businesses can help convert your paper estimates into efficient digital forms. It simplifies the contract bidding process with its mobile estimating tools that are both easy-to-use and comprehensive. 

With our estimating software, you’ll be able to: 

  • Auto-populate data like prices and parts to minimize manual input and eliminate errors. 
  • Automatically calculate the cost of labor and materials. 
  • Store estimates in the cloud so that you can review and update them anytime, anywhere. 

Try out our handyman business estimate form mobile app for free.

About GoCanvas

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

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

Check out even more resources

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Ultimate Guide to Roof Inspection Report Templates

Ultimate Guide to Roof Inspection Report Templates

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As a roofing contractor, your business has a long list of forms that need to be completed on the job. This includes things like routine inspections, roof reports for clients, safety forms for employees, and a multitude of other related forms like work orders and estimates. 

Instead of relying on paper forms, contractors are converting these processes into digital forms to help simplify workflows for everyone involved. This article covers an overview on roof inspection reports and links to the digital templates you can find provided by GoCanvas. Using our roof inspection report software, contractors can easily manage and share documents all from one centralized platform.

A roof report is a document that records the current condition of the structures and features of a roof. For example, a residential roof report would document the condition of a sloped roof or a flat roof for a homeowner, whereas a commercial roofing report would be created for the building owner of a commercial space.

In general, a roof report is designed to document findings from the inspection process that looks for any sort of structural damage, decay, or deterioration. The report summarizes everything the client or owner needs to know about the roof at that given point in time, so they can make appropriate repairs or plan for them in the future. 

With many different types of building structures and purposes, there are naturally many different types of roof reports. What to include in your roof inspection report will depend on many factors like the type of building, type of roof, client information, and more. 

Rather than starting from scratch when writing a roof report, contractors can leverage pre-built templates and simply customize the form with any additional fields needed. Here is one example of the types of information that can be included when writing a basic roof report:

  • Basic information – Includes things like the client name, location, report #, date of the report
  • Roof notes – Includes things like estimated roof age and life expectancy, general roof condition, photos captured, and general roof condition notes
  • Roof diagram – Documents the roof type, slopes, and other important elements or parts of the roof
  • Signatures – Sign off with the roof inspector’s signature is included to make it official

The roof report sent to the owner or client is often a summary of key findings from the roof inspection. So what is included in a full roof inspection form? According to InterNACHI standards, a roof inspection should cover:

  • The roof-covering materials;
  • The gutters;
  • The downspouts;
  • The vents, flashing, skylights, chimney, and other roof penetrations; and 
  • The general structure of the roof from the readily accessible panels, doors or stairs.

The roof inspection standards from InterNACHI also note that the inspector should describe 

the type of roof-covering materials and should report as in need of correction, such as observed indications of active roof leaks. Other standards note that the inspector is not required to:

  • Walk on any roof surface.
  • Predict the service life expectancy. 
  • Inspect underground downspout diverter drainage pipes. 
  • Remove snow, ice, debris or other conditions that prohibit the observation of the roof surfaces.
  • Move insulation. 
  • Inspect antennae, satellite dishes, lightning arresters, de-icing equipment, or similar attachments.
  • Walk on any roof areas that appear, in the inspector’s opinion, to be unsafe.
  • Walk on any roof areas if doing so might, in the inspector’s opinion, cause damage. 
  • Perform a water test.
  • Warrant or certify the roof.
  • Confirm proper fastening or installation of any roof-covering material.

With digital roofing report templates, employees in the field can fill out forms on a mobile device or tablet and have the information automatically sync back to the office for reporting. Roofers and roofing inspection companies can use roofing inspection management software from GoCanvas to help speed up the inspection and maintenance process. Here are some examples of roofing forms for contractors:

  • Roof Inspection Checklist – As part of any building inspection, use this detailed checklist template provided in this mobile app to inspect and detail the condition of the roof and lead to early detection of any roof problem or damage (roof leaks).
  • Roof Inspection Report – Provides a simple way for roof inspectors to track the results of their work and note any issues found during the inspection services. Once the roof inspection form template is complete, the roofing contractor can sign off on the results and have the homeowner or building owner sign off as well.
  • Roofing Certificate of Completion – Use this app as a contractor when documenting successful completion of roofing for a building. Workers in the roofing industry can use this roof installation and repair form to generate new work completion forms once a job has been completed without having to return to the roofing company office.

Beyond roof inspections and reports, there are many other related roofing forms that can be used on the job site. Here are some other examples of how roofing contractors are using GoCanvas to streamline their operations:

  • Work orders – Managing work is simplified when using software for generating work orders, dispatching the right workers, and tracking the status of work in progress. GoCanvas helps provide the tools to improve workflows between the field and office, with easy-to-use software for managing roofing work orders.
  • Estimates and Invoices –  Another opportunity to streamline work is by digitizing your roofing estimates and client invoices. GoCanvas enables you to provide a digital customer experience with PDF reports for estimates, and digital invoices that allow you to get paid faster. You can even sync GoCanvas with your accounting system to automate processes and you can also use our software to manage employee timesheets to track hours worked on client sites.
  • Safety and Meetings – Roofing work requires working at heights and contractors need to ensure property safety protocols are followed on the job. GoCanvas can also function as a safety management system, with forms specifically designed for roofing safety. Use GoCanvas to provide fall prevention safety meetings, ensure proper PPE with checklists, and enable employees on the job to perform self inspections with checklists for fall protection equipment.

Get started with a free trial of GoCanvas to see all of the roofing contractor forms we have to offer. To learn more about the benefits of digital forms for the roofing industry, hear from Texas State Builders in the video below to see how they leverage work process software.

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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The Ultimate Guide to Quality Control Inspections

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Connect with an Expert Today.

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

What is a Purchase Order Form?

What is a Purchase Order Form?

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Purchase order forms are used to record the details of a transaction between a buyer and seller. Purchase orders, often referred to as POs, are used by different types of companies for their documentation and record-keeping purposes. Purchase orders are most commonly used by companies that need to process sales, with use cases that span from the retail industry, wholesale businesses, restaurants, vendors, service providers, and more.

Like other forms of documentation, order forms are designed to include all of the relevant details of the purchase and clarify what’s included with this transaction between the buyer and seller of goods or services. Purchase orders become transactional documents when both parties sign off on the agreement of the sale.

This article covers common ways to create a purchase order form, with examples and templates from GoCanvas to help you simplify the purchase order management process for your business.

Deciding how to create a purchase order form will depend entirely on your business needs. There are many tools available that your business can leverage to create a purchase order form. Here are a few options for creating PO forms:

Paper: The most basic option is simply using a pen and paper form to fill out POs on the job. However, managing paper forms can become complicated when you have a growing business or multiple locations. To solve the challenges of paper forms, many companies are switching to digital tools to simplify and streamline their business operations. 

Word or Excel: For companies starting out in exploring digital options, many look to familiar tools like Excel, Google Sheets, or Word document templates for purchase order forms. While these tools are good for managing your own documents, they can be limited in terms of providing workflow and collaboration tools to manage and share information between multiple people in real-time.

Software and Apps: The best option for companies that need to scale their operations is to consider digital apps and software built for order form management. This category of software provides an easy-to-use system for creating and assigning purchase orders, capturing images and digital signatures, and sharing PDF files in real-time to both the seller and buyer. Going from paper forms to digital software and apps is designed to help companies provide a better service experience, collect payments faster, and maximize productivity by eliminating manual work.

No matter what format you decide on to create your purchase order, there are some common types of information to include on these forms. Here is an example of how to write a purchase order and what to include in your form:

Seller and Buyer details: When writing the purchase order, it should document the basics of the transaction between parties. Including things like the name of merchant, name of purchaser, billing addresses, and similar types of information typically need to be recorded on the PO.

Purchase Order details: When you are writing the purchase order, it should include all of the specifics relevant to the agreement. Many companies will include things like a unique PO #, the shipping terms, a description of items being purchased, the payment method and payment terms, and the date of the PO.

Calculations: A typical format of writing a purchase order will have a table or fields that are used for calculations, with quantities of items, price per item, taxes, and total amount to be billed. Many software tools for purchase order forms will also help by providing automatic calculations to ensure accurate billing every time. 

Images: While much of the purchase order form will be written in text format fields, you may want to include any relevant images that add context to the sales order. This could be branding the document with company logos or even capturing photo images of the items being sold to include along with the order form. 

Signatures: Capturing a signature may be required for the purchase order form. In that case, it can be helpful to have software or apps for PO management to sign off digitally on documents and share the final PDF report when multiple parties have signed off on the agreement.

A purchase order is like a blank canvas and writing a form can be done in whatever way makes the most sense for your business. Starting from scratch though can be difficult, which is why GoCanvas has created a wide range of purchase order templates to get you started. These digital form templates can be customized to fit any business needs, and we have different purchase orders depending on your industry or use case. Using our drag and drop form builder, creating a digital purchase order is simple and doesn’t require any advanced training or help from an IT department. 

Access the simple purchase order form app here on the GoCanvas app store or view a PDF version of the template here. 

About GoCanvas

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

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

Check out even more resources

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Gown Your Business with GoCanvas Partner Program

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

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Partner Snapshot: Forte Supply Chain Solutions

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

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GoCanvas Integrations: Streamline your Workflow

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Quality Control vs Quality Assurance: What Construction Companies Should Know

Quality Control vs Quality Assurance: What Construction Companies Should Know

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Any reputable company in the construction industry operates on a safety-first basis at all times. The health and safety of its employees are paramount to the company because the company is well-aware of the fact that the employees are the ones who enable the company to do what it does. They are the backbone that makes everything else possible. This makes the processes of both quality assurance and quality control essential. However, there is some confusion about what these terms mean, what the differences between the two are, and why each one is fundamental to the operation of a successful and growing business. We will cover these topics and many more right now. 

Imagine a world in which there is a one-in-ten chance that the packaged food that you purchase is expired, moldy, and could make you sick if consumed. If that is the world that we live in, then no one would purchase those foods any longer. Of course, that is not the case, and people can go about buying their packaged foods with relative assurance that they are safe. This is because of the quality control processes implemented by the various food manufacturers. Those same procedures are used in the construction industry as well to ensure that: 

  • Every project comes out the way that the customer expects
  • There is uniformity in how policies are implemented
  • The construction materials are of the highest standards of quality
  • The company can build a good reputation based on the quality of the work it has already performed
  • There aren’t complaints from customers after the project is done

Quality control is the catch-all term for the various procedures that one implements to make sure there are not any defective materials or practices being implemented at any stage of the construction project. 

It is critical to remember that while quality control is typically used to ensure uniformity at every stage of the construction project, there are some exceptions to this rule. Carnegie Mellon University points out: 

While conformance to existing design decisions is the primary focus of quality control, there are exceptions to this rule. First, unforeseen circumstances, incorrect design decisions or changes desired by an owner in the facility function may require re-evaluation of design decisions during the course of construction. While these changes may be motivated by the concern for quality, they represent occasions for re-design with all the attendant objectives and constraints.

Adaptations to the construction project may be necessary at times to provide the highest level of quality throughout the entire project. Quality control does NOT mean being completely inflexible, it just means providing the highest levels of quality throughout every stage of the process. Project managers who are able to do this will likely win more business for the firm in the future, given their attention to detail and insistence on delivering excellence to their clients. 

Quality assurance focuses more on the implementation of policies to ensure that safety is always at the forefront of all decision-making from the start. The aim of all QA processes is to try to bring a safer environment in which everyone can operate. It is challenging to be certain, but that is why the people who are brought in for this job are expertly trained on what needs to be done. 

Juran.com gives a brief explanation of what quality assurance is: 

The emphasis of quality assurance is less on the end product, and more on the processes and systems involved in creating it. For this reason, auditing is an important part of the quality assurance function–particularly quality auditing, which examines an organization’s entire quality management system (QMS).

In the construction industry, there is nothing worse than getting towards the latter stages of a project only to discover that certain processes were missed to begin with. That can lead to the derailment of the entire project, and no one wants to see that. Thus, various methods of quality assurance have been implemented to attempt to prevent this from happening. 

There are different approaches to quality assurance that work. Companies often experiment with various approaches to the problem. The method that one takes at any given moment often comes down to what is likely to work best given the needs of the project at that time.

Putting an element of the project to the test before it is placed into the actual project. This allows people working on the project to test for themselves how the various elements of the project may stand up when put to the test. 

The idea is to put materials under some of the toughest conditions that they may face while in real-world environments, in order to see if they are strong enough to withstand what the world may throw at them. Working with materials on this scale allows for companies to test various strategies and see what works best for what they are attempting to accomplish. 

At times, companies may consider it to be in their best interests to alter the ways in which they do business. If they can change the culture around how they use and develop the materials that will go into their projects, then they can perhaps create better outcomes. Often, it all starts with a change in mindset among the employees. It is imperative to get everyone to think about the end-user of what they are attempting to build. The more that the focus stays on those people, the better the products produced (for the most part). They say that no man is an island, and no person within a construction company should feel that their role is unimportant. They all need to believe that everything that they do serves an end purpose that is vital to the company’s success. 

Think back to a time when you were in school. Draw your mind back to the days when you were assigned a group project to work on with your classmates. Perhaps you enjoyed this kind of work, or perhaps you dreaded it. Either way, you ultimately knew that getting the project done right would take teamwork, focus, and attention to detail. You could not let yourself or your teammates wander too far off track without risking a lack of progress on the project. 

Quality control and quality assurance can be thought of in that way as well. They are safeguards against letting some small aspect of a project derail the larger framework of what you are trying to accomplish. 

We actually practice quality control and quality assurance in our daily lives all the time, we just don’t necessarily think of it like that. When you take a few moments to re-read over an e-mail you are about to send, or even when you stop to think about your words before making a comment to someone, you are performing a version of quality control. You don’t want to offend anyone, and you don’t want to send something embarrassing via your e-mail address, so you take a little extra time to make sure everything is perfect before giving it the green light. When this same thing is practiced on a larger scale, we call it quality control or quality assurance. 

We should not breeze past the fact that exceptional quality control and quality assurance policies can help limit the likelihood and the damage from any potential litigation levied against the company. Companies are hit with lawsuits every day, and construction companies are frequent targets of those lawsuits. Worse yet, construction companies can be on the hook for lawsuits years after they have completed the project they were assigned to do. Thus, it can almost feel as though they have no escape from the potential for lawyers hounding them over some faulty aspect of their work. 

The only way to reduce the chances of a lawsuit being thrown at them is to ensure that the quality of the work is superb from start to finish. Quality control and quality assurance steps are necessary to act as a backstop against poor quality designs and/or work getting through. They are a protective mechanism that can help construction managers rest a little easier at night. 

The small amount of extra time that it takes to perform QC and QA steps is nothing compared to the potential for losses stemming from a lawsuit. It is necessary to run a cost-benefit analysis in these situations, and there is no doubt that the benefits of performing QC and QA steps far outweigh any cost of doing so.  

Construction managers have enough to worry about without having to take on the added stress of potentially getting sued on top of it all. Thus, the immediate implementation of concrete steps to take for both QC and QA purposes is incredibly important at this time. Companies need to have their policies firmly established and understood throughout the company, and that training process needs to begin immediately.

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. Get started today with solutions for quality control forms, quality control inspection apps, and other workflow management tools built specifically for the construction industry.

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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Your Guide to Property Inspection Reports

Your Guide to Property Inspection Reports

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Inspections on commercial buildings are something that happens every day. In fact, there are many cases when a commercial inspection is required by law. It is essential to understand what an inspection is and why it is so important. This is particularly true for those in the construction industry, property management, and building owners. To make it all as straightforward as possible, it is good to start with the most basic elements and move forward from there. Continue reading this article for an overview on property inspections and how you can generate digital reports using GoCanvas forms.

Society has been conditioned to think of a property inspection as a certain thing from popular television shows on the cable channel HGTV. These shows make it abundantly clear that property inspections are performed all the time on residential properties before they are sold. However, those inspections are not exclusive just to residential properties. In reality, these inspections have to take place on commercial buildings as well. 

A few examples of commercial buildings include: 

  • Restaurants
  • Shopping centers
  • Cafes
  • Office buildings
  • Hotels

These buildings and many others all require inspections to be done on them regularly for the safety and protection of the people who come inside them. The government requires that these buildings be inspected during the construction process, but also after a certain number of years have passed since construction. 

There are many options for choosing who to go with when it comes to performing inspections on commercial buildings. Property managers/owners have to decide between these options based on what they can afford and what they feel makes the most sense for their particular needs at that time. Once again, there is not a “right” or “wrong” answer, there is simply the answers that work or don’t work for that particular individual. 

The most professional, and potentially most expensive, choice for getting a building inspection is someone who works as an architect or engineer. This individual has specialized knowledge of how a building should be inspected and what to look for. They have extensive training and schooling in the art of building construction, but this also means that they are a major asset to the property owner. Thus, it is not surprising that they are able to charge more for their services than some of the other options that we will discuss. You really get what you pay for when you opt for hiring an architect. They are bringing a wealth of experience and knowledge to the table.

 

Those who still need to get a building inspected but don’t necessarily want to spend the kind of money necessary to hire an architect may consider opting for a commercial building inspector instead. These individuals may have experience inspecting both residential and commercial buildings, but you should take caution when hiring someone for this role. 

You need to research how extensive their experience is as it specifically relates to commercial buildings. You want to get someone who clearly knows what they are doing and can put their experience into action for you. If the extent of their experience largely lies in residential buildings, then it may be necessary to continue the search until you find someone who more specifically works in commercial properties. 

We have talked a lot about commercial property inspection reports, but we haven’t dove into the question about why these reports are so important. We should establish a baseline for why these reports matter. 

Totallendersolutions.com provides an excellent example and set of reasons why these inspection reports matter. Here is what they say: 

For some businesses, like restaurants, practically everything rides on their physical space. It’s therefore critical that borrowers have a clear, detailed picture of the property they’re looking to purchase. Commercial property inspections are the crucial first step in ensuring that the business acquires a property that is a good fit for the business, will hold its value, and above all else will be a safe place for employees and customers alike.

They make it clear that a business is looking for supreme value when it goes through the processes that it needs to in order to get an inspection report. The worst thing that could happen to a company that purchases a commercial building without an inspection is that it ends up with something that does not meet its needs and is challenging to offload. Imagine getting stuck with a building that no one else wants to purchase but that doesn’t suit your needs either. The suffering that you would have to go through as a result of this is almost too much for most people to bear. 

While working on getting your inspection report, you should think about the people who are compiling that report for you in the first place. Does it make sense to hire someone that has a vested interest in the property or in your business? Probably not. They may be too biased to give you the honest assessment of the property that you really need to make your decision. Thus, it is advisable to go with a third-party provider who has no connection to your business or to the property at all. When you find an inspector like that, you are all set. They won’t push you in one direction or another. Instead, they will offer their brutally honest assessment based on the facts presented to them. 

There are different property inspections that you should know about. Here are some of the common types of property inspections that exist for different purposes.

A myriad of construction inspections are necessary during the build phase of a new property. If something is first being constructed, the government will make people perform a number of inspections before it can be built. These include: 

  • Fire inspection
  • Plumbing inspection
  • Foundation inspection

These are just a few of the things that one will have to do as they work on a new building. If you have ever wondered why it can take a great deal of time for a brand-new building to go up, it often has something to do with the number of inspections that it must go through before it can be finalized. 

When property is switching hands from one party to another, it becomes increasingly important to ensure that the property is properly inspected as it is supposed to be before it switches hands. We live to think that everyone will be honest in their transactions, but we know that this is not necessarily the case. 

An inspection conducted during a real estate transaction is done to make sure that everything about the property is on the level when it moves from one person to another. This often means that the inspector will focus on specific line items that are often missed. Perhaps the property has not undergone an inspection since it was first constructed, and it may be overdue for a number of needed inspections. If that is the case, then your third-party property inspector can let you know what needs to be done, and they can often do the inspections themselves if you are willing to pay for that service. 

Property managers need to perform inspections on the properties that they have leased out to tenants when those tenants are ready to leave. The reason for this is because they need to ensure that their tenants have not done any damage to the property that could take away from its value. There is a reason why most property managers require new tenants to make a deposit when they first move into their property. They hold on to any portion of that deposit that is necessary to repair the elements of the apartment that are left in disrepair when the tenant leaves. 

A thorough inspection of the living space by the property manager can turn up any issues that the tenant left behind when they left the property. Any damages and their estimated cost of repair must then be reported to the tenant. 

Those who wish to purchase insurance on their personal home are likely able to do so without much paperwork or frustration. However, those who need to purchase insurance for a commercial property may have to put a little more effort into getting the help that they require. The reason for this is because they will need to get an insurance company out to them as soon as possible to inspect their property and let them know if there is anything special they need to do to fix the property before it becomes insurable. 

When you are the property owner in this situation, you are hoping that no issues crop up, but you cannot guarantee this until you take the time to get an insurance inspection done. 

There are many types of inspections that are necessary to take care of the general flow of business and life. Now that you know a little more about these inspections and how they work, you can better prepare yourself for the reality of what you will need to go through when you need to have one of these inspections performed.

GoCanvas provides all of the digital tools your business needs to perform inspections. By going digital with inspection forms, your business can streamline the inspection process and instantly share digital reports with key stakeholders. Sign up for a free trial to see our inspection forms in action or contact our team 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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GoCanvas and Device Magic Join Forces to Strengthen Work Process Solutions

GoCanvas and Device Magic Join Forces to Strengthen Work Process Solutions

The GoCanvas and Device Magic team are thrilled to announce they are joining forces starting in 2022. Both companies will be uniquely positioned to offer industry-leading work process solutions for small, mid-market, and enterprise organizations. 

The move will strengthen the mobile data capture and process automation solutions available for customers. The combined organization will be led by current GoCanvas CEO, Viyas Sundaram, who strongly believes joining forces will make it easier to align customers with the best fit solution to meet their needs. 

“This powerful partnership will enable us to accelerate on our vision of serving customers better through more tailored support and faster product innovation,” explained Sundaram. “This exciting step reaffirms GoCanvas and Device Magic’s commitment to providing customers with a best-in-class product and service experience.”

This news means that we can DO more and BUILD more for you, our customer. Even better — zero action is required on your part and you don’t have to relearn or reconfigure anything in your regular day-to-day routine. 

The partnership between GoCanvas and Device Magic is built upon shared values, with a commitment to helping customers maximize their time so they can achieve more. Joining forces means we can help your business in a few key areas: 

  • Do more with less. Eliminate tedious manual processes and redundant requests to get more work done faster. 
  • Connect the people that matter to your business. Collaborate and communicate between your extended teams in real-time all in one place.  
  • Grow your business with data insights. Get visibility into your operations, identify and address risks quickly, and improve your customer service. 

Together, GoCanvas and Device Magic help thousands of businesses worldwide to unlock productivity, maximize growth, and minimize risk. We firmly believe that by joining forces, we can do more to help our customers modernize their operations.

Aside from enhancing the awesomeness of our customer experience, clients won’t see any day-to-day product changes for now. We remain committed to delivering a best-in-class solution, so our customers can stay focused on what matters most – their business. 

Both work process software options will continue to be offered as separate solutions under the GoCanvas and Device Magic brands and there will be no disruption of service to current customers. You will continue to see our regular feature launches and improvements for both the GoCanvas and Device Magic product suites. 

Ultimately, this move empowers both companies to innovate and improve products faster. We will use our 25 years of combined expertise and resources to provide a best-in-class customer experience. 

Device Magic, founded in 2011, helps businesses integrate and customize data collection to ensure accuracy and save time. 

Device Magic’s software can plug-and-play with your current business environment. The platform is flexible, highly configurable, and offers seamless integrations to help businesses succeed. Offers like on-premise hosting, white labeling, and regional capabilities are some of the additional options that customers can take advantage of with Device Magic.

Curious to see it in action? Contact us here to set up your demo.

GoCanvas, founded in 2008, enables businesses to manage and analyze their processes efficiently from one work management solution to save time and money. 

GoCanvas provides software that gets businesses up and running quickly so they can start realizing their efficiency right away. The platform is easy-to-use with customer success enabled onboarding that ensures speed when implementing the software. Customers love the ability to create robust and embedded analytics to report on key business metrics.

GoCanvas and Device Magic are committed to transforming the way you work with our software. We recognize that in this fast-changing world, businesses need to modernize their operations to unlock their productivity and prepare for the unexpected – while minimizing risk and maximizing growth. 

We want to help you maximize your time so you can achieve more for your business and prepare for every possibility. Our goal is to help you save money, keep your team connected, and reduce risks with real-time business insights. 

About GoCanvas

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

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

Check out even more resources

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Gown Your Business with GoCanvas Partner Program

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

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Partner Snapshot: Forte Supply Chain Solutions

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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.

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How Mobile Apps Simplify Calculations for Contractors

How Mobile Apps Simplify Calculations for Contractors

Many contractors today need to calculate square footage when taking on projects. For example, as a painting service business, you would need an accurate estimate of a building’s total square footage to calculate the cost of materials and labor. It’s entirely possible for contractors to do the math by hand, but there are more digital tools available today that can simplify the process and perform automatic calculations instead.

Square footage calculations or really any calculations that need to be done on a job site can be measured simply using pen and paper. But basic mistakes or miscalculations can lead to inaccurate totals when calculating time or materials. Unfortunately, these issues can be difficult to spot right away and they only end up being discovered later on when the miscalculation is too late. This may be in the form of an inaccurate estimate or bill, or not providing the exact materials needed. All of this can lead to rework that needs to be done at a later date and costs your business time and money. 

More contractors are switching to digital apps and mobile form solutions to their job sites. This technology is easy-to-use and works by filling out forms using a mobile device or tablet. Since mobile forms don’t require an internet connection, they are an ideal solution for contractors without WiFi who need to work from a tablet to collect information on a job site.

When it comes to making calculations, mobile form solutions provide a standard set of fields to capture. Employees can enter the required information, and a calculation is automatically performed on the back end without having to perform any math. The best part is that mobile form builders are completely customizable to your business. You can also leverage pre-built templates for your specific use case that already have calculations built-in, like square footage.

Calculations are one example of using digital technology on the job site to ensure accurate data is collected. While it may be a shift from how things have been done, this change can transform how information is collected in the field and shared to the office. 

GoCanvas is a leading provider of work process software for the construction industry. With thousands of pre-built forms for contractors, we make it easy to shift from paper processes to digital forms and automation. Our goal is to help contractors modernize their operations to achieve speed, efficiency, and growth. When it comes to making calculations, GoCanvas is a helpful tool for capturing data and automatically calculating an output. Here are some of the ways GoCanvas calculations are used in practice:

The room measurement calculator on the GoCanvas app store can be used to replace the manual process of measuring rooms by hand. You can use this app to automatically track surface area and calculate square footage as part of a room layout. This helps contractors save time when calculating the area of a space and taking the measurements of a room. The app can be used to track square footage calculations of any residential unit and you can easily customize the data captured in the app to fit your unique business needs. Plus, you can collect and attach photos using a mobile device to add another level of detail when documenting the space.

Other common examples of calculations needed on the job site are estimates and invoices. The GoCanvas estimate mobile app makes it easy to create electronic labor estimates from the job site using your smartphone or tablet. This app automatically calculates materials, parts, labor, materials, parts, and other work details. GoCanvas helps ensure the required fields are collected and accurate estimates are generated for the client. Once work has been completed, leverage the invoice app from GoCanvas for digital invoices and faster payments.

Timesheets are another simple example of a calculation that needs to take place on the job. The time card app from GoCanvas helps contractors, sub contractors, trade specialists and others fill out construction timesheets to track when they start work each day, which project they are working on, their lunch break, and their ending time. Instead of using an excel spreadsheet to calculate time cards, this mobile app allows employees to use a digital form that is synced automatically to the cloud. Integrate with Quickbooks or accounting software to further automate payroll and eliminate manual tasks.

Looking for something else? Search the GoCanvas app store for thousands of customizable apps for the construction industry.

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.