Field Service Management

The ROI of Adopting GoCanvas for Field Service Management

Posted on by lynne salie

The ROI of Adopting GoCanvas for Field Service Management

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As a business owner managing a field service team, you know that every dollar and minute counts. When you’re handling installations, repairs, and inspections, keeping track of paperwork, job statuses, and customer information can feel like a constant headache, but GoCanvas® helps you streamline your operations to save both time and money. Go digital with GoCanvas and avoid the pitfalls associated with manual processes.

The Challenges of Traditional Field Service Management

Let’s face it—managing your field team with paper forms and manual processes is tough, especially as your business grows. You’ve probably dealt with:

  • Paperwork piling up in your truck or office (heck, it might be flying all around the jobsite)
  • Delays in getting job details from your crew back to the office
  • Errors from entering handwritten notes into your system
  • Wasted time trying to keep field and office teams on the same page (how many times have you had to say the same thing over and over?)

These issues can slow down your business, cut into your profits, and leave customers frustrated.

How GoCanvas Simplifies Field Service Management

GoCanvas replaces your paper forms with customizable digital versions that you can access at the office and in the field in real time, so you can run your business from anywhere. Instead of dealing with paperwork, you can:

  • Fill out and submit forms (inspection, work orders, change orders, JSAs, and more) directly from the jobsite
  • Get job reports and data instantly—no more waiting for paperwork to come back (so when a field worker clicks submit on their cellphone, the office can breathe a sigh of relief)
  • Reduce mistakes by skipping double data entry (have you ever met a person who loves to enter handwritten notes into Excel hundreds of times?)
  • Share real-time updates with your team to keep everyone on the same page

Pa(in)perwork

❌ Slow

❌ Frustrating

❌ Costly

Go Digital

Make the Switch

The Benefits of Using GoCanvas in Your Field Service Business

Get More Done in Less Time

With GoCanvas, your crew can complete jobs faster without dealing with paperwork frustrations. This means your field team can focus more on actual work and less on administrative tasks.

Stop Losing Important Job Info

GoCanvas helps you capture all the details right when the job’s done, making missing or incomplete forms a thing of the past. Plus, you can access everything instantly from anywhere, so you always know what’s going on in the field.

Impress Your Customers

Quick updates and reports keep your customers in the loop, empowering you to send out professional reports as soon as the job’s complete. Customers will love your speed and efficiency, and you’ll build stronger relationships that keep your clients coming back time and again.

Save Money and Boost Your Bottom Line

By cutting down paperwork and saving time, GoCanvas helps your business reduce costs. You’ll save on paper and printing, and the time you gain by eliminating manual processes can be put into valuable business operations.

How to Calculate the ROI of GoCanvas

Investing in GoCanvas saves you time and money in several ways:

  • Your crew spends less time on paperwork and more time doing actual work.
  • You cut out admin time spent organizing and re-entering data.
  • Invoices go out faster, meaning you get paid quicker. Goodbye, late payments.

Many business owners see real savings within just a few months of using GoCanvas. It’s an investment that pays off quickly, with every saved minute putting dollars back in your pocket.

Time to See What’s Possible for Yourself

Adopting GoCanvas for your field service business helps you run a smoother, more efficient operation—without the hassle of paperwork. GoCanvas is designed to make your job easier while boosting your bottom line. Ready to see how it works? Check out our Field Services Solutions or request a demo today to get started.

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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 Managing Work Orders in Field Service Management

Posted on by lynne salie

The Ultimate Guide to Managing Work Orders in Field Service Management

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Picture this: You’re in the middle of a hectic day. The phone’s ringing off the hook, your techs are scattered across town, and somehow you’ve got to make sure every job gets done on time and to the client’s satisfaction. It’s a tough gig—and without solid work order management, it can quickly spiral into chaos. Whether you’re in construction, HVAC, plumbing, or any other field service industry, managing work orders effectively is crucial. In this guide, we’ll explore how to make that process smoother, with a particular focus on how GoCanvas can be your go-to tool.

What Is Work Order Management in Field Service?

Let’s start with the basics: Work order management is about organizing and tracking every task that needs to be done in the field. It’s not just making sure your technicians are in the right place at the right time, it’s ensuring that every job is done right and nothing falls through the cracks.

Each job starts with a work order detailing what needs to be fixed and where, along with any special instructions your technicians need to get the job done efficiently. Good work order management makes sure tasks are tracked from start to finish, minimizing errors and maximizing productivity.

The Key Challenges in Work Order Management

While work orders are critical to field service management, they also come with several challenges, including:

Scheduling Conflicts

Ever had two jobs overlap because of scheduling errors? It’s a frustrating situation, especially when it could have been avoided with better coordination. Manual scheduling can lead to double bookings or underutilized techs, creating a domino effect of delays and missed deadlines.

Lack of Real-Time Visibility

Without real-time updates, you’re flying blind—meaning you might not know if a job is running long or a technician is having trouble until it’s too late. This lack of visibility can lead to miscommunications and inefficiencies that impact your bottom line.

Manual Processes and Paperwork

From requiring you to track down a lost work order to making you decode illegible handwriting, paperwork and manual processes can slow you down. The resulting headaches leave you with more administrative work and less time to focus on the tasks that matter.

How GoCanvas Transforms Work Order Management

Here’s where GoCanvas comes into play. Think of it as a tool designed to make your job easier from the office to the field. With GoCanvas, you get a solution that provides the following benefits:

Real-Time Job Tracking

GoCanvas gives you and your team the power of real-time tracking. No more guessing or waiting for updates—you can see exactly where your techs are and what’s happening with each job, helping you avoid scheduling conflicts and ensure everything runs smoothly.

Mobile Access

Your techs are always on the move, so your work orders should be too. GoCanvas allows your team to access and complete work orders on their mobile devices, equipping them with the ability to update job statuses, capture photos, and even get customer signatures while in the field. This equates to less paperwork and more efficiency.

Automation and Integration

GoCanvas automates routine tasks and integrates with your existing systems, reducing manual entry and the resulting errors. You can automate job assignments, update statuses automatically, and ensure that your data flows seamlessly across platforms.

Pa(in)perwork

❌ Slow

❌ Frustrating

❌ Costly

Go Digital

Make the Switch

Benefits of Using GoCanvas for Work Orders

Here’s why GoCanvas could be a game-changer for your business:

Increased Productivity

By automating tasks and providing real-time updates, GoCanvas helps your team work smarter, not harder. The result: Jobs get done faster and with fewer hiccups, giving your techs more time to focus on their work.

Enhanced Customer Satisfaction

Timely and efficient service leads to happier customers. With GoCanvas, your techs are better prepared and more organized, which translates to fewer delays and higher-quality work. Happy customers are repeat customers.

Cost Savings

Less paperwork and fewer errors mean lower operational costs. By optimizing your processes and reducing downtime, GoCanvas helps you get more done with fewer resources, ultimately boosting your profitability.

GoCanvas Features for Work Order Optimization

GoCanvas offers several features specifically designed to optimize work order management in field service businesses, including:

Real-Time Job Tracking

GoCanvas gives you and your team the power of real-time tracking. No more guessing or waiting for updates—you can see exactly where your techs are and what’s happening with each job, helping you avoid scheduling conflicts and ensure everything runs smoothly.

Digital Forms

Replace paper-based forms with digital versions that can be completed on site by technicians. These forms can be customized to capture specific job details, customer signatures, and photos, ensuring accuracy and reducing errors.

Workflow Automation

GoCanvas allows you to automate the work order process from creation to completion. Set up automated triggers that assign work orders based on technician availability or job location, ensuring that no task is overlooked.

Real-Time Reporting

Generate real-time reports on job progress, technician performance, and customer satisfaction—then use this data to identify areas for improvement and make more informed decisions about your operations.

GPS and Time-Tracking

Track your technicians’ locations and monitor how long workers spend on each job to improve accountability and ensure they’re using their time efficiently.

Integration Capabilities

GoCanvas integrates with popular field service management platforms, accounting software, and customer relationship management (CRM) systems, allowing for seamless data flow across departments.

The Bottom Line: Why GoCanvas Makes Sense

Managing work orders doesn’t have to be a juggling act. With GoCanvas, you get a tool that simplifies the field service management process, reduces errors, and helps you stay on top of every job. By streamlining your work order management, you can focus on what you do best—delivering top-notch service.

Ready to see how GoCanvas can transform your work order management? Connect with a GoCanvas expert to start your journey to a more efficient, streamlined operation today.

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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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Improving Your Operations with Field Service Management Software

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

Read the Blog
Two people in hard hats looking off camera.

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

Read the Blog
Person in safety vest smiling.

How the Best Field Services Businesses Use Mobile Apps

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

Read the eBook

Connect with an Expert Today.

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

Let’s Build A Plan Together

Streamline Your Workflow With Job Card Apps

Posted on by lynne salie

Streamline Your Workflow With Job Card Apps

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Job Card Apps – Examples & Templates

What Is a Job Card?

Job cards are used to record all the key details that workers need to know about a job or task to be performed as part of a work order. Companies in many industries leverage job cards, including construction, manufacturing, engineering, electrical, plumbing, HVAC, and more.

What Should a Job Card Include?

Job cards should include all the important elements needed to complete an assigned job, such as:

  • Client information and project-specific details
  • Time logs that capture the amount of time spent on the job by each worker
  • A clear scope of work and what is being done
  • Sections to record time, materials, stock, and total costs
  • Signature lines for workers, project managers, and clients
  • Space for relevant images and additional notes

Each job card is customized to the specific task and job at hand. While job cards have historically been managed using paper forms, more companies are switching to job card apps to digitize their workflows.

Why Use an App for Job Cards?

App for job cards are becoming popular because they allow workers to capture and submit information from anywhere on a mobile device or tablet. Instantly having all relevant information digitized is a time-saver for teams, and businesses benefit from eliminating paper forms. Some of the main advantages of using digital forms include:

  • Real-time updates: Keep your construction projects on track with immediate updates and job status tracking, ensuring seamless communication across your team.
  • Accessibility: Empower your field workers and remote teams with access to job cards from anywhere, enhancing mobility and productivity on construction sites.
  • Accuracy and error reduction: Reduce manual entry errors and ensure precise data input with automated job card management, improving overall project accuracy.
  • Efficiency: Speed up the creation, updating, and management of job cards, saving valuable time and resources while increasing your project’s efficiency.
  • Data integration: Integrate with other construction management systems (e.g., inventory management, time tracking, payroll) for a cohesive and streamlined data flow.
  • Reporting and analytics: Generate detailed reports and analytics to monitor performance, identify bottlenecks, and make informed decisions, driving your construction project’s success.
  • Environmental impact: Contribute to sustainability by reducing your use of paper-based job cards and embracing eco-friendly digital solutions.
  • Document management: Consolidate all construction-related documents, images, and notes in one centralized app, making it easier to manage and retrieve critical information.
  • Compliance and record-keeping: Ensure compliance with industry standards and regulations by maintaining the accurate and up-to-date records essential for audits and inspections.

Mobile job card apps simplify processes for everyone involved. Job card apps can be customized to include all the key details, form fields, and automatic calculations for time and material costs, along with digital signatures and image capture for additional context. Once submitted, the information is automatically generated into a report or PDF and sent to everyone who needs it.

Seamless Job Management Process

Many companies benefit from integrating job card apps with other business processes. Modern app platforms are designed to automate work and fit seamlessly into workflows on jobsites and out in the field.

In addition to integrating job card apps, companies can enhance their job management processes by including features such as quotes, contracts, work orders, dispatching systems, invoicing, and payment processing.

Platforms like GoCanvas can enable your business to streamline all these tasks, creating a smooth end-to-end process for managing jobs. Using our no-code app platform, companies can digitize their operations and enable employees on jobsites and in the field to easily enter data using their mobile devices.

Our tools are designed to be simple, giving businesses of all sizes the ability to save time, reduce risk, and gain a competitive edge by embracing digital technologies. To learn more, visit our website or get started for free using one of the job card templates listed next. By starting with one of our templates, you’ll see how easy it is to build and customize apps for job cards and many other key business processes.

Job Card App Examples and Templates

Material and Labor Job Card Mobile App

The material and labor job card app helps you keep track of all materials used for a project, and also includes a worksheet for recording all associated labor. The material section covers everything from supplies acquired during the project to offcuts left over after the work is done.

material and labor job card example

Subcontractor Job Card Mobile App

This subcontractor job card app is used to collect all relevant information required by a general contractor for an ongoing contract or job, including project requirements, scope of work, estimated cost, estimated completion date, risk analysis, and more. Once the contractor requirements form is filled out, the job card sheet is stored for your records and can be edited as needed, making it easy for general contractors to keep up-to-date records for construction projects and all other jobs that involve subcontractor employees.

subcontractor job card app example

Engineering Job Card: Service Installation Mobile App

The engineering job card app lets professional engineers record information about excavation and reinstatement work. This mobile application can be customized to meet customer expectations, including those surrounding preventative maintenance and quality assurance.

engineering job card app example

Crew Job Time Card

The crew job time card app streamlines labor tracking on construction sites by equipping you to capture essential information such as crew member names, job/project details, and specific dates. Record each worker’s start, end, and break times, document tasks performed, and utilize GPS tagging for location verification. The app also allows for supervisor signoffs, photo uploads, and the addition of notes for comprehensive job documentation. Use real-time updates and cloud storage to access and manage your time cards from anywhere, ensuring precise payroll processing, efficient project management, and compliance with labor regulations. Enhance productivity and keep your projects on track with our user-friendly, all-in-one solution.

Looking for something different?

We offer hundreds of pre-built forms with a variety of features to meet all your business needs. Discover more in our Form Template Library.

Ready to transform your job management process? Schedule a free demo with GoCanvas today and discover how our job card apps can streamline your workflow.

Back to Top

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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Connect with an Expert Today.

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

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