4 Mobile Forms Every Field Service Company Should Have

By keith bateman on February 3, 2017

Construction Truck with people

When it comes to the Field Service industry, time means everything. Many companies charge customers a flat rate fee instead of an hourly rate, so it’s in the best interest of the service technician to complete as many jobs per day as possible.

So how do mobile forms come into play? Efficiency!

Using mobile forms instead of paper has proven to be a faster way to collect, share, and learn from your data in real-time. GoCanvas has an app store of over 20,000 mobile form templates from various industries.

So the only question is, which forms should you get started with first?

The Top 4 Mobile Forms for Field Service Technicians

#1.  Field Service Report – This form is key to getting any job done, no matter what service you are performing. With this mobile report, you have the ability to capture key data points like Time on Site, Project Images, Customer Requirements, Project Costs, and more. The best part is that you can create tasks to be assigned to technicians that are already out in the field by using GoCanvas Dispatch. The technician simply has to open up the Field Service Report on their mobile device, read the assigned dispatch, and complete the rest of the report when they arrive on the job site.

#2.  Invoice – A crucial part of any business is getting paid. But most companies still struggle with collecting payment in a timely manner. That is why the mobile Invoice form is critical for those who struggle with this issue, and for those who no longer want to wait days or weeks to get jobs processed. Another feature is the ability to collect payment instantly using our integration with Square! You can have your data flow from GoCanvas directly into your existing invoice software including Quickbooks.

Workers Dispatching information

#3. Change Order Form – The ability to make quick changes on a job site is key. With the mobile Change Order Form and our calculation functionality, you can quickly display the costs of the proposed change to the customer and get their digital signature in seconds. A copy of the form will be sent to the customer, the back office, and to the parts supplier for immediate delivery.

#4.  Daily Time Sheet –  The hardest thing for any company to accurately capture is an employee’s work hours. The problem is that this data is usually captured on a weekly basis but rarely turned in on time. If this data isn’t turned in on time, then no one gets paid. With the mobile Daily Time Sheet form, an employee can simply input their hours each day and submit it to the office. At the end of the pay period, the office accountant can simply export every employee’s work hours into an Excel spreadsheet. We can even help you create an automated dashboard or report that neatly organizes and totals up each employee’s weekly hours for you!

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