6 Ways to Organize Workflow Using GoCanvas

By Michael Benedict on October 14, 2019
Tags: Data Collection, GoCanvas Application Store/Featured Apps, Productivity

How to Organize Office Workflow Using GoCanvas

Achieving a balanced, healthy workflow is a key threshold for all successful businesses. The organization of your office workflow can affect your company’s productivity, employee performance, office dynamics, and customer satisfaction. Thankfully, programs like GoCanvas can now help you streamline your workflow to optimize business performance. Here are six ways to organize workflow for a healthier and more productive system. 

Assigning and Organizing Tasks

The GoCanvas system’s collaboration services provide complete transparency between management and employees, making it easier than ever to ensure that everything gets done as it should. This system stratifies dispatch processes in a controlled chain of order and distributes this information using an internal calendar. This is an efficient way to let workers in the field know where they need to go, who to consult on site, and what they need to get done.

Additionally, internal tasks can be easily streamlined; one common example of this is the timecard completion and approval App, which digitally replicates the time tracking process using the mobile GoCanvas system. With fields marked as “required,” employees will no longer be able to submit incomplete timesheets. The ease of use and access guarantees that all employees are able to send in time cards electronically, eliminating the need to drive paper time cards back to the office. The Workflow feature also allows you to handle approvals in real-time, and monitor the progress of the in-progress timesheet conveniently from your mobile device. All of these features collectively work to ensure that your entire team is on the same page and working as a unit.

Reference Data Auto-Population

Manual data reentry can create unnecessary monotony and inconsistency in your processes, wasting valuable corporate time and energy. GoCanvas’s Reference Data functionality allows you to pre-populate fields with information you already have, information that’s relevant to your business. Organized by spreadsheets on the backend of your account, this GoCanvas feature helps you enter information quickly and correctly. Examples of Reference Data include:

  • Customer Records 
  • Product Lists and Costs
  • Accounting Codes
  • Service Pricing
  • Other data specific to your business

This feature can speed up your workflow processes, saving you, your employees, and your customers a significant amount of time. 

Streamline Office Communication

woman working with a digital watch

With GoCanvas, you can send pre-filled forms such as service orders to techs in the field, edit dispatch calendars real-time, and assign Apps to your employees. This reduces the time wasted by missed memos and forgotten schedules. As your workload changes throughout the day, your office can compensate with immediate updates to field workers. This reduces the wasted time that poor communication causes, promoting an efficient work environment.

Digital Signatures

It is no secret that the paper documentation process can be much more time consuming than the digital alternative; however, print processes are often needed where signatures are required. This is why GoCanvas has made implementing digital signatures into your workflow processes easy and accessible. Reduce the need to print, sign, and scan your signature-required documents when you convert to digital signatures. This conversion also allows you to digitally organize your documents while simplifying the signing and sharing processes. Switching to digital signatures is easier than you might anticipate with GoCanvas, as mobile signatures are enabled automatically on the app. 

Custom Mobile Form Creation

Converting to mobile forms using the GoCanvas app allows you to take your company’s processes with you wherever you go. Access your business information just as easily from a job site as you can from within your office. Blank templates, such as estimates, inspections, invoices, waivers, and work orders are just a few examples of the forms that can be created, distributed, filled out, signed, and accessed from your mobile device with GoCanvas. By giving you the power to design custom forms unique to your company’s processes, GoCanvas makes it easy for you to support your workflow where it is needed most. You’ll find that the reliability and convenience of mobile forms can benefit multiple facets of your workflow organization, including both your internal and client-facing processes. 

Payment Processing and Photo Capture

Person making payment on mobile deviceUsing your Square-enabled GoCanvas App, you can now streamline your sales and purchase order processes. This partnership provides all of the notable qualities of Square services integrated directly into your company’s internal Apps. Digitally process payments without expensive or overcomplicated software systems, which require unnecessary attention from your office. This digital processing also allows you to reduce the wait time involved with manual payment processing. 

Get GoCanvas

GoCanvas is designed to optimize businesses and support an organized workflow. Upgrade your company today by creating a GoCanvas account, and see for yourself how this platform can help you save up to 1,400 workplace hours annually. Try it risk-free for 30-days