Canvas Features


   
NEW
Windows App - Enjoy the same experience on your Windows computer that you do on your mobile devices. Receive workflows, complete dispatches, capture signatures, and much more!

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Dispatch Calendar - Create, assign and manage your field jobs through an easy-to-navigate calendar giving you the power to improve your business productivity and gain valuable insights.

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App Builder - Easily create and edit your own Canvas Apps (mobile forms) with our online drag-and-drop App Builder tool.

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PDF Designer - Once your team fills out a Canvas App a PDF can be generated and emailed. Customize this PDF to engage your customers and colleagues.

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Mobile Payments - Seamlessly integrate payment functionality into any Canvas app.

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Image Capture - Whether you need photos for inspecting equipment, or tracking rhinos, do it with a click.

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Signature Capture - Need to confirm a package or a sales order? Easily grab someone’s signature on your mobile device.

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Calculations - It always hurts when an estimate or order is wrongly priced. With calculations, let Canvas do the math for you.

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GPS - Know where your equipment or team members are at any moment with GPS capture.

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Barcode Scanning - With one click, look up equipment or inventory

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Upload a Database - Use your customer or products lists, accounting codes or other data in your Canvas apps.

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Workflow - Pass mobile forms from one user to another for approvals and other processes that require more than one person to review or collect data on the same form.

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Folders - Divide your Canvas Apps and Submissions into folders to stay organized. Folders are visible on mobile devices, too.

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Integration - Easily store the information you’re collecting in Box, Dropbox, Google Drive, Evernote, or Salesforce.com. You can also use Zapier with Canvas to automate even more of your processes.

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Webservices - Integrate your apps with your databases. We work with ERP, CRM and financial systems, including QuickBooks(r).

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Departments - Separate your Canvas Apps, Submission data, and Canvas users by departments, divisions, teams, etc.

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Active Directory/LDAP - Leverage your existing Active Directory or other LDAP infrastructure to manage your Canvas users.

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cbi business insights Business Insights - Take your Canvas data and automatically push it into Excel to configure and display the information to gain real-time insights.

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Welcome to Canvas!

Canvas will save your business hundreds of hours by replacing each of your illegible, slow paper forms with a Canvas app that can be filled out on smartphones and tablets. Customers and colleagues will receive the information immediately!

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