Analytics and Data Collection

Enabling Connectivity in Agriculture With Digital Forms

Posted on by GoCanvas Team

Enabling Connectivity in Agriculture With Digital Forms

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Farmers have been using data for centuries, gathered by walking the fields. Sometimes, the information was shared over an early-morning cup of coffee. It’s not that the agricultural industry didn’t see the value of data — the problem for many was the return on investment. Few farmers could afford the upfront costs of high-tech equipment and remote monitoring solutions. They needed a cost-effective way to connect the field with the business. According to the U.S. Department of Agriculture, family farms reported a gross cash farm income of less than $350,000, while the large-scale farms averaged over $1 million. Smallholder farmers make up 89% of all US farms, with an average size of 445 acres. Only 3% of U.S. farms are classified as large-scale enterprises. Worldwide, the average farm is less than two hectares or the size of three soccer fields. So, how can farmers cost-effectively use digital agriculture technology, data analytics, and algorithms to collect and analyze data to improve their bottom line?

Digitize Forms for Smart Farming

Whether you’re managing a large-scale enterprise or a small farm, walking the fields daily or even weekly, basis may not be feasible. The farm size may make it time-prohibitive and the field locations may require travel to and from different sites. Then, there’s the need to talk to the bank, pick up a part, or pay bills. Whatever the reason, you haven’t the time.

What if you could operate more efficiently and collect critical data for better decision-making initiatives at the same time?

GoCanvas can help farmers automate workflows and business models. Suppose you have 500 acres divided among three separate locations. As it gets closer to harvesting the crops, you need accurate information on which field will be ready first. You have equipment that needs to move from location to location, and disruptions can mean a loss in profit. Automating workflows using customized forms and digital tools can decrease downtime. 

With GoCanvas, you can have employees in each location complete a form on their smartphones and relay the precision agriculture data to a central location for analysis. As people are checking irrigation systems or determining storm damage, they can supply specific information about crop conditions. Analyzing the data and looking at weather conditions can help determine when to begin harvesting for maximum yield. Using the same application, you can let maintenance know to check the equipment a week out and make any repairs, so there’s no delay when harvesting begins. As the first field nears completion, you can notify the second field’s personnel of their scheduled start date based on data supplied with a progress app. Communicating in real-time makes it possible to improve productivity through reduced downtime.

Using Collective Knowledge to Enhance Agricultural Data Collection and Farm Management

Today’s farmers have access to a wealth of information: FAOSTAT has global agricultural data, and the U.S. Department of Agriculture has its databases.  Local or regional databases may be available depending on location. With a computer and an internet connection, farms of all sizes can check climate conditions, economic shifts, and market disruptions. What farmers can’t get are the details on what is happening on their farms. That’s where GoCanvas can help.

Suppose you own a vineyard and want to harvest grapes at their optimum harvest. To ensure grape quality, you need to test the grapes to determine the sugar content and pH levels. By recording the data after each test, you can determine the perfect harvest window.

Recording the data on a GoCanvas digital form means the information can be uploaded to a central location and monitored. When the test results reach the vintner’s acceptable level, the grapes can be harvested. Reporting the test results ensures the quality of the grape at harvest. For vineyards selling to multiple wineries maximizing quality is crucial to retaining customers.

Achieving Better Outcomes with New Technologies for Digital Farming

Farmers are well aware of the value chain of data. They understand the importance of collective knowledge but collecting it remains an obstacle. There is no easy way to acquire the information without increasing the burden on agricultural production and personnel or spending financial resources that strain a budget. The industry needs a way to enable connectivity across the agricultural enterprise. 

Improve Workflows with Digital Transformation

With GoCanvas, organizations can improve workflows and increase productivity while acquiring data for better decision-making. Checklists can ensure that actions are completed on time. They can also serve as data points for determining how frequently equipment has been repaired or crops tested. By having the forms available on a smartphone, employees can provide data while in the field or transit. The data collection is integrated into their workflow instead of an extra step in an already full day.

Forecast and Increase Productivity

Having end-to-end connectivity across an agricultural enterprise allows farmers to make informed decisions. The same connections can increase productivity, reduce friction, and improve operations. With digital forms in place, mobile workforces can add data to the pipeline with minimal disruption to their workday. 

Enhance Connectivity

A 2020 report by McKinsey painted a grim landscape where farmers face challenges such as:

  • Constrained supply chains
  • Higher input costs
  • Declining water supplies
  • Degrading soil conditions
  • Added environmental, social, and governance (ESG) regulations

In the same report, McKinsey’s researchers suggested that connectivity is the path toward data-driven decisions that address these issues. Farmers need to collect, aggregate, and analyze data in cost-effective ways to improve operations.

Our integration and analytic capabilities let clients share data with other applications for more in-depth analysis, and our reporting helps visualize the data, leading to more insights.

Propel the Agricultural Sector with Digital Technologies

The digitalization of on-farm technology and digital solutions will help farmers collect the big data they need to improve food production, operations, and more. GoCanvas provides the digital tools they need to keep their farm and livelihood intact. To learn more about the connectivity capabilities of digital forms, contact us to request a demo.

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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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Enabling Successful Digital Transformations in the Energy Sector

Posted on by GoCanvas Team

Enabling Successful Digital Transformations in the Energy Sector

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Whether it is the World Economic Forum, the World Bank, or the United Nations, organizations all agree that mitigating the impact of climate change requires digitalization in the energy sector. Yet, research continues to report digital transformation efforts in business models are failing at a rate of 68% to 73%. Respondents cited failure in leadership and employee resistance as their primary challenges, impacting their return on investment (ROI) for renewable energy.

Removing Inertia from the Energy Sector

The primary obstacle to successful digitization is the extraordinary inertia that plagues the energy sector. Energy companies have unique constraints that feed into the culture of inertia, such as:

  • Risk. Investing in new energy sources or processes comes with risk. Miscalculations can be expensive, so many companies hesitate before moving into unchartered territories.
  • Physics. Energy management companies typically avoid violating the law of physics, because the process is always costly and rarely successful. They’ve grown to accept constraint.
  • Engineer driven approaches. Engineers are great at incorporating automation and data by finding the best solution within a set of parameters of machine learning. Unfortunately, many are focused on the perfect solution, which may not fit with business objectives. 
  • Long tenures. Company executives often come from the ranks of the energy industry. They understand the physical constraints, the high risks, and the engineers’ thought processes. They are comfortable with how the sector operates.

These four characteristics create a culture that carefully weighs financial risks, loves Gantt charts, and favors a slow and meticulous implementation of sustainability.

Digital Transformation in the Energy Sector

Digital transformations require technology, but they shouldn’t be the focus. Whether artificial intelligence or data collection, the objective should focus on business outcomes. With a clear business objective, the project value can be assessed.

Take, for example, an energy company that has a documented process for transformer maintenance. The process involves a series of paper-based checklists detailing what actions should be taken on a daily, monthly, bi-annual and annual basis.

With GoCanvas, the process can be digitized to reduce downtime and optimize labor costs, improve efficiencies, and save money. All checklists would be converted to online forms that could be accessed from a smartphone or a desktop. Because the digital form would include what maintenance was performed when the field crew would know exactly what tools or service items to bring with them.

Each form or checklist would include:

  • Transformer number
  • Transformer location
  • Date of last service
  • Type of service

The transformer location could include a link to Google maps to help crews plan their day. When the crew finishes servicing a transformer, they complete the checklist, indicating the transformer number, location, and the date and type of service. They save the checklist and upload it for access by other programs or people.

Measuring Predictive Maintenance Outcomes for Your New Business Model

Digitizing the process eliminates the labor required to copy and distribute checklists, freeing administrative staff to perform more valuable tasks. Maintenance crews have access to their work order list and individual checklists no matter where the transformer is located. With access to Google maps and new technologies from within the form, maintenance personnel can map out their work schedule. Less travel time is needed because the crew can set their route to avoid retracing steps. 

Digitalization allows employees to complete the form while traveling to the next location, meaning less time doing paperwork and more time servicing transformers. If signoffs are required, the checklist can be forwarded for e-signing. When finished, the forms are uploaded for integration into back-office systems. No one needs to return to an office to file paperwork. Selecting a self-enclosed workflow such as transformer maintenance keeps the project small. Outcomes are measured by the number of transformers serviced in a day, month, or week. The time spent copying and distributing hard copies can be quantified, and the cost of copy supplies can be estimated. With outcomes clearly defined, it’s much easier to see the ROI in a digitized solution. With GoCanvas, such projects can be designed, tested, and delivered in minutes.

Building Success by Implementing Digital Forms in the Energy Sector

No matter how small the digital project may be, its success should serve as a stepping stone to the next. As more people experience the positive outcomes of implementing digital forms, the number of projects will increase within the energy market.

With a growing number of successful digital projects, energy companies can disrupt their inertia and start to build a strong foundation for digital transformation. According to McKinsey, energy companies with digital success improved production and yield from 2% to 10% and reduced costs by 10% to 30%. Incremental improvement that scale could be what ensures a company’s survival. 

Optimizing the Energy Sector with Digital Solutions

As the energy sector moves toward a more sustainable future, it must embrace digital transformation as part of the process. Integrating digital tools with data and other systems will help the energy sector and gas industry. They’ll improve operating efficiency, energy efficiency workforce effectiveness, energy production, worker safety, service delivery, and scale of transformation in end-to-end procurement and supply chain. For example, creating a decentralized energy framework means developing efficiencies by placing delivery mechanisms closer to the energy source.

However, capturing the data from remote locations needs digital forms so real-time, big data-driven decisions can be made. See how GoCanvas helped a petroleum transport company realize data collection efficiencies across the enterprise.

Transforming the Energy Sector with Digital Technologies

GoCanvas products were designed to help energy providers realize an immediate ROI through the implementation of digital forms and associated workflows. Suddenly the labor-intensive and time-consuming tasks can be handled smoothly. The collected data can be used by other programs to generate valuable insights. 

Using GoCanvas enables the energy sector to demonstrate digital successes that can fuel a digital transformation. Whether it is oil, gas, wind, or solar, GoCanvas’s solution provides customizable templates that can collect data from distributed locations. Real-time data can be integrated to deliver insights through data analytics. 

The process is simple.

  1. Build the form.
  2. Collect the data.
  3. Share the data.

No programming skills are required. Contact GoCanvas to request a demo to see how to move your digital transformation forward.

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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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Building & Implementing a Fleet Vehicle Inspection Checklist

Posted on by GoCanvas Team

Building & Implementing a Fleet Vehicle Inspection Checklist

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Fleet managers are responsible for the safety and compliance of their vehicles, ensuring that they are correctly maintained and minimizing downtime. A fleet vehicle inspection checklist can help with all of these things.

The Purpose of Mobile Fleet Vehicle Inspection Checklists

A fleet vehicle inspection checklist is an essential tool for fleet managers, allowing them to ensure that all vehicles in their fleet are safe, compliant, and well-maintained. The purpose of a mobile fleet vehicle inspection checklist extends beyond safety and compliance reasons – regular inspections can also identify mechanical issues early on, helping minimize downtime and increase efficiency across the fleet.

Mobile fleet management inspections allow fleet managers to track vehicle usage, monitor wear, and tear, and identify any concerns that need to be addressed. In addition, they provide a comprehensive view of the entire fleet’s health and performance.

Essential Features of a Fleet Vehicle Inspection Checklist

When creating a fleet vehicle inspection checklist, it’s important to consider the essential features that should be included. These include:

  • Fleet Operations: Are fleet operations safe and legal driving practices?
  • Driver Safety: Are all safety features up-to-date, adequately maintained, and functioning correctly?
  • Fleet Maintenance Services: Is the vehicle being maintained in line with the manufacturer’s guidelines Does it require any immediate repairs or maintenance?
  • Fuel Management: Is the vehicle adequately fueled, and are fuel costs managed efficiently?
  • Fleet Tracking: Are fleet vehicles being tracked in real-time?
  • GPS Tracking: Is GPS tracking available for fleet vehicles?
  • Repair Services: Are repair services available for fleet vehicles?

Strategies to Streamline Fleet Vehicle Inspection Checklists

Once you’ve created your fleet vehicle inspection checklist, there are several strategies you can use to ensure that it is implemented throughout the fleet.

  • Ensure all drivers understand the importance of collecting real-time data by completing an inspection before and after each job.
  • Train drivers on correctly completing the inspection form for their work orders so that all defects are appropriately noted.
  • Provide drivers with mobile devices to easily access and accurately complete the form.
  • Set up automatic inspection reminders to ensure that they are completed regularly.
  • Review the forms after each inspection to ensure all defects have been noted and all necessary repairs have been taken care of.

Get Started with GoCanvas Fleet Vehicle Inspection Checklists

GoCanvas has a variety of mobile fleet vehicle inspection forms available for mobile apps, making it easy to create a customized checklist for your fleet. With our intuitive drag-and-drop form builder, you can easily add and remove fields, set up digital signatures, automate data collection, and more. To get started with GoCanvas mobile fleet vehicle inspection forms, contact us today to learn more.

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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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Guide to Unlocking Frontline Data to Optimize Business Operations

Posted on by GoCanvas Team

Guide to Unlocking Frontline Data to Optimize Business Operations

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Many small to medium-sized businesses have faced uncertainty during the pandemic. Nearly every industry struggled to some extent, from supply and labor shortages to low-quality data. However, with the help of in-depth analytics and data collection, SMBs can optimize their frontline operations and navigate through difficult times. The following guide will illustrate the value of high-quality frontline data and show how the right analytics tools can make the most of it.

Digitizing the Frontline Workforce Overcome Challenges with Digital Solutions

In the wake of the pandemic, businesses of all types continue to experience numerous challenges. It’s important for business leaders to be able to overcome them, which they can through the use of digital transformation technologies.

Some of the main disruptions affecting businesses today include:

  • Supply chain disruptions — Generally, the pandemic has led to certain challenges for supply chains, forcing businesses to adapt and innovate with various solutions to get around this issue.
  • Skilled labor shortage — Another problem that businesses are facing is a shortage of skilled frontline workers, which can further complicate supply chain disruptions. Companies need to find effective ways to attract new talent and offer a job experience that appeals to skilled workers.
  • Resource constraints — Businesses are also suffering from certain restrictions when it comes to resources. They lack the digital solutions, initiatives, skill sets, and other elements to optimize efficiency.
  • Competing priorities for budget — Conflicts of interest among leaders often lead to difficulty in prioritizing budgets for tech solutions that can improve business operations.
  • Hyper-automation — Businesses have a hard time determining when it’s best to adopt a particular digital solution to facilitate automation. In some cases, they may refrain from adopting automation solutions entirely until they become mainstream.
  • Everything as a service (XaaS) — Integrating multiple solutions and working with several service providers is often challenging. Keep in mind that it’s often better to consolidate your partnerships and focus on a single solution at a time.

Bad data — Bad data is one of the biggest disruptions that negatively affect businesses. Bad data could refer to inconsistent data, general inaccuracy, illegible data, or missing information. Low-quality data is such a serious issue that more and more businesses are making it a top priority to improve their data for the end users.

How to Approach Your Digital Transformation

Making informed decisions and innovating with digital solutions can help resolve the issues of bad data and other pitfalls your business may experience. However, you might not be entirely sure how to approach your digitization strategy. Here we’ll review some of the initial steps you can take to transform your business and operations with digitization.

1. Incorporate Digital Data into Your Business Function Strategy

Different teams frequently wind up in data silos that contribute to inconsistent and otherwise bad data. To prevent this, you must break down silos between each team with real-time work process data. All this data must also be easy to understand and analyze, which will help guide your strategies. Companies must use the right tools to allow successful data capture. The right solutions will be user-friendly and easy to use, enabling users of all skill levels to access and utilize them.

2. Save Time and Money with Click-to-Connect Data Solutions

Use a web-based click-to-connect data solution that’s easy to access and use. You won’t need to download any software while enhancing the customer experience. This will save more time and money while reducing liability. 

3. Automate Business Workflows

If you can find a way to simplify certain manual processes using digital solutions, you should integrate them. Your teams should be able to dedicate more time and attention to critical tasks. Various automation tools can allow for hyper-automation, which will keep your staff from wasting time on mundane, tedious tasks. In turn, your business will be able to get work done faster to optimize operational efficiency.

4. Use No-Code Data for Business Processes

With the right BI solution, you can gain more transparency into your business operations with rich, valuable data. Using this data, you can more accurately identify risks and determine how to address them. This will help ensure that you’re consistently proactive as opposed to reactive in the functionality of your operations. You’ll also be able to improve your customer service with insights into customer behavior and other characteristics of end users. Taking all of these steps can go a long way in alleviating the pain points that might otherwise hold your business back. An effective digitization strategy will make it easier for your organization to transition into a new company culture and customer experience. You’ll also gain more knowledge of the options available and bring everyone on board as you eliminate negative perceptions of new tech solutions. Additionally, you can prioritize your budget to invest in the tools your business truly needs. In turn, this lowers overhead and operating costs while empowering frontline staff to make quicker wiser decisions.

Utilize Frontline Data Collection with GoCanvas Analytics

Your business needs powerful analytics solutions to eliminate bad data and enable success. One of the most reliable tools available is GoCanvas Analytics.

With the help of this particular solution, you can get everything you need on a single, easy-to-use platform. GoCanvas Analytics features plenty of capabilities to help you unlock frontline data, including the ability to:

  • Collect, compile, and report all data
  • Issue instant notifications in the form of alerts
  • Automate report generation
  • Analyze data at a granular level to help discover actionable insights

GoCanvas Analytics also includes a number of features to help realize the full benefits of high-quality data. These features include:

  • Reporting by location
  • Shareable PDF reports
  • Embedded photos
  • Dispatch
  • Push notifications
  • Dashboard widgets
  • Filtering by categories and type

Integrating this tool into your operations will optimize your business’s data collection and analysis efforts. You’ll see improved performance, reduced failure rates, saved time, and reduced costs. You can make data-driven decisions that fuel your company’s long-term success and successfully overcome the many challenges you may face.

Implement Digital Tools to Your Business with GoCanvas

A solid digitization strategy will give your business the chance to flourish in many ways. The key is knowing which steps to take and which tools to implement based on your business’s unique requirements. By integrating tools like GoCanvas Analytics, you’ll gear your business for a successful digital transformation. This will enable real growth as your company benefits from improved performance and increased adaptability. If you would like to learn more about how GoCanvas can help you with your digitization strategy, connect to an expert 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

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.

Learn more
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.

Watch VIDEO
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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.

View integrations

Connect with an Expert Today.

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

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GoCanvas and Procore: Make Your Tech Work for you

Posted on by GoCanvas Team

GoCanvas and Procore: Make Your Tech Work for you

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Joining Forces To Harness the Power of Data Collection

GoCanvas and Procore have partnered to enable users to get the most from their solutions. Using a combination of GoCanvas and Procore, construction companies can harness the power of comprehensive data collection to keep the office and jobsite connected, all on one platform. 

Streamline Your Digital Transformation in Construction

GoCanvas and Procore makes it easy to take full advantage of your data.  Optimize data collection and integration with a variety of features and capabilities, including:

  • More than 30,000 customizable form templates
  • Mitigation of risks using maintenance, safety, and OSHA forms
  • Enabling users to search and select reference data with ease
  • A custom analytics dashboard that allows for combined data viewing
  • Real-time workflow and approval kickoff
  • Dispatching to the field with pre-populated data
  • Sharing form submission data to Procore along with other platforms
  • Incorporate barcode scanning into any form

By combining GoCanvas and Procore, users can mitigate risk, empower field service staff, reduce cost, and increase visibility.

Solving Pain Points with GoCanvas Data Integration

Procore offers plenty of capabilities that make it easy to manage your construction business. However, data integration through GoCanvas can solve certain pain points that might otherwise hold you back.

Some of these solutions include:

  • Automatic bi-directional data flow that optimizes both Procore and GoCanvas
  • Custom analytics dashboard with combined data from both GoCanvas and Procore
  • Transformation of operations through mobile data capture with flexible form functionality
  • Intelligent workflows that connect teams

As a result, construction firms can benefit from:

  • Increased accountability and oversight for improved risk mitigation
  • Simplification of tasks to help increase overall efficiency while reducing costs
  • Optimization of service operations and increased technician efficiency

About GoCanvas

GoCanvas is a leading provider of digital forms and solutions that make communication seamless, both in the office and in the field. This digital transformation tool empowers organizations to gather accurate data from the field, even offline, in real-time. In addition, they strive to provide solutions that improve customer efficiency, reduce risks, and make informed decisions. Over 5,000 companies in construction, field services, manufacturing, utilities, and fleet management are building their business using GoCanvas, using their curated and customizable forms. 

About Procore

Procore is a mobile project management software that gives both office and field teams the tools they need to connect.

With the help of Procore, companies can effectively manage project budgets with consistently dependable data from the field. This digital transformation tool uses a single platform to assign, log, and address any issues they identify. In addition, Procore makes it easy to streamline billing, collect bids, and distribute information using a central solution.

GoCanvas hopes to enable Procore users to get the most from this solution with enhanced data collection and connectivity.

Learn more
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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

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.

Learn more
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.

Watch VIDEO
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.

View integrations

Connect with an Expert Today.

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

Let’s Build A Plan Together

A Guide to Transforming Fleet Inspections with Digital Solutions

Posted on by GoCanvas Team

A Guide to Transforming Fleet Inspections with Digital Solutions

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Government-mandated vehicle inspections lack uniformity. The European Union (EU) has standards that apply to all countries, but every country can institute their own. Canadian inspection requirements are determined by province, and the United States has state and federal regulations. How does a fleet manager keep up?

Here are a few steps to make the task manageable.

1. Optimize Inspection and Maintenance Reports with Fleet Management Software

Fleet inspections should be part of every maintenance program regardless of government regulations. Scheduling vehicle maintenance that complies with mandated inspections ensures:

  • Vehicle safety
  • Reduced maintenance costs
  • Extended vehicle life
  • Compliance

Incorporating software solutions into your inspection requirements, into a larger maintenance program eliminates duplicate efforts and frees technicians to address more immediate repairs.

Preventive Maintenance

Scheduled preventive maintenance checks reduce the chance of unexpected repairs or equipment breakdowns. They help protect a company’s assets and extend the life of a vehicle. Some insurance carriers require inspection and maintenance documentation before approving coverage.

Automate Inspection Requirements

Adding mandated inspection requirements to planned fleet maintenance checks reduces the risk of an out-of-compliance citation. If multiple jurisdictions are involved, the inspection efforts become more complex, increasing the risk of a requirement being overlooked.

2. Use Digital Checklists to Streamline Fleet Productivity

Lists identify the items to be checked during an inspection or what functions to test as part of scheduled maintenance. Checklists ensure consistency. They can also create more work, especially if they are paper-based.

Eliminate Paper Forms

How costly are paper-based checklists? A box of paper containing ten reams has 5,000 pages.  The average paper usage per worker in the United States is 10,000 pages or two boxes of paper a year. While two boxes of paper may only average around $100, it’s the time lost in printing, copying, and distributing the paper-based checklists that impact the bottom line.

Someone has to update paper-based checklists. Without a version control system, it’s easy to use an out-of-compliance checklist, resulting in an out-of-compliance vehicle. The situation generates a snowball effect where costs grow because of fines, unscheduled repairs, and technician overtime.

Digitize Inspection Checklists

Digitizing inspection checklists eliminates problems with version control. When forms are updated, they replace existing lists automatically. When employees access a checklist, the current version displays on their phone, tablet, or computer. The checklist is completed electronically and uploaded for back-end processing. Alternatively, completed digital forms could be forwarded to a manager or supervisor for review and approval before being uploaded. With e-signing capabilities, paperwork isn’t delayed, lost, or misplaced. The process from inspection to reporting becomes seamless.

3. Centralize Data with Fleet Inspection Reports

Digitized data is easily transmitted to a central location where critical information on fleet inspections can be secured. The centralized data becomes a single source of truth for what is transpiring across a commercial fleet. Providing access to the same data throughout the enterprise can result in:

  • Faster routine maintenance
  • Responsive field support
  • Smoother workflows

Centralizing data means sharing data that establishes an informed workforce, empowered to make data-driven decisions.

Faster Routine-Efficient Maintenance Schedules

Maintenance schedules with digital checklists should outline what checks to perform on a daily, monthly, or yearly basis. When a van is scheduled for a six-month maintenance check, the technician can access the corresponding checklist. 

Mechanics can note areas on the digital form that may require additional checks. They can schedule repairs using an electronic form. Employees spend less time tracking down what needs to be done and more time doing it.

Digital Maintenance Processes

Systematic routine maintenance processes go a long way to extend a vehicle’s life. It minimizes wear and tear and can catch weaknesses that can be repaired before they become a problem. Even with the best maintenance programs, equipment can fail. With digital forms, the truck driver can submit a repair request and attach GPS coordinates for the maintenance crew. Drivers could even include photos of the damage so technicians can see what happened. 

Smoother Business Workflows

Digital forms with well-designed workflows can keep a preventative maintenance program on track. Drivers can be notified of upcoming maintenance checks. Maintenance departments can communicate schedules to minimize operational disruptions. With a digital format, the information can be shared across the fleet. Data can be uploaded and made available to other solutions for tracking inventory or developing data-based insights.

4. Ensure Fleet Management Compliance with Mobile Devices

Part of compliance is reporting. Digitizing information makes it easy to produce reports showing compliance with inspection standards. Electronic driving records ensure compliance without the hassles of managing reams of paper. Creating mobile applications that track driving hours can minimize the time a driver must spend documenting activities to remain in compliance.

Using digital resources, fleet managers can ensure compliance through checklists and consistent reporting.

  • With digital data, checklists can be uploaded and databases updated for faster reporting. Managers do not have to track down drivers or technicians to prepare compliance reports.
  • Digital forms ensure that the same data is collected every time. Data consistency means more reliable reporting and fewer follow-up requests.

With digitized data, compliance takes less time with fewer errors, resulting in more time for more customer-facing tasks.

5. Deliver Fleet Operation Insights in Real-Time

Data collected through digital forms can provide insights into fleet operations. Historical data can identify vehicle-specific trends, reducing the likelihood of an in-field breakdown. Minimizing unplanned servicing can save between $488 and $760 a day in vehicle downtime.

Mobile forms allow drivers and technicians to submit data in real time. If approvals are required, digital form solutions like GoCanvas can capture signatures electronically for faster processing.  With these capabilities, fleet managers can make and approve adjustments in schedules or delivery times.

6. Partner with GoCanvas for a Digital Transformation

Using a solution such as GoCanvas allows fleet managers to build forms from a no-code platform. Through drag-and-drop capabilities and templates, individuals with little to no coding experience can create forms. Organizations can work on their digital transformations without adding to the workload of the IT department.

Flexibility of a Digital Fleet

Given the flexibility of a GoCanvas platform, fleet departments can generate jurisdiction-specific checklists. Whether it is adding or subtracting items on a list, digital forms can be created in hours and modified in minutes. Fleet managers no longer need to wait months, if not years, for developers to deliver an electronic form that can only be updated by IT. 

Reliable Fleet Tracking Automation

When checklists become outdated, the out-of-compliance risk increases. Companies must depend on employees to remember what has changed until the form can be updated. Relying on human memory to recall undocumented changes in compliance regulations will ultimately lead to fines and other penalties.

Transformational Digital Solutions

With the right process and partner, fleet managers can ensure compliance, improve operations, and reduce employee friction. Talk to the experts at GoCanvas to learn how to transform your fleet inspection process.

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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

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How the Best Field Services Businesses Use Mobile Apps

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Improve Your Field Service Workflow in 5 Easy Steps

Posted on by GoCanvas Team

Improve Your Field Service Workflow in 5 Easy Steps

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Field service work can be difficult and time-consuming. But with the right tools and a bit of organization, it doesn’t have to be. Following these tips for integrating mobile applications into your business processes can save time and energy while ensuring that your work is done efficiently and effectively.

5 Steps to Improve Field Service Management with Mobile Apps

1. Workflow Automation

The first step to improving your field service workflow is to automate as much of the process as possible with field service automation software. Mobile apps can help by allowing you to fill out forms and submit them electronically. This enhances the functionality of your business and eliminates the need for paper forms, which can be lost or misplaced. It also speeds up the process by allowing you to submit information in real-time.

2. Work Order Integration

Integrating your work orders into your mobile app can help you keep track of all the details in one place. This includes the customer’s information, the service to be performed, and any special instructions. This readily available information will help you provide better customer service and avoid mistakes.

3. Scheduling, Route Planning, and Optimization

Scheduling, route planning, and optimization are essential for any field service business. Mobile apps can help you plan your routes more efficiently and optimize your schedule to save time. This way, you can be sure that you’re making the most of your time and resources.

4. Customer Experience Management

Customer management is another important aspect of field service. Mobile apps can help you keep track of your customers’ information and preferences. You can provide them with the best possible service and increase customer satisfaction.

5. Streamline Communication

Clear and effective communication is essential for any business, but it’s especially important in field service operations. Mobile apps can help you communicate with your team in real-time by sending work order notifications. This way, you can keep everyone on the same page and resolve any issues quickly.

Benefits of Field Service Automation

There are many benefits to automating your field service workflow. Mobile apps can help you save time, money, and resources. 

  • Automates Workforce Management
  • Eliminates Manual Effort and Human Error
  • Enhances Service Delivery
  • Improves Coordination Among On-Site Field Service Teams
  • Implements Field Service Organization
  • Streamlines Inventory Management
  • Reduces Downtime
  • Integrates Work Order Management

The field service industry is constantly changing, and automation can help you stay ahead of the curve.

GoCanvas’ Field Service Solutions

At GoCanvas, we provide customizable templates to field service businesses to enhance their workflow. Our easy-to-use platform allows you to create checklists, work orders, and inspection reports. Our mobile apps are designed to help you automate your workflow and improve coordination among your team. To learn more, contact us 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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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.

Learn more
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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

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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Common Workplace Hazards for Field Service Providers and What to Do About Them

Posted on by GoCanvas Team

Common Workplace Hazards for Field Service Providers and What to Do About Them

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Field service providers face a variety of safety hazards while on the job site. Some of these hazards are common to all workplaces, while others are specific to the field service industry. By knowing what these hazards are and how to protect yourself from them, you and your field technicians can stay safe while working.

Types of Potential Hazards

Common workplace hazards include slips, trips, and falls. However, more specific to the field service industry are risks such as working at heights, driving hazards, electrical hazards, and exposure to harmful chemicals.

Slips, Trips, and Falls

Slips, trips, and falls are among the most common on-site accidents. They can happen anywhere there is a change in elevation or surface type, such as going from a carpeted floor to a tile floor. They can also happen when loose cords or clutter create a tripping hazard.

Best safety practices for slips, trips, and falls:

  • Keep floors clean and free of debris
  • Use floor mats or anti-slip tape in areas where there is a risk of slipping
  • Make sure all cords are neatly organized and out of the way
  • Be aware of changes in elevation, such as steps, curbs, or confined spaces

Working at Heights

Working at heights can be dangerous for field service technicians, whether climbing a ladder to clean gutters or working on a roof. Falls from heights are one of the leading causes of workplace fatalities.

Best safety practices to prevent falls:

  • Wear appropriate fall protection gear, such as a harness
  • Inspect your personal protective equipment (PPE) before use to make sure it is in good condition
  • Use the buddy system when possible
  • Be aware of your surroundings and stay away from edges

Driving Hazards

Field service providers often have to drive as part of their job. This can be hazardous if you’re not used to driving in certain conditions, such as icy roads.

Best safety practices to prevent accidents while driving:

  • Be familiar with the route you’re taking
  • Plan for extra time, so you don’t have to rush
  • Be aware of other drivers

Electrical Hazards

Electrical hazards are common in the field service industry because technicians often work with wiring and other electrical components. shocks and burns are the most common injuries from electrical hazards.

Best safety practices to prevent electrical injuries:

  • Turn off all power before working on electrical components
  • Use proper safety gear, such as gloves and goggles
  • Inspect equipment for damage before use
  • Keep your work area clear of flammable materials

Chemical Hazards

Many field service providers work with chemicals that can be harmful if inhaled or ingested. Some common examples are solvents, cleaners, and pesticides.

Best safety practices to prevent chemical injuries:

  • Read the label carefully and follow all directions
  • Wear proper safety gear, such as gloves and a respirator
  • Work in a well-ventilated area
  • Keep chemicals stored in their original containers

How to Respond if an Accident Occurs

If you or someone else is injured on the job, it’s important to know what your safety procedures are.

  • Call for medical help if necessary
  • Report the accident to your supervisor
  • Fill out any necessary paperwork
  • Follow up with your doctor for any injuries sustained

By following these safety tips, you can help prevent accidents and injuries on the job. If an accident occurs, ensure you know how to respond so you can get the help you need.

Provide Safer Working Conditions with GoCanvas

Safety training is vital to service work. GoCanvas can help you implement your safety policies by providing your business with field service management software where you can create safety training, checklists, and workflows to protect the operational safety of your field service business. Contact us today to learn more.

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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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How Mobile Field Service Apps Have Changed Field Service Management

Posted on by GoCanvas Team

How Mobile Field Service Apps Have Changed Field Service Management

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Field service management is a critical process for companies that rely on field service technicians to maintain and repair their products. In the past, this process was often handled through paper-based work orders and communication methods that were slow and inefficient. However, with the advent of mobile field service apps, companies are now able to manage their field service operations more effectively and efficiently than ever before. Field service apps allow technicians to access work orders and customer information from anywhere in the world, which speeds up the repair process and improves customer satisfaction. Additionally, mobile apps allow companies to track technician locations in real-time, which enhances safety and compliance. Overall, mobile field service apps provide several benefits that can help companies improve their field service operations.

Streamline Work Order Management

In the past, work orders for field service technicians were often paper-based, which made it difficult for technicians to access them from remote locations. This would often lead to delays in the repair process as technicians had to wait until they returned to the office to receive their work orders. However, with mobile field service apps, work orders can be digital and easily accessed by technicians anywhere in the world. This allows repairs to be completed more quickly and efficiently, which leads to improved customer satisfaction.

Automate On-Site Field Service Operations

Another way that mobile field service apps have changed field service management is by automating many of the tasks associated with managing a field service operation. For example, apps can automatically give real-time updates to technicians, customers, job site locations, track your service team’s GPS locations, and schedule follow-up appointments. This automation eliminates many of the manual tasks that field service managers previously had.

Optimize the Workflows of Your Business Operations

Mobile field service apps also optimize workflows by providing technicians with the information and tools they need for project management and to complete repairs quickly and efficiently. For example, some apps provide technicians access to customer records, product manuals, and parts catalogs. This allows technicians to resolve problems more quickly without waiting for assistance from a field service manager. Additionally, mobile apps often include built-in scheduling features that allow managers to plan and optimize technician routes. This helps to ensure that technicians can complete their work promptly and reduces fuel costs associated with inefficient routing.

Enhance the Functionality of Your Field Service Business

Inventory management, GPS tracking, client management, and scheduling are only a few of the features that can enhance the functionality of your field service business. Mobile apps provide an all-in-one solution for managing your field service business, which makes it easier than ever to run your operation smoothly and efficiently.

Improve Customer Support

Enhancing the customer experience is one of the most important goals of any business, and mobile field service apps can help you achieve this goal. By streamlining workflows, enhancing customer management, and automating many of the tasks associated with managing a field service operation, mobile apps make it easier to provide customers with the high-quality service they expect and deserve. This leads to improved customer satisfaction and loyalty, which can result in positive customer relationships and more repeat business and referrals.

Reduce Costs and Boost Profitability

Another benefit of mobile field service apps is that they can help reduce pricing associated with your field service operation and invoicing. For example, by automating appointment scheduling, you can eliminate the need to pay a receptionist to schedule appointments. Additionally, by tracking technician GPS locations, you can minimize fuel costs by ensuring technicians take the most efficient routes to customer locations. Overall, mobile apps can help you reduce the costs associated with running your field service business, which can improve your bottom line.

How Mobile Apps Have Improve Safety and Compliance

Field service technicians often work in remote or dangerous locations, which can pose a safety risk. However, mobile field service apps can help improve safety and compliance by providing technicians with the information and tools they need to stay safe while working. For example, some apps provide technicians access to customer records, product manuals, and parts catalogs. This allows technicians to resolve problems more quickly without waiting for assistance from a field service manager. Mobile apps can also track technician GPS locations, allowing field service managers to monitor technician safety and compliance.

Overall, mobile field service apps have made field service management more effective and efficient by automating many tasks associated with managing a field service operation. In addition, mobile apps have improved safety and compliance by providing technicians with the information and tools they need to stay safe while working. Finally, mobile apps can help reduce costs associated with your field service operation. These factors combine to make mobile field service apps an essential tool for any business that relies on field service operations.

Software Solutions for Field Service Providers

GoCanvas can help your business with field service management solutions including customizable cloud-based templates, checklists, and management tools that can be used on mobile devices or tablets. Contact us today to learn more about getting 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

Two people in an office looking at a tablet.

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.

Should You Connect Field Service Management Software with QuickBooks?

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.

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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

A Comprehensive Guide to Post-Construction Cleaning Checklists

Posted on by GoCanvas Team

A Comprehensive Guide to Post-Construction Cleaning Checklists

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When a construction project is complete, the final step is a thorough inspection of the job site to ensure everything is clean, organized, safe, and put away. This final walkthrough usually involves a construction punch list and ensures that all loose ends are tied up, damages are addressed, and the property is up to standard. One way to ensure all of these are done is by creating and utilizing a custom post-construction cleaning checklist.

What is A Post-Construction Cleaning Checklist?

A post-construction cleaning checklist is a detailed document that breaks down the different areas of a worksite into specific categories for cleaning. It helps workers walk through each space and identify any cleanup tasks that need to be done before the project can be considered complete.

What To Include in Your Checklist

Your post-construction cleaning checklist should walk cover each area of the building. It should serve as a guide to help workers inspect all aspects of the building—from floors, windows, and ceilings to external features and the removal of trash and debris. Here’s what to include:

Entrances & Exits

All doors that lead into the building should be inspected and cleaned. These areas are the first things the new owner will notice when they arrive on the property.

  • Dust exterior lights
  • Make sure all lights are working
  • Wipe down windows
  • Clean doors, door frames, and doorknobs
  • Sweep entrance ways

Living/Common Areas

The living rooms and common areas should be clear, clean, well-lit, and free of debris. All evidence that you were there working should be removed.

  • Floors are swept and vacuumed/mopped
  • All lights are working and free of dust
  • Doorknobs and light switches are clean
  • Windows, window sills, and window tracks are cleaned and dusted
  • No evidence of paint drops on the floors or scuff marks on the walls
  • Trash removed
  • Doors and doorframes cleaned

Kitchens

Kitchens can be complicated spaces, filled with crevices and spaces that often get overlooked. Part of completing a construction project is making sure the kitchen area is clean, and everything is in working order.

  • Dust all shelves and countertops 
  • Clean inside appliances
  • Clean inside cabinets and drawers
  • Make sure all cabinet hardware is clean and secure
  • Sweep and vacuum/mop floors
  • Clean windows, window sills, and window tracks
  • Remove trash
  • Clean sink and backsplash
  • Wipe down all fixtures and finishes

Bathrooms

Although they’re usually one of the smallest rooms in a home, bathrooms must be clean and in working order by the end of a construction project.

  • Sink, tub, and shower are clean and sanitized
  • Toilet is sanitized
  • Mirrors, cabinets, and counters are wiped down
  • Floors are swept and vacuumed/mopped
  • Inside cabinets and drawers are cleaned
  • Windows, baseboards, light fixtures, doorknobs, and doorframes are cleaned
  • Trash is removed

Bedrooms

Removing trash, dusting light fixtures, and ensuring the floor, walls, and windows are clean is vital in a clean and complete bedroom area. Some other things to look out for when inspecting a bedroom area include:

  • Cleaning inside closets
  • Dusting light fixtures and ceiling fans
  • Wiping down baseboards
  • Dusting built-in shelving units
  • Dusting grates and vents
  • Removing paint from hinges

Outdoor Spaces/ Landscaping

The final step of your post-construction cleaning checklist should include a careful analysis of the exterior of the property. This means checking to make sure all packaging, tape, plastic, and other signs of construction are taken away from the property and disposed of properly.

  • Remove all trash from the premises
  • Sweep/power wash the walkways
  • Sweep all porches, decks, and patios
  • Clean garage door and mailbox

Manage Your New Construction Projects with GoCanvas Checklists

At GoCanvas, we provide construction teams with the tools they need to do any job efficiently. Learn about our different checklists templates and work with us to custom-design one that works best for your business. Contact us today to learn more.

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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

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.

Learn more
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.

Watch VIDEO
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.

View integrations

Connect with an Expert Today.

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

Let’s Build A Plan Together
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