Keep Your Trucks on the Road: How Complete Inspection Records Lead to More Revenue

Keep Your Trucks on the Road: How Complete Inspection Records Lead to More Revenue

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For a driver, carrier, or fleet owner, driving time means more revenue. Every minute your vehicles aren’t on the move, you’re losing money.

What’s the secret to minimizing time off the road? Often, it comes down to thorough documentation. Keeping complete and up-to-date records of your inspections can help you reduce downtime — whether due to repairs, out-of-service (OOS) violations, accidents, or otherwise — and keep your trucks generating revenue.

Of course, the method you use to maintain your records can affect the value and utility of that documentation. If you and your drivers are constantly scrambling to find paper forms (which may or may not be up to date), your documentation probably won’t be very effective in keeping your fleet moving. But by capturing data digitally with mobile inspection apps, you’ll be able to access updated information on demand, from anywhere — and that can have a significant impact on driving time. Here’s how.


The key to high-performing vehicles is preventive maintenance. Keeping the components and systems on your trucks properly maintained can keep them running safety and reliably. However, that can be a challenge for companies that rely solely on paper documentation, as it can be difficult to track and communicate back to the office which vehicles need which services, and when.

Mobile inspection forms can help you better track data for each of your trucks, such as mileage and completed repairs. Equipped with those records, you can more accurately time preventive maintenance and communicate when necessary services, like repair orders, need to be performed before minor issues turn into breakdowns or violations during roadside inspections.


During a recent blitz of roadside inspections performed by the Commercial Vehicle Safety Alliance, over 62,000 vehicles were inspected — and more than 20 percent (one in five) were immediately placed out of service. Some experts think drivers could avoid many of those violations if they kept better records.

Consider this: Jeff Langloss, the federal program manager for the Federal Motor Carrier Safety Administration (FMCSA), recently examined the violation records of 10 randomly selected companies in the Dallas-Fort Worth, Texas, area. He found that of the 4,296 total violations, 3,309 — 76.3 percent — could have been avoided with a pre-trip inspection. While that’s only a small sampling of the country, it’s clear that pre-trip inspections can be a helpful tool in avoiding common inspection violations.

Mobile pre- and post-trip inspection forms help drivers quickly and accurately assess the major systems and features of their vehicle, and determine if it’s safe to drive. Mobile pre-trip inspection forms cover:

  • Tires (inflation, tread, condition of spare)
  • Leaks (oil, fuel tanks)
  • Gauges
  • Dashboard warning lights
  • Lighting system (headlights, brake lights, turn signals, hazard lights, reflectors)
  • Safety equipment (fire extinguisher, reflective triangles/flares, spare bulbs, emergency contact info)
  • Trailers (brake connections, coupling chains/king pin, doors, landing gear, tires/wheels)
  • Other (windshield wipers, fans/defroster, brake system, mirrors, horn, exhaust system, seatbelts)

Collecting that data prior to each trip can help drivers and carriers pinpoint issues before they result in roadside inspection violations.


Keeping accurate documentation can even help prevent crashes that are all too common in the trucking industry.

For example, an Ohio-based commercial driver was recently involved in a fatal accident. Following the crash and investigation, the driver’s family learned that the vehicle had been equipped with a badly worn tire and front axle. A crash reconstructionist who looked into the accident determined that the truck had so many maintenance issues that it shouldn’t have been on the road in the first place.

While not all crashes can be prevented, thorough documentation of truck maintenance and pre-trip inspections can help catch issues before they cause damaging or even fatal accidents that can affect your drivers and other motorists.


Accidents can also bring legal issues for carriers and other businesses that have trucks on the road.

For example, in another accident, a commercial vehicle that was hauling bales of hay lost 10 bales as its driver tried to keep the load from shifting in a curve, killing a driver and passenger in a nearby vehicle.

Ultimately, the truck’s owner and driver faced charges for failing to secure the load — a violation that should have been caught in a pre-trip inspection and certainly would have been caught during a roadside inspection. But federal records showed that the vehicle hadn’t undergone a check in about 15 years. Had the owner maintained regular inspections and records, he could have used that documentation during the litigation — and moreover, he likely could have prevented the accident altogether.

Mobile inspection forms aren’t just more convenient for your drivers; they’re more effective in keeping your documentation up to date and readily accessible — which can be key to keeping your trucks on the road. Learn more about how mobile inspection apps can benefit your business in the interactive eBook, “4 Ways Mobile Inspection Forms Can Keep Your Trucks on the Road.”

Then get started by trying out GoCanvas free (no credit card or contract required). We’ll help you create your first app, whether it’s for regular inspections, maintenance logs, or managing documentation.

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 TE3CO Leverages Data Analytics to Unlock Business Potential

TE3CO provides mission-critical pressure relief technology and services to customers across the oil and gas industry. They employ a highly trained and capable workforce of field technicians and engineers. Before working with GoCanvas, TE3CO relied on spreadsheets and emails to manage their ticketing process but found the system time-consuming and difficult to track.

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VIP Lighting Gains Business Efficiencies with GoCanvas

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Man in a hard hat inspecting HVAC vents.

Three HVAC Maintenance Checklists that will Reduce Errors and Grow Your Bottom Line

For HVAC technicians, so many errors within their daily tasks come from using outdated paper forms while completing a job. Using these HVAC inspection checklists will prevent issues before they happen, so your technicians can collect comprehensive and consistent data at every job.

Connect with an Expert Today.

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

3 Mobile Features that Every Field Service Company Needs to Succeed

3 Mobile Features that Every Field Service Company Needs to Succeed

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Tool box and mobile apps

There are many factors that go into making a field service company successful. But one of the biggest contributors in determining the success of a business, field service or not, is the quality of the company’s daily data collection process. If a company is not adequately able to collect, share and analyze the data from their jobs in a timely manner, it’s very likely that they’re not able to make data-informed decisions versus a company who has real-time information available. This inability to make informed, real-time decisions can negatively affect a company’s bottom line and become a huge anchor to a Field Service company’s potential productivity and overall efficiency.

One reason more small and medium-sized businesses are moving away from paper-based data collecting is because the cost of implementing technology has become so low. Smart phones and tablets can now be easily purchased for under $100, and software like GoCanvas can turn these devices into mobile platforms capable of doing more than just simple data collection.

GoCanvas appBy deploying smart devices with a mobile platform like GoCanvas, you are instantly transforming your data collection process into something that is fluid and dynamic. Forms can now be completed accurately and in less time with the assistance of integrated customer, parts, and material lists. Documentation like photos, GPS, and Time Stamps can now be captured without the need to carry around expensive pieces of equipment. And all this information is now able to be centrally captured from your mobile device, compiled into a custom PDF report, and shared instantly with the client and office.

The GoCanvas platform is the foundation for increasing efficiency within your business, but below are the ways that Field Service companies can significantly benefit.

While going paperless is a great first step in improving your daily data collection processes, there are specific features that can help your business gain maximum efficiency. Take a look below at how you can customize your GoCanvas mobile forms to increase productivity within your Field Service business.

Credit card and smart device

#1 – Mobile Payments: A majority of Field Service companies want or have the need to collect on-site payments from the clients they are servicing. By doing this, you’re ensuring on-time payment and avoiding the anguish of having to track down clients who never pay. With GoCanvas and its partnership with Square, you can easily setup and capture payments with your mobile forms with a few simple clicks and a swipe. No more having to worry about lost, missing, or late payments! Say goodbye to waiting weeks for payment! With Square and GoCanvas, collecting payments is as easy as a swipe of a credit card.

#2 – Reference Data: What can speed up, as well as increase the accuracy, of filling out Field Service forms? Integrated data lists! With Reference Data, you are able to take the data that resides in the spreadsheets on your computers and import them directly into your GoCanvas mobile forms. Now instead of technicians having to call into the office for a part number or carry around a heavy paper catalog of materials, all this data is now accessible via the dynamic drop-down lists inside the GoCanvas mobile forms.

But the best part is that if a technician selects “Part A” from a drop-down list in a mobile form, the corresponding details including “Part #”, “Price”, and “Description” will automatically be pre-populated within the mobile form. No more guessing or having to manually type in information. This feature instantly eliminates manual data entry mistakes and can increase data collection time by at least 25%!

GoCanvas dispatch calendar

#3 – Dispatch Calendar: The last key part of improving efficiency within your Field Service business is to ensure that tasks are able to be organized and properly tracked without the need for significant manual data input.

The GoCanvas Dispatch Calendar enables your office staff to create, assign and track the completion of service tasks from an all-in-one calendar view. There is no need to install or purchase a separate scheduling software. With GoCanvas Dispatch Calendar, all the tasks created can be automatically synced with your technicians’ personal or business calendar so that they never miss another appointment again! The Dispatch Calendar can eliminate the need for redundant text messages, emails, or calls related to the jobs. This can help your staff recover 100’s of hours is lost productivity every month!

Field Service Banner

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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Feature Focus: Capture and Verify Employee Locations with GPS Stamps

Feature Focus: Capture and Verify Employee Locations with GPS Stamps

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Work Order Image

When you go paperless with GoCanvas, the benefits of reducing manual data entry and increasing data visibility will be immediately realized. While these are great benefits, there are also other critical parts of your data collection process that you should be mindful of when building out your GoCanvas mobile forms.

The biggest part, no matter if it is a paper or mobile-based data collection process, is how can the data be validated for accuracy. With a typical paper form, you have literally no measures or safeguards that you can put into place to increase the accuracy of the data being collected. The only real action that can be taken is for someone to manually review each paper form and look for glaring mistakes including:

  • Missing or blank fields
  • Misspellings
  • Incorrect calculations
  • Illegible hand writing

This extremely tedious process can cost your company 1-2 hours in productivity every single day. With GoCanvas, we leverage the power of your mobile devices so that you don’t have to worry about these mistakes any longer and aren’t forced to review each report by hand.

The amount and speed of the data you collect are only as good as the accuracy of it. This means that you can implement GoCanvas and increase your data collection times by 5x, but if you don’t implement the proper data validation steps then the data might as well have been collected on paper.

The GoCanvas platform gives you a variety of easy to implement features and settings that can help ensure the data being collected by your employees is valid and accurate. A couple of these features include Reference Data, Auto Calculations, Time & Date Stamps, and Pre-populated Drop Down Menus. But the most essential of all these data validation features is GPS.

Canvas App builder

The GPS feature of GoCanvas allows for business owners and supervisors to verify not only when reports were captured, but also WHERE the data was collected. This functionality can be easily added to any of your current mobile forms using the drag and drop app builder.  And by marking the field as “required”, you can ensure that every time someone fills out the mobile form, the user will be forced to record their location. Additional field settings for the GPS field include accuracy and selecting how the coordinates collected are displayed on the final PDF report (map, lat/long, web link).

GoCanvas’s GPS functionality is a great compliment to many of the mobile forms and features that you’re already using today.

Canvas Mobile GPS

The GPS functionality gives your team even greater detail and insight into your data, as well as providing you validation of job completion. This data is also great for communicating with customers to verify proof of service or delivery. You can now easily avoid the “he said/she said” scenarios that happen when a customer says a technician didn’t show up on site or didn’t complete the service at the correct location. This alone can save you hours in time, frustration, and headaches! The GPS coordinates that are collected can also help with on-site accident reporting and the creation of custom reports to find out where the most injuries are occurring. This can help your business become more proactive with site safety, and reduce costs when it comes to future employee injury claims.

Overall, the GoCanvas GPS feature is most commonly implemented in mobile forms that are capturing field service data that is both time and location sensitive.

Examples include:

  • Crew Daily Time Sheets
  • Job Safety Analysis
  • Accident Report
  • Proof of Delivery Report
  • Daily Work Order
  • Facility Walkthrough Checklist
  • And more!

While these are just a few examples of how the GoCanvas GPS functionality can be integrated with many of the mobile forms you already use today, the ability to increase data accuracy within your business is just a few clicks away!

Try GoCanvas Free

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

Boost Truck Fleet Efficiency and Profitability – 5 Ways Mobile Apps Can Help

Boost Truck Fleet Efficiency and Profitability – 5 Ways Mobile Apps Can Help

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Mobile apps are designed to make everyday tasks more efficient. You can document and file car insurance claims directly from your phone in real-time, right at the scene of the accident. With a mobile boarding pass, you can bypass the ticketing counter at the airport and go straight to your gate. You can bank with an app, book hotels with an app, and order pizza with an app.

Now, motor carriers — and any businesses that employ trucks and drivers — can experience those efficiency gains regarding inspection reports. With mobile inspection apps, carriers and drivers can trade in the burden of paper forms for the ease of mobile forms and cloud-based data through their mobile devices. But those apps don’t only increase efficiency — they also drive additional revenue. Here’s how.

When drivers and carriers enter information in mobile apps, that data is stored in the cloud. With reduced paper files, carriers can eliminate much of their physical storage including file cabinets and shelves. That means more space in the office, less clutter to work around, and an easier time accessing the information you need the minute you need it within your mobile application — especially if you’re pulled over for an inspection.

Cloud-based data storage can automate workflow and give owners and managers instant access to inspection documents, including work orders, inspection checklists, and audits and maintenance reports as soon as drivers complete them — regardless of where the driver is — providing accurate, up-to-date knowledge on all equipment.

In the short term, the benefits of those changes may seem marginal — but if you aim to grow your business, mobile technology, and a digital documentation system can help you scale efficiently and stay profitable as you expand.

We recommend creating invoices through our mobile app for Trucking Invoices for an easy way to keep track of your financials.

Drivers already work up to 70 hours in an eight-day period. For carriers to be the most profitable, however, that time must be spent driving, not fulfilling peripheral duties like completing or filing paperwork. A mobile app on a smartphone or tablet can save time and increase convenience for both the carrier and the driver.

With paper forms, drivers must fill out duplicate information every time — like vehicle make, model, year, and DOT registration number. Mobile forms, however, may be pre-populated with this kind of information, saving the driver the headache of having to fill in that information time after time and reducing the chance that they’ll get sloppy and skip portions of the forms completely. Mobile forms can also require users to fill out one field before they are able to move to the next.

The time savings can equate to additional driving time (and revenue), and completing paperwork is a win for everyone when it comes to roadside inspections, traffic stops, and especially if your truck is involved in an accident.

Even though large trucks represent only 2 percent of drivers, they’re involved in 11 percent of road fatalities. Driver error accounts for 87 percent of those accidents, and vehicle issues, such as brake problems, account for 10 percent.

If one of your trucks was involved in an accident tomorrow, would you have accurate, up-to-date information readily available to prove that your vehicles have been inspected, have received regular maintenance, and that your drivers meet all training and certification requirements?

This kind of information can be vital at the site of a crash and may be able to help exonerate your company of any alleged wrongdoing in the event of a liability suit or lawsuit.

The law requires truck fleet owners to keep records of hazardous material carriage, vehicle inspections, driver records, health management, and more. The penalties for failing to do so can be steep — ranging from fines to termination as a business entity.

Companies that don’t keep maintain the required documentation pay out millions of dollars each year. Recordkeeping violations, for example, can carry a fine of up to $1,100 per day while the violation continues, up to $11,000. Hazmat fines can stack up to $75,000 per violation.

If drivers receive a serious violation during a roadside inspection, their trucks can be placed out of service (OOS) — taking them completely off the road until the violation is remedied. And that can be an expensive delay, considering you’re losing revenue for every hour the truck is sidelined.

You also have to consider the broader impact on your business. The public can see carriers’ violations and fines on the Federal Motor Carrier Safety Administration (EFMCSA) website and too many penalties against your company could cause your customers to take their business elsewhere. Using a mobile app to keep updated, accurate, and accessible records can help you avoid those penalties and keep your business profitable.

Drivers are expected to carry and manage a long list of documents — including a driver’s license, medical examiner’s certificate, a driver’s record of duty status, documentation of an annual inspection, hazardous materials paperwork, and permit credentials.

Rather than maintaining these documents on paper, a mobile app can streamline the process, helping drivers and carriers become more efficient. On a grander scale, that can help your company become more competitive and continue to attract drivers that will stay compliant and drive profitability.

Paper forms aren’t just inconvenient. Relying on paper forms can open your truck fleet up to fines, lawsuits, and downtime. Learn more about how mobile inspection apps can benefit your business in the interactive eBook, “4 Ways Mobile Inspection Forms Can Keep Your Trucks on the Road.”Then get started by trying out GoCanvas free (no credit card or contract required). We’ll help you create your first app, whether it’s for regular inspections, maintenance logs, or managing documentation.

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 TE3CO Leverages Data Analytics to Unlock Business Potential

TE3CO provides mission-critical pressure relief technology and services to customers across the oil and gas industry. They employ a highly trained and capable workforce of field technicians and engineers. Before working with GoCanvas, TE3CO relied on spreadsheets and emails to manage their ticketing process but found the system time-consuming and difficult to track.

Two men in hard hats look onto a tablet.

VIP Lighting Gains Business Efficiencies with GoCanvas

VIP Lighting is a retail lighting and electrical maintenance company that services retail chains across Australia and New Zealand. The business has been operating for 25 years and now services 10,000 retail sites across both countries. Prior to joining GoCanvas in 2018, the business had multiple systems running different aspects of their technician and contractor network.

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Three HVAC Maintenance Checklists that will Reduce Errors and Grow Your Bottom Line

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Connect with an Expert Today.

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

Passing Roadside Inspections: 3 Tips for Success

Passing Roadside Inspections: 3 Tips for Success

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A large truck is involved in a fatal accident approximately every 2.5 hours. To keep your trucks and drivers out of those accidents and on the road, it’s vital that you comply with the Federal Motor Carrier Safety Administration’s (FMCSA) Compliance, Safety, Accountability (CSA) program, which is designed to help prevent commercial motor vehicle crashes, injuries, and fatalities.

The core element of CSA — the Safety Measurement System (SMS) — uses information from roadside inspections to measure a carrier’s safety performance. The higher the ranking, the more likely your business will be targeted for an intervention, which could range from a warning letter to an on-site investigation. And if that investigation finds that you’re not meeting safety regulations, your trucks could be taken off the road completely.

How can you make sure your trucks remain on the road and generating revenue? Part of keeping your company’s ranking as low as possible is making sure that all your vehicles pass roadside inspections with flying colors. Here’s how:


Use mobile apps to check, double check, and document all the basics like lights, mirrors, horns and more. Keep in mind that passing inspection is specific to the category of what is being transported. Instruct your drivers to pay special attention to their vehicle’s brakes, tires, and cargo security (as these are some of the leading causes of large truck crashes).

Crumpled and incomplete documents that a driver digs out of a messy glove compartment don’t leave a good impression on an inspector. A mobile inspection form gives your drivers access to inspection documents at their fingertips. If an inspector knows the paperwork is organized, he or she will have a better initial impression of your truck overall.

This may seem like common sense, but it’s not always common. The more cooperation the officer receives, the smoother things go. An officer doesn’t have to go through with a full inspection just because he or she pulls a driver over, but does have the right to cite the driver, the company, or both, so attitude pays. 

By making it easier for your drivers to pass roadside inspections, you’ll help them get back on the road faster — so you can continue generating revenue.

Want to learn more about meeting safety regulations, passing inspections, and keeping your fleet on the road? Download our new interactive eBook, “4 Ways Mobile Inspection Forms Can Keep Your Trucks on the Road.”

What’s in the interactive eBook?

  • What you need to know about CSA’s ranking systems
  • Tips for how to pass roadside inspections
  • Facts about the true cost of non-compliance
  • Types of CSA interventions and what triggers them 
  • Quizzes and facts on roadside inspections, safety rankings, and CSA interventions

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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3 Ways to Automate Data Approvals & Increase Accountability with Workflow

3 Ways to Automate Data Approvals & Increase Accountability with Workflow

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Workflow with Canvas

Collecting data is an essential part of every business on the planet, but it’s only half of the equation.

Sharing data with the right people, at the right time, is often more important than just simply writing it down. But often when companies collect data with paper forms, it can take hours, days, and sometimes weeks for the information to reach its final destination! This isn’t even taking into account the other complexities that can make the paper-based data collection process even more difficult including multi-department approvals, out-of-state projects, and more!

Workflow with Canvas

Read below how mobile process improvement platforms like GoCanvas are changing the way that companies look at the collection and transmission of their data, and how a simple changes like using Workflow could help your business recover 100’s of hours in productivity every year. 

The GoCanvas platform is not only a great way to combine all your paper forms into a single mobile app, but it’s also a means of controlling how and when your company’s data is collected.  Read below to learn about three popular use cases for the mobile Workflow feature of GoCanvas and what kind of impact it could have on your business.

Review & Approve Timesheets: Collecting employee daily or weekly timesheets is always a pain, but with GoCanvas it can almost become a pleasure. Instead of your crews having to fill out a piece of paper on every job site at the end of the day or week, they will instead simply log their time right on their phone. Once complete, those times will be sent automatically to their site supervisor who will receive a notification on his or her GoCanvas mobile device. The supervisor can then access and check each employee’s time, add comments, and reject if necessary. If everything looks good, the supervisor can sign off on the timesheet and send it to the company’s cloud database so that it can be digitally filed and processed by the office accounting team.

Safety Violation Tracking: For the Construction, Field Service and Manufacturing industries, employee safety is always a top priority. Due to the nature of work that is involved in these industries, having an efficient system for reporting and reviewing safety violations is essential.

By using Workflow with GoCanvas, a safety supervisor can now do his/her rounds at each project site, fill out the safety reports, and send the results to the office manager for review in real-time. The best part is that reports can be conditionally triggered to be sent for review if, such as, an item is marked as “Failed” or “Requires Correction”. This ensures that the office is only being sent notifications about the most critical reports, which allows them to focus on implementing real-time corrective actions to improve specific site safety situations.

Multi-step Construction Tasks: No matter what you are building or producing, it usually takes a group of people to get the job done. With paper forms, this involves each person who works on a particular task filling out a report. This usually leads to there being folders and upon folders worth of unorganized paper documentation.

With Workflow from GoCanvas, the data collected from start to finish of each task is kept neatly together in a single report. Once “John Doe” completes his part of the task, he can pass or “hand-off” the digital report to “Jane Johnson” so that she can complete her part of the report and continue this process in a dynamic chain of data collection until the report is complete! There will be no more swimming through filing cabinets to find that report from last year since now every completed report will be stored neatly in the cloud for you to easily search through using a simple keyword search. You can even track the status of “in-progress” reports to see why a certain report hasn’t be turned in yet!

And remember, each workflow can be easily setup and customized based on the different types of work processes being conducted, no matter the length. If you’d like to learn more, check out this amazing Workflow eBook on how real companies are making the switch from paper forms to GoCanvas!

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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4 Features to Improve the Way You Perform Daily Inspections

4 Features to Improve the Way You Perform Daily Inspections

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In almost every industry and business today you will find some sort of inspection process. From home construction to retail merchandising, being able to quickly capture, complete and share inspection reports is critical to running a successful business.

A typical paper-based inspection process can be broken down into three parts.

The first part is observation and collection. This is the process of going through all the items on the form and reviewing each section in order to properly fill out the inspection. This may include filling out checkboxes, taking photos with a digital camera, tracking down people for signatures, and much more. This portion can be extremely time-consuming since not only do you have to fill out each part of the inspection by hand (usually more than 2 pages), but also having to use external pieces of equipment including cameras to capture critical pieces of information.

The second part is the transportation of the data. With paper inspections, since they are usually composed of two or more pages of manually entered notes and photos, it is almost a requirement that they are manually driven back to the office for collection. This means that inspections can take hours, if not days, to reach their final destination within the office. This delay can cause backups in your daily reporting and leave huge blind spots in terms of your company’s data visibility.

The third and final part of the process is the analysis of the inspection reports. As we mentioned previously, having to manually transport inspections back to the office can take a substantial amount of time. Once these reports are finally returned, the data must be then manually transcribed into the company’s backend database. This process of manually retyping each form into a spreadsheet or backend database can take up to 15 minutes per form! This can be a real strain on both your employees as well as your ability to make real-time data based decisions.

We all assume that filling out forms on a mobile device is faster than using paper, but how exactly?

Read below for the exact ways that GoCanvas mobile inspections will not only make your daily data collection more efficient but will also increase your business’ overall data quality.

Since inspections are so common among businesses, they are often utilized in many different ways within organizations.  Vehicle, equipment, and safety are all generic examples of how a single business could use an inspection form. So in order to help organize both your employees and their data, we created Folders.

Folders is a unique feature in that it affects both the mobile and web side of the GoCanvas platform. For example, say you create three folders on the website called “Home Inspections”, “Site Inspections”, and “Safety Inspections”. Whichever mobile forms you place in these folders will now be reflected on your user’s mobile devices. Now there will be no confusion over which form they fill out when they are completing their inspection activities. But the best part is, that the data from these forms are now organized within these folders. So all the data from the “Home Inspection” forms can now be found in the Submissions section of the website within the “Home Inspection” folder.

Have you ever worried about if your employees actually completed the inspection at the actual job site that they said they did? Worried about investing thousands of dollars into fleet or device management solutions that only solve one of your many needs?

With the GPS feature of GoCanvas, you can require that every inspection that is filled out by one of your employees is stamped with exact coordinates of where they were located while filling out the report. These coordinates cannot be modified by the employee, and can even be accompanied by a time stamp on the same page. This information can help you confirm the accuracy of the reports being turned in, as well increasing internal accountability without investing in expensive 3rd party software systems.

TOC is a feature that gives anyone filling out an inspection form the ability to quickly navigate to the section of the report that they need without having to thumb through numerous pages. This feature is great because as anyone who has ever had to fill out an inspection knows, no form is filled out in the exact same order every single time. TOC also gives your employees the flexibility of knowing what sections they have already filled out and which sections they have yet to complete. The easy to use navigation will display red or green notification alerts to let the employee know if all inspection requirements have been met or not.

With TOC, never carry around a bulky, multi-page inspection packet ever again.

With GoCanvas, you can setup similar data tables that you would see with a paper form but without the mess of trying to fill them out with a pen and clipboard.

The Grid functionality of GoCanvas allows you to setup static or dynamic tables of information for your users. This could be a table of inspection items to mark off as “Pass” or “Fails”, or it could as simple as a standard punch list of items to complete. The real beauty of the Grid feature is that within each item of your inspection, you can easily take or upload photos to attach to each item. So if an item in the table was marked as “Fail”, you could add a column for photos and simply capture an image with your device camera to attach to the report.

This integrated process of being able to capture photos and have them automatically embed into the final report will ultimately eliminate 3/4’s of the time that was previously spent by the back office compiling paper reports.

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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National Safety Month: 3 Ways to Create the Perfect Paperless JSA Report

National Safety Month: 3 Ways to Create the Perfect Paperless JSA Report

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When it comes to properly reporting and tracking safety data, there are many important processes that come into play.

One standard practice that is completed across thousands of worksites on a daily basis is a Job Safety Analysis. This procedure helps companies both large and small interconnect their health and safety principles to the tasks that their employees are completing. The JSA process, sometimes also known as a Job Hazard Analysis (JHA), is most often associated with tasks that involve the potential for injury or accident. JSAs are often modified and assigned to specific types of work processes, but ultimately the data being collected is focused on identifying and reviewing all the necessary steps to ensure safe work procedures are met before any job is performed.

With the good that comes from the Job Safety Analysis process, also comes the bad. When a JSA is filled out on a piece of paper like it is done within many companies today, the data that is collected is only as good as how it was captured and when it was turned in.  But what does this really mean?

The basic premise of filling out a JSA is to capture the basic steps of a job or task, the potential risks of performing it, and the actions that can be taken to mitigate the potential danger as well as increase safety. The problem with filling out a JSA on a piece of paper is that the process begins to take on the negative attributes of paper data collection.

The functionality that is missing from a paper-based process and makes it so inefficient includes:

  • No advanced data collection fields including Photos, GPS, Integrated Drop-Down Menus, Time Stamps, and more
  • No automated review or approval workflow functionality
  • No real-time data reporting or storage in your backend database systems
  • No data field requirements to ensure fully completed JSA reports

As you can see from the list above, paper JSAs are likely only being half as effective as they should. With a mobile form platform like GoCanvas, you can transform your JSA or JHA process into something that runs in real-time and collects data that includes dynamic info like site photos and GPS stamps. The data that your field personnel collects with GoCanvas instantly becomes actionable data that you can use to make decisions, instead of having to wait hours or days to receive paper-based forms.

The ability to make proactive decisions about safety is often the difference between an accident being prevented versus it actually happening.

The process of getting started with your own mobile JSAs for your various worksite projects is not difficult at all!

Our Application Store is a great resource to get started. With over 23,000+ pre-built mobile form templates including JSAs and JHAs, you’ll be sure to find something you can download into your account and start using right away! These templates can even be edited to fit better into your current process using the GoCanvas App Builder.

JSA Mobile Apps

Another great option for you is to take a picture of the paper JSA or JHA that you use today and we will convert it into a mobile form for free! Simply click here to upload a photo or a copy of your JSA and we will have it converted within 24 – 48 hours! That means that you’ll be able to start seeing the benefits of a mobile JSA versus a paper form within just a day!

Convert paper form to mobile form

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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A electrician inspecting equipment.

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Feature Focus: Create, Assign & Manage Tasks More Efficiently with Dispatch Calendar

Feature Focus: Create, Assign & Manage Tasks More Efficiently with Dispatch Calendar

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In many businesses today, the daily organization and management of a mobile workforce can be extremely time-consuming.  It often involves the creation of complex spreadsheets and/or using of multiple calendars in order to accurately track assignments. The organization of these tasks can easily take 1-2 hours per day and result in the office staff having to work overtime in order to ensure the proper completion of every activity.  In addition, Office Dispatchers often have to deal with manual processes including: 

  • The creation, printing, and distribution of daily dispatch schedules
  • Call, texting, or emailing of tasks to field employees
  • Creation of spreadsheets and reports to measure productivity

Does this kind of inefficiency sound familiar within your company? If so, you need Dispatch Calendar!

With the release of the brand-new Dispatch Calendar, GoCanvas users now have the ability to quickly create, manage, and assign 100’s of weekly tasks from a single screen. There is no more navigating between different screens, software programs or employee calendars; Dispatch Calendar conveniently places every task right at your fingertips. 

When evaluating whether your company should implement Dispatch Calendar, you should first take a look at how you process and assign daily tasks today.

Dispatch Calendar Animation

Does your office staff have to manually write out the details of daily or weekly appointments? Do they have to reproduce these details across various systems? Do you have to wait until the end of the day or week to receive reports and view whether or not all appointments and tasks have been completed?

If you answered “YES” to any of the above questions, then Dispatch Calendar is a feature that could have a major impact on the daily productivity of your business. It is as simple as using Google Calendar but with the additional benefits that come with using a mobile data collection platform. You are now able to easily manage a single calendar of all your employees’ tasks that connects to both your data collection solution (GoCanvas) as well as their personal calendar programs (Gmail, Outlook, etc). 

This is also a feature that can work across various use cases and is not just for those who already utilize dispatching software.  Additional industries that could benefit from this feature include:

  • Field Service – Electricians, Plumbers, HVAC technicians
  • Moving / Shipping / Logistics
  • Inspection
  • General Contracting
  • And more!

It is super simple to enable Dispatch Calendar for your GoCanvas account!

Anyone on a GoCanvas free trial will instantly have access to the feature and simply needs to navigate to the “Dispatch/Workflow” section of their account. By simply clicking “Enable” on the banner, the old GoCanvas Dispatch tool will be transformed into the more intuitive, Google-like Dispatch Calendar.  An example of the banner message you will see is below. 

For paid GoCanvas subscribers, the process works the same way. If you’re a current GoCanvas subscriber on the Professional subscription plan, this feature is readily available and can be enabled the same way. If you are not on the Profession Plan, but would still like to try out Dispatch Calendar.

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.

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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.

Connect with an Expert Today.

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

How Checklists Can Boost the Performance of Retail Businesses

How Checklists Can Boost the Performance of Retail Businesses

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The retail industry is much more complex then it seems to the outside world. The ability to efficiently manage a mid to large scale retail business in today’s marketplace is almost impossible if you don’t have the right tools. Luckily for business owners in this industry, the current tech boom has led to a variety of tools and platforms that allow for the quick collection and analysis of data in mere seconds. 

So what’s the problem?

Many retail business find themselves in situations where they either can’t afford to invest in high priced pieces of software, have staff that don’t embrace mobile technology, or are afraid of changing their internal processes after decades of doing things a certain way. A combination of all three of these factors is usually why a retail business will recognize that things aren’t running as efficiently as it should be, but don’t do anything about it. 

The key to truely embracing technology within your business is to select a platform that compliments and enhances what you are doing today. 

Canvas mobile checklist

In the Retail Industry, this means selecting a platform that helps increase your daily visibilty into the operations of your business. By selecting a solution that helps reduce the time you spend walking around checking up on things or waiting on reports to be generated, you are instantly recouping hundreds of hours every month that can be refocused on other areas of your business that need improvement.

Also, what would happen if you were able to receive a real-time report after every failed checklist? It would mean that issues would no longer go unnoticed or unresolved for days, weeks, or even months at a time. A single small issue doesn’t snowball into many big issues. And with real-time data reporting, you are able to make proactive decisions within your retail business that can have a huge impact on your employees’ productivity. 

The easist, most efficient way to get started with technology in your retail business is to analyze the different parts of your organization and identify which are most involved in data collection. The reason being is that these areas involve the most paperwork and employee time, and are most likely to be dramatically affected if a mobile data collection solution is implemented. That is why implementing mobile checklists with GoCanvas is one of the most popular ways for retail businesses to go paperless. 

GoCanvas offers a variety of mobile retail checklists that cover everything from retail store audits, cleaning checklists, daily store opening/closing checklists, and more! 

Canvas Mobile checklists

The best part about implementing the GoCanvas platform to your retail employees is that there is no IT involved,  zero coding, and is something easy for you to manage on a daily basis. When your business uses GoCanvas, it instantly allows you to convert your outdated paper processes into mobile checklists. This eliminates the need for all manual reporting on the backend since all the data collected with GoCanvas is instantly uploaded to the cloud and available for review. And since all reports can be sent to you in real-time, business decisions can be made immediately and without hesitation. 

Additional benefits and features for retail businesses include:

  • Field requirements to ensure that employees always complete their checklists
  • GPS and Image Capture allow employees to create incredibly detailed reports
  • Dropdown lists and checkboxes allow for the quick capture of accurate information
  • Schedule, assign, and manage 100’s of tasks with the Dispatch Calendar
  • GoCanvas Workflow allows for the creation of custom report approvals from employee to supervisor
  • And much more!

Mobile checklists aren’t the only form that will help improve your efficiency. Check out the basic order form app today!

Interested in learning more on how GoCanvas can give your retail business an edge in the marketplace? Click the button below!

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.

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.

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.

Connect with an Expert Today.

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

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