4 Mobile Forms Every Field Service Company Should Have

4 Mobile Forms Every Field Service Company Should Have

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Construction Truck with people

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

So how do mobile forms come into play? Efficiency!

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

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

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

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

Workers Dispatching information

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

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

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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 Things I Learned at the World’s Largest HVAC Expo

3 Things I Learned at the World’s Largest HVAC Expo

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The Las Vegas Convention Center was buzzing with excitement as the 2017 AHR Expo opened its doors Monday morning. With 2,000+ exhibitors and 100’s of free seminars, it was almost overwhelming the amount of knowledge being crammed into one building. 

Working for GoCanvas, a company whose goal is to automate how work is done, our mission at the expo was to identify the movement of the industry and the ways that we could better incorporate our platform to further increase efficiency for our current and existing HVAC mobile app customers.

Key highlights from our two days at the 2017 AHR Expo:

This was one of the major themes observed in the various seminars. Businesses are looking for a way to leverage technology as a means to better manage their facilities and the expensive HVAC equipment within them. Many of the new products coming onto the market – whether they be boilers, chillers, blowers, pumps – are all coming equipped with Wi-Fi enabled sensors that can “talk” to technicians and let them know when an issue occurs or is no longer working at peak performance. This type of technology allows for facility managers to be more pro-active about the servicing of their HVAC equipment and ensuring that small issues don’t snowball and cause a drop in performance.

Below is an example of what Mitsubishi has brought to the HVAC market. Their smart heat pump allows for facility managers of large or small buildings to instantly view, control, and manage heating/cooling needs for various units – all from their phone. They can even set minimum and maximum temperatures for each room or unit, and the heat pump will auto-adjust to fit those parameters if exceeded. This is just one example of how technology is increasing automation within HVAC, and in particular, facility management.

Mobile App - Mitsubishi

One of the biggest surprises for me was seeing the mass adoption of “smart sensors” throughout the HVAC industry. The concept of the “Internet of Things” or IoT, was a major point of emphasis for both HVAC distributors as well as partners. It touches upon the idea that more companies than ever are wanting access to as much data as they can get their hands on, as fast as possible. Whether they be for pressure, humidity, temperature, etc — companies want access to this data in real-time without having to manually measure it themselves. The ability to make informed decisions such as “We need to fix or replace part XYZ immediately because we’re not hitting the minimum performance standards” can save a company thousands of dollars in energy costs on a monthly basis.

Nest Smart Thermostat

With the emergence of smart sensors and IoT, the HVAC industry is beginning to shift into the world of predictive maintenance, remote diagnostics, and much more. Enterprises like Emerson, Samsung, and Johnson Controls are causing the “tech disruption” of the old school ways of approaching HVAC. In the coming years, technicians will know immediately what is wrong, where it’s wrong, and how to fix it using the right parts. There will be significantly less productivity wasted on tracking down the source of issues with the introduction of smart sensors in HVAC.

The theme of “Big Data” was prevalent among everything at the expo, but with the rise of IoT and devices like smart sensors, how do we ensure that we use the data that we capture efficiently? It was consistently preached that the goal of implementing “smart HVAC” equipment was not that it looks cooler or can give you all the data you want instantly, but that it can substantially increase your overall productivity.

Analytics on ComputerThis is of huge importance since the U.S. finds itself in the lowest period of labor productivity growth since the 1970’s. But with sensors sending you data to your fingertips in a matter of seconds, it can be very easy for companies to become overwhelmed and not know where to focus. One speaker pointed out that “Analytics can tell us what is wrong and what we should work on, but communication actually gets things done”. This is an amazing point.

We can have all this data on what needs to be done to fix an issue, but if that data isn’t properly communicated to the right parties — in this case the HVAC or maintenance technicians — then nothing actually gets completed. For data to be valuable, it must be put in the hands of the people who can actually use it and not just sitting on a computer screen.

Keep this in mind as your company begins to explore “smart tech” for your business, whether it be HVAC or beyond. Data is great to have, but the proper communication of it is essential.  

I would highly encourage anyone who works or is connected to the HVAC industry to attend the AHR Expo in the future!

Buried Under Paperwork - Canvas

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.

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3 Reasons Why Every Electrician & Plumber Should Be Paperless in 2017

3 Reasons Why Every Electrician & Plumber Should Be Paperless in 2017

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Plumbers and electricians are not just the men and women you call when you have an issue in your home, they are the same people who get contracted on commercial construction projects in cities and suburbs all across the world.

For these larger projects that involve permits, zoning, and large contracts it’s essential that data be properly collected and stored for documentation.

Over the years as technology has progressed, so has the complexity and speed of these construction projects. Yet, when we look at how companies process, share and analyze their data on these job sites we find that they are still using the same methods from almost a half-century ago. They are still stuck using paper!

It might seem obvious, and something you have heard a MILLION times, but using paper is negatively impacting your company’s overall efficiency.

What does this mean? Take a look at some of these figures and facts:

1.) The average company spends $80 per employee annually and loses 2 hours per day just on paperwork

2.) TechRadar reports that up to 70% of business would fail within 3 weeks if their paper records were destroyed in a fire or flood.

3.) A found that 49.6% of time spent in construction is “devoted to wasteful activities” like looking for tools, errors in communication, attempting to locate forms, etc.

There are a variety of ways that mobile tools will and currently are making an impact for Plumbers and Electricians. But when we focus in, we can clearly identify 3 primary ways that mobile tools affect a business’ bottom line.

# Renewable Energy

According to the 2015 U.S. Clean Tech Leadership Index, approximately 47% of electricity generation in the United States came from renewable sources including wind and solar. Projections for 2017 and beyond have made it clear that the shift towards renewables is not a wading fade, but a systematic change.

When it comes to the services of a Plumber or Electrician, they are not immune. Understanding of the new “high-efficiency” parts and materials that are required by government regulations are now a key for being competitive in the industry and mobile apps can help! Mobile apps can assist technicians with looking up product manuals and documentation with just a scan of a barcode, finding the solution to common questions about pricing or equipment, and even help with the calculation of common service charges!


#2 Streamlined Operations

Mobile technology is great because it allows for the sharing of data in real-time without having to worry about driving or scanning the contents to the office later. A platform like GoCanvas gives Plumbers and Electricians the ability to send and receive job orders from wherever they find themselves.

Tools like Dispatch allow the office to schedule customer appointments and assign task directly to the technician’s device out in the field. Once the technician receives the notification on their smart device, he or she can read where they need to go and begin completing the ! To track the status’ of all their tasks throughout the day/week, the office can view the Dispatch Manager online and view what has or has not been completed in real-time. No more guessing or trying to track down employees to find out if something has been completed. All the information is sent directly to your GoCanvas database.

Another great example of streamlining communication is with  With any big job, Change Orders are normal but time-consuming. With GoCanvas you can send an order, have it processed, and get paid within minutes. No need to wait around for paper invoices to make their way to everyone, GoCanvas sends it to the right people in seconds.


#3 - Foster CollaborationIn today’s highly engaged business world, Electricians and Plumbers can’t afford to work in informational bunkers. They need to have the information that they collect be communicated to the right people and systems in real-time.

An example is an Electrician completing a Work Order or mobile Invoice form that requires supervisory approval before it can be completed. How can this be done faster without paper and having to drive all the way back to the office for a signature?

Simple! With GoCanvas and our Workflow functionality, the document that was completed on the technician’s device will be transmitted to the supervisor’s device for digital signature approval and then sent to the customer in real-time. The supervisor can even add comments and reject the work order back to the original Electrician if he/she feels it is incomplete in some way.

But this is not the only way that mobile apps like GoCanvas help foster collaboration. The simple act of a dispatcher being able to create, assign and track assignments to technicians in the field is another great example. Another way is the simple ability for a technician to go out to a job site, fill out a mobile document, and be able to send a PDF copy to a customer, supervisor, and the office staff before they even start their truck to go home.

This is the essences of going mobile and fostering collaboration with GoCanvas, and how on average we increase our customers’ productivity by 30%!

Electricians + Plumbers eBook

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: Import Your Database with Reference Data

Feature Focus: Import Your Database with Reference Data

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When new users ask, “what makes GoCanvas so different than paper?”, I immediately point out Reference Data. The reason is that with paper, you are always stuck in 2nd gear filling out your form. There is no faster way to manually fill out a piece of paper unless you grow a 3rd arm. With Reference Data, you are instantly putting your employees into 5th gear by giving them access to your company catalogs and database from right within your mobile forms.

Reference data is a core feature that is available for all users of the GoCanvas platform. You simply upload a .CSV(Excel) file with the information you wish to connect to your mobile form(s) and use the App Builder to connect that datasheet to the relevant data fields. After this quick update has been made, your users will be able to dynamically pick from these values when filling our their mobile form.

Getting started with Reference Data

For example, say your employee selects the value “John Doe” from a drop down field in the mobile form. By selecting “John Doe”, this will automatically populate the Address, City, State, and Zip Code fields that correspond to that specific value. Below is an example of the datasheet that would have been uploaded and connected to the mobile form.                                             

The great thing about Reference Data is that it can be applied to almost every industry and process.

  • Customer & Vendor Lists
  • Project Locations
  • Parts, Price, and Material Lists
  • County or State Tax Rates
  • Employee Names
  • Inspection Scoring

Each of the above would typically reside in an Excel sheet (like the one above), so Reference Data simply takes that data and makes it accessible through your mobile forms. No more carrying around spreadsheets or catalogs.

The first obvious benefit of using Reference Data is the time savings. Instead of having to look up and fill out multiple fields manually, you can simply just fill out a single field (usually a drop down) and have it automatically populate the rest of the form. This can easily save you 5-10 minutes per section compared to manually filling out each field.

The second benefit is data quality. When using Reference Data, you are eliminating the need for data lookup or hand typing. What this means is that since the information is being populated from a company spreadsheet, the likelihood of a misspelling or incorrect value is essentially eliminated. Therefore you no longer have to worry about things like incorrect client addresses or inaccurate service quotes since all the information is pulling directly from the corresponding spreadsheets.

The third benefit is automated scoring and reporting. Many customers use Reference Data to create inspections with simple sometimes complex) scoring based on how each user fills out the form. This is most prevalent within inspection forms where you are reviewing a number of items and need to get a final score/rating.

Reference Data allows you to assign a numerical value like “1” every time an item is marked as “Pass” and then automatically total up each item into a final score. This scoring functionality not only allows you to get instant insight as soon as one of your employees fills out an inspection, but it also saves you the time of having to manually review each form and count up their score.

With automatic scoring, reporting is made a snap. Now a manager can receive a PDF report, see if it “Passed” or “Failed”, and immediately start making corrective actions if necessary.

Overall, Reference Data is for anyone looking to cut down on mistakes, speed up data capture, and increase the quality of their data. If you are not currently using this feature, reach out to Info@gocanvas.com to learn more!

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.

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Feature Focus: The Benefits of Dispatch

Feature Focus: The Benefits of Dispatch

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This week we spotlight Dispatch, the easiest way to communicate with your field personnel without picking up a telephone.

Dispatch allows companies, big and small, to eliminate the need for time-consuming task assignment and tracking. It gives the ability to create tasks, assign them to employees, and track their completion status in real-time right from the Dispatch Dashboard on the GoCanvas website.

Dispatch is perfect for:

  • Assigning Work Orders, Inspections, and more
  • Scheduling assignments individually or in mass
  • Tracking job status & reports in real-time
  • Construction, HVAC, Retail, Energy & Utilities, Home Healthcare

The best part about the Dispatch functionality is that it connects the office with the employees who work in the field.

Office employees, those of who typically interact with the GoCanvas website, would use the Dispatch Manager to create and organize their field employees’ daily tasks. They can choose any of the mobile forms that are currently published and begin pre-filling out details for the task before it gets assigned. The types of fields within the mobile form that can be pre-filled include Text Boxes, Checkboxes, Dates, Times, Dropdowns, and more. You can even dynamically add items into “Loop” or “List Screens”, which allows for tables to be pre-filled out before they arrive to field employees.

Keep in mind, the dispatched task does NOT have to be immediately sent for completion. The “Dispatch Type”, as seen below, can be toggled to “Schedule Dispatch” and be triggered to be sent at a future date and time. This is perfect for companies that have re-occurring inspections(3,6,12-month), have the need to schedule follow-ups, or book appointments days in advance.

Learn More About Dispatch

When the office completes creating dispatches, any marked as “Immediate Dispatch” would instantly notify the assigned employee with a push notification. This immediately reduces the time it would normally take for the employee to come into the office, pick up their assignments for the day, and drive out to the first location.

Learn More About Dispatch

Once the employee receives their Dispatch(s), they are able to scroll through the details and view the pre-filled info of each report. This can include addresses, dates, times, and more. When a Dispatch has begun being filled out, the employees in the office will view the status on the Dispatch Manager online change from “Assigned” to “Received”. And once the task is fully filled out and submitted to the online database, the status will once again change from “Received” to “Completed” in real-time. These status updates give management up-to-the-minute insight into how many tasks are being completed daily, if they are on-time, and which need to be re-assigned to other employees.

Learn More About Dispatch

If you are a company looking to increase efficiency by increasing the speed of data moving from A to B, then Dispatch is definitely a feature you should consider.

Dispatch will allow your company to cut out 100’s of hours a month when it comes to task management and scheduling, and will also increase the overall visibility of data across your entire organization. This will help in the communication of daily KPI’s like job completion, as well as assist with giving instant insight into reports as soon as they are submitted.

Want to learn more? Click here!

Learn More About Dispatch

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 Types of Data Collectors

4 Types of Data Collectors

Not everyone collects information in the same way. Some people are more wordy, while other people prefer photos and calculations. Here are four types of data collectors you may have in your business.

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Text Version

4 types of data collectors – You care about what type of data you collect, but have you thought about the type of people collecting your data? Here are four types of workers you may have, and some of their particular needs.

1. The Scientist

They are: Detailed and meticulous about the facts. Thus, forget qualitative details.

Ideal for: Quantitative data and tasks requiring precision.

May need: Examples for text descriptions expected from them. A detailed explanation of how mobile apps work.

2. The storyteller

They are: Verbose, animated, and forgetful.

Ideal for: Qualitative data and working with people.

May need: Required boxes, reference data, and additional help learning new technology.

3. The hard worker

They are: Hardworking, knowledgeable, and detest busy work.

Ideal for: Fieldwork and specialized tasks.

May need: Pre-populated fields, checkboxes, and dispatch.

4. The Klutz

They are: Hardworking, always stumbling into problems. Spilling coffee and losing forms.

Ideal for: A plastic bubble.

May need: A protective case around their device.

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