The Complete Guide to Digital Data Collection for Your Small Business

The Complete Guide to Digital Data Collection for Your Small Business

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Information and data: you can’t avoid these words online. Big businesses are even learning to anticipate their customers buying behavior. Information has become crucial for not only competitive advantage but also for staying relevant. Collecting information has become easier than ever with technology. All sorts of businesses need to gather data, including small businesses.

In today’s digital era, many people are moving away from paper forms—and for good reasons. Paper forms tend to be slow, bad for the environment, require redundant data entry, and are easy to damage, lose, or misfile. More than a pain, they’re hurting your business financially. PWC reports that up to 11% of paper forms get misfiled or lost every year. If you lose just 5% of your invoices a year that lengthens your sales cycles, and you lose the opportunity to work with more customers or provide additional services. Paper forms also require extra data entry and storage, costing you thousands of more dollars a year in redundant work and storage costs.

Paper forms were the best solution for the 20th century. But today? They’re only holding you back.

In 2014, this race to collect information felt like a game only open to the big guys: the businesses with money and resources for data analysts and hundreds of developers. If you’re a plumber, a landscaping service, or even a daycare facility, you’re trying to keep up with the day-to-day. The algorithms and tech side of the story can seem overwhelming and unavailable to small businesses.

With digital data collection on the rise, small businesses can track their data collection with the simple use of a digital data collection device. These devices can transform your workflow and transform your small business.

If you have a mobile device and a computer, you have all the hardware you need to get started. Businesses in all sorts of fields can collect better information on smartphones and tablets. Some of the benefits include:

  • Collect more information (Photos,GPS, Signature, Calculations)
  • Share information in real-time
  • Eliminate redundant data entry
  • Validate information externally with location or time and date stamps

The mobile forms experts at GoCanvas created a FREE 80+ page guide to help you get off the ground running: The Ultimate Guide to Digitally Collecting All Types of Data for Your Small Business. Chapters include:

Helping business owners understand the full benefits of mobile, and how you can tailor it to your business needs is very important. Consumer data is important to collect. Collecting customer data through digital data collection methods like data analytics will help you better understand your target market, improve your customer service, and make more informed strategic decisions.

Discover what information you need, what to lose, and how it can grow your business. Too much data can be just as crippling as too little. Collect only the business information you need, and use it to create new opportunities, improve your workflow, and make better decisions for your small business.

Ruggedized to consumers, there’s a huge variety in devices. Ensure you get the right devices, and policy, for your business. Finding the right mobile device for your small business data collection needs is important to your success.

Bonus Chapter: Going mobile is just one way to save time and money. We’ve got tips and tricks to keep you focused and using your time wisely.

Enhance your workflows and customer experience with GoCanvas. Mobile apps and forms help you ditch the paper and transform your business workflows. Learn more about how GoCanvas can benefit your business. GoCanvas offers a variety of mobile apps and digital forms to meet your specific business needs.

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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Reducing Errors in Construction Management 

Reducing Errors in Construction Management 

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Mistakes on the construction site are costly, time-consuming, and frustrating for construction workers, construction managers, and most importantly, the customer. When a construction worker has to return to the job site to fix an error, it takes them away from other projects and potentially compromises the entire work schedule. 

In worst-case scenarios, mistakes can even lead to the cancellation of a construction project. With that in mind, we’ve put together a brief list of tips you can take to reduce common errors that occur in construction management. We’ve also answered a few commonly asked questions about error reduction in the construction industry. 

A solid quality control process can significantly reduce the number of reworks and result in higher profit margins for construction companies. When your construction crew delivers flawless craftsmanship on the first go around, the customer is happy, and you can move on to the next project. 

With that in mind, successful quality control in construction requires the following steps: 

  1. Define what it means to ‘complete’ the project and ensure the crew understands and gives input. 
  2. Implement a detailed inspection plan.
  3. Use and share checklists to ensure all crew members are on the same page. 
  4. Document problems, fix them, and notate corrections. 
  5. Learn from errors and adjust your quality control process as needed. 

Successful construction management requires buy-in and communication from the entire team, from the electricians to the concrete pourers, the roofers to the plumbers, and everyone in between. Everyone must be on the same page. With that in mind, communicate expectations, inform crewmembers of the quality control process, and allow them to provide feedback.

Lack of adequate training can result in catastrophic safety issues on the job site. The better a construction manager trains their staff, the more likely they will complete the job right the first time. Regular training helps ensure consistency and a uniform process. When everyone on the crew has the same expectations, they hold themselves accountable. 

The larger the construction project and the more crew members, the higher the chances of unavoidable mistakes. Fortunately, you can remove uncertainty and ensure accuracy in specific areas by implementing automated processes. 

GoCanvas Construction Apps help you streamline otherwise time-consuming processes like generating daily reports for work orders, change orders, time cards, job costs, etc. Further, our construction, repair, and improvement apps allow contractors, maintenance crews, and construction managers to have safety-related forms at their fingertips. 

This means less wasted time and real-time data sent where it needs to go at the push of a button–which increases productivity and reduces downtime. 

In addition to the tips listed above, there are countless other methods of reducing construction management errors. They include but are not limited to the following: 

  • Plan out work from beginning to end before you get started. 
  • Communicate project priorities and expected delivery dates. 
  • Use high-quality products and never sacrifice quality. 
  • Document mistakes (even one-offs) to identify and correct negative trends. 

Keeping track of every crew member’s hours using traditional time sheets is time consuming and likely to result in mistakes. Further, construction time tracking solutions like Excel worksheets, head counts, and honor systems are rarely adequate. In most cases, the best way to keep track of construction worker hours is to harness the power of mobile data collection apps for construction. Learn more below. 

There are many types of data collection apps for the construction industry. At GoCanvas, our mobile construction applications enable construction managers, contractors, and similar to: 

  • Create easy-to-deploy mobile forms that are customizable, simple to update, and compatible with all major mobile devices and platforms.
  • Improve the speed and accuracy of data collection efforts.
  • Quickly share information with project managers, supervisors, crew members, contractors, and similar.
  • Monitor construction sites and job hours in real-time.
  • Identify areas in need of improvement.
  • Reduce liability and risk.
  • Store your information in the secure GoCanvas cloud network.
  • And so much more.

Are you ready to improve the efficiency of your crew and get the job right– the first time? Try GoCanvas for free today – no credit card required. Roll out your first mobile forms in a matter of minutes.

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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Create Your Own QR and Bar code Scanning in GoCanvas for iOS and Android Devices

Create Your Own QR and Bar code Scanning in GoCanvas for iOS and Android Devices

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When it comes to your business, productivity is key. A QR and barcode scanning option can make life a lot easier for you and your employees by streamlining work orders, tracking inventory, and much more.

Our scanning technology has been a popular feature for many types of industries such as the construction industry, the service industry, the petroleum industry, the transportation sector, and the energy sector. Here’s how some our customers have utilized QR and barcode scanning to fulfill their business’ needs:

  • Inspections
  • Work Orders
  • Timecards
  • Daily-Weekly Reports

GoCanvas offers, for FREE, the ability to add Barcode & QR code scanning to any of your GoCanvas mobile forms. Retail, warehousing, field services, manufacturing and other businesses reap productivity benefits in using QR and barcode scanning including: 

  • Error Reduction: Scanning data is much more accurate than having users manually enter data.
  • Time Savings: Scanning dramatically reduces the time your employees spend gathering information, especially when doing inventory.
  • Elimination of Paper: GoCanvas mobile forms store all of your data in the cloud, eliminating the need for paper records.
  • Improved Customer Service: By speeding up work order and inventory processes, you can improve your customer service.

Here are the steps to add QR and barcode scanning functionality to your GoCanvas forms.

  1.  Log on to the GoCanvas website and open the forma you wish to use.
  2.  Add a QR/Barcode field to the screen within the form where you would like to use this feature.
  3.  Name the QR/Barcode field whatever you like, “Scan Barcode,”; and press the “Enter” key.
  4.  Make sure to press “publish to device” to make your changes live on your smartphone or iOS device.

The good news? Your mobile device already has a built-in barcode and QR code scanner/QR and barcode reader, which is (the camera app) so, you don’t need to download any software.

Once the desired form has the QR and barcode field(s) added, you are ready to move on to your smartphone or tablet and start using this functionality.

On your device, you will launch and log in to the GoCanvas client as usual and then launch the form you just added the QR or barcode field to. You will now see the text “Capture Barcode” below the barcode field.

Create your own mobile apps with GoCanvas!

Click the “Capture Barcode” button

  • You will now see a green square in the center of the screen.
  • Line up the product’s barcode or QR code within the square to capture.
  • The square will turn green or red (depending on the device) and the code will be captured like taking a picture. You don’t have to do anything more than line up the code within the box and wait for it to capture.
  • Once the code has been captured you will see the screen go back to your GoCanvas form and the Barcode field will be populated with the code.

You can supercharge your application by having your code pull up a product catalog, price, patient record, location history, or anything at all. Learn more about this feature and info on using QR or Barcode scanning with Reference Data.

Scan QR codes and barcodes in real-time and save the hassle of manually inputting information. The GoCanvas QR and barcode scanner functionality integrates with your existing mobile forms and applications to make data collection faster and more accurate. You can also use our code scanner for all types of QR and barcode formats for inventory management, asset tracking, timekeeping, customer check-in, and more! GoCanvas forms are available on iPhones and Android phones and our solution can be found in Google Play, Amazon, and Apple app stores. Learn more about setting up your own QR codes and barcode functionality today.

If you have any issues or need assistance setting up this or any of our features please don’t hesitate to contact us.

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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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

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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.

Automate Data Entry by Scanning Barcodes & QR Codes

Automate Data Entry by Scanning Barcodes & QR Codes

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In today’s business world, data entry is a crucial task. It’s often the first step in any process and can be very time-consuming. There are many ways to automate data entry, but one of the most efficient methods is by scanning barcodes and QR codes.

Mobile Form Barcode Field - Canvas

When building out your mobile data collection platform with GoCanvas, it’s important to understand all the ways that you’re able to streamline your existing data collection processes.

The beauty of the GoCanvas platform is that it allows you to leverage the power of the mobile devices you already own. You can now take photos, collect GPS coordinates, capture payments, and more without the need for additional 3rd party tools.

But one of the biggest overlooked features is the ability to scan barcodes and QR codes using your mobile device’s auto-focus camera.  This built-in functionality allows companies to quickly scan codes into their forms without having to manually type out 12+ characters. This scanned data can even be linked to other parts or sections of your mobile forms so that it automatically pre-populates additional data within your mobile forms using  Reference Data. We will dive more into this below.

Improve Business with QR Code and Barcode Data Entry

Do you commonly fill out lists or tables full of data? Does it normally involve typing in long names, descriptions, item codes, etc? If you answered yes to any of these questions, then QR and Barcode Scanning from GoCanvas is right for you! There are essentially two ways that the GoCanvas QR and Barcode Scanning feature works.

The first way is without connecting the QR or Barcode Scanning field to reference data and just using it as a standalone data input field. This means that you would simply scan barcodes using your device’s camera and have the numbers or text data (QR codes) populate in that specific data field within your mobile form. Simple and easy. No manual data entry is involved.

The second way would be to connect the Barcode Scanning field to Reference Data. By doing this, when a code is scanned, that data can then pre-populate other reference data-connected fields within the mobile form. This can drastically reduce data entry time for a report since all that is needed to be done is the scanning of the barcode.

A prime example would be if you were logging equipment at the end of the day. Instead of having to manually type in five lines of data for each piece of equipment, I would simply scan the item’s barcode and the matching Reference Data would auto-fill in the corresponding data fields.

Barcode Field - Scanning Barcode

Top use cases for GoCanvas QR and barcode scanning include:

  • Facility Inspections
  • Safety Equipment Checks
  • Product Merchandising
  • Item Lookup / Site Inventory
  • Transportation/Logistics – Shipping

And click here to learn how the global shipping company, Royal Cargo, saves over $144K annually by using GoCanvas mobile forms with barcode scanning.

Implementing QR and barcode scanning within your new or existing mobile forms such as IOS or Android devices is extremely easy. To get started, simply head over to the GoCanvas App Builder and begin editing the form you wish to add this feature too. On the left side of the Builder, you will see the field “Barcode” that you can add to any screen of your mobile form. Simply add this field to the section you wish to grant QR and barcode scanning abilities and you’re all set.

Your business will now start to quickly see the benefits of using QR and barcoding scanning, which include:

  • Quicker data entry
  • Increased data accuracy
  • Reduction in inventory errors
  • Improved workflow

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.

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.

How 10 Companies Used Digital Transformation to Improve Workflow with GoCanvas

How 10 Companies Used Digital Transformation to Improve Workflow with GoCanvas

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Businesses everywhere want to know how they can save time and money. Today, the internet is full of stories about how going paperless is great for business. It cuts down the cost of paper, ink, printing supplies, and the shocking cost of storage.Digitizing business processes is one way to achieve this goal—and it’s something that more and more companies are doing. Here are 10 use cases about businesses that have undergone digital transformations to improve their workflows with GoCanvas:

The Austin Company, a US-based international firm, offers architectural, engineering, design-build, and construction management services. The company has a rich history, with more than 135 years of experience in serving clients in diverse industries. Their dedication to both to safety and quality has led to rigorous inspections.

However, paper forms were making inspections go longer, creating room for human error, and making document management a pain. It also took more time for the inspections to reach the office because forms had to be mailed, returning days later.

Today, they have optimized their inspection time by having employees fill out their inspections on smartphones and tablets. Charlie Engel, Austin’s Director of QA/QC, finds inspections today taking only 15 minutes. By implementing paperless solutions, inspectors spend less time on forms, and more time creating lasting projects.

Sabi Sand Wildtuin is a private game reserve in South Africa. Like many other reserves and national parks, they have struggled with illegal rhino poaching. In 2013 1,004 rhinos were illegally killed. As demand for rhino horn rises in South Asia, it’s become harder and harder to protect these endangered animals.

Sabi Sand was trying to track rhino poaching on their reserves. However, using a clipboard, pen, and paper was causing additional problems. It was difficult to map out where poaching was occurring, time-consuming to transfer to their database, and too slow to match the poachers’ attacks on their reserve.

Sabi Sand became part of the GoCanvas Ante-Up program, where GoCanvas donates our product to non-profits. We gave Sabi Sand 17 Android devices and a free GoCanvas subscription to help their paperless transition. Today, they can easily capture photos and document the location where they find poacher’s tracks as well as where the rhinos are being killed with the help of one digital technology database. With all the documentation available immediately in the cloud, Sabi Sand can see where there are weak points in their reserve and how to protect their rhino population that same day.

Newcastle-based Plumbing Doctors were finding administrative complications with paper. They were scheduling jobs for their 11 plumbers. While some jobs were scheduled in advance, emergencies would also come up, requiring immediate attention. On top of that, each job required four different forms to be filled out. Not only did this document management process make each job take longer, but it also required more work back at the office.

The Plumbing Doctor’s team has ditched paper for a more effective digital transformation strategy, mobile apps. They focus on responding to emergencies and growing their business instead of paperwork. As a result, their team has been more efficient,and they’ve found real cost savings as well. “We’ve saved around $40,000 on employing an admin officer.” Managing Director Joe Evers said, “We control our business with only three full-time office staff which is unheard of in the industry.”

Smile Bright Dental is a dental practice in an outer suburb of Brisbane, Australia. Looking to not only cut their carbon footprint but also their costs, they looked for a mobile app to help take down client information, and skip paper entirely.

They found GoCanvas, “it was extremely easy to set up all the forms” Stacey Sinclair, Office Manager of Smile Bright Dental said. Any updates as well are easy to share with the entire office. “It automatically syncs with all of the iPads in the practice so everyone in the practice is using the exact same forms.” Stacey said.

Going paperless has also allowed them to improve business operations and enhance the customer experience in new ways. When they had a rise in Korean patients, they were able to create forms in both English and Korean. Now patients don’t have to struggle to understand consent forms or medical history questionnaires. Not only has this put their patients at ease, but ensured more accurate information to help their clients in the long run.

Fire & Safety Commodities has been serving New Orleans since 1979. They install 22 new fire suppression systems each month for local restaurants and auto repair shops. They also provide fire inspection services to ensure that equipment is operating properly and will perform as required in an emergency.

Fire inspections can take a long time if you’re doing them on paper. They are also prone to errors, illegible handwriting, blank fields, damage, and can easily be lost altogether in the filing cabinets. These errors were costing Fire & Safety time away from customers.

By going paperless and investing in new technologies, they were able to speed up inspections in real time and make them more accurate. With checkboxes and drop-down lists, an inspector can move quickly through an inspection. Pictures can be inserted as necessary along with electronic signatures. An iPhone takes up a lot less space than a big clipboard filled with blank forms.

Afterward, the completed inspections are sent automatically back to the office via a PDF document attached to an email. Clients can be invoiced sooner and payment is collected sooner. Today, Fire & Safety are not only freed from paperwork but also to spend more time doing what they do best: preventing fires.

Cool Frog is an air conditioning company based in St. Augustine, Florida. Starting during the recession, Cool Frog wanted to use technology to keep its overhead costs low. They transformed their maintenance form into a mobile app. This switch made it easier to organize their forms with cloud computing, but also to reach out to customers.

Before, one of their most difficult marketing tasks was collecting emails. With GoCanvas they, “never had a customer refuse to give their email address.” Not only did going paperless cut overhead costs, but it also solved their marketing issue as well!

Triumvirate Environmental is a leading provider of waste management, field services, and technical services to a variety of industries in New England. They help their clients reduce waste and save money. But they found themselves struggling, their safety programs were cumbersome and not fully utilized.

The problem wasn’t their program, it was paper. Today with the help of going paperless, Triumvirate has been able to improve data analytics by deliveringfuller site audits and performing site assessments with mobile apps. They’ve set up over 200 employees with GoCanvas. More than faster audits and easier organization, Jeff Fontas at Triumvirate explains,

“Through GoCanvas, we now have a direct way of submitting and retrieving our data, parsing it, and acting on it when it provides us with new opportunities. We didn’t have that before; we were missing the narrative our forms were presenting us. Today we use that narrative to guide our operation.”

Sonoma Valley Pool and Spa offers premium pool services and repairs to the heart of America’s wine country: Sonoma, California. Each weekly visit requires chemical testing and maintenance of the pool. In the past, all of their service notifications were filled out by hand. Saul Rozema, the owner of Sonoma Valley Pool and Spa, decided that just writing this information wasn’t enough. The tags that were left could easily get lost. In addition, clients would often inquire about the services provided.

Today, Sonoma Valley Pool and Spa has moved from paper receipts to digital service tags. Saul, has found going paperless to be a huge differentiator in exceeding customer expectations. “One of my biggest selling points,” Saul said, “is the digital service tag.” His customers love getting his emails with visuals. “Some look forward to it every week.” With a mobile app, he can easily add photographs to his reports, making it easier for customers to understand work done or any repairs needed. This means less time on the phone and more time doing billable work.

Today, Sonoma Valley Pool & Spa’s paperless reputation has grown to the point of having a waiting list of eager customers! “We’re not even in the Yellow Pages anymore.” Saul said, “It’s just our reputation and our website.”

Fulmax provides pest control services in Monterrey, Mexico. With almost 600 services performed each month, Fulmax was becoming bogged down in paper. Fulmax employees tracked information such as the location of pests, what work was done, and when the work was performed, collecting this on paper.

With carbon copy triplicates, every copy became “more difficult to read and easy to lose” Gabriel Martinez, the owner of Fulmax said. This meant that customers would struggle to understand their reports. Worse, paper forms were slow, causing billing to take longer.

Fulmax ditched paper for mobile apps in January of 2013 to become more user-friendly and customer-centric. Today, their field workers get pre-populated work orders on their smartphones and tablets. No longer do they have to drive between the office and clients’ locations. His workers can do more jobs in a day and focus on the customers, while the billing office sends out paperless invoices more quickly, no longer having to transcribe forms into their database.

Like Sonoma Valley Pool and Spa, Fulmax finds being paperless a major differentiator. “We’re different here” Gabriel notes, “nobody else uses these systems.” We’ve been able to enhance customer needs, clients notice the difference immediately. No longer do they have to squint at pink or yellow forms. They receive clear and concise reports immediately in their inbox. In the end, everyone benefits!

R&R Electric Inc. is a small electrical company in Florida. They have provided commercial, and residential services for 25 years and are committed to providing great services at affordable prices.

Regardless of the excellent service, paper forms were costing their business both time and money. Work and service orders took weeks to return to the office, extending their sales cycle. They found themselves having to remember information from memory, or spend extra time chasing down forms in their system.

R&R Electric Inc. saw the benefits of digital transformation initiatives and transitioning to paperless solutions. Their technicians began filling out work and service orders on iPads. Instead of days or weeks before forms returned, all of their forms were made available immediately in the cloud. They can now email customers work orders right after the work is finished.

Filling out forms has also become faster for their technicians. They now use reference data analytics to pre-populate value lists, making it faster to fill out. They also set up formulas inside the app. Now the technicians simply enter the work done, and the app calculates the job’s price. Not only is it faster, but it has reduced errors in job pricing. While initially skeptical, R&R Electric Inc. are believers in paperless business. “It’s the only way to go!” Roger Wortman of R&R Electric Inc. said, “It takes very little time to implement and makes the business far more efficient.”

All of these case studies are perfect examples of digital transformation and what it can do for your business. Creating a digital transformation roadmap will propel your business goals. The automation of business processes and workflows will save time, reduce costs, and enhance the customer journey. All while freeing up your team members to focus on developing your product or service.These are just some of the many companies saving thousands of dollars this year by switching to mobile apps.Sign up for GoCanvas free today.

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.

5 Best Practices for Small Business Data Collection

5 Best Practices for Small Business Data Collection

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Data collection is critical for any small business. The data you collect can help you make better decisions about your customers, your marketing strategy, and even your overall business strategy. But collecting data can be a challenge, especially for small businesses.

No matter what industry or niche you’re in, one of the things that can make or break you is how you handle data collection. There are many different types of data collection such as survey questions, demographics questionnaires, customer data, web analytics, and more. The important thing is that you have a system in place to collect this data so you can use it to improve your business.

Failing to follow the best practices for data collection can have serious consequences such as decreased customer satisfaction, lower data quality, and even legal issues. Small businesses should focus on data collection as much, if not more, than bigger businesses because they don’t have the same resources to fall back on. A big business might be ok with losing a few invoices a month and can get by losing $10,000 in potential revenue. But can you afford to?

Here are a few best practices for small businesses to follow for successful data collection:

There are many different methods of data collection, but the most important thing is to have a process in place. Whether you’re just getting started with your data collection efforts or refocusing them, this process should be repeatable and scale-able so that as you grow, you’re not having to reinvent the wheel each month.

There are many aspects to consider when creating your process for data collection such as:

  • How will you collect the data?
  • Who will be responsible for collecting the data?
  • When will the data be collected?
  • How often will the data be collected?
  • What format will the data be collected in?

Avoiding time-consuming and costly mistakes is essential for small businesses. Defining the data set you need and how you will collect it from the outset will help save time and money down the line.

Data integrity is essential for small businesses. This means that the data you collect needs to be accurate and consistent. There are a few ways to ensure this:

  • Use the same method of data collection each time: This could be surveys, customer feedback forms, web analytics, or something else.
  • Create a data dictionary: This is a reference tool that defines all of the data points you’re collecting and how they should be used. This is especially helpful if you have multiple team members responsible for data collection.
  • Use templates: Templates help to ensure that the data is collected in a consistent format. This makes it easier to analyze and use later on.

Stick to a time frame: Timing is everything when it comes to data collection. Make sure you’re collecting data at the same time each day, week, or month. This will help you spot trends over time.

Being consistent with your data collection methods is crucial so you can track efforts over time and have the ability to make business decisions based on insights you’re discovering.

It is important for small businesses to collect data and have a secure place to store it. You are probably collecting various types of information from your customers, partners, and employees, in addition to the data you track about your own business. Make sure you’re storing this securely. At GoCanvas, we help our clients store their data securely in the cloud, so there’s no need to worry about file cabinets or physical storage space.

Another best practice for small business data collection is to make it as simple as possible for your workforce and/or your customers to get you the information you’re looking for. No one wants to fill out a 20-question survey, so try to keep things short and sweet. You can also use incentives to encourage participation in surveys or feedback forms.

Instead of asking people to fill out any paper forms at all, why not use online surveys to collect this information? You’ll get your raw data back in real-time quickly and securely, and you won’t have to deal with terrible handwriting, torn pages, or completely lost forms. Watch this video about how GoCanvas can help you go paperless and mobile with your data collection.

As business owners, it’s important to set time aside to take a step back and evaluate your data collection efforts, as well as the data itself. Ask yourself what’s working and what’s not working in your data collection process. Analytics is one way to gain insight into what is working in your data and what is not.

By using the latest features and technologies (signature capture, integrations, GPS recording, barcode scanning, calculations, etc.) you can improve the quality of your data and make sure it is high-quality.

You might also find that one element of your data collection process is holding you back. Tightening the sales cycle in a small business is incredibly important for growth and sustainability.

Now you can easily modernize the way you are collecting data for your small business. Whether you are looking to improve your data handling processes or advance reporting, we hope you consider using GoCanvas as your data collection tool. Sign up for GoCanvas free and give our platform a try today!

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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The Importance of Accurate Construction Estimates for Your Job Site

The Importance of Accurate Construction Estimates for Your Job Site

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As with any type of estimate, a construction estimate must take into account the specific needs of the project at hand. Several elements must be considered when putting together a construction estimate, including:

  1. The scope of work: This refers to the overall size and scope of the project, as well as any special considerations that need to be taken into account.
  2. The schedule: This includes the timeline for the project, as well as any milestones that need to be met. Making sure project management is a part of your process is very important. 
  3. The budget and direct cost: This is perhaps the most important element of the project estimate, as it will determine how much money needs to be set aside for the cost of construction.
  4. The risks: There are always risks associated with any construction project, and these need to be taken into account when estimating the costs.
  5. The resources: This includes both the materials construction professionals will need for the project, as well as the labor required to complete it.

By taking all of these elements into account, you can be sure that your construction estimate is as accurate as possible.

Taking the time to prepare thorough and accurate cost estimates is  critical. Estimates involve a number of variables and aren’t easy to calculate. The process can be complicated and time-consuming.

However, taking the time to prepare a thorough and accurate estimate is critical. An estimate that is too high will make your bid less competitive, while estimating too low can take a toll on your profits and the growth of your business.

There are many common errors that can occur in the construction industry, such as:

  1. There are many common errors that can occur in the construction industry, such as:
  • Topography, and whether grading or drainage is an issue
  • The design phase and the integration of design development of the project
  • Whether existing structures have to be demolished or removed from the premises
  • Proximity to supply centers and sources of labor
  • Access to the site, and whether the roads/access routes can handle heavy vehicle traffic
  1. Overlooking less-obvious costs: Indirect costs and overhead costs like permits, cost of database, unit cost, change orders, and inspection fees are frequently left out of estimates, and these can add up to thousands of dollars. There are also less-obvious project costs like material costs for  temporary power, dumpsters, and site prep. Even forgetting to add tax to your materials estimate can cost you plenty. Your best bet to avoid commonly overlooked costs is a good construction checklist and detailed plans and specifications. These are available as paper forms, but mobile apps make construction estimating more accurate and efficient. Some mobile job estimators, for instance, will do the math for you, so you don’t have to tally countless rows of services and materials — and risk leaving off something important. And unlike complicated estimating tools that you have to purchase and install on your computer, apps are much less expensive and easier to get up and running, and ideal for reluctant and savvy technology users alike.
  2. Job site surprises: Even if you visit the project site beforehand, some surprises are bound to crop up. Sometimes water or insect damage or structural issues aren’t apparent until you’ve started the job. While there’s no way to totally avoid these unwelcome surprises, your construction bid should include both the probable scope of work as well as a reasonable pricing structure for the unknown portions — for example: X dollars for each linear foot of floor joist that needs replacement, or X dollars to install a sump pump if conditions require one. The idea is to list specific prices for specific conditions rather than having an open-ended time-and-materials contract.
  3. Underestimating labor costs: Labor rates are one of the most difficult costs to estimate. For one thing, you need to consider not only how many labor hours and workers the job requires, but also the workers’ experience and whether subcontractors or other construction management will be needed. And, since hourly rates for construction workers vary throughout the country, you’ll need to verify current wage rates and fringe benefits for the building trades involved through local union offices, other contractors, supply yards, and other reliable sources. Don’t forget to include possible overtime rates.
  4. Not checking your numbers: Even if you’re sure you’ve got the right rates, measurements, taxes, etc., you should check and double-check your numbers before submitting your estimate. Common mistakes in this area include:
  • Math errors. Again, mobile construction apps can lower your risk of making a mistake. At the very least, use a calculator or have the calculations checked by another person.
  • Measurement errors. Taking the wrong measurements and dimensions from plans, drawings, and specs results in corresponding mistakes in the cost of materials. Consider using an app to calculate measurements, and have another person check your work.
  • Using incorrect units of measure (for example, square feet instead of square yards) can result in substantial cost increases or decreases.

Technologies like mobile construction apps can assist in the construction cost estimating process by tracking the description of work and doing the calculations for you, among other things. GoCanvas can help propel your construction business with the help of our mobile tools.

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 Ways to Achieve OSHA Safety Compliance with GoCanvas

3 Ways to Achieve OSHA Safety Compliance with GoCanvas

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In July 2018, the Occupational Safety and Health Administration (OSHA) announced that they will require a digital submission of their Summary OSHA 300A Log (Yearly Summary of all Illness and Injury Reports). Failing to meet this requirement could result in a massive fine of up to $14,052.

This means that businesses across the US will need to start compiling all of their OSHA 300 and OSHA 301 (Illness and Injury Reports) records into a digital copy of a Summary OSHA 300A Log. There are a few ways that OSHA will be accepting the Form 300A Summary Log which include, webform, CSV import, or a transmitted version through a complex API.

GoCanvas streamlines this process making it so submitting the OSHA 300A form is as simple as pressing a button.

In the GoCanvas Application Store, you can easily find and download all of your industries’ OSHA safety documents into your GoCanvas account. This includes the OSHA 300, OSHA 301, and OSHA 300A log. Once you’ve added these apps to your library, you can easily organize and dispatch them to whoever would need access to filling out these reports in the field

But wait it gets better…

The GoCanvas team has developed an integrated solution that enables your employees to simply fill out either the OSHA 300 or OSHA 301 form (whichever is relevant to their situation) and have the information automatically flow into a digital copy of the OSHA 300A Log. In other words, this means there will be no copying or manual transfer that will have to occur on the back end. When it is time to submit your Summary OSHA 300A Log, all you’ll have to do is download the information as a CSV, and instantly upload it to the OSHA web portal for hassle-free filing!

This substantially eliminates human errors in data transfer and saves the HR folks time, stress, and even money.

In the past five years, is there a chance one of your OSHA 300 or OSHA 301 forms has been misplaced or thrown away? This mistake also could equate to a fine of over $12,000 on top of a potential lawsuit. OSHA requires all report records to be saved and stored for a minimum of 5 years.

GoCanvas gives companies unlimited storage for the lifetime of the account. Each record can be easily retrieved and reviewed in real-time. Since all of the information is stored in one place, OSHA audits and performance reviews will be simple as pie. But the best part is, that you’ll finally be receiving and viewing data in real-time, which allows for proactive decisions to be made within your business. This will ultimately help you to track down and eliminate inefficiencies within your operations.

We understand that the OSHA 300 and OSHA 301 forms aren’t the only safety forms your company fills out. For most businesses, there are many preventative measures and steps taken to reduce the risk of injuries from happening in the first place. With GoCanvas we offer a platform that can help you manage ALL of your other safety forms such as:

The best part is that you aren’t limited to the number of forms, submissions, or data within your account. This allows you to create a robust, OSHA compliant safety program that won’t break your budget.

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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How to Manage Remote Sales–And Shorten the Sales Cycle

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How to Manage Remote Sales and Shorten the Sales Cycle

Discover how in our free guide

What’s in this guide?

Whether you have a few folks or hundreds of employees working on the road, managing your remote team for the best work and receiving insight on their work isn’t easy. Learn how to boost your team’s productivity.

In this ebook get the answers to questions including:

  • What are the roadblocks for most companies’ sale cycles?
  • How do companies successfully innovate the sales cycle to stay productive?
  • What are examples of ways to manage employees with mobile apps?
  • How do you gain real benefits from implementing new sales tools?

Complete the form to access your copy.

Connect Transit Saves 60 Hours a Week in Productivity

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How Connect Transit Saves 60 Hours a Week in Productivity

Connect Transit Logo

Overview 

Connect Transit is a public transportation entity located in central Illinois. They serve a community of over 150,000 people with a fleet of 50 buses that run daily. With that many people to service and a large number of buses, there was a ton of paperwork to keep track of in order to ensure operations were moving smoothly.

The Problem

Dave White, the Safety and Training Director at Connect Transit, knew there had to be an easier way to collect all of this data. Their paper forms were clearly costing them time and money. When Dave began his search for a paperless solution he looked into fill-able PDFs and creating his own forms in Microsoft Office, but then he thought, “There has to be an easier way to do this than inventing a bunch of stuff from scratch.” That’s when he stumbled upon GoCanvas.

“There has to be an easier way to do this than inventing a bunch of stuff from scratch.”

Dave White, Safety and Training Director of Connect Transit

Before GoCanvas, Connect Transit was using all paper forms, as they had a “old school mentality” that everything had to be written down. They would print hundreds of copies in house, costing them money on ink, toner, and paper, as well as causing wear and tear on their equipment. They also had forms being printed out of house that were extremely expensive since they were triplicate and duplicate copy forms. Dave said they were “drowning in paper.”

With piles of paper came the need for more storage space. Boxes of paper were being stored anywhere they could find space including storage rooms and on pallets in the garage where the buses were parked. Paperwork and the storage issues also made it impossible to go back and dig up old records when needed. Connect Transit came to realization that it was time to transform their processes and go digital.

The Solution: Going Digital with GoCanvas

Connect Transit started their GoCanvas journey by rolling out the platform to just a few employees to get buy in. Eventually their General Manager was on board with GoCanvas, and employees were asking when it was going to be their turn to try out the application.

With GoCanvas, the company saw an immediate improvement in productivity. Pre-trip inspections are now getting done faster each morning, and are instantly being sent to whoever needs to view them. Maintenance requests are submitted more quickly, allowing there to be less of a delay in getting buses fixed. And with the ability to capture photos, they don’t have to spend time describing what the maintenance issues might be. In the past two years with GoCanvas, Connect Transit has tracked a general savings of $100,000, including an elimination of $18,000 in paper costs, as well as a recovery of 60 hours in productivity each week. Dave also mentioned, “I fully expect those numbers to increase as we grow our use of the platform.”

Connect Transit’s favorite part of GoCanvas is the ease of being able to change their forms whenever they need to without having to worry about going through a stockpile of documents. The ease with which they can build their apps is a no brainer in Dave’s opinion. The tangible savings that GoCanvas has provided has been great for Connect Transit, but they also noted that the GoCanvas support team has been an integral part of their whole journey, really allowing them to utilize the platform to its full potential.

Ready to Rethink How You Work?

GoCanvas has helped a variety of businesses across multiple industries transform their safety processes and rethink their efficiency, ultimately saving them money. Why not do the same? Reach out to one of our experts today to kickstart your process revolution.

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