Sloppy Paperwork Threatened My Business

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Sloppy Paperwork Threatened My Business

Overview:

See how skipping crucial steps in the paperwork process can lead to delays, communication issues, and jeopardize a business’ reputation. Discover how GoCanvas, with its drag-and-drop form builder and pre-built templates, can help companies build custom workflows, avoid expensive rework, and provide control over day-to-day operations.

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Improving Your Operations with Field Service Management Software

Whether you have two or 200 employees, your business’ success depends on their hard work. Passionate, motivated team players are the difference between…

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Should You Connect Field Service Management Software with QuickBooks?

Field service management software has shown to increase productivity both for employees in the field and operations teams in the office. You may be wondering how field service…

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How the Best Field Services Businesses Use Mobile Apps

Mobility and field service: the talk has been happening forever. The idea that real-time information improves customer service and boosts technician productivity is changing…

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

How Digitizing Workflows Will Transform Your Business

Man in field service industry looking at tablet using digital forms.

How Digitizing Workflows Will Transform Your Business

Digitizing your information is step one, but what you do with that information is the critical next step. Learn how workflow automation can speed up processes, improve accuracy, make data accessible in real-time, and make a difference in your organization’s bottom line.

What can you learn in this eBook?

  • How workflow automation can help guarantee checks and balances in approval processes
  • How to take advantage of richer data such as photos, GPS, and bar codes
  • How automated workflow can improve process and efficiency

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How Digital Can Transform Manufacturing

How Digital Can Transform Manufacturing

Manufacturing companies already know that technology is not a luxury — it’s necessary to stay competitive. Learn how you can boost your bottom line by switching from paper to digital and harnessing the power of data you already own. Ensure compliance, create efficiencies, improve safety, and make real-time decisions by changing how you capture your data.

What can you learn in this eBook?

  • How to streamline incident and maintenance reporting, audits, and open-issue tracking
  • How to avoid worker injuries and large fines by ensuring safety compliance
  • How your teams can make real-time decisions and create greater efficiencies

Complete the form to access your copy.

Smarter, Faster, Safer: Improving Safety Compliance with Mobile Technology

Smarter, Faster, Safer: Improving Safety Compliance with Mobile Technology

Save Hundreds of Hours and Strengthen Your Compliance

Download our new ebook and you’ll learn all about:

  • The risk paper brings to your employees’ safety and compliance
  • Strategic insight into compliance technology
  • Real-life success stories, including how one company cut their safety inspections from 2 hours to 15 minutes
  • Major misconceptions around mobile safety inspections you need to know

Complete the digital form to access your free ebook.

3 Keys to Unleashing the Power of Data Analytics in Commercial Construction

3 Keys to Unleashing the Power of Data Analytics in Commercial Construction

The digital transformation of the commercial construction industry shows no signs of letting up. The pandemic has seen to that in ways no outside force ever could. Executives say their acquisition of digital or digitally-enabled products has leapfrogged seven years.

This playbook examines the quickening pace of digital automation in the construction industry and the insights that transformation represents through real-time analytics.

Download now and start your digital transformation journey!

Save 40% of Your Time With GoCanvas

Save 40% of Your Time With GoCanvas

Overview:

Still wasting time filling out paperwork? Go digital and save an average of 40% of your weekly time on admin tasks. Experience the benefits and freedom of a paperwork-free business.

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Two people in an office looking at a tablet.

Improving Your Operations with Field Service Management Software

Whether you have two or 200 employees, your business’ success depends on their hard work. Passionate, motivated team players are the difference between…

Two people in hard hats looking off camera.

Should You Connect Field Service Management Software with QuickBooks?

Field service management software has shown to increase productivity both for employees in the field and operations teams in the office. You may be wondering how field service…

Person in safety vest smiling.

How the Best Field Services Businesses Use Mobile Apps

Mobility and field service: the talk has been happening forever. The idea that real-time information improves customer service and boosts technician productivity is changing…

Connect with an Expert Today.

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

Three Strategies to Help Mine Operators

The Key to MSHA Compliance: Three Strategies to Help Mine Operators

Learn the Secrets to Staying Safe and Productive

Whether you have a surface or underground mining business, evolving compliance is putting a larger burden of responsibility on your business than ever before. Learn how to keep your team safe and productive.

In this ebook find out answers to questions including:

  • What can you do to be ready for MSHA’s new requests and inspections?
  • What puts smaller mines at risk?
  • How do you create a culture of safety?
  • How the Best Field Service Companies Get Started with Mobile Apps

Complete the form to access your copy.

Ultimate Guide to Roof Inspection Report Templates

Ultimate Guide to Roof Inspection Report Templates

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As a roofing contractor, your business has a long list of forms that need to be completed on the job. This includes things like routine inspections, roof reports for clients, safety forms for employees, and a multitude of other related forms like work orders and estimates. 

Instead of relying on paper forms, contractors are converting these processes into digital forms to help simplify workflows for everyone involved. This article covers an overview on roof inspection reports and links to the digital templates you can find provided by GoCanvas. Using our roof inspection report software, contractors can easily manage and share documents all from one centralized platform.

A roof report is a document that records the current condition of the structures and features of a roof. For example, a residential roof report would document the condition of a sloped roof or a flat roof for a homeowner, whereas a commercial roofing report would be created for the building owner of a commercial space.

In general, a roof report is designed to document findings from the inspection process that looks for any sort of structural damage, decay, or deterioration. The report summarizes everything the client or owner needs to know about the roof at that given point in time, so they can make appropriate repairs or plan for them in the future. 

With many different types of building structures and purposes, there are naturally many different types of roof reports. What to include in your roof inspection report will depend on many factors like the type of building, type of roof, client information, and more. 

Rather than starting from scratch when writing a roof report, contractors can leverage pre-built templates and simply customize the form with any additional fields needed. Here is one example of the types of information that can be included when writing a basic roof report:

  • Basic information – Includes things like the client name, location, report #, date of the report
  • Roof notes – Includes things like estimated roof age and life expectancy, general roof condition, photos captured, and general roof condition notes
  • Roof diagram – Documents the roof type, slopes, and other important elements or parts of the roof
  • Signatures – Sign off with the roof inspector’s signature is included to make it official

The roof report sent to the owner or client is often a summary of key findings from the roof inspection. So what is included in a full roof inspection form? According to InterNACHI standards, a roof inspection should cover:

  • The roof-covering materials;
  • The gutters;
  • The downspouts;
  • The vents, flashing, skylights, chimney, and other roof penetrations; and 
  • The general structure of the roof from the readily accessible panels, doors or stairs.

The roof inspection standards from InterNACHI also note that the inspector should describe 

the type of roof-covering materials and should report as in need of correction, such as observed indications of active roof leaks. Other standards note that the inspector is not required to:

  • Walk on any roof surface.
  • Predict the service life expectancy. 
  • Inspect underground downspout diverter drainage pipes. 
  • Remove snow, ice, debris or other conditions that prohibit the observation of the roof surfaces.
  • Move insulation. 
  • Inspect antennae, satellite dishes, lightning arresters, de-icing equipment, or similar attachments.
  • Walk on any roof areas that appear, in the inspector’s opinion, to be unsafe.
  • Walk on any roof areas if doing so might, in the inspector’s opinion, cause damage. 
  • Perform a water test.
  • Warrant or certify the roof.
  • Confirm proper fastening or installation of any roof-covering material.

With digital roofing report templates, employees in the field can fill out forms on a mobile device or tablet and have the information automatically sync back to the office for reporting. Roofers and roofing inspection companies can use roofing inspection management software from GoCanvas to help speed up the inspection and maintenance process. Here are some examples of roofing forms for contractors:

  • Roof Inspection Checklist – As part of any building inspection, use this detailed checklist template provided in this mobile app to inspect and detail the condition of the roof and lead to early detection of any roof problem or damage (roof leaks).
  • Roof Inspection Report – Provides a simple way for roof inspectors to track the results of their work and note any issues found during the inspection services. Once the roof inspection form template is complete, the roofing contractor can sign off on the results and have the homeowner or building owner sign off as well.
  • Roofing Certificate of Completion – Use this app as a contractor when documenting successful completion of roofing for a building. Workers in the roofing industry can use this roof installation and repair form to generate new work completion forms once a job has been completed without having to return to the roofing company office.

Beyond roof inspections and reports, there are many other related roofing forms that can be used on the job site. Here are some other examples of how roofing contractors are using GoCanvas to streamline their operations:

  • Work orders – Managing work is simplified when using software for generating work orders, dispatching the right workers, and tracking the status of work in progress. GoCanvas helps provide the tools to improve workflows between the field and office, with easy-to-use software for managing roofing work orders.
  • Estimates and Invoices –  Another opportunity to streamline work is by digitizing your roofing estimates and client invoices. GoCanvas enables you to provide a digital customer experience with PDF reports for estimates, and digital invoices that allow you to get paid faster. You can even sync GoCanvas with your accounting system to automate processes and you can also use our software to manage employee timesheets to track hours worked on client sites.
  • Safety and Meetings – Roofing work requires working at heights and contractors need to ensure property safety protocols are followed on the job. GoCanvas can also function as a safety management system, with forms specifically designed for roofing safety. Use GoCanvas to provide fall prevention safety meetings, ensure proper PPE with checklists, and enable employees on the job to perform self inspections with checklists for fall protection equipment.

Get started with a free trial of GoCanvas to see all of the roofing contractor forms we have to offer. To learn more about the benefits of digital forms for the roofing industry, hear from Texas State Builders in the video below to see how they leverage work process software.

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

Three inspection workers on job site.

The Ultimate Guide to Quality Control Inspections

Managing a construction project is a complex and stressful process. Among other things, you have to coordinate project team members, materials, and equipment and ensure that contractors are not afflicted by the potential risks and hazards present at the construction site. That said, quality means different things to different people which is why you should…

A man using GoCanvas for the digital transformation of his workflow.

Constructions Digital Transformation

Your competition is finding faster ways to capture data and get critical insights from the field into their existing systems. In short, they’re not going bigger, they’re getting smarter. In this 15-minute broadcast on the construction industry’s digital transformation, find out why the trend is to modernize workflows – and how you can stay ahead of the curve…

A electrician inspecting equipment.

See how VIP Lighting optimized efficiency with GoCanvas

VIP Lighting is a retail lighting and electrical maintenance business that services over 10,000 retail locations all over Australia and New Zealand. Before GoCanvas, VIP Lighting had two separate systems that were impossible to integrate, leading to inefficiencies. GoCanvas made it easy to integrate their systems into single, centralized platform…

Connect with an Expert Today.

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

What is a Purchase Order Form?

What is a Purchase Order Form?

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Purchase order forms are used to record the details of a transaction between a buyer and seller. Purchase orders, often referred to as POs, are used by different types of companies for their documentation and record-keeping purposes. Purchase orders are most commonly used by companies that need to process sales, with use cases that span from the retail industry, wholesale businesses, restaurants, vendors, service providers, and more.

Like other forms of documentation, order forms are designed to include all of the relevant details of the purchase and clarify what’s included with this transaction between the buyer and seller of goods or services. Purchase orders become transactional documents when both parties sign off on the agreement of the sale.

This article covers common ways to create a purchase order form, with examples and templates from GoCanvas to help you simplify the purchase order management process for your business.

Deciding how to create a purchase order form will depend entirely on your business needs. There are many tools available that your business can leverage to create a purchase order form. Here are a few options for creating PO forms:

Paper: The most basic option is simply using a pen and paper form to fill out POs on the job. However, managing paper forms can become complicated when you have a growing business or multiple locations. To solve the challenges of paper forms, many companies are switching to digital tools to simplify and streamline their business operations. 

Word or Excel: For companies starting out in exploring digital options, many look to familiar tools like Excel, Google Sheets, or Word document templates for purchase order forms. While these tools are good for managing your own documents, they can be limited in terms of providing workflow and collaboration tools to manage and share information between multiple people in real-time.

Software and Apps: The best option for companies that need to scale their operations is to consider digital apps and software built for order form management. This category of software provides an easy-to-use system for creating and assigning purchase orders, capturing images and digital signatures, and sharing PDF files in real-time to both the seller and buyer. Going from paper forms to digital software and apps is designed to help companies provide a better service experience, collect payments faster, and maximize productivity by eliminating manual work.

No matter what format you decide on to create your purchase order, there are some common types of information to include on these forms. Here is an example of how to write a purchase order and what to include in your form:

Seller and Buyer details: When writing the purchase order, it should document the basics of the transaction between parties. Including things like the name of merchant, name of purchaser, billing addresses, and similar types of information typically need to be recorded on the PO.

Purchase Order details: When you are writing the purchase order, it should include all of the specifics relevant to the agreement. Many companies will include things like a unique PO #, the shipping terms, a description of items being purchased, the payment method and payment terms, and the date of the PO.

Calculations: A typical format of writing a purchase order will have a table or fields that are used for calculations, with quantities of items, price per item, taxes, and total amount to be billed. Many software tools for purchase order forms will also help by providing automatic calculations to ensure accurate billing every time. 

Images: While much of the purchase order form will be written in text format fields, you may want to include any relevant images that add context to the sales order. This could be branding the document with company logos or even capturing photo images of the items being sold to include along with the order form. 

Signatures: Capturing a signature may be required for the purchase order form. In that case, it can be helpful to have software or apps for PO management to sign off digitally on documents and share the final PDF report when multiple parties have signed off on the agreement.

A purchase order is like a blank canvas and writing a form can be done in whatever way makes the most sense for your business. Starting from scratch though can be difficult, which is why GoCanvas has created a wide range of purchase order templates to get you started. These digital form templates can be customized to fit any business needs, and we have different purchase orders depending on your industry or use case. Using our drag and drop form builder, creating a digital purchase order is simple and doesn’t require any advanced training or help from an IT department. 

Access the simple purchase order form app here on the GoCanvas app store or view a PDF version of the template here. 

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.

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GoCanvas Integrations: Streamline your Workflow

Integrate with over 1,000 software applications. Enhance your GoCanvas experience by syncing real-time data to one or all of your business tools.

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

Quality Control vs Quality Assurance: What Construction Companies Should Know

Quality Control vs Quality Assurance: What Construction Companies Should Know

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Any reputable company in the construction industry operates on a safety-first basis at all times. The health and safety of its employees are paramount to the company because the company is well-aware of the fact that the employees are the ones who enable the company to do what it does. They are the backbone that makes everything else possible. This makes the processes of both quality assurance and quality control essential. However, there is some confusion about what these terms mean, what the differences between the two are, and why each one is fundamental to the operation of a successful and growing business. We will cover these topics and many more right now. 

Imagine a world in which there is a one-in-ten chance that the packaged food that you purchase is expired, moldy, and could make you sick if consumed. If that is the world that we live in, then no one would purchase those foods any longer. Of course, that is not the case, and people can go about buying their packaged foods with relative assurance that they are safe. This is because of the quality control processes implemented by the various food manufacturers. Those same procedures are used in the construction industry as well to ensure that: 

  • Every project comes out the way that the customer expects
  • There is uniformity in how policies are implemented
  • The construction materials are of the highest standards of quality
  • The company can build a good reputation based on the quality of the work it has already performed
  • There aren’t complaints from customers after the project is done

Quality control is the catch-all term for the various procedures that one implements to make sure there are not any defective materials or practices being implemented at any stage of the construction project. 

It is critical to remember that while quality control is typically used to ensure uniformity at every stage of the construction project, there are some exceptions to this rule. Carnegie Mellon University points out: 

While conformance to existing design decisions is the primary focus of quality control, there are exceptions to this rule. First, unforeseen circumstances, incorrect design decisions or changes desired by an owner in the facility function may require re-evaluation of design decisions during the course of construction. While these changes may be motivated by the concern for quality, they represent occasions for re-design with all the attendant objectives and constraints.

Adaptations to the construction project may be necessary at times to provide the highest level of quality throughout the entire project. Quality control does NOT mean being completely inflexible, it just means providing the highest levels of quality throughout every stage of the process. Project managers who are able to do this will likely win more business for the firm in the future, given their attention to detail and insistence on delivering excellence to their clients. 

Quality assurance focuses more on the implementation of policies to ensure that safety is always at the forefront of all decision-making from the start. The aim of all QA processes is to try to bring a safer environment in which everyone can operate. It is challenging to be certain, but that is why the people who are brought in for this job are expertly trained on what needs to be done. 

Juran.com gives a brief explanation of what quality assurance is: 

The emphasis of quality assurance is less on the end product, and more on the processes and systems involved in creating it. For this reason, auditing is an important part of the quality assurance function–particularly quality auditing, which examines an organization’s entire quality management system (QMS).

In the construction industry, there is nothing worse than getting towards the latter stages of a project only to discover that certain processes were missed to begin with. That can lead to the derailment of the entire project, and no one wants to see that. Thus, various methods of quality assurance have been implemented to attempt to prevent this from happening. 

There are different approaches to quality assurance that work. Companies often experiment with various approaches to the problem. The method that one takes at any given moment often comes down to what is likely to work best given the needs of the project at that time.

Putting an element of the project to the test before it is placed into the actual project. This allows people working on the project to test for themselves how the various elements of the project may stand up when put to the test. 

The idea is to put materials under some of the toughest conditions that they may face while in real-world environments, in order to see if they are strong enough to withstand what the world may throw at them. Working with materials on this scale allows for companies to test various strategies and see what works best for what they are attempting to accomplish. 

At times, companies may consider it to be in their best interests to alter the ways in which they do business. If they can change the culture around how they use and develop the materials that will go into their projects, then they can perhaps create better outcomes. Often, it all starts with a change in mindset among the employees. It is imperative to get everyone to think about the end-user of what they are attempting to build. The more that the focus stays on those people, the better the products produced (for the most part). They say that no man is an island, and no person within a construction company should feel that their role is unimportant. They all need to believe that everything that they do serves an end purpose that is vital to the company’s success. 

Think back to a time when you were in school. Draw your mind back to the days when you were assigned a group project to work on with your classmates. Perhaps you enjoyed this kind of work, or perhaps you dreaded it. Either way, you ultimately knew that getting the project done right would take teamwork, focus, and attention to detail. You could not let yourself or your teammates wander too far off track without risking a lack of progress on the project. 

Quality control and quality assurance can be thought of in that way as well. They are safeguards against letting some small aspect of a project derail the larger framework of what you are trying to accomplish. 

We actually practice quality control and quality assurance in our daily lives all the time, we just don’t necessarily think of it like that. When you take a few moments to re-read over an e-mail you are about to send, or even when you stop to think about your words before making a comment to someone, you are performing a version of quality control. You don’t want to offend anyone, and you don’t want to send something embarrassing via your e-mail address, so you take a little extra time to make sure everything is perfect before giving it the green light. When this same thing is practiced on a larger scale, we call it quality control or quality assurance. 

We should not breeze past the fact that exceptional quality control and quality assurance policies can help limit the likelihood and the damage from any potential litigation levied against the company. Companies are hit with lawsuits every day, and construction companies are frequent targets of those lawsuits. Worse yet, construction companies can be on the hook for lawsuits years after they have completed the project they were assigned to do. Thus, it can almost feel as though they have no escape from the potential for lawyers hounding them over some faulty aspect of their work. 

The only way to reduce the chances of a lawsuit being thrown at them is to ensure that the quality of the work is superb from start to finish. Quality control and quality assurance steps are necessary to act as a backstop against poor quality designs and/or work getting through. They are a protective mechanism that can help construction managers rest a little easier at night. 

The small amount of extra time that it takes to perform QC and QA steps is nothing compared to the potential for losses stemming from a lawsuit. It is necessary to run a cost-benefit analysis in these situations, and there is no doubt that the benefits of performing QC and QA steps far outweigh any cost of doing so.  

Construction managers have enough to worry about without having to take on the added stress of potentially getting sued on top of it all. Thus, the immediate implementation of concrete steps to take for both QC and QA purposes is incredibly important at this time. Companies need to have their policies firmly established and understood throughout the company, and that training process needs to begin immediately.

GoCanvas is a mobile platform that makes it simple for any business to automate how work is done, replacing outdated processes and expensive paperwork. The GoCanvas App works on all smartphones and tablets, helping companies easily collect information across their organization, share it instantly with others and gain real-time insights on their business operations. Get started today with solutions for quality control forms, quality control inspection apps, and other workflow management tools built specifically for the construction industry.

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

Three inspection workers on job site.

The Ultimate Guide to Quality Control Inspections

Managing a construction project is a complex and stressful process. Among other things, you have to coordinate project team members, materials, and equipment and ensure that contractors are not afflicted by the potential risks and hazards present at the construction site. That said, quality means different things to different people which is why you should…

A man using GoCanvas for the digital transformation of his workflow.

Constructions Digital Transformation

Your competition is finding faster ways to capture data and get critical insights from the field into their existing systems. In short, they’re not going bigger, they’re getting smarter. In this 15-minute broadcast on the construction industry’s digital transformation, find out why the trend is to modernize workflows – and how you can stay ahead of the curve…

A electrician inspecting equipment.

See how VIP Lighting optimized efficiency with GoCanvas

VIP Lighting is a retail lighting and electrical maintenance business that services over 10,000 retail locations all over Australia and New Zealand. Before GoCanvas, VIP Lighting had two separate systems that were impossible to integrate, leading to inefficiencies. GoCanvas made it easy to integrate their systems into single, centralized platform…

Connect with an Expert Today.

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

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