Connect Transit Saves 60 Hours a Week in Productivity

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How Connect Transit Saves 60 Hours a Week in Productivity

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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.

Sloppy Paperwork Threatened My Business

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Sloppy Paperwork Threatened My Business

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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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How Digitizing Workflows Will Transform Your Business

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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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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

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

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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

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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.

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Save 40% of Your Time With GoCanvas

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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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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.

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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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