Business Operations

Storm Season Prep: Stay on Schedule with Roofing Software

Posted on by April Jones

Storm Season Prep: Stay on Schedule with Roofing Software

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When severe weather rolls in, so does the surge of roofing service calls. Hail, wind, and heavy rain can leave entire neighborhoods needing inspections, estimates, and urgent repairs all at once. For roofing contractors, that can mean a flood of job requests, tight turnarounds, and high-stress coordination between teams in the field and staff in the office.

The question is: Do you have the right systems in place to stay on top of it all?

Modern roofing software helps your business respond faster, streamline field reporting, and keep every job on track, even during the busiest storm seasons. From conducting storm damage inspections to generating real-time estimates and managing mobile work orders, digital tools give your team the visibility and flexibility to stay in control when it matters most.

Whether you’re handling five emergency repairs or 50, cloud-connected roofing solutions make it easy to scale operations without sacrificing speed, accuracy, or service quality.

Why Storm Season Demands a Smarter Workflow

Storms don’t just damage roofs; they overwhelm workflows. After a major weather event, roofing companies are often inundated with back-to-back service requests, insurance inquiries, and urgent repairs. The sudden spike in demand can stretch your team thin, strain your scheduling process, and expose the inefficiencies in your current system.

You’re not just responding to individual jobs—you’re coordinating crews, tracking inspections, submitting estimates, and trying to keep communication clear across multiple job sites, all while managing customer expectations in high-stress situations. Without the right systems in place, things can quickly fall through the cracks: Appointments get missed, paperwork piles up, and opportunities slip away.

To stay ahead during storm season, roofing businesses need tools that can adapt in real time, automate repetitive tasks, and bring order to the chaos. Roofing software becomes not just helpful but essential when companies encounter:

  • A spike in incoming calls and inspection requests
  • Delays caused by handwritten notes or manual scheduling
  • Miscommunication between field crews and office staff
  • Backlogged estimates and slow approvals
  • Missed opportunities due to outdated tracking methods

And when every job is urgent, the cracks in your system become obvious. If your crew is still relying on paper forms, spreadsheets, or disconnected software, you’re likely losing valuable time, missing key updates, and struggling to deliver fast and professional service.

That’s where software for roofing companies changes the game.

Mobile Roofing Software Keeps You Agile After the Storm

In fast-moving situations, mobility is everything. GoCanvas® roofing software gives your team the ability to assess, report, and respond directly from the job site using mobile devices—with no trips back to the office, no scanning paperwork, and no delays in updating the rest of the team.

With mobile-first tools, roofing teams can:

  • Complete on-site roofing inspections with checklists, photos, and digital signatures.
  • Automatically sync data with office systems for instant visibility.
  • Assign and track work orders from the field.
  • Access job history, customer info, and material needs from any device.
  • Streamline compliance documentation and insurance reporting.

This isn’t just convenient; it’s essential during peak demand. When your teams are equipped with tools that work wherever they are, they can complete more jobs in less time while delivering a better customer experience.

Streamline Storm Damage Inspections and Estimates

After a storm, every homeowner wants an inspection ASAP, and they expect fast answers. The pressure to respond quickly is high—but without a fast, consistent way to document findings, capture photos, and deliver accurate quotes, your team can quickly fall behind.

Manual processes like handwritten notes, delayed uploads, or phone-based estimates not only slow things down, they also increase the risk of errors and missed opportunities. Customers may turn to competitors who can provide quicker, more professional responses.

To stay competitive, your inspection and estimating process needs to be seamless, mobile, and capable of handling a high volume of requests without sacrificing accuracy or service quality. That’s where a powerful roofing estimating app gives you the edge.

Using a roofing estimating app like GoCanvas, inspectors can:

  • Capture damage photos directly from the field.
  • Automatically generate estimates with pre-set pricing fields.
  • Email quotes to customers instantly, no matter where they are.
  • Reduce rework and manual entry errors by syncing everything back to your system.

Instead of relying on handwritten notes or post-job paperwork, your entire inspection and estimating process becomes faster, cleaner, and more professional.

Manage Work Orders with Cloud-Based Roofing Software

Once estimates are approved, speed matters. Jobs need to be scheduled, materials ordered, crews dispatched, and timelines tracked. GoCanvas functions as a roof manager software solution that connects every step of your workflow in one place.

Here’s how it keeps your operation moving:

  • Work orders are automatically created from approved estimates.
  • Job assignments and updates are pushed directly to field techs.
  • Progress is tracked in real time with digital checklists and photos.
  • Office teams have full visibility into active and upcoming jobs.
  • Data is stored securely and accessible for future reference or reporting.

Because everything is synced through the cloud, there’s no lag between the field and the office. Your teams stay in sync, your paperwork stays organized, and your jobs stay on schedule even when the storm season chaos is in full swing.

Get the Competitive Edge During Storm Season

Storm season doesn’t just test your roofing skills, it tests your ability to stay organized under pressure. Companies that rely on outdated methods often get overwhelmed, while those that use integrated, mobile-friendly tools can scale quickly and serve more customers without sacrificing service quality.

With GoCanvas roofing software, you can:

  • Respond faster to storm-related service requests.
  • Standardize storm damage inspections with customizable mobile forms.
  • Deliver professional estimates in real time.
  • Keep field and office teams aligned with cloud-connected workflows.
  • Eliminate paperwork delays and reduce admin overhead.

GoCanvas is designed to scale so that you can start small with your busiest workflows and expand across crews, regions, or services as needed. Whether you’re responding to emergency roof repairs or ramping up post-storm inspections, the right tools make all the difference. Request a demo and explore how GoCanvas supports roofing teams with mobile solutions built for speed and compliance.

REQUEST A DEMO
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About GoCanvas

GoCanvas®, part of the Nemetschek Group, is an all-in-one digital solution that transforms the way businesses connect their office and field teams. Our user-friendly platforms simplify and streamline tasks like scheduling, dispatch, inspections, daily reports, work orders, and invoicing—digitizing paper processes to enhance safety and ensuring maximum compliance with industry standards.

Like a Swiss Army knife for the field, it’s versatile, reliable, and built to handle any task—letting you focus on the work that matters.

Check out even more resources

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How to Resolve Field Issues Faster with GoCanvas Follow-Ups

Resolve field issues faster with follow-ups feature image.
Posted on by April Jones

How to Resolve Field Issues Faster with GoCanvas Follow-Ups

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In field work, even small issues can snowball into big delays if they aren’t caught and handled quickly. Missed repairs, failed inspections, and incomplete work all impact timelines, budgets, and customer satisfaction.

That’s why GoCanvas® created Follow-Ups—a new feature designed to make field issue resolution faster, easier, and more organized. Whether you’re on a construction site, managing maintenance teams, or overseeing inspections, Follow-Ups gives you a better way to track, assign, and close the loop on issues before they become bigger problems.

Here’s how it works—and how it can transform your day-to-day operations.

What Are Follow-Ups in GoCanvas?

Follow-Ups are digital tasks that are automatically created based on information collected in a form.

Example:

  • A technician notes a failed inspection point during a site visit.
  • Instead of sending an email or hoping someone remembers, a Follow-Up is triggered automatically.
  • The issue is assigned to the right person, with all the details and deadlines needed to fix it fast.

Follow-Ups are directly tied to submitted forms, so everything stays organized, searchable, and trackable—no paper notes, no missed handoffs.

Want to see how? Take a quick tour below!

4 Ways Follow-Ups Help You Resolve Issues Faster

1. Instant Task Assignment

Instead of waiting for office teams to review forms and flag problems, Follow-Ups allow you to assign tasks the moment an issue is found. The right team member gets notified in real-time, reducing lag and speeding up issue resolution.

Up to 35% of a field worker’s time can be lost dealing with unplanned work due to unresolved issues. Catching problems early helps teams stay on track.

–McKinsey & Co.

2. Built-In Accountability

Every Follow-Up includes:

  • A clear issue description
  • A due date
  • An assigned team member
  • A direct link to the original form submission

This level of transparency keeps everyone aligned and accountable—with no confusion over who’s responsible or what needs to happen next.

Nearly 48% of all construction rework stems from poor communication or project data disconnects.

 –Autodesk + FMI Report

3. One Centralized View

With the Follow-Ups dashboard, you can see the status of every issue at a glance, giving you immediate insight into:

  • What’s open
  • What’s overdue
  • What’s been completed

Managers and admins can monitor workflows and manage timelines so every project stays on track.

4. Transparent Reporting for Every Follow-Up

Give customers full visibility into completed work by including Follow-Ups in your PDF reports. You can choose to include or omit Follow-Ups depending on your reporting needs.

You can download a detailed report showing:

  • The original issue
  • The assigned team member
  • Resolution step
  • Completion status

This is especially powerful when working with customers, clients, or auditors, as it creates a clear documented trail of what was reported, when action was taken, and how it was resolved.

The average direct cost of rework in U.S. construction is over $30 billion annually, with rework often costing 5–15% of a project’s total budget.

 –Construction Industry Institute + FMI Research

Use Cases: Where Follow-Ups Make a Big Difference

  • Construction: Track punch list items, safety hazards, and incomplete work.
  • Facilities management: Assign urgent repairs before they escalate.
  • Inspections: Resolve failed checkpoints faster with clear next steps.
  • Field service: Manage callbacks, warranty repairs, and return visits.

Ready to Streamline Your Field Issue Resolution?

Follow-Ups are included in your GoCanvas platform—no add-ons or complicated setups.
Start using them to catch problems early, respond faster, and keep your projects moving forward.

👉 Request a demo to see Follow-Ups in action! Already a GoCanvas customer? Learn how to get started with this step-by-step guide.

REQUEST A DEMO
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About GoCanvas

GoCanvas®, part of the Nemetschek Group, is an all-in-one digital solution that transforms the way businesses connect their office and field teams. Our user-friendly platforms simplify and streamline tasks like scheduling, dispatch, inspections, daily reports, work orders, and invoicing—digitizing paper processes to enhance safety and ensuring maximum compliance with industry standards.

Like a Swiss Army knife for the field, it’s versatile, reliable, and built to handle any task—letting you focus on the work that matters.

Check out even more resources

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

Let’s Build A Plan Together

Real-Time Field Data Entry for Google Sheets

Real-Time Field Data Entry for Google Sheets feature image
Posted on by April Jones

Real-Time Field Data Entry for Google Sheets

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Manual data re-entry is one of the biggest bottlenecks for field teams. Whether for job reports, inspections, or daily logs, collecting data on paper or separate systems leads to delays, errors, and extra admin work. For businesses already using Google Sheets to manage information, there’s a faster and more accurate way to get field data where it needs to go.

With GoCanvas®, you can connect your digital forms directly to Google Sheets, automating the flow of information from the field to your spreadsheets in real time. That means no more copying and pasting, no more chasing down paperwork, and no more waiting to make informed decisions.

Here’s how this integration works and why it’s changing the way field teams handle data entry for Google Sheets.

The Problem with Manual Data Re-entry

Manual processes don’t scale. Whether your team is filling out forms on paper or manually uploading results into spreadsheets, valuable time is lost, and mistakes are common.

Some of the biggest issues field teams face include:

  • Double data entry between field and office systems
  • Delays in receiving jobsite data
  • Inaccurate reporting from missed or misread entries
  • Limited visibility into real-time operations

When you rely on disconnected systems, simple tasks like pulling a report or sharing updates with your team become unnecessarily complicated. That’s where real-time automation makes all the difference.

How GoCanvas Connects Your Forms to Google Sheets

GoCanvas allows you to create fully customizable digital forms that work on phones or tablets in the field without any need for paper or manual uploads. With a Google Sheets integration, all submitted form data is instantly sent to your chosen spreadsheet, where it’s organized and quickly made ready to use.

Using this form-to-Google-spreadsheet workflow, you can:

  • Automatically populate sheets with real-time field submissions.
  • Eliminate copy-paste errors and retyping.
  • Organize data into the exact format your business needs.
  • Share live updates with teams, stakeholders, or clients.

Whether you’re tracking service calls, collecting inspection results, or monitoring equipment use, you can turn your GoCanvas forms into a seamless pipeline of live data feeding directly into Google Sheets.

Real-Time Visibility Without the Manual Work

The power of a GoCanvas and Google Sheets integration isn’t just about speed, it’s about having clear and accurate visibility into your operations as they happen. When data flows directly from the field to your spreadsheets, you eliminate the lag time between collection and reporting. No more waiting for end-of-day updates, digging through paper forms, or manually compiling data just to see where things stand.

Instead, every submission—be it a job completion form, safety checklist, or equipment report—automatically populates your spreadsheet the moment it’s sent. That live connection gives your entire team access to real-time insights they can instantly act on.

Here’s how that impacts every level of your business:

  • Field supervisors can monitor job progress as it happens, catch issues early, and keep crews on schedule without the back and forth.
  • Office staff can respond immediately to updates, whether that means dispatching additional resources or processing completed work orders faster.
  • Leadership and management gain a full-picture view of operations with clean, organized data that’s always current—no chasing status updates or waiting on reports.

This kind of visibility empowers your team to be more proactive, more responsive, and more aligned. You get faster reporting, stronger accountability, and more bandwidth to focus on improving operations, not managing spreadsheets or cleaning up after data delays.

With GoCanvas and Google Sheets working together, your field data becomes an always-on, real-time resource that drives smarter, faster decision-making at every level.

Built for Field Services Teams

For industries like construction, utilities, landscaping, and maintenance, field teams are constantly moving between jobsites, often working under tight deadlines and in challenging conditions. In these fast-paced environments, time spent on paperwork isn’t just inefficient—it’s a barrier to productivity and profitability.

That’s why GoCanvas is purpose-built to meet the needs of field services teams. With mobile-first digital forms and seamless Google Sheets integration, teams can collect, submit, and organize critical job data from anywhere—no Wi-Fi or office stop is required.

Instead of filling out paper forms that get lost or delayed, technicians can complete and submit reports directly from their phones or tablets. Everything from checklists and inspections to service reports and work orders can be digitized, standardized, and instantly shared.

With GoCanvas + Google Sheets, field technicians can:

  • Complete digital checklists and inspections in minutes: Reduce time spent on documentation and increase time spent getting work done.
  • Instantly send job details back to the office: Keep office staff and project managers informed in real time, without waiting for end-of-day paperwork.
  • Trigger real-time updates across shared spreadsheets: Ensure everyone from operations to leadership sees the same up-to-date information, with no manual input required.
  • Ensure clean, consistent records for every task: Standardize data collection across teams to avoid discrepancies and improve overall data quality.

Whether you’re tracking asset maintenance, jobsite progress, safety compliance, or service completion, this integration keeps your entire workflow connected—from the field to the office and beyond.

Explore how GoCanvas supports field services operations with tools designed to simplify data collection, improve visibility, and help your team perform at its best, wherever the work takes you.

Start Automating Your Data Today

If your team is already using Google Sheets to track field activity, there’s no reason to keep doing this manually. With GoCanvas, you can automate data entry for Google, reduce admin time, and get instant visibility into every part of your operation.

Explore more about GoCanvas integrations, learn how we support field services teams, and schedule a free demo to see GoCanvas in action.

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About GoCanvas

GoCanvas®, part of the Nemetschek Group, is an all-in-one digital solution that transforms the way businesses connect their office and field teams. Our user-friendly platforms simplify and streamline tasks like scheduling, dispatch, inspections, daily reports, work orders, and invoicing—digitizing paper processes to enhance safety and ensuring maximum compliance with industry standards.

Like a Swiss Army knife for the field, it’s versatile, reliable, and built to handle any task—letting you focus on the work that matters.

Check out even more resources

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Inside the GoCanvas Release: CPO Pete Schulz on Quick Start, Follow-Ups, and API Power

Posted on by April Jones

Inside the GoCanvas Spring Release: CPO Pete Schulz on Quick Start, Follow-Ups, and API Power

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We’re excited to announce that Pete Schulz, formerly VP of product, has stepped into the role of chief product officer for both GoCanvas and SiteDocs! Pete has been a driving force behind our product innovation for years—and now, as CPO, he’s setting the course for our next big chapter.

In this Q&A, Pete shares his perspective on our latest release—featuring Quick Start, Follow-Ups, and enhanced API capabilities—and how these updates represent just the beginning of new features in our approach to building and managing digital workflows.

Q&A with Pete Schulz, Chief Product Officer

Q: First off—congrats on the new role! What does stepping into the CPO position mean for you?

Pete: Thanks! It’s an exciting next step. I’ve been deeply involved with the product side of GoCanvas® for a while, and this new role gives me the opportunity to drive innovation across both GoCanvas and SiteDocs at a broader level. We’re building tools that empower field teams to work smarter and faster—and now I get to help shape that vision more holistically across both platforms. As we mentioned last July, we are now a part of Nemetschek Group, and this will allow us to accelerate innovation. We are also looking forward to integrations with some of our other brands as well. Stay tuned… 

Q: What excites you most about this spring release at GoCanvas?

Pete: This release is a big deal. We are leveraging the power of technology to bring new innovation to market that will make our customers more efficient. With Quick Start, Follow-Ups, and our upgraded API, we’re not just launching features—we’re giving our customers a better way to build, connect, and act on their field data.

Quick Start makes it easier than ever to go digital. Follow-Ups bring accountability and clarity to field issues. Our updated API opens the door to tighter, more flexible integrations. These are the kind of tools that make a real difference in everyday operations.

Q: Let’s talk about Quick Start. What problem is this solving for our users?

Pete: Time. Quick Start helps users create mobile forms in minutes by converting their existing paper forms (or PDFs) into digital forms, while keeping the original layout and branding. That’s huge for companies who want to digitize their processes without starting from scratch. There’s no learning curve, and the familiarity makes adoption easier for teams in the field.

Q: Follow-Ups seem like a powerful tool for managing jobsite issues. How do you see this changing the game for field teams?

Pete: Follow-Ups close the loop between the field and the office. A worker can flag an issue, assign it, and track progress all from one place—while the office gets visibility into what’s happening in real time. It’s a smarter way to manage open tasks, reduce miscommunication, and make sure nothing falls through the cracks.

Q: We’ve also made big strides with the GoCanvas API. What’s new here for our more technical users?

Pete: Our new API updates make it easier than ever for developers to build custom integrations that fit their workflows. We’ve improved functionality, added more robust documentation, added oAuth authentication, and provided sample calls to help teams get up and running quickly. Whether you’re pushing data into your ERP, syncing with your CRM, or triggering workflows in a third-party tool, the GoCanvas API now offers more flexibility and control.

Q: Last question—what’s your big goal as CPO for GoCanvas and SiteDocs?

Pete: My goal is simple: Build tools that make a real impact for the people who use them. Whether that’s saving time, preventing errors, working safer, or getting paid faster, I want our customers to feel like GoCanvas and SiteDocs are helping them run a smoother, smarter business. That’s what drives everything we’re building.


With Pete stepping into his new role and our spring release officially live, the future of GoCanvas is looking bright. Dive into Quick Start, Follow-Ups, and our upgraded API today.

Explore the Spring Release
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About GoCanvas

GoCanvas®, part of the Nemetschek Group, is an all-in-one digital solution that transforms the way businesses connect their office and field teams. Our user-friendly platforms simplify and streamline tasks like scheduling, dispatch, inspections, daily reports, work orders, and invoicing—digitizing paper processes to enhance safety and ensuring maximum compliance with industry standards.

Like a Swiss Army knife for the field, it’s versatile, reliable, and built to handle any task—letting you focus on the work that matters.

Check out even more resources

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See how GoCanvas can help your business streamline operations, improve efficiency, and drive results.

Book Your Demo

How Digital Tools Reduce Paper Waste in Field Work

Posted on by April Jones

How Digital Tools Reduce Paper Waste in Field Work

| | |

April is Earth Month, an opportunity to reflect on how we can contribute to a healthier planet. For businesses with field operations, one of the easiest ways to reduce environmental impact is to reduce paper waste. Many industries still rely heavily on paper forms, invoices, checklists, and reports, leading to mountains of wasted paper. But what if there was a better way?

Enter digital tools that streamline data collection, improve efficiency, and help businesses reduce their paper consumption. GoCanvas® provides a digital solution that not only improves your workflow but also supports your sustainability efforts. Let’s take a closer look at how going paperless can make a difference for your business and the planet.

The Environmental Impact of Paper Waste in Field Work

It’s no secret that paper waste is a growing concern. The environmental consequences of paper waste in field operations are significant. The average office worker uses 10,000 sheets of paper annually, contributing to massive deforestation, water usage, and pollution that increases the carbon footprint of industries relying on traditional paper methods. In industries like construction, landscaping, and field services, paper is often used for:

The production of paper consumes vast resources, and this energy-intensive process produces harmful pollutants that contribute to global warming. Every year, millions of tons of paper end up in landfills, where it contributes to pollution and environmental degradation. By switching to digital data collection, businesses can significantly reduce their environmental impact while improving efficiency.

How Digital Tools Reduce Paper Waste

1. Replace Paper Forms with Digital Forms

Reducing paper use is a simple but impactful way to contribute to sustainability. Switching to electronic documents reduces reliance on paper products and cuts down on waste. With GoCanvas, you can create custom digital forms for your specific industry needs, like conducting inspections or logging maintenance tasks. These forms can be completed on smartphones or tablets, making it easier to capture data in real time, eliminating the need for paper copies, and reducing human errors. 

2. Real-Time Syncing and Reporting

One of the key benefits of digital tools is their ability to instantly sync data across devices and teams, creating a more environmentally responsible workflow. With GoCanvas, the need for paper documents is eliminated, reducing paper waste and the time it takes to sort through faxes or a mail room full of printed documents. By going paperless, businesses can dramatically reduce pollution and lessen the strain on ecosystems. Each step toward digitizing your processes—whether it’s using a digital signature for agreements or adopting an app for field workers—contributes to saving paper and the environment, one transaction at a time.

3. Cloud Storage—No More Paper Shuffling

Storing records on paper not only takes up valuable space but also leads to lost or damaged files. With GoCanvas, all your data is securely stored in the cloud, ensuring that your information is always safe, accessible, and easy to find. Say goodbye to paper filing cabinets and the risk of losing important documents.

4. Automated Workflows

With GoCanvas, tedious paperwork and manual tasks are a thing of the past. Instead of waiting for signatures, chasing down forms, or spending hours entering data, everything flows automatically. Field workers can complete tasks on their devices—and the moment they hit submit, the data is instantly available to the office team for review and approval. This means less back and forth, fewer errors, and a whole lot less stress. By automating the little things, your team can focus on getting the job done efficiently and on time.

Celebrate Earth Month: Save Trees, Save Time, and Save Money

Field teams and operations managers can drastically cut down on paper waste by replacing traditional paperwork with digital workflows. Instead of using paper documents for inspections, work orders, or safety reports, teams can complete forms on a mobile app, ensuring real-time data capture and eliminating the risk of lost or damaged paperwork. Electronic signatures allow for instant approvals without printing contracts or agreements, while cloud storage keeps all records organized and accessible without cluttering office space. These small but impactful changes reduce unnecessary wastage of paper, simplify compliance reporting, and help businesses operate more efficiently while supporting sustainability efforts.

Let’s make Earth Month a turning point for your business. GoCanvas empowers you to reduce paper waste in just a few easy steps while improving compliance, safety, and operational efficiency. Ready to take the leap?

Request a demo today to see how digital tools can reduce paper waste.

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About GoCanvas

GoCanvas®, part of the Nemetschek Group, is an all-in-one digital solution that transforms the way businesses connect their office and field teams. Our user-friendly platforms simplify and streamline tasks like scheduling, dispatch, inspections, daily reports, work orders, and invoicing—digitizing paper processes to enhance safety and ensuring maximum compliance with industry standards.

Like a Swiss Army knife for the field, it’s versatile, reliable, and built to handle any task—letting you focus on the work that matters.

Check out even more resources

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Spring-Clean Your Workflows: How Automated Solutions Simplify Operations

Posted on by lynne salie

Spring-Clean Your Workflows:
How Automated Solutions Simplify Operations

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Spring isn’t just for deep-cleaning your home—it’s the perfect time to refresh and optimize your business processes. If your team is overwhelmed with paperwork, struggling with outdated processes, or facing communication gaps, it’s time to declutter your operations with automated workflow solutions.

Switching to digital workflow software eliminates inefficiencies, improves accuracy, and facilitates collaboration between field teams and office staff. Let’s explore how automation can streamline your workflows and set up your business for long-term success.

The Hidden Costs of Outdated Workflows

Still relying on manual processes? You may be facing challenges like:

  • Time-consuming data entry: Paper forms require manual input, leading to delays and human errors.
  • Lost or damaged documents: Physical paperwork can be misplaced, lost, or destroyed.
  • Compliance risks: Inaccurate records increase the risk of regulatory violations and fines.
  • Communication breakdowns: Field teams struggle to efficiently relay information to the office.
  • Inefficient resource allocation: Without real-time data, decision-making slows down.

These inefficiencies lead to unnecessary costs and operational bottlenecks. The good news? Digital workflow solutions provide a smarter, more efficient way to manage operations.

How Digital Solutions Transform Workflows

Modern businesses are adopting workflow automation solutions to improve efficiency and maintain compliance. Here’s how going digital can revolutionize your operations:

1. Eliminate Paperwork with Digital Workflows

While paper-based processes are prone to errors and inefficiencies, automated workflow solutions enable teams to collect, process, and instantly share data. With GoCanvas®, businesses can:

  • Capture signatures, images, and GPS data.
  • Automate form submissions and data processing.
  • Reduce administrative workload by eliminating stacks of paperwork.

2. Improve Communication with Real-Time Data Sharing

Miscommunication between field and office teams leads to costly errors. Digital workflow platforms ensure seamless, real-time data transfer, allowing teams to:

  • Respond faster to urgent tasks.
  • Improve efficiency across departments.
  • Reduce the need for back-and-forth emails and phone calls.

3. Automate Repetitive Tasks

Manual data entry and approval processes slow down productivity. With automated workflow solutions, businesses can:

  • Route reports automatically to the right departments.
  • Generate real-time reports and alerts.
  • Eliminate bottlenecks in approval processes.

4. Improve Compliance and Safety Tracking

For industries like construction, logistics, and facility management, compliance is critical. Digital tools make it easier to maintain regulatory standards with:

  • Digital safety checklists
  • Real-time compliance tracking
  • Automated OSHA reporting

5. Integrate Your Systems for Seamless Operations

Digital transformation isn’t just about adopting new tools—it’s also about ensuring they work together. Workflow automation software integrates with:

  • Accounting systems
  • Project management platforms
  • CRM tools and other business software

6. Expand Your Business with White Labeling and Embedding

Want to offer your own branded workflow solutions? White Labeling and Embedding options let businesses customize digital workflow tools under their brand to create seamless, personalized solutions for clients.

Pa(in)perwork

❌ Slow

❌ Frustrating

❌ Costly

Go Digital

Make the Switch

Implementing Workflow Automation Software

A smooth transition to workflow automation involves:

  1. Auditing current processes: Identify inefficiencies and areas for digital optimization.
  2. Choosing the right tools: Select automation solutions tailored to your needs.
  3. Training your team: Ensure employees are comfortable with digital tools.
  4. Monitoring and optimizing: Continuously evaluate and refine workflows.

Pro Tips for a Smooth Integration

  • Start small: Test automation with a pilot program before full implementation.
  • Involve your team early: Encourage adoption by involving employees in the transition.
  • Measure success: Track improvements in time savings, error reduction, and compliance rates.
  • Ensure system compatibility: Verify seamless integration with existing software.

Future-Proofing Your Workflow Automation

Automation is an ongoing process. To maximize efficiency:

  • Regularly update automation rules to align with evolving business needs.
  • Invest in employee training to ensure adoption and effective use.
  • Stay compliant with regulations by updating workflows accordingly.
  • Leverage analytics to uncover additional areas for improvement.
  • Scale automation by expanding workflows to new departments or services.

Choosing the Right Workflow Automation Tool

Not all automated workflow solutions are created equal. When selecting a tool, consider:

  • Ease of use: No-code automation options allow quick setup without IT support.
  • Integration capabilities: Ensure the tool syncs with your existing systems.
  • Scalability: Choose a solution that grows with your business.
  • Automation capabilities: Look for customizable automation features.
  • Reporting and analytics: Gain insights to optimize workflows over time.

GoCanvas integrations ensure seamless workflow automation, eliminating inefficiencies and reducing manual effort across your organization.

Real-World Workflow Automation Success Stories

Construction and Field Services

Problem: Paper-based safety checklists caused OSHA compliance delays.
Solution: Digital safety inspections enabled real-time compliance tracking.
Results: Our client reduced paperwork errors and improved response times.

Logistics and Transportation

Problem: Manual fleet inspections led to overlooked maintenance issues.
Solution: Automated maintenance tracking improved vehicle uptime.
Results: Our client reduced maintenance-related delays.

Facility Management

Problem: Disorganized service requests slowed down response times.
Solution: Automated task management instantly assigned work orders.
Results: Our client enjoyed faster response times and reduced downtime.

Partner with GoCanvas for Smarter Workflows

Spring is the perfect time to refresh and optimize your business workflows. Say goodbye to paperwork, reduce inefficiencies, and partner with GoCanvas. Our automated workflow solutions help businesses improve compliance, streamline operations, and improve productivity. Request a demo today!

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About GoCanvas

GoCanvas® is on a mission to simplify inspections and maximize compliance. Our intuitive platform takes care of the administrative tasks, freeing our customers to focus on what truly matters – safeguarding their people, protecting their equipment, and delivering exceptional quality to their customers. 

Since 2008, thousands of companies have chosen GoCanvas as their go-to partner for seamless field operations.

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GoCanvas Integration with QuickBooks for Field Workers

Posted on by April Jones

GoCanvas Integration with QuickBooks for Field Workers

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Simplifying Financial Management with QuickBooks for Field Workers

Managing finances is a crucial yet complex task for field service businesses. Manually tracking invoices, payroll, job expenses, and project costs can lead to inefficiencies, errors, and financial losses. That’s why many companies rely on QuickBooks—an accounting solution designed to streamline bookkeeping, payroll, and expense tracking.

But what if financial management could be even more seamless? Thanks to the GoCanvas® integration with QuickBooks, field teams can sync real-time jobsite data with accounting software, eliminating paperwork and manual data entry while ensuring financial accuracy.

Why Field Service Businesses Use QuickBooks for Accounting

Accounting needs in field service industries differ from other businesses. Teams must track expenses and sales, manage time and payroll, process invoices accurately, and ensure profitability per project. QuickBooks—especially QuickBooks Enterprise and QuickBooks Online Advanced—offers specialized features tailored to these needs.

Key Features of QuickBooks for Field Service Accounting

  • Automated invoicing: Generate and send invoices instantly.
  • Payroll management: Process payroll, calculate overtime, and track union rates.
  • Job cost tracking: Monitor labor and material costs to maintain profitability.
  • Custom financial reporting: Gain insights into profits and expenses to inform better decision-making.
  • Cloud access: Work from anywhere with real-time financial updates.
  • Industry-specific tools: QuickBooks’ contractor edition includes job costing and specialized reporting.
  • Seamless integrations: QuickBooks works with field service apps like GoCanvas to capture jobsite data.

However, even the best accounting software needs accurate, real-time data from the field to be truly effective. That’s where GoCanvas comes in.

How GoCanvas Improves QuickBooks for Field Service Businesses

While QuickBooks helps businesses manage finances, GoCanvas provides the missing link by automating data collection from jobsites. This reduces errors, speeds up processing, and gives businesses better financial oversight.

1. Automating Data Entry from the Field

Manually tracking materials, logging hours, and recording job progress can be time-consuming and error-prone. With GoCanvas:

  • Field teams submit jobsite data using mobile forms.
  • Data syncs instantly with QuickBooks, eliminating manual entry.
  • Business owners and accountants can access real-time financial data without discrepancies.

2. Streamlining Expense and Invoice Management

Many field service businesses struggle with tracking expenses and managing invoices efficiently. Integrating GoCanvas with QuickBooks helps by:

  • Capturing expenses on-site: Employees submit receipts and costs via mobile devices.
  • Automating invoice generation: QuickBooks instantly creates invoices based on job completion data.
  • Improving cash flow: Faster invoicing means reduced payment delays.

3. Improving Payroll Accuracy and Time Tracking

Managing payroll in the field service industry can be complex, with different rates, overtime, and compliance requirements. With GoCanvas and QuickBooks Time, businesses can:

  • Accurately track employee work hours in real time.
  • Automate wage and overtime calculations.
  • Reduce payroll disputes and ensure timely payments.

4. Keeping Financial Reports Up to Date

Real-time financial insights are critical for field service businesses. The GoCanvas–QuickBooks integration helps by:

  • Generating reports on job expenses and profitability
  • Identifying cost overruns before they affect the bottom line
  • Providing accurate forecasting for future business planning

Why Integrate QuickBooks and GoCanvas?

Field service businesses need a complete financial management solution. By integrating GoCanvas with QuickBooks, companies can:

  • Reduce admin work: Automate bookkeeping and eliminate manual data entry.
  • Improve accuracy: Eliminate duplicate forms and accounting errors.
  • Improve cash flow: Streamline invoicing and expense tracking.
  • Stay compliant: Reduce audit risks with accurate financial records.
  • Customize workflows: Tailor QuickBooks features to specific business needs.

Choosing the Right QuickBooks Version for Your Business

The best QuickBooks version depends on your business size and needs. Your options include:

  • QuickBooks Online Advanced: Ideal for businesses needing cloud-based access and easy integration with GoCanvas.
  • QuickBooks Enterprise: Best for larger businesses requiring advanced reporting and job costing.
  • QuickBooks Desktop: A solid choice for businesses preferring on-premise software with robust accounting tools.
  • Contractor Edition: Designed for field service businesses needing job-specific reports and cost tracking.

How to Set Up QuickBooks and GoCanvas for Your Business

  1. Choose the right QuickBooks version: Select the one that fits your accounting needs.
  2. Download the GoCanvas app: Equip your field teams with mobile access.
  3. Sync GoCanvas with QuickBooks: Automate data transfer from jobsites to accounting records.
  4. Train your team: Ensure employees know how to log expenses, time, and project updates.
  5. Get support if needed: Work with our team to ensure a smooth integration.

The Future of Field Service Accounting with GoCanvas and QuickBooks

More businesses are shifting to cloud-based financial management for flexibility and accessibility. Unlike QuickBooks Desktop, cloud solutions enable owners to collaborate with accountants and access financial data anytime. GoCanvas improves this by capturing real-time field data, ensuring QuickBooks remains up-to-date.

Key Questions to Consider When Choosing an Accounting Solution

  • Does it integrate with existing field service apps?
  • Can it track expenses and job costs in real time?
  • Does it automate invoicing and payroll processing?
  • Is it customizable to match your business operations?
  • Does it include features like job management and time tracking?

Go Digital with GoCanvas—Say Goodbye to Paperwork

You don’t have to rely on outdated, paper-based processes anymore. QuickBooks automates accounting, while GoCanvas ensures accurate real-time data submission from the field. Think of QuickBooks as your financial hub and GoCanvas as the bridge connecting jobsites to your accounting system. Learn more about our QuickBooks integration and see a demo in action.

Ready to simplify bookkeeping, invoicing, and payroll?

Request a custom demo today—because managing your business finances should be as efficient as your field operations!

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About GoCanvas

GoCanvas®, part of the Nemetschek Group, is an all-in-one digital solution that transforms the way businesses connect their office and field teams. Our user-friendly platforms simplify and streamline tasks like scheduling, dispatch, inspections, daily reports, work orders, and invoicing—digitizing paper processes to enhance safety and ensuring maximum compliance with industry standards.

Like a Swiss Army knife for the field, it’s versatile, reliable, and built to handle any task—letting you focus on the work that matters.

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Empowering Business Growth: Jon Coley on GoCanvas Partnerships

Jon Coley on GoCanvas Partnerships
Posted on by April Jones

Empowering Business Growth: Jon Coley on GoCanvas Partnerships

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Image of Jon Coley, GoCanvas.

The Future of Digital Transformation Is Collaborative

Technology is changing faster than ever, and businesses that want to stay ahead aren’t just adopting new solutions—they’re building strategic partnerships and white label software that fuel scalability, efficiency, and innovation. At GoCanvas®, we’ve always been focused on empowering businesses to work smarter with digital forms, automation, and seamless workflows. Now, we’re taking that a step further by expanding our partner network—and we want you to be part of it.

Meet Jon Coley: A Leader Focused on Growth and Innovation

To lead this initiative, we’re thrilled to introduce Jon Coley, GoCanvas’s Senior Vice President of Partnerships. With extensive experience scaling software companies through direct and indirect GTM strategies, Jon has successfully driven growth across multiple SaaS providers. He is dedicated to establishing GoCanvas as the premier partner for companies expanding their digital solutions.

“The best partnerships are built on mutual success,” Jon says. “At GoCanvas, we’re not just offering a product—we’re offering a way for businesses to grow, innovate, and differentiate themselves in their industries.”

Jon’s vision is simple: Create a partnership program that delivers real value, whether you’re reselling our platform or embedding it directly into your own digital automation.

Why Partnerships Matter: A New Era of Business Growth

GoCanvas has already helped thousands of businesses digitize paperwork, streamline workflows, and improve productivity. But we know that different businesses need different solutions—and that’s where partnerships come in.

By expanding our indirect business strategy, we’re making it easier for companies to:

  • Add GoCanvas to their product portfolio (for technology resellers and solution consultants).
  • Embed GoCanvas into their own software (for SaaS companies and product developers looking to add powerful digital forms without lengthy and costly product development).

This isn’t about shifting away from direct sales—it’s about making our technology more accessible to a wider range of businesses through strategic collaboration.

Two Ways to Partner with GoCanvas

We’ve built our partner network around two key opportunities:

1. Offer GoCanvas as a Standalone Solution

For businesses that want to expand their product offerings, the GoCanvas Reseller Program provides a turnkey solution to offer industry-leading digital forms and workflow automation. You get the tools, training, and support needed to sell GoCanvas to your customers and grow your business.

2. White-Label and Embed Our Technology

For software providers looking to enhance their platforms, GoCanvas’s White Label and Embedded Solutions allow you to seamlessly integrate our technology into your existing software. Whether you want a fully branded experience or a behind-the-scenes integration, we make it simple.

Spotlight: The Mobile SDK—A Game Changer for Embedded Solutions

For businesses with their own mobile and web applications, the GoCanvas SDK is a powerful way to embed digital forms directly into your platform. This enables you to offer your users the ability to easily capture data, automate workflows, and streamline field operations in real time—without the time, cost, or complexity of custom development..

Why Businesses Love the SDK

  • Embedded functionality: Integrate GoCanvas’s digital forms and workflow automation directly into your platform, keeping users within your ecosystem.
  • Brand control: Maintain a fully branded experience without relying on an external white-label solution.
  • Faster time to market: Quickly add powerful data capture and automation features without the cost or complexity of custom development.
  • Improved user experience: Keep customers engaged with a seamless in-platform experience that boosts adoption and retention.

It’s the perfect way to enhance an existing product without reinventing the wheel.

Looking Ahead: Join the GoCanvas Partner Network

Jon’s mission is clear: Make GoCanvas the best partner for businesses looking to scale. Whether you’re a reseller, a SaaS company, or a technology provider, our partner program is built to help you grow and succeed.

“We’re not just looking for partners—we’re looking for businesses [that] want to innovate alongside us,” Jon says. “Together, we can redefine how companies collect and use data in the field.”

Now’s the Time to Explore Partnership Opportunities

The demand for smart, digital solutions is only growing, and businesses that embrace strategic partnerships will scale faster and smarter. If you’re looking for new revenue opportunities and a way to bring more value to your customers, let’s talk.

Explore the GoCanvas Partner Network and see how we can grow together.

TALK TO OUR PARTNER TEAM

About GoCanvas

GoCanvas®, part of the Nemetschek Group, is an all-in-one digital solution that transforms the way businesses connect their office and field teams. Our user-friendly platforms simplify and streamline tasks like scheduling, dispatch, inspections, daily reports, work orders, and invoicing—digitizing paper processes to enhance safety and ensuring maximum compliance with industry standards.

Like a Swiss Army knife for the field, it’s versatile, reliable, and built to handle any task—letting you focus on the work that matters.

Start Your Partnership With GoCanvas Today

Enable your customers with a world-class field data collection solution and start driving revenue today.

Tax Season Is Coming: Ensure Accurate Data and Stress-Free Filing

Posted on by April Jones

Tax Season Is Coming: Ensure Accurate Data and Stress-Free Filing

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Avoid the Last-Minute Tax Crunch

The 2025 tax season is here—are you scrambling to pull together receipts, invoices, and payroll records at the last minute? If tax time feels like a stressful race against the clock, you’re not alone. Many businesses struggle with disorganized paperwork, missing expenses, and last-minute corrections.

The good news? It doesn’t have to be this way.

Instead of digging through old files and chasing down documents, GoCanvas® makes tax season easy by digitizing your data collection, keeping records up to date, and syncing seamlessly with accounting tools like QuickBooks, Freshbooks, and Xero.

Let’s break down how you can avoid tax-time chaos and stay organized all year long.

Why Disorganized Financial Data Can Cost You

Relying on paper receipts and manual tracking could be costing your business more than you realize. Here are some common tax season headaches:

  • Lost or incomplete records: Ever had to dig through stacks of paper looking for a missing receipt? Without accurate records, you might miss out on deductions or overpay in taxes.
  • Time-consuming data re-entry: Manually entering expenses, invoices, and payroll details eats up hours that could be spent growing your business.
  • Payroll delays: If your timesheets are inaccurate or approvals are missing, employees and contractors might not get paid on time.
  • IRS compliance risks: Errors in tax filings can lead to audits, penalties, or even legal trouble. No one wants that stress.

A digital system like GoCanvas keeps everything organized in real time, so you’re always prepared when tax season rolls around.

Stay Ahead with Real-Time Data Collection

When every dollar matters, you need accurate financial records to maximize deductions, avoid errors, and stay compliant with tax regulations. Inaccurate or incomplete records can lead to overpaying in taxes or missing out on legitimate write-offs. With GoCanvas, you can:

  • Track job costs as they happen: Snap photos of receipts, log expenses on site, and ensure nothing slips through the cracks.
  • Sync with QuickBooks: Your accounting software stays up to date without manual data entry. 
  • Keep payroll accurate: Digital timesheets mean no more guessing about hours worked.
  • Store everything in the cloud: Need an invoice from last year? Find it instantly—no more paper piles.

Easily Manage Change Orders and Expenses

Last-minute expenses, material upgrades, and change orders can mess with your financial records, leading to budget overruns and miscalculations that can throw off your financial reporting. Unexpected costs can disrupt cash flow, delay approvals, and create confusion for both your team and clients. GoCanvas makes it easy to adjust job costs in real time, ensuring every expense is immediately recorded, approved, and reflected in your accounting system.

  • Update expenses instantly: No surprises when tax time comes around.
  • Get digital approvals: Keep a clear record of every change, with no lost paperwork.
  • Generate automatic reports: See a full breakdown of your finances without extra work.

Free Up Your Admin Team to Focus on Growth

Your office team shouldn’t be drowning in paperwork when they could be focusing on building client relationships, streamlining operations, and driving revenue growth. Time spent manually entering data, sorting through receipts, and chasing down approvals is time taken away from strategic tasks that move the business forward. By automating administrative work, members of your team can dedicate their energy to high-value activities like improving customer service, optimizing workflows, and securing new contracts.

With GoCanvas, they can:

  • Spend less time sorting through invoices and receipts.
  • Ensure all financial records are accurate and organized.
  • Focus on growing the business instead of fixing last-minute mistakes.

Avoid Payroll and Tax Filing Mistakes

Payroll taxes, contractor payments, and expense tracking all impact tax filings. Errors can mean penalties, delays, or compliance issues.

To ensure financial records stay accurate and tax-ready, use GoCanvas to:

  • Automate payroll tracking: Ensure every hour worked is accounted for.
  • Prevent miscalculations: No more manual entry errors.
  • Ensure timely payments: Employees and contractors get paid on time.

Make Tax Season a Breeze: Go Digital with GoCanvas

GoCanvas helps you stay ahead by keeping all your financial records in one place, integrating with QuickBooks, and providing real-time reporting—whether you’re filing quarterly or preparing for April’s tax deadline. No more scrambling to find missing documents or uncovering manual data entry errors—just an organized, efficient process that makes tax filing simple. Take control of your business finances today and experience a stress-free tax season with GoCanvas. 

Request a demo today and see how easy managing your finances can be!

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About GoCanvas

GoCanvas®, part of the Nemetschek Group, is an all-in-one digital solution that transforms the way businesses connect their office and field teams. Our user-friendly platforms simplify and streamline tasks like scheduling, dispatch, inspections, daily reports, work orders, and invoicing—digitizing paper processes to enhance safety and ensuring maximum compliance with industry standards.

Like a Swiss Army knife for the field, it’s versatile, reliable, and built to handle any task—letting you focus on the work that matters.

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On-Demand: The Studio: Quick Start Your Way to Digital Forms

The Studio on demand webinar

ON-DEMAND WEBINAR

The Studio: Quick Start Your Way to Digital Forms

Take your forms to the next level with the new GoCanvas® Studio! Join GoCanvas Senior Product Manager Ellen Beck and VP of Product Brent Nieder for an inside look at how Quick Start in the new GoCanvas Studio simplifies form creation by keeping your PDF’s original look and feel intact.

In this on-demand session, you’ll learn how you can use Quick Start to:

  • Transform your PDF into a fully digital form while preserving branding and style.
  • Make customization easy with drag-and-drop functionality.
  • Streamline data collection with mobile-friendly, professional outputs.
  • Deploy your forms for instant use in the field.

Plus, we’ll tease the powerful features coming soon to The Studio, including AI-driven form building. Whether you’re digitizing paper forms or optimizing existing digital forms, Quick Start is the easiest way to start.

Don’t miss out! Fill out the form to access the recording now.

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Case Design Accelerates Sales Cycles with GoCanvas

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Connect with an Expert Today.

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

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