Recording: GoCanvas Connect: Forms Built to Work Your Way

GoCanvas Connect: Forms Built to Work Your Way

Webinar Overview:

In this on-demand session, we explored how to build and customize GoCanvas forms to fit your business needs. Watch the recording to learn how to use popular forms, adapt these forms for your workflows, and drive greater efficiency and ROI.


Want to go deeper?

Need templates, guides, or next steps? Visit the Success Center to get the most out of GoCanvas.

Check out even more resources

The ROI of Adopting GoCanvas for Field Service Management

Discover how GoCanvas streamlines field service, boosts productivity, and saves costs with field service management software.

How TAS Energy Achieved a 60% Drop in Errors and 50% Faster Reports

TAS Energy transformed its field operations with GoCanvas, streamlining processes and enhancing efficiency through customizable digital forms and real-time data access.

Pro-Techs Surfacing Sees Year-Over-Year Growth and Slashes Billing Delays by Days

Learn how GoCanvas can revolutionize your jobsite management. Read about Pro-Techs Surfacing’s success story and how they achieved operational improvements and business growth.

Connect with an Expert Today.

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

On-Demand: GoCanvas Connect: Forms Built to Work Your Way

ON-DEMAND WEBINAR

GoCanvas Connect: Forms Built to Work Your Way

We continued the GoCanvas Connect Series with a live session focused on how to build forms that fit your business perfectly. In this on-demand recording, we explore the most popular GoCanvas forms, show you how to customize them for your needs, and demonstrate how custom forms drive efficiency and ROI.

In this session, you’ll learn how to:

  • Customize forms for your specific business needs.
  • Drive efficiency and ROI with tailored form solutions.

Want to watch the session now? Fill out the form to get instant access.

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Case Design Accelerates Sales Cycles with GoCanvas

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Top 5 Use Cases for GoCanvas in the Construction Industry

Top 5 Cases for GoCanvas Feature Image

Construction companies face a unique set of challenges, like dynamic jobsites, evolving regulations, and relentless pressure to deliver on time and on budget. But here’s the real danger: Construction accounts for 19% of all U.S. worker deaths, according to OSHA. Sixty-five percent of those fatalities stem from just four preventable causes: falls, electrocution, struck-by incidents, and caught-in/between hazards. Amid these risks, paperwork plays a critical role in safety, compliance, and project delivery. Yet traditional methods can slow down field teams and create costly mistakes.

These challenges are where the top use cases for GoCanvas® come into play. From daily logs and timecards to inspections and safety checklists, GoCanvas helps construction businesses replace paperwork with mobile-first solutions that improve accuracy, boost compliance, and keep crews safe. In this article, we’ll explore the five most powerful ways construction firms are using GoCanvas to streamline operations and protect their teams, backed by real-world results.

Regular inspections are fundamental to every construction project, as accurate inspection records ensure that projects meet safety, regulatory, and quality standards. Using a digital construction inspection form with GoCanvas, field teams can capture photos, notes, and signatures directly on their mobile devices. The data syncs instantly with the office, eliminating delays caused by paperwork and reducing the risk of missed items. Digital inspection forms also make it easy to generate reports for clients or regulatory bodies, supporting a smooth compliance process.

Daily logs are essential for tracking site activities, weather conditions, delays, and completed work. Paper-based logbooks are prone to incomplete entries or errors, so GoCanvas offers construction daily log forms that allow supervisors to record information in real time. Automated timestamps, digital signatures, and the ability to attach images make documentation accurate and auditable. This helps managers monitor project progress, address issues quickly, and maintain a transparent record for dispute resolution or audits.

Managing labor costs and payroll is a complex task, especially when crews are spread across multiple jobsites. With GoCanvas, foremen and supervisors can collect timecard data on mobile devices, recording hours worked, breaks, and job codes. This data can be exported directly to payroll or project management systems, eliminating manual entry and reducing payroll errors. As a result, companies gain better visibility into labor costs and ensure accurate, timely compensation for their teams.

The construction industry faces significant safety challenges. According to OSHA data, construction accounts for 19% of all worker deaths in the United States. Effective safety management and compliance are critical to reducing these risks. GoCanvas helps companies meet compliance and safety requirements by digitizing safety checklists, incident reports, and toolbox talks. Employees can complete forms quickly from the field, attach supporting photos, and submit reports immediately. Centralized digital records make audits and safety reviews more efficient and support a proactive approach to workplace safety. For construction leaders, having immediate access to accurate safety data can make a real difference in preventing incidents and protecting workers.

Construction sites rely on a variety of equipment, from heavy machinery to handheld tools, and keeping track of these assets is critical for maintaining productivity and preventing losses. With this in mind, GoCanvas enables field teams to log equipment usage, inspections, and maintenance requests in real time. Digital records help prevent equipment downtime, support preventative maintenance programs, and improve accountability for tools and assets across sites.

By adopting digital solutions for these five use cases, construction firms can significantly reduce administrative burdens, improve accuracy, and strengthen collaboration between field and office teams. The transition to digital forms with GoCanvas does not require extensive IT resources and can be tailored to fit unique workflows.

Moving to digital solutions does not require a major overhaul of your business systems. On the contrary, GoCanvas supports easy customization and integration with your existing workflows. Most organizations can implement digital solutions with minimal disruption and start realizing benefits immediately.

For construction businesses evaluating new technology, consider the following steps:

  • Identify your most common or highest-risk forms and processes.
  • Start with a pilot project on a single site or team.
  • Train staff using GoCanvas templates and support resources.
  • Integrate data with your core systems for payroll, project management, or compliance.

The GoCanvas use cases detailed in this article are already transforming how leading construction companies operate. For a closer look at how GoCanvas can work for your business, request a demo today.

Frequently Asked Questions

Why are digital inspection forms important for construction teams? +

Digital inspection forms help crews document conditions accurately and consistently, which is essential for safety, quality, and regulatory compliance. Crews can capture photos, notes, and signatures on site without worrying about lost paperwork or incomplete fields. This reduces errors, speeds up reporting, and helps managers stay aware of issues that need attention. Instant access to inspection data improves coordination with office staff and supports stronger oversight across projects. GoCanvas offers mobile inspection tools that make this process faster and more reliable for construction teams.

How do digital daily logs improve jobsite visibility? +

Daily logs document weather, crew activity, delays, equipment use, and completed work. When logs are handwritten, they often lack detail or arrive late, which limits a manager’s ability to catch problems early. Digital logs allow supervisors to record updates in real time, attach images, and include timestamps that strengthen accuracy. This creates a reliable record for planning, audits, and dispute resolution. With faster reporting and cleaner documentation, leaders gain the visibility they need to keep projects moving. GoCanvas helps streamline daily logs through mobile-first forms.

How can digital timecards support better labor and crew management? +

Accurate labor tracking is vital for payroll, job costing, and resource planning. Digital timecards help remove errors caused by manual entry, missed fields, or illegible handwriting. Crews can record hours, breaks, and job codes on site, which reduces delays and improves payroll accuracy. Managers also gain immediate insight into labor trends across multiple jobsites, making it easier to adjust staffing or budgets. This type of visibility helps prevent overruns and ensures fair, timely compensation. GoCanvas provides digital timecard tools that simplify the entire process.

How do digital safety checklists strengthen compliance on construction sites? +

Safety checklists create structure for routine inspections, hazard identification, and incident reporting. When checklists are digital, crews can complete them quickly, attach supporting evidence, and submit records immediately. This improves consistency and helps ensure required steps are never missed. Centralized digital records also make audits faster and give leaders insight into recurring risks or unsafe conditions. Strong documentation supports proactive safety management and helps prevent incidents before they occur. GoCanvas delivers mobile safety forms that help businesses maintain compliance and protect workers.

How does digital equipment and asset tracking reduce downtime and losses? +

Equipment tracking helps teams monitor usage, inspections, and maintenance needs across active jobsites. Digital forms make it easier to record conditions in real time, which helps prevent breakdowns and avoid unexpected delays. When equipment data is organized and accessible, managers can schedule maintenance, assign assets more efficiently, and reduce losses caused by misplaced tools. Better visibility also supports long-term planning and budgeting for repairs or replacements. GoCanvas offers digital forms that help construction teams track assets with accuracy and consistency.

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 GoCanvas + Salesforce Integration Simplifies Job Tracking

GoCanvas + Salesforce Integration Feature Image

How GoCanvas + Salesforce Integration Simplifies Job Tracking

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GoCanvas + Salesforce Integration Feature Image

For businesses that are growing fast or managing complex operations across teams, keeping job data accurate and up to date can be a serious challenge. Between field teams entering inspection details and office teams working on estimates, quotes, and invoices, it’s easy for information to get stuck in silos. That’s where integrating GoCanvas® with the Salesforce platform can make a real difference.

By connecting these two systems, businesses get a seamless data flow from the field to the office. Estimates, inspections, work orders, and invoices are all linked together in real time, helping teams stay aligned and focused on the job instead of chasing paperwork. The result is improved data management, streamlined processes, and a unified view of business operations.

Let’s say your field team finishes a job and fills out a paper form or a mobile app that doesn’t sync with Salesforce. As a result, someone back at the office has to re-enter that same data to generate an invoice or update a customer record—which takes time, introduces the risk of errors, and delays the entire process. For companies handling dozens or hundreds of jobs a week, these delays add up.

Here’s what can go wrong when systems aren’t integrated:

  • Manual data entry slows down billing and follow-up tasks.
  • Errors in rekeyed data can lead to incorrect invoices or missed updates.
  • Disconnected systems make it harder to respond quickly to customer questions.
  • CRM data in Salesforce becomes unreliable or outdated.
  • Analytics and reporting suffer due to incomplete or mismatched data.

Without a clear connection between field activity and Salesforce CRM data, you’re left guessing what’s been completed, what still needs action, and where the bottlenecks are.

The GoCanvas + Salesforce integration solves these issues by automatically syncing job data between the two platforms. When a crew submits a job form in GoCanvas, it can instantly update the corresponding Salesforce account record. This allows businesses to:

  • Automate data synchronization between Salesforce and external systems.
  • Eliminate double data entry and reduce complexity.
  • Accelerate integration processes using web services and APIs.
  • Enable real-time data capture and analytics.

This integration supports bulk API use cases, streaming API for platform events, and SOAP API scenarios to ensure secure data transfer across systems and applications. Integration with Salesforce becomes seamless, even in complex business logic integration scenarios.

Consider a commercial HVAC company managing multiple service crews across the region. Before implementing GoCanvas and Salesforce, the company relied on paper forms for field reporting and manual updates in Salesforce CRM. Every job required someone in the office to interpret handwritten notes, retype data, and hope nothing was missed.

Once integrated using tools like MuleSoft or other middleware, field crews began using GoCanvas to complete service forms, attach photos, and capture digital signatures. 

Here’s what changed after the integration:

  • Field data from GoCanvas synced directly into Salesforce, eliminating rekeying.
  • Job status updates, photos, and digital signatures were accessible in real time.
  • Middleware tools like MuleSoft supports smooth data integration with legacy systems.
  • Office staff had immediate access to accurate CRM data and customer history.
  • Salesforce analytics tools helped identify trends and improve decision-making.
  • Integration architecture supported data flow between cloud-based and on-premises systems.

Despite these advanced capabilities, the integration setup doesn’t require a full-time development team. GoCanvas supports pre-built integration patterns and secure authentication with development tools to match unique workflows, whether syncing CRM data, triggering process automation, or managing third-party integrations.

This is especially helpful for businesses scaling operations or managing sensitive data across systems and data centers. Whether you’re working with ERP systems, cloud-based apps, or legacy systems, the GoCanvas-Salesforce integration keeps your data flowing in real time and simplifies how you manage business processes.

When your systems are connected, customers benefit. There are fewer errors, quicker updates, and better communication overall. This kind of integration supports a responsive, event-driven architecture where teams can act on data between Salesforce and field systems in real time. With the right tools in place, you can:

  • Trigger notifications automatically when key data changes.
  • Use change data capture to update records across integrated systems instantly.
  • Leverage platform events to coordinate job status, approvals, or escalations.
  • Synchronize customer data across GoCanvas and Salesforce without delay.
  • Improve responsiveness by reducing manual communication between teams.

If you’re looking to streamline job tracking, improve efficiency, and reduce time spent on admin work, take a closer look at what the GoCanvas + Salesforce integration can do. Learn more about integration, and explore how GoCanvas supports Salesforce-specific tools.

Want a hands-on look? Request a demo to see how the GoCanvas + Salesforce integration helps you unify customer data and turn disconnected workflows into smart, automated systems.

Frequently Asked Questions

What is GoCanvas and how does it integrate with Salesforce? +

GoCanvas is a mobile data collection platform that helps businesses streamline field operations. It allows teams to capture, process, and manage data on mobile devices. By integrating GoCanvas with Salesforce, businesses can connect field data directly to their CRM, eliminating manual data entry and improving workflow efficiency. This seamless integration ensures that job forms, estimates, invoices, and customer records are updated in real time. GoCanvas uses tools like MuleSoft and APIs to sync job details from the field to Salesforce, ensuring up-to-date and accurate data management across teams.

How does GoCanvas improve job tracking for field teams? +

GoCanvas improves job tracking by enabling field teams to capture job details on mobile devices in real time. Integration with Salesforce ensures that job data, such as inspections, work orders, and estimates, sync automatically between field workers and the office. This eliminates manual data entry, reducing errors and delays. Job status, photos, and customer details are available in real time, helping teams stay on the same page. With GoCanvas, field data is accessible from anywhere, allowing faster decision-making and improved coordination between the field and office teams.

How does integrating GoCanvas with Salesforce solve data entry issues? +

Without integration, businesses face the problem of double data entry, where field workers manually input job details into both their systems and Salesforce. This process is slow, error-prone, and inefficient. By integrating GoCanvas with Salesforce, job data is automatically synced between the two platforms, eliminating the need for re-entering information. This reduces errors, improves efficiency, and accelerates processes like invoicing and reporting. Integration ensures real-time updates and provides a more accurate, unified view of job statuses and customer information across teams.

How does GoCanvas integration with Salesforce improve communication between teams? +

Without a seamless connection, field teams and office staff often work with outdated or incomplete data. This leads to delays and confusion, especially when responding to customer queries or completing job tasks. By integrating GoCanvas with Salesforce, businesses ensure that field data, such as job forms, status updates, and photos, sync in real time with the CRM. This improves communication by providing both field and office teams with immediate access to accurate information, reducing the need for follow-ups and enhancing overall coordination between teams.

How does the lack of system integration affect job tracking efficiency? +

When systems aren’t integrated, businesses struggle with delayed data entry and manual processes, which can cause errors and slow down operations. For example, field workers might complete job forms that require office staff to re-enter data into Salesforce, leading to inefficiencies. This lack of integration makes it difficult to track job progress, respond to customer inquiries promptly, and maintain accurate records. Without real-time data sync, companies risk working with outdated information, which can lead to missed opportunities, delays, and customer dissatisfaction.

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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In this on-demand webinar, we showcase GoCanvas’ latest product release, which is designed for construction and trade professionals.

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How Digital Forms Help Mid-Market Teams Overcome the Skilled Labor Shortage

Skilled Labour Shortage Feature Image

How Digital Forms Help Mid-Market Teams Overcome the Skilled Labor Shortage

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Skilled Labour Shortage Feature Image

As the skilled labor shortage in construction and manufacturing continues to affect industries across the U.S., mid-sized businesses are struggling to adapt. The skilled labor shortage is a growing issue, with 60% of manufacturers identifying it as their top challenge. The skills gap is especially pronounced in industries like construction, where over 382,000 jobs remain open each month. For businesses with limited recruiting resources, leveraging digital tools is crucial to maintaining productivity. In fact, one manufacturer saved $570,000 annually by switching to digital forms, which showcases the impact of digital solutions in overcoming the skilled trades labor shortage.

Skilled labor shortage statistics show that mid-sized teams have been impacted the hardest. With fewer workers entering the skilled trades, companies are left to compete for a shrinking talent pool. Mid-sized companies’ teams often don’t have the extensive resources to implement large-scale recruitment strategies or offer higher wages, putting them at a disadvantage compared to larger organizations.

Key factors contributing to the shortage include:

  • An aging workforce: Many workers are retiring, and younger generations aren’t filling the gap.
  • Fewer new workers entering trades: Skilled trade schools and apprenticeship programs are struggling to attract new talent.
  • Rising demand: As industries like construction continue to grow, the demand for skilled tradespeople is outpacing supply.

With the labor market tightening and unemployment rates dropping, the ability to do more with fewer people is paramount. Mid-sized teams, particularly in advanced manufacturing and construction, are turning to construction management software and workflows to address this challenge. By adopting mobile forms, checklists, and automated workflows, businesses can increase efficiency while maintaining their current workforce.

GoCanvas® offers a solution by streamlining workflows, improving data collection, and automating processes to help these teams operate more efficiently and maximize their existing workforce. With GoCanvas, construction teams can overcome the challenges posed by the skilled labor shortage and stay on top of project deadlines and budget constraints.

Mobile forms and checklists are some of the most effective digital tools for improving efficiency. They streamline workflows, reduce paper waste, and help workers complete tasks faster and more accurately. These tools are particularly useful in industries like construction and manufacturing, where safety, accuracy, and timely completion are critical.

Benefits of mobile forms and checklists include:

  • Easy access to real-time data: Workers can update tasks and log information directly from their mobile devices.
  • Safety and compliance: Digital checklists ensure all safety protocols are followed, reducing risk.
  • Streamlined inspections and reports: Instead of manually filling out forms, workers can complete forms on site and submit them instantly.

Digital tools like checklists help skilled tradespeople stay organized and on top of their tasks, improving productivity and compliance.

The skilled trades have historically struggled to attract younger generations to the workforce. However, digital tools are changing the game. Younger workers who are more accustomed to technology find the integration of mobile apps, digital workflows, and cloud-based systems appealing.

As younger workers’ participation in the labor force increases, technical colleges, training programs, and internships are becoming key sources of new talent. The appeal of digital forms and mobile platforms makes the trades seem less outdated and more aligned with today’s workforce.

Younger generations are increasingly drawn to careers in skilled trades when employers offer opportunities for training, reskilling, and career development through manufacturing management software. The appeal of these roles is heightened when companies provide flexible scheduling and, where possible, remote work options that align with modern-day employees’ work-life balance expectations.

The skills gap is a major barrier to filling job vacancies in the skilled trades. Many businesses are turning to digital tools to help bridge this gap and train workers more efficiently.

Here’s how digital tools make a difference:

  • Online training programs: Workers can access skills training and certifications directly on their mobile devices.
  • Reskilling opportunities: Companies can quickly reskill their current workforce to handle new technology or job requirements.
  • Easier access to training: With mobile apps and cloud-based platforms, employees can complete apprenticeships and other training initiatives on their own time.

By offering digital learning and certification options, companies can ensure their workers are always up to date with safety compliance standards that will help close the skills gap.

In a labor market where job positions remain unfilled, mid-sized teams need to maximize the productivity of their current workforce. One way to do this is to adopt digital workflows. By reducing the administrative burden, digital workflows help workers focus on core tasks rather than time-consuming paperwork.

For instance, a construction company could streamline its project management by using a mobile workflow that integrates tasks such as ordering materials, tracking deliveries, and conducting safety checks. This eliminates manual logging and allows skilled tradespeople to focus on delivering high-quality results on time. Digital analytics tools offer real-time updates, allowing for faster decision-making that is crucial in fast-paced manufacturing environments.

As a result, teams can take on more projects without increasing headcount, which directly impacts the labor force and helps close the gap created by the skilled worker shortage.

The skilled labor shortage is a significant challenge for industries such as construction and manufacturing, but it can be overcome. With digital tools like mobile forms, checklists, and automated workflows, mid-sized businesses can boost efficiency, attract younger workers, and close the skills gap without needing to hire additional staff. Bridge the skilled labor gap and attract new talent by embracing digital transformation. Request a demo today to ensure a steady, productive, and highly skilled workforce for the future.

Frequently Asked Questions

How can GoCanvas help businesses overcome the skilled labor shortage? +

GoCanvas helps businesses overcome the skilled labor shortage by streamlining workflows and automating tasks with digital tools. By using mobile forms, checklists, and automated processes, companies can improve efficiency without increasing headcount. For industries like construction and manufacturing, these tools allow workers to complete tasks faster and more accurately, reducing the impact of the labor shortage. GoCanvas also helps retain and attract younger talent by offering modern, tech-driven solutions, making skilled trades more appealing to the younger workforce who are familiar with mobile apps and cloud-based systems.

How do digital tools improve productivity in construction? +

Digital tools, such as mobile forms and checklists, improve productivity in construction by reducing time spent on administrative tasks. Workers can update job data in real time, complete forms on-site, and submit reports instantly, reducing delays caused by paperwork. With digital workflows, tasks like ordering materials, tracking deliveries, and conducting safety checks can be streamlined, allowing skilled tradespeople to focus on core tasks. This boosts overall productivity, enabling teams to take on more projects without hiring additional staff, which is critical in a market affected by the skilled labor shortage.

What are the benefits of mobile forms and checklists in construction? +

Mobile forms and checklists offer several benefits in construction. They streamline workflows, reduce paper waste, and help workers complete tasks more efficiently. These digital tools allow workers to update tasks and log information directly from their mobile devices, ensuring data is accurate and up to date. Mobile forms and checklists also improve safety by ensuring that workers follow protocols and guidelines. By simplifying inspections and reports, digital tools improve compliance and organization, which is essential for maintaining project timelines and quality, especially in a labor-constrained environment.

How do digital tools attract younger workers to the skilled trades? +

Digital tools are attractive to younger workers because they align with the technology-driven world that many are accustomed to. Mobile apps, digital workflows, and cloud-based systems make the skilled trades seem more modern and relevant to the younger generation. By offering digital tools, employers can make these careers more appealing to new talent. Younger workers are also drawn to jobs that offer opportunities for training, career development, and flexibility. Digital platforms can provide reskilling options, on-the-job training, and certifications, making skilled trades a more attractive career path for the next generation.

How do digital workflows help bridge the skills gap in skilled trades? +

Digital workflows help bridge the skills gap by providing easy access to training, reskilling opportunities, and certifications. With mobile apps and cloud-based systems, workers can complete training and apprenticeships on their own time, allowing businesses to quickly upskill their workforce. Digital tools also ensure that workers stay compliant with safety standards and can perform tasks accurately. This helps businesses close the skills gap by making training more accessible, efficient, and effective. By integrating digital workflows into daily operations, businesses can maintain high productivity levels while overcoming the challenges of the skilled labor shortage.

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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On-Demand: GoCanvas Connect: Forms, Flows, and Future-Proofing

ON-DEMAND WEBINAR

GoCanvas Connect: Forms, Flows, and Future-Proofing

We kicked off the GoCanvas Connect Series with a live session all about building, automating, and future-proofing your workflows. In this on-demand recording, we explored how digital forms are the foundation of GoCanvas® , how to automate what happens after submission, and how new Pro and Max features help you stay ahead and scale.

In this session, you’ll learn how to:

  • Build impactful digital forms with GoCanvas.
  • Automate workflows after form submission.
  • Future-proof your business with Pro and Max features.

Plus, get a preview of upcoming innovations to help you maximize your GoCanvas investment.

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

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Read the case study to find out how Case Design accelerated their sales cycles, improved invoicing, and unlocked cash flow with GoCanvas…

Connect with an Expert Today.

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

Recording: GoCanvas Connect: Forms, Flows, and Future-Proofing

GoCanvas Connect: Forms, Flows, and Future-Proofing

Webinar Overview:

In this on-demand session, we explored how to build, automate, and future-proof your workflows with GoCanvas®.

See how digital forms are the foundation of GoCanvas, how to automate processes after submission, and how new Pro and Max features help you stay ahead and scale. Watch the recording to get actionable tips and a preview of what’s coming next.

Want to learn more about GoCanvas?

Schedule a demo with one of our product experts.

Check out even more resources

The ROI of Adopting GoCanvas for Field Service Management

Discover how GoCanvas streamlines field service, boosts productivity, and saves costs with field service management software.

How TAS Energy Achieved a 60% Drop in Errors and 50% Faster Reports

TAS Energy transformed its field operations with GoCanvas, streamlining processes and enhancing efficiency through customizable digital forms and real-time data access.

Pro-Techs Surfacing Sees Year-Over-Year Growth and Slashes Billing Delays by Days

Learn how GoCanvas can revolutionize your jobsite management. Read about Pro-Techs Surfacing’s success story and how they achieved operational improvements and business growth.

Connect with an Expert Today.

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

Digital Adoption: How to Get Your Crew on Board with Digital Forms

Digital Adoption Feature Image

For construction companies and field service businesses, adopting new technology can feel like a major challenge—especially when your team is used to doing things the old-fashioned way. Paper forms, clipboards, and whiteboard schedules might be familiar, but they’re far from efficient. If your business is exploring digital adoption, the biggest hurdle often is not the technology but the people using it.

Convincing your field crews to embrace mobile forms and digital workflows requires more than a software rollout. It takes education, patience, and a user-friendly platform that’s flexible enough to fit how your team already works.

At GoCanvas®, we’ve helped thousands of businesses navigate this shift successfully. If you’re looking to introduce digital forms to your team, here’s how to make adoption easier, especially for those who may be hesitant to change.

In today’s construction and field service industries, digitalization isn’t optional—it’s a competitive advantage. Businesses that lag behind in adopting digital tools risk falling behind in project delivery, accuracy, safety compliance, and overall efficiency.

For those who embrace it, digitalization in construction has clear benefits, including:

  • Faster data capture and reporting
  • Fewer errors and lost paperwork
  • Real-time communication between jobsites and offices
  • Better visibility into project progress
  • More accurate, audit-ready records

But even when the benefits are obvious, digital adoption can still face resistance, particularly from experienced field staff who are comfortable with the systems they know. That’s where GoCanvas comes in. Our platform is designed to be easy to use, flexible, and fast to implement, making it simpler for everyone to get on board—from the office to the jobsite.

Before diving into the how, it’s worth reinforcing the why. Digital forms aren’t just about replacing paper—they unlock meaningful advantages that improve operations across your business. For field staff, they reduce repetitive tasks, eliminate the need to carry clipboards or return to the office, and allow work to be completed faster and with fewer errors. For management, digital forms offer real-time visibility into job progress, improved data accuracy, and faster reporting. They also support compliance by creating standardized, time-stamped records that are easy to store, retrieve, and audit. By adopting digital tools, your team can save hours each week, respond to issues faster, and focus more on the work that matters.

Before you can guide your team toward adopting new technology, it’s important to understand where their resistance may be coming from.

Some common concerns we hear from field teams include:

  • “I’m not tech-savvy.”
  • “The current way works fine—why change it?”
  • “Digital systems take too long to learn.”
  • “It’s going to slow me down on site.”
  • “What if the app doesn’t work with no signal?”

These are valid concerns, but they can be addressed with the right rollout strategy and a platform that’s designed for real jobsite conditions.

If you’re introducing new tech to a field team, the user experience has to come first. A complicated system with steep learning curves will create more resistance, not less.

GoCanvas was built for this exact challenge. Our mobile forms app is designed to work with the way crews already operate, providing offline capabilities, simple interfaces, and customizable templates that match your current workflows.

Either start with pre-built forms or modify your own with drag-and-drop functionality. Common construction form templates include:

You can fill out these familiar forms on any smartphone or tablet, even with no internet connection.

The best way to promote construction digital transformation is to start with one or two forms that have an immediate impact. Look for tasks that are repetitive, prone to errors, or tied to compliance—like safety inspections, daily logs, or time tracking.

This approach helps teams quickly see the value of going digital. When a supervisor realizes they no longer need to drive back to the office to drop off forms or spend extra time re-entering data, they’re much more likely to buy in.

Training is key to getting your team comfortable with any new tool—but that doesn’t mean you need to host long training sessions or hand out thick manuals.

GoCanvas offers simple video tutorials, guides, and onboarding support designed specifically for field users. Most teams can learn to use the app in under 30 minutes.

Tips for effective training include:

  • Start with small groups or one-on-one sessions.
  • Use real scenarios and actual job forms.
  • Let users practice filling out forms during training.
  • Highlight how the app saves time and effort.
  • Keep documentation short and visual.

Many GoCanvas customers pair training with a “pilot program” to test the app in the field with one or two crews before full rollout. This gives you time to gather feedback, tweak your workflows, and build internal champions.

When you involve your team in the process, digital adoption becomes a partnership, not a top-down mandate. Encourage users to share feedback, raise concerns, and suggest improvements to the forms or process.

This can help identify:

  • Pain points in form design
  • Situations where the app needs offline access
  • Opportunities for automation (e.g., triggering reports from submissions)
  • Areas where additional training may be needed

By listening to your field teams and showing that their input matters, you turn reluctant users into active supporters of your digital transition.

Once your team starts using digital forms consistently, make sure to recognize their success. Highlight time saved, errors avoided, and faster compliance reporting as wins.

Leadership buy-in also helps here. When supervisors or project leads actively support technology for the construction industry, this signals to the rest of the crew that going digital is a worthwhile investment, not another short-lived experiment.

Be sure to check in periodically to review what’s working and what can be improved. Over time, adoption grows more natural, and your team will become more confident using digital tools on a daily basis.

When you get your crew on board with mobile forms, you unlock faster data flow, stronger compliance, and less administrative work for everyone. More importantly, you create a foundation for larger digital transformation—whether this takes the form of GPS tracking, project dashboards, or automated reporting.

GoCanvas is more than just an app; it’s a platform designed for easy digital transformation at every level of your operation. Our tools are built for the realities of the field and adaptable to your specific workflows, making it easier than ever to scale technology across your teams.

You don’t need to overhaul your operations overnight. Start small. Train your crew. Get a win. Then build on that momentum. Request a demo today and experience how GoCanvas can help you simplify field operations, reduce paperwork, and empower your team with technology that works for them.

Frequently Asked Questions

Why is digital adoption important for field service teams? +

Digital adoption is essential for field service teams to improve efficiency, reduce errors, and enhance communication. Moving from paper forms and manual processes to digital tools allows for faster data capture, real-time updates, and better visibility into job progress. It also ensures accurate, audit-ready records and supports compliance with regulations. By embracing digital tools, field teams can save time, streamline workflows, and increase productivity, giving businesses a competitive advantage in industries like construction and field service.

What are the main challenges field crews face with digital adoption? +

Field crews often face resistance to digital adoption due to concerns about learning new technology, lack of familiarity with mobile tools, and fear that digital systems might slow them down. Other challenges include worries about offline functionality, as crews frequently work in areas with limited or no internet connection. To overcome these issues, it’s important to choose a user-friendly platform, provide hands-on training, and start small with high-impact tasks that clearly demonstrate the benefits of digital tools.

How can businesses start the digital adoption process with field crews? +

To start the digital adoption process, businesses should begin with small, high-impact tasks that have immediate benefits. Focus on forms that are repetitive, prone to errors, or linked to compliance, such as safety inspections or daily logs. Choose a digital tool that is easy to use and fits the crew’s existing workflows. Provide short, practical training sessions and use real scenarios to help the team learn the system quickly. It’s also helpful to gather feedback during a pilot phase to identify pain points and improve the digital adoption process.

How can digital tools improve field team productivity? +

Digital tools improve field team productivity by automating repetitive tasks, reducing errors, and providing real-time access to data. Field crews no longer need to return to the office with paperwork or spend time manually entering data. Instead, they can complete and submit forms instantly from their mobile devices. This leads to faster reporting, improved communication, and reduced downtime. With digital forms, teams can easily track job progress, access important documents, and stay compliant with regulations without adding administrative work.

How can field service businesses address concerns from crews about using digital tools? +

To address concerns about using digital tools, businesses should involve the team in the adoption process and offer hands-on training that highlights the ease of use and immediate benefits of the new system. It’s important to emphasize how digital tools will save time and reduce the hassle of paperwork. Provide clear and concise tutorials, use real job forms for practice, and offer support during the transition. Address concerns about offline access by ensuring the platform works in areas with limited internet connectivity. Lastly, gather feedback from the crew to make adjustments and improve the user experience.

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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Paper vs. Digital in Field Work: Real Savings for Construction Crews

GoCanvas Paper vs. Digital blog feature image.

Paper vs. Digital in Field Work: Real Savings for Construction Crews

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In construction, the debate of paper vs. digital isn’t just about convenience—it’s about real cost savings, efficiency, and accuracy. Field crews relying on traditional paperwork often face delays, misplaced documents, and errors that impact project timelines. On the other hand, digital solutions simplify workflows, improve accountability, and save businesses thousands annually.

The Hidden Costs of Paper-Based Processes

Fieldwork is fast-paced, and relying on paper forms slows everything down. From lost receipts to illegible handwriting, paper-based systems create inefficiencies that add up quickly. Studies reveal that paper-related inefficiencies can cost businesses up to $25 million annually per 1,000 employees—driven by lost productivity, misfiled documents, and time-consuming manual processes

Common issues with paper-based fieldwork include:

  • Data entry errors: Illegible handwriting leads to mistakes that require manual corrections.
  • Lost or damaged paperwork: Weather, dirt, and job site conditions make paper forms easy to misplace.
  • Time wasted on manual processes: Workers spend hours completing, sorting, and submitting paperwork instead of focusing on tasks that drive revenue.
  • Storage and retrieval issues: Finding old documents can be a nightmare, leading to costly delays and compliance risks.

Environmental Impact of Paper Use

Beyond the financial costs, paper-based workflows also have a significant environmental impact. The construction industry generates large amounts of paper waste, contributing to unnecessary deforestation and landfill overflow. Digital solutions drastically cut down on paper consumption, reducing a company’s carbon footprint and aligning with sustainability goals. Companies moving toward a digital field process contribute to greener operations and improved corporate social responsibility.

Switching to digital solutions eliminates paper-related inefficiencies. A digital field solution like GoCanvas® automates data collection to ensure accurate, real-time reporting from any job site. This means:

  • Instant access to critical data: No more digging through filing cabinets or waiting on physical reports
  • Automatic syncing with project management tools: Integrate QuickBooks with Gocanvas construction software.
  • Faster approvals and workflows: Reduce bottlenecks with real-time digital submissions and approvals.
  • Improved accountability: Keep records digitally secure, organized, and audit-ready.

Industry research shows that businesses using digital solutions can reduce paperwork-related costs via lower printing, storage, and administrative expenses, while also improving operational speed.

When crews use paper forms, there is often a disconnect between field workers and office staff. Important data gets lost in transit, approvals are delayed, and communication gaps cause costly errors. Digital solutions improve team collaboration by ensuring everyone has real-time access to updated records, reducing confusion and improving project coordination.

For construction professionals, a field worker app is a game-changer. Paper processes require multiple handoffs, creating opportunities for lost information and delays. A mobile app streamlines everything from time tracking to safety inspections, allowing workers to submit data from the field instantly.

Key Benefits of a Digital Field Worker App:

  • Improved safety compliance: Instantly capture and submit safety checklists, reducing risks and liability.
  • Improved communication: Connect supervisors and teams in real time, minimizing misunderstandings.
  • Automated expense reporting: Workers can snap photos of receipts, reducing reimbursement delays.

Switching to a digital system with GoCanvas means less time on paperwork and more time on productive work.

Manual data re-entry is prone to mistakes, leading to costly project miscalculations and rework. A digital solution captures accurate information the first time, preventing miscommunication and ensuring efficiency. Studies show that companies implementing digital field apps see up to a 34% increase in productivity, as workers spend less time on administrative tasks and more time on essential job duties.

Actual Savings: Paper vs. Digital in Real Numbers

Still wondering if moving away from paper pays off? Here’s what the latest research shows:

  • Employees spend 1.8 hours per day searching for documents — nearly 20% of the average workweek lost to hunting through paperwork.
  • Filing a single paper document costs about $20 in labor, while retrieving a misfiled document costs around $120.
  • Lost documents cost businesses an average of $200 or more to recreate, not including the potential impact on customer service, compliance, or lost revenue.
  • Paper-related inefficiencies cost businesses up to $25 million annually in lost productivity for every 1,000 employees.

By digitizing forms and workflows with GoCanvas, companies dramatically reduce search time, filing costs, and the risk of lost information—freeing up employees to focus on higher-value work.

As technology advances, the construction industry is rapidly moving towards full digitization. With the right construction software, field crews can eliminate inefficiencies, boost productivity, and ensure accuracy in every project. Companies using GoCanvas have seen significant improvements in:

  • Jobsite organization: No more stacks of paperwork cluttering the office.
  • Real-time reporting: Faster decision-making with up-to-the-minute data.
  • Financial savings: Lower administrative costs and increased profitability.
  • Stronger data security: Digital records prevent loss, theft, or unauthorized access.

Overcoming Resistance to Digital Change

While transitioning from paper to digital offers clear benefits, some workers may resist change. Training and demonstrating the ease of digital tools can help ensure a smooth transition. Companies that provide hands-on training and clear adoption strategies see a higher success rate when implementing new digital workflows.

By digitizing your workflow, your team can focus on what truly matters: building great projects, not sorting through paperwork. Make the move today and see firsthand how paper vs digital transforms your fieldwork into a seamless, cost-saving operation.The debate of paper vs digital is clear: digital solutions provide measurable cost savings, improved efficiency, and better accuracy for construction crews. Don’t let paperwork slow your business down. Request a demo today and experience how easy it is to streamline field operations with digital tools.

Frequently Asked Questions

How do paper-based processes impact construction workflows? +

Paper-based processes can create significant inefficiencies in construction workflows. Common issues include lost or damaged documents, illegible handwriting, and time-consuming manual data entry. These problems lead to delays, errors, and confusion, which can disrupt project timelines. Additionally, storing and retrieving paper documents takes up valuable time and space. As a result, construction crews may face costly rework, compliance risks, and lost productivity, especially when they have to manually sort through paperwork instead of accessing real-time digital data.

What are the environmental impacts of using paper in construction? +

Using paper in construction contributes to environmental concerns such as deforestation and waste. The construction industry generates large amounts of paper waste, which ends up in landfills. By relying on paper forms and reports, businesses not only contribute to environmental harm but also miss an opportunity to align with sustainability goals. Digitizing workflows helps reduce paper consumption, supporting greener operations and contributing to more environmentally responsible business practices.

What are the key benefits of using a digital field worker app? +

A digital field worker app offers multiple benefits, including improved safety compliance, real-time communication, and streamlined reporting. With the ability to instantly capture and submit safety checklists or work orders, the app reduces the risk of errors and delays. It also improves communication between field crews and supervisors, allowing for faster decision-making. Additionally, the app helps automate tasks like expense reporting, reducing administrative workload and enabling workers to focus more on their core tasks.

How can digital workflows reduce errors and boost productivity in construction? +

Digital workflows reduce errors by eliminating manual data entry and the need for rework. With digital forms, data is captured accurately in real time, reducing the chances of mistakes that occur when transferring information from paper to a computer. This efficiency leads to significant productivity improvements. Studies have shown that companies using digital tools for fieldwork can increase productivity by up to 34%, as workers spend less time on administrative tasks and more time on the tasks that drive revenue.

How does GoCanvas help construction businesses save costs compared to paper-based systems? +

GoCanvas helps construction businesses save costs by digitizing workflows and reducing the need for paper-based processes. This eliminates the expenses associated with printing, storing, and manually processing paperwork. For example, field workers can submit forms directly through the GoCanvas app, and the data syncs automatically with other business tools, reducing delays and errors. By reducing administrative costs, improving document retrieval, and eliminating paperwork clutter, businesses can save significant time and money, making their operations more efficient and cost-effective.

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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Service Electric Co. Sees $312,000 ROI, Saves 846 Hours with Mobile Forms

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The True Cost of Paper in Business

GoCanvas Infographic: The True Cost of Paperwork - feature image.

The True Cost of Paper in Field Service & Construction

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True Homes Streamlines Inspections & Increases Sales by $1,000,000

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Service Electric Co. Sees $312,000 ROI, Saves 846 Hours with Mobile Forms

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

Still using paper for day-to-day operations? It may be costing your business more than you think. From wasted time and money to environmental damage, here’s what paper really costs—and how going digital with GoCanvas® can change everything.

  • $725/year per employee spent on printing
  • $20 to file a paper document
  • $120 to retrieve a misfiled document
  • $200+ to replace a lost document
  • $120 to retrieve a misfiled document
  • $200+ to replace a lost document
  • It takes 17 trees + 10,000 gallons of water to make 1 ton of paper.
  • Paper = 25% of landfill waste in the U.S.
  • 45% of printed documents are trashed within 24 hours.
  • 30% of print jobs are never picked up from the printer.
  • The U.S. has <5% of the global population but uses 30% of the world’s paper.
  • 1.8 hours/day are spent searching for documents.
  • 20% of the workweek is lost to paperwork searches.
  • 5% of paper documents are lost.
  • 3% of paper documents are misfiled.
  • Paper documents are copied 19 times on average.
  • Workers make 61 trips/week to the printer/copier.
  • Save on printing, filing, and storage costs.
  • Reduce errors by 60% with digital forms.
  • Boost productivity by 34%.
  • Enjoy instant access, sharing, and storage via the cloud.
  • Lower your environmental footprint.
  • Access stronger disaster recovery and business continuity.

📲 Ready to Cut Costs and Go Digital?

GoCanvas helps businesses eliminate paperwork, streamline workflows, and accurately capture data from the field—which means no more lost documents, delays, or manual re-entry.

👉 See how it works in action.

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