3 Ways to Drive Cost-Efficiency with GoCanvas Integrations
This video series spotlights the top 3 integrations customers are using to accomplish more with less effort.
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Introduction
Take a look at how each integration operates, explore potential use-cases, and address the problems they solve.
Cloud Storage Integration
Maintain real-time system updates for informed teams, ensuring up-to-the-minute data availability and seamless collaboration.
Accounting Integration
Automate invoicing for faster billing turnaround and time-saving benefits, streamlining financial tasks.
Additional Resources
Integrate with 1,000+ software apps, syncing real-time data with your business tools, improving your capabilities.
Dispatch Integration
Trigger dispatch processes ensuring timely follow-up and actions, improving response times and workflow efficiency.
Ready To Get Started?
Boost your cost-efficiency by connecting GoCanvas with the business tools you’re already using. GoCanvas Integrations automates processes across your organization, reducing redundancy and bottlenecks. Contact one of our experts today to kickstart your process revolution.
Improving Your Operations with Field Service Management Software
Whether you have two or 200 employees, your business’ success depends on their hard work. Passionate, motivated team players are the difference between…
Should You Connect Field Service Management Software with QuickBooks?
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How the Best Field Services Businesses Use Mobile Apps
Mobility and field service: the talk has been happening forever. The idea that real-time information improves customer service and boosts technician productivity is changing…
Dispatching and scheduling inspections are key in construction, quality control, and fire safety. Inspection form templates help, but advanced technology’s where the action is. With advanced tech, you’re not just keeping pace—you’re setting the standard in your industry. Ditch the spreadsheets for smarter, tech-driven scheduling by using the right tools to quickly assign technicians, optimize location-based schedules, and get your project teams working in harmony.
Why Traditional Dispatch and Scheduling Methods Fall Short
Relying on outdated dispatch and scheduling methods is like using an old map in a changing city: You hit dead ends and waste time. Lack of real-time info makes adapting to changes tough, leading to delays and increased costs. Human error—like typos—can send teams to the wrong place and mess up the whole schedule, while poor coordination between teams can cause misunderstandings and throw off everyone’s day. But there’s room for a more efficient approach.
Why Streamline Technician Assignments?
Traditional methods mean you juggle paper schedules, endless calls, and manual job assignments, wasting time and increasing the chance for errors to creep in. Switching to a tech-driven approach streamlines these tasks on a dashboard, offering benefits like quick job matching, less admin hassle, and happier technicians.
In contrast to the manual mess, tech solutions cut down on human errors and inefficiencies. One missed call in a manual system can ruin a day’s work—but with digital tools, you get a more efficient and reliable system that eliminates common scheduling problems.
How Technology Makes Scheduling Easier
Scheduling tools like GoCanvas help you auto-assign jobs based on a tech’s skills, location, and current workload as if you have your own 24/7 digital dispatcher adjusting schedules in real time. If a job gets canceled or a tech calls in sick, the system reroutes and reassigns work to minimize disruption.
Benefits for the Construction and Fire Protection Industries
In fields like construction and fire protection, time is crucial. Using technology streamlines the inspection process, letting you do more in less time. Real-time info makes team coordination a breeze, cutting down on communication issues. The result is less time spent on admin and more focus on inspection quality and site safety.
Inspection Form Templates
Inspection form templates are game-changers for dispatch and scheduling. They act like blueprints that can be easily customized for each project to save time and reduce errors—and you can use the time you save from not having to create new forms from scratch to improve quality control or safety. The templates come with features that help you avoid common mistakes and easily sync with scheduling software, auto-filling the necessary info once you assign a job. The result? A smoother, more efficient process from start to finish.
Increased Productivity and Team Coordination
Tech-savvy scheduling ups productivity and reduces errors in compliance. In fact, a study by McKinsey found that digital tools boosted productivity by 25%, which translates to less paperwork stress and faster compliance checks. Benefits include:
Better margins
Faster document access
Fewer errors
Quicker approvals
Smooth team handoffs
All compliance docs are centralized for easy audits and teamwork.
Navigating Inspection Compliance With Tech-Driven Approaches
Scheduling software makes everything digital and searchable, keeping projects in compliance and inspection reports easy to find. Plus, GoCanvas comes with built-in inspection compliance checklists that align with industry standards. Digital tools also make real-time updates, so if regulations change, your teams can continue to meet—and even exceed—inspection compliance standards.
Save Time and Keep Projects on Track
GoCanvas ensures your teams are on the same page. The software helps teams manage inspection compliance by eliminating paperwork, templating forms, and decreasing overall admin time. With features like this, managers can catch issues early and communicate with field techs on the fly. Level up your inspection dispatch process site by signing up for a demo.
GoCanvas® is on a mission to simplify inspections and maximize compliance. Our intuitive platform takes care of the administrative tasks, freeing our customers to focus on what truly matters – safeguarding their people, protecting their equipment, and delivering exceptional quality to their customers.
Since 2008, thousands of companies have chosen GoCanvas as their go-to partner for seamless field operations.
Check out even more resources
How TE3CO Leverages Data Analytics to Unlock Business Potential
TE3CO provides mission-critical pressure relief technology and services to customers across the oil and gas industry. They employ a highly trained and capable workforce of field technicians and engineers. Before working with GoCanvas, TE3CO relied on spreadsheets and emails to manage their ticketing process but found the system time-consuming and difficult to track.
VIP Lighting Gains Business Efficiencies with GoCanvas
VIP Lighting is a retail lighting and electrical maintenance company that services retail chains across Australia and New Zealand. The business has been operating for 25 years and now services 10,000 retail sites across both countries. Prior to joining GoCanvas in 2018, the business had multiple systems running different aspects of their technician and contractor network.
Three HVAC Maintenance Checklists that will Reduce Errors and Grow Your Bottom Line
For HVAC technicians, so many errors within their daily tasks come from using outdated paper forms while completing a job. Using these HVAC inspection checklists will prevent issues before they happen, so your technicians can collect comprehensive and consistent data at every job.
5 Ways GoCanvas Analytics Enables Data-Driven Decision Making
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Today, market leaders know it’s not enough to access accurate and reliable data. No matter how in-depth, data is meaningless if you cannot effectively interpret it and generate valuable insights.
GoCanvas Analytics helps you turn data you’re already collecting into actionable insights that enable you to save time and money, increase safety and compliance, and improve your business processes.
Here’s how:
Automated data collection and analysis. GoCanvas Analytics removes the hassles of sifting through information by using already-collected data to visualize what’s happening throughout your business in real-time via easy-to-share reports and alerts.
A comprehensive data toolkit. When there’s a sudden spike in safety-related incidents, GoCanvas Analytics gives you the keys to successfully discover, interpret, and share new insights and knowledge. Having the right analytics tools in place enhances communications between teams and reduces administrative labor.
Automated email alerts and reports. Along with disseminating scheduled reports, GoCanvas Analytics can automatically send email alerts to anyone who needs them, ensuring everyone’s informed of data changes related to safety incidents, equipment maintenance, and workplace inspections.
Analytics tailored to your business needs. GoCanvas Analytics has the flexibility and functionality to evolve your data as you identify new problems to solve and questions to answer. You can toggle dashboard views to see historic quality control (QC) data, set alerts for active failures/issues, and even report on data to predict issues before they happen.
The ability to scale. Businesses need additional insight and reporting capabilities as they grow, and GoCanvas is designed to scale accordingly. Our adaptive dashboards, versatile reports, and analytics experts can help you collect and leverage data that’s critical to your business success.
Looking to take your data to the next level?
GoCanvas Analytics provides dynamic, comprehensive dashboards to help you keep tabs on your business in real-time. Request a demo to see how Analytics can work for you.
About Us
GoCanvas
Since 2008, GoCanvas has been the go-to for job site management and compliance in construction and manufacturing. We are on a mission to eliminate paperwork, streamline workflows, and become an indispensable tool for any business owner. Together with Device Magic, our customizable mobile forms solution delivers seamless simplicity and optimal productivity. See why our 4 million monthly users chose GoCanvas and unlock your potential with our user-friendly platform.
Simplify fire protection management and enjoy streamlined workflows. With Device Magic’s real-time data collection and reporting, ensure compliance and make quicker decisions for faster response to identified issues. Our form builder and GoCanvas partnership enable easy operation management from your mobile device. Enhance fire inspections, safety and compliance, and payments to achieve efficiency and protect your bottom line with Device Magic and GoCanvas.
How Digital Work Orders Impact Your Key Business Outcomes
Is your company still using paper sheets to manage work orders? The drawbacks of using paper forms are often hidden, making it difficult to understand the true impact of paper forms on a business…
Centurion is the largest heavy haulage provider in Australia. They deliver national supply chain solutions to the resources, energy, construction & retail sectors throughout Western Australia, Queensland & the Northern Territory…
Companies rely on collecting data in order to operate. In a fast-changing world, companies that focus on streamlining and improving their data collection processes will be able to do more. The good news is that it’s become easier than ever for businesses of all…
The Top 5 Issues—For HVAC Field Service Technicians
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If you’re looking to start a career as an HVAC field service technician, there are certain challenges to consider that are unique to this industry. While becoming a field service technician can be rewarding, it does come with certain disadvantages like any other career path.
The following checklist highlights some of the specific challenges that HVAC field service technicians face on the job:
1 Determining Who is Handling Each Project
When working with a team of technicians, it’s important to know who is assigned to each task and where they are at a given moment. For example, you might need assistance with a particular resource that another technician has, in which case you should know where this technician is and how to request this resource.
2 Tracking Task Progress
While collaborating with other technicians across multiple locations, it’s important to know the progress of each maintenance task. Customers will want to know that you and your teams are performing the services they need when they need them, which is why you need in-depth insight into your operations.
With the help of HVAC field service software, you’ll be able to determine exactly how far along you are with each project. You’ll also be able to provide customers with regular updates throughout, which will go a long way in keeping them satisfied.
3 Inefficient Communication
Another potential issue that can make operations inefficient and leave customers unhappy is insufficient communication. You need to be able to see customer requests and communicate them across your team. This will ensure that everyone is on the same page and enable faster response times, which emergencies demand. HVAC field service software could ultimately facilitate better communications with customers and service teams that help avoid any wasted time.
4 Prioritization of Tasks
Field service technicians need to know which tasks to perform first based on urgency. They also need to know what precautionary tasks to perform to improve the efficiency and safety of subsequent tasks.
The right HVAC field service technology will help you prioritize each task based on importance, making sure you and your teams always know which tasks to tackle and when.
5 Imprecise Scheduling
Often, field service technicians provide customers with a window of time in which they can respond to an emergency request. This imprecise scheduling could not only decrease the efficiency of job site operations, but it can also lead to increased operating costs and keep customers unhappy.
Automated scheduling using the right software could help establish precise appointments while reducing labor commitments and costs through automated dispatching.
Get the Help You Need with Reliable HVAC Field Service Software
These and other challenges are some of the most common in the HVAC industry. However, you can overcome them with dependable HVAC field service software from GoCanvas. Using GoCanvas, you can optimize operations through increased transparency, improved communication, and faster response times.
Since 2008, GoCanvas has been the go-to for job site management and compliance in construction and manufacturing. We are on a mission to eliminate paperwork, streamline workflows, and become an indispensable tool for any business owner. Together with Device Magic, our customizable mobile forms solution delivers seamless simplicity and optimal productivity. See why our 4 million monthly users chose GoCanvas and unlock your potential with our user-friendly platform.
Simplify fire protection management and enjoy streamlined workflows. With Device Magic’s real-time data collection and reporting, ensure compliance and make quicker decisions for faster response to identified issues. Our form builder and GoCanvas partnership enable easy operation management from your mobile device. Enhance fire inspections, safety and compliance, and payments to achieve efficiency and protect your bottom line with Device Magic and GoCanvas.
Improving Your Operations with Field Service Management Software
Whether you have two or 200 employees, your business’ success depends on their hard work. Passionate, motivated team players are the difference between…
Should You Connect Field Service Management Software with QuickBooks?
Field service management software has shown to increase productivity both for employees in the field and operations teams in the office. You may be wondering how field service…
How the Best Field Services Businesses Use Mobile Apps
Mobility and field service: the talk has been happening forever. The idea that real-time information improves customer service and boosts technician productivity is changing…
Although tools and technologies have evolved, the challenge of conducting thorough and error-free inspections that don’t consume your entire day remains. Traditional inspections often involve paper forms, manual checks, and heaps of data entry—a recipe for human error and wasted time. Miss one detail and your “unsinkable” project could hit an iceberg of its own, whether that’s failed compliance, safety risks, or operational delays.
The digital age offers a lifeboat—specifically, inspection reporting software. These ready-made forms are built to streamline data collection, making it efficient and nearly error-free. Whether you’re online or offline, in the office or in the field, you can collect data seamlessly and stay on course for compliance.
By ditching paper and pen for inspection reporting software, you’re not just updating your tools; you’re upgrading your entire toolbelt.
Why Use Inspection Reporting Software?
Nobody likes paperwork; it’s tedious and error-prone. Inspection management apps streamline the process by using predesigned templates to collect accurate data, with some fields auto-filled for convenience. Whether you’re offline at a remote construction site or managing a fleet across cities, the software saves your data locally and syncs it when you’re back online. Templates ensure consistent, reliable data collection regardless of location.
How Inspection Management Apps Benefit Your Role
Construction Supervisors: Time is gold, and construction inspection software helps you make the most of it by speeding up safety checks, cutting down on paperwork, and letting you focus on the build process. You get quick, accurate inspections that keep you on the right side of the law.
Quality Control Managers: Inspection reporting software is your new BFF. It standardizes data collection across sites so you can ditch the paper maze and zero in on quality.
Compliance Pros: Say goodbye to mistakes that could mess up compliance. Inspection management apps automate data collection, making following the rules a no-brainer.
Facility and Fleet Managers: Overseeing lots of assets? Inspection reporting software kills manual data entry, lowering error chances and making compliance checks a breeze.
Regardless of your role, digital form templates are not just a tool; they’re an ally in enhancing efficiency, maintaining accuracy, and meeting compliance needs.
The Impact of Form Templates on Compliance
Compliance is more than ticking boxes; it’s about quality and legal safety. Keeping up is tough, but inspection reporting software makes it easier by standardizing data collection and allowing you to ditch much of the paperwork and handwritten notes. Templates make sure you fill in all the blanks and tick all the boxes required by regulations, and also cut down on errors that could get you in legal trouble. By automating steps, inspection management apps nix common issues like missing or wrong data and lost files—they’re not just convenient, they’re vital for staying compliant, avoiding costly mistakes, and making your workflow smoother.
Real-World Examples of Inspection Reporting Software
Inspection reporting software is revolutionizing the way inspections are conducted across different industries. The following examples illustrate how inspection management apps are not just convenient but transformative in enhancing efficiency, accuracy, and compliance.
Construction Industry: A construction firm employing construction inspection software can significantly streamline on-site safety checks and compliance inspections. For instance, site managers can use mobile apps to quickly report issues—complete with photos and GPS locations—thereby speeding up response time and ensuring safety regulations are met. A study by Procore found that construction companies using inspection reporting software were able to reduce their project completion time by an average of 10%
Food Safety Inspections: Restaurants and food manufacturers using inspection management apps have witnessed a reduction in health violations. A study by the National Restaurant Association found that restaurants using inspection management apps had a 25% lower rate of health code violations. Apps standardize the inspection process, ensuring that critical health and safety checks are not overlooked and any violations are promptly addressed
Airline Maintenance Checks: Airlines using inspection reporting software can conduct thorough and efficient pre-flight checks. Inspection management apps enable pilots and ground staff to quickly report and address maintenance issues, ensuring aircraft safety and compliance with aviation regulations. Moreover, a study by the European Aviation Safety Agency (EASA) found that airlines using inspection management apps had a 20% lower rate of aircraft maintenance incidents
Real Estate Inspections: Real estate agents and property managers have benefitted from inspection management apps that allow them to conduct property assessments swiftly and accurately. A study by the National Association of Realtors (NAR) found that real estate agents using inspection management apps saved an average of two hours per inspection. Features like photo attachments and digital signatures make it easier to document the condition of a property and ensure tenant-landlord transparency.
In addition to these specific examples, inspection management apps also help improve compliance by:
Providing clear and concise instructions for completing forms
Ensuring all required information is collected accurately
Preventing errors via automatic data validation
Offering a secure and auditable method for data collection and storage
By improving compliance, inspection reporting software helps organizations evade fines and legal issues while safeguarding their reputations.
Elevate Your Field Operations With GoCanvas
GoCanvas keeps you in the loop with real-time updates on work orders and tasks that let you spot problems fast and chat with field techs without missing a beat. Want to supercharge your inspection dispatch game? Check out a GoCanvas demo.
GoCanvas® is on a mission to simplify inspections and maximize compliance. Our intuitive platform takes care of the administrative tasks, freeing our customers to focus on what truly matters – safeguarding their people, protecting their equipment, and delivering exceptional quality to their customers.
Since 2008, thousands of companies have chosen GoCanvas as their go-to partner for seamless field operations.
Check out even more resources
How TE3CO Leverages Data Analytics to Unlock Business Potential
TE3CO provides mission-critical pressure relief technology and services to customers across the oil and gas industry. They employ a highly trained and capable workforce of field technicians and engineers. Before working with GoCanvas, TE3CO relied on spreadsheets and emails to manage their ticketing process but found the system time-consuming and difficult to track.
VIP Lighting Gains Business Efficiencies with GoCanvas
VIP Lighting is a retail lighting and electrical maintenance company that services retail chains across Australia and New Zealand. The business has been operating for 25 years and now services 10,000 retail sites across both countries. Prior to joining GoCanvas in 2018, the business had multiple systems running different aspects of their technician and contractor network.
Three HVAC Maintenance Checklists that will Reduce Errors and Grow Your Bottom Line
For HVAC technicians, so many errors within their daily tasks come from using outdated paper forms while completing a job. Using these HVAC inspection checklists will prevent issues before they happen, so your technicians can collect comprehensive and consistent data at every job.
Smart Form Routing: Optimize Efficiency and Oversight
Webinar Overview:
In this webinar, product experts Anna Fisher and Lauren Sunday will demonstrate how to automate seamless handoffs and see where everything stands using conditional workflows, dispatch, and Work Hub.
How Digital Work Orders Impact Your Key Business Outcomes
Is your company still using paper sheets to manage work orders? The drawbacks of using paper forms are often hidden, making it difficult to understand the true impact of paper forms on a business…
Centurion is the largest heavy haulage provider in Australia. They deliver national supply chain solutions to the resources, energy, construction & retail sectors throughout Western Australia, Queensland & the Northern Territory…
Companies rely on collecting data in order to operate. In a fast-changing world, companies that focus on streamlining and improving their data collection processes will be able to do more. The good news is that it’s become easier than ever for businesses of all…
Remember the days of navigating unfamiliar roads with a paper map or a printout from Mapquest? It got the job done but was cumbersome, easy to take a wrong turn, and downright inefficient at times. Now, we have GPS—smart, fast, and far less error-prone. In the same way, it’s time to ask why so many businesses still rely on manual work orders and maintenance schedules when digital field operations and inspection platforms offer a ‘GPS-like’ upgrade.
If the answer is “because that’s how we’ve always done it,” it’s high time we consider a tech upgrade for work tasks. Sticking to old methods can slow down projects, create room for errors, and make everything harder to manage—even if you think it’s fast enough for your business. So, let’s dig into why digitizing your process for work orders and maintenance is the update you didn’t know you needed.
The traditional approach: Manual work and communication
Manual work orders have been the go-to method for organizing maintenance tasks and scheduling work for years. You know the drill: someone jots down the details on a piece of paper, hands it off to the next person, and so on until it reaches the correct person (hopefully!) It’s simple, but let’s be real—it’s also outdated.
The issues with this approach are many. First off, it’s inefficient. Passing around physical documents is time-consuming, and papers can get lost under the passenger seat of your truck or damaged on a job site. You’re also relying on everyone to be where they need to be to keep things moving, and that’s not always a guarantee.
Then there’s human error. Mistakes in a written work order can range from poor handwriting to incorrect details, and these errors can cause larger problems down the line. Even if the paper makes it to the right person, there’s a chance they might misinterpret what’s written.
Communication is often stuck in the past. With manual methods, important information often ends up buried in a filing cabinet, outdated and forgotten. This lack of accessibility makes it hard to keep everyone in the loop and stalls the entire operation.
The whole process can only move as quickly as the slowest person in the chain of communication. Even if your crew did the job well, you still need to get paid on time. And if someone didn’t correctly capture or hand over important details for the invoice, you’re losing days (if not weeks) waiting to get paid.
The modern solution: field operations and inspection platforms and their benefits
Jumping from paper to digital for work orders is like going from a flip phone to a smartphone. You wonder how you ever managed without it. Field operations and inspection platforms offer four solid benefits when managing work orders and maintenance management:
Efficient allocation of resources
Minimize human error
Enhanced communication and collaboration
Faster response times
Efficient allocation of resources
Field operations and inspection platforms make resource allocation easy. Instead of manually sorting through spreadsheets or paper notes to match tasks with available staff and equipment, the software does it for you. It considers real-time variables like worker availability, equipment status, and location. The workflows and automation save you time and ensure the right people and the right tools are matched with the right job. Ultimately, this means fewer idle hands and less wasted time, leading to a more efficient operation overall.
Minimized human error
Digitizing the work order process also reduces human errors. Instead of scribbled notes and lost forms, everything’s digital and organized. There are no more guessing games or missing info. Automated systems keep track of tasks, schedules, and resources. They can even flag inconsistencies before they become problems. The result is fewer slip-ups, less wasted time, and more reliable work. It’s a win-win for everyone involved.
Enhanced communication and collaboration
Field operations and inspection solutions boost communication and teamwork in managing work orders and maintenance requests. Everything’s in one place, accessible to all team members. No more chasing down emails or hunting for paper forms. When a task changes or gets completed, the system updates in real-time. Team members get instant notifications, keeping everyone on the same page. It speeds up decision-making and makes sure everyone knows what’s going on. Bottom line: less confusion, more collaboration.
Faster response time
Digital, field operations and inspection platforms supercharge response times in work orders and maintenance. Gone are the days of sifting through paperwork or waiting for approvals. Automated workflows immediately alert the right people when a new work order occurs, or changes happen. They can even prioritize tasks so the urgent stuff gets done first. This speed-up means problems get fixed faster, keeping downtime to a minimum. It’s like having your own pit crew for maintenance tasks.
Why the shift to digital work orders is necessary
The shift to field operations and inspection management solutions and automation in work orders isn’t just a nice-to-have; it’s becoming a must. Why? The business landscape is more competitive than ever. Companies that stick to old ways risk falling behind—both functionally and reputationally. Automation isn’t just about tech; it’s a strategy to stay agile and efficient. It’s about running a modern business that’s capable of scaling and working with the big players.
Field operations and inspection management platforms help businesses adapt to market changes, customer demands, and even global crises like pandemics. Plus, workforce members, potential business partners, and customers increasingly expect digital solutions. So, this shift isn’t just necessary—it’s inevitable for staying ahead.
GoCanvas Makes The Shift Easy
Switching to a streamlined field operations and inspection platform for work orders and maintenance management doesn’t have to be a headache. GoCanvas makes it easy. First off, say goodbye to manual paperwork and data entry. Changing this alone can free up to 40% of the time spent on administrative work. Plus, GoCanvas offers an easy-to-use platform that streamlines the process of creating, assigning, and tracking work orders. That means your field techs can focus more on the work that pays. If you want to keep tabs on how things are going, GoCanvas gives you real-time insights into work orders and maintenance tasks. Managers can spot issues early and chat with field techs without missing a beat. Ready to make the shift?Book a free GoCanvas demo and kickstart your site management transformation.
GoCanvas® is on a mission to simplify inspections and maximize compliance. Our intuitive platform takes care of the administrative tasks, freeing our customers to focus on what truly matters – safeguarding their people, protecting their equipment, and delivering exceptional quality to their customers.
Since 2008, thousands of companies have chosen GoCanvas as their go-to partner for seamless field operations.
Check out even more resources
How TE3CO Leverages Data Analytics to Unlock Business Potential
TE3CO provides mission-critical pressure relief technology and services to customers across the oil and gas industry. They employ a highly trained and capable workforce of field technicians and engineers. Before working with GoCanvas, TE3CO relied on spreadsheets and emails to manage their ticketing process but found the system time-consuming and difficult to track.
VIP Lighting Gains Business Efficiencies with GoCanvas
VIP Lighting is a retail lighting and electrical maintenance company that services retail chains across Australia and New Zealand. The business has been operating for 25 years and now services 10,000 retail sites across both countries. Prior to joining GoCanvas in 2018, the business had multiple systems running different aspects of their technician and contractor network.
Three HVAC Maintenance Checklists that will Reduce Errors and Grow Your Bottom Line
For HVAC technicians, so many errors within their daily tasks come from using outdated paper forms while completing a job. Using these HVAC inspection checklists will prevent issues before they happen, so your technicians can collect comprehensive and consistent data at every job.
Smart Form Routing: Optimize Efficiency and Oversight
Share:
Keep your teams and projects moving, without the administrative overhead.
In this webinar, product experts Anna Fisher and Lauren Sunday will demonstrate how to automate seamless handoffs and see where everything stands using conditional workflows, dispatch, and Work Hub.
Streamline processes with clear actions and owners.
Balance resources by avoiding bottlenecks and downtime.
Gain real-time oversight of your projects, from start to finish.
From work orders and inspection failures to expense reporting, these features and functions are game-changers when it comes to optimizing your digital efficiency gains.
Check out even more resources
How Digital Work Orders Impact Your Key Business Outcomes
Is your company still using paper sheets to manage work orders? The drawbacks of using paper forms are often hidden, making it difficult to understand the true impact of paper forms on a business...
Centurion is the largest heavy haulage provider in Australia. They deliver national supply chain solutions to the resources, energy, construction & retail sectors throughout Western Australia, Queensland & the Northern Territory...
Companies rely on collecting data in order to operate. In a fast-changing world, companies that focus on streamlining and improving their data collection processes will be able to do more. The good news is that it’s become easier than ever for businesses of all...
In this video series, you’ll learn how 3 key automation features – Counts and Summaries, Dependent Reference Data, and Conditional Email Alerts – work together to improve operational speed, accuracy, and transparency across the field and office.
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Introduction
This video provides an overview of each feature, including what it does, possible use-cases, and the problems it solves.
Conditional Email Alerts
Trigger emails with specific subject lines and recipients with Conditional Email Alerts to keep projects moving.
Counts and Summaries
Auto-calculate pass/fail rates, grades, and more, with Counts & Summaries to reduce errors and action next steps.
Feature Recap Video
This video gives a recap of the efficiency that can be gained when you incorporate automation into your process.
Dependent Reference Data
Take the guesswork out of form fills by auto-populating lists based on filters with Dependent Reference Data.
Ready To Get Started?
GoCanvas has helped a variety of businesses across multiple industries transform their safety processes and rethink their efficiency, ultimately saving them money. Why not do the same? Reach out to one of our experts today to kickstart your process revolution.
How Digital Work Orders Impact Your Key Business Outcomes
Is your company still using paper sheets to manage work orders? The drawbacks of using paper forms are often hidden, making it difficult to understand the true impact of paper forms on a business…
Centurion is the largest heavy haulage provider in Australia. They deliver national supply chain solutions to the resources, energy, construction & retail sectors throughout Western Australia, Queensland & the Northern Territory…
Companies rely on collecting data in order to operate. In a fast-changing world, companies that focus on streamlining and improving their data collection processes will be able to do more. The good news is that it’s become easier than ever for businesses of all…
Transform Your Field Services Business with GoCanvas
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Streamline Productivity and Efficiency
GoCanvas provides a field service software solution that streamlines productivity and efficiency, so more work can be completed to generate more revenue, data can be analyzed, and time can be saved.
Reduce the risk of technical errors, lost paperwork, and typos by digitizing your paper maintenance agreements.
Generate customer-focused inspections and work orders to deliver accurate, near-real-time information.
Enable your operations to grow revenue with easy-to-use and customizable invoicing templates.
Forms Built for Your Processes
Make it easy for field teams to collect field data on job histories, equipment, and assets, and how long a job takes, so you get detailed info for analysis and action. GoCanvas’ online forms give you one place to connect your extended supply chain, including field techs, contractors, vendors, service providers, help desk, and central administrative operations.
Estimates – Work Orders – Invoices
Use our estimation app to make an accurate estimate of the financial breakdown of each project for your client
Once the estimate is completed, compile all of the job details into a work order form
Then invoice the client right from your mobile device or tablet
Installation Report
Increase and ensure the quality of work and customer satisfaction
Get near real-time analytics of jobs being completed
Streamline installation processes all from a mobile device or tablet
Maintenance Agreement
Reduce time spent waiting for the customer’s approval
Ensure agreements and information is documented and kept on file in case ever needed
Ready to Rethink How You Work?
GoCanvas has helped a variety of businesses across multiple industries transform their safety processes and rethink their efficiency, ultimately saving them money. Why not do the same? Reach out to one of our experts today to kickstart your process revolution.
Since 2008, GoCanvas has been the go-to for job site management and compliance in construction and manufacturing. We are on a mission to eliminate paperwork, streamline workflows, and become an indispensable tool for any business owner. Together with Device Magic, our customizable mobile forms solution delivers seamless simplicity and optimal productivity. See why our 4 million monthly users chose GoCanvas and unlock your potential with our user-friendly platform.
Simplify fire protection management and enjoy streamlined workflows. With Device Magic’s real-time data collection and reporting, ensure compliance and make quicker decisions for faster response to identified issues. Our form builder and GoCanvas partnership enable easy operation management from your mobile device. Enhance fire inspections, safety and compliance, and payments to achieve efficiency and protect your bottom line with Device Magic and GoCanvas.
Improving Your Operations with Field Service Management Software
Whether you have two or 200 employees, your business’ success depends on their hard work. Passionate, motivated team players are the difference between…
Should You Connect Field Service Management Software with QuickBooks?
Field service management software has shown to increase productivity both for employees in the field and operations teams in the office. You may be wondering how field service…
How the Best Field Services Businesses Use Mobile Apps
Mobility and field service: the talk has been happening forever. The idea that real-time information improves customer service and boosts technician productivity is changing…