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

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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.

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

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

Industry: Construction, Electric

HQ Location: Chattanooga, TN

Website: Visit Here

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Background

Service Electric Company, a longstanding industrial-commercial electrical contractor that has operated nationwide since 1945, faced increasing inefficiencies due to its outdated paper-based processes. Its technicians were burdened with completing and submitting paper forms—causing delays, lost paperwork, and hundreds of wasted hours—while office staff struggled with manual reporting. Recognizing the need for a change, Service Electric partnered with GoCanvas® to digitize its data management, streamline operations, and eliminate paper-related issues, ultimately leading to significant improvements in productivity and cost savings while unlocking the ability to generate real-time reports.

The Problem

The Problem

For a business like Service Electric, time is money—and every moment spent manually filling out paper forms or waiting for paperwork to be turned in is money left on the table. That’s why Service Electric began exploring solutions to speed up and streamline the daily cycle of assigning jobs and creating and submitting reports.

In addition to affecting technicians working on electrical transmissions and switchyards in the field, Service Electric’s paper-based processes were complicating the jobs of back-office staff. Manual reporting was causing the company to lose hundreds of hours to inefficiency, making it impossible to generate real-time reports. Tommy decided to look at digital solutions to replace his paperwork-heavy processes.

The Solution

The Solution

When GoCanvas first met Service Electric Risk Manager Wendy Nelson in 2010, the goal was to identify the biggest inefficiencies in the company’s processes and develop a success plan to boost productivity while cutting operational costs. GoCanvas worked with Wendy and her team to convert Service Electric’s most time-consuming paper-based processes into streamlined mobile forms—including safety test forms, crew surveys, work orders, and equipment check-in/checkout logs.

Once the success plan had been established, it was time to deploy the solution. The first step was for Service Electric to get its new GoCanvas mobile forms into the hands of the technicians who would be using them on a daily basis. This was a critical part of the process, as it positioned the company to get feedback that could be easily incorporated back into the platform using GoCanvas’s no-code, drag-and-drop app builder tool.

Once the testing phase was complete, Service Electric was ready to deploy its customized GoCanvas platform to its 300+ technicians across the U.S. From the beginning of the full rollout, the benefits were clear: Staff immediately noticed that reports were returned on time and without being lost or misplaced, while office managers celebrated their instant access to data. Since GoCanvas automatically transfers all data from technicians’ mobile devices to the office, there is literally no room for error.

The Outcomes

The Outcomes

Service Electric was one of the first large industrial-commercial electrical contractors to take the plunge and ditch the paper process it had in place since the 1940s, and its “leap of faith” has been handsomely rewarded. Since fully automating its field and back-office data management processes, Service Electric has seen a dramatic increase in business productivity and a substantial decrease in its operational costs, thanks in large part to the elimination of paper and paper-based inefficiencies.

With GoCanvas mobile forms, Service Electric saves almost $20,000 per year on the cost of paper alone! The cherry on top? The company was able to recognize a full return on its investment in GoCanvas within the first nine months of deployment.

Seven years later, Service Electric is generating an annual ROI of over $300,000 and regaining over 846 hours per year by going paperless!

Ready to Rethink How You Work?

GoCanvas has empowered electricians to transform their worksites and optimize project management, leading to significant cost savings. Why not make the same impact on your electrical projects? Reach out to one of our experts today to kick-start your process revolution.

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Boosting Accountability and Efficiency in Civil Construction: CEI’s Integral Shift

Boosting Accountability and Efficiency in Civil Construction: CEI’s Integral Shift

Industry: Civil Construction

HQ Location: Denver, CO

Website: Visit Here

Overview

Overview

CEI, a civil construction company, transformed its safety and compliance processes by implementing GoCanvas. Safety Manager Lynne Finley leveraged GoCanvas to streamline safety meetings, site audits, and incident reporting, resulting in improved accountability, communication, and efficiency across multiple job sites.

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Background

CEI specializes in civil construction projects such as roadways, waterways, and trolley systems. Lynne—who joined CEI June 2023—is responsible for managing safety, ensuring compliance, and fostering a culture of safety across the company. With a team that predominantly speaks Spanish, effective communication and proper documentation are critical to maintaining safety standards.

The Problem

The Problem

CEI faced challenges in maintaining accountability and ensuring consistent safety practices. Safety documentation was primarily paper-based, making it difficult to track compliance and hold employees accountable. Communication barriers due to language differences within the team further complicated safety management.

The Solution

The Solution

GoCanvas provided CEI with a solution to manage safety documentation and compliance. By using GoCanvas for daily safety meetings, site audits, and incident reporting, Lynne and her team could quickly access and submit necessary forms. The platform’s user-friendly interface allowed for easy adaptation, even among those less familiar with technology. GoCanvas also facilitated mobile access, enabling Lynne to perform her duties efficiently while on the go.

The Outcomes

The Outcomes

The implementation of GoCanvas led to the following significant improvements in CEI’s safety management:

  • Increased accountability: With instant access to submitted forms, Lynne could hold employees accountable in real time, ensuring safety protocols were consistently followed.
  • Improved communication: The standardized forms and processes in GoCanvas facilitated clearer communication and understanding among team members—despite the language barrier.
  • Efficiency gains: Mobile access and digital documentation reduced the time spent on administrative tasks, allowing Lynne to focus more on building a safety culture and conducting site audits.
  • Scalability and flexibility: The ability to customize forms and processes made it easier to adapt GoCanvas to CEI’s specific needs, enhancing overall usability and effectiveness.
  • Positive feedback and continuous improvement: The platform’s potential for further utilization—especially in reporting and analytics—promises continued improvements in safety management.

Ready to Rethink How You Work?

GoCanvas has helped a variety of construction companies 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.

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True Homes Streamlines Inspections & Increases Sales by $1M

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How Home Builder True Homes Streamlined Inspections & Increased Sales by $1M

Industry: Construction, Home Building

HQ Location: Monroe, NC

Website: Visit Here

The Problem

The Problem

True Homes, a North Caroline home builder, saw paper forms build up as they worked on four new homes per day. The main source of the pileup involved the inspection process at each construction site. The multi-page packets of paper that covered every section of the house could take hours to fill out at a time when the new homebuyer was eager for the entire process to be over. This led some homebuyers to become frustrated and dissatisfied, which eventually led to a decline in True Homes’ customer referral rate. 

On the back end, it was taking the staff in the office a minimum of 6 to 7 minutes to extract information for reporting purposes. And with over 45 project managers filling out 5 to 10 forms per day, this equated to an average of 450 hours per month spent on extracting data from paper forms. 

The Solution

The Solution

True Homes reached out to GoCanvas to begin the process of streamlining its entire walk-through inspection process. The senior mobile consultants at GoCanvas began working with the field operations manager at True Homes to develop a 117-question mobile inspection that included built-in scoring. The new mobile inspections, used on a mixture of iOS and Android devices, were pushed out to project managers of all ages and tech knowledge. While many embraced the new way of doing things on mobile devices, a few were resistant to change after many years of using paper. But after a couple weeks of using the new system, they realized that the benefits far outweighed the initial learning curve. 

The new mobile inspections helped project managers identify issues and quickly communicate these concerns to the vendors in order to have them corrected immediately. With GoCanvas mobile forms, the inspections could easily be broken down by the different areas of the home, include embedded site photos, and be quickly completed without dragging the homeowner through a 2- to 3-hour process. This streamlined inspection process led to issues being resolved before homeowners even realized something was wrong, which ultimately resulted in much happier customers. 

Ultimately this led to a 19% increase in referrals from customers in just 12 months.

450 HOURS

per month spent
on extracting data
from paper forms

19%

increase in customer
referral rate

$1M+

return on investment in 12 months

The Outcomes

The Outcomes

Since deploying GoCanvas to its project managers, True Homes has seen dramatic benefits to its business. Not only is the company collecting data faster, but staff members are also able to view real-time reports and dashboards via the database integration with Microsoft Power BI. GoCanvas’s connection with Zapier made the process of getting automatically collected data pushed out to BI systems hassle free, with no need for experienced developers. 

True Homes has also taken advantage of GoCanvas’s extensive list of project management features, including the folder functionality that allows clients in the construction industry to easily sort and organize the various types of mobile inspection forms they have created. This makes extracting information by location or home section a breeze, significantly reducing the 7 minutes it used to take to extract information from each paper inspection form. 

After going mobile with its inspection process, True Homes saw higher overall customer satisfaction, increased employee productivity, and improved data reporting. Ultimately, True Homes’s transition from paper to mobile yielded a $1M+ increase in sales within the first 12 months after the company deployed GoCanvas. 

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Expand Your Construction Business by Eliminating Rework

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Stop chasing your tail! Rework in construction means continuously correcting mistakes that shouldn’t have occurred in the first place. 

What Rework Is Costing You

  • The financial impact of rework in the U.S. is estimated to be over $177 billion annually.
  • Approximately 30% of overall construction work is actually rework. 
  • Rework costs construction projects an estimated 5% to9% of the total budget and extends timelines by 7.1%.

Why Does Rework Happen?

  • Planning and scheduling problems: Approximately 25% of all rework is related to scheduling issues
  • Unclear designs: Outdated or confusing plans lead to errors.
  • Construction errors: Inadequate training, plan misinterpretations, or budget pressures may cause faulty construction.
  • Material and equipment defects: Subpar materials or malfunctioning equipment trigger rework.
  • Fabrication issues: Faulty pre-fabricated components disrupt timelines.

Benefits of Doing It Right the First Time

  • Cut costs: Save up to 9% on project costs by eliminating rework. (ONE-KEY™ Blog)
  • Build trust: Delivering quality workmanship builds trust with clients, leading to positive referrals and long-term partnerships. (Essel Environmental)
  • Fuel business growth: Free up time and resources to focus on business growth and new opportunities. (Research Engineering Management)

Go From Reactive to Proactive with GoCanvas

Ditch slow and error-prone manual processes. GoCanvas helps eliminate rework by addressing several key areas:

  • Streamlined communication: A central platform supports real-time updates to eliminate communication errors and ensure everyone works with the latest plans.
  • Fewer data errors: Digital forms with pre-populated data, checklists, and validation rules minimize data entry errors compared to paper-based forms.
  • Standardized processes: Pre-built templates and workflows guarantee consistent task completion, reducing missed steps that lead to rework.
  • Enhanced field reporting: Mobile data capture enables timely and accurate reporting, eliminating rework due to missing information.
  • Proactive oversight: Real-time dashboards empower managers to identify potential issues early, preventing rework from snowballing.
  • Centralized documents: A single source of truth for project documents ensures everyone can access the latest versions, minimizing errors caused by outdated information.

Stop wasting time and money. Achieve zero rework with GoCanvas.

Don’t let the cycle of rework drain your resources and stretch your timelines. GoCanvas can transform your construction projects from standard to standout. Connect with us for a demo today, and learn how you can start paving your path to a future where every project is done right the first time. 

Recording: Next-Gen Project Management for Construction and The Trades

Next-Gen Project Management
for Construction and Trades

Overview:

In this session, we discussed GoCanvas’ latest product release, designed with the needs of construction and trade professionals in mind.

This on-demand webinar is not just about showcasing a new tool; it’s about reimagining how you work from the ground up.

Want to learn more about GoCanvas?
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Quality Control Inspections in Construction

Quality Control Inspections in Construction: Common Issues and Solutions

Infographic: Quality Control Inspections in Construction. Learn about the importance of software adoption for inspections.

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Text Version

Did you know only 31% of construction projects meet their original goals for cost, schedule, and quality? (1)

Causes of Quality Control Issues:

  • Worker: Labor shortage, lack of skills/training, unqualified personnel. Lack of motivation and shortcuts.
  • Equipment: Lack of maintenance, improper calibration, outdated technology, wear and tear, and lack of spares contribute to operational challenges.
  • Methods: Failure to follow procedures, conflicting requirements. Lack of clear communication, too relaxed or too rigid requirements.
  • Management: Poor planning, inadequate supervision, lack of fact-based decision-making. Unrealistic work schedules, poor communication, insufficient construction tools.

Importance of Quality Control Inspections:

  1. On-time project completion
  2. Hazard Identification
  3. Improved construction quality
  4. Sustainable construction sites

Don’t fall behind! The construction industry is slow in adopting digital technology, with only 25% of construction companies using digital project management tools. (2)

Benefits of Using Software for Quality Control Inspections:

  1. Efficient Operations: Execute work methodically and centralized data storage for streamlined management, minimizing errors.
  2. Mobile Accessibility: Conduct inspections on smartphones or tablets, storing data in the cloud.
  3. Real-Time Decision-Making: Make swift decisions through instant reporting, enabling efficient issue resolution and streamlined workflows.
  4. Enhanced Communications: Transmit information efficiently to multiple parties for transparency and visibility.

Fast ROI! Organizations that adopt quality management software experience an average reduction of 40% in defects and a 30% decrease in customer complaints. (3)

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. Our team of experts is here to customize a solution for your unique needs.

(1) Dodge Data & Analytics (2) McKinsey & Company (3) Capterra

Next-Gen Project Management for Construction and the Trades

ON-DEMAND WEBINAR

Next-Gen Project Management for Construction and the Trades

In this on-demand webinar, Josh Johnsen, General Manager of Jobsite Management, and Brent Nieder, VP of Product, revealed GoCanvas’ latest product release, designed with construction and trade professionals in mind. This recording is not just about showcasing a new tool; it’s about reimagining your work from the ground up.

This on-demand webinar addresses:

  • GoCanvas’ Latest Release: Discover cutting-edge features to transform your project management.
  • Go Beyond Digital Forms: Understand how to streamline workflow automation, integrate with your tools, and ensure industry-standard compliance.
  • Practical Applications: Discover how GoCanvas can be utilized in construction and trades through real-world scenarios and case studies.
  • Your Questions, Answered: Have your questions answered directly by experts and learn from the inquiries of peers.

Elevate your business with GoCanvas—fill out the form to access the recording.

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Penn Line Accelerates Turnaround Time by 80% with GoCanvas

Penn Line Accelerates Turnaround Time by 80% with GoCanvas

Industry: Construction Service

HQ Location: Scottdale, PA

Website: Visit Here

Overview

Overview

Situated in Scottdale, PA, Penn Line Service is a construction services company that has been operating for 80 years. It currently employs over 1,500 employees and generates over $250M annually. Some of Penn Line’s core capabilities include building commercial power and data systems, power line construction, erosion control, and guide rail installation.

Dave Cramer—project coordinator for the roadside, reclamation, and landscape division of Penn Line—has been with the company for seven years. He oversees the material planning and purchasing of the business unit, which generates over $80M in annual revenue.

Since discovering GoCanvas five years ago, Dave has been steadily improving process efficiencies at Penn Line—despite having no previous systems, networking, or applications experience. What started as a simple form build and creating some reference data files for a pilot project has evolved into real-time fieldwork visibility through GoCanvas’s integration with SmartSheet, while GoCanvas Analytics has shaved six hours a week off the team’s invoicing processes.

But what prompted Dave to adopt GoCanvas in the first place?

“With GoCanvas, we received material information within seconds, reducing our 10-14 day turnaround to a mere 72 hours.”

Icon of magnifying glass.

Background

Icon of magnifying glass.

Background

In 2017, Penn Line was awarded a state contract to replace the guardrails of 558 Pennsylvania bridges. This hefty project would take four years to complete and required Penn Line to adhere to stringent project guidelines, including:

  • Delivering accurate, legible, real-time summaries of work performed at each site
  • 72-hour turnaround for material certifications
  • Full supervisory oversight and customer visibility
  • Photo documentation of work performed
  • Details of additional work, safety exceptions, underground utilities, and property damage

The Problem

The Problem

Upon reviewing the company’s past projects, Dave discovered that Penn Line’s systems and processes had become outdated and would not be able to meet the requirements of the state contract. Most notably, site sheets were being handwritten and manually delivered to Penn Line headquarters.

This often resulted in:

  • Data being illegible or inaccurate
  • Important documents getting lost in transit
  • Significant delays and project bottlenecks
  • Poor internal and external oversight
  • Trouble issuing accurate and timely invoices

In order for Penn Line to comply with the project requirements, the company had to rethink the way it captured, transferred, and stored its site data.

The Solution

The Solution

Having heard of GoCanvas earlier in 2017, Dave reached out to our team with a plan to use the guardrail project as an opportunity to pilot the GoCanvas platform. The initial build was fairly simple, consisting only of the GoCanvas Form Builder, PDF Designer, and Reference Data tools.

Dave built a customized GoCanvas form to capture all the necessary data for Penn Line’s material certifications and used the pre-negotiated contract items to create four reference data files for tracking all materials used on site.

Moreover, using GoCanvas allowed the company to easily capture additional site data—like site conditions and unforeseen delays—to then be compiled into a simple PDF report within minutes.

The Outcomes

The Outcomes

Using GoCanvas, Penn Line revolutionized the way it worked, implementing:

  • Accurate, real-time summaries of work performed at each site
  • 72-hour turnaround for material certifications, a significant improvement over the previous 10 to 14 days
  • Improved supervisory and customer oversight, saving hundreds of thousands of dollars in erroneous invoicing
  • Customer signatures and photo documentation to verify completion of work
  • Records of additional work, site conditions, safety exceptions, underground utilities, and property damage

“With GoCanvas in place, we received material information within seconds of foremen submitting it on their mobile devices … reducing our 10- to 14-day turnaround for material certifications to a mere 72 hours,” said Dave.

With the GoCanvas pilot having gone so smoothly, Penn Line started looking at how it could further utilize GoCanvas to improve its operations.

Where Are They Now?

Since the initial project in 2017, Penn Line has grown its usage of GoCanvas to 80+ forms, 67 users, and 16,000 form submissions annually. The company now uses GoCanvas across all of its projects to capture daily site sheets, safety inspections, machinery operator checklists, damage records, and accident site logs.

After GoCanvas’s digital platform helped Penn Line move away from manually entering important information, the company began saving hundreds of thousands of dollars in erroneous invoicing and poor data management, improving efficiency by 80% with devices that employees already knew how to use.

Penn Line also increased the complexity of its GoCanvas build by incorporating extensions like Integrations and Analytics.

Improving Accident Site Logs with GoCanvas Integrations

A core aspect of Penn Line’s roadside, reclamation, and landscape division is repairing roadside damage caused by accidents. Prior to using GoCanvas Integrations, Penn Line supervisors would visit accident sites to manually record the damage and determine what materials, equipment, and traffic control measures would be needed for repairs.

Compiling these accident site logs would often take up a supervisor’s entire day. In most cases, logs were handwritten on site and rewritten at the office before being handed over to a foreman the following day.

Dave’s migration of the accident site logs to GoCanvas allowed supervisors to capture the GPS locations of sites, take photos, and record all necessary details without leaving the safety of their trucks. This alone saved countless hours of time by eliminating the need for handwritten site logs.

Next, the information was mapped through Zapier to Smartsheet, meaning accident site logs were now being sent to crews and state coordinators in real time and could be used as checklists to plan routes and avoid dual deployments. This enabled supervisors to track progress and manage their crews’ workloads.

“It’s imperative that we get our crews to these sites as efficiently as possible for the sake of productivity and safety,” said Dave. “Integrating GoCanvas with Smartsheet gives us everything we need. The power is in self-serve visibility at every level of work. The supervisor confirms damage, [then] captures the GPS position and the details that he needs without leaving the safety of his truck. The information is immediately routed, organized, and available for all stakeholders in real time on their mobile devices.”

“Conservatively speaking, this integration alone is saving us at least one to two hours of night work for each supervisor,” Dave went on. “With five supervisors, this equates to roughly 25 hours saved each week. It’s really hard to quantify the impact it’s had on crew organization, planning, routing, and execution, but it’s significant.”

Using GoCanvas Analytics to Improve Project Oversight and Invoicing

Up to this point, Penn Line had undergone a complete process revolution and was now operating more efficiently than ever before. However, maintaining oversight and managing the submission data of over 80 GoCanvas forms could be incredibly challenging, especially when invoicing customers.

Prior to implementing GoCanvas Analytics, Penn Line was manually pulling all projects’ submission data and compiling invoices on a weekly basis. Not only was this a very time-consuming process, it also allowed a lot of room for human error.

Using GoCanvas Analytics, Penn Line created a fully customized live view of all submission data, which included:

  • Daily supervisor reports of work accomplished
  • On-demand job recaps for customers
  • Aggregated executive dashboards pulling data from 27 different forms
  • Weekly reports detailing all project progress and productivity

To top it all off, Penn Line’s finance team now receives a weekly summary report containing all the information needed to invoice customers. The report automatically pulls data across all existing projects and allows the team to save over six hours on invoicing every week.

According to Dave, “Analytics is giving our AP team back six hours every single week. That doesn’t sound like a lot, but it’s almost a full day for one team member. Thanks to Analytics and a couple of other adjustments in tools and process, we are now able to reallocate one full-time employee to other under-resourced areas of the business.”

Ready to Rethink How You Work?

GoCanvas has helped a variety of businesses across multiple industries transform their jobsites and rethink their project management, ultimately saving them money. Why not do the same? Reach out to one of our experts today to kickstart your process revolution.

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The Definitive Guide to Eliminating Construction Paper Forms

The Definitive Guide to Eliminating Construction Paper Forms

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