Data Collection

How to Resolve Field Issues Faster with GoCanvas Follow-Ups

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

How to Resolve Field Issues Faster with GoCanvas Follow-Ups

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

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

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

What Are Follow-Ups in GoCanvas?

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

Example:

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

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

Want to see how? Take a quick tour below!

4 Ways Follow-Ups Help You Resolve Issues Faster

1. Instant Task Assignment

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

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

–McKinsey & Co.

2. Built-In Accountability

Every Follow-Up includes:

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

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

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

 –Autodesk + FMI Report

3. One Centralized View

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

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

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

4. Transparent Reporting for Every Follow-Up

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

You can download a detailed report showing:

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

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

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

 –Construction Industry Institute + FMI Research

Use Cases: Where Follow-Ups Make a Big Difference

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

Ready to Streamline Your Field Issue Resolution?

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

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

REQUEST A DEMO
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About GoCanvas

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

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

Check out even more resources

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Real-Time Field Data Entry for Google Sheets

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

Real-Time Field Data Entry for Google Sheets

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

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

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

The Problem with Manual Data Re-entry

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

Some of the biggest issues field teams face include:

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

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

How GoCanvas Connects Your Forms to Google Sheets

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

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

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

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

Real-Time Visibility Without the Manual Work

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

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

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

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

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

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

Built for Field Services Teams

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

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

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

With GoCanvas + Google Sheets, field technicians can:

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

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

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

Start Automating Your Data Today

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

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

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About GoCanvas

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

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

Check out even more resources

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How Digital Tools Reduce Paper Waste in Field Work

Posted on by April Jones

How Digital Tools Reduce Paper Waste in Field Work

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

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

The Environmental Impact of Paper Waste in Field Work

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

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

How Digital Tools Reduce Paper Waste

1. Replace Paper Forms with Digital Forms

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

2. Real-Time Syncing and Reporting

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

3. Cloud Storage—No More Paper Shuffling

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

4. Automated Workflows

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

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

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

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

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

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About GoCanvas

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

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

Check out even more resources

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Empowering Business Growth: Jon Coley on GoCanvas Partnerships

Jon Coley on GoCanvas Partnerships
Posted on by April Jones

Empowering Business Growth: Jon Coley on GoCanvas Partnerships

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Image of Jon Coley, GoCanvas.

The Future of Digital Transformation Is Collaborative

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

Meet Jon Coley: A Leader Focused on Growth and Innovation

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

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

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

Why Partnerships Matter: A New Era of Business Growth

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

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

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

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

Two Ways to Partner with GoCanvas

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

1. Offer GoCanvas as a Standalone Solution

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

2. White-Label and Embed Our Technology

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

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

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

Why Businesses Love the SDK

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

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

Looking Ahead: Join the GoCanvas Partner Network

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

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

Now’s the Time to Explore Partnership Opportunities

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

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

TALK TO OUR PARTNER TEAM

About GoCanvas

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

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

Start Your Partnership With GoCanvas Today

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

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

Posted on by April Jones

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

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Avoid the Last-Minute Tax Crunch

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

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

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

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

Why Disorganized Financial Data Can Cost You

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

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

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

Stay Ahead with Real-Time Data Collection

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

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

Easily Manage Change Orders and Expenses

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

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

Free Up Your Admin Team to Focus on Growth

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

With GoCanvas, they can:

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

Avoid Payroll and Tax Filing Mistakes

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

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

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

Make Tax Season a Breeze: Go Digital with GoCanvas

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

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

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About GoCanvas

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

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

Check out even more resources

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

Book Your Demo

New Year, New Efficiency: 5 Ways GoCanvas Can Help You Dominate 2025

Posted on by lynne salie

New Year, New Efficiency: 5 Ways GoCanvas Can Help You Dominate 2025

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Is your field service team ready to thrive in the new year? Forget the old hassles of paperwork, delays, and inefficiencies—this year is all about working smarter, not harder.

With GoCanvas® in your toolkit, you’ll have the power to simplify your processes, save time, and grow your business. Let’s dive into five game-changing ways GoCanvas helps you hit the ground running in 2025.

1. Ditch the Paperwork: Go Mobile and Stay Connected

Fieldwork shouldn’t feel like dragging a filing cabinet around. With GoCanvas’s mobile-friendly forms, your team can capture real-time data anytime, anywhere—even offline. Whether you’re wrangling daily reports or work orders, everything’s digitized and ready when you are.

2. See the Big Picture: Centralized Dashboards at Your Fingertips

Say goodbye to siloed data and hello to total visibility. GoCanvas centralizes all your field data, making it easy to track, analyze, and act on insights. Now, your team is always on the same page (even if there’s no paper involved!).

3. Real-Time Updates: Keep Your Team in the Loop

In field service, speed and communication are everything. With GoCanvas’s dispatch feature and workflow, your team is always connected and ready to respond faster than ever.

4. Digital Documentation: Risk Less, Do More

Lost paperwork and compliance worries? Not this year, because GoCanvas digitizes your forms and boosts documentation with photo and video capture. This results in less stress, better records, and more time to focus on what matters.

5. Streamline Everything: Integrate Your Tools

Your tools should work for you, not the other way around. GoCanvas integrates with platforms like QuickBooks and Google Sheets, automating workflows and keeping your data in sync. That means less busywork and more productivity.

Pa(in)perwork

❌ Slow

❌ Frustrating

❌ Costly

Go Digital

Make the Switch

Real-Life Wins: How NAC Mechanical Services Transformed Its Workflow

NAC Mechanical Services, a full-service mechanical contractor specializing in HVAC systems, faced significant challenges with outdated paper processes that slowed things down. After adopting GoCanvas, NAC saw transformative results:

  • $405,000 in saved billable hours annually: With GoCanvas, NAC eliminated the need for technicians to make weekly paper form drop-offs at the office, freeing up an average of two hours per technician per week.
  • $47,940 in annual payroll processing savings: GoCanvas streamlined payroll processing, cutting down time and costs for NAC.
  • Improved customer satisfaction: Thanks to new, detailed digital forms, NAC’s customers now receive clear, transparent service breakdowns, strengthening trust and loyalty.

NAC’s story shows the real impact of going digital: saving time, reducing costs, and improving customer satisfaction.

Make 2025 Your Best Year Yet with GoCanvas

Efficiency, growth, and peace of mind are just a few clicks away. Start the year strong by simplifying your workflows, cutting costs, and keeping your team ahead of the curve.

Let’s make it happen:
👉 Request a demo now and discover how GoCanvas can help you dominate in 2025.
👉 Try GoCanvas for free—your best year yet is just one download away.

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About GoCanvas

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

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

Check out even more resources

Two people in an office looking at a tablet.

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VIP Lighting Gains Business Efficiencies with GoCanvas

VIP Lighting Gains Business Efficiencies with GoCanvas

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Industry: Electrical

HQ Location: Australia and New Zealand

Website: Visit Here

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Overview

Overview

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 adopting GoCanvas in 2018, VIP Lighting used two systems to manage different aspects of its technician and contractor network. One system dealt with the company’s team of franchisees in major metro locations, while the other provided work orders to a network of regional contractors.

The Problem

The Problem

There was no way to integrate VIP Lighting’s two systems, making it difficult and time-consuming to provide updates and reports to customers. Between the disparate systems and an outdated accounting package, the company realized it needed a change.

VIP Lighting spent 12 months trying to replace its existing systems with a new “off-the-shelf” system commonly used by electrical contractors. However, given the unique structure of the business and its pricing model, using the off-the-shelf system felt like the company was trying to fit a square peg into a round hole.

Some elements of the system worked, but others didn’t. VIP Lighting went on to try other systems, but none could provide the service and support required. In the end, significant time and money were spent on a failed solution, and the company needed a better alternative.

Highlights

550+

form submissions per week

110,000+

form submissions since 2018

50+

additional users added

TEST DRIVE GOCANVAS
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The Solution

The Solution

With GoCanvas, VIP Lighting is now able to integrate all aspects of its business. Here are some of the ways the VIP Lighting team is using the platform:

  • Its admin team uses the desktop version of GoCanvas to book all jobs for the company.
  • Its metro technicians use the GoCanvas mobile app as their main field software for completing assigned jobs.
  • Its regional contractors receive an email with PDF work orders built using a separate GoCanvas form.

“Since the GoCanvas system is both simple and flexible, we have also used it to create some custom apps and forms specific to certain customers. This customization has become a strong selling point, helping VIP Lighting stand out to potential customers,” explained VIP Lighting National Marketing Manager David Kell.

Moving the business processes over to GoCanvas has provided numerous benefits, including:

  • Reduced licensing costs for field software
  • Improved customer communication and relationships
  • Customization that helped attract new clients
  • Reduced administrative work for staff
  • Reduced paper usage and improved overall efficiency

Using Data as a Competitive Advantage

For VIP Lighting, one of the main appeals of shifting to GoCanvas was the ability to extract data using the open API.

In an increasingly competitive industry, the business found its reduced ability to provide reports and data to customers was a major weakness. VIP Lighting processes several hundred jobs each week for a large customer base, and the company was seeking a way to reduce the number of phone calls and emails from customers asking for job progress updates.

VIP Lighting engaged with GoCanvas, which facilitated the engagement of a preferred third party to develop an online client portal that publishes various key customer, job, and invoicing fields using the data feed collected within GoCanvas. This integration now plays an important role for VIP Lighting’s administration team and field technicians.

The client portal also features an invoicing element that allows completed GoCanvas submissions to be pushed into VIP Lighting’s new accounting system for invoicing. This is the first time in VIP Lighting’s 25-year history that all aspects of the business use a central system.

By leveraging the open API of GoCanvas, VIP Lighting is able to use data as a competitive advantage. By integrating the data collected, the company has successfully unlocked more efficient business processes.

Ready to Rethink How You Work?

GoCanvas has helped a variety of electrical businesses 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 kick-start your process revolution.

CONNECT WITH AN EXPERT

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The Ultimate SDK Checklist

Supercharge Your Software with GoCanvas: The Ultimate SDK Checklist

Choosing the right software development kit (SDK) can be a game changer for your
software solutions. This checklist will guide you through essential steps to ensure you select the perfect SDK and highlight how GoCanvas’s embedded mobile SDK can revolutionize field management applications.

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Steps to Choose the Right SDK

  • Identify Your Needs
  • Assess specific requirements for your software.
  • Determine necessary functionalities and features.
  • Decide Whether to Build or Buy
  • Build: Consider developing tools from scratch if you have extensive resources and time.
    • Pros: Full control over features and customization
    • Cons: Time-consuming; requires significant financial investment and long-term maintenance
  • Buy: Opt for an SDK to leverage pre-built functionalities and save time and costs.
    • Pros: Time efficiency, cost-effectiveness, and reliable support
    • Cons: Potential limitations in customization
  • Evaluate SDK Capabilities
  • Review the feature set and integration capabilities.
  • Ensure the SDK meets your technical and business needs.
  • Consider Time and Cost Efficiency
  • Analyze the development time and cost savings.
  • Opt for SDKs offering comprehensive features with minimal investment.
  • Check Reliability and Support
  • Look for detailed documentation and robust support.
  • Verify the provider’s reputation and reliability.
  • Ensure Security and Compliance
  • Confirm the SDK ensures data security and complies with industry standards.

Why GoCanvas Is Your Ideal Choice

For product leaders and decision-makers, GoCanvas offers a proven solution that adds value to software products by enhancing their capabilities with minimal effort. The benefits of choosing GoCanvas include:

  • Expertise and reliability: With years of experience in field management software, GoCanvas provides a reliable and tested Form Builder and PDF Designer with a mobile user experience that developers can trust.
  • Support and resources: GoCanvas offers extensive documentation, tutorials, and customer support, ensuring developers have the resources they need to succeed.
  • Future-proof solutions: GoCanvas continuously updates its mobile interface, Form Builder, PDF Designer, workflow engine, and other supporting components to incorporate new features and improvements, ensuring that your software remains competitive and up to date.

Integrating GoCanvas’s embedded mobile SDK can significantly enhance your software solutions, making them more efficient, cost-effective, and reliable. By leveraging GoCanvas’s comprehensive features and expert support, product leaders can ensure they provide top-tier tools for managing field workers, ultimately driving success and innovation in their industries.

For more information about GoCanvas’s embedded mobile SDK solution and to explore how it can meet your specific needs, visit our landing page or contact our sales team for a demo. Let GoCanvas help you take your field management software to the next level.

CONNECT WITH A GOCANVAS SDK EXPERT

Additional Resources

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Gown Your Business with GoCanvas Partner Program

Join our Partner Program and gain instant access to our global network of thought leaders and industry experts enjoying shared collaboration and collective success.

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Partner Snapshot: Forte Supply Chain Solutions

Explore how Forte Supply Chain Solutions partnered with GoCanvas, combining in-house industry expertise with our white-label mobile forms to revolutionize their processes.

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GoCanvas Integrations: Streamline your Workflow

Integrate with over 1,000 software applications. Enhance your GoCanvas experience by syncing real-time data to one or all of your business tools.

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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?

Highlights

  • 80+ GoCanvas forms
  • 67 users
  • 16,000 form submissions

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

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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.

CONNECT WITH AN EXPERT

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