VIP Lighting Gains Business Efficiencies with GoCanvas

VIP Lighting Gains Business Efficiencies with GoCanvas

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 Between the disparate systems and an outdated accounting package, the company realized it needed a change.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.

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

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.

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10 Must-Have Features in a Digital Work Order System for Electricians

10 Must-Have Features in a Digital Work Order System for Electricians

As an electrician, managing your workflow efficiently is crucial to keeping jobs organized, customers happy, and a steady cash flow. A powerful digital work order system can eliminate the hassle of paperwork, reduce errors, and speed up your entire process from start to finish. But not all systems are created equal—it’s important to find one that fits the unique needs of your business.

Below, we’ve outlined the 10 must-have features to look for when choosing a digital work order system that will help you stay on top of your game and grow your business.

  • Customizable Forms: the best systems allow you to create and modify work order templates, invoices, and forms to fit your specific business needs. With customizable forms, you can ensure the data you collect is relevant, accurate, and tailored to your workflow.
  • Real-Time Updates and Job Tracking: keep every job on schedule with real-time updates and GPS tracking. Knowing where your team is and seeing the status of each work order in real time ensures that projects are completed efficiently and on schedule, improving coordination across the board.
  • Mobile Access and Offline Functionality: your team needs the flexibility to manage work orders from the field. A mobile-friendly system lets you create, update, and send work orders right from your mobile device. Even better, an offline mode ensures you can keep working in areas with poor connectivity.
  • Photo Capture and Annotation: documenting job progress is crucial for both internal records and client communication. With photo capture and annotation capabilities, you can easily upload photos of completed work or issues that arise and add notes directly to the images for better clarity.
  • Digital Work Orders and Invoicing: go paperless with digital work orders and invoicing. A streamlined system allows you to create, manage, and send work orders and invoices digitally, speeding up billing cycles and reducing the chances of lost paperwork or errors.
  • Dispatch and Workflow Management: keep your team organized with efficient dispatching and workflow management. The ability to assign and reassign tasks on the go ensures that nothing falls through the cracks and every job is handled smoothly from start to finish.
  • Integrated GPS Tracking: optimize your scheduling and dispatch with integrated GPS tracking. Knowing the location of your technicians allows you to coordinate jobs more efficiently and ensure timely arrivals, saving you time and fuel costs.
  • Automation for Repetitive Tasks: automate repetitive tasks like scheduling, report generation, and billing. With automation, your team can spend less time on administrative work and more time focusing on the job at hand, reducing manual errors and improving overall efficiency.
  • Data Security and Compliance: keeping your business and client data secure is essential. Choose a system that ensures sensitive information is protected with top-notch security protocols and compliance with industry standards, reducing the risk of breaches and legal issues
  • Seamless Integration with Other Tools: a great digital work order system doesn’t work in isolation. Look for a solution that integrates seamlessly with your existing software and platforms, allowing for a unified workflow that enhances communication and collaboration across your team.

So, you might be asking yourself, what would a real-world application of a digital work order system for electricians look like?

Imagine you get a large commercial electrical contract that requires installation and maintenance across multiple sites. One thing’s for sure: You and your team will need to stay organized and communicate effectively to avoid delays and errors.

Using custom digital work orders, you can ensure you capture the same details for every task at every jobsite (including installation, testing, troubleshooting, and photos and videos, if needed).

All dispatched/scheduled technicians can document progress at different stages, directly annotating photos and sharing everything with you or the project manager for faster decision-making in real time.

Throughout the entire project, the office, the field, and the customer will all be aligned, and you’ll soon be congratulating yourself on a job well done.

Why consider GoCanvas for handling work orders?

GoCanvas® makes managing electrical work orders easy and efficient, offering all the features you need to streamline your workflow. From real-time updates and GPS tracking to customizable digital forms and automated invoicing, GoCanvas empowers electricians to get the job done faster and more accurately—and without drowning in paperwork.

With GoCanvas, you can customize your entire workflow, send invoices directly from the field, and keep your team in sync with live job updates, all while ensuring the security of your business and client data.

Ready to simplify your operations and grow your business? Book a demo today to see how GoCanvas can transform your work order process and keep your jobsites running smoothly.

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Overcoming Electrical Jobsite Challenges: The Power of Going Digital

Overcoming Electrical Jobsite Challenges:
The Power of Going Digital

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Managing electrical jobsites comes with a unique set of challenges—from endless paperwork and communication breakdowns to delayed payments and safety risks. These issues not only hinder productivity but can also impact your bottom line.

As jobsites grow more complex, traditional methods of management are proving increasingly insufficient, leading to frustration, inefficiency, and costly mistakes.

75% of electricians report spending too much time on paperwork and administrative tasks. (McKinsey & Company)

68% of customers cite delays and communication issues as the main reasons for dissatisfaction. (JD Power)

Many electricians face challenges with slow invoicing processes, leading to cash flow issues and operational delays.

Electrical jobsites often experience accidents due to poor documentation and communication. Improving these areas is crucial for enhancing jobsite safety.

Save an average of two hours per day by automating administrative tasks. (2020 In(Sight) Report)

Improve dispatch efficiency with real-time GPS tracking. Unlock a 10% to 20% reduction in fuel costs through optimized route planning. (Fuel Express)

Capturing and annotating photos directly in an app can significantly enhance communication with clients and improve inspection accuracy.

Customizable forms allow for precise data collection and compliance, significantly reducing errors compared to manual entry.

Reduce safety risks by ensuring accurate, real-time documentation of inspections and work orders. Decrease jobsite accidents by 26% through better communication and documentation. (CLEAR)

Users report an average productivity increase of 34%.

Users save an average of $52,250 on annual administrative costs.

90% of users report improved customer satisfaction.

Users report a 25% reduction in jobsite accidents.

Why Choose GoCanvas?

GoCanvas is the go-to app for electricians, designed to streamline workflows and reduce errors to ensure efficient jobsite management. Trusted by thousands of electricians, it offers scalable growth to match your business needs and provides 24/7 support from a dedicated team. With real-time updates, customizable forms, and seamless communication, GoCanvas empowers you to overcome common jobsite challenges, enhance safety, and boost your bottom line.

Ready to boost your efficiency, enhance safety, and cut down on paperwork? Get started with GoCanvas today.

[Schedule a Demo


Sources:

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

Icon of magnifying glass.

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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Top 5 Ways Electricians Can Boost Efficiency with Digital Tools

Top 5 Ways Electricians Can
Boost Efficiency with Digital Tools

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Staying competitive as an electrician means working efficiently. Whether you’re managing multiple jobsites, coordinating with teams, or dealing with paperwork, finding ways to streamline operations can significantly impact your bottom line. Digital tools like GoCanvas are changing the way electricians work, making it easier to manage tasks, conduct electrical inspections, and speed up payment processes—and now is the time to make the switch. Here are five ways digital tools can help boost efficiency for electricians.

1. Keep Jobsites Running Smoothly

Managing several jobsites can feel overwhelming, especially with paper-based systems. Digital tools like GoCanvas centralize all jobsite information within an electrical management system, making it easier to track work orders, inspections, and maintenance schedules. With real-time data access, every jobsite can stay on track, reducing delays and improving customer satisfaction.

Electricians using GoCanvas have reported a 34% boost in productivity thanks to these centralized management capabilities. Other industries have seen similar benefits, with companies reporting a 15% increase in productive hours after adopting mobile digital tools​ (McKinsey & Company). According to Dave Cramer, project coordinator at Penn Line, “With GoCanvas, we received inspection information instantly, reducing our 14-day turnaround to 72 hours.”

2. Automate Routine Tasks to Save Time

Repetitive tasks like filling out daily reports, timesheets, and RFIs can eat up your time. Digital tools can automate these workflows, letting you focus on critical responsibilities such as electrical testing. GoCanvas’s customizable forms and templates ensure that routine tasks are completed accurately and efficiently, reducing errors and rework.

Digitizing tasks like customer management and billing has cut process costs by 20% for many companies, freeing up time and improving customer satisfaction​ (McKinsey & Company). As noted by Alberto Bernasconi, ICT group manager at RF Celada, “What used to take 10 minutes now takes one minute and has more information, more statistics, and is more accurate.”

3. Improve Communication and Coordination

Clear communication is key to any successful project, so digital tools like GoCanvas help electricians, office staff, and clients stay connected with real-time updates and instant messaging. Whether you’re scheduling an electrical inspection or updating a work order, everyone stays in the loop.

Service Electric reported a significant improvement in coordination after switching to GoCanvas, cutting a 10-minute task down to just one minute. This level of efficiency is increasingly vital as the industry integrates smarter technologies. For instance, smart grids and buildings are transforming how electrical systems are managed, offering better energy efficiency and resource management that facilitates more effective predictive maintenance and electrical testing​ (IAEI Magazine).

Pa(in)perwork

❌ Slow

❌ Frustrating

❌ Costly

Go Digital

4. Get Paid Faster and Improve Cash Flow

Delays in billing and payments are a common issue in the electrical industry. With this in mind, digital tools have been created to streamline the invoicing process, making it quicker and easier to send out and track payments. GoCanvas helps electricians reduce the time it takes to get paid, ensuring better cash flow and minimizing delays.

Electricians using GoCanvas have saved 845 hours annually on payroll data entry alone, speeding up payment cycles and reducing delays​ (WebFX). In addition to lowering costs, automating back-office tasks like billing improves customer satisfaction by simplifying administrative tasks​ (McKinsey & Company).

5. Ensure Accurate Data and Reporting

Mistakes in data entry can lead to costly issues down the line. That’s why digital tools automate data collection and reporting, providing accurate, real-time information that supports better decision-making. GoCanvas’s reporting tools help ensure that electrical testing and safety inspections are done precisely, preventing issues before they arise.

Smart technologies and the Internet of Things enable real-time monitoring and predictive maintenance, further enhancing the accuracy and efficiency of electrical work. This shift toward automated, data-driven processes is improving overall project outcomes and safety compliance during electrical inspections and testing​ (IAEI Magazine)​ (McKinsey & Company).

Conclusion: In today’s market, digital tools are essential for electricians who want to stay competitive. By using tools like GoCanvas to streamline jobsite management, automate routine tasks, improve communication, speed up billing, and ensure data accuracy, electricians can keep their businesses running smoothly and efficiently. Ready to see how GoCanvas can make a difference? Schedule a demo today or explore the Electricians Landing Page for more information.

About GoCanvas

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

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

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Man inputting digital work order into a tablet from a work site.

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3 Mobile Features that Every Field Service Company Needs to Succeed

3 Mobile Features that Every Field Service Company Needs to Succeed

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Tool box and mobile apps

There are many factors that go into making a field service company successful. But one of the biggest contributors in determining the success of a business, field service or not, is the quality of the company’s daily data collection process. If a company is not adequately able to collect, share and analyze the data from their jobs in a timely manner, it’s very likely that they’re not able to make data-informed decisions versus a company who has real-time information available. This inability to make informed, real-time decisions can negatively affect a company’s bottom line and become a huge anchor to a Field Service company’s potential productivity and overall efficiency.

One reason more small and medium-sized businesses are moving away from paper-based data collecting is because the cost of implementing technology has become so low. Smart phones and tablets can now be easily purchased for under $100, and software like GoCanvas can turn these devices into mobile platforms capable of doing more than just simple data collection.

GoCanvas appBy deploying smart devices with a mobile platform like GoCanvas, you are instantly transforming your data collection process into something that is fluid and dynamic. Forms can now be completed accurately and in less time with the assistance of integrated customer, parts, and material lists. Documentation like photos, GPS, and Time Stamps can now be captured without the need to carry around expensive pieces of equipment. And all this information is now able to be centrally captured from your mobile device, compiled into a custom PDF report, and shared instantly with the client and office.

The GoCanvas platform is the foundation for increasing efficiency within your business, but below are the ways that Field Service companies can significantly benefit.

While going paperless is a great first step in improving your daily data collection processes, there are specific features that can help your business gain maximum efficiency. Take a look below at how you can customize your GoCanvas mobile forms to increase productivity within your Field Service business.

Credit card and smart device

#1 – Mobile Payments: A majority of Field Service companies want or have the need to collect on-site payments from the clients they are servicing. By doing this, you’re ensuring on-time payment and avoiding the anguish of having to track down clients who never pay. With GoCanvas and its partnership with Square, you can easily setup and capture payments with your mobile forms with a few simple clicks and a swipe. No more having to worry about lost, missing, or late payments! Say goodbye to waiting weeks for payment! With Square and GoCanvas, collecting payments is as easy as a swipe of a credit card.

#2 – Reference Data: What can speed up, as well as increase the accuracy, of filling out Field Service forms? Integrated data lists! With Reference Data, you are able to take the data that resides in the spreadsheets on your computers and import them directly into your GoCanvas mobile forms. Now instead of technicians having to call into the office for a part number or carry around a heavy paper catalog of materials, all this data is now accessible via the dynamic drop-down lists inside the GoCanvas mobile forms.

But the best part is that if a technician selects “Part A” from a drop-down list in a mobile form, the corresponding details including “Part #”, “Price”, and “Description” will automatically be pre-populated within the mobile form. No more guessing or having to manually type in information. This feature instantly eliminates manual data entry mistakes and can increase data collection time by at least 25%!

GoCanvas dispatch calendar

#3 – Dispatch Calendar: The last key part of improving efficiency within your Field Service business is to ensure that tasks are able to be organized and properly tracked without the need for significant manual data input.

The GoCanvas Dispatch Calendar enables your office staff to create, assign and track the completion of service tasks from an all-in-one calendar view. There is no need to install or purchase a separate scheduling software. With GoCanvas Dispatch Calendar, all the tasks created can be automatically synced with your technicians’ personal or business calendar so that they never miss another appointment again! The Dispatch Calendar can eliminate the need for redundant text messages, emails, or calls related to the jobs. This can help your staff recover 100’s of hours is lost productivity every month!

Field Service Banner

About GoCanvas

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

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

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Feature Focus: Capture and Verify Employee Locations with GPS Stamps

Feature Focus: Capture and Verify Employee Locations with GPS Stamps

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Work Order Image

When you go paperless with GoCanvas, the benefits of reducing manual data entry and increasing data visibility will be immediately realized. While these are great benefits, there are also other critical parts of your data collection process that you should be mindful of when building out your GoCanvas mobile forms.

The biggest part, no matter if it is a paper or mobile-based data collection process, is how can the data be validated for accuracy. With a typical paper form, you have literally no measures or safeguards that you can put into place to increase the accuracy of the data being collected. The only real action that can be taken is for someone to manually review each paper form and look for glaring mistakes including:

  • Missing or blank fields
  • Misspellings
  • Incorrect calculations
  • Illegible hand writing

This extremely tedious process can cost your company 1-2 hours in productivity every single day. With GoCanvas, we leverage the power of your mobile devices so that you don’t have to worry about these mistakes any longer and aren’t forced to review each report by hand.

The amount and speed of the data you collect are only as good as the accuracy of it. This means that you can implement GoCanvas and increase your data collection times by 5x, but if you don’t implement the proper data validation steps then the data might as well have been collected on paper.

The GoCanvas platform gives you a variety of easy to implement features and settings that can help ensure the data being collected by your employees is valid and accurate. A couple of these features include Reference Data, Auto Calculations, Time & Date Stamps, and Pre-populated Drop Down Menus. But the most essential of all these data validation features is GPS.

Canvas App builder

The GPS feature of GoCanvas allows for business owners and supervisors to verify not only when reports were captured, but also WHERE the data was collected. This functionality can be easily added to any of your current mobile forms using the drag and drop app builder.  And by marking the field as “required”, you can ensure that every time someone fills out the mobile form, the user will be forced to record their location. Additional field settings for the GPS field include accuracy and selecting how the coordinates collected are displayed on the final PDF report (map, lat/long, web link).

GoCanvas’s GPS functionality is a great compliment to many of the mobile forms and features that you’re already using today.

Canvas Mobile GPS

The GPS functionality gives your team even greater detail and insight into your data, as well as providing you validation of job completion. This data is also great for communicating with customers to verify proof of service or delivery. You can now easily avoid the “he said/she said” scenarios that happen when a customer says a technician didn’t show up on site or didn’t complete the service at the correct location. This alone can save you hours in time, frustration, and headaches! The GPS coordinates that are collected can also help with on-site accident reporting and the creation of custom reports to find out where the most injuries are occurring. This can help your business become more proactive with site safety, and reduce costs when it comes to future employee injury claims.

Overall, the GoCanvas GPS feature is most commonly implemented in mobile forms that are capturing field service data that is both time and location sensitive.

Examples include:

  • Crew Daily Time Sheets
  • Job Safety Analysis
  • Accident Report
  • Proof of Delivery Report
  • Daily Work Order
  • Facility Walkthrough Checklist
  • And more!

While these are just a few examples of how the GoCanvas GPS functionality can be integrated with many of the mobile forms you already use today, the ability to increase data accuracy within your business is just a few clicks away!

Try GoCanvas Free

About GoCanvas

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

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

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See how VIP Lighting optimized efficiency with GoCanvas

VIP Lighting is a retail lighting and electrical maintenance business that services over 10,000 retail locations all over Australia and New Zealand. Before GoCanvas, VIP Lighting had two separate systems that were impossible to integrate, leading to inefficiencies. GoCanvas made it easy to integrate their systems into single, centralized platform…

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4 Mobile Forms Every Field Service Company Should Have

4 Mobile Forms Every Field Service Company Should Have

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Construction Truck with people

When it comes to the Field Service industry, time means everything. Many companies charge customers a flat rate fee instead of an hourly rate, so it’s in the best interest of the service technician to complete as many jobs per day as possible.

So how do mobile forms come into play? Efficiency!

Using mobile forms instead of paper has proven to be a faster way to collect, share, and learn from your data in real-time. GoCanvas has an app store of over 20,000 mobile form templates from various industries.

So the only question is, which forms should you get started with first?

#1.  Field Service Report – This form is key to getting any job done, no matter what service you are performing. With this mobile report, you have the ability to capture key data points like Time on Site, Project Images, Customer Requirements, Project Costs, and more. The best part is that you can create tasks to be assigned to technicians that are already out in the field by using GoCanvas Dispatch. The technician simply has to open up the Field Service Report on their mobile device, read the assigned dispatch, and complete the rest of the report when they arrive on the job site.

#2.  Invoice – A crucial part of any business is getting paid. But most companies still struggle with collecting payment in a timely manner. That is why the mobile Invoice form is critical for those who struggle with this issue, and for those who no longer want to wait days or weeks to get jobs processed. Another feature is the ability to collect payment instantly using our integration with Square! You can have your data flow from GoCanvas directly into your existing invoice software including Quickbooks.

Workers Dispatching information

#3. Change Order Form – The ability to make quick changes on a job site is key. With the mobile Change Order Form and our calculation functionality, you can quickly display the costs of the proposed change to the customer and get their digital signature in seconds. A copy of the form will be sent to the customer, the back office, and to the parts supplier for immediate delivery.

#4.  Daily Time Sheet –  The hardest thing for any company to accurately capture is an employee’s work hours. The problem is that this data is usually captured on a weekly basis but rarely turned in on time. If this data isn’t turned in on time, then no one gets paid. With the mobile Daily Time Sheet form, an employee can simply input their hours each day and submit it to the office. At the end of the pay period, the office accountant can simply export every employee’s work hours into an Excel spreadsheet. We can even help you create an automated dashboard or report that neatly organizes and totals up each employee’s weekly hours for you!

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About GoCanvas

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

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

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