Field Operations

Improving Your Operations with Field Service Management Software

field service software
Posted on by Caroline Brezovec

Improving Your Operations with Field Service Management Software

| |

Whether you have two or 200 employees, your business’ success depends on their hard work. Passionate, motivated team players are the difference between surviving and thriving. But in field service, your employees are often far from the office. So how do you know which employees are carrying their weight? 

Time cards and field reports can be one way of trying to find out. But paper forms take time to get back, and are limited in information. Field Service Management software with mobile apps can improve your internal visibility and ability to make strategic decisions faster. Continue reading this article to learn how mobile apps built for the field can help with features designed to improve your operations and workflows.

Improving Your Operations with Mobile Apps: 3 Key Features to Consider

Field service management software has many applications and use cases. One important reason for many companies to implement the technology is to improve the data they collect from the field. The idea is to enrich the information collected in the field and make it accessible to view from anywhere, in real-time. Here are three key features that help you gain more visibility into your field operations with software:

Feature #1: Time and date stamps

Let’s say your paper work order says the work took three hours, but what if the customer only remembers the work taking two hours? This puts you in an awkward position with your customer and employee. By going mobile you can create more accurate records of hours worked. Simply open up a work order or service report, and the time is automatically entered. The app can even calculate time worked based on clocking in and clocking out. Time and date stamps ensure better accuracy and fewer issues for both invoices and payroll. Mobile time cards help businesses spend less on tracking employees and more on their actual work.

Feature #2: Image Capture

Sometimes, the work you need to do is obvious. You need to fix a major water leak or install a heating system. But for some businesses, like pest control, the work can be less obvious. Or if your work is technical, like pool maintenance, text can be confusing to customers. For the office, text isn’t verifiable. Adding pictures can be incredibly helpful for your business and customers. With one click, a mobile app gives you a great visual. It’s easier to show termite damage with a photo than with words. Visuals makes it easy for both your office and customers to understand. Photos educate clients and build trust in your work and analysis. Your business enjoys visual confirmation that work is either needed or was performed.

Feature #3. Dispatch

Sending out job information to field employees can be a hassle. Either they have to drive to and from the office between jobs, wasting time and gas. Or, they have to constantly check their email or phone for job information. How can you be sure that they get it, and follow through on the work? A dispatch system improves communication and provides more oversight. Dispatch with GoCanvas for Field Service Management can also track the progress of these appointments. The dispatch feature will show when employees opened the dispatch, when they started filling out the work order, and when it was completed. Sharing job information becomes easier, and you know when the job is done in real time. 

Oversight is never perfect. However, mobile apps allow you to have a better understanding of field employees’ work — not only when and where employees work, but also what they did. Being available in real time also helps you make strategic decisions about your workforce and ensure you have the strongest and most effective team.

Contact GoCanvas if you are ready to see how field service management software can help you save time and money (both in the field and in the office). We can share more of the features that make GoCanvas both easy to use and customizable to fit your unique business needs.

Back to Top

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.

5 Tips to Improve How Your Business Collects Data

Companies rely on collecting data in order to operate. In a fast-changing world, companies that focus on streamlining and improving their data collection processes will be able to do more…

Read the Blog
Two people in hard hats looking off camera.

Should You Connect Field Service Management Software with QuickBooks?

Field service management software has shown to increase productivity both for employees in the field and operations teams in the office. You may be wondering how field service…

Read the Blog
Person in safety vest smiling.

How the Best Field Services Businesses Use Mobile Apps

Mobility and field service: the talk has been happening forever. The idea that real-time information improves customer service and boosts technician productivity is changing…

Read the eBook

Connect with an Expert Today.

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

Let’s Build A Plan Together

Should You Connect Field Service Management Software with QuickBooks?

field service software
Posted on by Caroline Brezovec

Should You Connect Field Service Management Software with QuickBooks?

| |

Field service management software has shown to increase productivity both for employees in the field and operations teams in the office. You may be wondering how field service management software works with your existing tools, for things like your accounting system. This article explains how field service software for QuickBooks can work in sync with an accounting system, like QuickBooks.

What is field service management software for Quickbooks?

Accounting software is one of the most popular tools in place, ensuring that businesses maintain a proper balance sheet and process payroll on time. Tools like Quickbooks are widely used by organizations to serve all of their accounting needs with software.

Field service management software is another popular category of software, often used to replace the paper forms, documents, or spreadsheets that are used in the field to capture data. By digitizing information using mobile forms and apps, field service organizations are able to streamline their operations and boost productivity by automating how data is collected and shared. 

Field service management software, such as GoCanvas, and accounting tools like QuickBooks provide businesses of all sizes with powerful solutions to streamline operations. With the simplicity of cloud-based technology, connecting systems through APIs and integrations has never been easier. This seamless integration allows real-time data syncing across platforms, making Field service software for QuickBooks a perfect fit for your existing workflows. It ensures that information flows instantly from the field to the office and to any stakeholders who need it.

Does GoCanvas for field service management integrate with Quickbooks?

As a leader in field service management software tools, GoCanvas provides an easy-to-use platform for mobile data collection and reporting. Our platform is designed to integrate with many of the tools your business already has in place, including QuickBooks. 

Here’s how it works:

  • For QuickBooks Desktop: Our out-of-the-box solution, the GoCanvas Quickbooks Connector, integrates with the desktop version of Quickbooks.
  • For QuickBooks Online: Our professional services team can help you integrate your GoCanvas apps with Quickbooks Online.
  • For Zapier Customers: You may also be able to integrate GoCanvas with Quickbooks online through Zapier. Zapier is a third party service that allows their customers to connect different cloud-based services to one another to automate more of the tedious day-to-day tasks that they might be doing manually. 

Does this make sense for your business?

You may be wondering if it makes sense for your business to connect accounting software data with data from a field service management tool like GoCanvas. Here are the top reasons for leveraging an integration:

#1. Enrich information in the field 

Field service management software empowers your workers in the field to do their jobs easily from a mobile device or tablet. An integration makes this even more powerful by enriching forms with existing information that you already have in your accounting system.

For example, you may need accurate pricing information available to technicians in the field in real-time. Instead of relying on out-dated pricing information or manually jumping between different tools to find what’s needed, all of this information can be synced using an integration.

In this example, you can use real price data from QuickBooks for parts and materials inside your GoCanvas forms to create the proper totals on your customer charge documents. By connecting these systems, data is automatically synced in real-time, meaning you always have accurating pricing information available directly in your FSM solution.

There are many ways to enrich information in the field, including things like pre-populating forms with known information like customer records and project data, helping to cut down on the time it takes to fill out forms in the field. Consider the time-savings and productivity gains, and you can see how it makes sense to enrich information in the field, whenever possible.

#2. Sync data from the field back to the office

One of the main benefits of field service management software is the ability to rapidly collect data from the field and have it sync back to the office for more streamlined operations. Taking this a step further, a data integration can help to ensure that data from the field is automatically connected to the other tools that are used. This eliminates the need for manual data entry and cuts down on the time it takes to process information.

For example, you may need to accurately track inventory based on what has been used by your employees in the field and on job sites. With GoCanvas for FSM, you can track inventory based on real submission data and have it automatically update the inventory quantities in QuickBooks. This will simplify workflows and ensure that data is up to date and consistent across systems.

#3. Automating workflows

Cloud-based tools are designed to increase productivity for businesses, meaning that automation is a key reason for implementing these tools in the first place. One way to scale your business is by creating automated workflows that kick off one task, once another task has been completed. This involves no extra work from your team, meaning they can spend less time on busy work and more time on high value tasks.

For example, you may need to create an invoice once work has been completed in the field. With GoCanvas for FSM, you can set up an automatic invoice creation workflow that will save your accountant the hassle of manually entering invoices into QuickBooks. While these digital processes may take some time upfront to set up, there is significant benefit to your business. We have covered how it benefits your employees’ productivity, but the other key benefit is to your customers and their experience. By moving the customer experience to digital interactions that are connected, you provide a seamless digital experience for your customers that makes it easy for them to do business with you. 

To learn more about GoCanvas for field service management and how we can integrate with QuickBooks, contact our team here and we can set up a time to answer any questions you may have about technology to scale your business. If you already have GoCanvas or want to learn more about our integrations, check out this resource on our website and additional documentation here.

Back to Top

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.

Improving Your Operations with Field Service Management Software

Whether you have two or 200 employees, your business’ success depends on their hard work. Passionate, motivated team players are the difference between…

Read the Blog
Two people in hard hats looking off camera.

5 Tips to Improve How Your Business Collects Data

Companies rely on collecting data in order to operate. In a fast-changing world, companies that focus on streamlining and improving their data collection processes will be able to do more…

Read the Blog
Person in safety vest smiling.

How the Best Field Services Businesses Use Mobile Apps

Mobility and field service: the talk has been happening forever. The idea that real-time information improves customer service and boosts technician productivity is changing…

Read the eBook

Connect with an Expert Today.

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

Let’s Build A Plan Together

5 Tips to Improve How Your Business Collects Data

person using mobile device for data collection
Posted on by Caroline Brezovec

5 Tips to Improve How Your Business Collects Data

| |

Companies rely on collecting data in order to operate. In a fast-changing world, companies that focus on streamlining and improving their data collection processes will be able to do more. The good news is that it’s become easier than ever for businesses of all sizes to convert their workflows to digital processes, streamline tasks through automation, and take advantage of real-time analytics. 

5 Best Practices for Data Collection

Focusing on your business practices for data collection will help you scale your business growth and productivity. Here are some best practices tips to improve how your business collects data from the field and how to make the most of it in the office and anywhere else you need it.

1. Convert Processes Over to Digital 

A great first place to start with data collection is to audit where your business uses paper forms. If you have a high volume of paper forms being used for operational tasks, this can be an opportunity to convert these processes over to digital forms instead. When thinking about data collection, it’s important to make sure that information collected is easily accessible by the teams that need it. Paper forms can be a lost opportunity, with data that is siloed and difficult to roll up for analysis. 

The takeaway: Consider moving to digital forms instead of paper to capture data from anywhere on a mobile device and instantly have the information available online to utilize.

2. Leverage Software to Improve Productivity

Once you decide to bring your processes online, the next important step is to make sure you select the right software to power your business. One common challenge for companies is when they adopt tools like excel sheets, google sheets, word documents, and other similar types of basic online tools. While these applications are great for certain tasks, they aren’t always the right tool for collecting data on a large scale, across multiple people and teams. So while the information technically lives online in a spreadsheet, it’s still limited in your ability to report on that information or it requires you to wrangle information together. 

There are many tools available to help with field data collection and analysis. For example, work process software is designed to rapidly collect information from the field and automatically roll the information up for reporting purposes. 

The takeaway: Not all software tools are created equal. Consider investing in software that supports productivity and avoid tools that rely on manual workflows.

3. Standardize How Data is Collected

Once you decide on digital tools to help increase your productivity, make sure to consider how you are collecting information. Standardized data is an important concept and the basic idea is to ensure you are collecting data that is consistent and accurate. Luckily, there are many features built into data collection software tools that help ensure your data is standardized. Features like drop down lists, required fields, and auto populated fields are some of the ways to ensure that forms are filled out correctly. Here’s an example of how these features help with data consistency:

  • Drop down lists. In this example, you would give a pre-set list of options for people to choose from when filling out a digital form. Leaving an open-ended field leaves room for interpretation, but features like drop-down lists help to promote consistent answers to form fills.
  • Required fields. The option to require data ensures that information is not skipped over on the form. If information is missing from the form, it creates blind spots in your data and the information collected becomes less useful for reporting. Digital forms that require fields help promote complete data.
  • Auto-populated fields. Many times when people are filling out forms, information is already known or exists in another database. The ability to pre-populate known information in digital forms allows you to shorten the time it takes to fill out forms and ensures data is pulled directly from your customer database or similar system.

4. Integrate Disparate Data and Automate Tasks

Disparate data is one of the greatest challenges for companies. You have gone through all of the trouble to bring processes online, but now data lives off in different systems and there’s no way to easily connect information. When selecting software to help your business, consider how you need to integrate data that is captured from digital forms. For example, you may want to connect to an accounting system for billing or payroll purposes, or you may want to integrate with customer relationship management (CRM) tools to update customer records. 

The takeaway: Instead of manually pulling together disparate data sources at the end of the week or month, consider the possibility of integrating your data collected. This will help you avoid data entry tasks and other manual processes that are easy enough to automate with the help of software tools.

5. Align Data Capture with Analytics and Reporting

The final best practice to consider is how you think about analytics and reporting. You want to make sure that the information you capture is easily accessible for analytics and reporting purposes. Analytics tools have become widely available for businesses to use and getting to useful reporting is easier than ever with modern software. Consider not just the collection of data, but how this ties into your goals for reporting on information. 

The takeaway: Improving data analytics capabilities can help you uncover trends and make data-driven decisions that result in improved productivity, cost savings and increased revenue.

Back to Top

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

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

How Digital Work Orders Impact Your Key Business Outcomes

Is your company still using paper sheets to manage work orders? The drawbacks of using paper forms are often hidden, making it difficult to understand the true impact of paper forms on a business…

Read the Blog
Woman reviewing data via her mobile phone.

See How Centurion Got Amazing ROI from GoCanvas

Centurion is the largest heavy haulage provider in Australia. They deliver national supply chain solutions to the resources, energy, construction & retail sectors throughout Western Australia, Queensland & the Northern Territory…

Read their Story
A man reviewing data on tablet collected by GoCanvas solutions.

Top 3 Benefits of Construction Inspection Software

In a world where construction demands are rapidly evolving, efficiency and precision have become the cornerstone of successful projects. Today’s construction industry—spanning various sectors like landscaping, roofing, and HVAC—faces an array of complex challenges. Addressing these challenges…

Read the Blog

Connect with an Expert Today.

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

Let’s Build A Plan Together

GoCanvas + Salesforce: A Top Tier Field Services Management Team

Posted on by Danny Kanev

GoCanvas + Salesforce: A Top Tier Field Services Management Team

| |

Salesforce and GoCanvas are two of the top players in their respective fields. Salesforce is a leading CRM platform, while GoCanvas is a premier provider of mobile apps for business. Now, the two have teamed up to create an unrivaled field services management system. This system combines the power of Salesforce with the mobility of GoCanvas to create a solution perfect for businesses of all sizes.

How GoCanvas Can Improve Field Service Management

GoCanvas offers several features that make it the perfect partner for Salesforce in a field services management system. First and foremost, GoCanvas is mobile. This means that your field workers will always have access to the latest information and tools, even on the go.

Additionally, GoCanvas is highly customizable. This means that you can tailor the templates you use to fit the specific needs of your business. Whether you need to optimize inventory levels and update work orders, customer information, or service appointment records, GoCanvas has an app for it.

Finally, GoCanvas complies with all major field service industry regulations. This means you can rest assured that your field workers are always updated on the latest compliance requirements in real-time through the service cloud. GoCanvas helps streamline the functionality of your business.

How Salesforce Can Improve Field Service Management

Salesforce is the leading CRM platform for a reason. It offers several features that make it perfect for field service management. First, Salesforce gives you complete visibility into your customer data so you can enhance the customer experience and increase customer satisfaction.

Second, Salesforce provides powerful automation tools. This means you can automate repetitive tasks, such as sending appointment reminders and appointment scheduling notifications, logging travel time, or generating service reports.

Third, Salesforce offers a wealth of third-party integrations. This means you can add your Salesforce platform to your existing business systems, such as your management software, accounting software, or customer relationship management (CRM) system.

How the Salesforce + GoCanvas Integration Can Benefit Your Business

The Salesforce + GoCanvas integration provides several benefits for businesses of all sizes.

  • Visibility into Field Service Operations
    You can see where each field worker is in your service territory, what they’re doing, and how they perform.
  • Automation Capabilities
    Your team can automate dispatch, schedule, and invoice tasks.
  • Compliance Features
    The integration ensures your field workers are always up to date on the latest compliance requirements.
  • Access to Customer Data
    Allows field service teams to see who your customers are, what they need, and how you can provide the best customer support to serve them.
  • Troubleshooting Workflow
    Field service management can quickly identify and resolve issues in your field service operations.

Collaborate with GoCanvas + Salesforce to Optimize Your Field Service Management

The Salesforce and GoCanvas integration is the perfect solution for businesses of all sizes. If you’re looking for a way to improve your field service management, contact us today to learn more about how we can help you optimize your field service operations.

Back to Top

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.

Improving Your Operations with Field Service Management Software

Whether you have two or 200 employees, your business’ success depends on their hard work. Passionate, motivated team players are the difference between…

Read the Blog
Two people in hard hats looking off camera.

Should You Connect Field Service Management Software with QuickBooks?

Field service management software has shown to increase productivity both for employees in the field and operations teams in the office. You may be wondering how field service…

Read the Blog
Person in safety vest smiling.

How the Best Field Services Businesses Use Mobile Apps

Mobility and field service: the talk has been happening forever. The idea that real-time information improves customer service and boosts technician productivity is changing…

Read the eBook

Connect with an Expert Today.

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

Let’s Build A Plan Together

Enabling Connectivity in Agriculture With Digital Forms

Posted on by Danny Kanev

Enabling Connectivity in Agriculture With Digital Forms

| |

Farmers have been using data for centuries, gathered by walking the fields. Sometimes, the information was shared over an early-morning cup of coffee. It’s not that the agricultural industry didn’t see the value of data — the problem for many was the return on investment. Few farmers could afford the upfront costs of high-tech equipment and remote monitoring solutions. They needed a cost-effective way to connect the field with the business. According to the U.S. Department of Agriculture, family farms reported a gross cash farm income of less than $350,000, while the large-scale farms averaged over $1 million. Smallholder farmers make up 89% of all US farms, with an average size of 445 acres. Only 3% of U.S. farms are classified as large-scale enterprises. Worldwide, the average farm is less than two hectares or the size of three soccer fields. So, how can farmers cost-effectively use digital agriculture technology, data analytics, and algorithms to collect and analyze data to improve their bottom line?

Digitize Forms for Smart Farming

Whether you’re managing a large-scale enterprise or a small farm, walking the fields daily or even weekly, basis may not be feasible. The farm size may make it time-prohibitive and the field locations may require travel to and from different sites. Then, there’s the need to talk to the bank, pick up a part, or pay bills. Whatever the reason, you haven’t the time.

What if you could operate more efficiently and collect critical data for better decision-making initiatives at the same time?

GoCanvas can help farmers automate workflows and business models. Suppose you have 500 acres divided among three separate locations. As it gets closer to harvesting the crops, you need accurate information on which field will be ready first. You have equipment that needs to move from location to location, and disruptions can mean a loss in profit. Automating workflows using customized forms and digital tools can decrease downtime. 

With GoCanvas, you can have employees in each location complete a form on their smartphones and relay the precision agriculture data to a central location for analysis. As people are checking irrigation systems or determining storm damage, they can supply specific information about crop conditions. Analyzing the data and looking at weather conditions can help determine when to begin harvesting for maximum yield. Using the same application, you can let maintenance know to check the equipment a week out and make any repairs, so there’s no delay when harvesting begins. As the first field nears completion, you can notify the second field’s personnel of their scheduled start date based on data supplied with a progress app. Communicating in real-time makes it possible to improve productivity through reduced downtime.

Using Collective Knowledge to Enhance Agricultural Data Collection and Farm Management

Today’s farmers have access to a wealth of information: FAOSTAT has global agricultural data, and the U.S. Department of Agriculture has its databases.  Local or regional databases may be available depending on location. With a computer and an internet connection, farms of all sizes can check climate conditions, economic shifts, and market disruptions. What farmers can’t get are the details on what is happening on their farms. That’s where GoCanvas can help.

Suppose you own a vineyard and want to harvest grapes at their optimum harvest. To ensure grape quality, you need to test the grapes to determine the sugar content and pH levels. By recording the data after each test, you can determine the perfect harvest window.

Recording the data on a GoCanvas digital form means the information can be uploaded to a central location and monitored. When the test results reach the vintner’s acceptable level, the grapes can be harvested. Reporting the test results ensures the quality of the grape at harvest. For vineyards selling to multiple wineries maximizing quality is crucial to retaining customers.

Achieving Better Outcomes with New Technologies for Digital Farming

Farmers are well aware of the value chain of data. They understand the importance of collective knowledge but collecting it remains an obstacle. There is no easy way to acquire the information without increasing the burden on agricultural production and personnel or spending financial resources that strain a budget. The industry needs a way to enable connectivity across the agricultural enterprise. 

Improve Workflows with Digital Transformation

With GoCanvas, organizations can improve workflows and increase productivity while acquiring data for better decision-making. Checklists can ensure that actions are completed on time. They can also serve as data points for determining how frequently equipment has been repaired or crops tested. By having the forms available on a smartphone, employees can provide data while in the field or transit. The data collection is integrated into their workflow instead of an extra step in an already full day.

Forecast and Increase Productivity

Having end-to-end connectivity across an agricultural enterprise allows farmers to make informed decisions. The same connections can increase productivity, reduce friction, and improve operations. With digital forms in place, mobile workforces can add data to the pipeline with minimal disruption to their workday. 

Enhance Connectivity

A 2020 report by McKinsey painted a grim landscape where farmers face challenges such as:

  • Constrained supply chains
  • Higher input costs
  • Declining water supplies
  • Degrading soil conditions
  • Added environmental, social, and governance (ESG) regulations

In the same report, McKinsey’s researchers suggested that connectivity is the path toward data-driven decisions that address these issues. Farmers need to collect, aggregate, and analyze data in cost-effective ways to improve operations.

Our integration and analytic capabilities let clients share data with other applications for more in-depth analysis, and our reporting helps visualize the data, leading to more insights.

Propel the Agricultural Sector with Digital Technologies

The digitalization of on-farm technology and digital solutions will help farmers collect the big data they need to improve food production, operations, and more. GoCanvas provides the digital tools they need to keep their farm and livelihood intact. To learn more about the connectivity capabilities of digital forms, contact us to request a demo.

Back to Top

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.

Improving Your Operations with Field Service Management Software

Whether you have two or 200 employees, your business’ success depends on their hard work. Passionate, motivated team players are the difference between…

Read the Blog
Two people in hard hats looking off camera.

Should You Connect Field Service Management Software with QuickBooks?

Field service management software has shown to increase productivity both for employees in the field and operations teams in the office. You may be wondering how field service…

Read the Blog
Person in safety vest smiling.

How the Best Field Services Businesses Use Mobile Apps

Mobility and field service: the talk has been happening forever. The idea that real-time information improves customer service and boosts technician productivity is changing…

Read the eBook

Connect with an Expert Today.

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

Let’s Build A Plan Together

The Best Field Service Apps on the Market Right Now

Posted on by Danny Kanev

The Best Field Service Apps on the Market Right Now

|

Field service providers have a lot of responsibilities, from completing work orders and providing customer support to ensuring compliance with safety regulations. Fortunately, there are several field service apps on the market that can help make their jobs easier.

Top 5 Apps for Field Service Management

There are several field service apps on the market that can help make your job easier. In this post, we will discuss the top 5 apps for field service management. These apps can help you manage work orders, provide customer support, and ensure compliance with safety regulations.

1. GoCanvas

Improve your workflows with GoCanvas. GoCanvas is a mobile app that helps field service providers manage work orders and customer support requests. It also offers several compliance-related features, such as the ability to create and manage safety checklists all from your mobile device.

2. ServiceMax

ServiceMax is a cloud-based app that helps field service providers manage work orders, customer support requests, and inventory. It also offers several features for managing safety and compliance.

3. Workforce Management

Workforce Management is an app that helps field service providers manage their workforce. It includes features for tracking employee time and attendance, as well as managing shift schedules.

4. Jobber

Jobber is a cloud-based app that helps field service providers estimate, schedule, and invoice their customers. It also offers features for managing customer relationships and tracking employee time and productivity.

5. FieldAware

FieldAware is a cloud-based app that helps field service providers manage work orders, customer support requests, and asset maintenance. It also offers features for managing safety and compliance.

These are just a few field service apps on the market today. When choosing an app, be sure to consider your specific needs and the features that are most important to you.

GoCanvas Offers Several Field Service App Templates

In addition to the apps mentioned above, GoCanvas offers several field service apps. These apps can help you manage work orders, customer support requests, and compliance-related tasks.

1. Field Service Automation

The GoCanvas Field Service Automation template helps field service providers manage their work orders and customer support requests. It also offers several compliance-related features, such as the ability to create and manage safety checklists.

2. Safety Checklist

Improve the functionality of your business with safety checklists. The GoCanvas Safety Checklist template helps field service providers ensure compliance with safety regulations. It includes a checklist of common safety hazards, as well as the ability to create custom checklists.

3. Work Order Management

Streamline your work orders with work order management. The GoCanvas Work Order Management template helps field service providers with work orders, service requests, and inventory management. It includes features for creating and managing work orders, as well as assigning them to employees.

4. Asset Maintenance

Enhance the asset maintenance on your job site. The GoCanvas Asset Maintenance template helps field service providers track and manage asset maintenance. It includes features for creating and managing asset maintenance records, as well as assigning them to employees.

5. Customer Relationship Management

Optimize your customer experience. The GoCanvas Customer Relationship Management templates help field service providers manage customer relationships. It includes features for creating and managing customer information, as well as tracking customer satisfaction.

These are just a few of the many field service apps offered by GoCanvas. When choosing an app, be sure to consider your specific needs and the features that are most important to you.

How Field Service Apps Can Help You Stay Safe and Compliant

Field service apps can help you stay safe and compliant by providing several features, such as the ability to create and manage safety checklists. In addition, most field service apps can track employee time and productivity. This can help you ensure that your employees are working safely and efficiently. Finally, many field service apps can create and manage customer profiles. This can help you keep track of your customers’ contact information and preferences.

Enhance Field Service Operations with GoCanvas

Going paperless is not only user-friendly for your field workers and customers but is also beneficial to your business. Mobile field service apps can help you streamline your operations and improve your customer service. GoCanvas offers a wide variety of field service templates to help you get started on improving the project management, workflow, and job management of your field service company. To learn more, contact us today.

Back to Top

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.

Improving Your Operations with Field Service Management Software

Whether you have two or 200 employees, your business’ success depends on their hard work. Passionate, motivated team players are the difference between…

Read the Blog
Two people in hard hats looking off camera.

Should You Connect Field Service Management Software with QuickBooks?

Field service management software has shown to increase productivity both for employees in the field and operations teams in the office. You may be wondering how field service…

Read the Blog
Person in safety vest smiling.

How the Best Field Services Businesses Use Mobile Apps

Mobility and field service: the talk has been happening forever. The idea that real-time information improves customer service and boosts technician productivity is changing…

Read the eBook

Connect with an Expert Today.

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

Let’s Build A Plan Together

Improve Your Field Service Workflow in 5 Easy Steps

Posted on by Danny Kanev

Improve Your Field Service Workflow in 5 Easy Steps

|

Field service work can be difficult and time-consuming. But with the right tools and a bit of organization, it doesn’t have to be. Following these tips for integrating mobile applications into your business processes can save time and energy while ensuring that your work is done efficiently and effectively.

5 Steps to Improve Field Service Management with Mobile Apps

1. Workflow Automation

The first step to improving your field service workflow is to automate as much of the process as possible with field service automation software. Mobile apps can help by allowing you to fill out forms and submit them electronically. This enhances the functionality of your business and eliminates the need for paper forms, which can be lost or misplaced. It also speeds up the process by allowing you to submit information in real-time.

2. Work Order Integration

Integrating your work orders into your mobile app can help you keep track of all the details in one place. This includes the customer’s information, the service to be performed, and any special instructions. This readily available information will help you provide better customer service and avoid mistakes.

3. Scheduling, Route Planning, and Optimization

Scheduling, route planning, and optimization are essential for any field service business. Mobile apps can help you plan your routes more efficiently and optimize your schedule to save time. This way, you can be sure that you’re making the most of your time and resources.

4. Customer Experience Management

Customer management is another important aspect of field service. Mobile apps can help you keep track of your customers’ information and preferences. You can provide them with the best possible service and increase customer satisfaction.

5. Streamline Communication

Clear and effective communication is essential for any business, but it’s especially important in field service operations. Mobile apps can help you communicate with your team in real-time by sending work order notifications. This way, you can keep everyone on the same page and resolve any issues quickly.

Benefits of Field Service Automation

There are many benefits to automating your field service workflow. Mobile apps can help you save time, money, and resources. 

  • Automates Workforce Management
  • Eliminates Manual Effort and Human Error
  • Enhances Service Delivery
  • Improves Coordination Among On-Site Field Service Teams
  • Implements Field Service Organization
  • Streamlines Inventory Management
  • Reduces Downtime
  • Integrates Work Order Management

The field service industry is constantly changing, and automation can help you stay ahead of the curve.

GoCanvas’ Field Service Solutions

At GoCanvas, we provide customizable templates to field service businesses to enhance their workflow. Our easy-to-use platform allows you to create checklists, work orders, and inspection reports. Our mobile apps are designed to help you automate your workflow and improve coordination among your team. To learn more, contact us today.

Back to Top

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

business people discussing project

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.

Learn more
Forte Supply Chain Solutions Partner Video

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.

Watch VIDEO
Closeup of a handshake.

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.

View integrations

Connect with an Expert Today.

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

Let’s Build A Plan Together

How Mobile Field Service Apps Can Improve Field Service Management

Posted on by Nikki Kanev

How Mobile Field Service Apps Can Improve Field Service Management

|

It’s no secret that technology has changed how we live and work, especially in the  field service industry. Field service management has never been easier or more efficient thanks to mobile apps.

How Mobile Apps Have Made Field Service Management More Effective

Mobile apps have highly impacted the field service industry by making it more effective and efficient by:

  • Mobile apps enable time-saving automation for technicians and allow them to access customer information and service history and track job progress on-site by utilizing their mobile device. This helps ensure that jobs are completed on time, reduces the chances of errors happening, and enhances the customer experience.
  • Mobile apps allow technicians to submit photos and notes from the field, which can help with troubleshooting and problem-solving.
  • Field service managers can use mobile apps as field service management software to create work orders, invoices, service reports, and notifications, assign jobs to technicians, and track job progress in real-time. This allows them to be more responsive to customer needs and ensures that jobs are completed as quickly as possible.
  • Mobile apps allow field service businesses to streamline their workflow and provide transparency in field service operations that were impossible before. Customers can now see what stage their job is at, how close it is to being finished, and what kind of feedback has been received from technicians. This makes customers feel more connected to the process and builds trust between customers and the company.

How Mobile Apps Have Improve Safety and Compliance for Your Field Service Business

Mobile apps help improve safety by giving field service technicians access to important safety information. This includes job site hazards, customer contact information, and emergency procedures. They also help with compliance by ensuring technicians follow all the necessary steps for each job. This includes completing safety checklists, documenting accurate job times, and collecting customer signatures. By using a mobile app, field service businesses can have peace of mind knowing that their technicians are following best practices and that their customers are happy with the service they’ve received.

Enhance Your Business with Mobile Field Service Management

Mobile apps have changed field service management for the better by making it more effective, efficient, and safe. You’re missing many benefits if you’re not using a mobile app for your field service business. GoCanvas provides templates to create a customizable mobile app for your business, including checklists, forms, project management tools, and more. To learn more, contact us today.

Back to Top

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

A person sits at a desk holding their phone showing a graph, while their laptop sits on the desk showing more charts and graphs.

How TE3CO Leverages Data Analytics to Unlock Business Potential

TE3CO provides mission-critical pressure relief technology and services to customers across the oil and gas industry. They employ a highly trained and capable workforce of field technicians and engineers. Before working with GoCanvas, TE3CO relied on spreadsheets and emails to manage their ticketing process but found the system time-consuming and difficult to track.

Read their story
Two men in hard hats look onto a tablet.

VIP Lighting Gains Business Efficiencies with GoCanvas

VIP Lighting is a retail lighting and electrical maintenance company that services retail chains across Australia and New Zealand. The business has been operating for 25 years and now services 10,000 retail sites across both countries. Prior to joining GoCanvas in 2018, the business had multiple systems running different aspects of their technician and contractor network.

Read their story
Man in a hard hat inspecting HVAC vents.

Three HVAC Maintenance Checklists that will Reduce Errors and Grow Your Bottom Line

For HVAC technicians, so many errors within their daily tasks come from using outdated paper forms while completing a job. Using these HVAC inspection checklists will prevent issues before they happen, so your technicians can collect comprehensive and consistent data at every job.

View checklists

Connect with an Expert Today.

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

Let’s Build A Plan Together

How Mobile Field Service Apps Have Changed Field Service Management

Posted on by Nikki Kanev

How Mobile Field Service Apps Have Changed Field Service Management

| |

Field service management is a critical process for companies that rely on field service technicians to maintain and repair their products. In the past, this process was often handled through paper-based work orders and communication methods that were slow and inefficient. However, with the advent of mobile field service apps, companies are now able to manage their field service operations more effectively and efficiently than ever before. Field service apps allow technicians to access work orders and customer information from anywhere in the world, which speeds up the repair process and improves customer satisfaction. Additionally, mobile apps allow companies to track technician locations in real-time, which enhances safety and compliance. Overall, mobile field service apps provide several benefits that can help companies improve their field service operations.

Streamline Work Order Management

In the past, work orders for field service technicians were often paper-based, which made it difficult for technicians to access them from remote locations. This would often lead to delays in the repair process as technicians had to wait until they returned to the office to receive their work orders. However, with mobile field service apps, work orders can be digital and easily accessed by technicians anywhere in the world. This allows repairs to be completed more quickly and efficiently, which leads to improved customer satisfaction.

Automate On-Site Field Service Operations

Another way that mobile field service apps have changed field service management is by automating many of the tasks associated with managing a field service operation. For example, apps can automatically give real-time updates to technicians, customers, job site locations, track your service team’s GPS locations, and schedule follow-up appointments. This automation eliminates many of the manual tasks that field service managers previously had.

Optimize the Workflows of Your Business Operations

Mobile field service apps also optimize workflows by providing technicians with the information and tools they need for project management and to complete repairs quickly and efficiently. For example, some apps provide technicians access to customer records, product manuals, and parts catalogs. This allows technicians to resolve problems more quickly without waiting for assistance from a field service manager. Additionally, mobile apps often include built-in scheduling features that allow managers to plan and optimize technician routes. This helps to ensure that technicians can complete their work promptly and reduces fuel costs associated with inefficient routing.

Enhance the Functionality of Your Field Service Business

Inventory management, GPS tracking, client management, and scheduling are only a few of the features that can enhance the functionality of your field service business. Mobile apps provide an all-in-one solution for managing your field service business, which makes it easier than ever to run your operation smoothly and efficiently.

Improve Customer Support

Enhancing the customer experience is one of the most important goals of any business, and mobile field service apps can help you achieve this goal. By streamlining workflows, enhancing customer management, and automating many of the tasks associated with managing a field service operation, mobile apps make it easier to provide customers with the high-quality service they expect and deserve. This leads to improved customer satisfaction and loyalty, which can result in positive customer relationships and more repeat business and referrals.

Reduce Costs and Boost Profitability

Another benefit of mobile field service apps is that they can help reduce pricing associated with your field service operation and invoicing. For example, by automating appointment scheduling, you can eliminate the need to pay a receptionist to schedule appointments. Additionally, by tracking technician GPS locations, you can minimize fuel costs by ensuring technicians take the most efficient routes to customer locations. Overall, mobile apps can help you reduce the costs associated with running your field service business, which can improve your bottom line.

How Mobile Apps Have Improve Safety and Compliance

Field service technicians often work in remote or dangerous locations, which can pose a safety risk. However, mobile field service apps can help improve safety and compliance by providing technicians with the information and tools they need to stay safe while working. For example, some apps provide technicians access to customer records, product manuals, and parts catalogs. This allows technicians to resolve problems more quickly without waiting for assistance from a field service manager. Mobile apps can also track technician GPS locations, allowing field service managers to monitor technician safety and compliance.

Overall, mobile field service apps have made field service management more effective and efficient by automating many tasks associated with managing a field service operation. In addition, mobile apps have improved safety and compliance by providing technicians with the information and tools they need to stay safe while working. Finally, mobile apps can help reduce costs associated with your field service operation. These factors combine to make mobile field service apps an essential tool for any business that relies on field service operations.

Software Solutions for Field Service Providers

GoCanvas can help your business with field service management solutions including customizable cloud-based templates, checklists, and management tools that can be used on mobile devices or tablets. Contact us today to learn more about getting started.

Back to Top

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.

Improving Your Operations with Field Service Management Software

Whether you have two or 200 employees, your business’ success depends on their hard work. Passionate, motivated team players are the difference between…

Read the Blog
Two people in hard hats looking off camera.

Should You Connect Field Service Management Software with QuickBooks?

Field service management software has shown to increase productivity both for employees in the field and operations teams in the office. You may be wondering how field service…

Read the Blog
Person in safety vest smiling.

How the Best Field Services Businesses Use Mobile Apps

Mobility and field service: the talk has been happening forever. The idea that real-time information improves customer service and boosts technician productivity is changing…

Read the eBook

Connect with an Expert Today.

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

Let’s Build A Plan Together

How to Automate Your Field Service Data Collection

Posted on by Danny Kanev

How to Automate Your Field Service Data Collection

|

Automating field service data collection can save your organization time, money, and a lot of frustration. The best field service data collection software allows you to take in and process real-time information about many aspects of your business and make timely improvements. 

Understanding the importance of field service data collection is one thing. Finding the right data collection app and automating the process is another. At GoCanvas, we have field service apps for different industries, including maintenance, construction, sales, human resources, and more. 

Continue reading to learn how to automate your field service data collection using customizable GoCanvas field service apps. 

What Are The Benefits Of Data Collection Automation? 

Whether you’re actively collecting data in an organized manner or not, the data exists. Every appointment, route, customer feedback, etc., offers your company an opportunity to analyze and improve business functions in real-time so long as you have the data to do it. 

Field service data collection can help your business improve in many areas, including: 

  • Workflow and dispatch efficiency 
  • Time savings 
  • Budgeting and elimination of revenue leaks 
  • Employee effectiveness and communication 
  • Customer satisfaction 

Additionally, when you have the correct workflow, job descriptions, expectations, and technology, field service data collection can help to keep your business organized and your employees accountable.

How Do You Create An Automated Workflow For Data Collection? 

Filed service workflow automation isn’t just about getting rid of paperwork. It’s about much more. The best data collection automation software and apps connect every step of the process, from dispatch to data collection to analysis tools. 

Learn the five steps for creating an automated data collection workflow below. 

1. Identify Key Processes, Players, and Tasks 

The first step in automating your field service data involves identifying the data collection processes you want to automate, the employees involved, and the tasks involved in the automation process (i.e., workflow mapping). 

Areas you’ll want to identify for each data collection task include: 

  • The type of data that is collected 
  • How many people and/or tasks are involved in the process 
  • How long does each task take to complete 
  • Devices and software used to collect the data 
  • The team that will analyze the data 
  • When, how, and where the data should be reported 

2.  Identify Potential Bottlenecks 

In addition to the information above, data collection workflow mapping requires you to identify and eliminate potential bottlenecks. For example, suppose you currently require field service technicians to submit their paperwork at the end of the work week. In that case, it could hinder the ability of other parties to complete their tasks promptly. 

3. Identify and Gather  Field Service Data 

Now that you know what data you want to collect, who’s involved, and eliminated bottlenecks, you’ll need to specify the scope of data you want to migrate into your new process. In most cases, starting with a small percentage of data is better so you can have an optimal workflow by the time your new data collection system is 100% live. 

4. Go Live 

Supposing you’ve picked a field service data collection app (if not, try GoCanvas today), you’ll need to gather your data, solidify collection methods, and customize your data collection apps, forms, and/or software. It’s important to note that refining and perfecting field service data collection takes time. The sooner you start, the faster you’ll have a well-oiled data collection machine.  

5. Test Your Data Collection Process & Make Improvements

Depending on the size of your business and scope of work, it may be best to release pre-launch versions of your data collection software to ensure it meets your company’s needs. After you’ve gone through an alpha and beta testing mode, your company should be ready for a full launch. During this time, it can be helpful to solicit feedback from beta users and make improvements as needed. 

Automate Field Service Data Collection With GoCanvas 

The data collected by field service technicians can be a valuable asset to your company. However, how the data is collected, its accuracy, and how fast it can be reported play a significant role in your data collection efforts. At GoCanvas, our field service apps are affordable, efficient, and mobile. Check out how GoCanvas field service automation can help your business stay organized.

Back to Top

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.

Improving Your Operations with Field Service Management Software

Whether you have two or 200 employees, your business’ success depends on their hard work. Passionate, motivated team players are the difference between…

Read the Blog
Two people in hard hats looking off camera.

Should You Connect Field Service Management Software with QuickBooks?

Field service management software has shown to increase productivity both for employees in the field and operations teams in the office. You may be wondering how field service…

Read the Blog
Person in safety vest smiling.

How the Best Field Services Businesses Use Mobile Apps

Mobility and field service: the talk has been happening forever. The idea that real-time information improves customer service and boosts technician productivity is changing…

Read the eBook

Connect with an Expert Today.

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

Let’s Build A Plan Together
>