Field Service Automation

Top 5 Use Cases for GoCanvas in the Construction Industry

Top 5 Cases for GoCanvas Feature Image
Posted on by Juanita Martinaglia

Top 5 Use Cases for GoCanvas in the Construction Industry

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Top 5 Cases for GoCanvas Feature Image

Construction companies face a unique set of challenges, like dynamic jobsites, evolving regulations, and relentless pressure to deliver on time and on budget. But here’s the real danger: Construction accounts for 19% of all U.S. worker deaths, according to OSHA. Sixty-five percent of those fatalities stem from just four preventable causes: falls, electrocution, struck-by incidents, and caught-in/between hazards. Amid these risks, paperwork plays a critical role in safety, compliance, and project delivery. Yet traditional methods can slow down field teams and create costly mistakes.

These challenges are where the top use cases for GoCanvas® come into play. From daily logs and timecards to inspections and safety checklists, GoCanvas helps construction businesses replace paperwork with mobile-first solutions that improve accuracy, boost compliance, and keep crews safe. In this article, we’ll explore the five most powerful ways construction firms are using GoCanvas to streamline operations and protect their teams, backed by real-world results.

1. Construction Inspection Forms

Regular inspections are fundamental to every construction project, as accurate inspection records ensure that projects meet safety, regulatory, and quality standards. Using a digital construction inspection form with GoCanvas, field teams can capture photos, notes, and signatures directly on their mobile devices. The data syncs instantly with the office, eliminating delays caused by paperwork and reducing the risk of missed items. Digital inspection forms also make it easy to generate reports for clients or regulatory bodies, supporting a smooth compliance process.

2. Construction Daily Log Forms

Daily logs are essential for tracking site activities, weather conditions, delays, and completed work. Paper-based logbooks are prone to incomplete entries or errors, so GoCanvas offers construction daily log forms that allow supervisors to record information in real time. Automated timestamps, digital signatures, and the ability to attach images make documentation accurate and auditable. This helps managers monitor project progress, address issues quickly, and maintain a transparent record for dispute resolution or audits.

3. Timecards and Crew Management

Managing labor costs and payroll is a complex task, especially when crews are spread across multiple jobsites. With GoCanvas, foremen and supervisors can collect timecard data on mobile devices, recording hours worked, breaks, and job codes. This data can be exported directly to payroll or project management systems, eliminating manual entry and reducing payroll errors. As a result, companies gain better visibility into labor costs and ensure accurate, timely compensation for their teams.

4. Safety and Compliance Checklists

The construction industry faces significant safety challenges. According to OSHA data, construction accounts for 19% of all worker deaths in the United States. Effective safety management and compliance are critical to reducing these risks. GoCanvas helps companies meet compliance and safety requirements by digitizing safety checklists, incident reports, and toolbox talks. Employees can complete forms quickly from the field, attach supporting photos, and submit reports immediately. Centralized digital records make audits and safety reviews more efficient and support a proactive approach to workplace safety. For construction leaders, having immediate access to accurate safety data can make a real difference in preventing incidents and protecting workers.

5. Equipment and Asset Tracking

Construction sites rely on a variety of equipment, from heavy machinery to handheld tools, and keeping track of these assets is critical for maintaining productivity and preventing losses. With this in mind, GoCanvas enables field teams to log equipment usage, inspections, and maintenance requests in real time. Digital records help prevent equipment downtime, support preventative maintenance programs, and improve accountability for tools and assets across sites.

Benefits for Construction Firms

By adopting digital solutions for these five use cases, construction firms can significantly reduce administrative burdens, improve accuracy, and strengthen collaboration between field and office teams. The transition to digital forms with GoCanvas does not require extensive IT resources and can be tailored to fit unique workflows.

Getting Started with Digital Transformation

Moving to digital solutions does not require a major overhaul of your business systems. On the contrary, GoCanvas supports easy customization and integration with your existing workflows. Most organizations can implement digital solutions with minimal disruption and start realizing benefits immediately.

For construction businesses evaluating new technology, consider the following steps:

  • Identify your most common or highest-risk forms and processes.
  • Start with a pilot project on a single site or team.
  • Train staff using GoCanvas templates and support resources.
  • Integrate data with your core systems for payroll, project management, or compliance.

The GoCanvas use cases detailed in this article are already transforming how leading construction companies operate. For a closer look at how GoCanvas can work for your business, request a demo today.

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About GoCanvas

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

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

Check out even more resources

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Jobsite Task Automations to Implement Before Peak Season

Jobsite Task Automations Feature Image
Posted on by Juanita Martinaglia

Jobsite Task Automations to Implement Before Peak Season

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Jobsite Task Automations Feature Image

As peak construction season begins in earnest, speed, efficiency, and organization become more critical than ever. With jobsite activity increasing, even small bottlenecks like delayed paperwork or manual data re-entry can escalate into project delays, compliance issues, or costly rework.

Now is the ideal time to streamline repetitive tasks and keep projects moving forward using easy-to-adopt task automations that improve efficiency and reduce administrative burden.

Whether you’re managing a single crew or coordinating multiple sites, this season presents an opportunity to modernize your workflows without requiring a complex software rollout.

Why Automating Tasks Matters During Peak Season

When construction activity reaches its peak, jobsites multiply and deadlines tighten. Manual processes—including handwritten logs, scattered email approvals, and paper checklists—are insufficient for the pace of operations. These inefficiencies often introduce costly errors and hinder your ability to stay compliant and on schedule.

Common jobsite inefficiencies caused by outdated workflows include:

  • Delayed safety inspections
  • Lost or misfiled work orders
  • Late or inaccurate timesheets
  • Time-consuming compliance reporting
  • Slow approvals for job changes

These issues not only delay progress but also create risks for noncompliance and increase pressure on administrative teams during the busiest time of year.

Task Automations That Keep Jobsites Moving

With GoCanvas®, you can digitize daily workflows using mobile forms equipped with built-in logic, real-time syncing, and automatic routing. These features streamline operations by eliminating the need for manual data entry, reducing errors, and accelerating task completion across jobsites. By moving away from paper-based processes, teams can work more efficiently and maintain better oversight of daily activities—especially during peak season.

Key automation capabilities include:

  • Digital safety checklists that ensure required fields are completed, photos are attached, and submissions are automatic.
  • Mobile work orders that assign tasks instantly and enable real-time progress tracking.
  • GPS-enabled timesheets that accurately log worker hours and locations.
  • Real-time incident reporting that allows teams to document safety events immediately.

These tools support faster decision-making, improve compliance, and help ensure consistent documentation across all projects.

SharePoint Integration Spotlight: Audit-Proof Your Documentation

For secure, centralized, and compliant document control, GoCanvas integrates seamlessly with Microsoft SharePoint and thousands of other tools, making it easy to manage and retrieve records efficiently.

  • Completed forms are stored automatically in SharePoint.
  • Metadata tagging enables fast, audit-ready search and retrieval.
  • Document histories are preserved to support audits and inspections.
  • Safety reports, approvals, and logs can be synced directly into your existing system.

This functionality ensures your organization maintains compliance with safety regulations and recordkeeping requirements.

Top Task Automations to Deploy Now

The following forms apps are easy to implement before peak season and can make an immediate impact on field productivity:

1. Work Order Automation

Digitize and track work requests submitted from the field.

  • Submit forms using mobile devices.
  • Assign tasks to the appropriate team members.
  • Track all actions for accountability and billing.

2. Safety Checklist Automation

Ensure that all safety inspections are completed thoroughly and consistently.

  • Require critical fields and photo documentation.
  • Capture digital signatures and time stamps.
  • Sync checklists with SharePoint or other internal systems.

3. Site Inspection Reports

Document inspections using images, notes, and digital sign-off.

  • Complete forms offline and sync when connected.
  • Archive reports for future audits.
  • Distribute results immediately to supervisors or clients.

4. Equipment Use Logs

Track equipment usage and condition to reduce downtime and ensure accountability.

  • Log usage, condition, and location.
  • Schedule maintenance automatically.
  • Centralize all data for real-time visibility.

5. Time Tracking and Digital Timesheets

Improve payroll accuracy and reduce disputes.

  • Clock in and out via mobile devices with GPS tracking.
  • Automatically calculate hours and export to payroll.
  • Maintain secure, centralized records for audit readiness.

Benefits of Going Digital This Season

Replacing manual processes with digital automation enables:

  • Faster turnaround on documentation and approvals
  • Stronger compliance with safety and labor regulations
  • Greater visibility into jobsite activity
  • Fewer errors and missed steps
  • Seamless integration with SharePoint, QuickBooks, and other platforms

To discover more time-saving solutions, visit our construction form template library and explore templates that align with your projects and teams.

Final Thoughts: Get Ahead Before the Rush Hits

Every construction season presents challenges, but peak season doesn’t have to result in disorganization or paperwork overload. Automating repetitive tasks with construction management software will give your team more time to focus on delivering quality work on schedule and within budget.

Start small, implement quickly, and scale with confidence. Request a demo to learn how easy and effective automation can be.

REQUEST A DEMO
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About GoCanvas

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

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

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Connect Your Entire Workflow with GoCanvas Cloud Integration

Posted on by Juanita Martinaglia

Connect Your Entire Workflow with GoCanvas Cloud Integration

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Are you still bouncing between apps, downloading data from one platform only to upload it somewhere else? If you’re manually transferring field data into spreadsheets or cloud drives, there’s a better way. With the GoCanvas® cloud integration platform, your integration tools talk to each other automatically.

From managing seasonal crews to handling high-volume inspections after a storm, your teams need more than just speed—they need a seamless, centralized data integration system. That’s where GoCanvas cloud integration solutions make a powerful difference. By linking your favorite platforms like Google Sheets, Dropbox, SharePoint, and more, you create a single source of truth that keeps everyone in sync from the field to the office.

Let’s find out how workflow automation and cloud-based integrations can simplify operations, boost productivity, and elevate compliance—all while giving your team back valuable time.

Simplify Workflow Integrations Across Field and Office

When your data is scattered across systems, errors multiply and productivity stalls. Workflow integrations connect the dots between your digital tools, allowing your data to flow smoothly from field techs to back-office staff without manual re-entry.

Whether your field crew is submitting inspection forms or logging maintenance issues, data can instantly sync to:

  • Google Sheets for real-time data tracking
  • Dropbox for document storage and retrieval
  • SharePoint for company-wide collaboration

GoCanvas integrates cloud applications into one unified workflow. This means faster communication, less back and forth, and fewer headaches. Your office team can access the latest data the moment it’s submitted—no waiting, no delays, no bottlenecks.

Improve Accuracy and Compliance with Cloud Automation

Compliance isn’t just about ticking boxes, it’s about protecting your business and your team. By embracing cloud automation, you eliminate risks tied to human error, missing paperwork, and outdated processes.

Here’s how centralized, cloud-based systems improve compliance:

  • Standardized forms ensure that data is collected the same way every time.
  • Real-time syncing keeps everyone working off the latest information.
  • Audit trails are built in so that every signature, edit, and timestamp is recorded.
  • Secure cloud storage ensures your records are backed up and accessible at all times.

For industries like construction, utilities, and field services where safety checklists, equipment logs, and service agreements are required, cloud automation with GoCanvas helps effortlessly maintain operational transparency and regulatory compliance.

Cloud Automation for Hiring and Seasonal Workflows

Hiring seasonal staff? Managing temporary crews during peak periods or after emergencies?

GoCanvas cloud integration services simplify onboarding and task assignments. When new workers are added to your team, all their job data—including time logs, task checklists, and performance forms—can be automatically routed to your HR system or shared drives.

Cloud integration tools allow you to:

  • Automate employee time tracking, then sync it with payroll.
  • Use shared folders in Dropbox or SharePoint for storing training docs.
  • Auto-populate Google Sheets integration with hours worked or job completion rates.

Instead of onboarding delays or lost time cards, everything is captured digitally and shared instantly. That means more time spent on productive work and fewer errors when it’s time to cut checks.

Integrate Cloud Tools to Make Better, Faster Decisions

One of the biggest benefits of cloud integration is better visibility. When your data is centralized, clean, and current, your decision-making becomes smarter and faster.

Let’s say you’re managing storm recovery across multiple jobsites. With GoCanvas:

  • Field teams upload inspection reports via mobile forms.
  • Data feeds automatically into a centralized Google Sheet.
  • Office staff can track progress, flag issues, and generate reports in minutes.

No more piecing together information from texts, emails, and scattered documents. With real-time visibility, your leadership team can prioritize resources, manage risks, and keep customers informed—all from a single dashboard.

Automate Reporting and Document Storage with Workflow Integrations

Filing paperwork? That’s a thing of the past.

With GoCanvas integrations:

  • Reports generate automatically; no manual formatting required.
  • Files are stored securely in the cloud, not buried in folders or filing cabinets.
  • Teams can search, retrieve, and share documents instantly.

Let’s face it: Searching for that one work order from last quarter shouldn’t feel like a scavenger hunt. Whether you use SharePoint integration for document collaboration or Dropbox integration for storage, GoCanvas ensures every file is where it should be in a way that’s organized, accessible, and secure.

Eliminate Manual Uploads with End-to-End Cloud Integration

Manual uploads don’t just waste time; they introduce errors, create duplicate records, and frustrate your team.

With GoCanvas:

  • Mobile data is automatically routed to your integrated systems.
  • You can build no-code workflows that push data from forms to sheets, drives, or business apps.
  • Updates sync across platforms in real time—no manual exporting, no email attachments.

This seamless data transfer doesn’t just reduce errors; it increases confidence in your data. Your field techs know they’ve submitted it. Your office staff knows it’s been received. And your leadership team can make data-driven decisions with zero lag time.

Future-Proof Your Operations with GoCanvas Cloud Integration

As your business grows, so do your data needs. A disconnected tech stack might work for a while, but it won’t scale. With GoCanvas, cloud data integration lays the foundation for long-term operational success by bringing your tools, people, and processes into one connected system.

Whether you’re a small business using Google Workspace or a larger enterprise working with Microsoft 365, GoCanvas adapts to your stack—no complicated development required.

Make the Shift Today: Automate Your Entire Workflow

It’s time to say goodbye to duplicate data entry, outdated processes, and lost paperwork. With GoCanvas cloud integration, your field and office teams can finally work as one.

You’ll:

  • Reduce administrative tasks.
  • Improve accuracy and compliance.
  • Get real-time visibility into every part of your business.
  • Create scalable, repeatable workflows that grow with you.

Request a demo today and discover how cloud integration can power your most efficient, organized, and accurate workflow yet.

REQUEST A DEMO
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About GoCanvas

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

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

Check out even more resources

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Summer Surge Prep: HVAC Scheduling and Dispatch

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Posted on by Juanita Martinaglia

Summer Surge Prep: HVAC Scheduling and Dispatch

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Feature Image for HVAC scheduling and dispatch

When the summer heat hits, HVAC companies face more than just rising temperatures; they face an overwhelming wave of service calls, emergency repairs, and last-minute appointments. It’s the busiest and most profitable time of year, but also the most chaotic if your business isn’t equipped with the right tools.

For many HVAC service managers and dispatchers, staying on top of urgent requests while maintaining quality service can feel like a juggling act. And if you’re still relying on whiteboards, paper job sheets, or spreadsheet-based systems, your team is already a step behind. Manual processes lead to scheduling conflicts, miscommunication, and wasted technician hours, especially during the peak season rush.

The Summer Surge Challenge

Every HVAC business expects the summer spike in demand, but that doesn’t make it any easier. You’re often dealing with overlapping appointments, urgent system failures, and customers who need fast service now. Add in variable technician availability, changing routes, and a mix of planned maintenance and emergency calls, and your day-to-day scheduling can suddenly spiral into disarray.

These operational challenges are magnified if your team is still using manual scheduling methods. Double bookings, late arrivals, lost paperwork, and delays in office-to-field communication can quickly pile up, hurting your customer satisfaction and your bottom line. That’s where understanding the difference between scheduling and dispatch becomes crucial. In HVAC service management:

  • Scheduling is the process of deciding which job gets done, when, and by whom.
  • Dispatch is the act of actually sending out the technician with the job details and directions.

If scheduling is the strategy, dispatch is the execution, and both must work in sync to stay ahead during the summer surge. The good news? Scheduling and dispatch problems aren’t inevitable. The right HVAC scheduling program can help you streamline your entire process, from the first call to the final invoice.

Why HVAC Scheduling Software Is a Game Changer

HVAC scheduling software isn’t just about putting appointments on a calendar. It’s about bringing your entire workflow, technician availability, service types, time windows, and customer preferences into one connected, efficient system.

With modern HVAC scheduling tools like GoCanvas®, dispatchers and managers can:

  • View real-time technician availability across all jobsites
  • Assign and reschedule appointments with a simple drag-and-drop functionality
  • Dispatch technicians instantly with job details, directions, and updates sent right to their mobile device
  • Track progress throughout the day with live status updates
  • Avoid overbooking and ensure better time management across the board

By integrating both scheduling and dispatch into a single platform, you eliminate delays, reduce errors, and ensure every job moves smoothly from planning to completion. Instead of working from static schedules or relying on back-and-forth calls, your team can move with the pace of the season. Whether you’re handling 10 jobs per day or 50, a flexible, cloud-integrated platform helps you scale without losing control.

Digitize Job Forms to Eliminate Paper Pileups

One of the fastest ways to gain efficiency during peak season is to go paperless. In addition to getting lost, damaged, or left in trucks until the end of the week, paper job forms also require office staff to retype information, scan documents, and manually input job data into your systems, wasting valuable time and introducing the potential for errors.

With GoCanvas digital forms, HVAC technicians can complete all their paperwork on mobile devices in the field. From checklists and diagnostics to parts used and customer signatures, everything is captured in real time and sent instantly to the office.

This not only eliminates the administrative burden but also creates standardized, accurate records for every job. You can easily retrieve any form for billing, compliance, or service history purposes, with zero lag or confusion.

With digital forms, you can:

  • Capture service details, photos, and signatures on the spot
  • Standardize data collection across your team
  • Eliminate manual uploads and retyping at the office
  • Maintain accurate records for billing, compliance, or follow-up

Ready to streamline service calls, improve accuracy, and ditch the paperwork headaches? Make the switch to the HVAC mobile app and mobile forms today.

Cloud Integration: From Office to Field in Real Time

Even the best digital tools lose their edge if they don’t talk to each other. That’s why cloud-integrated HVAC scheduling software is essential for staying connected, especially when time is short and workloads are heavy.

GoCanvas integrates with platforms like Google Sheets and other cloud-based systems, allowing job information to sync instantly from the field to your back office. That means no more emailing attachments, chasing techs for missing forms, or manually uploading job sheets at the end of the day.

Dispatchers and office staff get immediate access to job status updates, parts used, customer signatures, and more. This live data feed allows your team to make faster decisions, provide real-time updates to customers, and reduce delays caused by missing or incorrect paperwork. When scheduling is synced with real-time dispatch and field reporting, your entire operation moves as one.

Streamline Customer Communication

Fast, transparent communication can make or break a customer’s experience, especially during high-stress HVAC emergencies. Today’s homeowners expect real-time updates, timely arrivals, and professional follow-up, and HVAC scheduling software makes it easier to meet and exceed those expectations.

With GoCanvas, your team can send automatic appointment reminders, job confirmations, and real-time notifications when technicians are en route. Customers stay informed, which helps reduce no-shows, cancellations, and repeat calls caused by miscommunication.

HVAC scheduling software helps you:

  • Send automated appointment confirmations and reminders
  • Update customers when technicians are en route
  • Provide accurate ETAs and job summaries
  • Minimize no-shows and callbacks

After the job, digital summaries and service records can be shared instantly, helping you build trust, maintain professionalism, and increase customer loyalty during your busiest season.

Get Ahead of the Heat with GoCanvas

Summer doesn’t have to mean chaos. With the right HVAC scheduling software and workflow automation tools, your business can turn peak season into a period of maximum productivity and growth. You’ll save time, improve service quality, and free up your team to focus on what matters most: delivering top-tier HVAC solutions to customers when they need them most.

GoCanvas helps HVAC teams:

  • Digitize field operations with mobile job forms
  • Schedule and dispatch technicians in real time
  • Integrate seamlessly with cloud tools for streamlined data flow
  • Eliminate manual paperwork and reduce admin time
  • Improve communication across the office, field, and customer touchpoints

Whether you’re a small service team or a growing operation managing multiple crews, GoCanvas offers flexible, scalable solutions built to handle your seasonal surges and your long-term success. Request your demo today!

REQUEST A DEMO
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About GoCanvas

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

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

Check out even more resources

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Peak-Season Prep: Stay on Track with Construction Scheduling

Blog share image for construction scheduling
Posted on by Juanita Martinaglia

Peak-Season Prep: Stay on Track with Construction Scheduling

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As summer approaches, construction companies across the country gear up for their busiest time of year. Field crews expand, jobsites multiply, and deadlines get tighter. But while your team is preparing to ramp up hiring and operations, there’s one critical question: Is your construction scheduling system ready for peak season?

For many operations managers and field supervisors, the real bottleneck isn’t the workload; it’s outdated processes. Relying on paper-based crew scheduling or disconnected systems can turn even simple tasks into costly delays. When every minute counts, manual paperwork and clunky workflows can hold back your entire operation.

Explore how digital forms and workflow automation can help you stay ahead of the curve during the busy season. From optimizing construction scheduling to eliminating admin delays, this guide will help you get organized, stay compliant, and keep every project on track—no matter how chaotic things get.

Why Peak Season Demands a Smarter Approach

Busy season means more jobs, more workers, and more moving parts to manage. But if you’re still juggling paper schedules, text message updates, or spreadsheets that live on one desktop, you’re setting yourself up for slowdowns. Some of the most common peak-season pain points include:

  • Missed or delayed job starts due to unclear scheduling
  • Field crews waiting for assignments or materials
  • Repeated data entry between paper forms and office systems
  • Compliance risks from incomplete or missing documentation
  • Lack of real-time visibility into job progress and crew status

This is where scheduling and dispatch make a difference. In construction, scheduling is the process of determining which crew or task needs to be executed next, at what time, and on which site, while dispatch is sending the right people, equipment, and instructions to the right place. Think of it like this: Scheduling picks the next move, and dispatch makes it happen. 

Efficient scheduling prevents downtime. Smart dispatch ensures the plan is carried out in the field without delays or confusion.

Sound familiar? The good news is that you don’t have to run your busiest months on outdated processes. With construction workflow management tools like GoCanvas®, you can digitize your operations and stay agile through every phase of the project.

Smarter Construction Scheduling Starts in the Field

Whether you’re managing one jobsite or 20, real-time field crew scheduling software makes it easier to coordinate people, equipment, and materials across multiple locations, ensuring the right resources are in the right place at the right time without the usual delays or confusion.

With GoCanvas, you can:

  • Create mobile-first digital forms for job check-ins, timesheets, equipment logs, and more.
  • Schedule crews and dispatch updates directly to their phones or tablets.
  • Eliminate the need for paper schedules and manual data transfers.
  • Track work completion, time on site, and resource usage in real time.
  • Standardize workflows and reduce training time for seasonal hires.

By streamlining crew scheduling and dispatch, your teams spend less time waiting and more time working, keeping projects moving forward even when things get hectic.

Eliminate Paperwork Bottlenecks with Digital Workflows

Peak season isn’t the time to be chasing down missing paperwork. With GoCanvas, your field data flows directly into your system of record—no scanning, retyping, or copying and pasting is required.

Whether you’re documenting daily logs, safety checklists, or inspection reports, you can:

  • Collect consistent data every time with required fields and logic controls.
  • Ensure instant access for office teams, supervisors, and stakeholders.
  • Keep a clear digital trail for compliance and auditing.
  • Eliminate lost forms and manual entry errors.
  • Analyze submissions for trends or delays in real time.

Are manual processes slowing your team down? GoCanvas has the solution! From safety inspections to jobsite reporting, our digital workflows are built to simplify your busiest season.

Peak-Season Planning That Actually Scales

The reality is, many field teams struggle with scale—not because of a lack of talent or tools on the ground, but because their systems aren’t built for growth. The more jobs you take on, the more friction you’ll feel from inefficient scheduling or disconnected data.

GoCanvas helps eliminate that friction by giving you a flexible, scalable solution that grows with your business.

  • Start with your most paper-heavy processes, like crew check-ins or safety audits.
  • Customize forms to match your workflow without any coding.
  • Integrate with Google Sheets or other systems to centralize reporting.
  • Instantly roll out updates across jobsites.
  • Maintain full control over your construction workflow management, no matter the season.

Just like a CPU scheduler chooses the next task and a dispatcher executes it, GoCanvas gives you both the control and execution power you need to run smoother projects. When you combine field crew scheduling software with workflow automation, your operations become leaner, faster, and more responsive.

Ready to See What You Could Be Saving?

Every hour your team spends managing paper schedules or chasing updates represents time and money you could put toward actual work. GoCanvas makes it easy to see how much time you’re losing and how much more you could get done.

Final Thoughts

Peak season doesn’t have to mean chaos. With the right tools, your construction team can scale up operations, reduce downtime, and hit every deadline without the paperwork headaches. Whether you’re looking to improve crew scheduling, boost efficiency with construction workflow management, or gain real-time visibility into field operations, GoCanvas gives you everything you need to stay on track. Request a demo today and learn more about how GoCanvas supports construction scheduling and field efficiency.

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About GoCanvas

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

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

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The Next Generation of HVAC: How Bruner Corp. Increased Efficiency by 62.5%

The Next Generation of HVAC: How Bruner Corp. Increased Efficiency by 62.5%

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Industry: HVAC

HQ Location: Hilliard, OH

Website: Visit Here

Overview

Overview

Bruner Corporation, a leading mechanical contractor in Ohio, encountered operational challenges as its business grew. The company’s reliance on paper-based processes created bottlenecks that slowed down workflows and affected overall efficiency. To address this, Bruner adopted GoCanvas’s mobile platform, which transformed its operations by digitizing paperwork. As a result, the company saved over 800 hours annually, increased efficiency by 62.5%, and saw a significant return on investment, all while streamlining processes across its field teams.

The Problem

The Problem

Bruner Corporation’s paper-reliant workflows became a major obstacle to the company’s rapid business expansion. The growing volume of paperwork caused delays that often stretched project completion times to as long as eight days. Coupled with the administrative burden of managing physical documents, these inefficiencies demanded a solution that would reduce turnaround time and boost overall productivity. Bruner needed to move away from traditional methods and find a way to modernize its processes for greater operational efficiency..

Highlights

800+

productivity hours saved annually

62.5%

increase in efficiency

$490,144

annual ROI

The Solution

The Solution

To begin the transition from paper to mobile, Dan Spurgeon, service operations manager at Bruner, started searching for options. While the company’s existing ERP system had some capabilities, the system came with a hefty price tag of $5,000 per user plus an annual fee. Then Dan discovered the GoCanvas platform, which featured a do-it-yourself mobile form builder and flexible pricing options.

After signing up for a free trial, Dan presented the team at GoCanvas with over 20 different types of paper forms that Bruner was using, including service orders, work orders, machine cleaning reports, and preventative maintenance reports.

The GoCanvas team worked with Dan to convert these paper forms into mobile-based versions, then began testing the new digital forms with a group of technicians to gather feedback. They quickly found that giving technicians the ability to complete forms from a smartphone and submit these in real time significantly reduced the number of lost and incomplete reports. Additionally, the ability to collect signatures, photos, and GPS coordinates enhanced data quality compared to handwritten reports.

After Bruner’s free trial ended, the company began steadily rolling out GoCanvas to its 70+ field technicians, incorporating features such as Dispatch, Departments, and Folders to improve data organization. The Departments feature has been particularly useful, as it has allowed the company to separate forms and data for its Construction, Warehouse, and Service groups. This helps users know exactly which forms to fill out when logging on via their mobile devices, and the back office can easily export data based on department.

Additionally, the managers in the office gained real-time insight into the daily activities of all field technicians.

“I like the dashboard a lot,” said Dan. “I can see how linear the activity is, especially for the daily work orders. If I see it spiking, then I know [technicians] aren’t turning things in as they should be.”

These changes have reduced Bruner’s entire process from eight business days to just three and allowed the company to recoup 845 hours in annual productivity.

The Outcomes

The Outcomes

Along with increased efficiency in data processing and reporting, Bruner has seen significant improvements in cash flow and expense management.

Before GoCanvas, technicians delivered expensive parts using paper forms—and when parts went missing, Bruner was responsible for replacing them. Today, Bruner uses a mobile form to capture a photo and a GPS stamp that confirms the location of the delivery, a feature that saves the company between $1,000 and $12,000 per month.

Altogether, the 20 mobile forms created with GoCanvas save Bruner $6,000 annually in paper costs alone.

Ready to Rethink How You Work?

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

CONNECT WITH AN EXPERT

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NAC Mechanical Services Saves $450,000+ Using GoCanvas

NAC Mechanical Services Saves $450,000+ Using GoCanvas

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Industry: HVAC

HQ Location: Washington, D.C.

Website: Visit Here

Overview

Overview

NAC Mechanical Services—or NAC Group—was founded in 1983 by the Noyes family. The family has been involved in the HVAC service industry since the 1950s, and their early commitments to integrity and excellence have allowed NAC to flourish in the Washington, D.C., metro area. As a full-service mechanical contractor that specializes in HVAC systems, NAC is one of the most innovative providers in the industry. From being one of the first companies offering 24-hour equipment monitoring to joining the U.S. Green Building Council, NAC has continued to evolve to better serve its customers.

Highlights

  • $405,000 in saved billable hours annually
  • $47,940 in annual payroll processing savings
  • Increased customer satisfaction
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Background

Icon of magnifying glass.

Background

NAC provides a range of HVAC services, including design/build construction, mechanical renovations, repair/maintenance contracts, emergency rentals, and energy efficiency consultations, just to name a few. To provide better services to customers and continue to expand the business, NAC needed a solution to help its HVAC technicians work more efficiently in the field, as valuable time was being lost to outdated paper processes and systems.

According to General Manager Chris Kaufman, repeat site visits emerged as another issue for the business. Repair quotes usually required a sales engineer to make a second trip to a site—which, in the D.C. Metro area, averaged out to a three-hour trip at $100 per hour, plus fuel costs.

The Solution

The Solution

In September 2014, NAC adopted the GoCanvas platform to address these challenges. GoCanvas, the global leader in mobile forms for businesses, has helped thousands of HVAC businesses replace cumbersome paper forms with highly customizable mobile forms that improve data collection and productivity.

Businesses can search the GoCanvas application store for over 20,000 mobile form templates. These templates can be completely customized with the online drag-and-drop App Builder tool, which many businesses use to build their own forms from scratch. Factor in features like Dispatch, Workflow, uploading price and customer lists, and integration with other systems, and GoCanvas dramatically changes the way work gets done.

“Before choosing GoCanvas… we tested several tablets and platforms, as well as using fillable PDFs and third-party file-sharing apps. At one point, we thought we had finalized an acceptable process using iPads and a file-sharing service, but we discovered GoCanvas and it was an enormous change for the better.” –Chris Kaufman, General Manager

Setup

As with most GoCanvas subscribers, NAC’s implementation was done in stages, with the substantial benefits outweighing the time commitment.

“After testing some GoCanvas forms with five users, we went all in and pushed [GoCanvas] to the field with very little difficulty,” Chris said. “Surprisingly, it was very smooth.”

To facilitate this smooth transition, GoCanvas worked closely with Chris throughout the entire adoption process, from testing to full deployment.

After Adoption

NAC now has over 50 technicians using the GoCanvas platform and filling out a combined total of over 1,200 mobile HVAC forms each month. All data from these forms is immediately transmitted to the office.

Technicians

  • NAC’s HVAC technicians receive jobs on their mobile devices via GoCanvas’s Dispatch feature, which tells them where to go and what to do on the job site.
  • The HVAC Work Order Ticket form contains a list of serviceable items (boiler, chiller, cooling tower, heat pump, evaporator coil, etc.) and provides the ability to capture detailed information about the work technicians do and the materials they use. Technicians can even take and upload pictures of the unit name tags on each piece of HVAC equipment they service.
  • Drop-down fields and checkboxes are used whenever possible to speed up the data entry process.
  • Technicians use the “talk to text” feature on their iPads to quickly capture information. This allows them to provide more detail than ever, without taking any more time out of their busy days.
  • To streamline time tracking and payroll processing, technicians record their hours and capture a GPS location for each job.
  • Technicians do not receive their next job until they have submitted their completed ticket or HVAC report.

Back Office

  • To automate the payroll process, GoCanvas’s Professional Services team connected GoCanvas to a SQL server database that automatically generates a spreadsheet.
  • Billing is now done daily instead of weekly, with NAC typically billing customers within 30 minutes of HVAC services being completed.
  • With GoCanvas, sales engineers can quote jobs more accurately and much sooner without having to drive out to sites, as they’re now able to access pictures of HVAC equipment and unit labels that show them exactly what they’re dealing with.

The Outcomes

The Outcomes

For NAC, switching to GoCanvas has had a dramatic positive impact that includes:

  • $405,000 in saved billable hours annually: Technicians no longer have to make weekly paper form drop-offs at the office, freeing up an average of 2 hours per technician per week. “Rather than wait for Mondays to collect tickets for billing, we are actually billing daily, so cash flow has increased,” said Chris.
  • $47,940 in annual payroll processing savings: What previously took two employees 16 hours per week now takes one employee just two hours per week.
  • Increased customer satisfaction: Because there is no fixed limit to the length of a GoCanvas form, NAC can give customers detailed breakdowns of the services they’re receiving. These in-depth documents help customers develop a greater understanding of the value being delivered.

Ready to Rethink How You Work?

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

CONNECT WITH AN EXPERT

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A man using GoCanvas for the digital transformation of his workflow.

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Connect with an Expert Today.

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