Forms

How Timesheet Forms Work for Management [+Templates]

Posted on by GoCanvas Team

How Timesheet Forms Work for Management [+Templates]

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Timesheet forms are an excellent way for businesses to manage time for their employees. Companies can use different timesheet forms, such as a weekly timesheet, a monthly timesheet, a biweekly timesheet, or even a daily timesheet. All of these tools are useful for time tracking of work hours. 

There are many simple resources available for printable timesheet templates using Microsoft Word or Excel timesheet templates. These different forms can range from straightforward timesheet templates to more advanced templates that factor in billable hours, lunch breaks, sick leave, vacation leave, time-in/time-out, hourly rates, and other valuable information. 

Another solution for businesses is to use simple timesheet form apps that track employee hours and the number of hours worked by contractors in real-time. These apps also provide workers with the opportunity to enter time manually. This option brings a number of benefits to an organization, rather than using spreadsheets or paper.

For example, timesheet apps integrate directly with payroll and billing systems. They also can include much more advanced features, like the ability to track employee mileage and other reimbursable expenses. Continue reading this article to understand more about timesheet forms and how mobile applications work for businesses.

What frequency is best for timesheets?

Companies process payroll in various ways, including weekly, bi-weekly, monthly, or semi-monthly payroll. Each of these payroll frequencies has a specific timesheet template to meet a company’s specific needs. 

A best practice with timesheets is to have employees or contractors complete them on a daily basis so that it is easier to keep track of hours worked. Even for timesheets submitted on a monthly basis, it can be difficult to recall any breaks taken several weeks ago or if an employee had to leave work early one day. 

Although companies may pay employees at different intervals, it is essential that a business has a defined and consistent process in place for tracking time. 

What information should a timesheet form collect?

Most timesheet forms have a space for the employee name, an employee ID, the position of the employee, the week ending date, a start and end time field for each day, and any hours deducted for lunch breaks or sick leave. 

Non-exempt employees who work over 40 hours a week can quickly document overtime pay on their timesheet. Similarly, workers who work holidays may track time paid at a higher rate during a pay period. 

For companies that want to utilize timesheets for exempt employees, the information collected may be more granular or project-related. This tracking time practice helps to understand how much services cost to deliver, how much effort is going into various jobs or projects, and how effectively employees use their time.

What are the problems with paper and spreadsheet timesheet forms?

Paper forms present many problems to workers and companies. Although paper may seem like an easy and inexpensive option for documenting time, here are some of the hidden costs of paper forms and spreadsheets: 

  • Error-prone: Regardless of intent, workers filling out these forms can make errors in entering start-times or end-times. These errors can lead to over and under calculating hours worked and will require additional resources to fix the errors. This costs both the workers and the companies who lose income or revenue due to errors. 
  • Misplaced paper: Paper-based timesheets are also subject to being lost or misplaced, which can slow down payroll for workers. It can also have an impact on the availability of historical data related to employee time tracking. 
  • Data-loss: Spreadsheets may become corrupted, users may overwrite data, or anyone on a workplace network can inadvertently delete time tracking files. 
  • Lack of accessibility: Both paper and spreadsheet timesheet forms are not that accessible for workers either on the road or working offsite. 
  • Lack of insights: It’s difficult for companies to gain insightful information from paper-based timesheets since the data on paper is not accessible without being manually entered.

Online timesheet forms and timesheet apps

More companies than ever are using online forms and apps to track employee hours. These online forms and apps can be easier to use, more accessible, and have enhanced or automated workflows. Collecting timesheet information through an app or digital form can enable HR notifications. For example, a notification can be sent when: 

  • An employee is approaching unapproved overtime hours.
  • An employee’s hours fall outside of the regular hours of a business
  • The total hours noted by an employee do not reflect the time they spent in an office or their billable hours

Timesheet apps make it simple to fill out timesheets in the field. Employees can use their smartphones to submit their hours worked. This level of accessibility helps workers in jobs where they are required to be in the field or they do not have a dedicated job site from which they work.

Timesheet apps also enable companies to track employee hours based on factors such as arrival and departure time with GPS and time stamps. With modern applications, businesses of all sizes can take advantage of mobile applications that allow them to streamline their operations and work more efficiently.

GoCanvas contractor and employee timesheet apps

GoCanvas has a wide range of timesheet form apps available on our website. 

These apps are effective for both contractors and employees. GoCanvas has pre-built templates for a monthly, biweekly, or daily timesheet template, and many other types of employee timesheet templates. These simple solutions can help to improve and streamline processes for your business, especially when it comes to paying workers. 

Apps are able to leverage the native functions in iOS and Android devices, such as GPS and built-in time tracking. This can be used to automate the clock-in/clock-out process and verify a worker’s location. 

The use of these tools helps process payroll efficiently. Companies can bill clients or customers where a worker has to visit a job site or track hours spent working on a specific project.

For contractors, timesheet apps can be implemented directly by companies for contractors to track hours or can be a tool that contractors use to document hours and bill customers directly. 

GoCanvas can accept Credit Card payments in its apps through Square, an industry-leading payment processor. One helpful feature is the ability to do calculations. You can simply enter the number of hours worked and have the app use pre-built formulas with hourly rates that can generate invoices in real-time. 

GoCanvas apps can integrate directly with payroll processing companies such as QuickBooks and Xero and countless other apps through our Zapier integration. These integrations make the processing of timesheets occur much more quickly, ensuring that pay for employees occurs in a timely fashion. 

This helps human resources departments and payroll specialists to avoid spending hours each week inputting timesheets and payroll information. Effective timesheet apps are designed to work with the tools you have in place today and to transform the way workers track time in the field.

Timesheet Form Templates

GoCanvas has customizable templates for all of your businesses’ time tracking needs. Here is a list of some of our most commonly used timesheet form templates that are available for you to access on the GoCanvas app store.

Simple Timesheet Form

simple timesheet form template

In need of a simple timesheet form for your business? This GoCanvas app allows you to track employees’ hours worked, collecting details about the work or tasks performed on the job. Our basic timesheet form is designed to be customized for any business or job type, giving you more flexibility to manage timesheets for your unique business purpose.

Access the simple timesheet form template to get started for free.

Daily Timesheet Form Template

basic daily timesheet form

Daily timesheet forms are commonly used when businesses have hourly workers and their hours can vary depending on the day of the week. Using this daily timesheet form template on GoCanvas, you can keep a record of time and attendance details from across locations and employees. Track hours, assess overtime, sign off on approvals, and manage the entire daily timesheet process from this simple app.

Access the daily timesheet form template to get started for free.

Weekly Timesheet Mobile App

weekly timesheet form template

Many businesses also prefer to have a weekly timesheet that documents the summary of all work performed in a given week. Using the weekly timesheet form template, businesses can easily keep track of hours, days, and weeks for a payroll pay period. Access reports, export the information as a PDF, or use the data to automate other business processes using an integration with other cloud applications.

Access the weekly timesheet form template to get started for free. You can also find our bi-weekly timesheet template form that is similarly designed for companies that prefer bi-weekly payroll sheets.

QuickBooks Timecard Mobile App

quickbooks timesheet form template

QuickBooks is widely used by companies for processing payroll. To easily integrate timesheets with your payroll processes, use this timesheet form that is designed to connect with QuickBooks. Integrating data and cloud applications is one main benefit of using GoCanvas for timesheet forms and other types of digital forms. Instead of Excel forms and Google Sheet forms for timesheets, using GoCanvas brings you the ability to automate workflows and eliminate manual work or data entry. 

Contact our team to learn more about our integrations and access the QuickBooks timesheet form on the GoCanvas app store.

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About GoCanvas

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

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

Check out even more resources

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5 Free Templates for Builder Checklists

Posted on by GoCanvas Team

5 Free Templates for Builder Checklists

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What is a construction checklist?

A construction checklist is a simple project management tool used to help contractors keep track of a list of items that need to be completed or inspected as part of a job or work order. Building construction includes many different types of jobs to be completed throughout the project lifecycle, so companies will typically have many types of standard checklists to use for a given job. 

How do you create a construction checklist?

The most basic construction checklist can be created using a paper form. Excel checklists are also commonly used to create templates for building construction. Excel checklist templates are technically free to download, however, this form of recording data is not always in the best interest of a construction company.

For example, if you are a medium or large business with a distributed workforce, keeping track of Excel spreadsheets or dealing with manual data entry from paper forms can be a drain on company resources. The hidden costs of Excel templates and paper forms include:

  • Redundant and time-consuming work
  • Lost data and rework
  • Lost revenue and productivity
  • Decrease in employee satisfaction

A better way to create construction checklists is to use mobile apps and forms designed to increase productivity and streamline business operations.

Why every builder needs digital tools for construction

Construction work requires a great deal of paperwork to start and finish projects. Instead of relying on paper forms, construction companies have started to use digital building construction forms that eliminate manual work.

These building and construction apps can be accessed by desktop and mobile devices, making them ideal for workers who want to use them at work sites without an internet connection. Form fields are completed using an app and PDF reports are automatically generated to be stored in the cloud and shared with anyone that needs to access the information.

Builders can create checklists and other types of forms to digitize all of the critical information that is created and stored as part of a project. Builders and contractors need digital tools for construction to create a competitive advantage, increase their productivity, and lower their costs by embracing simple technology designed for the jobsite.

5 Free Templates for Builder Checklists

GoCanvas is a trusted provider of mobile apps and forms for the construction industry. Using our no-code platform for mobile apps, contractors and builders can quickly digitize their paper forms without help from IT. The GoCanvas App Store has over 20,000 templates that can easily be customized to fit your business needs. Simply search the app store for building construction templates or follow the links below to some of our top checklist forms used by builders.

Project Startup Checklist Template

The project startup checklist is a project management app to make sure that all pre-construction services are checked before work begins. The construction project plan app covers everything from defining the scope of work at the job site, to developing the construction project plan and timeline. 

You can also customize the construction requirements checklist for your business needs to ensure that every step of your process is included. Once completed, the general contractor, management, and other stakeholders can sign off on the project requirements electronically to ensure that all quality standards are met.

project startup checklist template

Project Closeout Checklist Template

The project closeout checklist app is designed to help with quality assurance, project closeout forms, and the entire contract closeout process. The app helps with inspecting completed work and getting the appropriate signoff from the contracting officer, design, and construction teams. 

Use this app to ensure that all details are covered when handing off project work for quality assurance purposes and that requirements from the general contractor and project managers have been met.

project closeout checklist template

Work Site Inspection Checklist Template

Routine occupational safety inspections are required at all job sites. The work site inspection app ensures that your work areas are meeting necessary safety requirements and safety training is completed prior to work.

This safety report app reviews personal protective gear, employee fall protection, and other safety standards for the job site. Use this app to help ensure that your company is meeting employee safety standards and that all construction work is performed in a safe work environment.

worksite inspection checklist template

New Home Construction Checklist Template

The new home construction checklist is designed to ensure that homes are move-in ready. The app also generates an electronic version of the report that can be accessed and shared online. 

Designed for use throughout the building process, the app covers both indoor and outdoor items in a new home, including inspecting the hot water heater, garage door, air conditioning unit, and plumbing fixtures. The customizable app for house building also helps ensure that building codes are followed and that the building project is completed according to the original house plans.

new home construction checklist

Simple Construction Task List Template

The construction task list app helps managers and construction contractors keep their tasks organized each day. Add notes about the construction process, manage schedule milestones, and more using the digital task list. This app helps ensure that construction contractors are all on the same page when it comes to timeline management and the work schedule, giving management transparency into the status of the project. Reports are saved electronically and can be easily shared with the general contractor, construction manager, and others on the construction team.

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About GoCanvas

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

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

Check out even more resources

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9 Examples of Construction Forms for Contractors [+ Templates]

Posted on by GoCanvas Team

9 Examples of Construction Forms for Contractors [+ Templates]

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The construction industry uses forms to collect and share information at every stage of a project. Traditionally on paper, these forms are now being converted into digital forms that enable workers to share information via mobile devices and tablets on the job. There are many benefits of moving to a digital form rather than paper:

  • Reduction in manual work and costs
  • Greater business insights
  • Data loss prevention
  • Lowered risk and liability
  • Better client and employee experience

Bringing construction forms online is one step in digitization for construction firms and contractors, bringing information online into a secure cloud location for real-time and accessible data to use in reporting.

What are the top forms used by construction firms and contractors?

As a leading provider of mobile forms for the construction industry, GoCanvas has seen many different types of forms created using our no-code platform to launch apps and forms in the field. All of this can be done without advanced technical knowledge and our platform is highly customizable to meet all of the construction industry’s needs for mobile forms. 

This blog article compiles the 9 common types of forms that are used by contractors to streamline their workflows and create business efficiencies. Continue reading for a summary of how these forms are used and follow the links in this article to dive into our free templates and examples.

#1 Inspection Forms

Construction companies are required to perform routine inspections for many different purposes. The construction inspection form is a template with all of the fields that need to be filled out by an inspector. Common inspection forms include:

  • Safety inspections
  • Building inspections
  • Machinery or equipment inspections
  • Vehicle inspections
  • OSHA inspections

The common workflow for companies is to dispatch jobs to workers to perform the inspection, collect required signatures on the job, and automatically generate a report that is sent after the inspection is completed. 

Find Inspection forms and templates here on the GoCanvas App Store.

inspection form template

#2 Construction Checklist Forms

Often included with inspection forms, construction checklists are very widely used in the construction industry. A simple construction checklist provides employees with a common template that is used to ensure the proper items are all being covered. Digital forms provide the added benefit that required fields can be used to make sure that information is completed, cutting down on the need for re-work and mistakes. The digital construction checklist can also have dynamic fields, meaning that certain form fields can be added or removed depending on the responses. This helps save time for workers by reducing the number of form fields to be only what is required for that specific job. 

Find Checklist forms and templates here on the GoCanvas App Store.

checklist form template

#3 Work Order Forms 

Work order forms are widely used in the construction industry to help automatically dispatch workers to perform a job or task. Using digital forms for work orders, contractors can streamline the process and eliminate manual work. Using work order templates and forms, contractors can complete work orders offline and have them sync back to the cloud once internet service is available. Using digital forms allows workers in the field to take advantage of automatic calculations for things like labor and material costs and it enables digital signatures and automatic reports to be generated. If change orders are required, all of this can be done from the same platform and brings greater efficiency and visibility into job operations in the field and on job sites.

Find Work Order forms and templates here on the GoCanvas App Store.

#4 Construction Timesheet Apps

Contractors are using construction project management apps to track employee hours worked. Having this information online allows for more efficient operations, with the ability to integrate with payroll and HR applications that your business already uses. Construction timesheet apps make it easy for workers to fill out their timesheets from anywhere using a mobile device to complete the form. Construction timesheet apps have other advanced features like GPS monitoring to automatically track arrival and departure times from a jobsite or to create a record that the work was performed at the correct location.

Find Construction timesheet forms and templates here on the GoCanvas App Store.

#5 Safety Forms

Safety is a top priority in the construction industry and there are many types of safety forms that are used to help track and manage these safety programs. Some common examples include:

  • Digital toolbox talks to ensure workers engage with safety programs and management can track compliance across job sites.
  • Forms to complete job safety analysis 
  • Digital copies of safety data sheets
  • Incident and accident reports and other forms to ensure compliance with OSHA

Safety forms allow companies to track and report in real-time on the progress of their safety programs, giving safety managers the opportunity to understand trends and take the appropriate next steps. This helps to reduce a company’s risk and liability, leading to greater workplace safety and productivity.

Find Safety forms and templates here on the GoCanvas App Store.

safety forms templates

#6 Construction Daily Reports

Construction daily reports are essential for capturing the progress and details of a project. Digital forms are used by construction companies to digitize their logs and give managers the ability to capture all of the required information through a mobile device for the construction daily report. Mobile logs help with project management, helping to eliminate paperwork and other manual tasks for workers. For complex projects, digital logs can help to keep projects on schedule and provide greater transparency into your operations for all stakeholders that need this information. Simply log all of the details from a job site and mobile apps help to digitize this information for reporting purposes.

Find Log forms and templates here on the GoCanvas App Store.

log form templates

#7 Estimate Forms 

Digital forms are useful for contractors that need to provide estimates on the job. Using a mobile phone or tablet contractors can generate estimates in the field and have the information digitized for records. Most commonly, contractors use estimate forms to help them calculate the exact pricing for materials, parts, and labor costs using data that is stored in the mobile application. All of this information is updated in real-time with the latest pricing information, helping to ensure that estimates are accurate for clients. With digital signatures, clients can sign off and reports can be generated to document the entire process for your business.

Find Estimate forms and templates here on the GoCanvas App Store.

estimate forms templates

#8 Invoice Forms

Similar to the use case for creating an estimate and work orders, digital forms can also be used when your business needs to generate an invoice for a customer. Once the work has been completed, an invoice can be generated using mobile forms and apps for contractors. This digital experience allows you to manage the entire process from a mobile device. Integrated with payment processing via services like Square or Stripe, mobile forms provide an easy way to generate invoices and collect payment from the field.

Find Log forms and templates here on the GoCanvas App Store.

invoice forms templates

#9 Contract Forms

Contracts are widely used in the construction industry as legal forms to document an agreement between the contractor and client. Instead of managing this process using paper forms that can be easily lost or damaged, companies are switching to digital forms for contracts and proposals.

Contract forms can be customized to include all of the relevant information, including client project needs, budget information, solution details, and project timeline. Make changes in real-time as the project progresses and collect signatures to track updated agreements.

Find Contract forms and templates here on the GoCanvas App Store.

contract forms templates
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About GoCanvas

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

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

Check out even more resources

Three inspection workers on job site.

The Ultimate Guide to Quality Control Inspections

Managing a construction project is a complex and stressful process. Among other things, you have to coordinate project team members, materials, and equipment and ensure that contractors are not afflicted by the potential risks and hazards present at the construction site. That said, quality means different things to different people which is why you should…

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

Constructions Digital Transformation

Your competition is finding faster ways to capture data and get critical insights from the field into their existing systems. In short, they’re not going bigger, they’re getting smarter. In this 15-minute broadcast on the construction industry’s digital transformation, find out why the trend is to modernize workflows – and how you can stay ahead of the curve…

see for yourself
A electrician inspecting equipment.

See how VIP Lighting optimized efficiency with GoCanvas

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

read their story

Connect with an Expert Today.

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

Let’s Build A Plan Together

Free Material Schedule Template for Construction

Posted on by GoCanvas Team

Free Material Schedule Template for Construction

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What is a material schedule in construction?

The material schedule in construction is a document that lists all of the building materials that are required to complete the project. Material schedules are often organized based on the category for the building, with different schedules for each component. The material schedule often will include additional information such as the quantity, description, unit price, total price, and other relevant information related to the building materials.

How to prepare a material schedule in construction

For complex construction projects, there are enterprise software solutions that allow you to create a material schedule. But if you don’t have a large IT budget for technology, there are many low-cost alternatives for preparing a material schedule in construction that can help with project management. One such option to consider is using the GoCanvas material schedule template that can be built using our no-code platform for mobile forms and apps.

Why you should avoid Excel templates for a material schedule

Excel templates are available for material schedules, but this is not always the best option for businesses today. Excel is a powerful tool for analysis, but not always the right tool for every job. Some of the pitfalls of Excel templates include:

  • Human error. Information can be overwritten by mistake and it becomes hard to recognize these errors when dealing with larger volumes of data.
  • Incorrect calculations. It can be difficult to perform calculations in Excel and a formula error can lead to incorrect pricing calculations that are hard to notice.
  • Lost data. If documents are stored locally on your PC, it’s always possible that the document gets inadvertently lost or destroyed before you can save it.
  • Data is not dynamic. Most of the time in Excel the information being input is updated at a given point in time. Should prices change, the data has to be manually updated, and this can be time-consuming to keep up with.

Your contracting business can’t afford to waste time or lose money – Excel templates can become a hidden cost and drain on your business. That’s why contractors are turning to mobile apps and forms that create business efficiencies and cost savings.

Top Reasons to use GoCanvas for Material Schedule Templates

GoCanvas templates are simple for anyone to use. Using our drag and drop editor, you can create digital documents that can be used for all types of construction forms. 

Instead of using paper sheets, Google Sheets, or Excel, you can convert these documents into digital forms and apps that elevate your business operations. This can be material schedules, work orders, contracts, safety reports, and any other important documents your business uses throughout all phases of a project. Some of the top reasons to use GoCanvas templates include:

  • Secure, cloud-based data. Ensure best practices are met for data collection, using secure mobile forms and apps that digitize key business information. Ensure material schedules are accessible by anyone that needs them in real-time.
  • Integrations with other apps. Once your information is digitized, you can enrich this information with data from any other cloud-based apps your business already uses. Dynamically populate pricing information in real-time to ensure the material schedule created always has the current numbers.
  • Automatic report generation and sharing. Generate reports, gather signatures, and share documents automatically via PDF templates for material schedules.
  • Customizable form fields. Customize the form fields based on your unique business needs and do it all without any coding required. Create separate material schedules for different projects or customize the type of information that is included.
  • Embracing mobile technology. With mobile apps and forms, you can keep track of material design and parts shipments no matter where you are. Work offline from any remote location and have any information sync back to the cloud once you are able to access the internet again. 

Going digital with GoCanvas can save your construction business time and money, increase productivity, and create a competitive advantage.

Download the free material schedule template

When it comes to construction management and placing purchase orders, it can be difficult for builders to stay on top of everything that a construction project and building contract require. Use this template provided by GoCanvas to help with scheduling construction projects and tracking building materials. GoCanvas customers have found that by going digital they can save time and lower costs with apps designed for the construction industry. Management can use this app to ensure the appropriate material resources are tracked and available. The app is designed to be a planning tool to ensure the complete delivery of your construction project to your client on time through proper site preparation.

Get started with this template or simply request a demo to see how it can work for your business.

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About GoCanvas

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

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

Check out even more resources

Three inspection workers on job site.

The Ultimate Guide to Quality Control Inspections

Managing a construction project is a complex and stressful process. Among other things, you have to coordinate project team members, materials, and equipment and ensure that contractors are not afflicted by the potential risks and hazards present at the construction site. That said, quality means different things to different people which is why you should…

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

Constructions Digital Transformation

Your competition is finding faster ways to capture data and get critical insights from the field into their existing systems. In short, they’re not going bigger, they’re getting smarter. In this 15-minute broadcast on the construction industry’s digital transformation, find out why the trend is to modernize workflows – and how you can stay ahead of the curve…

see for yourself
A electrician inspecting equipment.

See how VIP Lighting optimized efficiency with GoCanvas

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

read their story

Connect with an Expert Today.

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

Let’s Build A Plan Together

The Ultimate Guide to Construction Contracts [Examples + Templates]

Posted on by GoCanvas Team

The Ultimate Guide to Construction Contracts [Examples + Templates]

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No contractor and no client should begin a substantial construction project without a contract. What does “substantial” mean, here?  First, that the complexity and duration of the project leave room for disagreements about the scope of the work. Second, that the amount of money involved for both the contractor and the client warrant legal protection.

The essence of a construction contract is often described as the contractor and client “being on the same page” about the project. That means the scope of work, timetable, payment, payment schedule, quality of work, penalties for late completion or late payment, and emergency situations.

Creating a contract with a client, and getting approval, take time. But it is safe to say no time is ever better spent on a construction project. What follows is a description of what a construction contract should include, why different types of contracts fit different projects, and some required details for any contract.

What is a construction contract?

A construction contract, of course, is a legal document. It can be enforced in a court. It outlines the scope of a project, the agreed-upon payment, and how to handle unexpected developments. Because the contract states objectively what both parties agree on, it represents a layer of protection as important to the contractor as to the client. Every contractor has run into a demand for work, without additional payment, that was not included in the original plan and run into arguments about the schedule of payments.

A contract has two great virtues: 

  1. It enables the work to begin with the client and contractor “on the same page” about what has been agreed. 
  2. It defines the legal recourse of each party if during the project they are not on the same page.

Types of construction contracts

There is no single type of contract for all construction projects. For example, a contract for a residential client will look different from a contract for a commercial client. But for any client, there are contracts with different structures that largely depend upon now payment is calculated. Here are the four most common:

Lump sum/fixed price: The client asks “How much will it cost?” and wants a single figure or lump sum for the entire project. This provides the client with an assured expenditure they are ready to accept; it provides the contractor with an incentive to get the project done fast, done right. But contracts allow for contingencies. What if the contractor finishes before or after the completion date? Is there an incentive for the former and a penalty for the latter? The contract should specify that.

Cost plus: This means that the client agrees to pay all costs of the project and, on top of that, a fixed amount or percentage of cost for the contractor’s profit.  Often, this is viewed as full protection for the contractor, but it also can produce a project cost that does not include a contractor’s “just cover myself for any problems” boost in the fixed price.  

Time and materials: In this type of contract, payment is tied to an hourly or daily rate charged by the contractor and actual costs for materials.  But consistent with the principle of a contract, clients pay additional, unexpected costs that arise during the project. One may be the contractor’s overhead or the contractor’s markup on materials the contractor obtains.

Unit pricing: Unit pricing contracts view the project in terms of measurable units—the type of task or its scope or work and the materials required.

The construction contract that is best for you, for the type of project, and for your client, depends largely upon how the contractor and the client want to structure payment.

The essentials for your construction contract

Any type of construction contract for your project will have certain key elements:

Identifying/Contact Information

Who is entering into this agreement? 

For the client, that means a name (or business name), phone number, email address, and the specific location of the property where the construction project will be taking place.

For the contractor, that means a name, business name, phone number, email address, company address, and any relevant license and insurance information.

A title for the project with its description

Your contract both names the project–“Two-Car Garage with Second Story Studio”–and describes the scope of the work. The scope of work could be a description, with dimensions and other specifications. But a blueprint or other plan could be attached to the contract to pin down the scope of work. In that case, the attachment would be signed, as well, by the contractor and the client.

What is essential is the size, components of the project, and materials to be used. Again, that may require blueprints and other attachments.

Any required licenses and permits for the project must be specified.

Projected Timeline and Completion Date

Of the essence, in any project, is the expected time to completion. Make sure to include the starting date (when the contract goes into effect) and the projected completion date.

You should be clear about what happens if you cannot complete the project by the specified completion date. That means at least that you, as the contractor, inform the client and give a new projected completion date.

Cost Estimate and Payment Schedule

In any type of construction contract, you will want to include your cost estimate and the schedule of payments for the project. Of course, before reaching the contract stage, the client will want an estimate. If that is agreed, then it can be included in the contract.

No project ought to begin before payment of a non-refundable deposit.

The additional required payment should be tied to milestones in completion of the project.

And, lastly, the contract should include late fees to protect you, as the contractor, so that late payment of what is owed includes, for example, an interest rate to be paid on the balance due.

Stop Work Clause and Stop Payment Clause

Because the contract requires you, as the contractor, to complete the work on a given schedule, you will need a clause that gives you the legal right to stop the work if the client fails to pay. At the same time, the clause will have to give the client the right to withhold payment if the project milestones are not reached on schedule.

Act of God Clause

Naturally, you will not “re-invent” the language of a contract. You will rely on one of the many templates available, now in digital form. Your construction contract template will include language that you need for protection against the unexpected. In other words, how will the work continue in circumstances beyond your control?

Such a clause outlines how you and the client will proceed if faced with a hurricane, earthquake, or drastic shortage of a given material. To some extent, this will depend upon your location and the possible exigencies. The standard language, or boilerplate, in most construction contract templates should cover this.

Change Order Agreement

As projects proceed, ideas may change. Your client may want to make some changes or additions. This means enlarging the essential “scope of work” of the project. That, in turn, means changing certain elements of the contract. The contract must specify how that will be done. A “change order” agreement makes such changes in scope, and, of course, payment, easier to handle.

Warranty

A client entering into a contract will need to know that you stand behind the quality of your work and will be responsible for correcting problems. A warranty clause addresses this issue by guaranteeing that for a certain period of time, you will correct any problems. Typically, the warranty period is one year. Contractors who do quality work will gain from offering this warranty, which addresses many vague client concerns and gets the project going.

Dated Signature from Both Parties

Your contract with the client becomes official, legally binding, when both of you have signed and dated the contract.

Your contract in today’s digital era

You will want to choose a high-quality, flexible “template”–or standard form–for your construction contract app. This gives you a contract expressed in precise legal language into which to insert all the required specifications of your project.

You can download, print, and fill-in such a construction contract template, but, today, construction contracts, like so much business, are digital documents filled out via mobile forms and apps. They are readily adaptable to the specifics of your construction project and easily shared with your client for alterations.

Going digital helps to avoid the hassles of lost or misplaced paper contracts, and your digital version is saved automatically. For definite legal agreement, you have authorized digital signatures.

For the construction contract of any type that you need, your first step can be GoCanvas, where the forms you need at any step in the contractor-client relationship are available, can be modified, or can be created from scratch to suit your distinctive needs. Follow the links below to learn how GoCanvas can reduce your paperwork and make all your business documents more professional.

Construction Contract Templates and Examples

Prime Construction Contract

With the Prime Construction Contract app, general contractors, project managers and others in the construction industry have access to electronic versions of all building contracts in one location. Add details about the prime construction contract directly into the form, including design and construction planning costs, bid details, dispute resolution information, payment requirements, the scope of work, and more. All parties can sign off on the agreement once all requirements have been reviewed.

prime construction contract template and sample

Cost Plus Fixed Fee Contract

The cost plus fixed fee contract app can be customized by the project owner or contractor, making it easy to manage all types of work and price details. Construction managers and general contractors can edit the total cost, manage the contractor price and add in their cost plus fixed fee details for the scope of work. Once the cost-plus fee contract has been completed, both parties can sign off on the details electronically.

Project Management Contract

Just about every element of a successful project in construction involves a project manager coordinating the various change orders and working directly with the general contractor to keep project team members on track with the work.

This construction project management app makes it easy to track all of the important construction contract details, including project owner contact information, general contractor name, pre-construction outline, task list, project milestones, and more. 

project management contract template

Time & Materials Contract

Similar to cost-plus contracts in construction projects, the time and materials contract template includes cost estimates and markup in the hourly labor rate in the Overhead and Profit section. In construction projects, it’s critical to stay on top of the details to ensure that projects stay within the scope of work, and in case there are questions down the road about the contract document and terms, the general contractor or the construction services provider.

time and materials contract sample

Cost-Plus Percentage Contract

Under a cost-plus construction contract, the client agrees to reimburse the contractor for the direct cost of the work, plus a percentage of all costs incurred, to cover overhead and profit. Unlike a fixed-price contract, cost-plus contracts guarantee the contractor a fair return, while allowing for various changes in the scope of work. As a construction manager, use this form to efficiently establish cost-plus pricing for long-term contracts with multiple change orders. With this design-build contract type for an agreement, use this app to best assess the estimated cost or fee according to a percentage of completion.

cost-plus-percentage-contract-sample

Looking for something different?

We have hundreds of pre-built forms with a variety of features to fit all of your business needs. Discover more inspections in our Application Store.

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About GoCanvas

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

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

Check out even more resources

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Free Template for Roofing Certificate of Completion

Posted on by GoCanvas Team

Free Template for Roofing Certificate of Completion

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What is a contractor certificate of completion?

A certificate of completion is used in roof installations once a job has been completed. The certificate is an agreement between the contractor and the client that the work has been successfully completed. It creates a record that the client is completely satisfied with the roofing work done.

Using a certificate of completion is a best practice for roofing contracting businesses. It ensures that there is a documented agreement and the certificate is signed by both parties involved. In case a dispute arises, there is a clear record that the roofing work was completed and met the quality standards agreed to by the client.

Clients and homeowners also benefit from having a certificate of completion. This document can be submitted to insurance companies when processing claims and used in real estate transactions to certify work that has been performed on a property.

Benefits of Using Digital Apps for Roofing

With a distributed workforce in the field and on job sites, it has become increasingly popular for contractors to use roofing apps for the certificate of completion. Paper forms can also be used to document a certificate of completion, however paper forms are not the most reliable for businesses. Some of the common pitfalls with paper forms include:

  • Incomplete or illegible data
  • Lost or misplaced documents
  • Inefficient workflows that require manual work

Instead of using paper forms, digital certificates of completion can be created using mobile apps and forms that streamline the process for everyone involved. While paper forms are prone to issues, digital certificates can be backed up in the cloud to ensure that they are always accessible for roofing contractors and their clients.

Key features of a digital certificate of completion for roofing

Mobile forms and apps are making it easier for roofing businesses to manage their processes for certificates of completion. Here are some of the top features of mobile forms and apps that help to make the process as easy as possible:

  • Mobile forms. With workers that are located across job sites and different geographic locations, mobile forms and apps ensure that workers can submit data from the convenience of their mobile phones.
  • Standard data. Templates can be created to ensure that data collected from the field is consistent, accurate, and complete. Required form fields ensure that data isn’t missing or left off by mistake.
  • Digital experience. Streamline the process and modernize how data is collected by using simple forms that make it easy to collect digital signatures, generate PDF reports, and automatically send the documents to anyone else that needs them.
  • Integrated ecosystem. Mobile apps are also designed to help contractors with many operational tasks, including work orders, inspections, contracts, and much more. Integrate mobile technology with the other cloud services your business uses today to create a modern and connected digital experience.

GoCanvas for Roofing Certificates of Completion and Mobile Forms

GoCanvas provides an app for contractors to document the successful completion of roofing for a building. This mobile form can be used as a template with many of the fields needed for documenting work completed in roofing repairs. One of the advantages of using the GoCanvas platform is that all of our templates are easy to customize to fit the exact needs of any roofing business. Using our no-code platform, anyone can customize the mobile forms and apps without needing advanced technical knowledge or help from an IT resource. Simply drag and drop to customize our roofing apps to suit your business needs. Organizations have found that going digital instead of paper forms has saved their staff time, created a better customer experience, and created a competitive advantage for the business. 

roofing certificate of completion example

Here’s what you can expect to find with the GoCanvas app:

  • Roofing installation and repair app capture all the most important details of completed roof replacements, general roof repair jobs, and installation of roofing solutions.
  • Simply enter the details of the residential and commercial roofing company job into the roofing completion form app, including roofing materials used, roof inspections, and more. Use the electronic signature capture feature to get customer approval.
  • Once the roofing installation and repair template has been completed, the commercial roofing app automatically saves the data in an electronic format for your records.
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About GoCanvas

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

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

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Free Construction Change Order Forms and Templates

Posted on by GoCanvas Team

Free Construction Change Order Forms and Templates

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What is a change order form?

Change order forms are used in the construction industry when changes to the contract are required. Change orders happen when a client or contractor decides that changes are needed to the initial agreement. This could be to add time and material costs or other similar changes to the overall scope of work. 

Change orders happen on almost every construction project to account for additional work that is needed along the way. This article summarizes the purpose of construction change order forms and provides several free templates that can be used by contractors for different types of change orders in construction.

What are the causes of a change order?

Companies do their best to avoid change orders, but there are many circumstances in which change orders become necessary in a construction project. Some common reasons include:

  • Ambiguities in the original contract or design drawings
  • Unforeseen circumstances that could not have been known
  • Challenges with materials or supply chain issues
  • Poor project management 

Regardless of the reason to initiate a change order, it’s important that all parties involved have clear documentation included in the construction change order form.

What to include in a construction change order form

The construction change order form will be different depending on the company and project needs. Here are some of the basic types of information included in many scenarios:

  • Project-specific details. All of the basic information needed to know about the project.
  • Changes to be made. Detailed changes to the scope of work and any justification for the changes to be made.
  • Updated timeline and pricing. Change orders usually cause changes to the initial pricing and timeline, so clearly documenting expectations is needed in the change order.
  • Line for signatures. Most change orders will require signatures as proof that both parties agreed to the updated agreements.

While most of this can be captured using paper forms, there are some clear benefits to managing the process with digital forms and apps for change orders.

Key Benefits of Using Digital Forms Rather than Paper

Changes to the scope of work can cause delays and overruns on budget, so it’s important to have clear documentation for record-keeping. Should litigation arise, it’s important to have these documents available.

Instead of using paper forms or one-off Word documents or PDF documents, companies are starting to leverage mobile app platforms to provide secure, digital forms for change orders. This benefits construction firms and clients in a number of ways:

  • Increased efficiency. Instead of employees traveling between the office and job location to submit paperwork, all of this can be managed digitally. With construction change order forms managed through a mobile device or tablet, changes can be made from anywhere and digital signatures can all be collected through one platform.
  • Increased visibility in the field. Digital construction change order forms allow you to instantly transfer in-progress change orders from one person to another to review, approve, or reject then sync to the cloud for easy access. PDF copies and reports can be generated in real-time and shared with the appropriate parties via email or notification. 
  • Avoid expensive storage volume, costs, and searchability. Store all of your completed change orders in the cloud for easy access from anywhere, anytime. 
  • Avoid damaged or lost paperwork. Electronic submissions eliminate the risk of damaged and lost paperwork. Access your data anytime from anywhere from a mobile device. Solutions for digital forms can prevent data loss and avoid version control issues that create confusion.

Getting Started with Construction Change Order Forms on GoCanvas

GoCanvas is a mobile platform that makes it simple for businesses to automate how work is done, replacing outdated processes and expensive paperwork. The GoCanvas App works on smartphones and tablets, helping companies easily collect information across their organization, share it instantly with others, and gain real-time insight into their business. Construction firms and contractors rely on GoCanvas to increase productivity, streamline business operations, and create a competitive advantage.  

Below you will find some of our most popular templates that can be used for digital change order forms for construction firms and contractors. You can get started for free using our templates and customize them to fit you specific business requirements.

Construction Change Order Form Templates and Examples

Construction Change Order Form

Change orders happen on almost every construction project to account for additional work that is needed along the way.  Whether you have small changes to the construction project’s estimated costs or need to scope out the overhead costs for more substantial work, this construction change order form template can quickly generate the form for you. 

change order form template

 

Subcontractor Change Order Form

The subcontractor change order form is similar to the basic change order that tracks the running changes to the project. However, this template is designed to be used solely between a contractor and subcontractor. This template can be used when there is a change to a subcontract purchase order that would require a change to the scope of work and updated documents.

subcontractor change order template

Time & Materials Change Order Form

When extra work is needed on a construction project, the general contractor or construction manager can create a change order form using this time and materials change order form. Change orders are often done on a time and materials (T&M) basis, even if the original contract is fixed-fee. It’s faster and easier than calculating all the materials and their cost, estimating the labor, then adding overhead and profit. 

time and materials change order template

Change Order Log

As a general contractor in construction management, this construction change order log will help you save time, work, and money on every owner-contractor agreement. When everyone has access to the same construction documents, you can avoid breach of contract terms, contract disputes, and construction disputes so you can keep the project on schedule.

change order log template

Electrical Contractors Change Order

The electrical contractors change order is designed to prevent work delays on electrical projects. Efficiently process change requests from your smartphone or tablet. Perfect for use by project managers or general contractors who need to manage change orders for their electrical sub-contractors.

electrical contractors changer order template

Looking for additional templates?

GoCanvas has hundreds of pre-built forms with a variety of features to fit all of your business needs. Discover more construction change order forms that are available in our Application Store.

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About GoCanvas

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

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

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Pre-Trip Inspection Forms – Examples and Templates

Posted on by GoCanvas Team

Pre-Trip Inspection Forms – Examples and Templates

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What are pre-trip inspections?

Pre-trip inspections are required for companies that operate and manage a fleet of vehicles used for commercial purposes. The basic goal of a pre-trip inspection is to identify and document any potential problems with a vehicle before a driver is on the road. 

According to regulations set by DOT, vehicle operators must perform daily post-trip inspections after a vehicle is operated. If any defects or problems are found in the post-trip inspection, it must be included in the post-trip inspection report. The vehicle is allowed to be sent out for use again once all problems have been addressed.

What information is checked in a DOT pre-trip inspection?

The Commercial Driver’s License (CDL) pre-trip inspection is designed to certify that the problems have been addressed and that the vehicle is ready to be safely operated on the road. While there are many different types of vehicles on the road today, the DOT provides a basic list or items to check when performing vehicle inspections: 

  • Service brakes, including trailer brake connections
  • Parking (hand) brake
  • Steering mechanism
  • Lighting devices and reflectors
  • Tires
  • Horn
  • Windshield wipers
  • Rear-vision mirrors
  • Coupling devices
  • Wheels and rims
  • Emergency equipment

(Source: FMCFA)

Pre-Trip Inspection Checklist Forms and Apps

Inspection checklists are designed to improve the inspection process by providing staff with an easy-to-use template on the best practices to follow for that inspection. 

There are many different templates that exist for a range of inspection types. For example, a class A pre-trip inspection template would look slightly different than what is required for a class B inspection template. 

The most basic checklist can be completed on a sheet of paper, but more companies are turning to mobile apps and forms to streamline their processes for performing pre-trip inspections. Digitizing this information is highly beneficial for fleet management and transportation companies that need to document and report on their vehicle inspections.

Paper forms are simple to use, but missing or lost paper work can become a problem later on. To minimize risk and to modernize business operations, transportation companies rely on simple apps to digitize the information rather than using paper forms.

Beyond the basic benefits of digitizing the information, mobile apps also provide a number of advanced features that are helpful when performing inspections. For example, driver dispatch is an easy way to organize drivers and delivery schedules based on the most efficient configurations possible. Other features such as barcode scanning, signature capture, and GPS capture can help you keep track of your deliveries and maintain records for your business. 

Mobile apps can be built using no-code or low-code solutions that do not require advanced technical knowledge. Using a simple interface, anyone can start building apps for their pre-trip inspection checklists to replace paper forms. 

Common Pre-Trip Inspection Examples and Templates

For businesses that want to modernize their processes using mobile apps, an important feature is going to be the ability to customize the mobile app to meet specific needs and requirements. Most mobile apps will provide templates to use as a starting point and then customizations can be made to require certain information. 

With the GoCanvas app builder, businesses can create pre-trip inspection forms and checklists that are then deployed to workers to complete via the mobile app. All of this is suited for workers in different locations and standardized processes around how businesses collect and store their inspection reports. 

Key outcomes include an increase in worker productivity, efficiency, and improved data collection for operations teams. Here are some of the common commercial vehicle inspection templates and examples:

Class A Vehicles

Class A description

Class A vehicles are defined as “any combination of vehicles which has a gross combination weight rating or gross combination weight of 11,794 kilograms or more (26,001 pounds or more) whichever is greater, inclusive of a towed unit(s) with a gross vehicle weight rating or gross vehicle weight of more than 4,536 kilograms (10,000 pounds) whichever is greater.”

This would include tractor-trailers, combinations of truck and trailer, livestock carriers, tank vehicles, or flatbeds. 

GoCanvas example and template:  

Class B Vehicles

Class B Description

Class B vehicles are defined as “any single vehicle which has a gross vehicle weight rating or gross vehicle weight of 11,794 or more kilograms (26,001 pounds or more), or any such vehicle towing a vehicle with a gross vehicle weight rating or gross vehicle weight that does not exceed 4,536 kilograms (10,000 pounds).”

This would include straight trucks, large passenger buses, segmented buses, box trucks, dump trucks with small trailers, and tractor-trailers. 

GoCanvas examples and template:  

Class C Vehicles

Class C Description

Class C Vehicles are defined as “Any single vehicle, or combination of vehicles, that does not meet the definition of Class A or Class B, but is either designed to transport 16 or more passengers, including the driver, or is transporting material that has been designated as hazardous under 49 U.S.C. 5103 and is required to be placarded under subpart F of 49 CFR Part 172 or is transporting any quantity of a material listed as a select agent or toxin in 42 CFR Part 73.”

This would include small HazMat vehicles, passenger vans, combination vehicles not covered by Classes A or B.

GoCanvas example and template: 

Sources:

Transform how your business operates with mobile apps

Many companies in the transportation industry start using mobile apps to solve a single paperwork challenge, like pre-trip inspections. But there are many areas of business operations that deal with paperwork that can create slow and manual processes for staff. This includes things like delivery confirmations, mileage tracking, safety inspections, bill of lading, and any other paper-based processes for drivers and management. If you are looking for additional transportation apps for business, be sure to search in the GoCanvas app store where you can get started for free.

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About GoCanvas

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

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

Check out even more resources

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7 Examples of Creating Forms & How to Craft Your Own

Posted on by GoCanvas Team

7 Examples of Creating Forms & How to Craft Your Own

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Creating forms to capture data is one of the most important components of business today. When you design a great form, your business is collecting data that then becomes an asset you can use for reports and analysis. 

But if you’ve ever experienced creating a form, you already know that how you structure the form will impact the data that’s collected. You want to be very thoughtful in how you design your forms, making it easy for people to respond, while also getting the required information in the correct format. 

This blog post will introduce you to some of the most common form fields and we will explain some of the best practices for creating an effective form. We will also highlight some of the specific types of forms to consider and examples of how they can be used to collect information. 

While there are many options to choose from, it’s good to remember that forms are simple and with some practice, you can become an expert in no time. With the form builders on the market today, you’ll be able to create forms, improve workflows, and automate key business processes to become more efficient. Keep reading for an overview on creating forms and additional resources to get started.

What are the most useful form fields for different types of forms?

Modern form builders have many different types of form fields that can be used for different business purposes. Some common examples of field types are things like: 

  • Dropdown menus
  • Checkboxes 
  • Multiple-choice selections
  • Scale sliders 
  • Text inputs
  • And much more! 

People have many different reasons for using forms, so it makes sense to have a form builder with a wide variety of form fields to fit every data collection need. With so many options for the types of form fields you can use, it may be helpful to also think about them in terms of categories:

  • Text and Numbers
  • Choices
  • Multimedia
  • Date, Time, and Location
  • Other miscellaneous field types

In the next section, we cover some of the most common types of forms and a brief summary of the types of form fields that are most commonly used. This should give you an idea of how these form fields are put into practice for some of the top business use cases for collecting data.

1. Contact Forms

It’s quite common for businesses to collect contact information from their customers. Contact forms typically use text and number fields to collect a name, telephone number, email address, and similar types of information.

A good practice to remember in forms is to think about how data is collected and designing your forms to standardize the data. For example, instead of using an open text field, you may want to consider using a choice field with a drop-down that lists the available options. 

A great example of this is for fields like “State,” where you would want to list a drop-down of formatted states. In this example, if you were to leave the field open-ended, you could get a wide variety of formats for the same state (e.g. NY, New York) or you could have misspellings that happen by mistake. Giving people a drop-down ensures that data is formatted correctly for when you need to report on it later.

Contact forms can also be used for longer text fields that allow people to submit more extensive information, such as the reason that they are submitting the contact form. 

2. Invoices

Invoices are used as forms to collect payment information, typically in a table-style format. These can be used to highlight an item name or description, the quantity of an item purchased on the invoice, a price per unit, and a total cost for each line item. 

This type of form typically uses text and number fields, as well as a calculation field that can automatically perform math calculations to make it easier for people by pulling in dynamic information like prices and sales tax.

These types of forms are particularly useful if your business has dynamic pricing that is stored in a separate database. Instead of requiring employees to look up the current price, it can be automatically populated with real-time information to make the process more efficient when processing invoices.

Other advanced features include payment authorizations and signature form fields so that customers can sign for credit card transactions or sign off on agreements. Many digital forms can also accept credit card information that people can integrate through payment processors like Square, PayPal, Stripe, and other similar solutions.

3. Surveys

Surveys are one of the most popular use cases for forms and they are used to collect answers or feedback from a group of people. Common examples include asking customers to rate your level of satisfaction or collecting feedback from employees on ways to improve your business. With so many possibilities for types of surveys, it makes sense that they leverage many different types of form fields, including:

  • Choice fields such as a drop-down
  • Multiple-choice questions 
  • Single choice checkboxes
  • Multiple choice buttons
  • Open text and number fields
  • Calculation and summary fields to tabulate scores
  • Slider and rating options (like 1-5 stars) 

If you have a more complex survey, you can also consider using conditional logic in your form. This means that people will be navigated to different options that are dynamic based on their answers to the questions.

For example, if someone answers “Yes” to a question, they may be prompted later on with the option to provide a more detailed explanation for their answer. If they selected “No,” then they may be directed to a different set of follow-up questions. This type of logic allows you to make the form more dynamic and relevant based on the information that is provided in real-time.

4. Inspections

Creating forms for inspections provides form builders with many options to create highly effective and powerful inspection tools. 

Like many forms, inspections often begin with different Text and Number fields where an inspector can add their information and the relevant details about what they are inspecting, such as the address or the reason for the inspection. Inspection forms also include a number of advanced options:

  • Checkboxes to check off items
  • Choice fields to provide pre-selected input related to the inspection
  • Text and number fields to provide descriptions, context, or numerical values to the inspection 
  • Photo fields to upload an existing photo or add new photos using the camera functionality found on mobile devices  
  • Track GPS locations if required to log the physical location

5. Logs

Creating a log is a fairly simple use case for a form. Logs typically are in the format of a table and people can log certain information, but most commonly are seen with companies that need to log work milestones, like keeping track of time or materials.

Log forms vary in the type of information collected, including text and numbers, multimedia, date, time, location, and others. Using digital logs, companies can ensure that projects stay on time and data can be collected from a large number of people for reporting purposes.

6. Records

It’s very common that businesses need to create records. This can be for tracking a certain event, documenting specific actions that have occurred, or even for recording physical items.

When creating a record, forms can help to standardize the data that is being collected. This will depend on what type of record is being created, but most commonly text and number form fields are used to track specific details about the record and the date/time of the event.  

Companies may also use automated notifications that remind individuals when to generate records. For example, if a record needs to be generated every month for a certain action, calendar alerts for the future can be set up when logging a record. 

One familiar example is creating a customer record for a CRM system. Companies create a customer record form to intake information about a customer or update existing information about a customer. The form builders often integrate directly into the customer relationship management (CRM) systems so that companies can use these forms to update and maintain records seamlessly.

7. Checklists

Checklists are widely used in different industries as forms to collect information. The simple nature of a checklist allows people to select from a multiple-choice checkbox item or a single checkbox item. Many times these will use the required field option so that every checkbox requires you to select an answer before you can submit it.

Inspections will frequently use checklists so employees can certify that a long list of items has been inspected. This is another example where conditional logic is particularly useful, giving people the ability to request additional information on the form depending on the check box response.

Should I use templates or state with a new form?

After reading this article, you can see how forms can go in many different directions and there are endless ways to customize the information that’s collected. Many people find that it’s helpful to start from a pre-built template and then customize the form to fit your specific needs. Other people prefer to start totally from scratch, so there is really no right or wrong answer to the question. At GoCanvas, our form builder provides a great deal of flexibility to fit all of your form-building needs and we have an extensive library of templates to help you get started.

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About GoCanvas

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

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

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Form Builders and Templates – What You Need to Know

Posted on by GoCanvas Team

Form Builders and Templates – What You Need to Know

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Forms can be complex and many times they can be more nuanced than you might expect. But with properly designed layouts, you can improve workflows, facilitate automation, and enable your business to customize and enhance its data collection practices. Continue reading this blog post for:

  • Information about forms
  • A summary of different types of forms on the market today
  • Examples of industry use cases for forms

What is a form?

A form is a tool that has fields where individuals can write text or select from various options. The end use of forms can vary significantly, but most often they function to register for something, fill out a statement, create a request, or submit an order.

Forms may also be multi-purpose by design, and they can even lead end-users to different outcomes based on how they respond to the form fields.  While most forms are provided blank, some form designers may also leverage placeholder content in digital forms that can prompt users to provide certain types of data.

Forms can also have advanced features like dynamically populating content using data that is being referenced from a database, often referred to as reference data. Reference data can help pre-populate form fields, simplifying the process for people filling out the form by leveraging data that is already known.

The benefit of using forms to collect data is that they help to make data consistent and uniform for storing, processing, and analyzing the data. One common example of using forms is when businesses need to collect data from their customers to store inside a Customer Relationship Management (CRM) system.

Integrating the form with the CRM database allows a business to dynamically populate the form fields based on the data they already have from the customer. It then allows them to collect a standard set of data fields from customers, ensuring that they are bringing in consistent and standard data that can be used when creating reports and performing analysis.

What are the different form builders on the market, and how are they used?

There are different types of form builders available to the market today. Some of these form-building tools have more niche-specific uses, while others have a broad set of use cases. Here’s a quick overview of some of the different form builders on the market today:

Mobile App Forms

Mobile app forms are specialized forms that function as mobile apps. GoCanvas is a leading firm in developing mobile app forms for data collection and sharing. Users can access the form builder to create custom apps that can be used on tablets and smartphones or through a desktop app available on Windows and Apple computers. 

The data from these forms is stored in the cloud and it can help businesses reduce their paper usage. The functional capabilities of GoCanvas apps include GPS location capture, photos, custom form fields, signature capture, and reference data, among others. Users can share form submissions through a .csv file or a PDF report. 

GoCanvas also integrates with a wide range of platforms, including Quickbooks, Salesforce, Dropbox, Google Drive, PulseM, Netsuite, Zendesk, and much more. Through Zapier, GoCanvas can integrate with over 3,000 apps to automate workflows and increase workplace productivity.

WordPress Plugins

There are countless WordPress plugins available that form writers can use to develop and deploy forms accessible from websites. Some of the most popular ones include Gravity Forms, Formidable Forms, WPForms, Jetpack Forms, and others. These form builders are drag-and-drop plugins that are dynamic in their applications. It is relatively easy to embed these forms directly into websites designed on the WordPress CMS. 

Most often, people use these types of forms as a contact form, registration form, or marketing form to collect information for email marketing campaigns. These forms can also function as a submission tool for file uploads or a payment authorization tool that can integrate with PayPal or Stripe systems.

Form data collected through these plugins are typically accessible in various formats, including an online dashboard or exportable format through .csv or XML format. Users can customize these forms by using more advanced CSS or HTML code to define specific looks and functionality.

Email Marketing Forms

Most email marketing campaigns will use lead capture systems and CRMs for marketing and sales purposes. Some of the most well-known email marketing providers include Hubspot, Mailchimp, and Constant Contact – all of which have forms that can integrate with various types of websites, mobile apps, or through stand-alone systems.

In general, these forms are somewhat limited in their capabilities, although it is possible to automate workflows based on inputs and conditional logic. Most commonly, these types of forms are meant to collect basic information that can inform marketing and sales teams about interested customers or prospective customers.

Survey Tools

Google Forms and SurveyMonkey are two popular tools for sending out free or low-cost surveys.  These types of forms can be built with conditional logic, automation, and other capabilities to collect data from groups of all sizes.

Reporting dashboards are also available in these platforms so that users can generate actionable and insightful data from results. Google Forms integrates directly with Google Sheets so that these forms can quickly aggregate data into a cloud-based Google Sheet.

Use cases for different form builders

Given the various types of form builders available to the market, it may be helpful to compare the different uses for each form builders we’ve covered in this article. Here’s a quick summary:

  • Mobile App Forms are helpful tools for businesses that require checklists, reports, data collection tools, evaluations, guidelines, and other tools for recording, reporting, or sharing information.
  • WordPress Plugins can be used in various use cases but are often deployed for contact capture purposes, as registration forms, contact forms, and other somewhat simplistic use cases. 
  • Email Marketing Forms are niche purpose forms, mostly related to capturing contact information for users. 
  • Survey tools are great for collecting responses from respondents and aggregating data into easy-to-understand insights such as charts and graphics. 

How different industries can use forms effectively

Nearly every industry today uses forms to improve its business processes and outcomes. Here are some of the innovative ways that companies are using mobile forms to streamline their operations:

  • Work orders for companies in the construction, repair, and improvement industry may be generated through a form builder to integrate with systems such as Quickbooks so that accounting departments can approve expenditures or authorize work quickly. 
  • Building inspection forms can utilize conditional logic and automation to rapidly dispatch the correct maintenance personnel depending on the nature of an issue during the inspection.
  • Estimate sheets can be used to help businesses to bid effectively on projects, using calculations that can be performed automatically through the form.
  • Time tracking can be automated for staff when companies may leverage GPS capabilities integrated into forms to ensure that inspectors are at the correct job site at the right time
  • Field service reports can streamline communications between workers and their offices, ultimately minimizing miscommunications and improving service outcomes. Field service technicians can use technical service orders to automatically request specialized service types while including pertinent details such as images of problem areas, GPS coordinates of where a problem is, and much more.
  • Forms for Human Resources departments to effectively track employees’ time, ensure proper training sessions are attended, or even authorize vacation and time-off requests with ease.
  • Compliance and safety management for organizations that need to comply with OSHA requirements. These companies use forms for inspection checklists to maintain employee health and safety by ensuring that facilities are in compliance and that proper safety inspections are occurring regularly.

Mobile apps and forms can make an impact on businesses of all types and sizes. If you are looking for other types of forms to use for your business, GoCanvas has done the work for you already – we have over 20,000 mobile app forms that are pre-built for many different industries and use cases to help you get started for free.

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About GoCanvas

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

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

Check out even more resources

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