10 Mobile Forms to Implement in Q1 for a More Efficient Year
Jumpstart the year with these high-impact mobile forms
As construction and field service organizations enter Q1, teams often reassess what worked last year and what needs improvement for the months ahead. One of the easiest and most impactful places to start is standardizing your forms. Mobile forms boost accuracy, streamline reporting, and help teams eliminate manual data entry, enabling them to focus on higher-value tasks.
Why Q1 is the Best Time to Standardize Forms
The start of the year brings a natural reset. Workloads tend to stabilize, new goals are set, and leadership often looks for ways to improve efficiency. Introducing mobile forms during Q1 allows teams to establish new routines early, reduce paperwork bottlenecks, and ensure consistent data collection across projects and job sites. It also creates a strong foundation for the rest of the year, especially as digital reporting, safety documentation, and customer expectations continue to grow.
The 10 Most Impactful Forms
Daily Log
Daily logs are essential for documenting progress, weather, labor, equipment, and obstacles on each job site. A digital version ensures entries are never lost and can be instantly shared with supervisors for real-time visibility. Check out how Omega Construction leverages GoFormz to digitize their daily logs >
“We were able to create a report in GoFormz that accumulates the payroll information collected in our daily logs and export it to Excel, which we then import directly into [our payroll system].”
Safety Inspection
Safety inspections help keep teams compliant and aware of hazards before they become incidents. Mobile inspection forms allow workers to easily capture images, note risks, and trigger automatic alerts for follow-up. Learn more here >
“We are no longer worried about printing paper inspections and distributing them out to all of our inspectors. We have over a thousand [inspectors], so we’re not creating that paper in the first place which is a major savings.”
Incident Reports
When an incident occurs, accuracy matters. Digital incident reports allow teams to record details on the spot, capture photo evidence, and automatically route information to safety managers and leadership.
Work Order
Work orders guide technicians through every task. A digital work order ensures technicians can access instructions, add photos, update status, and submit completed work from anywhere. Explore work order solutions >
“If there are other issues with the work that was done, the supervisor also creates a work order form, highlighting work that needs more attention. This communicates back to our office personnel to attend to the matter and schedule another appointment. So once that form gets filled and the appointment is done, the PDF is saved with pictures, and then an AP bill gets created, following the same workflow we have.”
Equipment Inspections
From cranes to generators, equipment must be inspected regularly to ensure safe operation. Mobile equipment inspections allow teams to track asset health, document issues, and schedule repairs faster. Check out this equipment inspection use case >
Vehicle Inspections
Vehicles are the lifeline of field service teams. Digital vehicle inspections help teams identify maintenance needs early, capture mileage and condition, and automatically store data for compliance and audits. Check out this vehicle inspection use case >
Timesheets
Digital timesheets eliminate manual entry and reduce payroll errors. They also give supervisors a clear view of hours worked and help streamline project cost tracking. Learn more here >
“We’ve found that the service engineers are more inclined to submit their hours in a digital format due to simplicity and ease of use.”
Material Requisitions
When teams need materials quickly, delays can slow down entire projects. Mobile requisition forms allow crews to request supplies instantly and automatically notify purchasing teams. Check out how A-C Electric Company leverages GoFormz for their material requisition forms >
Invoices
Digital invoices help teams bill faster and more accurately by pulling data directly from completed forms and work orders. This reduces errors and accelerates the billing cycle. Learn more here >
“In April, 20% of our jobs were billed in less than ten days. By May, we were up to 38%, June was 54%, and then July is at 62% today. Our goal is to have 70% of our jobs billed in less than ten days, and we’re already almost to that goal.”
Order Forms
Order forms ensure the correct materials or services are submitted every time. A digital version helps eliminate mistakes, speeds up processing, and links order information directly to the rest of your workflow. Learn more about this order form use case >
“On average, we save about 63 hours a week on form completion, preventing miscommunication, limiting phone conversations, and order assistance. On top of those hours, we save about 1-2 business days by electronically sending completed order forms immediately in place of delivering or mailing them from the field to the office.”
