Top 5 HVAC Mobile Forms

Originally published on 05/19/2016

Elevate your HVAC business processes with digital data collection and mobile forms

In today's fast-paced world, the HVAC industry is increasingly turning to mobile technology to streamline operations and enhance customer experiences. With the rise of smartphones and tablets, HVAC professionals now have access to powerful mobile forms that can revolutionize the way they do business. In this blog, we will explore the top five HVAC mobile forms that are reshaping the industry. From simplifying data collection to improving communication and professionalism with clients, digital transformation can elevate your business to new heights.

Work Order
The mobile work order form offers a dynamic solution for streamlining the ordering process in the HVAC industry. Powered by innovative features like the Auto Number field, this form simplifies data entry and organization by automatically assigning unique identifiers to each work order. Additionally, the form's built-in Automatic Calculations feature allows for seamless computation of costs, quantities, and other essential metrics, reducing the risk of errors and saving valuable time. With its intuitive interface and advanced functionalities, the digital work order form is a game-changer for HVAC professionals looking to optimize their workflow and enhance productivity.

Invoice
Leveraging advanced features such as GoFormz Table fields and Conditional Logic, this form offers flexibility and efficiency in managing invoicing processes. With Table fields, users can easily input and organize detailed line-item information, streamlining the invoicing process for complex HVAC projects. Additionally, Conditional Logic empowers users to create dynamic forms that adapt to specific circumstances, enabling automated calculations, conditional fields, and personalized invoicing options. By harnessing the power of these innovative features, the mobile invoice form revolutionizes invoicing workflows, enhances accuracy, and accelerates payment cycles, ultimately driving greater operational efficiency and client satisfaction.

Service Order
With Automated Workflows, the service order form can be configured to automatically assign and prioritize service requests based on specific criteria, ensuring that each order is directed to the right technician for swift resolution. This not only optimizes operational efficiency but also improves customer satisfaction by minimizing downtime and accelerating the service delivery process. 

Maintenance Agreement
The mobile maintenance agreement form, streamlines contract management with Electronic Signatures and Required fields. Clients can sign agreements digitally, expediting the approval process, while Required fields ensure accurate and comprehensive information capture. This efficient electronic signature form simplifies administrative tasks and enhances the overall experience for HVAC service providers and clients alike.

Proposal
The mobile proposal form sets a new standard for presentation and clarity in the industry, incorporating innovative features such as Image and Sketch fields. With Image fields, HVAC professionals can seamlessly attach visual references, like equipment images or project photos, providing clients with a more comprehensive understanding. Sketch fields enable on-the-spot diagrams or illustrations, allowing HVAC experts to visually communicate complex concepts during the proposal stage. By harnessing these features, the digital proposal form not only enhances the professionalism with clients but also fosters a clearer and more engaging communication of ideas, ultimately contributing to a more informed decision-making process for clients.

Customer Use Cases

• Boland: By utilizing the GoFormz and Salesforce integration, Boland eradicates the need for manual data re-entry in their job estimate forms, resulting in substantial time savings for their business operations.

• Cooper Oates Air Conditioning: Leverages GoFormz to digitize both their service forms and their customers’ forms into identical, digital versions. Utilizing features like Image fields, DataSources, and Drop Down menus, the Cooper Oates team improved their data collection in the field and eliminated the need for redundant data entries into Word documents.

• SGI Heating and Cooling: By digitizing their documents and leveraging conditional formatting features, SGI Heating and Cooling streamlined their service invoices, resulting in higher quality work for their clients and significant efficiency improvements in the workplace.

Whether you need a mobile form to ensure construction safety or want your HVAC processes streamlined, GoFormz is your one-stop shop for all your digital transformation needs. Sign up for your free 14-day trial today!