Originally published on 02/22/2021

Empower your teams in the field to capture new types of data, auto-populate form fields, and automate form delivery

Digital forms offer frontline field service teams a versatile set of tools to enhance efficiency, accuracy, and professionalism. Your work forms can be effortlessly digitized for use on smartphones, tablets, and computers without coding or IT assistance. These digital field service forms can even be enhanced with a range of powerful digital fields to further simplify and guide data entry.

With the GoFormz app, field service teams are empowered to digitize their existing forms and workflows, making data collection faster, more accurate, and easily accessible from anywhere. With GoFormz, you can customize forms with features like automatic calculations, GPS data capture, and image annotations, ensuring that your team collects complete and consistent information every time. Additionally, the GoFormz app integrates seamlessly with other tools and systems, allowing for real-time data sharing and streamlined operations.

Below we’ve highlighted three GoFormz features that are a must-have to elevate your field operations with digital data collection:

Automated Workflows

Automated workflows significantly streamline field service operations by reducing manual tasks, minimizing errors, and ensuring timely communication. By implementing form automation, you can enhance the efficiency and accuracy of your team's processes. For example, you can set up auto-email notifications to keep clients informed, automate form transfers between colleagues or systems, create approval workflows to ensure proper authorization before proceeding, and automatically upload collected data to other systems like CRMs or cloud storage. With these automations in place, not only does your operation save time but also enhances consistency and reliability throughout your field service business. Learn how Rhino Cable Services uses automation to streamline processes, enhance data capture, and empower employees to be proud of their work. 

Image and Sketch Fields

Image and Sketch fields significantly strengthen data capture for field service teams by allowing users to visually document conditions, issues, or completed work directly within their digital forms. Instead of relying solely on text descriptions or photos on random mobile devices, team members can take photos of equipment, installations, or damage and annotate these images with sketches to highlight specific areas of concern. This visual data provides a clearer, more detailed record of the situation, reducing misunderstandings and improving communication between team members and clients. Using Image and Sketch fields, field service teams can capture more accurate, comprehensive information, leading to better decision-making and enhanced service quality. Learn how SGI Heating and Cooling utilizes Image and Sketch fields for visual guidance on where equipment should be placed, providing easy-to-access documentation for installation managers.

DataSources

DataSources are invaluable for streamlining data entry in the field, particularly through barcode scanning. When using the Barcode Field, DataSources can automatically populate fields with relevant information, such as product details or inventory levels, directly from a database. Additionally, drop-down menus, otherwise referred to as Database Fields, connected to DataSources allow users to quickly select options that are pre-validated against the database, reducing the risk of errors. GoFormz DataSources can even function offline, enabling field service teams to access critical information and continue working in remote areas without internet connectivity. This offline capability ensures that teams can maintain productivity and data accuracy, no matter where they operate. Learn how Nationwide Solar leverages DataSources to auto-populate form fields and streamline the form-filling experience through drop-down menus and Barcode Scanning.

Whether you're looking to digitize your field service forms or need a cost-effective solution for capturing an electronic signature, GoFormz is the go-to platform for all your data collection needs. Explore how GoFormz is helping thousands of field service operations transform their workflows and elevate their efficiency today.