3 Mobile Roofing Forms Every Contractor Needs
Originally published on 01/15/2019
Streamline data capture and documentation for your roofing team
From roof replacements to leak and repair services, relying on paper forms to capture critical roofing project data introduces opportunities for human error and missing data. Eliminating these data vulnerabilities begins with digitizing your construction forms for more expedient, convenient data capture on phones and tablets.
Using mobile forms allows your field teams to work wherever, whenever – even offline. This means that teams can complete their forms with the aid of digital features, without the need for a consistent cell signal or wifi access. These mobile forms also help teams capture more accurate data, safeguard their forms against inclement weather conditions, ensure construction safety guidelines are followed at every job site, and route data to the back office in real-time.
Interested in optimizing your roofing operation and data capture with mobile forms? Here are three mobile roofing forms every contractor needs:
Roof Inspection Checklists
Inspections are a cornerstone of any roofing project, enabling onsite teams to monitor progress, identify hazards, and ensure critical project elements are completed. Using digital checklists allows roof inspections to be conducted quickly and thoroughly, with results instantly shared with key stakeholders in real-time. This instant access allows field teams and back-office staff to efficiently address hazards or issues identified during inspections.
Digital roof inspection checklists can also feature visual elements like image capture and sketches, making it simple to include and annotate photos of inspection details. Additionally, GPS data can pinpoint the exact location of completed inspections, enhancing transparency and providing deeper insights into project progress. If the inspection is a lengthy process, GoFormz’s Audio Fields can be used to provide more thorough documentation, clarifying parts of an inspection that text or images might not be able to explain.
Invoices
After completing a project, ensure a smooth and professional customer experience by seamlessly routing digital invoices to clients. A digital invoice allows you to create detailed, organized documents that include Tables for clear breakdowns of project line items, along with supplementary project images to provide visual context. These digital field types enhance customer satisfaction by delivering polished, accurate invoices that reflect your professionalism and brand.
In addition to leaving a positive impression, digital invoices streamline payment collection and processing, helping you receive payments faster and with fewer errors. By leveraging digital invoices, your business can simplify administrative tasks, improve cash flow, and elevate the overall customer experience.
Estimates and Job Proposals
Strike while the iron is hot by equipping your sales teams and onsite personnel with digital roofing estimates and bid proposals. Empower your mobile workforce to deliver highly accurate, professional roofing bids instantly, making it easier to secure new projects and impress potential clients. The ability to generate bids on the spot not only showcases efficiency but also builds trust and confidence with customers and prospects.
With features like Automatic Calculations, your team can quickly create precise project estimates without manual effort, reducing the risk of errors and saving valuable time. Completed bids can be seamlessly routed to back-office teams or supervisors for immediate review, authorization, and signatures, accelerating the entire approval process. By leveraging digital forms, your roofing business can streamline operations, boost productivity, and stay ahead of the competition.
Whether you want to use GoFormz to digitize a collection of safety documents or for workflow automation, GoFormz is here to enhance your existing processes and streamline your daily tasks. To learn more about how GoFormz can benefit your construction team, check out our curated feature set for construction businesses.
