How field service teams are using digital forms to increase productivity

Reduce the hours, inevitable errors, and time it takes to complete manual tasks with digital forms and Automated Workflows. If your team is doing everything by hand, you’re wasting money. People make mistakes, schedules can be wrong, and a paper might get lost. Even a typo on a customer’s contact can cost you! Automation allows leaders to focus more on high-level decisions, their customers, and employees. 

Never miss another work form, audit or file due to problems with outdated processes. GoFormz gives your team an advantage over paper-based competitors. Here are three ways field service teams use automated form sharing.

1. Auto-populate forms with highly accurate information

Field techs can spend hours filling out paperwork by hand. It’s a huge time waster and most likely not their favorite part of the job. Plus, the more information required on the form, the more likely it is that they’ll make an error (e.g. illegible handwriting, spelling mistakes, and miscalculations). Rather than require teams to reenter redundant information already stored within databases, teams are streamlining the form completion process by auto-populating their digital forms.

GoFormz makes it easy to populate form fields fast. Automatically populated fields will instantly fill in with accurate data based on form selections and field entries. This can include:

• Auto filling a client’s name and information from a Data Source

• Selecting a reference number from a Drop Down menu

• Adding Barcode Scanning to populate part numbers, PO numbers, product bin quantities, etc.

• Setting a Default Value to autofill with the user’s current information, like name, date/time, and location

Automatically populated fields save time and money. Plus, your team will love it. With the repetitive information entry eliminated, your users only need to add relevant details – imagine what your team can achieve with those time savings!

2. Provide data in real-time

Paper-based systems are costly, error-prone, and time consuming. Printing supplies, transfer mistakes, and time delays can harm productivity and revenue. Just think about all the tedious tasks your team has to do to keep your business running: 

• Filling out time sheet forms

• Providing invoices

• Delivering work orders

• Creating expense reports

• Faxing bills

… and the list goes on.

With GoFormz, everything mentioned above can be automated. That’s why more and more field service teams are adopting automation! Teams can speed up their daily tasks using Automated Workflows, which can instantly email completed forms, upload forms to connected platforms, update or create reports, and so much more.

3. Access forms anytime, anywhere

GoFormz secures and saves information using cloud storage, allowing users to route, review, and process digital forms from any device or location. Teams never have to worry about their hard drive crashing or system failing – it’s all safe in the Cloud! GoFormz also partners with modern cloud storage providers, like Google Drive and Dropbox.

The mobile forms app from GoFormz allows teams to fill out each form as needed, wherever they go. This extends the office to a job site, customer location, satellite office, and more! No more waiting for a document to make it back in the office, all forms are available on desktop and mobile devices.

Ready to bring GoFormz to your field service operations? Sign up for a free 14-day risk-free trial today!