4 Ways to Use GoFormz to Get Ahead of Your Workload

Get ahead and stay ahead – how to accomplish your workload in fewer steps

When you think of paper forms, what comes to mind? Endless paperwork, stacks of documents, and the time-consuming task of managing it all. The clutter, the inefficiency, and the constant risk of losing important information can be overwhelming. But what if you could eliminate the chaos and transform those paper piles into streamlined, digital processes that help you stay ahead of your workload instead of falling behind?

GoFormz offers a comprehensive solution for capturing form data using advanced data types like file attachments, images, sketches, audio recordings, and more, while also enabling you to route that data seamlessly through automation. With features like conditional logic, you can create dynamic forms that adapt to the information entered, ensuring that only relevant fields appear, which further streamlines your data collection process. Additional features such as automated calculations, GPS tagging, and custom branding elevate your forms to meet the specific needs of your business processes.

In this blog, we’ll explore four ways GoFormz can help you leverage electronic forms to boost efficiency and productivity across your operations.

Automation

Automation is a game-changer for businesses looking to stay ahead of their workload by optimizing efficiency and accuracy. Automated workflows streamline repetitive tasks, ensuring that processes are executed consistently and promptly without manual intervention. Additionally, including DataSources to auto-fill information eliminates the need for redundant data entry, reducing errors and saving time. Conditional logic further enhances this efficiency by dynamically altering the appearance and fields of a form based on predefined criteria. This means that forms adapt in real-time to the data entered, presenting only the relevant fields and simplifying the user experience, which accelerates form completion and enhances overall productivity. Lastly, automatic calculations reduce the risk of human error in mathematical computations by handling tasks such as totaling and aggregating data. 

For example, A-Lert Construction Services, a prominent name in nationwide heavy industrial construction, leverages all these automation features to achieve substantial time savings and operational efficiency. By streamlining workflows, automating data entry, and utilizing conditional logic, they not only enhance accuracy but also free up valuable resources, allowing their team to focus on core construction activities and drive overall productivity.

Scheduled Reporting 

GoFormz's scheduled reporting capabilities allow you to effortlessly stay ahead of your workload by automating the delivery of organized, comprehensive reports. With data already captured and structured within your digital forms, GoFormz can generate and send reports at predefined intervals (such as daily, weekly, or monthly), ensuring you always have the latest insights without manual effort. This automation saves time and enhances accuracy, allowing you to focus on more strategic tasks while staying on top of critical information.

For example, Knights Spraying, a leading provider of vegetation control services in Vermillion, Alberta, leverages the GoFormz Reporting Tool in three ways to garner actionable insights for their business, which helps them stay lean and operate efficiently. They use the tool to measure data captured in the field for their near misses, track time off requests and timesheets, and can extrapolate a high-level snapshot of what’s taking place at the company.

Integration Connections

Having an integration connection tied to your GoFormz account significantly streamlines your workload by eliminating the need for redundant data re-entry. Instead of manually transferring information between platforms, data captured in GoFormz is automatically synced with your other business systems (Salesforce, Procore, Acumatica, Box, OneDrive, etc.), keeping everything centralized in one location. This not only saves time and reduces errors but also ensures that your team always has access to the most up-to-date information, allowing for smoother operations and more efficient decision-making.

For example, Boland, the leading commercial provider of HVAC systems, services, and building energy solutions in the Washington D.C metropolitan area, uses both Salesforce and Procore integrations to dispatch forms pre-filled with data while automatically updating records in real-time, eliminating manual data entries and simplifying the form filling process for their technicians in the field.

File Attachment Fields

File attachment fields help teams stay ahead of their workload by allowing all necessary documents to be included directly within a form, keeping everything organized in one place. This feature ensures that critical information isn't lost or scattered across different platforms, making it easy for teams to access and review the documents they need, when they need them. This not only streamlines processes but also enhances collaboration, as everyone on the team can easily access the complete set of information they need to move projects forward efficiently.

For example, Pediatric Dental Specialties, located in Memphis, Tennessee, uses the file attachment field in their health history forms to capture insurance cards when new patients complete their paperwork. This allows the team to seamlessly pass along vital information to the appropriate doctors and helps the administrative staff ensure that patients are correctly covered under their insurance.

Whether you want to use GoFormz to convert a PDF to a fillable form or digitize a collection of safety documentation, GoFormz is here to enhance your existing processes and streamline your daily tasks so you can get ahead of your workload. If a use case caught your eye, explore our collection of customer stories to find inspiration for optimizing your own processes.