5 Fields to Add to Your Online Work Order Template
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Collect more accurate project and client data in real-time by leveraging digital work order forms. By digitizing work orders, teams can improve the efficiency and accuracy of data collection, while elevating client-facing professionalism – resulting in improved business insights and elevated customer satisfaction!
GoFormz offers readily available Starter Templates or you can digitize your existing work forms enabling your business to maintain branding and familiarity within your organization. Start off by uploading your existing form or building one from scratch in our Template Editor – requiring no code or IT support. Leveraging our powerful drag and drop fields, easily create a dynamic form that allows instant access to real-time data for your teams to make decisions on.
Check out these five powerful, dynamic form fields that will elevate your digital work orders, or if you’re ready to get started, sign up for a free GoFormz account today!
Automate Calculations
Effortlessly increase the accuracy of your digital work orders by leveraging Automatic Calculations. This functionality allows for the rapid completion of line items and can be organized within Table fields to help eliminate human error while simplifying the work order completion process. For example, when filling out a construction work order template as a subcontractor, automatically calculate the total of materials needed, labor costs, and equipment utilized for a specific project without having to manually do the math.
Simplify form completion process
Leverage Data Sources in conjunction with Drop Down menus to pull client or project information based on a selected corresponding field. You can even connect your digital work orders with your current CRM, like Salesforce, to pull data to expedite the form completion process and improve client-facing professionalism. By providing users with a pre-determined set of options, form creators eliminate the opportunity for human error, like misspelling, illegible print, and more. Learn how to set up your Data Source here.
Effortlessly capture approvals
Capture electronic Signatures for instant approvals and authorizations. Signature fields can even be equipped with Logic, such as Required fields, ensuring that all work order details have been approved prior to submission. This functionality allows your team to work faster and operate more efficiently, especially when working with clients.
Include visual context
Enrich your digital work order forms with new data types like Images and Sketch fields. Including Images into your digital work order forms provides an extra means of visual context to critical data that allows visibility into performed work. This capability allows teams to easily collaborate with clients and internally while reducing extra means of communication that tends to stall productivity. Sketch fields can also be used in conjunction with Image fields to annotate important details for either a client or supervisor – resulting in more thorough documentation and greater client satisfaction. To learn more about this functionality, check out this blog!
Auto-email workflow
Set up your work order form to instantly email copies to appropriate personnel like your office administrators and another copy to your client. By leveraging Automated Workflows, this feature saves you time and ensures that your business’ workflows are thorough and consistent. You can further advance this automation by leveraging custom GoFormz Workflows to dynamically and instantaneously update spreadsheet rows, analytics dashboards, and connected databases. Learn more about how to set up an auto-email workflow here.
To learn more about how our digital form solution can elevate your operation, check out these powerful features to include in your digital work orders, or check out this video that walks you through how to optimize and set up your digital work order.
