5 Ways Construction Teams Are Collecting Signatures With Digital Forms
Electronic Signature fields significantly streamline the collection of authorizations for critical tasks like lien waivers, JSA, budget modifications, and more
Collecting electronic signatures may sound like a simple task, but with teams separated across job sites, back offices, and client locations, it can be extraordinarily difficult to complete authorizations. Paper forms and rigid PDFs further complicate this process. Paper forms are often lost, damaged in transit, or completed incorrectly, requiring additional time spent remedying issues and waiting for documents to arrive.
Digital and online forms provide a simple solution to the obstacles presented by manual signature capture. Using GoFormz mobile forms, your digital construction forms can look exactly like your existing work documents, allowing your business to maintain its branding, critical document formatting, and easily share and collect completed forms. These forms can be easily filled out and completed on mobile devices and computers, from any location, simplifying and accelerating the collection of Signatures and authorizations. Using our Public Forms feature, you can even share links to your forms with people outside of your account, for them to fill out and complete.
Construction teams around the world are already leveraging GoFormz mobile forms to simplify and streamline the collection of Signatures and authorizations. Check out the five use cases below to learn more about how your operation can improve signature capture leveraging digital and online forms:
Collecting signatures by sharing and posting links to online forms
Using our Public Forms feature, it’s easy to share or post links to your digital forms for others to fill out and complete. Construction teams are leveraging this powerful feature to implement incredible customer care programs and simplify the collection of Signatures. For example, Balmain & Co leverages the Public Forms feature and the Procore integration to streamline their post-construction workflow. Using the Public Forms feature, Balmain & Co hosts a link to their Customer Care Claims form on their website, which residents of their buildings can easily access and fill out with information regarding any defects noted on the property. Once a claim has been submitted, the form is instantly uploaded to Procore to be reviewed, assigned, and managed efficiently. This functionality significantly streamlines the identification and processing of property defects, allowing Balmain & Co to address and triage client needs faster and more accurately. This same workflow can be transformative for construction teams collecting Signatures and information from their clients, subcontractors, and more.Ensuring Signature fields are completed with form logic and Required fields
Your Signature fields can even be made Required, ensuring important authorizations are captured before a form can be submitted. Your electronic Signature fields can even be made dynamically Required in response to input data or field selections. For example, if an inspector were to select a Checkbox field signifying a hazard was noted on site, a job site supervisor’s Signature field could then be instantly made Required.Clearing completed Signatures fields if further edits are made
A common issue for construction teams collecting Signatures in paper forms or PDFs, is that a Signature may be added before an employee or subcontractor makes additional edits to the form. This means that although the form has been authorized, the signee has no insight into or control over information added after they have already signed. Leveraging form logic, your Signature field can be configured to instantly clear if additional edits are made to the form – ensuring additional edits are reviewed and reauthorized.Making additional Signatures fields available with form logic
Oftentimes, additional Signature fields become necessary if certain project measures are taken or issues arise on the job site. For example, in an injury report, additional Signature fields may become necessary if several witnesses or individuals are involved in the incident. To incorporate additional Signatures and provide flexibility, form logic can be leveraged to make additional signature fields Visible in response to selected fields and input data.Configuring only a Signatures field to be editable in a shareable form
When collaborating with subcontractors or clients, your operation may want to limit what data can be input into forms shared via the Public Forms feature. For example, if you were sharing a link to a digital Lien Waiver pre-populated with project information, you most likely would want only the Signature field to be made editable to individuals outside of your organization’s account. With the Public Forms feature you can easily configure your form so that only the Signature field is made editable (and you can even add an expiration date!).
To learn more about improving your construction operation with digital forms and data capture, check out this eBook or sign up for a free trial of the GoFormz platform today.
