5 Ways Digital Forms Can Improve Your Field Service Workflow
Easily optimize your field service workflows with digital forms and fully functional offline data capture
When working in the field service industry, teams are often fractured across a variety of office locations, job sites, or remote mobile teams, making it difficult to improve collaboration and communication. These obstacles are often exacerbated by frustrating manual tools, like paper forms, printing, and record-keeping supplies, and the cumbersome workflows that accompany them, including:
Printing and distributing forms
Filling out forms and collecting signatures
Hand-delivering forms to the back-office, customers, or partners
Scanning and faxing forms
Rekeying form data into computer systems and digital platforms
Locating missing data, transcribing illegible handwriting, correcting mistakes, etc.
Storing forms in filing cabinets, etc.
With digital form solutions, like GoFormz, your field service operation can rapidly overhaul and optimize its outdated documentation, communication, and administrative workflows. The GoFormz mobile forms and data capture platform is the only solution that enables teams to digitize their existing forms for use on phones, tablets, and online from computers. And it’s easy to get started! Requiring no code or IT support, your team can simply upload a PDF or JPG of an existing form, drag-and-drop fields onto your uploaded form, and start filling out forms in the GoFormz mobile app (or online).
Ready to get started? Here are five ways your field service team can improve its workflows with digital forms and data capture:
Offline data capture from remote job sites
Field service teams rarely have the luxury of a consistent signal, access to back-office locations, or readily available WiFi. This can make optimizing field service workflows incredibly difficult, especially when relying on rigid PDF fillers or applications that require WiFi or cell service to access forms. With GoFormz, your team can easily access and fill out forms while offline in remote areas – as long as you can periodically connect to the internet to get updates and upload forms, you’re free to move in and out of coverage as needed! This capability makes it significantly easier for remote field teams to fill out and submit their digital forms once a signal has been attained, rather than waiting for them to deliver completed forms at the end of the workweek (or month!) when employees visit the back-office.
Route completed forms to teammates, clients, partners, and more, with Automated Workflows
Rather than waiting on field teams to deliver their completed forms at the end of the workweek or whenever they have the time to travel to the office, your digital forms can be easily uploaded to the Cloud, transferred to teammates, routed to supervisors or customers, or even uploaded to integrated applications, upon submission. This functionality is made possible leveraging Automated Workflows, which allows your team to configure and customize where completed forms and input data should go once submitted. Automated Workflows grant your operation the ability to automate data capture and documentation from end-to-end, streamlining critical processes like customer communication, billing and payroll, safety procedures, and more. Your digital forms can even be instantly uploaded to connected systems, like ServiceMax, Procore, Salesforce, Google Suite, and Microsoft 365, enriching the entirety of your operation with real-time, highly accurate information.
Dispatch pre-filled forms to teams in the field (or instantly populate forms with data)
Often, field teams must waste time entering redundant data already captured within their business systems, like a customer’s address, a job site location, and contact information. Rather than waste time reentering the same information over and over again, GoFormz allows your operation to dispatch forms pre-filled with information to teams in the field, accelerating form completion and the integrity of submitted data (no misspellings or inaccurate information).
Your digital forms can even instantly populate information when generated. For example, a generated form could instantly populate the Date and Time fields, a user’s GPS location, the user’s name, and more.
Capture new data types, like Images, Sketches, GPS, Signatures, and more
Improve visibility into field team activities with new data types, like Images, GPS coordinates, electronic Signatures, and more. Rather than relying on teams to lug around cameras, transcribe coordinates, or collect a variety of different authorizations in each form, GoFormz users can easily enter new data types directly into their digital forms on their devices. This not only accelerates the capture of visual information but also improves the accessibility of these new data types, allowing back-office teams to improve their visibility into field team activities!
Instantly update reports and records with submitted form data
Finally, submitted forms and data can be used to instantly update corresponding reports and records. This means that regularly scheduled reports can be immediately updated with input data, requiring no additional work from administrative teams. Similarly, your Cloud storage solutions and connected platforms can be instantly updated with submitted forms and information, making it easy to seamlessly update platforms like the Procore Documents tool, Google Suite folders, Salesforce records, and more.
To learn more about how digital forms can improve your field service workflow, check out the 6 Ways Field Service Teams are Winning with GoFormz here. Or, sign up for a free trial of the GoFormz mobile forms platform now!
