5 Ways to Get Even More Out of GoFormz

Are you getting the most out of your GoFormz account?

With GoFormz, there is so much more your team can accomplish than simply digitizing its forms collection. Leveraging our advanced features, GoFormz users can further streamline the flow of forms and information throughout their account, saving even more time and budget. 

Ready to level-up your account? Check out the five ways your team can get even more out of GoFormz: 

1. Connect to your other business applications

Integrating your GoFormz account with your other critical business apps enables data to move unencumbered through your operation. By connecting your mobile forms to platforms like Salesforce and Procore, data can be easily passed between your digital forms and records. 

For example, data input into a Quote could instantly update or create a corresponding case within Salesforce. That same Salesforce record could then be used to trigger the dispatch of a sales contract or Work Order, pre-populated with customer and project data, to teams in the field. This seamless current of information between your business platforms not only accelerates your business processes but also eliminates opportunities for human error as well as time wasted rekeying information.
Learn more about available integrations here > 

2. Reap further digital data capture benefits by adding users

Adding users to your GoFormz account is one of the easiest ways to extend data capture benefits to other members of your organization. With more mobile form users, your operation can further accelerate regular business processes, like the collection of Timesheets and the completion of safety documentation. Additional GoFormz users also enable your team to leverage collaboration features to further streamline daily tasks. 

For example, forms can be automatically transferred to members of specific Groups, for example, ‘Technicians’. This means that any member of the Technicians Group could then claim and open the form, allowing them to enter information and submit the document. If there are more members of your Group, there are more individuals to claim the form and complete documentation, accelerating the completion of critical tasks. Learn more about users, groups, and permissions here >

3. Add form logic to simplify form completion and improve data quality

Equipping your forms with Conditional Logic enables you to guide your users’ data entry and enforce important data capture rules. When Conditional Logic is used in conjunction with Dynamic Field Properties, your form fields can dynamically become Required, Visible, or change color. These dynamic properties can be especially useful when highlighting important fields and ensuring critical information is input prior to form submission. 

For example, if a user were to hit ‘Complete’ without entering a Required Signature, they would be unable to submit their form and a dialogue box would prompt them to add their Signature. Similarly, the Signature field could dynamically turn Red in response to a missing value. 

4. Automate workflows to further streamline data capture and form routing

One of the easiest ways to simplify collaboration and communication is to automate daily tasks, like form routing, reporting, Tagging, and more. These automated processes not only accelerate the sharing of data, but also improve professionalism and accountability. For example, a Template can be configured to instantly email completed form PDFs to a customer email entered within the form.
Learn more about automating daily tasks here > 

5. Share links to your forms for anyone to fill out and complete

With Public Forms, your digital forms can be easily and securely shared via a link with users outside of your GoFormz account. These Public Forms can be single or multi-use, and equipped with expiration dates, to manage external access to share forms. The Public Forms feature enables users to easily post or share links to their forms and rapidly gather client signatures, job applications, surveys, permission slips, and more, from anyone, anywhere. Every GoFormz account comes with 15 free Public Forms credits: one credit = one Public Form submission. Check out five powerful ways to use Public Forms here >

Looking for more ways to level up your digital forms and data capture? Learn how to garner real-time insights using our Reporting tool or explore our collection of case studies to learn how other teams are leveraging GoFormz.