6 Ways Field Service Teams Are Winning with GoFormz
Turbocharge your field service workflows with digital forms and data capture
No matter your industry, digital forms and data capture can significantly transform your operations daily workflows. Your digital field service forms can look exactly like your existing work documents (requiring no code or IT support) making it easy to onboard new users or maintain critical formatting requirements. These digital forms are fully functional offline, making it easy for teams to fill out forms in remote locations and submit them once a signal has been acquired.
Your digital forms can be used in two viewing modes: Form View and List View (an app-like, small-screen optimized viewing mode) ensuring users can leverage their preferred device when filling out forms. Digital field service forms can capture a variety of information and new data types, including Image fields, electronic Signatures, GPS & Maps, Barcode Scanning data, Sketches, and more.
Ready to modernize your operation? Check out the top six ways field service teams have saved time, money, and stress with the GoFormz platform.
Upgraded customer care
Present your customers with modern, highly professional digital documents that preserve your company’s branding. Sales teams can rapidly secure new clients by instantly generating proposals and quotes directly from their mobile devices, which can even be automatically populated with highly accurate information (like a customer’s contact information, a sales reps’ information, and more). These digital forms can be equipped with electronic Signatures, allowing users to easily gather authorizations. Once completed, a PDF copy of your completed form can be automatically emailed to clients, supervisors, and more – accelerating and improving customer communication.More accurate data capture
Your digital form fields can be easily equipped with Conditional Logic and a variety of powerful properties, to guide data entry and improve the quality of input data. For instance, your eSignature fields can be made Required, or even dynamically change their Background Color in response to input data, a User’s Group membership, or other specific criteria. Automatic Calculations added to Number fields and Table fields ensure that project totals (for proposals, invoices, and more) are completed accurately, and can even factor in tax rates, discounts, and more. Leveraging Auto-Fill features and Database fields, your forms can instantly populate corresponding fields with highly accurate information, based on input data and field selections.Faster form completion and accelerated processing
Because forms can be routed, reviewed, and processed in real-time, your team can sustainably accelerate its daily workflows without sacrificing data quality. Once submitted, forms can be automatically routed to teammates, uploaded to connected platforms (like Salesforce, Procore, Google Drive, Box, and more), used to update or create reports, and more. These automatic actions ensure that critical tasks are completed correctly, as soon as a form is submitted.Elevated record-keeping and accessibility
With your forms instantly available and uploaded to your other critical business applications, your team can seamlessly improve its record-keeping and accessibility. Your Automated Workflows can be tailored to uploaded PDFs of completed forms to specific project folders or even to create new folders forms submitted with new project or client information. Completed forms can also be instantly Tagged with a user, project, or client name, making it easier to locate completed forms no matter where they are stored.Enhanced visibility into service team activity
Digital field service forms can also improve visibility into field team activities. Leveraging new data types, users can seamlessly input Images (and annotate them using Sketch fields), GPS coordinates, and Maps – improving transparency into field team activities and progress. Once submitted, your digital field service forms can be reviewed and processed in real-time, eliminating the need for sluggish manual form delivery, faxing or scanning forms, and other common delays presented by paper forms. With better insight into your field team’s productivity and activities, back-office teams and management can better address business opportunities and resolve obstacles faster.Increased business agility
With completed forms available in real-time, your team can instantly view field data or use field data to automatically update reports both within GoFormz and connected systems (Microsoft Power BI, etc.). With more accurate and accessible data, your reports can more comprehensively detail project progress, operation obstacles, and current opportunities, allowing your team to act faster.
Join us at Field Service USA 2021!
GoFormz will be sponsoring and exhibiting at (virtual) Field Service USA 2021 – will we see you there? Be sure to drop in to our virtual booth and tune in to our digital roundtable featuring Goldwind USA.
To learn more about how GoFormz can improve your field service operation, check out our ‘8 Mobile Forms Every Field Service Operation Needs’ eBook.
