7 Digital Forms for Material Handling

Improve your material handling teams work more efficiently and accurately with digital forms

Material handling influences the efficiency and effectiveness of supply chain activities, including manufacturing and distribution. For this reason, it is critical that material handling activities are completed efficiently. This can be difficult when relying on paper documentation to report material handling activities and communication. 

Digital forms present a variety of benefits for material handling teams. Digital forms can be completed from mobile devices, like tablets, or computers, allowing teams to rapidly enter and submit material handling information. Once submitted, digital forms and data can be instantly accessed for review and processing, streamlining communication, and eliminating the need for manual form delivery or data rekeying. 

Leveraging GoFormz mobile forms and data capture, your existing forms can be easily digitized for use on mobile devices and computers. Using the no-code, drag-and-drop GoFormz form builder, material handling teams can easily configure their forms to include new data types (like Images, Sketches, GPS, and Barcode Scanning), as well as Conditional Logic, Required fields, and other powerful, digital features. 

Digital forms can transform your material handling billing, safety, training, and incident procedures – explore the seven digital forms below to learn more about how your operation can improve it’s material handling data capture: 

Quotes
Provide your customers with professional, shareable digital Quotes for your material handling services. Your digital Quotes can be configured with Table fields, allowing users to enter line items detailing services and their prices, which can be instantly totaled via Automatic Calculations. Once completed, your digital quote can be automatically emailed to the customer email address entered within the form or uploaded to connected systems (like Salesforce or Quickbooks). 

Equipment Delivery & Installation forms
Digital forms make it easy to capture delivery and installation information from anywhere. For teams visiting customer locations for deliveries and installations, GoFormz provides a professional, efficient means of data capture, along with fully functional offline data capture. Equipment delivery and installation forms can host Images and Sketches, allowing users to easily input images of installations, and annotate them with areas of concern, product damage, and more. With digital Signature boxes, customers can electronically sign delivery and installation forms, acknowledging the completion of services – these Signature fields can even be made Required, ensuring Signatures are input prior to submission. Once a form has been completed, it can then be instantly routed to customers and back-office teams, improving service transparency and communication. 

Incident Reports
Accidents happen, and when they do, it is critical that the proper documentation is easily accessible and accurately completed. With digital incident reports, forms can be instantly generated and submitted from a user’s device. Images of incident details can be rapidly input and annotated, while Text fields can easily capture employee and witness incident accounts. 

Inspection Forms
Digital inspection forms help to keep your team safe and your equipment well cared for. Digital inspections can feature Image and Sketch fields, to capture equipment details that require attention. An embedded diagram of equipment can even be used in conjunction with a Sketch field, allowing users to circle specific areas of equipment. Leveraging Barcode Scanning, teams can leverage their phone’s camera to scan equipment barcodes and instantly populate corresponding fields with information (like a SKU, date of purchase or install, and more). 

Operator Training Forms
Expedite the completion and distribution of training certificates with digital operator training forms. Operator training forms can be shared with individuals outside of your GoFormz account, for them to fill out and submit their contact and training information. Once submitted, this information can be leveraged to complete and share training certificates with participants, resulting in more expedient billing and streamlined collaboration.

Job Safety Analysis (and other safety forms)
One of the most important processes for any material handling team is Job Safety Analysis (JSA) and resulting safety activities. With digital JSA forms, teams can observe and clearly document workplace tasks, assessing any hazards involved, and how they can best be prevented. These forms can then be easily shared with teammates and supervisors, and accessed from anywhere when completing hazardous tasks. 

Release of Liability
Finally, digital release of liability forms present training participants, employees, and customers with the risks present when on property or operating equipment owned by your company. These documents protect your business if an incident were to occur. Digital release of liability forms can be instantly generated, dispatched, and electronically signed, expediting form completion and keeping your business safe. 

Read how HL Training Services leverages digital forms to streamline the collection of customer and training course data, significantly expediting the processing and distribution of training certificates.