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7 GoFormz Features You Should Know

Whether you’re a GoFormz veteran or a new user, these features can help you optimize your operation’s digital forms and streamline data capture. 

Barcode Scanning

Including barcodes in your forms enables users to quickly scan barcodes using their device’s camera and instantly populate relevant fields with data. Rather than needing to individually enter several fields for each piece of equipment, a user can simply scan the equipment’s barcode and instantly fill corresponding fields (e.g. serial numbers, service dates, storage location, etc.). 

Auto-Populated fields

You can leverage form logic to auto-fill fields with a user’s information (like their name or contact information) when they generate a form – accelerating form completion, improving accuracy, and reducing opportunities for data redundancies. You can even instantly populate form fields by making a Drop Down menu selection or scanning a barcode, allowing users to easily select a product, place, or another item, and fill corresponding fields with highly accurate information.

Maps & GPS

GPS data can be leveraged in a variety of ways, from identifying the location of a job site or incident, to tracking the location of equipment or deliveries. With GoFormz, your mobile form Templates can be equipped with GPS & Map fields, allowing users to easily input their location with a few simple taps. Your forms can even be configured to capture the location of a user as soon as they generate their form. 

Automated email routing

By enabling your forms to automatically email copies of completed documents to colleagues, customers, and more, your team can save significant time (otherwise spent delivering forms) while streamlining and modernizing communication. Forms can even be dynamically routed to an email address entered into your form! 

Scheduled reports

Using GoFormz Workflows, reports can be scheduled to automatically run at daily, weekly, or monthly intervals, and then uploaded to connected applications (like Box) or emailed to a GoFormz user. The dynamic nature of GoFormz Reports makes this functionality especially powerful; as more forms are completed, the data from your forms that meet your report criteria (e.g. ‘Completed Date is within the last 90 days’) is included into your report. 

Automatic Calculations

Whether you’re forecasting the cost of project materials or determining a mortgage payment, adding Calculations to your field’s Default Value field property can not only expedite form completion but can also help ensure the accuracy of your totals. 

Required fields

Ensure forms are completed accurately and completely prior to submission by making critical form fields Required. For example, if a Signature field needs to be completed before a form can be turned in, you can easily make it Required, which does not allow the form to be submitted until the field has been completed. 

To learn more about getting started with GoFormz, check out our Quickstart Guide for helpful ProTips, video tutorials, and more.