Best Practices & Features for Remote GoFormz Users

collaborate globally harnessing these best practices.

In the digital age, staff members are often spread across cities, states, countries and even continents—sound precarious? With GoFormz, empowering your employees to work remotely (from home, at a jobsite or at office branches) is simple, streamlined and economical.

To help your team achieve remote working success, we’ve outlined best practices and features you should consider implementing. 

Define form logic (so you can work smarter): 
When it comes to managing remote staff, correcting mistakes or requesting further data can lead to wasted time and costly delays. Empowering your remote workforce with smart fields and conditional logic is a ‘no brainer’—present staff members with easy to use, familiar mobile forms, that seamlessly direct data entry and eliminate the need to investigate missing or incorrect fields. 

With Smart fields (like required fields or automatic calculations) ensure critical data is always entered consistently and accurately. Smart fields cut out tedious manual calculations and time consuming data entry errors, allowing project responsibilities to be completed faster, and passed to the next contributor. 

Include conditional logic so forms can pre-populate existing information based on entered form field data, or even hide fields not relevant to specific remote employees; eliminating time consuming manual data entry and time wasted on irrelevant fields. 

Remote Worker Use Case: Remote staff members may not be equipped with all the data they need to complete their documents. Rather than wait on supervisors to provide previously captured details (like client contact information, addresses, etc.), have forms automatically fill in data for them. No waiting necessary. 

Automate your workflows for instant results and quick sign-offs: 
With staff members separated by even the smallest distance, time wasted on manual hand-ins adds up quickly. Rather than waste time faxing, delivering or scanning completed paperwork, automate your forms and fields to instantly route data to key-players and departments. 

Automatically route completed and signed work orders, invoices and more to supervisors and decision makers—improving response times, data processing and collaboration (from the convenience of your mobile device). Already have remote workforce workflows through other business apps (like MailChimp, ServiceMax or Salesforce)? No sweat, integrating GoFormz with your other critical business systems is easy, economical and secure—with no retraining or disruptions required. 

Remote Worker Use Case: Running a business located within multiple time zones can make coordinating sign-offs and documentation difficult. With automatic routing, you can enable signed forms to route to supervisors, clients and other collaborators immediately—so forms, documents are data are ready for the next phase of processing or completion, as soon as each collaborator is finished. 

GPS location data and maps in your forms. 

Stay in-the-know with notifications and updates: 
Employing staff out of the office (whether in the field or working remotely) requires consistent and clear communication—a luxury paper can’t grant. With GoFormz, automatically dispatch alerts when forms have been completed, data has been entered or milestones have been met. You can even update team members with GPS data, keeping key-players updated with project progress, employee locations and workflow hindrances. Alerts keep your remote staff cognizant of upcoming deadlines, co-worker scheduling and project changes—improving response times and efficiencies, without waiting for team members to touch-base, respond to emails or send a fax. 

Remote Worker Use Case: Staying updated on transportation staff members can be stressful work, battling spotty signals, miscommunications and MIA cargo. Using GoFormz, capture GPS data throughout form completion, keeping track of shipment locations and progress with dispatch alerts and updates. The best part? With offline capabilities, continue to capture vital information without a signal (which is later synced and accessible once the user is back online).