5 Digital Forms for Landscaping Teams

The top forms that every landscaping business need to streamline operations and improve customer satisfaction

The on-the-go nature of landscaping businesses requires the ability to complete important forms any time and anywhere.  Without online forms, teams are forced to manage multiple paper documents which can lead to messy and crumbled paper forms. Not only is the process of completing paper forms inefficient, but, having to hand-deliver documents back to the office creates a significant bottleneck. Time spent driving back to and forth to the office could be spent acquiring new customers and working on existing projects. After the delivery of documents, the administrative staff is then tasked with rekeying this information into existing systems. A time-consuming and inefficient process that often leads to incorrect and incomplete data entry. 

By switching to paperless landscaping forms, your team can focus on how to better serve your customers and less on mundane filing and processing tasks. Before utilizing GoFormz, landscape companies were using paper forms that were often left crumpled and messy upon delivery to their administrative office. Data collection processes were inefficient leading to higher labor costs and administrative burdens. With mobile forms, your team can seamlessly fill out forms on their mobile device or tablet. 

Landscaping companies are utilizing several different kinds of forms to improve their daily operations.  Read below about the most commonly used forms for landscaping teams:

• Estimate Form

  Building a landscaping estimate Template (or, otherwise known as, landscaping bid Template) within the GoFormz Template Editor you can fully customize fields to ensure that you are collecting all of the necessary information for cost estimates. GoFormz’s Drag-and-Drop functionality allows you to build custom forms with little software knowledge needed!  For example, you can easily drag fields like Text fields or Image fields to collect customer information and capture photos of the existing land. Read more about how to get started with No-Code Form Builders.>

• Contract

  Once the customer has received the estimate form, you will need to send over a contract for them to sign. Within the Template Editor, you can build a custom landscaping contract template with a Required Signature field to ensure that are signing off the project’s scope and terms and conditions. This process eliminates the time needed for a customer to come in to sign the contract and speeds up the project timeline! 

• Checklist Form

  Onsite at the project, your team must run through a variety of tasks, sometimes with little supervision. With a checklist form, management can have full visibility into the project and the employee’s tasks at hand. Utilizing the Checkbox field, you can customize the form template to clearly and chronologically spell out tasks needed for the landscaping work. 

• Invoice

  After the job is complete, you will need to send an invoice to the customer to process payment. A landscaping invoice will obtain critical information like the time, manpower, and materials needed to complete the job. With GoFormz’s Automated Workflows, your team can fill out form fields, and then once completed, the form can be routed automatically to the customer to complete. This cuts down on processing time and ensures that projects are completed within the timeline.

• Customer Feedback Form

  Gaining insight from customers can help your management team gain insight into your daily operations, employee performance, and overall customer experience. With a Customer Feedback Form, you can send customers a quick survey via email or text message. With the Public Forms feature, you can send forms outside of your GoFormz account or link the form to your website. 

GoFormz landscaping customers are leveraging mobile forms to enhance their business operations, cut down costs, and create a better customer experience. Get started today to streamline workflows with GoFormz’s 14 day free trial.