Electronic Evolution: How “Digital” Is Shaping the Field Service Industry

Digitally transform your field service operation with mobile forms.

Originally published on 03/30/2017

Get with the times or get left behind

The term “Digital Transformation” is frequently used by brands, industry leaders, and workplace innovators (GoFormz included) — but when it comes to the field service industry, what does a digital transformation strategy truly entail? Beyond the obvious implications of digitizing an organization or specific business process, this buzzword carries more weight and significance than you might realize. Below, we break down how the field service industry has evolved within the digital landscape — and why implementing your own digital transformation strategy is worth considering:

Empower Mobile Workforces

Field service operations rarely benefit from managing staff in a single, static location, making data collection and distribution particularly challenging. In an industry where efficiency is paramount, communication and responsiveness are crucial to mobile workforces—priorities that digital tools can greatly simplify.

Integrating digital platforms into your field service workflows enables the rapid collection and delivery of time-sensitive information, regardless of where technicians are located. With real-time data access, projects can stay on or ahead of schedule without manual data entry, corrections, or data delivery delays. This instant access also enhances communication between job sites, offices, and mobile technicians, ensuring that key stakeholders are always informed and able to respond swiftly.

GoFormz empowers your mobile workforce with fast data delivery, automated communication tools, and instant access to project data and documents from anywhere, even without a signal. GoFormz streamlines data distribution across locations, devices, and departments—optimizing workforce communication, ensuring consistent document completion, and enabling seamless data sharing. Learn how this national disaster restoration services provider uses offline forms and automation to streamline communication with GoFormz. 

If we weren’t able to be offline, we probably wouldn’t have even attempted to implement this.
— Chris Ivie, Vice President of Operations, ServiceMaster by Cornerstone

Elevate Customer Service and Professionalism

Keeping customers happy, confident, and informed is no easy task. Relying on paper documents often results in embarrassing client-facing errors, such as inaccurate information, physical mishaps (like coffee spills or missing pages), and delays caused by manual hand-offs.

Adopting electronic forms for your client-facing operations is an easy remedy. It enhances professionalism, keeps customers informed, and improves response times. Leveraging digital tools can keep customers in the loop — quickly responding to inquiries with accessible, real-time data and routing completed documents to clients for their own record-keeping and peace of mind.

With GoFormz, you can outpace competitors and expedite project progress with instantly accessible quotes and electronic sales forms, securing business faster. Provide customers with immediate, highly detailed descriptions of work using contextual features like images, sketches, diagrams, and text field descriptions, ensuring a smooth, professional experience. You can even capture digital signatures or legally binding signatures with the eSignature field to expedite any approval processes.

Endless Data Possibilities

Data locked in paper forms offers no value to your business. Unlock its potential by enriching every aspect of your operation with collected data and powerful insights, through versatile integrations across digital platforms.

Integrate GoFormz with platforms like Salesforce, Procore, or Acumatica to fully leverage your job site data. The integrations with these powerful platforms enable your team to collect data using forms that mirror your original paper versions but with the enhanced capabilities of routing specific data for storage, analysis, and actionable insights — helping you optimize workflows, improve collaboration, and drive smarter business decisions.

Whether you want to use GoFormz to digitize a sign-in sheet template or a collection of field-related documents, GoFormz is here to enhance your existing processes and streamline your daily tasks. To learn more about using GoFormz for your field service operation, check out how thousands of field service professionals are using GoFormz to enhance their business processes today.