Essential Mobile Forms for Oil & Gas
“GoFormz saves us around $350,000 a year… it has allowed us to get more sales and work, without hiring more people.”
When you arm your oil and gas field teams with mobile forms you can anticipate transformative benefits, like more efficient data capture, increased job site transparency, and more accurate data. This is accomplished via powerful digital features, like form logic, new data type fields (like Images, Sketches, GPS, and Barcode data), seamless automation, and real-time data access – all leading to streamlined, efficient workflows. With more accurate, complete, and timely incoming data, back-office teams gain better visibility into field team progress, while improving communication and business agility.
“GoFormz has helped us bridge the gap of field knowledge and tech, and made us that much better.”
So which digital forms can help improve your field-to-office workflow? Below are a few of the most popular mobile forms for oil and gas:
Digital Work Orders
Leveraging dynamic fields, seamless automations and new data types, digital work orders provide field teams with a modern, client-ready means of data collection. Automatic Calculations allow for the expeditious completion of work order line items, reducing human error while streamlining form completion. Your work orders can include digital Signature boxes, which can even be made Required, ensuring that work order details have been approved prior to form submission.
With Automated Workflows, completed work orders can be automatically shared with customers, teammates, and even connected systems (like ServiceMax, Salesforce, Quickbooks, Google Drive, Procore, and more).
Inspection forms
Mobile inspection forms enable oil and gas teams to rapidly collect field data, without sacrificing data quality and completeness. With mobile inspection forms, users can easily input photos of job site hazards or project progress, annotate images to highlight key details, capture GPS data, and scan Barcodes to instantly populate fields with corresponding data. These features lead to further job site visibility, improved communication, and a more comprehensive understanding of project progress. Your digital inspection forms can also be equipped with Drop Downs, allowing users to make a selection and instantly populate corresponding fields with a project, customer, or company’s data – resulting in faster form completion and more accurate data collections.
Once submitted, your oil and gas inspection forms are instantly available for review, granting back-office team real-time insight into project needs and reducing time spent delivering inspection forms to office admins. To learn more about digital inspection forms, check out our free Inspection form Template here.
“This platform allows our guys to perform the ticket, get it signed and turned in that day. That cuts down on that timeline of getting our funds from a company. And if there are issues that may arrive… having this platform allows us to answer those questions expediently.”
Daily Logs
Encourage your team to thoroughly and frequently document project details with digital logs and reports. Whether it’s a drilling log or weather log, simplifying the entry of critical project data leads to more complete, actionable insights. Your digital logs can be completed anywhere, even offline in remote areas, eliminating opportunities for workflow disruptions.
Digital checklists
From pipeline inspections to job site safety procedures, digital checklists provide an efficient, thorough means of documenting the completion of tasks. Leveraging GoFormz Checkbox Groups, GoFormz users can control how many items can be selected, whether or not an answer is Required, and more.
Digital timesheets
Effortlessly automate the processing of employee work hours and pay, with the digital timesheet. Digitizing your timesheets allows oil and gas teams to enter and submit their shift data anywhere, no longer requiring your staff to return to the office. Digital timesheets can be equipped with Automatic Calculations, ensuring work hour totals are accurate, prior to form submission. With Dynamic Field Properties, the background color of your field can change in response to entered data, for example, if overtime hours are entered, a field could dynamically turn red – highlighting the additional hours.
Digital timesheets significantly accelerate payroll processing by eliminating administrative bottlenecks, like form delivery, rekeying data, and manual processing.
Mobile invoices
Oil and gas teams can easily complete and share professional, digital invoices with customers – expediting payments, improving accuracy and elevating client communications. Mobile invoices can include Table fields, allowing data to be entered within clear line items. These Table fields can even host a variety of data types, from Image fields and Barcode data to instant calculations, Date fields, and Text descriptions.
Preventative Maintenance Forms
Maintaining your oil and gas equipment enables your team to reliably complete their work, without disruption due to equipment error. With digital preventative maintenance forms, users can easily document hazards and equipment issues with Image and Sketch fields. Equipment data can be easily populated via Barcode Scanning, ensuring machine information is complete and highly accurate.
To learn more about how GoFormz users leverage mobile forms to improve their oil and gas workflows, read how Petrol Services Australia uses mobile forms to save $350K annually or explore our collection of customer case studies.
