5 Features to Add to Your Digital Work Order Form Template
Seamlessly collect and store data with these digital work order template features
Work orders are a critical part of collecting real-time data for your business operations. With paper forms, your team is left with messy, disorganized, and inaccurate forms and fragmented information. By digitizing your work orders, you will not only save time and money but also improve the quality of collected data and elevate your client-facing documents to be more professional and efficient. Long are the days of printable work order forms to complete projects. Your team will be empowered to collect real-time data - anywhere, anytime.
GoFormz offers Starter Forms to enable your business to efficiently switch over to digital forms, including a ready-to-use work order Template. Choose one of our templates to get started, or, maintain the look and feel of your existing work order by uploading your existing PDF file into the Template Editor. GoFormz’s drag-and-drop functionality allows even the least technologically savvy employee to build dynamic and custom online forms. Check out our free order form template here.>
Are you ready to digitize your work order forms? Read below about the top features to use when building your digital work order form.
Image and Sketch Fields
Sometimes, when collecting work orders, your team may need to add additional imagery to fully capture the scope of the project. With Image and Sketch fields within the GoFormz Template Editor, you can seamlessly add in images uploaded from your mobile device or tablet. Simply drag-and-drop an Image or Sketch field onto your template and hit ‘Save’!
Learn more about Sketch Fields in this ProTip>
Automatic Calculations
For work orders, your team will need to identify the time and cost of the project at hand. Automatic Calculations eliminate inaccuracies in data by automatically applying calculations from your form data fields. You can use Automatic Calculations to determine totals on your form or even add in more complex calculations and functions for more advanced computing. Paperless forms ensure that your calculations are accurate and you can rely less on manual data collection.
Required Fields
Whether they are internal or external-facing forms, it is important that all necessary fields are filled out accurately and in a timely manner. Collecting data on paper forms can lead to missing fields and incomplete information. With the GoFormz form app, your team will be able to see when fields are Required and will be unable to hit ‘Submit’ without completing the field. Simply locate the Required property within the Properties panel and select ‘Yes’.
Electronic Signatures
No matter the work order form, (purchase order forms and maintenance work order forms, too!) your team will need to have a customer or an internal team sign off for approval. With the manual process of signing paper forms, signatures can be missing or messy and lead to disgruntled customers or employees. With Electronic Signature fields, you no longer need to waste time delivering and signing off on important documents. With the GoFormz form creator, you can easily build a dynamic form with custom fields and signatures. Learn how to add a signature to your form in 3 easy steps.>
Form Routing
Lastly, upon completion of the work order, teams may need to send to management via email or store it securely within their internal database. Luckily, with GoFormz, you can set up Automated Workflows to instantly dispatch forms to the necessary stakeholders. You can even connect your mobile form with other business applications such as Procore, Google Drive, and Box. Check out our integrations here.>
With these five features, you can begin to create dynamic and custom work order forms that help streamline your business operations. To learn more about getting started with GoFormz, check out our Quick Start Guide. You can try GoFormz for free for 14 days.
