Getting to Know the GoFormz Mobile Forms and Data Capture Platform
Thinking of adding GoFormz to your digital toolbox?
Here’s everything you need to know about the GoFormz mobile forms and data capture platform.
What is GoFormz?
GoFormz is a mobile forms and data capture platform that teams across the globe use to collect information, directly from their phones, tablets, and computers. These "mobile forms" can look exactly like your paper forms, making it easy to replace existing paperwork and onboard new users. With GoFormz, you can digitize your forms in our drag-and-drop form builder, requiring no code or IT support (so you can easily get started).
Once a mobile form has been filled out and submitted, the completed document and captured data are instantly available for review and processing – eliminating the need for manual form delivery, faxing, scanning, or rekeying. Forms can even be filled out offline and synced once a signal is available, granting your team the flexibility to work anywhere, no matter how remote.
The GoFormz mobile app is available on iOS, Android, and Windows, and forms can also be filled out and completed online.
“We were able to take every paper form we had and import it into GoFormz, and use them in a more modern way. This improved our mobile adoption rate. We had a lot of technicians who really weren’t sure about going mobile, and because they now get to hold the form that they know in their hands, this softened the blow.”
Capture new kinds of data
With GoFormz mobile forms, it’s easy to capture Images, Sketches, GPS and Maps, straight from your mobile device. Using Image fields, users can rapidly input photos and annotate them to highlight key details or hazards. With Sketch fields, users can add their own illustrations, or sketch over embedded diagrams, significantly improving and simplifying tasks like equipment inspections. Via GPS and Maps, users can enter their exact location coordinates, or GoFormz can automatically populate their location as soon as they generate a form. Finally, Barcode Scanning can be used to scan a barcode or QR code and instantly populate corresponding fields with data (e.g. scanning a barcode could instantly populate the last inspection date for a piece of equipment, a product’s SKU number, and more).
“With GoFormz we can take pictures on the spot, scan barcodes for serial numbers, fill in the issues, and send it to the department that needs to investigate the issue… within minutes.”
Automations, workflows, and reporting
Using GoFormz, your team can easily streamline common tasks, like form sharing, uploading data to connected systems, and automatically running reports. With GoFormz Workflows, incoming data can be processed and moved between GoFormz and your other business systems in real-time. For example, if an invoice were completed, said invoice could be used to update a connected Salesforce or Quickbooks account with collected data, and even upload a PDF copy of the completed form. Your business can also automate reporting, scheduling reports to be highly customized and run at regular intervals.
Click here to learn more about GoFormz Workflows >
Powerful integrations and robust API
GoFormz offers a variety of powerful integrations, as well as a robust API, enabling your operation to design, customize, and optimize its data capture workflow. With integrations like Procore, Salesforce, Quickbooks, Microsoft 365, Google Suite, Smartsheet, Egnyte, Box, Dropbox, and more, you can route highly accurate data throughout your operation, in real-time.
Example integration use cases:
Completed forms and images can be instantly routed to a dynamically created folder hierarchy within your cloud storage.
Collected data can be instantly piped to your business systems and apps, creating and updating corresponding records in those apps as needed.
Dispatch forms pre-filled with data from a connected system to teams in the field.
Click here to learn more about GoFormz integrations >
Benefits of leveraging mobile forms and digital data capture
With mobile and online forms, your operation can more efficiently and effectively collect and apply business information:
Highly professional, modern: Digital forms provide a more professional, modern means of data capture, meaning documents are always client-ready (no more coffee stains or poor penmanship!).
New kinds of information: New data types allow for greater insight into business and project activities, improve hazard analysis, and strengthen communication.
Better business insights: Real-time data improves business agility and elevates business insights. Data collected via mobile forms is more accurate, timely, and impactful.
Sanitize and standardize your data: Mobile forms can be used as a front-end to your other business systems, extending the capabilities of platforms like Procore, Salesforce, and Microsoft 365, to teams in the field.
Incredible time savings: Eliminating time-consuming activities, like hand-delivery, hand-filing, rekeying, and other administrative tasks, allows your business to reallocate time to more meaningful activities.
Why choose GoFormz?
GoFormz is the only platform that can preserve the look of your original document, which enables your business to streamline onboarding with a familiar interface and maintain formatting when working with government agencies and other businesses that might require specific paperwork. GoFormz also provides two viewing modes for data entry: Form View and List View, a small screen optimized viewing mode, perfect for smaller screens like phones. GoFormz also provides a Public Share feature, allowing links to your mobile forms to be shared with individuals outside of your GoFormz account – significantly simplifying collaboration.
Ready to get started? Jumpstart your digital transformation and sign up for a free trial of the GoFormz platform today! Once you’ve signed up for your free trial, visit our popular Quickstart Guide for step-by-step guidance for creating your first mobile form, sharing forms, automating workflows, running reports, and so much more.
