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How GoFormz & Procore Can Streamline Your Permit Process

Streamline the collaborative permit process and save time by leveraging the GoFormz-Procore integration 

Forms for construction multiply throughout the duration of a project – from obtaining hot work permits to conducting daily construction reports, information is consistently being passed between various stakeholders. However, key collaborators aren’t always together in the same room, forcing teams to rely heavily on email and phone calls as their primary means of communication. But what happens when a site superintendent requires approval from a project manager or the general contractor requires collaboration with various subcontractors on construction documents? The simple answer is: delays. And in the construction industry, delays mean lost revenue.

Fortunately, GoFormz offers a 2-way integration with Procore, which allows construction teams the ability to seamlessly pass data between GoFormz mobile forms and any Procore record type. Connecting GoFormz to Procore empowers teams to use mobile forms that look exactly like existing paper forms (critical OSHA documentation, government-related documents, and more) as a digital front-end to Procore data capture and processing. With this knowledge, here are a few ways GoFormz and Procore can streamline your permit process to eliminate data gaps and remove opportunities for costly delays:

Create easy-to-access digital forms through a link or QR code

GoFormz offers a powerful form-sharing capability, otherwise known as Public Forms, which enables teams to share documents with anyone outside of their organization via text, email, QR code, or a link on a website, to fill out and complete. 

For example, if a construction worker requires a confined space entry permit, they can reach out to the program coordinator who can dispatch a link to that permit to their mobile device. Permits can even be dispatched pre-populated with Procore data. This functionality drastically streamlines collaboration, improves data accuracy, and further enhances documentation tracking on a job site. 

Gather quick, efficient authorizations from supervisors or superintendents – regardless of location

Permits are often highly collaborative and require a variety of authorizations from a variety of stakeholders. Utilizing the GoFormz and Procore integration, your digitized permit can be dispatched to additional supervisors to sign (using the Signature field) – all while remaining within a familiar interface. Field teams can even fill out forms and access Procore data while offline at remote locations – significantly saving time. 

Send captured data to various Procore records and tools

Once a form has been completed, that captured information can instantly update your Procore projects and automatically route your data to the correct project using Procore project IDs. You can even instantly attach completed PDFs and captured images to projects or store them in the appropriate folder of Procore’s document library, making them instantly available to project collaborators. 

Report on collected data within the Procore integration

By having a fluid connection between GoFormz and Procore, captured data from the field now becomes a valuable resource – acting as a single source of truth. With access to information in real-time, construction teams can garner actionable insights from their digital form data within the Procore records. For example, if certain safety criteria aren’t being met for a required permit, teams can be notified within Procore and act upon that information faster, eliminating costly delays and missteps. 

All in all, permit processes require team collaboration and are critical documents for a construction job site. Don’t slow down your operation due to manual form delivery, missing forms, or sloppy handwriting. Create a constant flow of information leveraging the GoFormz-Procore integration today!

About GoFormz

GoFormz is a digital form automation and operational data management solution that helps garner actionable insights from collected data. We believe by introducing digital solutions into everyday processes, businesses can redefine how people collect and process information. Whether you need to digitize timesheet templates or require digital invoices, GoFormz can bring your existing paper forms to the digital realm (which no other digital form solution can offer) – requiring no coding experience! Let GoFormz capture, digitize, and send your data wherever you need it to streamline your business processes from end to end.

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