How GoFormz Digital Form Automation Can Benefit Your Small Business

Enhance efficiency and productivity with digital tools and automation

As markets become increasingly competitive, small businesses must leverage every available tool to stay efficient. One of the most impactful ways to streamline operations is through automation. By automating repetitive and time-consuming tasks with digital form automation from GoFormz, businesses can enhance productivity, reduce errors, and free up valuable time for more strategic activities. Here’s a look at how digital forms and automation can transform key business processes, from hiring to client communication. 

Streamlining Hiring and Onboarding

Hiring new employees and providing them with the necessary training can be a resource-intensive process. Automating parts of this process can significantly reduce the workload. For instance, using digital application forms can speed up the initial screening of candidates. An automated system can filter applications based on specific criteria, ensuring only the most qualified candidates reach the interview stage. Additionally, automated email notifications can ensure the right people are immediately notified about the latest candidates, helping you make the best hires as quickly as possible.

With GoFormz you can also streamline and simplify the onboarding process. Whether you’re pulling in identification photos or tracking training modules, GoFormz makes it easy to automatically route this data to your existing Cloud storage capabilities, giving your HR team a much-needed break from managing employee files. Additionally, you’ll save your HR team time when it comes time for annual employee reviews, as you can also pull form data directly from any Datasource to prepopulate your forms.

Efficient Invoicing

Invoicing clients is a crucial task that, if not managed properly, can lead to cash flow issues. GoFormz can simplify this process with a customizable invoice form. Automated invoicing capabilities allow businesses to generate and send invoices quickly and accurately. By integrating your GoFormz account with your existing accounting software, such as QuickBooks, you can easily populate your invoice forms with accounting information, and get automated email reminders once invoices have been signed by clients. By automating invoicing, businesses can improve cash flow management and reduce the likelihood of errors that can occur with manual invoicing.

Managing Visitor Sign-Ins

Handling visitor sign-ins is another area where automation can make a significant difference. Instead of maintaining a paper-based sign-in book, businesses can use a sign-in sheet template on a tablet or computer. This digital approach not only streamlines the process but also enhances security by keeping a digital record of all visitors. Automated visitor management systems can also print visitor badges and notify employees when their guests arrive, improving overall efficiency and professionalism.

Client Intake and Communication

For businesses that rely on client intake forms, using mobile forms can be a game-changer. Mobile forms allow clients to fill out and submit forms from their smartphones or tablets. This convenience can lead to higher completion rates and faster processing times. Automated systems can then route these forms to the appropriate recipient, ensuring fast and seamless client communications. 

Boosting Productivity with Mobile Forms

Mobile forms are not only useful for client intake but also for internal processes. Employees can use mobile forms to submit expense reports, request time off, or log project updates from anywhere. This flexibility increases productivity and ensures that important information is captured in real time, reducing the risk of delays or data loss. With mobile form automation, your forms can calculate time off balances, overtime costs for payroll periods, and more, to streamline all your internal calculations.

And for those small businesses with employees in the field, mobile forms offer the ability to ditch manual and paper-based calculations from anywhere. The GoFormz mobile app offers online and offline capabilities, meaning no matter how rural your job sites are, your employees are always able to manage their workload and form documentation.

Incorporating automation into your small business can yield significant benefits across various processes. From improving the hiring and training process to streamlining invoicing, managing visitor sign-ins, and enhancing client communication, automation can help you operate more efficiently and effectively. By leveraging GoFormz digital forms and our automation functionalities, small businesses can save time, reduce errors, and focus on growth and innovation. Embrace automation today to transform your business operations and stay ahead in competitive markets.