Digital forms can save your administrative team incredible amounts of time

Despite the vast array of digital tools now available, many businesses are still stuck on paper. In our recent survey of field service and construction executives, 81% of companies surveyed still rely on paper forms; a third of which still use paper for more than 75% of their documentation. Our respondents went on to clarify the most detrimental aspects of relying on paper for data capture and documentation, citing poor data quality, missing information, and wasted time as their largest obstacles.

For back-office teams and administrators, these frustrations are often compounded by long delays, customer needs, tedious data rekeying, and physical filing. In many of our customer case studies, GoFormz users recall the incredible amounts of time required to manage paper forms – often requiring at least one employee dedicated solely to the task. Using mobile forms, administrative burdens like manual processing and record-keeping are eliminated, freeing up incredible amounts of time and resources. The perfect example of how mobile forms can empower and aid administrators can be found within the customer use case below: 

Before GoFormz, Dale Henderson, an Operating Partner at SiteMix (a concrete producer) was often faced with the daunting task of collecting, correcting, and processing his team’s daily tickets. Tickets had to first be hand-delivered and then reviewed, one by one, for data entry errors, mathematical mistakes, and missing information. SiteMix’s paper tickets were then stored within binder clips, which Dale often would need to carry with him for reference – a cumbersome, inefficient task. Recognizing that not only did this ticketing process take far too long, but also could not scale as the business grew, Dale turned to GoFormz to streamline and simplify the process. 

Dale equipped SiteMix’s digital forms with a variety of powerful features, including Automatic Calculations, to correctly and rapidly tally totals for billing, and Conditional Logic, to enforce data capture rules, and make sure forms are complete and correctly formatted. Dale and his team quickly reaped the benefits of their digital transformation. Forms could now be submitted from the field and instantly accessed by administrators. Completed tickets are also routed to SiteMix’s Dropbox account, streamlining and centralizing record keeping (no more binder clips!). Finally, thanks to form logic and instant calculations, incoming data is more complete and accurate. 

These digital improvements have resulted in a savings of 50-75 hours a month, that would have otherwise been spent on administrative tasks. 

More useful features for administrators:
There are countless ways administrators and back-office staff can benefit from leveraging mobile forms. These features are a few of the tools you can leverage with GoFormz: 

• Automated Tagging - Instantly ‘Tag’ forms with the name of a user, client, project, and more, for rapid form recall and simplified search.

• Automated Emails - Automatically route completed forms to supervisors, customers, and colleagues. Forms can even be dynamically routed to an email address entered within the document (perfect for working with clients).  

• Automated Reports - Schedule reports to instantly run or update, and even automatically route reports to a user or connected system.

• Signature fields - Never hunt down another missing signature. With GoFormz, your digital Signature boxes can be made Required, ensuring authorizations are input, every time.  

• Seamless integrations - Instantly route completed forms and captured data to integrated applications, like Salesforce, Quickbooks, Google Drive, Microsoft 365, Smarthseet, Procore, and more. Your data can be used to update databases and spreadsheets, augment reports, update line items, and more. 

To learn more about how GoFormz can improve your workplace, check out our free white paper, ‘The Five Phases of Digital Transformation’.