3 Ways Mobile Forms Improve Your HVAC Workflow
Originally published on 01/03/2018
How important is communication between your field and back-office HVAC personnel?
Like any field service operation, HVAC teams rely heavily on communication between field crews and back-office personnel. Using paper forms impedes collaboration and communication between frontline workers and other teams, leading to sluggish, manual processing – hindering productivity.
By leveraging mobile forms, your HVAC workflows can experience a remarkable enhancement. Through robust features like automation, new data types like eSignature and File Attachments, and real-time data capabilities, mobile forms have the potential to elevate your data collection and processing. Here are three key ways how:
Enhance Client-Facing Professionalism
HVAC teams interact regularly with clients, and handwritten, incomplete paper forms often fail to convey professionalism. By using mobile forms, HVAC teams can impress clients with digital professionalism and prompt responses. Completed forms such as service reports, work orders, quotes, and more can be swiftly accessed and shared with clients, fostering a more transparent and timely customer service workflow. See how SGI Heating and Cooling leverages mobile forms to enhance customer satisfaction and client-facing professionalism.
Collect, Communicate, and Process Data in Real-Time
Timely communication is crucial for the success of any project, whether it involves installing central air systems or repairing furnaces. Utilizing mobile forms simplifies the delivery of timely data. With the GoFormz app, data submitted from field techs is instantly accessible to the back office for processing, sharing, and analysis. Before mobile forms, teams had to deal with scanning, rekeying, and faxing valuable data, leading to delays in processing and stale insights. With GoFormz, collected data can be immediately utilized, resulting in enhanced business agility, swift responsiveness, and reduced time spent on tedious manual tasks. For example, an invoice form can be automatically routed to a customer as soon as a project is completed using Automated Workflows. Upon form completion, the digital invoice can be re-routed back into the customer file of a connected system, like Salesforce, streamlining data collection and eliminating manual data re-entries. See how Boland leverages the GoFormz and Salesforce integration to process client information faster and in real-time.
Improve Operational Insights
GoFormz transcends the realm of simple mobile forms, offering a comprehensive suite of powerful and intuitive features designed to enhance both data capture efficiency and the overall quality of captured data. By incorporating features such as Automated Calculations and robust DataSources, GoFormz facilitates improved data accuracy by guiding users through the input process.
With real-time record-keeping capabilities, operational insights can be deducted in a timelier manner, fostering agile decision-making. Enhanced data quality not only ensures the reliability of produced insights but also enables teams to identify even the most subtle data trends with greater precision and thoroughness, empowering them to make informed strategic decisions. Learn how Cooper Oates Air Conditioning leverages mobile forms to improve operational insights.
Curious to see how GoFormz can serve as the missing piece to your digital transformation needs? Take advantage of our free trial and discover the swift impact GoFormz can make on enhancing your daily HVAC operations.
