Revamp your business processes with workflow automation 

Equipping your team with process automation will improve your productivity and efficiency across your business organization. Manual tasks like scanning and uploading paper documents can be mundane and time-consuming for your staff. One of the most powerful aspects of GoFormz mobile forms is the ability to automate processes like dispatching pre-filled forms to field workers, emailing supervisors completed mobile forms, automatically running reports, and even storing forms in a cloud storage app like Google Drive or Box. Moving away from manual tasks will enable your team to focus on more important tasks, increasing productivity and overall employee satisfaction. 

With a drag-and-drop form builder like GoFormz, you can create dynamic forms that are easy for your employees to complete. With offline capabilities, your team can fill out forms any time and anywhere. This creates real-time visibility into your daily business processes and empowers your management team to oversee employee productivity. 

You can even pre-fill form fields to reduce the time needed to complete the forms. By integrating your forms with internal data sources or CRMs, you can pull relevant information directly from your systems. Integrating existing data sources into your forms only means less time that your team needs to spend on gathering this information from customers. 

GoFormz customer, FOR Energy, integrated their Salesforce with GoFormz to cut down on time for their audit process. To read more about FOR Energy and its audit process, check out this customer story.

Learn more about the different ways that you can improve your productivity and efficiency with these workflow automation tools:

Automated Email

When your team is in the field, the last thing that they need to focus on is manually delivering or emailing completed forms to their managers or customers. Oftentimes, incorrect email addresses are inputted leading to lost and missing documentation. With GoFormz, you can send automated emails once your form is complete. With Automated Workflows, you can ensure that your forms are instantly routed to the correct team member or customer. You can trigger a series of emails with completed forms to customers to streamline communication. 

 To learn more about Auto-Email in this ProTip.>

Automated Uploads

The storage process of completed forms can often be daunting. With paper forms, your team is stuck with messy and disorganized filing cabinets. Luckily, with GoFormz, you can focus on the work at hand and less on the manual storage and filing processes. With automated uploads, once a form is complete it can store safely and securely in a cloud-based application like Box or Google Drive. GoFormz even integrates with Salesforce, Autodesk, Procore, and Quickbooks to ensure that all business systems are working together simultaneously

Automated Tags

With GoFormz’s Template Events you can set up Automated Tags to better organize and store your completed forms. Instead of having to tag each form individually, you can tag specific forms automatically. For example, let’s say you have one project for a specific customer. For this project, you have a variety of forms that are completed. You can set up an Automated Tag for that customer and remove the administrative burden of manually tagging each form! This automation process will help keep your records clean and organized.

Automated Reports

Having insight into your business operations is critical for making decisions. Business reports that are automated will cut down on human error and lead to more accurate reporting. With GoFormz, you can create reporting that is customized to your business needs. Generating reports from completed forms in the field will give you real-time insight into your operations. This will help you identify trends, opportunities, and even bottlenecks in your processes. Automated reporting tools can help you save time and money. GoFormz Reports are dynamic and can aggregate data from multiple Form templates.

Automated workflows take the pressure off of your team for time-consuming tasks like form storage, reporting, and organizing. With GoFormz, you can have smarter operations with less manpower required. Sign up today for free for fourteen days.