Key Themes From Our Field Service USA Roundtable Session

Our Field Service USA ‘Toolbox Talk’ roundtable session was an incredible opportunity to hear from business owners and industry leaders, regarding data collection pain points, best practices, and optimization. Hosted by GoFormz CEO, Rob Brewster, and Oscar W. Larson CTO, Aaron Slack, the roundtable explored ‘digital tools to empower field teams’, including real use cases and results.

Our FSUSA roundtable attendees

The discussion began with a deep-dive into Oscar W. Larson’s mobile forms use case, with Aaron guiding attendees through the business’ initial needs, on-boarding, digital growth, and incredible results.

Here’s a quick summary of Oscar W. Larson’s mobile forms use case and incredible savings (you can read the full case study here):

Automatic Calculations enable audits to now end with a digitally signed contract, rather than a trip back to the office to perform calculations and secure approvals. This instantaneous feature has produced more efficient, effective sales and audits due to more accurate bidding, leading to $10M in sales.

Oscar W. Larson case study stats

The session continued with a discussion of digital capabilities made available by mobile forms, including powerful automations and integrations, including:

  • Capturing site inspection, field service checklists, and, safety reporting data via tablets

  • Leveraging integrations to existing systems for field service – allowing end users to Auto-Populate fields and push data from GoFormz to Salesforce, ServiceMax, Box, and more

  • Dispatching work orders from connected systems and completing the work order in GoFormz

To learn more about optimizing your field service operation with GoFormz mobile forms and data capture, sign up for a free account, explore our Mobile Forms Buyer’s Guide, or download our free white paper, ‘The Five Phases of Digital Transformation’.