Maximizing Field Service Efficiency with Digital Forms
How digital forms can transform your field service operations
Field service teams are the backbone of many industries. From banking to technology, field service technichians install specialized machinery, repair various equipment, and ensure companies stay up-to-date with the latest tech. However, many field teams rely on outdated paper forms and processes that hamper their productivity.
That’s why more and more companies are switching from paper to electronic forms. GoFormz is the leading digital forms solution that streamlines workflows, enhances collaboration, and delivers better service. Keep reading to learn how switching to digital can supercharge field team efficiency.
Seamless Data Collection From Anywhere
With digital forms, field technicians can easily capture data on their mobile devices – even when offline in remote locations. There's no need to hassle with printing paperwork, decoding messy handwriting, or manually entering information into back-office systems. Techs can quickly fill out forms, take photos, collect electronic signatures, scan barcodes, and record GPS coordinates with their smartphone or tablet.
This streamlines your data collection and ensures information is recorded correctly the first time. GoFormz can even auto-populate customer details and job specs from integrated apps and systems, saving techs from reentering repetitive data. The result is faster, easier, and more reliable data collection from the job site to the back office.
Better Communication with Real-Time Data Sharing
Form data can be instantly shared across your organization as soon as techs complete a digital form. Work orders, customer information, equipment readings, and more are uploaded to the cloud and easily accessible to any department of your organization. That means no more waiting for paper forms to physically make their way back to the office.
Additionally, GoFormz can automatically route completed forms and trigger Workflows based on the rules you set. For example, a finished work order could be emailed to the customer, uploaded to your cloud software, and sent to accounting to generate an invoice. That invoice can then be sent back to the customer to sign with their electronic signature, creating a legally binding documentation trail. By automating your digital forms flow, you eliminate communication gaps and manual handoffs that waste time.
Visibility From the Field to the Back Office
Digital forms give managers real-time visibility into field service operations. Instead of waiting for data to trickle in, you can have an instant pulse on metrics from work orders, fix rates, task durations, and more. Supervisors can track job progress, monitor SLAs, and spot issues from their dashboards – all without playing phone tag.
GoFormz can automatically update reports and records in integrated systems like your ERP, CRM, or field service management software. This gives your entire organization up-to-date information about field performance. With a clear picture of your field operations, you can make data-driven decisions that optimize your resources and improve your company processes.
Empowering Field Teams to Work Smarter
Digital forms can be boiled down to simply making life easier for your field techs as well as your office staff. GoFormz is intuitive to use and far simpler than juggling piles of paperwork. Techs can complete inspections and jobs faster with fewer hassles and less rework from missing info or data entry mistakes.
GoFormz puts customer histories, equipment manuals, and other critical info at your techs' fingertips. Techs can also communicate seamlessly with teammates, customers, and vendors with online forms. By digitizing forms and arming your field service techs with better tools, you can boost employee productivity and job satisfaction.
The Future is Digital
Making the switch from paper to digital will impact your field service team for the better. With streamlined data collection, real-time communication, automated workflows, and field-to-office visibility, field service teams can operate better than ever before. GoFormz empowers your field team to work smarter and faster – so they can focus less on paperwork and more on the job at hand.
The future of field service is digital. Will you be left behind with paper forms? Or will you join the thousands of businesses that made the switch?
