Real Time Data

Win Major Brownie Points With These Customer Service Workflows

Win Major Brownie Points With These Customer Service Workflows

Digitizing your forms not only makes life easier for your employees, but also eliminates a substantial amount of stress and confusion for customers as well. Ready to optimize your client facing operations? Earn some major brownie points with these customer service centric workflows.

5 Ways How Mobile Forms Are Changing the HVAC and Plumbing Industries

5 Ways How Mobile Forms Are Changing the HVAC and Plumbing Industries

Of the thousands of GoFormz customers using our solution in over 170 countries worldwide, many of them are in the HVAC and commercial plumbing business. We get a lot of feedback from this group in the form of case studies as well as direct community communication. And from this, we’ve culled together some key trends behind how mobile forms are evolving and improving their industries.

Reduce the Administrative Burden with Mobile Forms

Reduce the Administrative Burden with Mobile Forms

It is now easier than ever to make the switch to a paperless system for both the administrative office and the folks in the field. Many people assume that a paperless system primarily serves just the needs of the field technicians, however, what they may not realize is that the administrative team can benefit greatly as well.

Switch From Paper to Mobile Forms With GoFormz

Many companies think that converting paper forms to mobile forms is a complicated and costly process, or may be disruptive to existing workflows. But this doesn’t have to be the case, especially when you use the GoFormz solution. You just upload a digital copy (pdf or jpg) of your form to your GoFormz account and use our editor to easily configure the various form fields. Then you just download the GoFormz app and start filling out your new forms. It’s that easy.

Some immediate benefits of using the GoFormz platform:

  1. Your mobile forms look exactly like your paper forms, so there is little to no need for training of your staff.

  2. Save time and never lose a form again, because there is no need to travel to and from the office to turn in forms. Form submissions are fast. Once you are done filling out a form, just press [Save] and the form is immediately synced to the cloud-based platform.

  3. Better, more accurate data is being collected because of the conditional logic and calculated fields within the forms. Save time, and reduce manual errors.

  4. Include new types of data that are readily available on your device such as pictures, GPS, time & date.

  5. Run reports for fast answers and real-time analysis. No more hunting around file cabinets for forms, or opening up scans from a back-office system.

Use GoFormz reporting to run queries on any piece of data across all of your forms. Because the form submission process is instant, you can run reports on the freshest data from the field.

You can also use GoFormz to vastly improve and automate your workflow processes. With the GoFormz API you can integrate GoFormz with your other business systems.


Case Study: Strategic Sanitation Services Inc.


Industry: Community Sanitation Services

Customer Since: Spring 2015

Forms: Field Service Reports

Challenge:  Wanted to modernize their field services with technology, and receive current updates from the service team.

Solution:  Mobile field service forms and reports using GoFormz


  • Access to real time data from the field

  • Decreased payroll processing time by 50%

  • Were able to move employees to piecework compensation

  • Dramatically increased customer satisfaction

Why GoFormz: "GoFormz was the best solution to fit our needs. Our employees were already equipped with technical devices such as tablets and smartphones for digital reporting since we take service pictures to add to the reports. When we heard that GoFormz had the functionality to add photos to the mobile forms we were sold." 

About Strategic Sanitation Services Inc.

Strategic Sanitation Services Inc. provides condominium and apartment communities with comprehensive, on-site waste control and recycling services. 

They have grown an average of 60% year-after-year and service over 100 residential communities in Southern California for some of the biggest property management companies in the region and nation. Since S3 is growing so rapidly they urgently needed to implement a more efficient way of providing field information internally and externally.

The Full Story:

Steven Reyes, Vice President of Strategic Sanitation Services Inc. (S3), was on a search for a mobile forms solution. All of the S3 employees had been equipped with the hardware devices needed for digital reporting systems for some time, they just needed the system. They decided to hire a consultant to develop a custom solution, this did not result in the expected outcome.  So Steven went on the hunt for a mobile forms solution that could be implement internally. He was referred to GoFormz by a colleague of his. Once he researched GoFormz and its features, he was sold.

He was able to easily turn his paper-based field service reports into mobile versions that his staff could effortlessly fill out on their devices.

“We found it relatively easy to implement and set up. We basically replicated the paper forms the field personnel are already accustomed to so they had no trouble switching,” says Steven.

10 months later, Steven and the S3 team are seeing some real benefits from using GoFormz, including improvements in data collection, payroll processing, compensation management and customer satisfaction.

4 Distinct Benefits from using GoFormz:

1. Increase Accuracy and Real Time Data from the Field: Prior to using GoFormz, the field service personnel would come into the office once a week just to submit their forms for payroll processing. This was the only time the office would receive an update on what was going on in the field short of being forced to resort to a phone call, resulting in serious delays of when field data would enter the system. Steven states,

“now with the field personnel using GoFormz, the moment they hit complete we have the data immediately. This has increased our accuracy not only with decisions in the office but also with the GPS of our field servicemen. Knowing exactly when and where they were at the time the form was completed is helpful for accountability and scheduling.”

2. Time to Process Payroll: 

“Our service department has a unique compensation system which is based on performance, and performance is calculated from submitted reports. Processing payroll was highly time consuming, but once we implemented GoFormz we were able to cut payroll processing time by 50%.”

3. Eliminates Overtime: Only two-thirds of the field service personnel were on a piecework compensation system before we implemented GoFormz. However, after implementing GoFormz everyone was able to be put on the proprietary compensation system. Steven states,

“this was a win-win for both the company and the employees. The employees increased their service efficiency which then increased what they earned per-hour, and the company benefits from eliminating overtime.”

4. Customer Satisfaction: When their customers contacted them to find out about a scheduled service, they are now able to respond to them instantly and let them know exactly when their service is completed and what was done for them. They can also send them their corresponding report if they want details.

"Before implementing GoFormz, we would have had to wait hours and sometimes days to respond because we were waiting on the paper reports to be submitted. GoFormz has had a direct impact with our customer satisfaction.”
“We offer a relatively low tech field service, but our business philosophy includes implementing as many current technology solutions as we can implement to improve our efficiencies in high-touch Customer Service, and GoFormz is right in line with that philosophy. We have 3 core values in the company-- Respectful, Reliable and Responsible service-- GoFormz plays a Strategic role in providing highly reliable service that our customers appreciate greatly!”