Smart mobile Forms

Best Practices for Converting Paper to Mobile Forms

One of the first questions people ask when beginning the process of replacing their paper forms with mobile forms is, 'what's the best way to create awesome mobile versions of my forms?' Below are some key questions to consider asking yourself, and our answers based on best practices that we have compiled over the years: 

  1. How important is preserving your existing layout?

    • Many businesses have been using the same paper forms for years if not decades. Their service team/technicians - the people filling the forms out - are use to the traditional look and feel. It’s a familiar dailey tool. Making them use a whole new layout may unessarily disrupt their daily tasks (causing a negative impact) and may lead to costly training on a new format. It may even break existing dependencies and workflows that are hard to identify.

  2. What new types of data do you want to capture?

    • Because Mobile forms are filled out on tablet devices like iPads, you can now easily include new data types like GPS, maps, date/time and camera images. These new types of data can provide a whole new level of information in your forms. Consider which ones you might want to augment your forms with.

  3. What are your considerations for Cloud Storage?

    • When you use mobile forms, you can leverage storing your forms and form data in the cloud. You can easily retrieve and run reports on them. You should consider naming conventions, tagging and other standard user permissions that best fit your needs.

  4. What workflows should you set up?

    • Mobile forms provides endless opportunities to automate workflows. For example, you can now instantly submit completed forms for review/processing (instead of having to manually turn in a form). You can also automate emailing copies of a form to your customer or managers. Mobile Form Platforms also allows you to sync your data with other systems like Salesforce and Box. Consider which workflows you can optimize with Mobile Forms.

  5. What calculations and conditional logic should you implement?

    • Now that you can automate calculations in mobile forms, you don’t have to do the math anymore. When setting up a mobile form, be sure to embed formulas for automating your totals, scores, and percentages. With conditional logic, based on what is entered in one field, the mobile form can populate multiple fields with appropriate corresponding values. (For example, enter a company name and the form populates address, phone, and email.) You can also enforce business rules by making fields conditionally required or even hidden based on values entered in specific fields.

New Web Experience + New Features

Next week we’ll be rolling out a redesigned look and feel for our web platform. We’re doing this not only to freshen up our look, but also to lay the foundation for many new features to come in 2016. Don’t worry, no features are being removed, in fact, there are a few new features and improvements rolling out.

New Form Editor

A simple but significant usability improvement we are adding is how you view multiple pages while editing your forms. Previously you had to click to view subsequent pages. Now all pages of your form are available as you scroll through. Additionally, renaming, duplicating and editing forms is simpler, and the form status is visible in the Form Editor.

Forms Listview Improvements

The Forms Listview now has additional date and time context as well as time range filtering. When clicking the filter icon, filters are now in their own separate panel for you to choose how you would like to filter the forms in your listview. We will be releasing many more attributes to filter-by this year.

For Power Users

You can now trigger a search with the “/” key, and toggle your Filter panel open with the “F” key.

We hope you are as thrilled about these changes as we are. If you would like to try the new web experience early, you can login to the beta now to check it out. There will be a feedback button at the top of the new interface, so feel free to use it to let us know your thoughts.

If you have any questions in the meantime, please feel free to reach out to us at support@goformz.com.

 

[eBook] Top 7 Mobile Form Features to Modernize Your Business

For hundreds of years people have been filling out forms on paper. Using paper forms is an error-prone, time consuming and outdated process. With the proliferation of mobile devices like iPads in the workplace, mobile forms have become vital tools for modern businesses. Filling out forms on a tablet means increased efficiencies, reduced costs and access to the advantages of digital technology. This ebook discusses seven of the most important mobile form features and their benefits.

At GoFormz, we are pioneering the new breed of Mobile Forms that are simple to use and will modernize your business. With GoFormz you can start capturing data electronically, look more professional, and modernize how your team works. GoFormz is dedicated to helping every business in the world eliminate paper forms, work smarter, and modernize how your work gets done.

CLICK TO DOWNLOAD EBOOK

To create this eBook we identified the highest impact characteristics of mobile forms that contribute to the modernization of businesses and business processes.

Sneak Peek of what you will learn:

Feature 1: Photo & Image Fields

Photo and Image Fields provide visual information that a textbox simply cannot ... Mobile forms give you the ability to include images directly on your form and use the built-in camera on your device to capture them.

Feature 5: Automated Workflows

Automation is key to increased efficiency in the modern business world. One of the most valuable features you can leverage from a mobile form is the ability to easily instrument workflows or triggers. For example, a mobile form can automatically email and forward copies of the form (for approval signature, record keeping, etc) when it is completed.

DOWNLOAD THE EBOOK TO LEARN MORE ABOUT HOW MOBILE FORMS CAN HELP YOUR COMPANY.

 

 

 

Mobile Form Spotlight: Vehicle Inspection

A Vehicle Inspection form on an ipad or android device (or really, any smartphone or tablet device) empowers you to capture more information and in greater detail than on a paper form.  As a mobile form, the vehicle inspection form quickly captures visual information, highly accurate numeric and text details, and has built-in workflow and routing that streamlines your record keeping process.

  • Text and Number fields are used to capture specific details of the vehicle needed for record keeping such as a VIN number.
  • Sketch fields allow the inspector to visually reference points of interest by simply drawing over a 4-angle car diagram.
  • Image fields allow for photos to be added on the form for a visual record of any damage, wear and tear, etc.
  • Once the form is properly filled out, the inspector can type in a few quick notes, sign, date and complete the form. An automatic workflow can email a copy of this form to the appropriate party.

GoFormz at AWEA WINDPOWER 2016

Rob Brewster, VP of Sales, and Jason Craven, VP of Customer Success, will be attending this year's WINDPOWER conference hosted by the American Wind Energy Association, in New Orleans on May 23-26. If you plan on also checking out the exhibits and sessions at the event, and want to meet up with them, please let us know! Just drop us a line at sales@goformz.com. They’d love to hear how GoFormz is helping your business and to tell you more about how GoFormz is getting involved in the renewable energy space.

DID YOU KNOW? Today, the United States is the #1 wind energy producer in the world. Wind energy is poised to be a major energy solution as States implement the EPA Clean Power Plan. Exciting times in the wind energy industry! Help us and many other companies out there create a green footprint!

 

Infographic: ROI of GoFormz

In a recent customer survey, 91% of our customers reported that they save significant amounts of time by using GoFormz. Here’s an infographic that captures some of the key ROI results from our customer survey, reflecting how GoFormz delivers productivity improvements and measurable cost savings (as a result of switching to our mobile forms platform).

Want to read more customer success stories? Be sure to check out our case studies.

Earth Day Infographic: GoFormz Saves 1,800 Trees by Helping the World go Paperless

Happy Earth Day 2016!

GoFormz helps customers around the world to go paperless, empowering them to replace their paper forms with mobile forms.  Mobile forms provide better and more accurate data than paper forms, streamline and modernize businesses’ day to day workflows, and provide access to real time reports and insights.  Just as important as all of these benefits are to companies, GoFormz helps the world by reducing paper waste.  

Using our platform, the GoFormz community of partners and customers have processed 15,639,534 forms through our system.  That’s 16,639,534 sheets of paper that weren’t used for business forms.

According to Tom Soder’s study, reported in Claudia Thompson’s book Recycled Papers: The Essential Guide, a single tree provides about 8,333 sheets of paper.  Dividing that number into 15,639,534 forms shows that we have saved over 1,876 trees!

To provide perspective, that is roughly 7% of the trees in New York’s Central Park.

Happy Earth Day everyone and let’s try and double this number for next year!