The Top 3 Online Forms for Window and Door Installers
Streamline your window and door installation processes by transforming your paper documents into dynamic online forms
For window and door professionals, utilizing online forms can better organize your inspection, quote, and installation processes. To ensure that the entire process of installation runs smoothly, you need to be equipped with the right tools to obtain critical information, store it properly, and relay it back to the team and customer for the next steps.
Using an easy-to-create online form builder, like GoFormz, your business will run more efficiently and in return, your labor costs will significantly decrease. With the reduction of manhours spent re-keying information into your system, your team can be focused on garnering business opportunities.
“GoFormz takes so much work off of our administrators, and eliminating the paper forms saves us thousands of dollars. GoFormz easily saves me 50-75 hours per month that would otherwise be spent just on office personnel tasks.” - Dale Henderson, SiteMix
With GoFormz’s advanced features such as Required Fields, Signature Fields, and even Conditional Logic your team will be able to build custom forms that fit every business need. What makes GoFormz truly unique is that there is no coding or advanced computer knowledge needed to build online forms. With drag and drop functionality, anyone on your team can build custom forms.
Learn more about the best online forms for window and door installation services below:
Contact Form
When a customer is shopping around for a window and door Installer, they need to be able to seamlessly contact you to schedule an appointment. With digital Contact Forms, your customers no longer need to call and speak with someone to request services. This process saves on administrative processing and can create a better user experience for the customer.
With GoFormz, you can build a custom Contact Form via our Form Sharing or Public Forms feature. With Public Forms, you can create a form that is accessible to users outside of your organization and easily embed it on a landing page on your website or share via email. When you sign up with GoFormz, each account starts with 25 free Public Forms credits!
With a Contact Form, you need to be able to create form fields like First and Last Name, Phone Number, Services Requested, and Email Address. With the Drag-and-Drop functionality, you can simply select these fields within the GoFormz free online form builder and drag them into your form!
In order to simplify the process for customers, you can create a Drop Down menu of all of the services available and allow them to select which is the best fit. With a Drag-and-Drop form builder, it is easy to make a professional form that your customers can effortlessly fill out.
Quote Form
After the customer has submitted their Contact Form, your team will now need to go onsite to assess the job and determine the scope of the project. By utilizing a mobile Quote Form, your personnel can fill out the required information in real-time while they are with the customer.
There may be multiple team members involved in the quote process for installation. By building Dynamic Field Properties within your Quote Form templates, you can ensure that the critical fields are displayed and required to be completed by specific staff. You can even change the background color of a field based on the User’s Group. Learn more in this ProTip.
With the Calculations feature, you can build calculations into your forms to automatically determine the cost of the project. This eliminates the administrative burden of having to manually key in this information to generate a quote.
Once the audit is complete, you need to store this information to be readily available for installation. By setting up automated form routing or Workflows within GoFormz, you can integrate your forms with systems like Salesforce or Google Sheets to store customer information safely and securely. In addition, within Workflows, you can enable forms to be automatically routed to management via email. This way, your management team can audit employees’ work and perform quality control simultaneously.
Door Installation Checklist
Once the audit is completed and the customer has approved the quote, next up is the installation. While onsite, in order to maintain high quality, it is imperative that staff are following the recommended procedures for installation. By utilizing a Door Installation Checklist form on their mobile device, service professionals can eliminate excess work and guarantee that no steps have been forgotten. With GoFormz, you can create a Door Installation Checklist from scratch under List View, or, upload your existing paper form PDF into Form View and add custom Checkbox fields. To learn more about the difference between List View and Form View, check out this ProTip.
Adding Checkbox fields is easy with GoFormz! Simply, drag and drop the ‘Checkbox’ field under Template Fields. Under Properties (on the right-hand side of the Template Editor) you can add in additional features like making the field Required. Or, to display your Checkbox fields under a Group, simply select Checkbox Group. With this feature, you can add several Checkboxes under one Section.
With these powerful online forms, you can transform your daily window and door installation operations. To learn more about different ways that field service teams are utilizing GoFormz, check out this blog. Sign up for free today.
