The Top 5 Digital Forms for Trucking
Improve your trucking operation’s efficiency, accuracy, and professionalism with digital forms
From auto-haulers to LTL freight, digital forms provide trucking teams with countless opportunities to streamline communication and benefit their bottom line.
Trucking teams are often faced with burdensome, paper-based documentation, requiring drivers to carefully and manually document their cargo, mileage, inspections, and more. Relying on paper and pen to record important trucking information introduces opportunities for error, like misspellings, illegible handwriting, incorrect math, missing signatures, or lost documents. Adding to these complications, paper forms must be hand-delivered to office locations, customers, and partners, resulting in drastically delayed documentation, miscommunication, and lost forms.
GoFormz is the easiest way to digitize your trucking forms for use on phones, tablets, and computers. Simply upload a PDF or JPG of your existing form, drag-and-drop digital fields onto your form, and start filling out forms from your mobile devices. Your digitized trucking forms can be easily accessed and filled out from anywhere, even while offline (submitted forms and data will simply upload once a signal has been regained!). Digital trucking forms can even be dispatched to teams pre-filled with information, accelerating form completion and eliminating opportunities for errors.
Once submitted, your digital trucking forms can be instantly accessed by teams in the back-office, automatically transferred to other users, instantly routed to customers or colleagues, or even uploaded to connected systems, like Salesforce, QuickBooks, Google Drive, and more.
Ready to get started? Check out the digital forms other trucking teams are leveraging to improve the way they work:
Bill of Lading
Digitizing your Bill of Lading for use on mobile devices and computers allows shipping and transportation data to flow seamlessly throughout your operation, while simultaneously eliminating the need for manual document handling and improving visibility operation-wide. Easily input Images of transport details, like freight damage, vehicle damage, and any other visual details to help bring context and transparency to shipment activities. With a digital Bill of Lading, your operation can easily keep tabs on your transport progress with GPS fields and location data. Your GPS fields can even be configured to automatically input a user’s location.
ProTip: Schedule reports across your digital Bill of Lading data to further increase operational visibility, identify obstacles and opportunities faster, and improve business insights. Completed reports can even be automatically emailed to teammates, or uploaded to integrated applications, like Salesforce, and BIM 360.
Driver Vehicle Inspection Report (DVIR)
Whether or not your trucking operation requires a daily Driver Vehicle Inspection Report (DVIR) it is essential that DVIRs are easily accessible and can be submitted in a timely manner, to ensure that your fleet is road-ready.
Digital forms make it easy to rapidly generate and fill out Driver Vehicle Inspection Reports from any location, even while offline in remote areas. Your team can quickly enter inspection dates, select or enter a vehicle number, and add their Signature, all from their mobile device. To further streamline DVIR completion, Drop Down menu selections can instantly populate corresponding fields with vehicle or fleet information. Your digital DVIRs can even be configured to dynamically display different inspection criteria based on a Drop Down menu selection, scanned Barcode, or a user’s Group. Leverage new data types, like Image fields, to highlight damaged equipment or vehicle repair needs.
Shipping Orders
Ensure your shipments and deliveries are completed efficiently and accurately with digital Shipping Orders. Digital forms allow your team to easily input consignor details, delivery dates, capture Images of delivered or damaged goods, and GPS data. Shipping Orders can be easily dispatched to freight teams pre-populated with delivery or consignee information. Once completed, digital Shipping Orders can be instantly access by the back-office, routed to customer contacts, or uploaded to connected applications, like Salesforce.
Accident Reports
Digital Accident Reports can significantly accelerate the completion of critical documentation regarding accidents involving your operation’s vehicles or drivers. Digital Accident Reports can be instantly generated and filled out anywhere, allowing drivers to quickly enter accident details directly from their mobile device. Image fields can be used to add context to input accident information and can even be annotated to highlight key details. GPS data and Maps can be used to rapidly pinpoint an accident location. Fields within your digital Accident Report can even be made Required, ensuring critical incident details are input prior to a form’s submission. Once an Accident Report has been completed, it can be automatically routed to back-office teams and supervisors, or Tagged with a driver’s name for rapid recall.
Daily Driver Log
While US commercial vehicle drivers are still required to keep a paper copy of the daily driver logs, digital Daily Driver Logs can help your team efficiently communicate drive details to back-office teams. Because digital forms can be instantly accessed once submitted, digital Daily Driver Logs can help improve communication and visibility into driver activities by eliminating manual form delivery. Daily Driver Logs can be easily routed to teammates and supervisors, uploaded to connected platforms, or used to update reports.
RMK Trucking case study
RMK Trucking needed a digital solution to their inefficient, paper-based documentation. Relying on paper forms to record and deliver freight delivery details, documents were often lost in transport – an expensive mistake. These handwritten forms also required administrators to rekey information into Quickbooks, taking upwards of three hours to complete.
Digitizing their forms with GoFormz, RMK Trucking can now access driver forms and submitted data in real-time. These digital forms are significantly more professional and eliminate opportunities for misplaced forms. Leveraging the GoFormz-Quickbooks integration, completed forms now trigger Quickbooks to assign estimates and invoices to corresponding customers. Once the assigned form has been completed, captured data is used to create Quickbooks line items. Read the full case study >
Ready to get started? Click here to sign up for a free trial of GoFormz or request a demo of the GoFormz mobile forms platform today!