Top 10 Mobile Forms for HVAC
Empower your HVAC team to work more efficiently, accurately, and safely, with mobile forms.
Mobile forms can be completed from phones, tablets, and computers, providing a professional, intuitive means of data capture – anywhere, anytime (even offline!). Mobile forms pre-populated with information can even be dispatched to HVAC teams in the field, accelerating form completion, eliminating redundancies, and elevating data accuracy. Your mobile HVAC forms can even host new data types, like Images, GPS, digital Signatures, Sketches, Barcode data, and more.
Ready to level up your HVAC operation? Check out the top 10 HVAC mobile forms and jumpstart your digital transformation today:
Job Estimates
Provide customers with a highly professional, detailed breakdown of a prospective job’s associated costs, the general scope of work, and terms and conditions. With customizable Tables, organize line items of prospective labor and material costs, and even leverage Automatic Calculations to ensure totals are accurate. With digital Signature boxes, easily capture customer approvals.
Work Orders
Digitize your Work Orders to improve client-facing professionalism and data accuracy. Used to collect important customer information, job details, and associated costs for labor and materials required to complete a job, mobile HVAC forms allow teams to easily dispatch digital Work Orders pre-filled with project data to teams in the field. Leveraging GoFormz Workflows, PDF copies of completed forms can be automatically routed to customers, colleagues, and partners. With seamless integrations, these completed Work Orders can also be instantly uploaded to connected systems of record and Cloud applications.
Daily Safety Briefings
Ensure your team prioritizes safety and compliance activities with regular safety briefings. Easily capture attendee Signatures, route completed Safety Briefings to supervisors, and capture briefing locations. Easily input and annotate job site hazards (like flawed wiring, etc.) with Image fields. With real-time access to completed Safety Briefings, back-office teams can effortlessly increase job site transparency and bolster safety efforts.
Timesheets
Easily track employee hours and simplify payroll with digital Timesheets. Rather than waiting for remote HVAC teams to hand deliver their Timesheets (delaying payroll and introducing opportunities for human error), mobile forms can be easily completed and instantly accessed by payroll.
The Materials Log
Easily track materials and their associated costs with the digital Materials Log. Leverage Automatic Calculations to ensure totals are accurate. Completed Materials Logs are easily searchable within GoFormz and connected Cloud applications.
Inspection Forms
Easily capture inspection Images, add GPS locations, and note hazards, with the digital Inspection form. With mobile HVAC forms, enforce data capture rules and ensure critical inspection tasks are completed with embedded logic and Required fields. Once completed, easily route submitted Inspection forms to supervisors and back-office counterparts, in real-time.
The Field Service Report
HVAC mobile forms act as a front end to systems of record (like Salesforce, ServiceMax, Procore, Smartsheet, and more), Cloud storage apps (like Box, Dropbox, Egnyte, Google Workspace, and more), as well as a variety of other platforms. Using mobile forms for your HVAC Field Service Reports, project and service data can be easily uploaded to connected systems of record and databases, for real-time analysis and increased productivity insights.
Energy Assessments & Audits
Rapidly determine energy expenditures and provide customers with possible optimizations, via the digital Energy Audit. Use Automatic Calculations to expediently complete complicated totals, and instantly generate Job Proposals as a result of proposed optimizations.
Installation Checklists
Easily track the progress of HVAC installations with digital checklists. With mobile HVAC forms, rapidly review checklist tasks, and submit forms and data for real-time processing and review. Leverage Checkbox Groups to manage selection options. Use Automatic Tagging to rapidly organize completed Installation Checklists by project, technician, customer, and more.
The Invoice
Provide customers highly professional Invoices, detailing the final costs of labor, materials, and more. Instantly populate corresponding fields with customer and project data, based on Drop Down menu selections. Because digital Invoices are digitally routed upon completion, customers no longer need to wait on manual form delivery, expediting approvals and your billing cycles.
Looking for more ways mobile HVAC forms can improve your business? Check out our HVAC customer success stories to explore real user savings, collaboration improvements, and more.
