Top Fields and Features to Add to Your Digital Field Service Forms

Digitizing your digital forms for use on phones, tablets, and computers allows your team to work faster and more accurately, even while offline in remote areas

Digital forms present field service teams with countless opportunities to streamline their field-to-office workflows and accelerate critical daily processes (like job site inspections, customer communication, billing and payroll, and so much more).

With GoFormz, your digital field service forms can look exactly like your existing work forms, making it easy to onboard new users and maintain mandatory formatting. These digital field service forms are fully functional offline, making it easy for teams to work in remote areas without a consistent signal or access to WiFi. Once submitted, forms can be accessed in real-time from back-office locations and routed to supervisors or customers for their review – accelerating access to completed forms and project data. With faster access to completed forms and field data, your operation can act on new opportunities and address obstacles to productivity faster.

“With GoFormz we can take pictures on the spot, scan barcodes for serial numbers, fill in the issues, and send it to the department that needs to investigate the issue… within minutes.”

— Tony Tharp, a Senior Technical Support Technician, Vestas

Your digital forms can be easily equipped with a variety of fields to further elevate and streamline data capture. Explore the five fields and features below to learn how you can optimize your digital field service forms:

1. Maps and GPS data
   Digital field service forms make it easy to track your field team’s location and productivity. With a few simple ‘taps’ your field teams can add a Map of their location to their digital form. GPS coordinates can even be instantly populated when a user generates a new form – improving visibility into field team activities.

2. Image and Sketch fields
   Effortlessly enhance transparency into your operation’s various job sites and office locations with Image fields. Leveraging their device’s camera feature, users can easily capture and input Images of their job site location, equipment, and more. These Images can even be easily annotated using Sketch fields, allowing users to quickly highlight key details and hazards within a photo. Sketch fields can also be leveraged to annotate diagrams and images embedded within a form, making it easy to complete equipment inspections and more.

3. eSignature fields
   Electronic signature fields make it easy to collect approvals and authorizations. Signature fields can be easily made Required (or even dynamically Required based on input data or Group membership) ensuring important authorizations are captured before a form can be submitted. Signature fields can even be configured to instantly clear if further edits are made to a form after authorization, ensuring approval workflows and compliance measures are completed in the proper order.

4. Barcode Scanning
   Rather than rekey lengthy SKU numbers and other equipment details, your digital field service forms can host Barcode fields, allowing users to scan Barcodes and instantly populate corresponding information into relevant form fields. This drastically reduces opportunities for human error and accelerates the completion of forms.

5. Database fields
   Redundant data entry is not only a common waste of time for field service teams, but also frequently results in incorrect data entry that risks the integrity of your data collection. Database fields can be used to make selections and instantly populate corresponding fields with information from a Data Source. For example, a Drop Down menu selection could instantly populate a project’s location, a customer contact, and more.

ProTip: Leverage Automated Workflows to instantly route completed digital field service forms to teammates, subcontractors, clients, and even connected applications (like Procore, Salesforce, Google Drive, Box, BIM 360, and more!).

To learn more about how the GoFormz mobile forms platform can elevate your field service data capture and workflows, check out this blog post or explore our customer case studies.