[Video] Customer Story: Boland

We took a 40-minute process and cut it down to less than 10 minutes.
— Aileen Klippel, IT Project Manager, Boland

About Boland

Boland is the leading commercial provider of HVAC systems, services, and building energy solutions in the Washington DC metro area. Operating for over 60 years, Boland has been at the forefront of delivering sustainable and energy-efficient solutions for commercial, institutional, and industrial buildings.

Challenge

Boland needed to replace their outdated form application and sought out a solution that could seamlessly integrate with their Procore and Salesforce accounts, and operate on both Android and iOS devices.

Solution

Utilizing digital forms, Boland reduced their form collection by more than half, can now dispatch forms pre-filled with Salesforce data, and automatically updates records in real time.

Results

  • Achieves significant time savings

  • Dispatches forms pre-filled with Salesforce data

  • Eliminates manual data entry into Salesforce records

  • Simplifies form-filling experience for traveling technicians

Forms

  • Lead Form

  • Estimate Form

  • Work Authorization Form

  • Annual Inspection Form

Read Boland’s full customer story to learn more about utilizing the GoFormz platform.