About Whetstone Valley Electric Co-Op

Whetstone Valley Electric Co-Op is a rural electric cooperative serving approximately 3500 consumers in northeast South Dakota. In addition to providing utility power to their members, they have a member services department that attends to miscellaneous needs such as electrician or heating services.

Challenge

Whetstone Valley Electric Co-Op struggled with keeping track of papers during the transfer of items between individuals. They required a solution that would allow them to eliminate the use of paper without changing their existing forms.

Solution

Utilizing Template Events and advanced functionalities such as Hidden Fields, Datasources, Barcode Scanning, and Conditional Logic, Whetstone Valley Electric Co-Op successfully optimized their internal communication processes, leading to notable improvements in their organization, collaboration, and data collection processes.

Results

• Uses Conditional Logic with Hidden Fields to trigger email Template Events, streamlining their collaboration, communication, and processing times

• Leverages Data Sources in Table fields to auto-populate material data, like pricing of assets, to streamline form-filling processes and ensure accurate, thorough data collection

• Utilizes Barcodes to scan water heaters that automatically populate a serial number and a form to fill out and complete

• Leverages the Location field to capture more accurate, thorough information on meter inspections

Forms

• Tools and Truck Inspection Sheet

• Commercial Lighting Application

• Job Briefing Form

• Estimate Report

• Job Report Form

• Meter Inspection Form

• Marathon Water Heater Form

• Warranty Claim Form

• Water Heater Registration

• Residential Heating Incentive Application

To read Whetstone Valley Electric Co-Op’s full customer story and learn more about utilizing the GoFormz platform, check out the entire customer success story by clicking the button below.