Top 8 Mobile Forms Every Construction and Field …...This eBook highlights 8 essential mobile forms that every construction and field service company should be using instead of paper

8 MOBILE FORMSEVERY CONSTRUCTION & FIELDSERVICE COMPANY SHOULD HAVE

© 20142015 GoFormz, All Rights Reserved. 2

3. Introduction

4. RequestForTimeoff Form

5. Work Order Form

6. Job Proposal Form

7. Jobsite Inspection Form

8. Invoice Form

9. Employee Timesheet Form

10. Injury/Illness Report Form

11. Employee Evaluation Form

12. Conclusion


Every day, construction and field service businesses

use forms to capture and record employee,

administrative and jobsite data. In this era of

ubiquitous mobile devices and cloudbased solutions,

paper forms and their associated workflows are

markedly more cumbersome, inefficient and

vulnerable to human error than mobile forms.

This eBook highlights 8 essential mobile forms that

every construction and field service company should

be using instead of paper forms. Using mobile forms

reduces costs, saves time and provides more

accurate and better data than can be gathered from

paper versions. The forms discussed in this eBook

have been identified and scored based on these three

key benefits. For each mobile form, there is a

corresponding score, highlights of the key drivers of

switching from paper to digital, and a brief discourse

on how the form itself becomes more beneficial on a

mobile device than on paper.

Cost Savings Score: High

Having a Requestfortimeoff (aka

VacationRequest) mobile form

makes life so much easier for both

employers and employees. It will

prevent lost forms or breakdowns

in communication. Vacation

request snafus can result in

administrative headaches and

costly situations, like last minute

coverage requests, overtime

alternatives, and incorrectly

tracked vacation day payouts.

With a mobile form version of the

time off request form, an employee

simply fills out his/her time off

request and instantly submits it to

the company administration or

supervisor by pressing [Submit].

There is no need to hand a paper

form in, nor attach a scanned or

digital version in an email.

For administrators, having a mobile

time off request form means easy

organization and centralized data

access. All of the time off requests

are stored together and can be

accessed through easy reporting or

searches, and can be exported to

calendar systems. Additionally, the

mobile form captures important

details such as the exact time the

form was filled out, submitted and

approved. The supervisor can

quickly reply with an approval (or

decline) and the employee is

notified immediately. Avoid

unforeseen costs, improve data

tracking and organization, and save

tons of time.

Time Savings Score: High

Data Improvement Score: High


Cost Savings Score: Medium




Work orders are used by businesses to record important

customer and job details, requirements and associated costs

for labor, services and materials needed to complete the

work. Much of the information recorded in a work order is

used to calculate most, if not all, of the costs entailed in the

job. Use a mobile version of a work order form to automate

these calculations as you type them into your mobile device,

providing you with instant and accurate data every time.





Similar to the work order above, having a mobile job proposal form that

automatically calculates totals for you saves time and prevents errors with

tedious calculations. Another big benefit is that as soon as your customer

or client signs off on the form, it is instantly stored in a cloudbased

database. If at any point during the job there is a dispute or question

regarding the original agreement, you have instant access to the

document that was saved with the appropriate time stamp and original

information. The smart mobile form will show who proposed the job and

who signed off. This type of information can give both the business and

customer a peace of mind as the job begins.


Time Savings Score: Medium

Data Improvement Score: Very High


Typically, job inspection forms are used to record findings from a visual

examination of either a piece of equipment, vehicle or a jobsite as a

whole. Using a mobile form version organizes the findings in a centralized

framework, making it many times easier to collate and review them than

with a paperbased workflow. Additionally, why just rely on what is written

down to convey the results of a visual inspection when you can simply

just snap pictures with your mobile device? Augment your written

descriptions with a corresponding image.





An invoice mobile form makes an administrator’s life a lot

less stressful and a lot more organized. This document ties

together the original work order fil led out for a job, who the

work was done for, and a description of the work completed.

The mobile form has automated calculations and can include

a custom workflow that notifies you when an invoice has been

paid or if an issue with payment has occurred, saving you

both time and money.



Data Improvement Score: Medium


Tracking time for all employees in a business can mean a

mountain of paperwork and processing. Timesheets

on mobile forms make it a very simple and easy process for

both the employer and employee. The advanced calculations

built into the form automatically track total hours worked over

a period of time, including breaks. Employee signoff on the

form is a simple process that is recorded instantly and can be

automatically forwarded to a supervisor who can approve it.

With the supervisor's signature the form can then be

forwarded to payroll for processing. Overall workflow is made

more efficient, organization is improved, and less time is

spent fil l ing out and reviewing forms.





Workplace accidents happen and employees get sick. When

these unfortunate events occur it is best to be prepared to

document everything that happened as soon as possible. The

time of searching for a paper form in your files to record the

injury/illness is gone. With the mobile form, employee

injury/illness reports are instantly available on your mobile

device. Similar to the inspection form, including photos of an

incident can capture thorough and critical data. After you fill

out the necessary information and press [Complete], workflow

logic can automatically route the form to the appropriate

personnel, ensuring timely delivery and enforcing proper

procedures.


Time Savings Score: Very High

Data Improvement Score: Medium


Creating, conducting and filing employee evaluations can be onerous.

Instrumenting them as mobile forms streamlines the process across

these stages and ensures that the forms are securely stored and

archived. Creating the template is easy – just choose the performance

parameters that are being evaluated and the rest is an easy setup. Make

the form easy to fill out and streamline the process with a simple 15

rating scale and a notes section for each parameter. The mobile form

automatically calculates the employee’s total score. When it is approved

by the reviewer, it is automatically stored in a secure database. No need

to worry about filing any more paper, nor timewasting searches for old

evaluations.


Mobile versions of these everyday forms

save you time, reduce costs and improve

data quality and availability. If you are

interested in making the switch from

paper to mobile, check out GoFormz at

www.goformz.com

KEY BUSINESS DRIVERS OF SMART MOBILE FORMS

1. Save time and reduce human error

2. Instant, realtime data and reports

3. Capture new types of data (GPS, images, etc) in forms

4. Data is seamlessly shareable with other systems

5. Track and search not just the documents, but the actual data



GoFormz is the leading Mobile Forms solution. Used in

over 170 countries by more than 12,000 customers,

GoFormz helps you eliminate your paper forms and

modernize your business.

Capture data electronically with mobile forms that look exactly

like existing paper forms.

Store and access your forms and data in a cloudbased platform

or with partners like Box.

Include powerful dynamic form features like automated

calculations, prefilled fields, and dropdown list boxes.

Capture new types of information like GPS, images, signatures,

and more.

Complete your forms on any mobile or desktop device.

Monitor your operations and analyze your business with easy

touse online reports.

Use workflow and notifications to keep everyone informed and

ensure procedures are followed.

Integrate your data with your other business systems via our

API.

Companies that use GoFormz enjoy a more efficient way of fil l ing out

forms, managing and analyzing their form data, and collaborating with

customers and colleagues.

For more information go to goformz.com and sign up for a 14 Day Free

Trial. Request a demo today!

16

Thank You

www.goformz.com

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Top 8 Mobile Forms Every Construction and Field …...This eBook highlights 8 essential mobile forms that every construction and field service company should be using instead of paper