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
© 20142015 GoFormz, All Rights Reserved. 3
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
© 20142015 GoFormz, All Rights Reserved. 4
Cost Savings Score: Medium
Time Savings Score: High
Data Improvement Score: High
© 20142015 GoFormz, All Rights Reserved. 5
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.
Cost Savings Score: High
Time Savings Score: High
Data Improvement Score: High
© 20142015 GoFormz, All Rights Reserved. 6
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.
Cost Savings Score: Medium
Time Savings Score: Medium
Data Improvement Score: Very High
© 20142015 GoFormz, All Rights Reserved. 7
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.
Cost Savings Score: High
Time Savings Score: High
Data Improvement Score: High
© 20142015 GoFormz, All Rights Reserved. 8
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.
Cost Savings Score: High
Time Savings Score: High
Data Improvement Score: Medium
© 20142015 GoFormz, All Rights Reserved. 9
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.
Cost Savings Score: Medium
Time Savings Score: High
Data Improvement Score: High
© 20142015 GoFormz, All Rights Reserved. 10
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.
Cost Savings Score: Medium
Time Savings Score: Very High
Data Improvement Score: Medium
© 20142015 GoFormz, All Rights Reserved. 11
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.
© 20142015 GoFormz, All Rights Reserved. 12
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
© 20142015 GoFormz, All Rights Reserved. 13
© 20142015 GoFormz, All Rights Reserved. 14
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!
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Thank You
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