Free Construction Estimate Form Templates and Examples

Free Construction Estimate Form Templates and Examples

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Construction estimate form templates are used as a way to approximate the cost of a project. Estimate templates are used in different ways and what’s included in the estimate will depend on the type of project. For example, general contractors and subcontractors have specific estimate templates they use for residential or commercial projects and construction firms have specific templates used in commercial and building projects. Estimates are also used in the bid process for selecting who is awarded the project business. 

At a very high level, estimates are created by construction companies to deliver to the client so that all parties can sign and agree to what the approximate cost could be.

Typically an invoice, bill, or quote would be used when giving the actual cost, whereas an estimate just accounts for what the expected cost would be given the scope of work. Of course, the estimate can not account for all of the hidden costs that arise – so the actual cost of the project is different from the estimate.

Getting an accurate estimate is critical for construction companies to set reasonable expectations and gain the confidence of the owner or customer. That’s why many companies are starting to leverage digital technologies to streamline the process for estimates.

Software platforms can provide digital forms that simplify the estimate process for everyone involved and provide free templates that can be used to get started. Continue reading to learn more about digital templates for estimates and how construction firms and contractors can benefit from modernizing their operations.

Estimates are used by construction companies and contractors for various purposes and at different stages of projects. While there are many types of estimates that exist, most estimates will include some basic information about the project.

Here are some of the common form fields that you might use on a construction estimate form template:

  • Basic project information. Examples include things like company name, client name and information, type of project, estimate number, and more.
  • Scope of work. Description of the work to be performed and setting expectations on what is included within the scope of work.
  • Cost estimates. Detailed line items for material costs, expected labor costs, additional fees or permits, and any other relevant details related to the expected project costs. 
  • Summarized cost. Total of materials, labor, and additional costs as a summarized view including taxes and the total project cost. Be sure to also factor in profit and overhead costs in your calculations.
  • Signatures. Estimates are designed to be signed by both the company representative and the client involved, so signatures are required to ensure an agreement has been reached on the estimate for the project.

Templates should provide a basic framework for what to include in the estimate, but ultimately they should be customizable to suit your specific project needs. Starting from a template can be useful to bring in standard calculations, but you will likely need to customize the template to fit your needs. 

There are many options for free construction estimate form templates available for Excel, Word, or Google Sheets. Although these options are free to use, there are many hidden costs and risks involved when using spreadsheets or word documents. Here are some things to consider:

When working with any of the free tools like excel spreadsheets, Google Sheets, or Word documents, there is a very real risk of human error. Research actually shows that almost 90% of all spreadsheets contain errors.

Using these free tools for construction or contractor estimates can lead to errors unknowingly ending up in the spreadsheet. For example, you may accidentally mistype the formula for calculating labor cost and not notice that the final calculation is wrong.

With a spreadsheet or document, there’s really no way to ensure that human error doesn’t happen and they can often be hard to find.

The hidden cost: When we’re talking about an estimate given to a client for work to be performed, there is no room for error. This can lead to an inaccurate estimate that takes away from your profit or cause frustration from the client that the initial estimate was inaccurate and now over budget.

The second common risk involved with excel spreadsheets, Google Sheets, or Word documents is the risk of lost work. This happens many times by accident when a computer crashes and the document isn’t saved, or similar cases where the data gets lost or deleted by mistake.

The hidden cost: Your business can’t afford to lose important documents. In case of an audit or dispute, you need the information to be readily available. Additionally, re-work is often needed when work is lost by accident, creating additional time spent by staff to re-create the lost paperwork.

One of the biggest challenges with using free tools like Excel or Word documents is the potential for version control issues. If you have multiple versions of the same document being used, it can be difficult to keep track of the latest version.

This becomes more of an issue when you have multiple people or subcontractors that need to collaborate on the same document. It becomes difficult to manage the different versions of each Excel file and make changes to the documents over time.

The hidden cost: Your business can’t afford to lose productivity when it comes to managing estimates and other forms of paperwork. While it may seem like a simple solution to use free tools like Excel and Word, they can also drain staff time by creating additional busy work to manage the documents and issues with multiple versions.

With all the risks and hidden costs associated with some of the free tools available for construction estimates, many companies are moving their operations to using construction apps and forms that are designed specifically for construction and contractor estimates.

These types of platforms provide estimate templates for construction firms and contractors to use. Instead of using a paper form or a word document to generate a PDF, companies are turning these into digital construction forms that can be completed from a computer, mobile device, or tablet.

Digitizing construction estimates can bring a number of benefits to an organization, including:

Secure Cloud Platform for Estimates. Using software and mobile forms for estimates can help contractors and construction firms create a secure and centralized platform for managing digital forms. Leverage templates and store estimates in the cloud so that your team can review and update them anytime, anywhere. This helps to limit risk, create accurate estimates, and streamline the process for everyone involved.

Automatic Calculations. You can automatically calculate materials and labor costs using software and forms for estimates. Contractor and construction estimates can be quite complex in terms of the different calculations involved. Pre-build the calculations and ensure that they are always accurate so that all you need to do is input fields and have the calculations performed by a computer program.

Digital Signatures. With digital signatures available for estimates, simplify the process for the client by giving them a digital PDF and digital signature field to complete from anywhere. Streamline the process even further by sending them a copy automatically via email to retain for their records.

Image Capture. For contractors, it can be helpful to provide an image as part of the estimate process. Software and mobile forms allow contractors to capture images and attach them to the estimate, clarifying the work to be performed and providing an additional level of detail within the estimate.

Reference Data. Auto-populate data like material costs and labor to reduce manual input time and eliminate errors. This data can be dynamically pulled from any database, ensuring that you have the most up-to-date information for estimating. Should costs change in the future due to inflation, this information can be pulled in automatically so estimates account for current prices and jobs are estimated accurately.

Modernizing your processes for estimates can simplify the process for staff and clients. This helps to ensure that estimates are accurate and profits are maximized by avoiding the common pitfalls that happen with free tools like Excel, Word Documents, or paper sheets. The next section covers free templates you can use to get started with GoCanvas for estimates.

GoCanvas is a mobile platform that makes it simple for businesses to automate how work is done, replacing outdated processes and expensive paperwork. The GoCanvas App works on smartphones and tablets, helping companies easily collect information across their organization, share it instantly with others, and gain real-time insight into their business. Construction firms and contractors rely on GoCanvas to streamline their processes for estimates, work orders, inspections, and much more. 

GoCanvas has many types of estimate templates for contractors and construction firms. Simply choose from one of the templates listed below or check out our application store for a full list of customizable templates you can use to get started for free. 

The basic estimate template provided by GoCanvas allows you to create a professional-looking estimate that includes labor, material, and equipment costs. No job is too big or too small. Provide transparent estimates that allow the customer to see the full breakdown of costs, including: hours of work and cost per hour; number of materials units and cost per unit; fixed costs; tax rates; and more.

basic estimate template example

Subcontractor Estimate template allows project managers, general contractors, and subcontractors to complete a paperless construction subcontractor estimate for subcontracted services, labor, and construction subcontractor work, using a smartphone or tablet to complete a competitive bid and construction proposal. The app also allows construction subcontractors to act as a material supplier and include construction industry materials in the construction proposal. 

subcontractor estimate template example

Start with this simple handyman job bid template, including job specifications and estimated costs, and email the estimate to the customer before leaving the site. Include all the required legalese to protect you and your company and collect everything you need right from your smartphone.

handyman estimate template

The General Building Contractors Estimate is a template that allows general contractors to produce estimates for construction projects right then and there on the job site. Enter specifications such as customer details, materials needed, labor hours, unit rates, and material costs, and the app will provide the total work estimate calculations for you.

general building contractors estimate template

Designed for any contractor or business that provides roof repair, this roofing contractors template makes it easy to estimate the cost of the service, which may include materials and labor costs, warranty information, and square footage of the area to be repaired. It’s easy to customize the Roofing Contractors Estimate templates to include the type of roof being serviced, which could be a flat roof, asphalt roof, shingle roof, or one made of slate or wood shake. You can also create fields that will affect the price, such as roof slope and pitch, or the extent of leak damage. Once all the information is entered, this app uses a calculator to provide a free estimate quote in a PDF format. This roof cost estimate may be emailed directly to the customer, who may use it in an insurance claim.

roofing estimate template

Painting companies can customize the estimate template form to include the square footage of the areas to be painted, a list of services to be performed by the painting contractors, estimated gallons of paint to be used, specialty materials needed, labor, and other details for the customer. The business can also add more specific details about the job as needed, including paint colors to be used and the number of coats to be applied.

painting estimate template

The Remodeling Subcontractor Estimate template allows project managers, general contractors and subcontractors to complete a paperless remodeling subcontractor estimate for subcontracted services, labor and remodeling subcontractor work, using a smartphone or tablet to complete a competitive bid and construction proposal.

remodeler estimate template

The Electrical Contractors Estimate template makes it easy to provide free estimates for electrical work while in the field. Use this form to process the client’s contact information, details about the materials required, labor rates, final costs, and additional information. This reporting app automatically calculates job costs for you, making it easy to determine the final estimate, get customer approval and begin work. Save time on each electrical services estimate, get to work faster and complete more jobs over time with this handy app for residential contractors, licensed electricians and electrical contracting companies.

electrical contractors estimate template

About GoCanvas

GoCanvas® is on a mission to simplify inspections and maximize compliance. Our intuitive platform takes care of the administrative tasks, freeing our customers to focus on what truly matters – safeguarding their people, protecting their equipment, and delivering exceptional quality to their customers. 

Since 2008, thousands of companies have chosen GoCanvas as their go-to partner for seamless field operations.

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Ultimate Guide to Safety Management Software for Construction

Ultimate Guide to Safety Management Software for Construction

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Construction firms rely on paper forms to complete many essential tasks on job sites. But anyone that’s had to fill out paperwork knows how inefficient, error-prone, and time-consuming the process can be for everyone involved. That’s why organizations are moving to construction jobsite management software and mobile forms to alleviate these concerns.

Going from paper to digital software and forms allows construction companies to:

  • Avoid losing paperwork. Paper sheets can get lost over time, creating additional risk for the business when information is misplaced or accidentally destroyed. Going digital keeps information secure in the cloud and available in real-time whenever it’s needed.
  • Limit human error. Paper sheets or spreadsheets can open companies up to human error with mispellings, deleted or missing information, and much more. Going digital allows companies to require what information is submitted, leading to better data quality and standardization.
  • Save time and money. Considering the direct and indirect costs to a business from paper usage, companies can save time and money by switching to digital forms and software. Automate processes, streamline workflows, and reduce the time everyone spends on busywork.

There is a very compelling business case for construction firms to embrace digitization with software and mobile forms. With the amount of paper and forms needed for safety management programs, there is a significant advantage for firms that can digitize their operations.

This article explains how safety management software works, with examples of the types of solutions utilized within a safety management program. Continue reading for our guide to the types of safety management software and forms that are available to construction firms today.

Construction firms use incident reports to formally document any accidents, events, or near-misses in the workplace.

Software and forms are designed to help companies capture information from the job site when incidents happen. The technology helps to document the incident and create a report detailing the events that occurred. This type of solution is used in situations like damage to company property, injuries, safety issues, misconduct, and other types of incident reporting. 

Going digital with incident reporting simplifies the process for everyone involved.

Templates can be customized with the exact information that needs to be collected on every incident report. Companies can create unique digital forms for the various types of workplace incidents that occur.

Software solutions are designed to significantly cut down the time it takes to create a report. Reports are typically generated automatically so they can be distributed in real-time via email to OSHA, management, and anyone else that needs the information.

Companies chose to use this type of software and forms for incident reporting to streamline workflows for employees and give greater visibility into operations for management.

Inspections happen during the entire lifecycle of construction projects to make sure that safety standards are being met. While paper forms can be used for inspections, there are many benefits to going digital with software and forms for inspections.

Most inspection software will allow companies to build checklists, conduct inspections, and file all reports from a mobile device or tablet on the job site. This helps to streamline the process for inspectors by giving them a standard set of criteria to look for in the inspection. All of the data for reporting is collected using required fields that ensure data is formatted correctly. 

Digital inspection software can also enable businesses to use a dispatching feature to send workers in the field to the correct locations. The entire inspection process can be recorded digitally, signed off on with digital signatures, and saved in the cloud to be accessed by whoever needs to see it. 

Software and forms for inspections give companies greater accountability and visibility into their operations, allowing management to spot trends and look for ways to improve their safety management programs in real-time.

Construction safety meetings are held regularly as group discussions that focus on one specific safety issue. Companies typically hold these meetings on a monthly, weekly, or daily basis.

Effective safety meetings can deliver significant and proven safety and cost benefits to an organization. Implementing safety meetings can help to decrease insurance rates, legal costs, employee turnover, damaged equipment, and medical costs.

Construction firms can use safety management software to formalize their safety meeting programs across job sites.

With software for safety meetings, your team can complete safety documentation from any mobile phone or tablet. Using required attendance logs, you can collect the names and IDs of every employee at each worksite to ensure they are present for the latest safety information. 

Companies can also capture details related to the job site location, project manager, as well as date and time stamps for every briefing. An integrated signature capture field means employees can verify their attendance and signatures can be collected from a foreman or any other safety representative who makes an onsite visit.

Using software and forms for safety meetings helps to ensure that compliance measures are met for every meeting and management teams get greater visibility into overall safety trends. 

Job Safety Analysis is a step-by-step procedure that splits each job into manageable training tasks, identifies the safety components in each task, and trains employees on how to avoid safety hazards.

Job safety analysis pinpoints specific areas that have potential safety risks and helps you keep your workers safe. It also helps your company become compliant with safety guidelines thus reducing your employee turnover and instilling trust in your customers. 

Software and forms for JSA are helpful for construction companies to cover safety procedures on job sites, including personal protective equipment, safety training, and machinery safety. The construction safety analysis can be customized to suit the unique needs of a company. 

Job safety analysis is another important component of safety programs and going digital can help to streamline the process across construction job sites.

For companies that manufacture, distribute, or import chemicals, safety data sheets are required to inform employees of the hazardous materials they are handling. 

As more companies invest in digitization, it means that companies are moving towards housing much of their critical information in secure, cloud-based platforms using software and mobile forms. 

When it comes to SDSs, OSHA indicates that safety data sheets can absolutely be stored as digital documents. OSHA just requires that these SDSs are easily accessible for all employees who need to understand the hazardous chemicals that are being used for their job site. 

Having these documents stored digitally and made available through a mobile application will help your team manage the documents and ensure that your workers know where to find the latest version of the SDS. 

In the rare case of a power outage or emergency situation, it makes sense to have a hard copy of your SDS available for workers. But otherwise in today’s digitally connected world, it’s going to make sense to have digital copies available for your SDSs that can be readily accessible in a secure mobile device on-site.

Data analytics is quickly becoming one of the greatest assets for improving productivity, ensuring safety and compliance, and tracking and reporting on key elements of business operations.

Another key component of a safety management solution using is the ability to have analytics and data insights available.

This type of software solution is helpful for providing meaningful insights in real-time. Instead of compiling information on paper forms and manually creating reports for analytics, companies are adopting this type of analytics solution as part of their technology stack.

Having this type of insight into the business helps inform decision-making for management and operations, giving unprecedented insights into where there are opportunities to improve.

GoCanvas is a mobile platform that makes it simple for businesses to automate how work is done, replacing outdated processes and expensive paperwork. The GoCanvas App works on smartphones and tablets, helping companies easily collect information across their organization, share it instantly with others, and gain real-time insight into their business. Construction firms rely on GoCanvas to increase productivity, promote workplace safety, and create a competitive advantage. You can learn more about all of our safety management software solutions and forms here on our website.

About GoCanvas

GoCanvas® is on a mission to simplify inspections and maximize compliance. Our intuitive platform takes care of the administrative tasks, freeing our customers to focus on what truly matters – safeguarding their people, protecting their equipment, and delivering exceptional quality to their customers. 

Since 2008, thousands of companies have chosen GoCanvas as their go-to partner for seamless field operations.

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Free Template for Roofing Certificate of Completion

Free Template for Roofing Certificate of Completion

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A certificate of completion is used in roof installations once a job has been completed. The certificate is an agreement between the contractor and the client that the work has been successfully completed. It creates a record that the client is completely satisfied with the roofing work done.

Using a certificate of completion is a best practice for roofing contracting businesses. It ensures that there is a documented agreement and the certificate is signed by both parties involved. In case a dispute arises, there is a clear record that the roofing work was completed and met the quality standards agreed to by the client.

Clients and homeowners also benefit from having a certificate of completion. This document can be submitted to insurance companies when processing claims and used in real estate transactions to certify work that has been performed on a property.

With a distributed workforce in the field and on job sites, it has become increasingly popular for contractors to use roofing apps for the certificate of completion. Paper forms can also be used to document a certificate of completion, however paper forms are not the most reliable for businesses. Some of the common pitfalls with paper forms include:

  • Incomplete or illegible data
  • Lost or misplaced documents
  • Inefficient workflows that require manual work

Instead of using paper forms, digital certificates of completion can be created using mobile apps and forms that streamline the process for everyone involved. While paper forms are prone to issues, digital certificates can be backed up in the cloud to ensure that they are always accessible for roofing contractors and their clients.

Mobile forms and apps are making it easier for roofing businesses to manage their processes for certificates of completion. Here are some of the top features of mobile forms and apps that help to make the process as easy as possible:

  • Mobile forms. With workers that are located across job sites and different geographic locations, mobile forms and apps ensure that workers can submit data from the convenience of their mobile phones.
  • Standard data. Templates can be created to ensure that data collected from the field is consistent, accurate, and complete. Required form fields ensure that data isn’t missing or left off by mistake.
  • Digital experience. Streamline the process and modernize how data is collected by using simple forms that make it easy to collect digital signatures, generate PDF reports, and automatically send the documents to anyone else that needs them.
  • Integrated ecosystem. Mobile apps are also designed to help contractors with many operational tasks, including work orders, inspections, contracts, and much more. Integrate mobile technology with the other cloud services your business uses today to create a modern and connected digital experience.

GoCanvas provides an app for contractors to document the successful completion of roofing for a building. This mobile form can be used as a template with many of the fields needed for documenting work completed in roofing repairs. One of the advantages of using the GoCanvas platform is that all of our templates are easy to customize to fit the exact needs of any roofing business. Using our no-code platform, anyone can customize the mobile forms and apps without needing advanced technical knowledge or help from an IT resource. Simply drag and drop to customize our roofing apps to suit your business needs. Organizations have found that going digital instead of paper forms has saved their staff time, created a better customer experience, and created a competitive advantage for the business. 

roofing certificate of completion example

Here’s what you can expect to find with the GoCanvas app:

  • Roofing installation and repair app capture all the most important details of completed roof replacements, general roof repair jobs, and installation of roofing solutions.
  • Simply enter the details of the residential and commercial roofing company job into the roofing completion form app, including roofing materials used, roof inspections, and more. Use the electronic signature capture feature to get customer approval.
  • Once the roofing installation and repair template has been completed, the commercial roofing app automatically saves the data in an electronic format for your records.

About GoCanvas

GoCanvas® is on a mission to simplify inspections and maximize compliance. Our intuitive platform takes care of the administrative tasks, freeing our customers to focus on what truly matters – safeguarding their people, protecting their equipment, and delivering exceptional quality to their customers. 

Since 2008, thousands of companies have chosen GoCanvas as their go-to partner for seamless field operations.

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What Is Near Miss Reporting?

What Is Near Miss Reporting?

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It’s impossible to stress how important workplace safety is for a successful business. Proper safety protocols and procedures not only protect your valuable team and assets but prevent costly disruptions to efficiency and production. Even the safest workplaces have incidents and accidents, though. Routine reporting of any accidents to analyze risk and safety procedures is an essential step in tackling issues and refining policies to provide a safer workplace.

Though “near miss” incidents –incidents where no one harm was done but potentially could’ve been– reveal the same vulnerabilities in safety procedure, they are often neglected in reporting. Below, we’ll discuss the advantages of diligently reporting near misses, and the advantages an organization can gain by taking all incidents seriously while developing its safety ecosystem.

What is a near miss report?

OSHA defines a near miss incident as a close call in which a worker might have been hurt if the circumstances had been slightly different. Beyond the scope of the OSHA definition, many organizations also include potential harm to valuable equipment or infrastructure as near miss incidents. Near miss reports should be filed with the same diligence as every other incident, as they still shed light on vulnerabilities in safety protocols.

Near miss incidents are often reported through the same means for normal incident reports. An organization should account for these reports and be able to accept both while still being able to differentiate between the two. If your company is using a comprehensive safety management solution, users are able to quickly and anonymously submit reports of either near miss, or typical incidents from a mobile app.

Near miss reports should be taken seriously, and they should be treated with the same importance as harmful incident reports. Near miss incidents not only can shake up workers’ morale when they see vulnerabilities in safety protocols first-hand, but they can shed valuable light on problems allowing them to be rectified before serious harm occurs. Organizations that have a healthy reporting system for near miss reports will not only suffer less costly incidents but increase morale by proving to workers that safety is important if proper attention is applied to reports.

Organizations can’t afford to neglect near miss reporting. Near misses can easily be early warning signs of problems to come and represent vulnerabilities in safety that can’t be overlooked. Incorporating reporting for near miss incidents into safety and operations planning can have many advantages that can be leveraged by organizations to increase safety and efficiency overall.

Near miss reporting can be important warnings of more serious issues. Paying the same attention to investigating near miss incidents as you would a serious injury can yield valuable insights into safety issues without the monetary cost of serious injury or incident.

OSHA outlines the importance of root cause analysis during incident investigation in a 2016 fact sheet, saying “By conducting a root cause analysis and addressing root causes, an employer may be able to substantially or completely prevent the same or similar incident from recurring. Conducting the same root cause analysis on near miss incidents informs your safety policy, potentially preventing harmful incidents before they occur.

Near miss reporting is often described as a free lesson because it enables companies to proactively resolve hazards before a tragic or costly incident occurs. When a worker discovers a potentially dangerous situation, completing a near miss report means the risk can be resolved before it causes harm to their teammates.

When your crew knows that their safety is a priority within your business, morale inevitably goes up. Providing your workers with the resources and training to identify and report near misses helps them know that their well-being is an important aspect of daily operations. This encourages them to be more safety-minded in all their duties and can increase compliance and reporting across your entire organization. Safety culture develops from example. As your employees see that safety is an organizationally fundamental value for your company, it will become a culturally important value to them.

It is vitally important to train your crew on what defines a near miss, why it is important to report such hazards, and to lay out a clear reporting process. Many organizations streamline the reporting process with safety management software that includes established checklists and forms for near miss reports. Using a digital solution gives workers the opportunity for anonymous reporting and improves efficiency and mistakes by limiting paperwork.

If cultivating a culture of safety within your organization starts with training and example, it ends with trust. The goal of near miss reports is to keep your workers safe and get them looking out for possible risks. Positive safety culture comes when your team trusts that you are looking out for their best interest, but if your investigations are focused on blame rather than root cause analysis and risk mitigation, your safety culture can quickly begin to feel like a witch hunt to your employees. This discourages their participation in safety reporting and procedures and disengages them as a whole from safety culture.

As near miss incidents have no damage or accident, they are an excellent opportunity to show your team that reporting is about focusing on their safety in the future, not about assigning blame and punishing mistakes. This promotes a culture where employees feel comfortable reporting incidents and safety shortcomings, which promotes a safer and more efficient business.

Safety managers can use data from near miss reporting to improve training programs, develop safer work processes, educate personnel at daily safety meetings, and fix any faulty equipment that could lead to an accident. Prevention is the core of safety, and proactive safety programs can be developed from compiling near miss data, giving employers the opportunity to resolve systemic risks and provide their crew with the latest safety measures on a daily basis.

Workplace safety is impossible without sufficient training to inform workers of possible risks and how to safely manage tasks. Near miss reporting gives important data about possible incidents and accidents, allowing the development of more comprehensive training to prevent issues in the future.

Without adequate near miss reporting, systemic safety issues don’t become obvious until costly accidents already occur. Near miss reports give an organization the opportunity to address close calls as warning signs to refine their procedures going forward.

Maintaining, investigating, and acting on reports for near miss incidents can ensure compliance with various human resources and safety regulations. While regulatory requirements will vary greatly depending on location, more transparency and a documented history of an effort to improve safety will always be of benefit to compliance.

More data potentially could shield you from liabilities in the future. History of acting to rectify safety issues revealed by near miss incidents can be a strong refutation of future negligence suits or fines. Transparency is important in communication with investors as well and proving that you have a track record of promoting safety as an organization is promising for them to see.

Safe workers are much more likely to be happy workers in the long run. If no action was taken on a near miss incident, workers will be more worried and timid, and may actually find temporary solutions to the problem that are even less safe. If near miss incidents aren’t taken seriously or even accepted at all, it can make workers feel like their employer does not care about their safety. This can destroy morale and make productivity and profitability suffer.  Worst, it puts the people who make your organization run at risk. Employers have a responsibility to protect their employees. Employees are happier, more engaged, and more productive when they see this duty being met.

A safety management program that neglects near miss reports is missing one of its biggest assets to develop sustainable solutions. Such a system will never reach its potential in preventative safety. Near miss incident reporting is absolutely required to see problems before they arise to better craft safety procedures that avoid those issues in the future.

Near miss incident reports can also serve to engage employees in safety programs. This personnel is your first line of defense against risks, and they should know it. Communicating to your team that they can help manage risk with reporting of near miss incidents along with showing them that the organization will act to improve safety based on those reports will help build a culture of safety that can vastly improve the effectiveness of a safety management program.

Streamlining a safety management program to accommodate near miss reporting can be easily accomplished with safety management software. These solutions offer standardization of documentation and convenient reporting for all types of incidents. The increased accessibility of remote access and mobile compatibility not only make personnel more likely to document incidents but also make it more efficient to process and compile data from reports.

GoCanvas offers comprehensive security management software solutions that can give you the tools you need to increase safety and efficiency. Incident reports can be entered remotely and fielded immediately, cutting out any time-consuming red tape, so you can react to risks more quickly, more efficiently, and more effectively. Click here to see how safety management software can help you today.

About GoCanvas

GoCanvas® is on a mission to simplify inspections and maximize compliance. Our intuitive platform takes care of the administrative tasks, freeing our customers to focus on what truly matters – safeguarding their people, protecting their equipment, and delivering exceptional quality to their customers. 

Since 2008, thousands of companies have chosen GoCanvas as their go-to partner for seamless field operations.

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Free Construction Change Order Forms and Templates

Free Construction Change Order Forms and Templates

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Change order forms are used in the construction industry when changes to the contract are required. Change orders happen when a client or contractor decides that changes are needed to the initial agreement. This could be to add time and material costs or other similar changes to the overall scope of work. 

Change orders happen on almost every construction project to account for additional work that is needed along the way. This article summarizes the purpose of construction change order forms and provides several free templates that can be used by contractors for different types of change orders in construction.

Companies do their best to avoid change orders, but there are many circumstances in which change orders become necessary in a construction project. Some common reasons include:

  • Ambiguities in the original contract or design drawings
  • Unforeseen circumstances that could not have been known
  • Challenges with materials or supply chain issues
  • Poor project management 

Regardless of the reason to initiate a change order, it’s important that all parties involved have clear documentation included in the construction change order form.

The construction change order form will be different depending on the company and project needs. Here are some of the basic types of information included in many scenarios:

  • Project-specific details. All of the basic information needed to know about the project.
  • Changes to be made. Detailed changes to the scope of work and any justification for the changes to be made.
  • Updated timeline and pricing. Change orders usually cause changes to the initial pricing and timeline, so clearly documenting expectations is needed in the change order.
  • Line for signatures. Most change orders will require signatures as proof that both parties agreed to the updated agreements.

While most of this can be captured using paper forms, there are some clear benefits to managing the process with digital forms and apps for change orders.

Changes to the scope of work can cause delays and overruns on budget, so it’s important to have clear documentation for record-keeping. Should litigation arise, it’s important to have these documents available.

Instead of using paper forms or one-off Word documents or PDF documents, companies are starting to leverage mobile app platforms to provide secure, digital forms for change orders. This benefits construction firms and clients in a number of ways:

  • Increased efficiency. Instead of employees traveling between the office and job location to submit paperwork, all of this can be managed digitally. With construction change order forms managed through a mobile device or tablet, changes can be made from anywhere and digital signatures can all be collected through one platform.
  • Increased visibility in the field. Digital construction change order forms allow you to instantly transfer in-progress change orders from one person to another to review, approve, or reject then sync to the cloud for easy access. PDF copies and reports can be generated in real-time and shared with the appropriate parties via email or notification. 
  • Avoid expensive storage volume, costs, and searchability. Store all of your completed change orders in the cloud for easy access from anywhere, anytime. 
  • Avoid damaged or lost paperwork. Electronic submissions eliminate the risk of damaged and lost paperwork. Access your data anytime from anywhere from a mobile device. Solutions for digital forms can prevent data loss and avoid version control issues that create confusion.

GoCanvas is a mobile platform that makes it simple for businesses to automate how work is done, replacing outdated processes and expensive paperwork. The GoCanvas App works on smartphones and tablets, helping companies easily collect information across their organization, share it instantly with others, and gain real-time insight into their business. Construction firms and contractors rely on GoCanvas to increase productivity, streamline business operations, and create a competitive advantage.  

Below you will find some of our most popular templates that can be used for digital change order forms for construction firms and contractors. You can get started for free using our templates and customize them to fit you specific business requirements.

Change orders happen on almost every construction project to account for additional work that is needed along the way.  Whether you have small changes to the construction project’s estimated costs or need to scope out the overhead costs for more substantial work, this construction change order form template can quickly generate the form for you. 

change order form template

 

The subcontractor change order form is similar to the basic change order that tracks the running changes to the project. However, this template is designed to be used solely between a contractor and subcontractor. This template can be used when there is a change to a subcontract purchase order that would require a change to the scope of work and updated documents.

subcontractor change order template

When extra work is needed on a construction project, the general contractor or construction manager can create a change order form using this time and materials change order form. Change orders are often done on a time and materials (T&M) basis, even if the original contract is fixed-fee. It’s faster and easier than calculating all the materials and their cost, estimating the labor, then adding overhead and profit. 

time and materials change order template

As a general contractor in construction management, this construction change order log will help you save time, work, and money on every owner-contractor agreement. When everyone has access to the same construction documents, you can avoid breach of contract terms, contract disputes, and construction disputes so you can keep the project on schedule.

change order log template

The electrical contractors change order is designed to prevent work delays on electrical projects. Efficiently process change requests from your smartphone or tablet. Perfect for use by project managers or general contractors who need to manage change orders for their electrical sub-contractors.

electrical contractors changer order template

GoCanvas has hundreds of pre-built forms with a variety of features to fit all of your business needs. Discover more construction change order forms that are available in our Application Store.

About GoCanvas

GoCanvas® is on a mission to simplify inspections and maximize compliance. Our intuitive platform takes care of the administrative tasks, freeing our customers to focus on what truly matters – safeguarding their people, protecting their equipment, and delivering exceptional quality to their customers. 

Since 2008, thousands of companies have chosen GoCanvas as their go-to partner for seamless field operations.

Check out even more resources

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What You Need to Know About OSHA Compliance

What You Need to Know About OSHA Compliance

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Worker safety has long been a priority among employers, workers, unions, and other stakeholders. However, the coronavirus pandemic has brought mainstream attention to this issue and shed light on a largely obscure agency known as OSHA. OSHA stands for the Occupational Safety and Health Administration and is an agency in the U.S. Department of Labor responsible for ensuring workplace safety. Established in 1971 as a provision of the federal Occupational Safety and Health Act (the OSH Act) a year earlier, OSHA sets workforce safety standards for private employers and the federal government and conducts training to help employers ensure OSHA compliance.

Despite its half-century history, OSHA’s standards and compliance requirements remain unfamiliar to many employers and even many human resources professionals. Yet noncompliance can not only result in stiff penalties, but compromise worker safety, damage corporate reputations, and elicit expensive litigation.

Broadly, the OSH Act requires certain employers to provide a safe workplace to workers under the parameters of the law and OSHA standards and regulations. Section 5 of the act includes a “general duty clause,” which holds that covered employers must not only provide a safe workplace but must keep abreast with the best safety practices for their industry and establishment. Further, employers must provide personal protective equipment when workers are expected to work in unsafe conditions.

OSHA may act under the general duty clause when covered employers know that a correctable hazard exists of which an employer is aware (or should be aware) and which could cause serious harm or death. To ensure employers are aware of what conditions may constitute a correctable and dangerous hazard, OSHA has established many general and industry-specific safety rules and regulations by which employers must abide.

Covered employers must remediate workplace safety deficiencies while continuously working to mitigate new and emerging workplace risks. As per the OSHA website, employers must:

  • “Develop and implement a written hazard communication program and train employees on the hazards they are exposed to and proper precautions.”
  • “Provide safety training in a language, and vocabulary workers can understand.”
  • “Use color codes, posters, labels or signs to warn employees of potential hazards.”
  • “Post, at a prominent location within the workplace, the OSHA poster informing employees of their rights and responsibilities.”
  • “Establish or update operating procedures and communicate them so that employees follow safety and health requirements.”

Section 8 grants OSHA the authority to perform health and safety inspections at any covered employer’s worksite. If a worksite is found to violate OSHA’s health and safety standards, the employer must remediate the violation and may be subject to penalties. Furthermore, the employer must post any OSHA citations where the violation occurred until it has been remediated, or for three working days, whichever is longer.

Section 8 of the OSH Act further establishes a covered employer’s legal reporting responsibilities, mandating employers to keep illness and injury records stemming from incidents that have occurred on-site or as a result of work performed on-site. Employers are further obligated to provide access to employee medical records and injury logs open request. They must also report workplace fatalities or worksite incidents that result in three or more hospitalizations to OSHA within eight hours.

OSHA inspections may be programmed or unprogrammed. Programmed inspections involve randomly selecting several employers to audit within an industry to ensure that their worksites are in compliance. Unprogrammed inspections are typically initiated through employee outreach to the agency. Workers whose employers are covered by the OSH Act may seek an OSHA inspection themselves and participate in any subsequent investigation. (Employers may not retaliate against any worker for exercising these rights as per Section 11(c) of the OSH Act).

OSHA inspectors (or compliance officers) typically perform a good deal of due diligence before coming on site. They usually do not provide advance notice of their inspections, with certain limited exceptions. But when an OSHA inspector does arrive, they will first share with the employer the reason for their arrival during a pre-inspection opening conference.

The inspector will conduct a physical walk-through of the premises, allowing one employer representative to accompany them. The inspector will also review all employee safety notices and training materials, as well as illness and injury records. After these reviews, the OSHA inspector will meet with the employer’s representatives to discuss the inspector’s findings and any necessary corrective measures that must be taken.

If a worksite is found to be out of compliance with OSHA standards, the agency will issue citations and fines. An OSHA citation must be made within six months of the violation’s observed occurrence and will include:

  • The nature of the violation
  • The severity of the violation
  • Penalties for the violation
  • A deadline for corrective action

However, if an inspection has resulted in proposed citations and fines, employers do have the opportunity to meet with the OSHA Area Director for their region. The agency leverages penalties to ensure OSHA compliance more so than for punitive reasons. So if employers without extensive histories of violations are making good faith efforts to remediate safety issues, some leeway concerning penalties and remediation timeframes may be found during such a meeting.

Employers may also appeal any penalties within 15 days of receipt of the violations. Appeals are reviewed by the Occupational Safety and Health Review Commission for a final judgment.

OSHA encourages all employers, covered or not, to develop their own workplace safety and health plan that minimally complies with OSHA standards and any relevant state or local-level workplace safety laws or ordinances. Doing so can help covered employers keep workers safe and avoid OSHA violations, penalties, and expensive remediation costs.

Through its national network of OSHA Training Institute Education Centers, the agency also conducts training on various workplace safety issues so that employers can learn how to comply with new OSHA regulations, address emerging hazards, and strengthen their internal programs. Employers can and should take advantage of these training opportunities, as well as participate in OSHA’s On-Site Consultation Program. This program provides small and midsize businesses with free strategic safety advice from OSHA representatives, which can help them avoid accidents, high mediation costs, and OSHA violations at inspection.

An additional advantage of participating in the On-Site Consultation Program is that if an employer is found to have established an exemplary health and safety program, they may be eligible for SHARP certification. SHARP, which stands for Safety & Health Achievement Recognition Program, is a recognition that not only distinguishes an employer from their industry peers. SHARP-certified employers are exempt from being randomly inspected for a programmed inspection for two years.

However, it is important to note that SHARP-certified employers must remain in compliance with all applicable safety standards during their certification period. Employers may still face unprogrammed inspections if an employee reports one or more hazards and reaches out to the agency to request an OSHA inspection.

Employers and employees often believe that OSHA provides additional certification. It does not. However, workers who complete basic worker safety training in specific industries provided by OSHA-authorized trainers may receive an OSHA card certifying completion. These trainings include:

  • Construction (10 or 30 hours)
  • General Industry (10 or 30 hours)
  • Maritime (10 or 30 hours)
  • Disaster Site (15 hours)

Employers who provide their employees access to this training may benefit from a workforce more dedicated to safe practices, identifying and remediating hazards, and lower injury and illness rates.

OSHA’S website also offers training materials covering everything from best practices to training. There’s even a “Safety Pays” program online that can help employers assess the cost savings they will realize by implementing best practices in worker safety at their facilities.

Employers and HR staff should thoroughly review these materials, especially the recordkeeping and reporting requirements, as failing to keep complete records is a frequent source of OSHA violations. The website features the required forms and instructions available for download. However, employers who use these printed forms risk misplacement, illegible entries, or other similar issues garnering them an OSHA citation.

Rather than risking OSHA citations and fines by using paper forms, employers should rely on digitized versions of these forms that can be updated and stored electronically. GoCanvas specializes in creating these forms in use by various employers across industries. Our GoCanvas Safety package provides you with the safety forms and customization options you need to manage your reporting and compliance requirements in the field. Employees can securely record necessary safety information on mobile devices that you can access in real-time, as well as sort, share, and analyze.

With a graphics-rich dashboard, you’ll be able to easily identify potential hazards before they result in an injury, illness, or OSHA citation. And with robust customization options, you can tailor pre-built safety forms to your specific reporting needs or workflows. Or you can design your own entirely. By improving their reporting tools and processes, GoCanvas customers have reduced their risk by 18 percent. Don’t wait until an OSHA inspector shows up in your parking lot to strengthen your recordkeeping and reporting requirements. 

About GoCanvas

GoCanvas® is on a mission to simplify inspections and maximize compliance. Our intuitive platform takes care of the administrative tasks, freeing our customers to focus on what truly matters – safeguarding their people, protecting their equipment, and delivering exceptional quality to their customers. 

Since 2008, thousands of companies have chosen GoCanvas as their go-to partner for seamless field operations.

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Getting Started with Land Survey Apps

Getting Started with Land Survey Apps

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Land surveyors are tasked on job sites with making precise measurements to determine the physical property boundaries. They provide all of the relevant data needed to understand the shape and contour of the Earth’s surface for engineering, mapmaking, and construction projects, according to the Department of Labor.

While much of a land surveyor’s work is recorded using specific instruments designed for the job, there are also mobile apps that can be used for land surveying. These apps are designed to help with collecting and consolidating information in the field during the land survey and used for reporting purposes. Mobile apps available on iPhone, Android, and other mobile devices in the field can be used to capture data and automatically generate the report to save time for land surveyors.

Using a mobile app for land surveys is designed to eliminate the use of paper sheets for recording information in the field. Instead of paper sheets, data is recording into a mobile app specifically for the land survey process and stored securely in the cloud. Digitizing information is beneficial for businesses in several ways:

  • Ensure Accuracy.Using a mobile app for land surveys ensures that the data collected on site is recorded in real-time, for the most accurate recollection of details on site.
  • Create Standardization. Companies also benefit from having standadized templates and required fields on mobile forms help to ensure that all of the required information is collected properly.
  • Increase Efficiency. Instead of spending hours manually creating a report after the site survey, mobile apps are designed to automatically generate a formatted report to save time and effort for employees.
  • Scale Operations. For complex organizations with large field operations, software and mobile apps can help scale processes and ensure consistency across different sites and teams.
  • Avoid Risk. While paper sheets can be misplaced or destroyed by mistake, digital records that are automatically backed up in the cloud will ensure that documentation is always available when it’s needed.

There are several key things to look for when implementing mobile forms and apps used by land surveyors. 

At a very basic level, land survey apps will be designed for field data capture and report generation. This allows the land surveyor to capture information in the field and record it on the mobile device, so that a PDF report can be generated when all of the data is collected. Once a report has been generated, mobile apps can be designed to send a report via email to the appropriate parties.

Most mobile app providers will give companies the ability to start from a template for a land survey and other similar jobs on site. Templates are often used as a starting point and companies will customize the templates based on the specific type of survey.

For example, a mine surveyor would have a different template than a construction site surveyor, with different fields being captured based on the specific use case. 

When selecting a mobile app for land surveying, ease-of-use for non-technical users is an important feature to look for. No-code or low-code platforms allow you to deploy apps for field workers, without any help from IT or advanced technical knowledge. This allows any business type to implement the technology and use a drag-and-drop editor for mobile app development.

 

When comparing apps for land surveys, there are a number of features that would be useful for capturing data in the field. This includes things like:

  • Signature Capture. Allows individuals to sign off and officially sign documents directly from the field and sent to any other required parties.
  • Image Capture. Using native functionality of mobile devices allows users to collect images to be included in the land survey.
  • Offline Capabilities. With remote job sites that do not have access to internet, mobile apps can allow you to digitally collect data and then have it be saved offline and synced to the cloud when an internet connection is available again.
  • Reference Data. Integrate other data sources into the mobile app to streamline the forms with any relevant information that can be pre-populated to simplify data collection.
  • Dispatch. Manage the process online to schedule and dispatch the right worker to perform the land survey.
  • GPS Monitoring. Leverage GPS functionality of a mobile device to have a digital record of the physical location of the job site where work was performed.
  • Integrations and APIs. Sync any information seamlessly between the apps in the field and other cloud-based platforms your business uses.

Get started for free with GoCanvas using our land survey app available on iPhone and Android mobile devices. This template can be used for many different types of land surveys and gives businesses the flexibility to customize the app to fit their specific need. Construction firms and land surveyors find that by using GoCanvas for field data collection and reporting, they’re able to save time and money by digitizing these processes in a mobile app platform.

About GoCanvas

GoCanvas® is on a mission to simplify inspections and maximize compliance. Our intuitive platform takes care of the administrative tasks, freeing our customers to focus on what truly matters – safeguarding their people, protecting their equipment, and delivering exceptional quality to their customers. 

Since 2008, thousands of companies have chosen GoCanvas as their go-to partner for seamless field operations.

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What Is a Timesheet?

What Is a Timesheet?

A timesheet is a data table that allows you to report the time worked on a job. Instead of using a simple punch card to clock in and clock out, companies will use timesheets for tracking time and related information about the job. Paper or excel spreadsheets are simple methods for time tracking, but many companies prefer to instead use digital technology like mobile apps and software for timesheets.

Much of what’s included on a timesheet is up to the company’s unique needs, so the ability for customization is important when choosing a tool. For example, some organizations may need their employees to fill out timesheets at a determined frequency — like a monthly timesheet, a bi-weekly or weekly timesheet, or a daily timesheet. Companies may also need more detail than a simple time-in/time-out line, so the digital timesheet can be customized to include more detailed information about the particular job site or client information.

There are definitely some pros and cons when it comes to choosing a tool for timesheets.

Paper timesheets and excel files are basic tools that are simple and not very expensive upfront. The downside with these options is that there tend to be costs in the long-term due to inaccuracies with work hours and inefficiencies for processing the data. 

Inaccuracies can happen when an excel file or document is modified or changed by mistake, due to a human error. It’s possible that employees can delete or corrupt data that creates additional work later on trying to reconcile these issues. For processing the information, paper sheets or excel sheets can create additional work that is often manual and time-consuming. For example, an accounting team may be required to spend additional work processing payroll because the data lives in a spreadsheet on someone’s computer or on a paper sheet that needs to be digitized manually.

To avoid these issues, companies have found that mobile apps and software for timesheets are a better alternative. Timesheet software and apps allow employees to fill in their time and any additional information into a digital form.

Digital timesheets are very useful when employees need to use a timesheet in the field. Simply using a mobile application on a phone, employees can digitize the information and set the company up for success. While there may be a small cost involved with mobile apps and software, companies have found that the efficiency, accuracy, and insights gained are able to offset any of the upfront investment. No matter the size of your organization, there are many great reasons to move your business over from paper or excel sheets, into a more reliable business application that is specifically designed to improve the timesheet processes for your operations.

Timesheets are necessary because they create a record of the time that team members or employees spent working. 

Companies can also use timesheets for more advanced purposes. For example, project managers may want to use timesheets to understand if projects are progressing on time and budget. Another example is lawyers or professional services teams that need to record their billable hours and detailed information about services rendered to the client. Timesheets are necessary for keeping an accurate record of this information, both for invoicing purposes and documentation. 

Many companies also find that timesheets give them greater insight into the work being performed. By understanding how employees, freelancers, and contractors use their time, companies can execute business processes and personnel changes to improve efficiency and revenue. Having this information stored digitally helps to enable companies to easily report on the information that is collected. 

A question that comes up regularly is whether or not exempt employees who are salaried need to fill out timesheets. 

For employees who do not get paid on an hourly basis, timesheets can still be valuable tools. A daily timesheet can help these types of employees understand how they are using their time and help determine an effective hourly rate. Knowing the effort required to perform work can help determine fair salaries, award additional time off, and determine appropriate pricing for any services those employees provide.

Another benefit to exempt, salaried employees filling out timesheets is for human resources and record-keeping purposes. A timesheet creates a valuable record for noting when a worker is present and when they are using PTO or sick leave. 

Timesheet software and timesheet mobile apps can help organizations of all sizes and with multiple employees or worker types. Here are some of the key benefits of these technologies:

  • Real-time tracking: An advanced feature with apps is that they can utilize GPS data, worker activity, and more to automatically maintain a record of time. 
  • Field data-collection: Timesheet apps are available on iOS or Android devices, so employees can submit information in the field with ease. 
  • Consistent and trusted information: Apps are designed to standardize how the data is collected, helping to avoid human error and mistakes that are common with paper sheets or excel.
  • Streamlined business processes: Staff members save valuable time when the information is digitized and the data can be used to automate other related tasks or workflows. For example, apps can be integrated with payroll software or HR software to streamline how your teams work.

Timesheet apps and software are simple but very effective for tracking time and any related information to the job. Paper forms and spreadsheets may be a simple option to start, but ultimately these tools will lead to data issues later on that are not ideal for your business. Consider switching to a mobile app for time tracking to eliminate these issues and to gain the operational efficiencies that help your business work smarter.

About GoCanvas

GoCanvas® is on a mission to simplify inspections and maximize compliance. Our intuitive platform takes care of the administrative tasks, freeing our customers to focus on what truly matters – safeguarding their people, protecting their equipment, and delivering exceptional quality to their customers. 

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6 Benefits of Inspection Apps for Business

6 Benefits of Inspection Apps for Business

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Many companies are starting to use inspection apps to streamline this process for employees that need to perform regular inspections as part of their job duties.

The typical inspection involves filling out a series of forms or checklists to record all of the relevant information. The next step in the process involves creating a report with all of the information compiled for distribution to anyone that needs it.

There’s really a wide range of use cases for these apps, including:

  • Real estate transactions
  • Safety inspections
  • Building inspections
  • Machinery or equipment inspections
  • Vehicle inspections
  • And much more

Historically, companies used paper forms as the primary mode of collecting data, but more firms are beginning to move away from paper-based processes. Companies are now switching to digital apps that can simplify the process for everyone involved and eliminate the headaches of using paper forms.

Bringing the process into the digital world is beneficial to organizations in a number of different ways. Here are some of the key benefits:

  • Business efficiencies: Inspectors are able to perform their jobs better and faster on mobile apps. They can collect photos and text notes that are recorded digitally and the reports can be generated automatically for them.
  • Standard data: One important factor is the ability to standardize how the data is collected, with reports that are consistent regardless of who performs the inspection.
  • Improved processes: Businesses need visibility into their operations in real-time. Technology today allows you to track issues in the field and have a quick turnaround time if another action needs to be taken, like scheduling further maintenance or repairs, for example.

There are many reasons to switch to a mobile app instead of using paper. Since apps are designed to be used on a mobile device or tablet, you get some advanced features with the technology that simply isn’t possible using paper.

Here are some of the features you gain when using an app for inspections:

Many inspections require that you document items with images. Since mobile devices have powerful cameras built-in, inspections performed using the app can streamline taking photos and adding them to the report. Images are captured in real-time and can be associated with specific inspection items. An added feature is the ability to annotate images and highlight any problem areas.

The ability to do work offline is an important feature for many business types. There are many people that need to perform inspections in areas that do not have an internet connection (such as a rural area or a basement). Inspection apps can collect and store the data while offline while you are on site. Once you are able to access the internet again, the app will sync everything back up to the cloud.

The cloud-based technology of inspection apps is a benefit for businesses today. With data that is stored securely in the cloud, you can have peace of mind that your data is always backed up and easily accessible from anywhere.

Inspection software platforms should have a high level of IT security infrastructure built-in and should also have compliance for things like GDPR and HIPPA requirements.

Modern technology has come a long way to ensuring that your business can effectively operate online using tools that are readily available to businesses of all sizes.

The ability to report on data in near real-time is a big reason to switch to apps versus paper. Creating a report on paper often takes additional time and slows down getting that information into the hands of people that need it.

When you create an inspection using an app, it files the report automatically and submits the report to all of the required recipients without creating additional work. This saves time and effort for inspectors by allowing them to finish their work and simply press the submit button to generate a report.

Most inspection apps use templates as a starting point and you can customize the templates to be consistent with your company’s brand and unique needs.

Another built-in feature of a mobile device is your GPS functionality. This gives you the ability to verify the exact location of the property, equipment, vehicle, or item that’s undergoing inspection. 

Location tracking can be an added benefit for companies that really need to understand the precise location of something to do their jobs more efficiently.

Companies that want to automate their processes can also consider using location data in the field to streamline other tasks, like automatically generating work orders or other types of follow-up tasks that need to be performed.

With automation tools built into inspection apps, it’s all about working smarter and reducing the amount of manual work your teams need to do.

Using these tools, you can automatically generate any of the follow-up actions that need to be performed after an inspection occurs. Depending on your business, you might have different use cases for how this would work. Most often it involves integrating your different cloud tools and systems you have in place to communicate with one another.

You can also think of automation in the form of push notifications or email notifications that are designed to alert different people after the inspection occurs. In today’s digitally connected world, you should always look for applications that can help to automate tasks and streamline your workflows to save you valuable time.

Looking for a specific inspection template for your business? Make sure to check out our library of pre-built templates in the GoCanvas app store that can help you get started for free.

Our app builder requires no coding or advanced technical knowledge, which means you can build and customize your apps to fit your exact needs. Check out the GoCanvas website here for additional resources and templates for all of your inspection needs.

About GoCanvas

GoCanvas® is on a mission to simplify inspections and maximize compliance. Our intuitive platform takes care of the administrative tasks, freeing our customers to focus on what truly matters – safeguarding their people, protecting their equipment, and delivering exceptional quality to their customers. 

Since 2008, thousands of companies have chosen GoCanvas as their go-to partner for seamless field operations.

Check out even more resources

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7 Examples of Creating Forms & How to Craft Your Own

7 Examples of Creating Forms & How to Craft Your Own

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Creating forms to capture data is one of the most important components of business today. When you design a great form, your business is collecting data that then becomes an asset you can use for reports and analysis. 

But if you’ve ever experienced creating a form, you already know that how you structure the form will impact the data that’s collected. You want to be very thoughtful in how you design your forms, making it easy for people to respond, while also getting the required information in the correct format. 

This blog post will introduce you to some of the most common form fields and we will explain some of the best practices for creating an effective form. We will also highlight some of the specific types of forms to consider and examples of how they can be used to collect information. 

While there are many options to choose from, it’s good to remember that forms are simple and with some practice, you can become an expert in no time. With the form builders on the market today, you’ll be able to create forms, improve workflows, and automate key business processes to become more efficient. Keep reading for an overview on creating forms and additional resources to get started.

Modern form builders have many different types of form fields that can be used for different business purposes. Some common examples of field types are things like: 

  • Dropdown menus
  • Checkboxes 
  • Multiple-choice selections
  • Scale sliders 
  • Text inputs
  • And much more! 

People have many different reasons for using forms, so it makes sense to have a form builder with a wide variety of form fields to fit every data collection need. With so many options for the types of form fields you can use, it may be helpful to also think about them in terms of categories:

  • Text and Numbers
  • Choices
  • Multimedia
  • Date, Time, and Location
  • Other miscellaneous field types

In the next section, we cover some of the most common types of forms and a brief summary of the types of form fields that are most commonly used. This should give you an idea of how these form fields are put into practice for some of the top business use cases for collecting data.

It’s quite common for businesses to collect contact information from their customers. Contact forms typically use text and number fields to collect a name, telephone number, email address, and similar types of information.

A good practice to remember in forms is to think about how data is collected and designing your forms to standardize the data. For example, instead of using an open text field, you may want to consider using a choice field with a drop-down that lists the available options. 

A great example of this is for fields like “State,” where you would want to list a drop-down of formatted states. In this example, if you were to leave the field open-ended, you could get a wide variety of formats for the same state (e.g. NY, New York) or you could have misspellings that happen by mistake. Giving people a drop-down ensures that data is formatted correctly for when you need to report on it later.

Contact forms can also be used for longer text fields that allow people to submit more extensive information, such as the reason that they are submitting the contact form. 

Invoices are used as forms to collect payment information, typically in a table-style format. These can be used to highlight an item name or description, the quantity of an item purchased on the invoice, a price per unit, and a total cost for each line item. 

This type of form typically uses text and number fields, as well as a calculation field that can automatically perform math calculations to make it easier for people by pulling in dynamic information like prices and sales tax.

These types of forms are particularly useful if your business has dynamic pricing that is stored in a separate database. Instead of requiring employees to look up the current price, it can be automatically populated with real-time information to make the process more efficient when processing invoices.

Other advanced features include payment authorizations and signature form fields so that customers can sign for credit card transactions or sign off on agreements. Many digital forms can also accept credit card information that people can integrate through payment processors like Square, PayPal, Stripe, and other similar solutions.

Surveys are one of the most popular use cases for forms and they are used to collect answers or feedback from a group of people. Common examples include asking customers to rate your level of satisfaction or collecting feedback from employees on ways to improve your business. With so many possibilities for types of surveys, it makes sense that they leverage many different types of form fields, including:

  • Choice fields such as a drop-down
  • Multiple-choice questions 
  • Single choice checkboxes
  • Multiple choice buttons
  • Open text and number fields
  • Calculation and summary fields to tabulate scores
  • Slider and rating options (like 1-5 stars) 

If you have a more complex survey, you can also consider using conditional logic in your form. This means that people will be navigated to different options that are dynamic based on their answers to the questions.

For example, if someone answers “Yes” to a question, they may be prompted later on with the option to provide a more detailed explanation for their answer. If they selected “No,” then they may be directed to a different set of follow-up questions. This type of logic allows you to make the form more dynamic and relevant based on the information that is provided in real-time.

Creating forms for inspections provides form builders with many options to create highly effective and powerful inspection tools. 

Like many forms, inspections often begin with different Text and Number fields where an inspector can add their information and the relevant details about what they are inspecting, such as the address or the reason for the inspection. Inspection forms also include a number of advanced options:

  • Checkboxes to check off items
  • Choice fields to provide pre-selected input related to the inspection
  • Text and number fields to provide descriptions, context, or numerical values to the inspection 
  • Photo fields to upload an existing photo or add new photos using the camera functionality found on mobile devices  
  • Track GPS locations if required to log the physical location

Creating a log is a fairly simple use case for a form. Logs typically are in the format of a table and people can log certain information, but most commonly are seen with companies that need to log work milestones, like keeping track of time or materials.

Log forms vary in the type of information collected, including text and numbers, multimedia, date, time, location, and others. Using digital logs, companies can ensure that projects stay on time and data can be collected from a large number of people for reporting purposes.

It’s very common that businesses need to create records. This can be for tracking a certain event, documenting specific actions that have occurred, or even for recording physical items.

When creating a record, forms can help to standardize the data that is being collected. This will depend on what type of record is being created, but most commonly text and number form fields are used to track specific details about the record and the date/time of the event.  

Companies may also use automated notifications that remind individuals when to generate records. For example, if a record needs to be generated every month for a certain action, calendar alerts for the future can be set up when logging a record. 

One familiar example is creating a customer record for a CRM system. Companies create a customer record form to intake information about a customer or update existing information about a customer. The form builders often integrate directly into the customer relationship management (CRM) systems so that companies can use these forms to update and maintain records seamlessly.

Checklists are widely used in different industries as forms to collect information. The simple nature of a checklist allows people to select from a multiple-choice checkbox item or a single checkbox item. Many times these will use the required field option so that every checkbox requires you to select an answer before you can submit it.

Inspections will frequently use checklists so employees can certify that a long list of items has been inspected. This is another example where conditional logic is particularly useful, giving people the ability to request additional information on the form depending on the check box response.

After reading this article, you can see how forms can go in many different directions and there are endless ways to customize the information that’s collected. Many people find that it’s helpful to start from a pre-built template and then customize the form to fit your specific needs. Other people prefer to start totally from scratch, so there is really no right or wrong answer to the question. At GoCanvas, our form builder provides a great deal of flexibility to fit all of your form-building needs and we have an extensive library of templates to help you get started.

About GoCanvas

GoCanvas® is on a mission to simplify inspections and maximize compliance. Our intuitive platform takes care of the administrative tasks, freeing our customers to focus on what truly matters – safeguarding their people, protecting their equipment, and delivering exceptional quality to their customers. 

Since 2008, thousands of companies have chosen GoCanvas as their go-to partner for seamless field operations.

Check out even more resources

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