How Mobile Field Service Apps Can Improve Field Service Management

How Mobile Field Service Apps Can Improve Field Service Management

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It’s no secret that technology has changed how we live and work, especially in the  field service industry. Field service management has never been easier or more efficient thanks to mobile apps.

Mobile apps have highly impacted the field service industry by making it more effective and efficient by:

  • Mobile apps enable time-saving automation for technicians and allow them to access customer information and service history and track job progress on-site by utilizing their mobile device. This helps ensure that jobs are completed on time, reduces the chances of errors happening, and enhances the customer experience.
  • Mobile apps allow technicians to submit photos and notes from the field, which can help with troubleshooting and problem-solving.
  • Field service managers can use mobile apps as field service management software to create work orders, invoices, service reports, and notifications, assign jobs to technicians, and track job progress in real-time. This allows them to be more responsive to customer needs and ensures that jobs are completed as quickly as possible.
  • Mobile apps allow field service businesses to streamline their workflow and provide transparency in field service operations that were impossible before. Customers can now see what stage their job is at, how close it is to being finished, and what kind of feedback has been received from technicians. This makes customers feel more connected to the process and builds trust between customers and the company.

Mobile apps help improve safety by giving field service technicians access to important safety information. This includes job site hazards, customer contact information, and emergency procedures. They also help with compliance by ensuring technicians follow all the necessary steps for each job. This includes completing safety checklists, documenting accurate job times, and collecting customer signatures. By using a mobile app, field service businesses can have peace of mind knowing that their technicians are following best practices and that their customers are happy with the service they’ve received.

Mobile apps have changed field service management for the better by making it more effective, efficient, and safe. You’re missing many benefits if you’re not using a mobile app for your field service business. GoCanvas provides templates to create a customizable mobile app for your business, including checklists, forms, project management tools, and more. To learn more, contact us 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.

Check out even more resources

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Common Workplace Hazards for Field Service Providers and What to Do About Them

Common Workplace Hazards for Field Service Providers and What to Do About Them

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Field service providers face a variety of safety hazards while on the job site. Some of these hazards are common to all workplaces, while others are specific to the field service industry. By knowing what these hazards are and how to protect yourself from them, you and your field technicians can stay safe while working.

Common workplace hazards include slips, trips, and falls. However, more specific to the field service industry are risks such as working at heights, driving hazards, electrical hazards, and exposure to harmful chemicals.

Slips, trips, and falls are among the most common on-site accidents. They can happen anywhere there is a change in elevation or surface type, such as going from a carpeted floor to a tile floor. They can also happen when loose cords or clutter create a tripping hazard.

  • Keep floors clean and free of debris
  • Use floor mats or anti-slip tape in areas where there is a risk of slipping
  • Make sure all cords are neatly organized and out of the way
  • Be aware of changes in elevation, such as steps, curbs, or confined spaces

Working at heights can be dangerous for field service technicians, whether climbing a ladder to clean gutters or working on a roof. Falls from heights are one of the leading causes of workplace fatalities.

  • Wear appropriate fall protection gear, such as a harness
  • Inspect your personal protective equipment (PPE) before use to make sure it is in good condition
  • Use the buddy system when possible
  • Be aware of your surroundings and stay away from edges

Field service providers often have to drive as part of their job. This can be hazardous if you’re not used to driving in certain conditions, such as icy roads.

  • Be familiar with the route you’re taking
  • Plan for extra time, so you don’t have to rush
  • Be aware of other drivers

Electrical hazards are common in the field service industry because technicians often work with wiring and other electrical components. shocks and burns are the most common injuries from electrical hazards.

  • Turn off all power before working on electrical components
  • Use proper safety gear, such as gloves and goggles
  • Inspect equipment for damage before use
  • Keep your work area clear of flammable materials

Many field service providers work with chemicals that can be harmful if inhaled or ingested. Some common examples are solvents, cleaners, and pesticides.

  • Read the label carefully and follow all directions
  • Wear proper safety gear, such as gloves and a respirator
  • Work in a well-ventilated area
  • Keep chemicals stored in their original containers

If you or someone else is injured on the job, it’s important to know what your safety procedures are.

  • Call for medical help if necessary
  • Report the accident to your supervisor
  • Fill out any necessary paperwork
  • Follow up with your doctor for any injuries sustained

By following these safety tips, you can help prevent accidents and injuries on the job. If an accident occurs, ensure you know how to respond so you can get the help you need.

Safety training is vital to service work. GoCanvas can help you implement your safety policies by providing your business with field service management software where you can create safety training, checklists, and workflows to protect the operational safety of your field service business. Contact us today to learn more.

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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How Mobile Field Service Apps Have Changed Field Service Management

How Mobile Field Service Apps Have Changed Field Service Management

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Field service management is a critical process for companies that rely on field service technicians to maintain and repair their products. In the past, this process was often handled through paper-based work orders and communication methods that were slow and inefficient. However, with the advent of mobile field service apps, companies are now able to manage their field service operations more effectively and efficiently than ever before. Field service apps allow technicians to access work orders and customer information from anywhere in the world, which speeds up the repair process and improves customer satisfaction. Additionally, mobile apps allow companies to track technician locations in real-time, which enhances safety and compliance. Overall, mobile field service apps provide several benefits that can help companies improve their field service operations.

In the past, work orders for field service technicians were often paper-based, which made it difficult for technicians to access them from remote locations. This would often lead to delays in the repair process as technicians had to wait until they returned to the office to receive their work orders. However, with mobile field service apps, work orders can be digital and easily accessed by technicians anywhere in the world. This allows repairs to be completed more quickly and efficiently, which leads to improved customer satisfaction.

Another way that mobile field service apps have changed field service management is by automating many of the tasks associated with managing a field service operation. For example, apps can automatically give real-time updates to technicians, customers, job site locations, track your service team’s GPS locations, and schedule follow-up appointments. This automation eliminates many of the manual tasks that field service managers previously had.

Mobile field service apps also optimize workflows by providing technicians with the information and tools they need for project management and to complete repairs quickly and efficiently. For example, some apps provide technicians access to customer records, product manuals, and parts catalogs. This allows technicians to resolve problems more quickly without waiting for assistance from a field service manager. Additionally, mobile apps often include built-in scheduling features that allow managers to plan and optimize technician routes. This helps to ensure that technicians can complete their work promptly and reduces fuel costs associated with inefficient routing.

Inventory management, GPS tracking, client management, and scheduling are only a few of the features that can enhance the functionality of your field service business. Mobile apps provide an all-in-one solution for managing your field service business, which makes it easier than ever to run your operation smoothly and efficiently.

Enhancing the customer experience is one of the most important goals of any business, and mobile field service apps can help you achieve this goal. By streamlining workflows, enhancing customer management, and automating many of the tasks associated with managing a field service operation, mobile apps make it easier to provide customers with the high-quality service they expect and deserve. This leads to improved customer satisfaction and loyalty, which can result in positive customer relationships and more repeat business and referrals.

Another benefit of mobile field service apps is that they can help reduce pricing associated with your field service operation and invoicing. For example, by automating appointment scheduling, you can eliminate the need to pay a receptionist to schedule appointments. Additionally, by tracking technician GPS locations, you can minimize fuel costs by ensuring technicians take the most efficient routes to customer locations. Overall, mobile apps can help you reduce the costs associated with running your field service business, which can improve your bottom line.

Field service technicians often work in remote or dangerous locations, which can pose a safety risk. However, mobile field service apps can help improve safety and compliance by providing technicians with the information and tools they need to stay safe while working. For example, some apps provide technicians access to customer records, product manuals, and parts catalogs. This allows technicians to resolve problems more quickly without waiting for assistance from a field service manager. Mobile apps can also track technician GPS locations, allowing field service managers to monitor technician safety and compliance.

Overall, mobile field service apps have made field service management more effective and efficient by automating many tasks associated with managing a field service operation. In addition, mobile apps have improved safety and compliance by providing technicians with the information and tools they need to stay safe while working. Finally, mobile apps can help reduce costs associated with your field service operation. These factors combine to make mobile field service apps an essential tool for any business that relies on field service operations.

GoCanvas can help your business with field service management solutions including customizable cloud-based templates, checklists, and management tools that can be used on mobile devices or tablets. Contact us today to learn more about getting 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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Construction Business Hacks That Reduce Paperwork: Google Forms

Construction Business Hacks That Reduce Paperwork: Google Forms

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The longer you’re in the construction business, the more you realize the need to reduce paperwork and digitize your forms. Otherwise, using paper forms increase the likelihood of paperwork errors, lost paperwork, and confusion among your staff and customers. 

Converting your paper forms into digital versions can save your construction company time, money, and a lot of frustration. If you’re ready to ditch the paper and go digital, this article is for you. 

Continue reading to learn how Google Forms and top-rated Google Forms alternatives can transform your construction company for the better. 

Google Forms allows you to transform, create and store customer forms in an organized manner. You can customize every form to fit the specific needs of your customers. The best part is since it’s stored in the cloud, you don’t have to worry about losing another form again. Further, any employee with access to your documents can make their own copies and make changes as necessary. 

Businesses operating in the construction industry must meet compliance requirements and keep strict documentation. With that in mind, digital forms can make compliance a breeze compared to paper forms. 

Google Forms and similar online templates allow your company to create, transform, and safely store: 

When working with paper documents, it can be a pain to adjust and customize the forms to fit customer-specific needs manually. With Google Forms and similar online resources, your customers can use personalized forms that speak directly to their needs. 

Further, dynamic fields allow your forms to change automatically depending on responses to each field. Customizations available with Google forms include: 

  • Background and theme customizations (i.e., colors, fonts, images, etc.)
  • Multiple choice, linear scale, and randomized questions 
  • Layout customizations 

Google Forms can be used for compliance, organization, space-saving, and more. However, one of the best features of form digitization is data collection. Imagine if you could calculate customer satisfaction rates, job costs, most in-demand services, etc., with the click of a button. 

How much would that help your business reach the next level? Regarding data collection and analysis, Google Forms doesn’t offer anywhere near the functionality and support of GoCanvas Construction Forms. 

However, it offers basic data collection features and add-ons that can be helpful for small construction businesses. 

Google Forms is one of the most widely used online form platforms, but that doesn’t make it the best. That’s because it doesn’t offer payment integrations, white label branding, advanced design customization, conditional logic questions, electronic signatures, etc.

If you need more robust solutions for your construction forms (i.e., integrations, powerful data collection, customization, dispatch capabilities, etc.), check out a few of the best Google Forms alternatives below. 

  1. GoCanvas Construction Forms GoCanvas Construction Forms offer the same capabilities as Google Forms but much more. In addition to basic features, GoCanvas Construction Forms offer countless construction templates, a user-friendly interface, app integrations, unrivaled support, and in-depth training. 
  1. Survey Monkey – If you’re looking for more advanced survey creation features, Survey Money is an excellent Google Forms alternative. However, a drawback of Survey Money is the cost compared to Google Forms and GoCanvas, and its focus on marketing (not construction). 
  1. Typeform – Typeform doesn’t offer the same functionality as apps like GoCanvas or Google Forms. However, if you’re looking for a simple form creation tool, Typeform has enough to deliver what you need on a limited scale. 
  1. Jotform – Jotform is another reputable Google Forms alternative. Similar to GoCanvas construction forms, it offers collaboration tools, workflow automation, version control, drag-and-drop features, payment integrations, and access controls. 

Learn how to simplify your tasks, increase efficiency, meet compliance requirements, and save money with GoCanvas below. 

At GoCanvas, we work hard to make life easier for you and your construction team. Our digital construction forms help your team better communicate and collaborate on project logistics, equipment needs, project management timelines, data collection, and more. 

Key features of GoCanvas Construction Forms include: 

  • E-signature and photo capture
  • Pre-populated forms and dynamic fields 
  • Automatic location identification 
  • Real-time job site data analysis 
  • GPS to know where your team and equipment are 
  • Barcode scanning 
  • Construction form templates with easy customization options 
  • Creation and conversion of inspections, estimate sheets, work orders, time cards, contracts, and more 
  • Integrations with popular construction apps 
  • User-friendly mobile forms for all devices  (i.e., iPhone, Android, Windows, Mac, etc.)

Increase your efficiency and improve compliance with GoCanvas Construction templates and mobile apps. Try it today for free.

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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How Tolerating Paperwork Is Holding Your Business Back

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How Tolerating Paperwork Is Holding Your Business Back

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We all have small problems at work we put up with on a daily basis:

  • A web page that is still functioning but needs to be updated
  • A co-worker who is always five minutes late to meetings
  • A desk drawer that always sticks exactly when you need a paper clip

Counselors and coaches call these small issues “tolerations” – things that could be eliminated, but instead we put up with them. 
We tolerate these situations because we’ve convinced ourselves they’re not that bad, or because we think exploring or implementing an alternative would be too difficult or time-consuming.

Let’s give you a concrete example:

What would your job be like if you didn’t have to deal with paper forms?

It’s hard to imagine, isn’t it? 

  • No more lost, delayed, or illegible paperwork
  • No more waiting on information from the field team
  • No more manually typing information in order to get reports and information
  • No more costly errors, unexpected problems, compliance issues, or interrupted work time

We want to show you what your business would look like without the tolerations of paper forms.

There are two main problems with tolerations, and paperwork is a perfect example:

  1. Tolerations create a constant level of stress and frustration that is low-level, but cumulative
  2. While dealing with the toleration at the moment might seem minor, we’re missing out on potential benefits long-term

Many companies tolerate paperwork problems because it’s the way they’ve always done things. But going digital is surprisingly simple, and can have hidden benefits for your business.

GoCanvas transforms the way companies like yours work every day with digital forms and work process management solutions that make communication seamless. We’ve built a library of forms for essential use cases in multiple industries, including construction, fleet management, and field services, or you can design your own.

And you don’t have to imagine – we want to show you exactly what taking your business digital would look like.

All you have to do is upload a paper form your team uses – a picture or a scan are fine – and we’ll turn it digital for you – for free.

Really. It’s that easy.
Take a look at the future of your business, no strings attached.

After we’ve transformed your paperwork, one of our solutions experts will walk you through the new digital version so you can see exactly how it would work for you and your business. 

Want to make changes or customize your form even more? No problem. 
GoCanvas has easy-to-use drag-and-drop tools so you can build whatever you need – no coding or complicated systems required.

We can’t fix your sticky desk drawer, but we can transform your work life by getting rid of one big toleration: paperwork. 

Taking your business digital means taking your business to the next level with:

  • Cost and time savings
  • Increased productivity
  • Faster communication with field teams
  • Enhanced reporting from digital data
  • More complete records
  • And more!

Without having to tolerate paperwork and all its delays and errors, you’ll be free to focus on what matters: your business.

Let’s get started digitizing your business 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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How to Automate Your Field Service Data Collection

How to Automate Your Field Service Data Collection

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Automating field service data collection can save your organization time, money, and a lot of frustration. The best field service data collection software allows you to take in and process real-time information about many aspects of your business and make timely improvements. 

Understanding the importance of field service data collection is one thing. Finding the right data collection app and automating the process is another. At GoCanvas, we have field service apps for different industries, including maintenance, construction, sales, human resources, and more. 

Continue reading to learn how to automate your field service data collection using customizable GoCanvas field service apps. 

Whether you’re actively collecting data in an organized manner or not, the data exists. Every appointment, route, customer feedback, etc., offers your company an opportunity to analyze and improve business functions in real-time so long as you have the data to do it. 

Field service data collection can help your business improve in many areas, including: 

  • Workflow and dispatch efficiency 
  • Time savings 
  • Budgeting and elimination of revenue leaks 
  • Employee effectiveness and communication 
  • Customer satisfaction 

Additionally, when you have the correct workflow, job descriptions, expectations, and technology, field service data collection can help to keep your business organized and your employees accountable.

Filed service workflow automation isn’t just about getting rid of paperwork. It’s about much more. The best data collection automation software and apps connect every step of the process, from dispatch to data collection to analysis tools. 

Learn the five steps for creating an automated data collection workflow below. 

The first step in automating your field service data involves identifying the data collection processes you want to automate, the employees involved, and the tasks involved in the automation process (i.e., workflow mapping). 

Areas you’ll want to identify for each data collection task include: 

  • The type of data that is collected 
  • How many people and/or tasks are involved in the process 
  • How long does each task take to complete 
  • Devices and software used to collect the data 
  • The team that will analyze the data 
  • When, how, and where the data should be reported 

In addition to the information above, data collection workflow mapping requires you to identify and eliminate potential bottlenecks. For example, suppose you currently require field service technicians to submit their paperwork at the end of the work week. In that case, it could hinder the ability of other parties to complete their tasks promptly. 

Now that you know what data you want to collect, who’s involved, and eliminated bottlenecks, you’ll need to specify the scope of data you want to migrate into your new process. In most cases, starting with a small percentage of data is better so you can have an optimal workflow by the time your new data collection system is 100% live. 

Supposing you’ve picked a field service data collection app (if not, try GoCanvas today), you’ll need to gather your data, solidify collection methods, and customize your data collection apps, forms, and/or software. It’s important to note that refining and perfecting field service data collection takes time. The sooner you start, the faster you’ll have a well-oiled data collection machine.  

Depending on the size of your business and scope of work, it may be best to release pre-launch versions of your data collection software to ensure it meets your company’s needs. After you’ve gone through an alpha and beta testing mode, your company should be ready for a full launch. During this time, it can be helpful to solicit feedback from beta users and make improvements as needed. 

The data collected by field service technicians can be a valuable asset to your company. However, how the data is collected, its accuracy, and how fast it can be reported play a significant role in your data collection efforts. At GoCanvas, our field service apps are affordable, efficient, and mobile. Check out how GoCanvas field service automation can help your business stay organized.

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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We’ve Made Work Hub Even Better: Do More in Less Time

We’ve Made Work Hub Even Better: Do More in Less Time

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Find what you need in less time with powerful search & filter capabilities. 

  • 90% faster performance in returning search results
  • Improved query accuracy, thanks to a larger volume of content being searched
  • Flexibility to target results by specific date ranges, forms, and/or assignees

In this post, we’re going to break down all of the bells and whistles of Work Hub: what it is, how it will save you time, and how it will empower you to prepare for every possibility.

As you know, transformation is a constant in the business world. Change is how you best serve the needs of current customers, attract and delight new customers, and retain talented employees. 

But sometimes transformation is adaptive, as a result of disruptions in the environment. In fact, many thought leaders have suggested that the COVID-19 pandemic was a historic “change engine,” in their digital operations, setting new norms and preventing a return to the way things were. 

For whatever reason, your business has had to adapt and change over the past couple of years, and it’s certain that you’ll continue to adapt moving forward.

GoCanvas recognizes that thousands of our customers look to us to guide them on their digital transformation journey – and that’s why we’re especially thrilled to be launching Work Hub. 

Work Hub is GoCanvas’ new, modernized platform that gives you real-time visibility to manage all your fieldwork from one central location. 

Now you can easily track projects and jobs at every stage – upcoming, in progress, and completed. We’re confident Work Hub will enable you and your team to work smarter, thus saving you time and money.

We’re always working to improve the GoCanvas experience. It’s important to note that Work Hub is an update, not a feature – in other words, there’s nothing to enable. It’s free because we want to help our future and current customers evolve and grow.  

Our mission is to help you save money, keep your team connected, and reduce risks with real-time business insights.

Thousands of organizations trust GoCanvas to capture better data and complete things like site inspections, audits, and compliance reports. Our simple-to-use software empowers companies to automate paperwork, update safety audit checklists, and make things more efficient with technology (no programming or software needed). Now, with the addition of Work Hub, you gain a modern, efficient way to get better visibility.

Jump into Work Hub to:

  • See a full picture of what your field team is working on by managing all your in-progress work.
  • Keep your operations on target with full control of all your upcoming fieldwork.
  • Visualize all your completed tasks across your organization to tackle your next project. 

No doubt about it, transformation is a constant. That’s why GoCanvas will continue to evolve and serve our current and future customers. 

Our mission is to help you save money, keep your team connected, and reduce risks with real-time business insights. The changes we’ve made to Work Hub were made with your needs in mind.

GoCanvas will transform how you do business. Take a minute to explore how Work Hub can offer you real-time visibility of all your fieldwork from one central location. 

New around here? Sign up for a free 10-day trial.

Already a customer? Log in to your account.

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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5 Methods For Collecting Your Field Service Data

5 Methods For Collecting Your Field Service Data

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Field service data is the new gold for HVAC, IT, oil and gas, facilities management, construction, maintenance, Telcom, and countless other industries. Data collected by field service workers (i.e., employees conducting work on customer premises) can transform your business, increase efficiency, and streamline business operations. 

How the data is collected matters just as much as the information obtained. With that in mind, there are five methods you can use to collect field data. They include: 

  • Interviews.
  • Observation.
  • Paper Surveys / Questionnaires.
  • Reviewing Field Service Worker Documents.
  • Field Service Automation Apps & Software.

Continue reading to learn more about each. 

Field data capture refers to any information field workers (i.e., carpenters, plumbers, IT specialists, consultants, etc.) collect and input into digital or physical forms. Generally, the type of data collected can include information like: 

  • Customer satisfaction surveys.
  • Electronic signatures.
  • Employee performance metrics. 
  • Travel time and GPS location. 
  • Best dispatch strategies. 
  • Revenue by employee per field service visit. 
  • Delivery times. 
  • The time it takes to complete specific tasks.
  • Inventory levels.
  • Cost of parts, delivery, and labor per job. 
  • And much more. 

The field service data that needs to be collected depends on the industry. However, one thing is clear— every field service company can gain valuable insights from detailed and organized data collected from workers in the field. 

Field data collection apps collect and analyze quantitative and qualitative data in real-time while employees are in the field. In most cases, this can be accomplished on a mobile device (i.e., iPhone or Android device) or a laptop. Generally, they help businesses streamline field service dispatch, analyze data, and ultimately provide a better customer experience. 

Learn about the 5 methods for collecting field service data below. 

One of the oldest methods of field service data collection is interviewing employees when they return from completing a work order. While there are some benefits to collecting data in this method, it can yield inconsistent and inaccessible results. 

Another way to collect data from employees in the field is to send a supervisor on every work order to observe. Having a senior employee observe another worker has some value. However, sending multiple employees out for one service order, sales call, etc., is a strain on business resources. Further, aggregating that information and turning it into actionable insights can be challenging. 

Many businesses use paper surveys and questionnaires to evaluate customer satisfaction or employee performance. While this is a great starting point, it can lead to an unnecessary bulk of paperwork, which can strain business operations. Further, analyzing data obtained through paper surveys and questionnaires can be challenging. Due to illegible handwriting, transcription mistakes, inaccuracies, and more. 

If your field service business reviews all employee documents to assess employee performance, customer satisfaction, costs, etc., it can take forever to collect essential information. 

For example, suppose your business waits until the end of the month (when employees turn in their reports) to assess mileage, dispatch needs, employee performance, etc. In that case, your business is constantly making decisions based on old data, which can leave you at a competitive disadvantage. 

Field service automation apps and software can drastically improve employee efficiency, customer satisfaction, and your business’s bottom line. These mobile applications help to: 

  • Minimize the time it takes to collect and analyze data.
  • Decrease the likelihood of duplicate documents. 
  • Limit the cost of data storage.
  • Enable searchable data. 
  • Increase the volume of data your business can analyze. 
  • Enhance real-time visibility of what’s happening in the field. 

Learn how GoCanvas field service automation apps and software can help to improve your business’s efficiency by replacing the paperwork with digital field service forms. 

GoCanvas field service automation apps and software fit all types of businesses and needs. They are dynamic, customizable, and easily accessible on mobile devices. 

Our customers report a 24% increase in productivity after using our apps. One of the best parts is you can build and roll out your customized field service automation application in under a day. See why thousands of customers trust us to take their business to the next level. Sign up for a free trial today – no credit card required. 

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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How 10 Companies Used Digital Transformation to Improve Workflow with GoCanvas

How 10 Companies Used Digital Transformation to Improve Workflow with GoCanvas

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Businesses everywhere want to know how they can save time and money. Today, the internet is full of stories about how going paperless is great for business. It cuts down the cost of paper, ink, printing supplies, and the shocking cost of storage.Digitizing business processes is one way to achieve this goal—and it’s something that more and more companies are doing. Here are 10 use cases about businesses that have undergone digital transformations to improve their workflows with GoCanvas:

The Austin Company, a US-based international firm, offers architectural, engineering, design-build, and construction management services. The company has a rich history, with more than 135 years of experience in serving clients in diverse industries. Their dedication to both to safety and quality has led to rigorous inspections.

However, paper forms were making inspections go longer, creating room for human error, and making document management a pain. It also took more time for the inspections to reach the office because forms had to be mailed, returning days later.

Today, they have optimized their inspection time by having employees fill out their inspections on smartphones and tablets. Charlie Engel, Austin’s Director of QA/QC, finds inspections today taking only 15 minutes. By implementing paperless solutions, inspectors spend less time on forms, and more time creating lasting projects.

Sabi Sand Wildtuin is a private game reserve in South Africa. Like many other reserves and national parks, they have struggled with illegal rhino poaching. In 2013 1,004 rhinos were illegally killed. As demand for rhino horn rises in South Asia, it’s become harder and harder to protect these endangered animals.

Sabi Sand was trying to track rhino poaching on their reserves. However, using a clipboard, pen, and paper was causing additional problems. It was difficult to map out where poaching was occurring, time-consuming to transfer to their database, and too slow to match the poachers’ attacks on their reserve.

Sabi Sand became part of the GoCanvas Ante-Up program, where GoCanvas donates our product to non-profits. We gave Sabi Sand 17 Android devices and a free GoCanvas subscription to help their paperless transition. Today, they can easily capture photos and document the location where they find poacher’s tracks as well as where the rhinos are being killed with the help of one digital technology database. With all the documentation available immediately in the cloud, Sabi Sand can see where there are weak points in their reserve and how to protect their rhino population that same day.

Newcastle-based Plumbing Doctors were finding administrative complications with paper. They were scheduling jobs for their 11 plumbers. While some jobs were scheduled in advance, emergencies would also come up, requiring immediate attention. On top of that, each job required four different forms to be filled out. Not only did this document management process make each job take longer, but it also required more work back at the office.

The Plumbing Doctor’s team has ditched paper for a more effective digital transformation strategy, mobile apps. They focus on responding to emergencies and growing their business instead of paperwork. As a result, their team has been more efficient,and they’ve found real cost savings as well. “We’ve saved around $40,000 on employing an admin officer.” Managing Director Joe Evers said, “We control our business with only three full-time office staff which is unheard of in the industry.”

Smile Bright Dental is a dental practice in an outer suburb of Brisbane, Australia. Looking to not only cut their carbon footprint but also their costs, they looked for a mobile app to help take down client information, and skip paper entirely.

They found GoCanvas, “it was extremely easy to set up all the forms” Stacey Sinclair, Office Manager of Smile Bright Dental said. Any updates as well are easy to share with the entire office. “It automatically syncs with all of the iPads in the practice so everyone in the practice is using the exact same forms.” Stacey said.

Going paperless has also allowed them to improve business operations and enhance the customer experience in new ways. When they had a rise in Korean patients, they were able to create forms in both English and Korean. Now patients don’t have to struggle to understand consent forms or medical history questionnaires. Not only has this put their patients at ease, but ensured more accurate information to help their clients in the long run.

Fire & Safety Commodities has been serving New Orleans since 1979. They install 22 new fire suppression systems each month for local restaurants and auto repair shops. They also provide fire inspection services to ensure that equipment is operating properly and will perform as required in an emergency.

Fire inspections can take a long time if you’re doing them on paper. They are also prone to errors, illegible handwriting, blank fields, damage, and can easily be lost altogether in the filing cabinets. These errors were costing Fire & Safety time away from customers.

By going paperless and investing in new technologies, they were able to speed up inspections in real time and make them more accurate. With checkboxes and drop-down lists, an inspector can move quickly through an inspection. Pictures can be inserted as necessary along with electronic signatures. An iPhone takes up a lot less space than a big clipboard filled with blank forms.

Afterward, the completed inspections are sent automatically back to the office via a PDF document attached to an email. Clients can be invoiced sooner and payment is collected sooner. Today, Fire & Safety are not only freed from paperwork but also to spend more time doing what they do best: preventing fires.

Cool Frog is an air conditioning company based in St. Augustine, Florida. Starting during the recession, Cool Frog wanted to use technology to keep its overhead costs low. They transformed their maintenance form into a mobile app. This switch made it easier to organize their forms with cloud computing, but also to reach out to customers.

Before, one of their most difficult marketing tasks was collecting emails. With GoCanvas they, “never had a customer refuse to give their email address.” Not only did going paperless cut overhead costs, but it also solved their marketing issue as well!

Triumvirate Environmental is a leading provider of waste management, field services, and technical services to a variety of industries in New England. They help their clients reduce waste and save money. But they found themselves struggling, their safety programs were cumbersome and not fully utilized.

The problem wasn’t their program, it was paper. Today with the help of going paperless, Triumvirate has been able to improve data analytics by deliveringfuller site audits and performing site assessments with mobile apps. They’ve set up over 200 employees with GoCanvas. More than faster audits and easier organization, Jeff Fontas at Triumvirate explains,

“Through GoCanvas, we now have a direct way of submitting and retrieving our data, parsing it, and acting on it when it provides us with new opportunities. We didn’t have that before; we were missing the narrative our forms were presenting us. Today we use that narrative to guide our operation.”

Sonoma Valley Pool and Spa offers premium pool services and repairs to the heart of America’s wine country: Sonoma, California. Each weekly visit requires chemical testing and maintenance of the pool. In the past, all of their service notifications were filled out by hand. Saul Rozema, the owner of Sonoma Valley Pool and Spa, decided that just writing this information wasn’t enough. The tags that were left could easily get lost. In addition, clients would often inquire about the services provided.

Today, Sonoma Valley Pool and Spa has moved from paper receipts to digital service tags. Saul, has found going paperless to be a huge differentiator in exceeding customer expectations. “One of my biggest selling points,” Saul said, “is the digital service tag.” His customers love getting his emails with visuals. “Some look forward to it every week.” With a mobile app, he can easily add photographs to his reports, making it easier for customers to understand work done or any repairs needed. This means less time on the phone and more time doing billable work.

Today, Sonoma Valley Pool & Spa’s paperless reputation has grown to the point of having a waiting list of eager customers! “We’re not even in the Yellow Pages anymore.” Saul said, “It’s just our reputation and our website.”

Fulmax provides pest control services in Monterrey, Mexico. With almost 600 services performed each month, Fulmax was becoming bogged down in paper. Fulmax employees tracked information such as the location of pests, what work was done, and when the work was performed, collecting this on paper.

With carbon copy triplicates, every copy became “more difficult to read and easy to lose” Gabriel Martinez, the owner of Fulmax said. This meant that customers would struggle to understand their reports. Worse, paper forms were slow, causing billing to take longer.

Fulmax ditched paper for mobile apps in January of 2013 to become more user-friendly and customer-centric. Today, their field workers get pre-populated work orders on their smartphones and tablets. No longer do they have to drive between the office and clients’ locations. His workers can do more jobs in a day and focus on the customers, while the billing office sends out paperless invoices more quickly, no longer having to transcribe forms into their database.

Like Sonoma Valley Pool and Spa, Fulmax finds being paperless a major differentiator. “We’re different here” Gabriel notes, “nobody else uses these systems.” We’ve been able to enhance customer needs, clients notice the difference immediately. No longer do they have to squint at pink or yellow forms. They receive clear and concise reports immediately in their inbox. In the end, everyone benefits!

R&R Electric Inc. is a small electrical company in Florida. They have provided commercial, and residential services for 25 years and are committed to providing great services at affordable prices.

Regardless of the excellent service, paper forms were costing their business both time and money. Work and service orders took weeks to return to the office, extending their sales cycle. They found themselves having to remember information from memory, or spend extra time chasing down forms in their system.

R&R Electric Inc. saw the benefits of digital transformation initiatives and transitioning to paperless solutions. Their technicians began filling out work and service orders on iPads. Instead of days or weeks before forms returned, all of their forms were made available immediately in the cloud. They can now email customers work orders right after the work is finished.

Filling out forms has also become faster for their technicians. They now use reference data analytics to pre-populate value lists, making it faster to fill out. They also set up formulas inside the app. Now the technicians simply enter the work done, and the app calculates the job’s price. Not only is it faster, but it has reduced errors in job pricing. While initially skeptical, R&R Electric Inc. are believers in paperless business. “It’s the only way to go!” Roger Wortman of R&R Electric Inc. said, “It takes very little time to implement and makes the business far more efficient.”

All of these case studies are perfect examples of digital transformation and what it can do for your business. Creating a digital transformation roadmap will propel your business goals. The automation of business processes and workflows will save time, reduce costs, and enhance the customer journey. All while freeing up your team members to focus on developing your product or service.These are just some of the many companies saving thousands of dollars this year by switching to mobile apps.Sign up for GoCanvas free 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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Ultimate Guide to Handyman Estimate Templates

Ultimate Guide to Handyman Estimate Templates

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Whether you run a property management business or you’re just starting out as a self-employed handyman, nailing down your handyman prices based on the job is vital to your success. Here’s why. 

Suppose you price yourself too high, you’ll force potential clients to shop around for estimates from your competitors. On the other hand, if you price yourself too low, either you’ll raise questions about your experience or potential clients will conclude that there’s some sort of catch. 

That said, how do you find that sweet spot when pricing your handyman services? Well, continue reading this guide to find out all you should know about the handyman business, including how to price your jobs right. 

“Handyman” is an umbrella term for a wide range of jobs and people. A handyman need not necessarily be a man, women can also do the same tasks. We’ll use the term “handyman” in this guide to refer to the entire profession of people with different identities. 

So, what kind of services do handymen do? Some standard services include: 

  • Installation of kitchen cabinets 
  • Fixing kitchen sinks 
  • Finding and fixing leaky pipes 
  • Stair repair and maintenance 
  • Carpet removal and installation 
  • Bathroom repairs, improvements, and maintenance 
  • Basic carpentry tasks 
  • Attic insulation 
  • Outdoor repairs and installations such as siding repair, gutter maintenance, and fencing. 

Whereas this list is by no means exhaustive, it sets an excellent benchmark for what services a handyman should offer. 

A handyman estimate template is a blank copy of your estimate form, which you can fill out to create a comprehensive estimate after a consultation. These templates can be filled in Microsoft Word, PDFs, Google Docs, Google Sheet Spreadsheets, Excel, handyman estimate software, or even free quoting tools. 

You can try out the GoCanvas mobile app for an easy-to-use solution for creating and sending handyman estimates.

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handyman estimate template PDF view

It’s important that you present the prospective client with the estimate in good time. Ideally, you should furnish the prospective client with the estimate within 24-48 hours after meeting or consulting them. This demonstrates that you’re a professional and enthusiastic about the job. Additionally, some clients want things to move fast, so the first submission of the estimate could win the job. 

High-quality workmanship comes at a price. Property renovation and maintenance projects require a substantial amount of time and effort. It is for this reason that every project should begin with an accurate estimate. 

An accurate estimate allows you to properly budget for the job at hand, and avoid any rude surprises when it comes to the materials needed to complete the job and the completion timeline. If you don’t present the customer with an accurate estimate of the entire cost of the renovation or project, you may find yourself in a scenario where you’re significantly under-budgeted. This may mean that you may have to absorb the additional costs or find out where you can reduce costs as the project is progressing. When this happens, besides you jeopardizing the quality of the project, this may also impact your revenue negatively. 

Conversely, if your estimate is on the higher side, potential customers may opt to work with other handymen who offer the same quality of service at competitive prices. This will mean you’ll have fewer clients, and fewer clients mean lower revenue generation. 

There are three ways of creating a written handyman estimate, namely: 

  1. Using a mobile app or software: This is the fastest and easiest method. Creating an estimate using this method takes a few seconds, and you can usually send the estimate right from the app. 
  2. Using Excel: This is the oldest way of writing a handyman estimate. In case you only need to send one or two estimates, this is a simple and free way of sending an estimate.
  3. Word processor: Google Docs or Microsoft Word can also be used to write estimates. Any word processor can work. 

The details you include in your estimate are far more important than the method you use to write or deliver them. Whether you create fancy written estimates or hand-deliver them, the vital components are always the same. They include: 

  • Description of your work: Ensure that you are ultra-clear about what the estimate covers. In some instances, all you’ll need is a one-line text to describe the work, like “installation of kitchen cabinets.” In other instances, you may need to explain the project extensively. 
  • Price estimation: You can either itemize everything or quote it in one lump sum. 
  • Important disclaimers: There are projects that start out small and end up being much bigger. For instance, if you’re going to replace a damaged siding, you may never know what you will find behind the siding. Your estimate is your chance to manage your client’s expectations so that they aren’t met with additional price charges they didn’t see coming. 
  • Benefits of hiring you: Suppose a potential client is receiving multiple estimates, it’s prudent to find a way of differentiating yourself from your competition. Otherwise, all the customers will use when choosing a handyman is the price quoted. 
  • The details of your company (name, address, email, phone number) 
  • Customer details (name and address) 
  • The date the estimate was created 
  • Project description 
  • Estimated cost 
  • Important exclusions and disclaimers 
  • The expiration date of the estimate 
  • Terms of payment 
  • Acceptable payment methods 

Handyman services usually charge by the hour. However, you can choose to charge by the hour if you feel that it’s a task that you can estimate accurately. That said, it is advisable to set a minimum service charge. This can be something like installing a doorbell or changing a light switch. It’s completely up to you if you want to create a fixed price for small tasks such as these or if you want to set an hourly rate. 

Needless to say, the more complex and larger the job, the more you’ll charge per hour. On average, the hourly rate for handyman jobs usually ranges between $60-$65, but jobs that get complex or are part of a larger company can be priced up to $125 an hour. 

Another thing you should consider when you’re calculating the price in a handyman estimate is your supplies and materials. Most jobs will require that you come with specific supplies, all of which should be billed to your client. You should also factor in taxes in your pricing estimate. 

Given that most handyman jobs aren’t recurrent, it’s likely that you’ll be billing your client once. Keep track of all your expenses and add a markup to ensure that you’re attaining your profit margin. 

An estimate is a rough calculation of the cost of work needed to be done upon initial inspection. Upon a handyman getting into a project, it’s not uncommon that the scope of the work will get expanded. Whether it is due to hidden damages that weren’t assessed or complications during the project, your invoice at the completion may be different from your estimate. An invoice is a bill for the services once a customer hires you for a project. They typically contain itemized costs and terms of payment. 

There are many options for creating paper form estimates, including Excel, Word, and Google spreadsheets. Whereas these options are free to use, there are many hidden costs and risks involved when using them. These include: 

  • Human error: When using paper forms, you can mistype formulas or make other errors and not notice that the final calculation is wrong. 
  • Version control issues: It can be challenging to keep track of the latest version of a document, especially if you have multiple versions of the same document. 
  • Lost work: This usually happens accidentally when a computer crashes and the document isn’t saved, or similar cases. 

More and more companies are turning to digital forms to create estimates. Digitizing handyman estimates can bring a number of benefits to handyman businesses. Including: 

  • Secure cloud platform for estimates 
  • Automatic calculations 
  • Digital signatures 
  • Image capturing ability 
  • Availability of reference data 

Regardless of whether you’re repairing a drywall or installing a new ceiling, a handyman’s job is never finished. With the hectic schedule and the sheer range of services you may offer, a handyman estimating software can help you manage your inventory and eliminate the sleepless nights of handling endless amounts of paperwork. 

GoCanvas estimate software for handyman businesses can help convert your paper estimates into efficient digital forms. It simplifies the contract bidding process with its mobile estimating tools that are both easy-to-use and comprehensive. 

With our estimating software, you’ll be able to: 

  • Auto-populate data like prices and parts to minimize manual input and eliminate errors. 
  • Automatically calculate the cost of labor and materials. 
  • Store estimates in the cloud so that you can review and update them anytime, anywhere. 

Try out our handyman business estimate form mobile app for free.

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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