3 Reasons Why Every Electrician & Plumber Should Be Paperless in 2017

3 Reasons Why Every Electrician & Plumber Should Be Paperless in 2017

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Plumbers and electricians are not just the men and women you call when you have an issue in your home, they are the same people who get contracted on commercial construction projects in cities and suburbs all across the world.

For these larger projects that involve permits, zoning, and large contracts it’s essential that data be properly collected and stored for documentation.

Over the years as technology has progressed, so has the complexity and speed of these construction projects. Yet, when we look at how companies process, share and analyze their data on these job sites we find that they are still using the same methods from almost a half-century ago. They are still stuck using paper!

It might seem obvious, and something you have heard a MILLION times, but using paper is negatively impacting your company’s overall efficiency.

What does this mean? Take a look at some of these figures and facts:

1.) The average company spends $80 per employee annually and loses 2 hours per day just on paperwork

2.) TechRadar reports that up to 70% of business would fail within 3 weeks if their paper records were destroyed in a fire or flood.

3.) A found that 49.6% of time spent in construction is “devoted to wasteful activities” like looking for tools, errors in communication, attempting to locate forms, etc.

There are a variety of ways that mobile tools will and currently are making an impact for Plumbers and Electricians. But when we focus in, we can clearly identify 3 primary ways that mobile tools affect a business’ bottom line.

# Renewable Energy

According to the 2015 U.S. Clean Tech Leadership Index, approximately 47% of electricity generation in the United States came from renewable sources including wind and solar. Projections for 2017 and beyond have made it clear that the shift towards renewables is not a wading fade, but a systematic change.

When it comes to the services of a Plumber or Electrician, they are not immune. Understanding of the new “high-efficiency” parts and materials that are required by government regulations are now a key for being competitive in the industry and mobile apps can help! Mobile apps can assist technicians with looking up product manuals and documentation with just a scan of a barcode, finding the solution to common questions about pricing or equipment, and even help with the calculation of common service charges!


#2 Streamlined Operations

Mobile technology is great because it allows for the sharing of data in real-time without having to worry about driving or scanning the contents to the office later. A platform like GoCanvas gives Plumbers and Electricians the ability to send and receive job orders from wherever they find themselves.

Tools like Dispatch allow the office to schedule customer appointments and assign task directly to the technician’s device out in the field. Once the technician receives the notification on their smart device, he or she can read where they need to go and begin completing the ! To track the status’ of all their tasks throughout the day/week, the office can view the Dispatch Manager online and view what has or has not been completed in real-time. No more guessing or trying to track down employees to find out if something has been completed. All the information is sent directly to your GoCanvas database.

Another great example of streamlining communication is with  With any big job, Change Orders are normal but time-consuming. With GoCanvas you can send an order, have it processed, and get paid within minutes. No need to wait around for paper invoices to make their way to everyone, GoCanvas sends it to the right people in seconds.


#3 - Foster CollaborationIn today’s highly engaged business world, Electricians and Plumbers can’t afford to work in informational bunkers. They need to have the information that they collect be communicated to the right people and systems in real-time.

An example is an Electrician completing a Work Order or mobile Invoice form that requires supervisory approval before it can be completed. How can this be done faster without paper and having to drive all the way back to the office for a signature?

Simple! With GoCanvas and our Workflow functionality, the document that was completed on the technician’s device will be transmitted to the supervisor’s device for digital signature approval and then sent to the customer in real-time. The supervisor can even add comments and reject the work order back to the original Electrician if he/she feels it is incomplete in some way.

But this is not the only way that mobile apps like GoCanvas help foster collaboration. The simple act of a dispatcher being able to create, assign and track assignments to technicians in the field is another great example. Another way is the simple ability for a technician to go out to a job site, fill out a mobile document, and be able to send a PDF copy to a customer, supervisor, and the office staff before they even start their truck to go home.

This is the essences of going mobile and fostering collaboration with GoCanvas, and how on average we increase our customers’ productivity by 30%!

Electricians + Plumbers eBook

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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Feature Focus: Import Your Database with Reference Data

Feature Focus: Import Your Database with Reference Data

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When new users ask, “what makes GoCanvas so different than paper?”, I immediately point out Reference Data. The reason is that with paper, you are always stuck in 2nd gear filling out your form. There is no faster way to manually fill out a piece of paper unless you grow a 3rd arm. With Reference Data, you are instantly putting your employees into 5th gear by giving them access to your company catalogs and database from right within your mobile forms.

Reference data is a core feature that is available for all users of the GoCanvas platform. You simply upload a .CSV(Excel) file with the information you wish to connect to your mobile form(s) and use the App Builder to connect that datasheet to the relevant data fields. After this quick update has been made, your users will be able to dynamically pick from these values when filling our their mobile form.

Getting started with Reference Data

For example, say your employee selects the value “John Doe” from a drop down field in the mobile form. By selecting “John Doe”, this will automatically populate the Address, City, State, and Zip Code fields that correspond to that specific value. Below is an example of the datasheet that would have been uploaded and connected to the mobile form.                                             

The great thing about Reference Data is that it can be applied to almost every industry and process.

  • Customer & Vendor Lists
  • Project Locations
  • Parts, Price, and Material Lists
  • County or State Tax Rates
  • Employee Names
  • Inspection Scoring

Each of the above would typically reside in an Excel sheet (like the one above), so Reference Data simply takes that data and makes it accessible through your mobile forms. No more carrying around spreadsheets or catalogs.

The first obvious benefit of using Reference Data is the time savings. Instead of having to look up and fill out multiple fields manually, you can simply just fill out a single field (usually a drop down) and have it automatically populate the rest of the form. This can easily save you 5-10 minutes per section compared to manually filling out each field.

The second benefit is data quality. When using Reference Data, you are eliminating the need for data lookup or hand typing. What this means is that since the information is being populated from a company spreadsheet, the likelihood of a misspelling or incorrect value is essentially eliminated. Therefore you no longer have to worry about things like incorrect client addresses or inaccurate service quotes since all the information is pulling directly from the corresponding spreadsheets.

The third benefit is automated scoring and reporting. Many customers use Reference Data to create inspections with simple sometimes complex) scoring based on how each user fills out the form. This is most prevalent within inspection forms where you are reviewing a number of items and need to get a final score/rating.

Reference Data allows you to assign a numerical value like “1” every time an item is marked as “Pass” and then automatically total up each item into a final score. This scoring functionality not only allows you to get instant insight as soon as one of your employees fills out an inspection, but it also saves you the time of having to manually review each form and count up their score.

With automatic scoring, reporting is made a snap. Now a manager can receive a PDF report, see if it “Passed” or “Failed”, and immediately start making corrective actions if necessary.

Overall, Reference Data is for anyone looking to cut down on mistakes, speed up data capture, and increase the quality of their data. If you are not currently using this feature, reach out to Info@gocanvas.com 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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Release Notes: New Functionality for the App Builder & PDF Designer

Release Notes: New Functionality for the App Builder & PDF Designer

I’m not even sure where to start with this release! There are a lot of new things along with some enhancements to the user interface in our App Builder and PDF Designer in the spirit of making them easier to use. A number of these changes were done to make the controls inside the App Builder identical to the controls inside the PDF Designer so there is familiarity between the two tools.

I’m sure you’re more interested in the brand new stuff, so let’s start there.

We added a number of new things to help you save even more time using GoCanvas!

Now you can make a barcode field “Read Only”. This might be a misnomer, but what this allows you to do is force your user to use the camera and actually scan a barcode. They are not able to manually type in whatever value they want. Customers have wanted to ensure that their mobile users are actually scanning a barcode and this will do the trick.

Our “Grid” functionality is an alternative way for your mobile user to use a “Loop” or “List” screen. Now you can see what that Grid will look like on mobile inside the App Builder. One thing to note is that you cannot edit when viewing the Grid. It just shows you a preview so you can see how things will look for your mobile user.

***NOTE***: Grid functionality must be enabled for you by our team here at GoCanvas. If you want it turned on, please email us at support@gocanvas.com. We are happy to enable it for your account.

One thing that can be rather painful is not knowing which screens and fields are set to be conditional. We have added some icons so you can easily identify them now. This will save you a lot of time when building and editing your GoCanvas Apps!

Here is how a conditional screen will be identified…

Here is how a conditional field will be identified…

For years and years we have provided the ability to make a field on the mobile device “invisible”. This is used for all kinds of reasons like triggering conditional screens or fields or hiding calculations from mobile users because they don’t need to see them and much more.

The challenge was then knowing which fields were invisible when working inside the App Builder. Problem solved!

We have added a dotted line around a field that is invisible.

The name of this setting was changed to “Mobile Visible”, too. We wanted to clarify that this setting impacted the field on the mobile device only. You can always see it in the App Builder so you can edit it.

We continue to add functionality to our PDF Designer so it is faster to create beautiful PDFs and so you have functionality that makes the PDF more engaging for your audience.

We really want to encourage you to use your customer-facing documents as additional marketing tools. Encourage your customers to connect with you on Facebook, review your services on Angie’s List (Or Google or Yelp), follow you on Twitter and more. I know this might be new to many of you, but you will grow your business doing this.

Outside of that you can link people to your website, of course. Or link them to specific pages on your site to provide additional information outside of what is in the PDF.

  1. New social icons: We added Angie’s List, Google Reviews, Home Advisor, and Yelp.
  2. Alignment: You can now align the social icons just like any other Element.
  3. Vertical Spacing: This control is on other Elements and fields in the PDF Designer, but it allows you to control the spacing around the social icon itself. Play around with it to see how it works.

We made some changes within both tools to make them easier to use and a lot more understandable for newer users.

You’ll notice some new “Tool Tips” placed throughout the App Builder to help folks understand how things work. Sometimes there will be a question mark you hover over and sometimes you’ll just hover over the word or icon associated with the feature. Here is an example for Screen Conditions.

GoCanvas is really powerful, which makes it harder for folks to understand. So we have made changes to the More area under Field Settings.

  1. Mobile Visible: As mentioned above, we changed the name of this feature. Previously it was called “App Visible”. We wanted to more clearly call out that this impacts behavior on the mobile device.
  2. Place value in…: Previously these were all presented as separate choices. We wanted to group these together to help folks understand that the behavior for each is somewhat similar. You are placing the value entered in the field in the areas listed.
  3. PDF & Web Label: Previously this was called “Report Label”. No one really knew what the “report” was, though! The report is the PDF and the label would show up on the web view, too. So we wanted to make this clearer.

The Standard PDF is the default design that all GoCanvas Apps use initially (Although this has started to change, too!). Some of the controls in the App Builder impact behavior on that Standard PDF. Previously this was not clearly communicated to our users. It is even more confusing now that we have the PDF Designer.

So we created a new section under Field Settings called “Standard PDF”. Any controls in that section impact the Standard PDF ONLY. You will find this under any field that has controls that only impact the Standard PDF.

We moved the buttons that were previously on the top left up higher to create more space inside the editing area. The buttons are now on the right and are higher. You’ll also notice a very slight change to the “Add Screen” button.

You will also find some “Tool Tips” throughout the PDF Designer to help folks understand how things function.

We changed the buttons around to match what is now in the App Builder. These buttons are also found at the top right instead of the left.

And we moved the Auto Layout controls to the left side.

Feedback

Phew! That is a lot of stuff! Please tell us what you think! You can send feedback to feedback@gocanvas.com anytime. We love, love, love hearing from you. Tell us what YOU want GoCanvas to do to save you even more time.

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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Feature Focus: The Benefits of Dispatch

Feature Focus: The Benefits of Dispatch

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This week we spotlight Dispatch, the easiest way to communicate with your field personnel without picking up a telephone.

Dispatch allows companies, big and small, to eliminate the need for time-consuming task assignment and tracking. It gives the ability to create tasks, assign them to employees, and track their completion status in real-time right from the Dispatch Dashboard on the GoCanvas website.

Dispatch is perfect for:

  • Assigning Work Orders, Inspections, and more
  • Scheduling assignments individually or in mass
  • Tracking job status & reports in real-time
  • Construction, HVAC, Retail, Energy & Utilities, Home Healthcare

The best part about the Dispatch functionality is that it connects the office with the employees who work in the field.

Office employees, those of who typically interact with the GoCanvas website, would use the Dispatch Manager to create and organize their field employees’ daily tasks. They can choose any of the mobile forms that are currently published and begin pre-filling out details for the task before it gets assigned. The types of fields within the mobile form that can be pre-filled include Text Boxes, Checkboxes, Dates, Times, Dropdowns, and more. You can even dynamically add items into “Loop” or “List Screens”, which allows for tables to be pre-filled out before they arrive to field employees.

Keep in mind, the dispatched task does NOT have to be immediately sent for completion. The “Dispatch Type”, as seen below, can be toggled to “Schedule Dispatch” and be triggered to be sent at a future date and time. This is perfect for companies that have re-occurring inspections(3,6,12-month), have the need to schedule follow-ups, or book appointments days in advance.

Learn More About Dispatch

When the office completes creating dispatches, any marked as “Immediate Dispatch” would instantly notify the assigned employee with a push notification. This immediately reduces the time it would normally take for the employee to come into the office, pick up their assignments for the day, and drive out to the first location.

Learn More About Dispatch

Once the employee receives their Dispatch(s), they are able to scroll through the details and view the pre-filled info of each report. This can include addresses, dates, times, and more. When a Dispatch has begun being filled out, the employees in the office will view the status on the Dispatch Manager online change from “Assigned” to “Received”. And once the task is fully filled out and submitted to the online database, the status will once again change from “Received” to “Completed” in real-time. These status updates give management up-to-the-minute insight into how many tasks are being completed daily, if they are on-time, and which need to be re-assigned to other employees.

Learn More About Dispatch

If you are a company looking to increase efficiency by increasing the speed of data moving from A to B, then Dispatch is definitely a feature you should consider.

Dispatch will allow your company to cut out 100’s of hours a month when it comes to task management and scheduling, and will also increase the overall visibility of data across your entire organization. This will help in the communication of daily KPI’s like job completion, as well as assist with giving instant insight into reports as soon as they are submitted.

Want to learn more? Click here!

Learn More About Dispatch

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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