Recording: GoCanvas Connect: Features You Haven’t Met Yet

GoCanvas Connect: Features You Haven’t Met Yet

Webinar Overview:

Discover how unlocking more of GoCanvas—new tools and advanced features—streamlines workflows, improves reporting, and empowers your team to work smarter.


Want to go deeper?

Visit the Success Center for templates and guides.

Check out even more resources

The ROI of Adopting GoCanvas for Field Service Management

Discover how GoCanvas streamlines field service, boosts productivity, and saves costs with field service management software.

How TAS Energy Achieved a 60% Drop in Errors and 50% Faster Reports

TAS Energy transformed its field operations with GoCanvas, streamlining processes and enhancing efficiency through customizable digital forms and real-time data access.

Pro-Techs Surfacing Sees Year-Over-Year Growth and Slashes Billing Delays by Days

Learn how GoCanvas can revolutionize your jobsite management. Read about Pro-Techs Surfacing’s success story and how they achieved operational improvements and business growth.

Connect with an Expert Today.

We’ll help you put together the right solution for your needs.

[On Demand] GoCanvas Connect: Features You Haven’t Met Yet

ON-DEMAND WEBINAR

GoCanvas Connect: Features You Haven’t Met Yet

You’re getting results now, but imagine what more you could unlock.

Watch this on-demand webinar where GoCanvas experts walk you through a 30-minute tour of new and underused features that elevate workflows, reporting, management, and more. You’ll discover power moves from advanced users and get a preview of what’s coming next, helping you envision your business at its best.

You’ll see how to:

  • Simplify workflows with features and integrations.
  • Harness results with smarter team tools and plans.
  • Maximize value with upcoming tools and upgrades.

Ready to go beyond the basics? Fill out the form for instant access.

Check out even more resources

Three inspection workers on job site.

Real-Time Field Data Entry for Google Sheets

Digital tech revolutionizes construction project management, integrating field and office operations for enhanced efficiency…

Impact of Data on Reducing Construction Waste and Downtime

Discover how data-driven strategies can cut costs, improve efficiency, and enhance project outcomes in construction by reducing waste and minimizing downtime…

Smithfield Cattle Company Saves Time and Reduces Errors

Smithfield Cattle Company improved efficiency, compliance, and decision-making by integrating GoCanvas Analytics into remote livestock operations…

Connect with an Expert Today.

We’ll help you put together the right solution for your needs.

Recording: GoCanvas Connect: Celebrating 2025 Success & Shaping 2026

GoCanvas Connect: Celebrating 2025 Success & Shaping 2026

Webinar Overview:

See key 2025 GoCanvas product updates, learn the lessons that made the biggest impact, and get an early look at our 2026 roadmap—direct from our CEO and CPO.


Want to go deeper?

Visit the Success Center for templates and guides.

Check out even more resources

The ROI of Adopting GoCanvas for Field Service Management

Discover how GoCanvas streamlines field service, boosts productivity, and saves costs with field service management software.

How TAS Energy Achieved a 60% Drop in Errors and 50% Faster Reports

TAS Energy transformed its field operations with GoCanvas, streamlining processes and enhancing efficiency through customizable digital forms and real-time data access.

Pro-Techs Surfacing Sees Year-Over-Year Growth and Slashes Billing Delays by Days

Learn how GoCanvas can revolutionize your jobsite management. Read about Pro-Techs Surfacing’s success story and how they achieved operational improvements and business growth.

Connect with an Expert Today.

We’ll help you put together the right solution for your needs.

[On Demand] GoCanvas Connect: Celebrating 2025 Success & Shaping 2026

ON-DEMAND WEBINAR

GoCanvas Connect: Celebrating 2025 Success & Shaping 2026

Winning together. Learning together. Looking ahead.

Watch this 45-minute on-demand webinar with GoCanvas CEO James Taylor and CPO Peter Schulz as they recap key 2025 product updates, share standout lessons and best practices, and preview what’s coming in 2026.

Session highlights:

  • Explore key 2025 GoCanvas product and feature updates.
  • Learn big lessons that deliver measurable results.
  • Get a sneak peek at what’s ahead in 2026.

Ready to close out the year and power up for what’s next? Fill out the form for instant access.

Check out even more resources

Three inspection workers on job site.

Real-Time Field Data Entry for Google Sheets

Digital tech revolutionizes construction project management, integrating field and office operations for enhanced efficiency…

Impact of Data on Reducing Construction Waste and Downtime

Discover how data-driven strategies can cut costs, improve efficiency, and enhance project outcomes in construction by reducing waste and minimizing downtime…

Smithfield Cattle Company Saves Time and Reduces Errors

Smithfield Cattle Company improved efficiency, compliance, and decision-making by integrating GoCanvas Analytics into remote livestock operations…

Connect with an Expert Today.

We’ll help you put together the right solution for your needs.

Recording: GoCanvas Connect: GoCanvas Tracker—Where Work Happens in Real Time

 GoCanvas Connect: GoCanvas Tracker—Where Work Happens in Real Time

Webinar Overview:

See how GoCanvas Tracker combines GPS, forms, and automation to give you all-in-one command over your field operations—live.


Want to go deeper?

Visit the Success Center for templates and guides.

Check out even more resources

The ROI of Adopting GoCanvas for Field Service Management

Discover how GoCanvas streamlines field service, boosts productivity, and saves costs with field service management software.

How TAS Energy Achieved a 60% Drop in Errors and 50% Faster Reports

TAS Energy transformed its field operations with GoCanvas, streamlining processes and enhancing efficiency through customizable digital forms and real-time data access.

Pro-Techs Surfacing Sees Year-Over-Year Growth and Slashes Billing Delays by Days

Learn how GoCanvas can revolutionize your jobsite management. Read about Pro-Techs Surfacing’s success story and how they achieved operational improvements and business growth.

Connect with an Expert Today.

We’ll help you put together the right solution for your needs.

[On Demand] GoCanvas Connect: Tracker—Where Work Happens in Real Time

ON-DEMAND WEBINAR

GoCanvas Connect: Tracker—Where Work Happens in Real Time

Watch anytime to see how GoCanvas Tracker delivers real-time field insight, mileage and timesheet automation, and smart scheduling for field teams and offices alike.

Learn how to:

  • See live locations, jobs, and routes.
  • Automatically log mileage and time.
  • Generate job proof with complete route history.

Fill out the form for instant access.

Check out even more resources

Three inspection workers on job site.

Real-Time Field Data Entry for Google Sheets

Digital tech revolutionizes construction project management, integrating field and office operations for enhanced efficiency…

Impact of Data on Reducing Construction Waste and Downtime

Discover how data-driven strategies can cut costs, improve efficiency, and enhance project outcomes in construction by reducing waste and minimizing downtime…

Smithfield Cattle Company Saves Time and Reduces Errors

Smithfield Cattle Company improved efficiency, compliance, and decision-making by integrating GoCanvas Analytics into remote livestock operations…

Connect with an Expert Today.

We’ll help you put together the right solution for your needs.

[Live Webinar] GoCanvas Connect: Features You Haven’t Met Yet

LIVE WEBINAR

GoCanvas Connect:

Features You Haven’t Met Yet

You’re getting results now—but imagine what more you could unlock.

On November 4 at 11 a.m. ET, join GoCanvas experts for a 30-minute live walkthrough of new and underused features that elevate workflows, reporting, management, and more. You’ll see power moves from advanced users and a preview of what’s coming next, so you can picture your business at its best.

You’ll see how to:

  • Simplify workflows with features and integrations.
  • Harness results with smarter team tools and plan.
  • Maximize value with upcoming tools and upgrades.

Ready to go beyond the basics? Register now!

Connect with an Expert Today.

We’ll help you put together the right solution for your needs.

[Live Webinar] Celebrating 2025 Success & Shaping 2026

LIVE WEBINAR

GoCanvas Connect:

Celebrating 2025 Success & Shaping 2026

Winning together. Learning together. Looking ahead.

On October 21 at 11 a.m. ET, join GoCanvas CEO James Taylor and Chief Product Officer Peter Schulz for a 45-minute year-end session as we celebrate customer achievements, share lessons from the trenches, and preview future innovations.

In this session, you’ll:

  • Explore key 2025 GoCanvas product and feature updates.
  • Learn big lessons that deliver measurable results.
  • Discover what’s coming from GoCanvas in 2026.

Ready to close out the year and power up for what’s next? Register now.

Connect with an Expert Today.

We’ll help you put together the right solution for your needs.

Midyear Check-in: Is Your Field Team Set Up for Success?

Midyear Check-in Feature Image

Midyear Check-in: Is Your Field Team Set Up for Success?

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Midyear Check-in Feature Image

The midpoint of the year is the perfect moment to pause and assess how well your field team is performing. A midyear check-in is a chance to evaluate progress, identify areas for improvement, and make necessary adjustments before small issues become bigger problems.

Field operations run fast, and it’s easy to keep pushing forward without stopping to reflect. But without a clear view of your team’s performance data, you risk falling short of annual goals. A well-run check-in helps you stay proactive, track progress, and foster employee engagement for the months ahead.

Midyear check-ins are important for field teams because they help surface challenges that might otherwise stay hidden until the annual performance check-in. Fieldwork is dynamic, and priorities often shift quickly. A midyear evaluation conducted halfway through the year helps managers assess progress, address challenges, and ensure everyone stays aligned on organizational goals.

These check-in meetings give you insight into what’s working and where team members might need support. They also create a space for constructive feedback, helping employees identify areas for growth and build an action plan for the next check-in period. For field teams, this process is critical to keep projects on time, budgets on track, and teams engaged.

Although people often use these terms interchangeably, there’s a subtle difference between a midyear review and a midyear check-in. A midyear review is typically part of the formal performance appraisal cycle. It’s more structured, often documented, and ties directly into annual performance evaluations.

A midyear check-in, on the other hand, is usually a more informal conversation. It’s a chance to talk openly about progress, roadblocks, and next steps without the pressure of scores or ratings. For field teams, both are valuable. A structured review ensures accountability, while a conversational check-in builds trust and keeps communication flowing.

The best approach blends the two: Use your midyear review process to document key points and create an action plan, while leaving room for open-ended questions and discussion.

When conducting midyear check-ins for your field teams, preparation is key. Come prepared with performance data, examples, and specific topics you’d like to discuss. Encourage employees to do the same so the meeting feels like a collaborative conversation, not just an evaluation.

Here’s how to make your midyear check-in effective:

  • Schedule time for each team member: Don’t rush through check-ins. Rather, block out enough time to discuss achievements, challenges, and development plans.
  • Ask the right questions: Use open-ended questions to draw out honest insights. For example, you could ask “What’s one area you’d like to improve over the next few months?” or “What’s getting in the way of your success?”
  • Discuss metrics and performance data: Use specific examples from the field to keep the conversation grounded. This approach makes feedback more constructive and actionable.
  • Identify areas for growth: Help employees see where they can grow and how these growth areas connect to organizational goals.
  • Create an action plan: Outline next steps and follow-ups so employees know what to focus on after the check-in.

By conducting midyear check-ins in a thoughtful manner, you help employees feel supported and motivated for the rest of the year.

Strong performance management is crucial in field operations, where visibility can be limited. After all, relying on paper processes or scattered spreadsheets makes it tough to assess progress or spot issues early. With this in mind, a solid performance management strategy should:

  • Emphasize continuous feedback instead of waiting for the annual review.
  • Use performance data to assess progress toward goals.
  • Foster open communication so employees feel comfortable raising challenges.
  • Directly tie midyear reviews to development plans, helping employees connect daily work with professional growth.

Field service management software can help track performance metrics, manage documentation, and keep all stakeholders aligned, ensuring all members of your field team have the support they need to perform at their best.

Digital templates make midyear check-ins much easier for both managers and employees. Instead of requiring you to start from scratch each time, a template helps ensure you cover the right topics, ask meaningful questions, and keep conversations focused on employee performance and development.

When you conduct midyear check-ins, a good template helps you:

  • Keep meetings structured and on track.
  • Capture key points and performance data for future reference.
  • Make check-ins more consistent across the team.
  • Encourage managers and employees to come prepared with insights.
  • Highlight areas for improvement and next steps.

A solid midyear check-in template often includes sections for:

  • Achievements since the last check-in period
  • Challenges or obstacles faced in the field
  • Metrics or performance data tied to goals
  • Areas for growth and professional development
  • Constructive feedback and discussion points
  • An action plan for the remainder of the year

Templates save time and make the midyear check-in process smoother. They help managers focus on best practices and foster productive conversations that benefit both employees and the organization.

Tracking employee performance in field operations goes beyond simply logging hours worked. In fact, performance data should tie back to business goals and help identify areas where employees might need additional support or professional development. Accurate tracking makes it easier to conduct fair, constructive evaluations and foster growth.

Management software simplifies this process, giving managers the ability to quickly pull performance reports and identify trends early.

Midyear check-ins are a powerful way to assess progress and make necessary adjustments before the year’s end. But if you’re relying on manual processes, staying on top of performance evaluations can be time-consuming and prone to errors. Request a demo and let GoCanvas® help your field service businesses simplify the midyear check-in process by capturing performance data in real time, streamlining documentation, and keeping your team connected.

About GoCanvas

GoCanvas®, part of the Nemetschek Group, is an all-in-one digital solution that transforms the way businesses connect their office and field teams. Our user-friendly platforms simplify and streamline tasks like scheduling, dispatch, inspections, daily reports, work orders, and invoicing—digitizing paper processes to enhance safety and ensuring maximum compliance with industry standards.

Like a Swiss Army knife for the field, it’s versatile, reliable, and built to handle any task—letting you focus on the work that matters.

Check out even more resources

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Eliminate Productivity Killers on Jobsites with Digital Forms

Feature Image_Eliminate Productivity Killers on Jobsites with Digital Forms

Eliminate Productivity Killers on Jobsites with Digital Forms

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Feature Image_Eliminate Productivity Killers on Jobsites with Digital Forms

Across the construction industry, time is one of the most valuable resources—and one of the easiest to lose. If your crews are still using paper-based processes or manually performing time-consuming admin tasks, you’re likely dedicating more time and money than necessary to staying on schedule.

Switching to digital forms allows you to transform your workflows without overhauling your entire operation. With the right tools, you can eliminate wasted time, improve visibility, and help crews spend more time doing the work that moves projects forward.

In construction, small delays can turn into major setbacks, especially when they happen day after day. Paper forms, unclear processes, and manual data entry are among the most common productivity killers found on jobsites.

Teams lose time when they:

  • Manually re-enter data from handwritten forms.
  • Rely on spreadsheets, text messages, or whiteboards to track job progress.
  • Chase missing approvals or incomplete safety documentation.
  • Wait for procurement decisions or supplier updates.

These slowdowns don’t just hurt your schedule; they create gaps in data collection, reduce transparency, and introduce risk into your project delivery. Over time, these inefficiencies can impact everything from KPIs to customer satisfaction.

Digital forms help construction companies remove the bottlenecks that paper processes create. Whether you’re capturing job statuses, safety incidents, or supplier confirmations, mobile devices make it easy to collect, sync, and act on data in real time.

With a platform like GoCanvas®, field teams can:

  • Submit reports, checklists, or estimates from the jobsite.
  • Capture signatures, attach photos, and complete forms on a tablet or phone.
  • Eliminate the need for re-entry or rework back at the office.
  • Automate routine workflows and integrate data directly into construction management tools.

This level of efficiency saves time and reduces errors, improves collaboration, and helps unlock a leaner and more responsive operation.

One of the biggest sources of wasted time is miscommunication between teams. When crews, supervisors, and office staff aren’t aligned, this creates bottlenecks that slow down every part of the workflow—including scheduling, estimates, and supply chain coordination.

Mobile forms help bridge that gap. With real-time data collection and automatic syncing, everyone involved can see what’s been submitted, what’s still in progress, and what needs attention—without having to chase updates.

By ensuring that updates happen in real time, teams can make faster decisions and stay on schedule, even across multiple jobsites.

Administrative work is necessary, but it shouldn’t dominate your team’s day. In many construction companies, crews spend a surprising amount of time completing paperwork, logging hours, and preparing forms for compliance and billing when they could be focusing on actual project work.

With mobile forms, you automate the data collection process, reduce paperwork, and give your team more control over their time. This is especially helpful for field supervisors and construction workers who don’t have access to a desktop during the workday.

Switching from paper to mobile helps you:

  • Automate job check-ins, timesheets, and approvals.
  • Ensure required fields are completed to avoid rework.
  • Reduce errors tied to illegible handwriting or missing data.
  • Save time by eliminating redundant steps in reporting.

For contractors, digital forms present an opportunity to create leaner workflows and boost overall productivity across the jobsite.

Digital forms also give you the chance to standardize your workflows. Instead of relying on crews to remember procedures or update spreadsheets manually, you can build custom forms that guide your crews through exactly what needs to be captured.

This consistency improves data collection, reduces the risk of errors, and helps your business maintain quality across all jobsites. It also ensures you’re capturing the right data to drive reporting, forecasting, and long-term decision-making. With the right software integration and form structure, construction companies can build lean, repeatable processes that scale—without putting extra burden on field teams.

One of our customers was a regional contractor managing multiple teams across residential and commercial projects. Before the switch to GoCanvas digital forms, our customer’s crews relied heavily on paper for daily reports, inspection forms, and procurement requests. This led to delays in updating agreements, missed safety documentation, and hours spent on manual data entry.

In addition to expediting agreement updates, ensuring the completion of safety documentation, and reducing data entry time,  GoCanvas digital forms also improved collaboration between departments by leveraging real-time updates, reducing time-consuming handoffs, and increasing transparency across the company’s operations.

Digital transformation doesn’t always involve complex tools. Sometimes, replacing paper with purpose-built forms is the most effective step in your business strategy.

Digital forms offer one of the simplest ways to remove friction from your daily operations. Whether you’re managing five jobs or 50, GoCanvas helps you digitize, automate, and integrate your workflows so crews can spend more time building and less time on paperwork. Looking for pricing details that fit your needs? Request a demo to get started.

About GoCanvas

GoCanvas®, part of the Nemetschek Group, is an all-in-one digital solution that transforms the way businesses connect their office and field teams. Our user-friendly platforms simplify and streamline tasks like scheduling, dispatch, inspections, daily reports, work orders, and invoicing—digitizing paper processes to enhance safety and ensuring maximum compliance with industry standards.

Like a Swiss Army knife for the field, it’s versatile, reliable, and built to handle any task—letting you focus on the work that matters.

Check out even more resources

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