Field Operations

Spring-Clean Your Workflows: How Automated Solutions Simplify Operations

Posted on by lynne salie

Spring-Clean Your Workflows:
How Automated Solutions Simplify Operations

| |

Spring isn’t just for deep-cleaning your home—it’s the perfect time to refresh and optimize your business processes. If your team is overwhelmed with paperwork, struggling with outdated processes, or facing communication gaps, it’s time to declutter your operations with automated workflow solutions.

Switching to digital workflow software eliminates inefficiencies, improves accuracy, and facilitates collaboration between field teams and office staff. Let’s explore how automation can streamline your workflows and set up your business for long-term success.

The Hidden Costs of Outdated Workflows

Still relying on manual processes? You may be facing challenges like:

  • Time-consuming data entry: Paper forms require manual input, leading to delays and human errors.
  • Lost or damaged documents: Physical paperwork can be misplaced, lost, or destroyed.
  • Compliance risks: Inaccurate records increase the risk of regulatory violations and fines.
  • Communication breakdowns: Field teams struggle to efficiently relay information to the office.
  • Inefficient resource allocation: Without real-time data, decision-making slows down.

These inefficiencies lead to unnecessary costs and operational bottlenecks. The good news? Digital workflow solutions provide a smarter, more efficient way to manage operations.

How Digital Solutions Transform Workflows

Modern businesses are adopting workflow automation solutions to improve efficiency and maintain compliance. Here’s how going digital can revolutionize your operations:

1. Eliminate Paperwork with Digital Workflows

While paper-based processes are prone to errors and inefficiencies, automated workflow solutions enable teams to collect, process, and instantly share data. With GoCanvas®, businesses can:

  • Capture signatures, images, and GPS data.
  • Automate form submissions and data processing.
  • Reduce administrative workload by eliminating stacks of paperwork.

2. Improve Communication with Real-Time Data Sharing

Miscommunication between field and office teams leads to costly errors. Digital workflow platforms ensure seamless, real-time data transfer, allowing teams to:

  • Respond faster to urgent tasks.
  • Improve efficiency across departments.
  • Reduce the need for back-and-forth emails and phone calls.

3. Automate Repetitive Tasks

Manual data entry and approval processes slow down productivity. With automated workflow solutions, businesses can:

  • Route reports automatically to the right departments.
  • Generate real-time reports and alerts.
  • Eliminate bottlenecks in approval processes.

4. Improve Compliance and Safety Tracking

For industries like construction, logistics, and facility management, compliance is critical. Digital tools make it easier to maintain regulatory standards with:

  • Digital safety checklists
  • Real-time compliance tracking
  • Automated OSHA reporting

5. Integrate Your Systems for Seamless Operations

Digital transformation isn’t just about adopting new tools—it’s also about ensuring they work together. Workflow automation software integrates with:

  • Accounting systems
  • Project management platforms
  • CRM tools and other business software

6. Expand Your Business with White Labeling and Embedding

Want to offer your own branded workflow solutions? White Labeling and Embedding options let businesses customize digital workflow tools under their brand to create seamless, personalized solutions for clients.

Pa(in)perwork

❌ Slow

❌ Frustrating

❌ Costly

Go Digital

Make the Switch

Implementing Workflow Automation Software

A smooth transition to workflow automation involves:

  1. Auditing current processes: Identify inefficiencies and areas for digital optimization.
  2. Choosing the right tools: Select automation solutions tailored to your needs.
  3. Training your team: Ensure employees are comfortable with digital tools.
  4. Monitoring and optimizing: Continuously evaluate and refine workflows.

Pro Tips for a Smooth Integration

  • Start small: Test automation with a pilot program before full implementation.
  • Involve your team early: Encourage adoption by involving employees in the transition.
  • Measure success: Track improvements in time savings, error reduction, and compliance rates.
  • Ensure system compatibility: Verify seamless integration with existing software.

Future-Proofing Your Workflow Automation

Automation is an ongoing process. To maximize efficiency:

  • Regularly update automation rules to align with evolving business needs.
  • Invest in employee training to ensure adoption and effective use.
  • Stay compliant with regulations by updating workflows accordingly.
  • Leverage analytics to uncover additional areas for improvement.
  • Scale automation by expanding workflows to new departments or services.

Choosing the Right Workflow Automation Tool

Not all automated workflow solutions are created equal. When selecting a tool, consider:

  • Ease of use: No-code automation options allow quick setup without IT support.
  • Integration capabilities: Ensure the tool syncs with your existing systems.
  • Scalability: Choose a solution that grows with your business.
  • Automation capabilities: Look for customizable automation features.
  • Reporting and analytics: Gain insights to optimize workflows over time.

GoCanvas integrations ensure seamless workflow automation, eliminating inefficiencies and reducing manual effort across your organization.

Real-World Workflow Automation Success Stories

Construction and Field Services

Problem: Paper-based safety checklists caused OSHA compliance delays.
Solution: Digital safety inspections enabled real-time compliance tracking.
Results: Our client reduced paperwork errors and improved response times.

Logistics and Transportation

Problem: Manual fleet inspections led to overlooked maintenance issues.
Solution: Automated maintenance tracking improved vehicle uptime.
Results: Our client reduced maintenance-related delays.

Facility Management

Problem: Disorganized service requests slowed down response times.
Solution: Automated task management instantly assigned work orders.
Results: Our client enjoyed faster response times and reduced downtime.

Partner with GoCanvas for Smarter Workflows

Spring is the perfect time to refresh and optimize your business workflows. Say goodbye to paperwork, reduce inefficiencies, and partner with GoCanvas. Our automated workflow solutions help businesses improve compliance, streamline operations, and improve productivity. Request a demo today!

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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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Follow-Ups: Streamlining IssueResolution inField Operations

Follow-Ups: Streamlining Issue Resolution in Field Operations

What Are Follow-Ups?

Follow-Ups let you report, assign, track, and close out issues on a job. With Follow-Ups, you get real-time field updates so issues can be addressed quickly with full office visibility.

Who Should Use Follow-Ups?

Follow-Ups are ideal for businesses looking to optimize their operations by equipping their teams with a reliable, automated process for correcting issues in the field.

Why Use Follow-Ups?

  • Quick Resolution: Digitally manage field issues in real time.
  • Operational Efficiency: Eliminate manual paper processes.
  • Office Visibility: A trackable task is created for every follow-up.
  • Complete Reporting: Download submissions with follow-up documentation.

How It Works

  1. Office adds Pass/Fail field: Choose the Pass/Fail field option when creating your form.
  2. Inspector marks an item as failed: When an inspector marks “fail” for an on-site issue, this will automatically trigger a follow-up prompt requiring additional information about the issue.
  3. Inspector fills out follow-up and assigns user: The inspector fills out the follow-up form with comments and photos, then assigns a technician and due date.
  4. Technician addresses the issue: The new user is notified of the follow-up assignment and can resolve the issue by adding comments, photos, and a signature.
  5. Office downloads form submission: The office can download the form submission with follow-up information and easily share it with customers or other systems.
DOWNLOAD THE PDF

Ready to see Follow-Ups in action?

Take the interactive tour below to explore its features or book a free demo with one of our product experts to learn more.

Additional resources

Introducing The Studio: Next-Generation Form Building with Brent Nieder

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Get Started Today!

See how Quick Start can streamline your mobile form-building process.

Request Your Demo

Live Webinar: The Studio: Quick Start Your Way to Digital Forms

LIVE WEBINAR

The Studio: Quick Start Your Way to Digital Forms

Take your forms to the next level with the new GoCanvas Studio! On February 19 at 12 p.m. EST, join GoCanvas Senior Product Manager Ellen Beck and VP of Product Brent Nieder for an inside look at how Quick Start in the new GoCanvas Studio simplifies form creation by keeping your PDF’s original look and feel intact.

In this live session, you’ll learn how Quick Start:

  • Transforms your PDF into a fully digital form while preserving branding and style.
  • Makes customization easy with drag-and-drop functionality.
  • Streamlines data collection with mobile-friendly, professional outputs.
  • Deploys your forms instantly, ready for use in the field.

We’ll also tease the powerful features of The Studio coming soon, including AI-driven form building. Whether you’re digitizing paper forms or optimizing existing ones, Quick Start is the easiest way to start.

Don’t miss out: Register today to experience the future of form-building with Quick Start!

SAVE YOUR SPOT

February 19, 2025
12:00 PM EST | 09:00 AM PST

Connect with an Expert Today.

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

Let’s Build A Plan Together

Recording: Next-Gen Field Work: What’s Here & What’s Coming Next

Next-Gen Field Work: What’s Here & What’s Coming Next

Webinar Overview:

In this on-demand webinar, our VP of Product Brent Nieder and Strategic Retention Manager Jordan Rash break down the newest tools GoCanvas® has in store for 2025.

From powerful enhancements to upcoming releases, see how these features can streamline your workflow, save you time, and help you work smarter—not harder. Watch and learn how GoCanvas can make a real difference for businesses like yours and how to leverage the tool for greater success.

Want to learn more about GoCanvas?

Schedule a demo with one of our product experts.

Request a Demo

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On-Demand: Next-Gen Field Work: What’s Here & What’s Coming Next

ON-DEMAND WEBINAR

Next-Gen Field Work: What’s Here & What’s Coming Next

Exciting new features are here, and even more are on the way! In this on-demand webinar, our VP of Product Brent Nieder and Strategic Retention Manager Jordan Rash break down the newest tools GoCanvas® has in store for 2025.

From powerful enhancements to upcoming releases, see how these features can streamline your workflow, save you time, and help you work smarter—not harder.

Here’s what you’ll learn:

  • Builder 3: Redesigned with your feedback, offering advanced loops, a cleaner interface, and enhanced settings.
  • Repeat Dispatch: Set it and forget it—automate recurring tasks as easily as scheduling a meeting.
  • Easy Form: Digitize paper forms effortlessly with intuitive drag-and-drop functionality, streamlining your data collection
  • Issue Tracking: Upgrade how you flag, report, and manage field issues with automated workflows.

Plus, see how features like Video Capture and Mobile Attachments are already helping out in the field.

Don’t miss out! Fill out the form to access the recording now.

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Live Webinar: Next-Gen Field Work: What’s Here & What’s Coming Next

LIVE WEBINAR

Next-Gen Field Work: What’s Here & What’s Coming Next

Exciting new features are here, and even more are on the way! Join Brent Nieder, VP of Product, and Jordan Rash, Strategic Retention Manager on November 12 at 1 PM EDT for a live webinar where they’ll break down the newest tools GoCanvas has in store for 2025.

From powerful enhancements to upcoming releases, see how these features can streamline your workflow, save you time, and help you work smarter—not harder.

Here’s what you’ll learn:

  • Builder 3: Redesigned with your feedback, offering advanced loops, a cleaner interface, and enhanced settings.
  • Repeat Dispatch: Set it and forget it—automate recurring tasks as easily as scheduling a meeting.
  • Easy Form: Digitize paper forms effortlessly with intuitive drag-and-drop functionality, streamlining your data collection.
  • Issue Tracking: Upgrade how you flag, report, and manage field issues with automated workflows.

Plus, see how features like Video Capture and Mobile Attachments are already helping out in the field.

Don’t miss out! Fill out the form to register now and secure your spot for this must-attend webinar!

SAVE YOUR SPOT

November 12, 2024
1:00 PM EST | 10:00 AM PST

Connect with an Expert Today.

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

Let’s Build A Plan Together

The Ultimate Guide to Managing Work Orders in Field Service Management

Posted on by lynne salie

The Ultimate Guide to Managing Work Orders in Field Service Management

|

Picture this: You’re in the middle of a hectic day. The phone’s ringing off the hook, your techs are scattered across town, and somehow you’ve got to make sure every job gets done on time and to the client’s satisfaction. It’s a tough gig—and without solid work order management, it can quickly spiral into chaos. Whether you’re in construction, HVAC, plumbing, or any other field service industry, managing work orders effectively is crucial. In this guide, we’ll explore how to make that process smoother, with a particular focus on how GoCanvas can be your go-to tool.

What Is Work Order Management in Field Service?

Let’s start with the basics: Work order management is about organizing and tracking every task that needs to be done in the field. It’s not just making sure your technicians are in the right place at the right time, it’s ensuring that every job is done right and nothing falls through the cracks.

Each job starts with a work order detailing what needs to be fixed and where, along with any special instructions your technicians need to get the job done efficiently. Good work order management makes sure tasks are tracked from start to finish, minimizing errors and maximizing productivity.

The Key Challenges in Work Order Management

While work orders are critical to field service management, they also come with several challenges, including:

Scheduling Conflicts

Ever had two jobs overlap because of scheduling errors? It’s a frustrating situation, especially when it could have been avoided with better coordination. Manual scheduling can lead to double bookings or underutilized techs, creating a domino effect of delays and missed deadlines.

Lack of Real-Time Visibility

Without real-time updates, you’re flying blind—meaning you might not know if a job is running long or a technician is having trouble until it’s too late. This lack of visibility can lead to miscommunications and inefficiencies that impact your bottom line.

Manual Processes and Paperwork

From requiring you to track down a lost work order to making you decode illegible handwriting, paperwork and manual processes can slow you down. The resulting headaches leave you with more administrative work and less time to focus on the tasks that matter.

How GoCanvas Transforms Work Order Management

Here’s where GoCanvas comes into play. Think of it as a tool designed to make your job easier from the office to the field. With GoCanvas, you get a solution that provides the following benefits:

Real-Time Job Tracking

GoCanvas gives you and your team the power of real-time tracking. No more guessing or waiting for updates—you can see exactly where your techs are and what’s happening with each job, helping you avoid scheduling conflicts and ensure everything runs smoothly.

Mobile Access

Your techs are always on the move, so your work orders should be too. GoCanvas allows your team to access and complete work orders on their mobile devices, equipping them with the ability to update job statuses, capture photos, and even get customer signatures while in the field. This equates to less paperwork and more efficiency.

Automation and Integration

GoCanvas automates routine tasks and integrates with your existing systems, reducing manual entry and the resulting errors. You can automate job assignments, update statuses automatically, and ensure that your data flows seamlessly across platforms.

Pa(in)perwork

❌ Slow

❌ Frustrating

❌ Costly

Go Digital

Make the Switch

Benefits of Using GoCanvas for Work Orders

Here’s why GoCanvas could be a game-changer for your business:

Increased Productivity

By automating tasks and providing real-time updates, GoCanvas helps your team work smarter, not harder. The result: Jobs get done faster and with fewer hiccups, giving your techs more time to focus on their work.

Enhanced Customer Satisfaction

Timely and efficient service leads to happier customers. With GoCanvas, your techs are better prepared and more organized, which translates to fewer delays and higher-quality work. Happy customers are repeat customers.

Cost Savings

Less paperwork and fewer errors mean lower operational costs. By optimizing your processes and reducing downtime, GoCanvas helps you get more done with fewer resources, ultimately boosting your profitability.

GoCanvas Features for Work Order Optimization

GoCanvas offers several features specifically designed to optimize work order management in field service businesses, including:

Real-Time Job Tracking

GoCanvas gives you and your team the power of real-time tracking. No more guessing or waiting for updates—you can see exactly where your techs are and what’s happening with each job, helping you avoid scheduling conflicts and ensure everything runs smoothly.

Digital Forms

Replace paper-based forms with digital versions that can be completed on site by technicians. These forms can be customized to capture specific job details, customer signatures, and photos, ensuring accuracy and reducing errors.

Workflow Automation

GoCanvas allows you to automate the work order process from creation to completion. Set up automated triggers that assign work orders based on technician availability or job location, ensuring that no task is overlooked.

Real-Time Reporting

Generate real-time reports on job progress, technician performance, and customer satisfaction—then use this data to identify areas for improvement and make more informed decisions about your operations.

GPS and Time-Tracking

Track your technicians’ locations and monitor how long workers spend on each job to improve accountability and ensure they’re using their time efficiently.

Integration Capabilities

GoCanvas integrates with popular field service management platforms, accounting software, and customer relationship management (CRM) systems, allowing for seamless data flow across departments.

The Bottom Line: Why GoCanvas Makes Sense

Managing work orders doesn’t have to be a juggling act. With GoCanvas, you get a tool that simplifies the field service management process, reduces errors, and helps you stay on top of every job. By streamlining your work order management, you can focus on what you do best—delivering top-notch service.

Ready to see how GoCanvas can transform your work order management? Connect with a GoCanvas expert to start your journey to a more efficient, streamlined operation today.

Back to Top

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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Streamline Your Workflow With Job Card Apps

Posted on by lynne salie

Streamline Your Workflow With Job Card Apps

Job Card Apps – Examples & Templates

What Is a Job Card?

Job cards are used to record all the key details that workers need to know about a job or task to be performed as part of a work order. Companies in many industries leverage job cards, including construction, manufacturing, engineering, electrical, plumbing, HVAC, and more.

What Should a Job Card Include?

Job cards should include all the important elements needed to complete an assigned job, such as:

  • Client information and project-specific details
  • Time logs that capture the amount of time spent on the job by each worker
  • A clear scope of work and what is being done
  • Sections to record time, materials, stock, and total costs
  • Signature lines for workers, project managers, and clients
  • Space for relevant images and additional notes

Each job card is customized to the specific task and job at hand. While job cards have historically been managed using paper forms, more companies are switching to job card apps to digitize their workflows.

Why Use an App for Job Cards?

App for job cards are becoming popular because they allow workers to capture and submit information from anywhere on a mobile device or tablet. Instantly having all relevant information digitized is a time-saver for teams, and businesses benefit from eliminating paper forms. Some of the main advantages of using digital forms include:

  • Real-time updates: Keep your construction projects on track with immediate updates and job status tracking, ensuring seamless communication across your team.
  • Accessibility: Empower your field workers and remote teams with access to job cards from anywhere, enhancing mobility and productivity on construction sites.
  • Accuracy and error reduction: Reduce manual entry errors and ensure precise data input with automated job card management, improving overall project accuracy.
  • Efficiency: Speed up the creation, updating, and management of job cards, saving valuable time and resources while increasing your project’s efficiency.
  • Data integration: Integrate with other construction management systems (e.g., inventory management, time tracking, payroll) for a cohesive and streamlined data flow.
  • Reporting and analytics: Generate detailed reports and analytics to monitor performance, identify bottlenecks, and make informed decisions, driving your construction project’s success.
  • Environmental impact: Contribute to sustainability by reducing your use of paper-based job cards and embracing eco-friendly digital solutions.
  • Document management: Consolidate all construction-related documents, images, and notes in one centralized app, making it easier to manage and retrieve critical information.
  • Compliance and record-keeping: Ensure compliance with industry standards and regulations by maintaining the accurate and up-to-date records essential for audits and inspections.

Mobile job card apps simplify processes for everyone involved. Job card apps can be customized to include all the key details, form fields, and automatic calculations for time and material costs, along with digital signatures and image capture for additional context. Once submitted, the information is automatically generated into a report or PDF and sent to everyone who needs it.

Seamless Job Management Process

Many companies benefit from integrating job card apps with other business processes. Modern app platforms are designed to automate work and fit seamlessly into workflows on jobsites and out in the field.

In addition to integrating job card apps, companies can enhance their job management processes by including features such as quotes, contracts, work orders, dispatching systems, invoicing, and payment processing.

Platforms like GoCanvas can enable your business to streamline all these tasks, creating a smooth end-to-end process for managing jobs. Using our no-code app platform, companies can digitize their operations and enable employees on jobsites and in the field to easily enter data using their mobile devices.

Our tools are designed to be simple, giving businesses of all sizes the ability to save time, reduce risk, and gain a competitive edge by embracing digital technologies. To learn more, visit our website or get started for free using one of the job card templates listed next. By starting with one of our templates, you’ll see how easy it is to build and customize apps for job cards and many other key business processes.

Job Card App Examples and Templates

Material and Labor Job Card Mobile App

The material and labor job card app helps you keep track of all materials used for a project, and also includes a worksheet for recording all associated labor. The material section covers everything from supplies acquired during the project to offcuts left over after the work is done.

material and labor job card example

Subcontractor Job Card Mobile App

This subcontractor job card app is used to collect all relevant information required by a general contractor for an ongoing contract or job, including project requirements, scope of work, estimated cost, estimated completion date, risk analysis, and more. Once the contractor requirements form is filled out, the job card sheet is stored for your records and can be edited as needed, making it easy for general contractors to keep up-to-date records for construction projects and all other jobs that involve subcontractor employees.

subcontractor job card app example

Engineering Job Card: Service Installation Mobile App

The engineering job card app lets professional engineers record information about excavation and reinstatement work. This mobile application can be customized to meet customer expectations, including those surrounding preventative maintenance and quality assurance.

engineering job card app example

Crew Job Time Card

The crew job time card app streamlines labor tracking on construction sites by equipping you to capture essential information such as crew member names, job/project details, and specific dates. Record each worker’s start, end, and break times, document tasks performed, and utilize GPS tagging for location verification. The app also allows for supervisor signoffs, photo uploads, and the addition of notes for comprehensive job documentation. Use real-time updates and cloud storage to access and manage your time cards from anywhere, ensuring precise payroll processing, efficient project management, and compliance with labor regulations. Enhance productivity and keep your projects on track with our user-friendly, all-in-one solution.

Looking for something different?

We offer hundreds of pre-built forms with a variety of features to meet all your business needs. Discover more in our Form Template Library.

Ready to transform your job management process? Schedule a free demo with GoCanvas today and discover how our job card apps can streamline your workflow.

Back to Top

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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Improving Your Operations with Field Service Management Software

field service software
Posted on by Caroline Brezovec

Improving Your Operations with Field Service Management Software

| |

Whether you have two or 200 employees, your business’ success depends on their hard work. Passionate, motivated team players are the difference between surviving and thriving. But in field service, your employees are often far from the office. So how do you know which employees are carrying their weight? 

Time cards and field reports can be one way of trying to find out. But paper forms take time to get back, and are limited in information. Field Service Management software with mobile apps can improve your internal visibility and ability to make strategic decisions faster. Continue reading this article to learn how mobile apps built for the field can help with features designed to improve your operations and workflows.

Improving Your Operations with Mobile Apps: 3 Key Features to Consider

Field service management software has many applications and use cases. One important reason for many companies to implement the technology is to improve the data they collect from the field. The idea is to enrich the information collected in the field and make it accessible to view from anywhere, in real-time. Here are three key features that help you gain more visibility into your field operations with software:

Feature #1: Time and date stamps

Let’s say your paper work order says the work took three hours, but what if the customer only remembers the work taking two hours? This puts you in an awkward position with your customer and employee. By going mobile you can create more accurate records of hours worked. Simply open up a work order or service report, and the time is automatically entered. The app can even calculate time worked based on clocking in and clocking out. Time and date stamps ensure better accuracy and fewer issues for both invoices and payroll. Mobile time cards help businesses spend less on tracking employees and more on their actual work.

Feature #2: Image Capture

Sometimes, the work you need to do is obvious. You need to fix a major water leak or install a heating system. But for some businesses, like pest control, the work can be less obvious. Or if your work is technical, like pool maintenance, text can be confusing to customers. For the office, text isn’t verifiable. Adding pictures can be incredibly helpful for your business and customers. With one click, a mobile app gives you a great visual. It’s easier to show termite damage with a photo than with words. Visuals makes it easy for both your office and customers to understand. Photos educate clients and build trust in your work and analysis. Your business enjoys visual confirmation that work is either needed or was performed.

Feature #3. Dispatch

Sending out job information to field employees can be a hassle. Either they have to drive to and from the office between jobs, wasting time and gas. Or, they have to constantly check their email or phone for job information. How can you be sure that they get it, and follow through on the work? A dispatch system improves communication and provides more oversight. Dispatch with GoCanvas for Field Service Management can also track the progress of these appointments. The dispatch feature will show when employees opened the dispatch, when they started filling out the work order, and when it was completed. Sharing job information becomes easier, and you know when the job is done in real time. 

Oversight is never perfect. However, mobile apps allow you to have a better understanding of field employees’ work — not only when and where employees work, but also what they did. Being available in real time also helps you make strategic decisions about your workforce and ensure you have the strongest and most effective team.

Contact GoCanvas if you are ready to see how field service management software can help you save time and money (both in the field and in the office). We can share more of the features that make GoCanvas both easy to use and customizable to fit your unique business needs.

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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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Should You Connect Field Service Management Software with QuickBooks?

field service software
Posted on by Caroline Brezovec

Should You Connect Field Service Management Software with QuickBooks?

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Field service management software has shown to increase productivity both for employees in the field and operations teams in the office. You may be wondering how field service management software works with your existing tools, for things like your accounting system. This article explains how field service management software can work in sync with an accounting system, like QuickBooks.

What is field service management software for Quickbooks?

Accounting software is one of the most popular tools in place, ensuring that businesses maintain a proper balance sheet and process payroll on time. Tools like Quickbooks are widely used by organizations to serve all of their accounting needs with software.

Field service management software is another popular category of software, often used to replace the paper forms, documents, or spreadsheets that are used in the field to capture data. By digitizing information using mobile forms and apps, field service organizations are able to streamline their operations and boost productivity by automating how data is collected and shared. 

Field service management software, like GoCanvas, and accounting software like QuickBooks, offer businesses of all sizes powerful tools to enable their operations. Cloud-based technology has become easier than ever to connect using APIs and integrations to sync data in real-time between systems. This means that field service management software can fit neatly into your company’s existing processes and share data instantly from the field, to the office, and to any other stakeholders that need the information.

Does GoCanvas for field service management integrate with Quickbooks?

As a leader in field service management software tools, GoCanvas provides an easy-to-use platform for mobile data collection and reporting. Our platform is designed to integrate with many of the tools your business already has in place, including QuickBooks. 

Here’s how it works:

  • For QuickBooks Desktop: Our out-of-the-box solution, the GoCanvas Quickbooks Connector, integrates with the desktop version of Quickbooks.
  • For QuickBooks Online: Our professional services team can help you integrate your GoCanvas apps with Quickbooks Online.
  • For Zapier Customers: You may also be able to integrate GoCanvas with Quickbooks online through Zapier. Zapier is a third party service that allows their customers to connect different cloud-based services to one another to automate more of the tedious day-to-day tasks that they might be doing manually. 

Does this make sense for your business?

You may be wondering if it makes sense for your business to connect accounting software data with data from a field service management tool like GoCanvas. Here are the top reasons for leveraging an integration:

#1. Enrich information in the field 

Field service management software empowers your workers in the field to do their jobs easily from a mobile device or tablet. An integration makes this even more powerful by enriching forms with existing information that you already have in your accounting system.

For example, you may need accurate pricing information available to technicians in the field in real-time. Instead of relying on out-dated pricing information or manually jumping between different tools to find what’s needed, all of this information can be synced using an integration.

In this example, you can use real price data from QuickBooks for parts and materials inside your GoCanvas forms to create the proper totals on your customer charge documents. By connecting these systems, data is automatically synced in real-time, meaning you always have accurating pricing information available directly in your FSM solution.

There are many ways to enrich information in the field, including things like pre-populating forms with known information like customer records and project data, helping to cut down on the time it takes to fill out forms in the field. Consider the time-savings and productivity gains, and you can see how it makes sense to enrich information in the field, whenever possible.

#2. Sync data from the field back to the office

One of the main benefits of field service management software is the ability to rapidly collect data from the field and have it sync back to the office for more streamlined operations. Taking this a step further, a data integration can help to ensure that data from the field is automatically connected to the other tools that are used. This eliminates the need for manual data entry and cuts down on the time it takes to process information.

For example, you may need to accurately track inventory based on what has been used by your employees in the field and on job sites. With GoCanvas for FSM, you can track inventory based on real submission data and have it automatically update the inventory quantities in QuickBooks. This will simplify workflows and ensure that data is up to date and consistent across systems.

#3. Automating workflows

Cloud-based tools are designed to increase productivity for businesses, meaning that automation is a key reason for implementing these tools in the first place. One way to scale your business is by creating automated workflows that kick off one task, once another task has been completed. This involves no extra work from your team, meaning they can spend less time on busy work and more time on high value tasks.

For example, you may need to create an invoice once work has been completed in the field. With GoCanvas for FSM, you can set up an automatic invoice creation workflow that will save your accountant the hassle of manually entering invoices into QuickBooks. While these digital processes may take some time upfront to set up, there is significant benefit to your business. We have covered how it benefits your employees’ productivity, but the other key benefit is to your customers and their experience. By moving the customer experience to digital interactions that are connected, you provide a seamless digital experience for your customers that makes it easy for them to do business with you. 

To learn more about GoCanvas for field service management and how we can integrate with QuickBooks, contact our team here and we can set up a time to answer any questions you may have about technology to scale your business. If you already have GoCanvas or want to learn more about our integrations, check out this resource on our website and additional documentation here.

Back to Top

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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Two people in hard hats looking off camera.

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Companies rely on collecting data in order to operate. In a fast-changing world, companies that focus on streamlining and improving their data collection processes will be able to do more…

Read the Blog
Person in safety vest smiling.

How the Best Field Services Businesses Use Mobile Apps

Mobility and field service: the talk has been happening forever. The idea that real-time information improves customer service and boosts technician productivity is changing…

Read the eBook

Connect with an Expert Today.

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

Let’s Build A Plan Together
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