Quick Start: Build Digital Forms in Minutes

The Studio feature image

Quick Start: Build Digital Forms in Minutes

Quick Start is the fastest way to create mobile forms in GoCanvas®. You don’t need to be an expert in mobile forms. Upload a PDF, drag and drop fields onto your PDF, test, and deploy—all in one place.

Quick Start is ideal for businesses needing quick, simple digital forms. It’s perfect if you:

  • Want to keep your PDF’s look and feel
  • Need a basic form without complex logic
  • Are new to mobile form tools
  • Fast and simple: Get started in minutes!
  • No learning curve: Intuitive drag-and-drop design
  • Optimized for mobile: Seamless experience for field teams
  • Integrates seamlessly: Works with GoCanvas analytics and integrations
  • Free trial access: Available for trial and current GoCanvas users

Quick Start focuses on speed and simplicity, so advanced features like conditional logic and tables are not supported.

  1. Upload your PDF: Start with a blank copy of your PDF.
  2. Drag and drop fields: Add dropdowns, photos, required fields, and more.
  3. Test instantly: Preview the mobile experience and sample report.
  4. Publish and deploy: Launch your form in minutes.

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

Simplify mobile field data capture with The Studio. Upload digital PDF forms, drag and drop fields, and deploy forms quickly…

5 Best Practices for Small Business Data Collection

Discover five data collection best practices for small businesses. Streamline processes, safeguard data integrity, and upgrade with GoCanvas…

NAC Mechanical Services Saves $450,000+ using GoCanvas

NAC Mechanical Services saved $450,000 with GoCanvas. Learn how digitizing records and streamlining processes boost efficiency and cost savings…

Get Started Today!

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

Inside Look: Q&A with Our VP of Product & CEO on the Latest Product Release

Inside Look: Q&A with Our VP of Product & CEO on the Latest Product Release

Inside Look: Q&A with Our VP of Product & CEO on the Latest Product Release

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Are you eager to dive deeper into the latest GoCanvas release? Get ready for an exclusive conversation between Brent Nieder, our VP of Product, and Viyas Sundaram, our CEO, as they share their insights into the release. Discover what drove the latest updates, the challenges the team encountered, and the impact this new release has on customers. This blog unravels the core vision that truly sets GoCanvas apart in the market, encompassing everything from the exploration of new features to the exciting prospects that lie ahead.

Q: Brent, can you provide us with an overview of the key features and advancements introduced in the latest release of GoCanvas?

Brent: Absolutely. Our latest product update represents a significant leap forward in terms of functionality and user experience. We’ve given the back office a simple, yet powerful, new way to monitor all of the work that’s in progress. It’s now easier to plan ahead and schedule the right people for the project – and, just as importantly, react effectively when plans need to change. One of the other standout features is our advanced analytics capabilities, which empower users to derive actionable insights from their data like never before. Additionally, the platform now supports richer data capture options, including photos and videos, making it more versatile than ever. Overall, GoCanvas is designed to enhance productivity, streamline workflows, and provide users with the tools they need to succeed in today’s digital landscape.

Q: Viyas, how do you envision GoCanvas impacting business operations and efficiency?

Viyas: GoCanvas represents a transformative tool for businesses of all sizes. By centralizing projects, reducing paperwork, and enhancing communication, it empowers teams to focus on driving results. With features like advanced analytics and customizable dashboards, GoCanvas enables data-driven decision-making and operational efficiency. Ultimately, it sets a new standard for business technology, fostering agility and innovation in an increasingly digital landscape.

Q: Brent, what were some of the challenges faced during the development of the latest release, and how were they addressed?

Brent: Developing the latest release was indeed a complex process, but our team was up to the challenge. One of the main hurdles we faced was ensuring seamless integration with existing systems used by our clients. This required extensive testing and collaboration with our customers to ensure compatibility and interoperability. Additionally, incorporating user feedback while maintaining the release timeline was another significant challenge. However, through innovative solutions and a relentless commitment to quality, we were able to overcome these obstacles and deliver a product that exceeds expectations.

With GoCanvas, we received inspection information within seconds, reducing our 10-14-day turnaround to 72 hours.

Q: Viyas, what are your expectations for the adoption of the latest update, and how do you see it evolving in the future?

Viyas: I have high expectations for the adoption of the latest release, driven by its user-centric design and powerful features. I anticipate strong adoption rates across industries, as businesses recognize the transformative potential of the platform. Looking ahead, we’re committed to continuous innovation, guided by user feedback and emerging industry trends. Future updates may include more advanced AI capabilities, deeper analytics, and greater customization options. Our goal is to keep GoCanvas at the forefront of business technology, meeting the evolving needs of our customers and helping them stay ahead of the curve.

Q: Brent, can you provide insights into how GoCanvas addresses compliance and security concerns for businesses?

Brent: Compliance and security are top priorities for us, and our latest release reflects that commitment. We’ve implemented robust security protocols to safeguard sensitive data and ensure compliance with industry regulations. From encryption to access controls, every aspect of the platform is designed with security in mind. Additionally, our team works closely with regulatory bodies to stay ahead of emerging compliance requirements and adapt our platform accordingly. With GoCanvas, businesses can trust that their data is secure and compliant, allowing them to focus on their core operations without worrying about potential risks.

Q: Viyas, what is Job Site Management, and why is GoCanvas pivoting towards it?

Viyas: Job Site Management (JSM) involves streamlining day-to-day operations of frontline workers with back-office tasks, enhancing scheduling, planning, time management, quality assurance, invoicing, and reporting. GoCanvas is shifting towards JSM to help blue-collar industries succeed beyond just forms, focusing on connecting frontline operations with the back office for improved efficiency.

Q: Brent, what challenges do job sites face, and how does GoCanvas address them?

Brent: Communication breakdowns are a significant headache for job sites, leading to operational chaos, project delays, cost accruals, and poor quality work. GoCanvas aims to tackle these challenges by providing real-time collaboration, data insights, and streamlined project management, ensuring work is delivered on time, on budget, and at a high quality.

Q: Viyas, any final thoughts on the latest release and its potential impact on the business landscape?

Viyas: Yes, of course, our latest release is a significant step towards our goal of becoming the leading project management solution for the skilled trades. We empower teams to deliver exceptional work, on time, and within budget, without compromising quality or compliance. This update further transforms the way our skilled trade customers operate in the digital age, showcasing our commitment to excellence and innovation.

As we conclude, the message is clear: with GoCanvas, you can streamline your data capture, customize your workflows, tailor your dashboards to your business needs, and make informed decisions based on powerful analytics. The path forward involves embracing these tools to not only improve current processes but to also unlock new potentials within your business. We’re ready to support your transition and ensure that you can harness the full power of GoCanvas, setting the stage for growth, efficiency, and success in an increasingly digital world.

Interested in Exploring GoCanvas?

Schedule your walkthrough today and step into a smarter, more efficient way of managing your projects!

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.

Connect with an Expert Today.

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

Create Your Own QR and Bar code Scanning in GoCanvas for iOS and Android Devices

Create Your Own QR and Bar code Scanning in GoCanvas for iOS and Android Devices

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When it comes to your business, productivity is key. A QR and barcode scanning option can make life a lot easier for you and your employees by streamlining work orders, tracking inventory, and much more.

Our scanning technology has been a popular feature for many types of industries such as the construction industry, the service industry, the petroleum industry, the transportation sector, and the energy sector. Here’s how some our customers have utilized QR and barcode scanning to fulfill their business’ needs:

  • Inspections
  • Work Orders
  • Timecards
  • Daily-Weekly Reports

GoCanvas offers, for FREE, the ability to add Barcode & QR code scanning to any of your GoCanvas mobile forms. Retail, warehousing, field services, manufacturing and other businesses reap productivity benefits in using QR and barcode scanning including: 

  • Error Reduction: Scanning data is much more accurate than having users manually enter data.
  • Time Savings: Scanning dramatically reduces the time your employees spend gathering information, especially when doing inventory.
  • Elimination of Paper: GoCanvas mobile forms store all of your data in the cloud, eliminating the need for paper records.
  • Improved Customer Service: By speeding up work order and inventory processes, you can improve your customer service.

Here are the steps to add QR and barcode scanning functionality to your GoCanvas forms.

  1.  Log on to the GoCanvas website and open the forma you wish to use.
  2.  Add a QR/Barcode field to the screen within the form where you would like to use this feature.
  3.  Name the QR/Barcode field whatever you like, “Scan Barcode,”; and press the “Enter” key.
  4.  Make sure to press “publish to device” to make your changes live on your smartphone or iOS device.

The good news? Your mobile device already has a built-in barcode and QR code scanner/QR and barcode reader, which is (the camera app) so, you don’t need to download any software.

Once the desired form has the QR and barcode field(s) added, you are ready to move on to your smartphone or tablet and start using this functionality.

On your device, you will launch and log in to the GoCanvas client as usual and then launch the form you just added the QR or barcode field to. You will now see the text “Capture Barcode” below the barcode field.

Create your own mobile apps with GoCanvas!

Click the “Capture Barcode” button

  • You will now see a green square in the center of the screen.
  • Line up the product’s barcode or QR code within the square to capture.
  • The square will turn green or red (depending on the device) and the code will be captured like taking a picture. You don’t have to do anything more than line up the code within the box and wait for it to capture.
Create your own mobile apps with GoCanvas!
  • Once the code has been captured you will see the screen go back to your GoCanvas form and the Barcode field will be populated with the code.
Create your own mobile apps with GoCanvas!

You can supercharge your application by having your code pull up a product catalog, price, patient record, location history, or anything at all. Learn more about this feature and info on using QR or Barcode scanning with Reference Data. 

Scan QR codes and barcodes in real-time and save the hassle of manually inputting information. The GoCanvas QR and barcode scanner functionality integrates with your existing mobile forms and applications to make data collection faster and more accurate. You can also use our code scanner for all types of QR and barcode formats for inventory management, asset tracking, timekeeping, customer check-in, and more! GoCanvas forms are available on iPhones and Android phones and our solution can be found in Google Play, Amazon, and Apple app stores. Learn more about setting up your own QR codes and barcode functionality today.

If you have any issues or need assistance setting up this or any of our features please don’t hesitate to contact us.

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

business people discussing project

Gown Your Business with GoCanvas Partner Program

Join our Partner Program and gain instant access to our global network of thought leaders and industry experts enjoying shared collaboration and collective success.

Forte Supply Chain Solutions Partner Video

Partner Snapshot: Forte Supply Chain Solutions

Explore how Forte Supply Chain Solutions partnered with GoCanvas, combining in-house industry expertise with our white-label mobile forms to revolutionize their processes.

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GoCanvas Integrations: Streamline your Workflow

Integrate with over 1,000 software applications. Enhance your GoCanvas experience by syncing real-time data to one or all of your business tools.

Connect with an Expert Today.

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

7 HR Apps for Increasing Efficiency

7 HR Apps for Increasing Efficiency

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Human resources professionals are often in charge of a wide variety of important internal corporate systems. With so many processes to manage, making the most of your HR time and keeping necessary documents organized is essential. Here are eight types of human resources apps that will help you increase efficiency in your HR role or department. 

The frequency and volume of employee applications can be overwhelming for HR professionals. When shifting through piles of paper applications for prospective employees, it can be challenging to organize information and compare qualifications. The Basic Job Application app allows applicants to enter information electronically, which is then easily accessible to the HR department. This can improve your company’s hiring process as HR more quickly identifies and hires top applicants before they find jobs elsewhere.

Getting new employees onboarded to the company and started in their roles often falls into the human resources department. You can detail the hiring and onboarding processes in the New Employee Checklist app. Having all of the information you need in one place can help make onboarding quick and comfortable for both you and your new employee. 

Creating and customizing your employee handbook just got a whole lot easier with the Employee Handbook Template. Edit this handbook to meet the specific parameters of your company and distribute it with ease thanks to its mobile export options. This template app makes it easy to edit your handbook and keep information up-to-date as your company evolves. 

A significant part of the role of HR professionals includes making sure employees are happy with their workplace, job, team, and employers as well as ensuring that they have what they need to be successful. Collecting and reviewing this information while remaining confidential can be difficult to efficiently balance. The Employee Satisfaction Survey mobile app is designed to help you measure and record the satisfaction of your employees so that you can maintain a safe and happy workspace.

Staff performance reviews can determine the future of your employees and influence their growth within the company. Making this process efficient while compassionately handling an employee’s future can be challenging. The Staff Performance Review mobile form can help you with each of your annual or quarterly employee reviews. This template formats reviews on a clear scale from 1 to 5. With the performance expectations already captured electronically, you will be able to spend more time focusing on your employee during your performance review. This information is formatted in a clear manner that HR professionals and staff members being reviewed can sign off on with the signature capture feature. 

Whether an employee quits, gets laid off, or is fired, the offboarding process is never easy for human resources. Not only do you have to record their exit interview, but you may also have to simultaneously manage the process of finding their replacement, redistributing their work, or facilitating corporate downsizing. The Exit Interview Form can ensure that everything efficiently and professionally gets recorded during an employee’s exit interview. You can tailor this mobile app to include details relevant to your company. With all of the necessary questions and fields in one place, you can ensure nothing is overlooked, even during the most stressful exit interview processes. 

Streamlined efficiency is an easy way to make disciplinary measures during an HR violation a little easier. The Notice of Disciplinary Action app makes it simple to keep records of HR issues encountered with an employee. The app’s signature capture collects employee acknowledgment of the incident, and next steps. With the convenience of this mobile form, you can easily edit the required fields and include other information depending on the specifics of the incident and the disciplinary action taken. Related apps include:

These can be used to streamline the issuing and recording of various disciplinary measures taken by HR. 

There is a vast selection of apps available to help HR professionals manage safety. Keeping your workplace and all of the employees inside of it safe and secure is of the highest importance. These applications can help you ensure safety while maintaining OSHA or OHS compliance with ease. The safety apps that would best serve you depend on your company’s industry, but a few popular HR safety apps include:

Each of these and other human resources applications can be edited and customized to your company’s unique needs. 

The GoCanvas system can help you improve accuracy and efficiency in your human resources department. Request a demo from the GoCanvas experts to see how we can help your business reduce paper consumption and streamline workflow across departments—including HR. You can try GoCanvas for free to get started 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

business people discussing project

Gown Your Business with GoCanvas Partner Program

Join our Partner Program and gain instant access to our global network of thought leaders and industry experts enjoying shared collaboration and collective success.

Forte Supply Chain Solutions Partner Video

Partner Snapshot: Forte Supply Chain Solutions

Explore how Forte Supply Chain Solutions partnered with GoCanvas, combining in-house industry expertise with our white-label mobile forms to revolutionize their processes.

Closeup of a handshake.

GoCanvas Integrations: Streamline your Workflow

Integrate with over 1,000 software applications. Enhance your GoCanvas experience by syncing real-time data to one or all of your business tools.

Connect with an Expert Today.

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

How to Convert Your Paper Forms to Digital Versions: 4 Simple Steps

How to Convert Your Paper Forms to Digital Versions: 4 Simple Steps

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Staying in step with the latest digital trends can be a difficult topic for growing businesses to navigate. This difficulty extends to the digital conversion process, which can be complicated and intimidating; however, paper processes are slower, less effective and more expensive than digital variants. Thankfully, GoCanvas has optimized the digital form creation process to make it easy for companies to transition from paper-based processes. Here’s how to create a mobile form in just four simple steps. 

First, simply create a GoCanvas account, which includes a free trial with no credit card required.  The sign-up process is simple and intuitive, with on-screen guidance to help you if any issues arise. Should you find yourself in need of any assistance, you can access the website’s Help Center or the online chat feature. By creating a GoCanvas account, you unlock a wide variety of features that are designed to help your business thrive in the world of digital form creation. 

download the GoCanvas App

Next, download the free GoCanvas app for your Android or Apple device. Encourage your entire team to download the app during the free trial period to take advantage of the benefits that widespread company usage can provide. Sign in to your account on your mobile device to begin converting your forms.

The GoCanvas mobile form creation process is guided by on-screen instructions, as well as a simple ‘drag and drop’ App Builder tool, making the digital conversion process fun and easy. Use the GoCanvas App Builder to create your first mobile form. 

To get started, log in to your account and follow these steps: 

  • Click on the ‘Apps’ tab in the left-hand menu bar.
  • Click the blue ‘Create App’ button in the upper right-hand corner.
  • Choose a template—you can select from many templates including workorders, invoices, estimates, Inspections, waivers, and more, or you can choose a blank template to start fresh.
  • Add and edit fields to fit your businesses data collection needs, and don’t forget to save your app regularly to avoid losing your work.
  • Once your form is built, click the blue ‘Publish to Device’ button

Your new form app will be immediately available on your mobile device, ready for you and your team to start collecting data. 

Once the structure of your form is created, you can customize your app’s PDF output. Each time you fill out a GC mobile app, a PDF is automatically generated that can be immediately emailed to customers. You can customize the look and feel of this PDF by adding your brand’s logo, changing the colors of the form, or even adding a unique form field that helps you stand out from your competitors. Learn more about PDF customization here.

Now that your forms and PDF are tailored to your company’s needs, you can begin filling out and sharing your mobile forms. This allows you to take advantage of countless benefits, including:
Online Mobile Forms

  • Ease of Access: Digital forms allow you to take your documents with you everywhere you go with your mobile device. This makes it easy to access your forms while out of the office and in the field. They even work offline.
  • Streamline Business Processes: GoCanvas allows customers to pay and sign directly on the digital form and through the app. This can help save you and your employees the time and hassle involved with paper-based processes. 
  • Brand Expansion: Your brand’s image will become more easily recognizable as you customize all of your internal and external forms and documents. Easily add your company’s logo, name, slogan, business license, and more to each of your forms. 
  • Save Money: Eliminate the printing, toner, and mailing costs associated with paper processes to save your business thousands of dollars each year.

As you convert more of your paper processes to mobile, you will see the effect that these benefits have on your company’s efficiency. These advancements extend to every facet of your business, improving the experience of your management, employees, and customers.

Mobile form conversion has the potential to revolutionize your business. If you don’t believe how easy it is to convert your paper processes to digital, send us your form and we will convert it for you for free! Sign up for GoCanvas for today to kickstart the digital future of your company’s success!

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

business people discussing project

Gown Your Business with GoCanvas Partner Program

Join our Partner Program and gain instant access to our global network of thought leaders and industry experts enjoying shared collaboration and collective success.

Forte Supply Chain Solutions Partner Video

Partner Snapshot: Forte Supply Chain Solutions

Explore how Forte Supply Chain Solutions partnered with GoCanvas, combining in-house industry expertise with our white-label mobile forms to revolutionize their processes.

Closeup of a handshake.

GoCanvas Integrations: Streamline your Workflow

Integrate with over 1,000 software applications. Enhance your GoCanvas experience by syncing real-time data to one or all of your business tools.

Connect with an Expert Today.

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

Introducing GoCanvas Analytics – Turn Your Data Into Actionable Insights

Introducing GoCanvas Analytics – Turn Your Data Into Actionable Insights

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Many businesses struggle to keep up with their paperwork and miss out on opportunities to better collect and share information from their forms and processes. GoCanvas helps companies ditch the paperwork and capture operational data with mobile devices to improve efficiency. In addition to helping organizations capture more valuable information–including pictures, GPS locations, conditional data, and automatic calculations–we also help companies do more with this data through workflows, dispatching, and sharing with customers and colleagues. 

Our customers create millions of submissions (and many millions of more data points) with GoCanvas every month to power their businesses across a variety of industries. 

But what happens when you have all of this data and are looking for insights? Gleaning insights from submission data have historically been a bit of a chore–requiring customers to either manually download this data into a spreadsheet or build out an integration with another reporting system.

Naturally, our customers have been asking us to deliver built-in reporting capabilities. 

We’ve listened to our customers and are pleased to announce GoCanvas Analytics: a powerful solution that enables you to convert your submission data into interactive dashboards. Visualize key data in real-time and gain insights to help your business perform even better.

GoCanvas Analytics puts the data in your hands, allowing you to uncover deeper insights and make more informed decisions with greater impacts on your success. With our reporting suite, you’ll be able to build and share at-a-glance dashboards and visualizations using your GoCanvas submission data to:

  • Spot trends and anomalies in your core lines of business
  • Drill into key data points to get a better understanding of what’s happening with your business
  • Make data-driven decisions to cut down on things that are not working and double down on those things that are working well
  • Share dashboards with team members across your company to keep people informed
  • Create alerts to proactively notify you when anomalies arise
GoCanvas Analytics dashboard

Our goal is to make this accessible to anyone on your team who needs it, so everyone can see what’s happening and make the changes necessary to improve your business.

Sign up to learn more about GoCanvas Analytics or contact your Account Manager today to learn more. We have already started to roll out our reporting platform to customers, and we are excited to hear how you can use this to help drive your business forward. 

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

business people discussing project

Gown Your Business with GoCanvas Partner Program

Join our Partner Program and gain instant access to our global network of thought leaders and industry experts enjoying shared collaboration and collective success.

Forte Supply Chain Solutions Partner Video

Partner Snapshot: Forte Supply Chain Solutions

Explore how Forte Supply Chain Solutions partnered with GoCanvas, combining in-house industry expertise with our white-label mobile forms to revolutionize their processes.

Closeup of a handshake.

GoCanvas Integrations: Streamline your Workflow

Integrate with over 1,000 software applications. Enhance your GoCanvas experience by syncing real-time data to one or all of your business tools.

Connect with an Expert Today.

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

6 Ways to Organize Workflow Using GoCanvas

Achieving a balanced, healthy workflow is a key threshold for all successful businesses. The organization of your office workflow can affect your company’s productivity, employee performance, office dynamics, and customer satisfaction. Thankfully, programs like GoCanvas can now help you streamline your workflow to optimize business performance. Here are six ways to organize workflow for a healthier and more productive system. 

The GoCanvas system’s collaboration services provide complete transparency between management and employees, making it easier than ever to ensure that everything gets done as it should. This system stratifies dispatch processes in a controlled chain of order and distributes this information using an internal calendar. This is an efficient way to let workers in the field know where they need to go, who to consult on site, and what they need to get done.

Additionally, internal tasks can be easily streamlined; one common example of this is the timecard completion and approval App, which digitally replicates the time tracking process using the mobile GoCanvas system. With fields marked as “required,” employees will no longer be able to submit incomplete timesheets. The ease of use and access guarantees that all employees are able to send in time cards electronically, eliminating the need to drive paper time cards back to the office. The Workflow feature also allows you to handle approvals in real-time, and monitor the progress of the in-progress timesheet conveniently from your mobile device. All of these features collectively work to ensure that your entire team is on the same page and working as a unit.

Manual data reentry can create unnecessary monotony and inconsistency in your processes, wasting valuable corporate time and energy. GoCanvas’s Reference Data functionality allows you to pre-populate fields with information you already have, information that’s relevant to your business. Organized by spreadsheets on the backend of your account, this GoCanvas feature helps you enter information quickly and correctly. Examples of Reference Data include:

  • Customer Records 
  • Product Lists and Costs
  • Accounting Codes
  • Service Pricing
  • Other data specific to your business

This feature can speed up your workflow processes, saving you, your employees, and your customers a significant amount of time. 

With GoCanvas, you can send pre-filled forms such as service orders to techs in the field, edit dispatch calendars real-time, and assign Apps to your employees. This reduces the time wasted by missed memos and forgotten schedules. As your workload changes throughout the day, your office can compensate with immediate updates to field workers. This reduces the wasted time that poor communication causes, promoting an efficient work environment.

It is no secret that the paper documentation process can be much more time consuming than the digital alternative; however, print processes are often needed where signatures are required. This is why GoCanvas has made implementing digital signatures into your workflow processes easy and accessible. Reduce the need to print, sign, and scan your signature-required documents when you convert to digital signatures. This conversion also allows you to digitally organize your documents while simplifying the signing and sharing processes. Switching to digital signatures is easier than you might anticipate with GoCanvas, as mobile signatures are enabled automatically on the app. 

Converting to mobile forms using the GoCanvas app allows you to take your company’s processes with you wherever you go. Access your business information just as easily from a job site as you can from within your office. Blank templates, such as estimates, inspections, invoices, waivers, and work orders are just a few examples of the forms that can be created, distributed, filled out, signed, and accessed from your mobile device with GoCanvas. By giving you the power to design custom forms unique to your company’s processes, GoCanvas makes it easy for you to support your workflow where it is needed most. You’ll find that the reliability and convenience of mobile forms can benefit multiple facets of your workflow organization, including both your internal and client-facing processes. 

Using your Square-enabled GoCanvas App, you can now streamline your sales and purchase order processes. This partnership provides all of the notable qualities of Square services integrated directly into your company’s internal Apps. Digitally process payments without expensive or overcomplicated software systems, which require unnecessary attention from your office. This digital processing also allows you to reduce the wait time involved with manual payment processing. 

GoCanvas is designed to optimize businesses and support an organized workflow. Upgrade your company today by creating a GoCanvas account, and see for yourself how this platform can help you save up to 1,400 workplace hours annually. Try it risk-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.

Check out even more resources

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How GoCanvas Can Help Your Small Business

How GoCanvas Can Help Your Small Business

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GoCanvas is designed to increase productivity, reduce the time needed to complete complicated data collection processes, and save your small business money. Learn more here about how GoCanvas can help you optimize your small business.

GoCanvas makes it easier to capture, edit, share, and store the information essential to your small business. With your GoCanvas account, you can easily convert your paper processes and forms to mobile versions. This allows you to take the information essential to your company with you everywhere you go and access it at any time right from your mobile device. Additionally, you can create a more eco-friendly business model and save money on paper, file cabinets, ink cartridges, shredding, and more. 

Often lacking the tools and resources expendable to larger companies, it can be difficult for small businesses to keep up with the rapidly-growing transition to mobile-optimized services. GoCanvas is working to bridge this gap and help small businesses easily mobilize their paper-based processes. Using GoCanvas can help you keep your small business profitable and competitive. 

Quickly share your work orders, inspections, estimates and other documents with your customers and employees. GoCanvas allows you to accelerate your internal and external processes with immediate digital sharing capabilities. Switching to GoCanvas eliminates the risk of lost, damaged, and incomplete paper forms as well as reduces communication issues caused by illegible handwriting. Use GoCanvas to accelerate your business processes by getting information to clients faster than ever, while eliminating the headaches caused by paper-based processes. 

Get your entire team on the same page using GoCanvas dispatch. Assign tasks, create custom inspection checklists and more while at the office and send directly to your field techs. You can even send custom apps and forms directly to your employee’s mobile devices. Use GoCanvas to keep your employees informed, get your company organized, and communicate with ease to ensure everything gets done exceptionally and on time. 

GoCanvas allows you to customize both the app where you collect the data, as well as the PDF that is automatically generated once an app is completed.  This simple customization is enabled with GoCanvas’s ‘drag-and-drop’ form builder tool, which allows you to add a personal touch to every one of your mobile form apps. Once you fill your app, the PDF can also be customized, including logo, fonts, colors, layout and more. GoCanvas’s easy customization saves you money and extends the reach of your small business brand as you add your custom look to every form, document, and checklist you create.

GoCanvas eliminates the need to manually rekey data from paper forms. Integrate the information you capture in the GoCanvas app directly into your accounting software and other software such as DropBox, Google Drive, Box, Microsoft Excel, Evernote and more. 

GoCanvas knows how difficult it can be for small businesses to stay ahead in competitive markets. The GoCanvas system simplifies challenging processes and makes dynamic features easily accessible to small businesses. These include:

  • Payment Processing: Small business payments are now easier than ever! Simply process payments using your Square-enabled GoCanvas app. 
  • Work Online or Offline: GoCanvas features allow users to work offline, so you can access your GoCanvas account from almost anywhere. 
  • Business Insights: GoCanvas can synthesize data from your internal app usage (submissions) and upload this information into a spreadsheet to help you understand your business and optimize your performance. 
  • Electronic Signatures: e-signatures are essential to the success of small businesses working through mobile platforms. This is why GoCanvas created easy-to-use electronic signature capabilities. 

Each of the GoCanvas features was designed to simplify your work and help your small business stand out from the rest. Explore these and other GoCanvas offerings with a free trial of ALL of the GoCanvas features, including our most advanced business tools. 

The GoCanvas systems and processes are designed to be user-friendly and intuitive, so assistance is rarely required. Additionally, GoCanvas has step-by-step guides for all of the platform’s tools and processes, as well as available on-screen guidance while you work. If all else fails, you can request support at any time, and the GoCanvas customer support team will provide direct assistance to your small business

Ready to revolutionize the way that you work? Take advantage of these benefits and others when your small business partners with GoCanvas. Download the GoCanvas app and create a free account for your small 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.

Check out even more resources

business people discussing project

Gown Your Business with GoCanvas Partner Program

Join our Partner Program and gain instant access to our global network of thought leaders and industry experts enjoying shared collaboration and collective success.

Forte Supply Chain Solutions Partner Video

Partner Snapshot: Forte Supply Chain Solutions

Explore how Forte Supply Chain Solutions partnered with GoCanvas, combining in-house industry expertise with our white-label mobile forms to revolutionize their processes.

Closeup of a handshake.

GoCanvas Integrations: Streamline your Workflow

Integrate with over 1,000 software applications. Enhance your GoCanvas experience by syncing real-time data to one or all of your business tools.

Connect with an Expert Today.

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

Release Notes: API Keys

Release Notes: API Keys

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We’ve added the ability to generate unique API keys for authenticating the GoCanvas API. By default, the API accepts the username and password of an authorized GoCanvas user as required parameters. We’ve added a second option to generate a unique API Key that can be used to access the API instead of logging in with your username and password. These will allow other systems to access your account without giving out your username and password. Click here to read more about how it works.

Note: At this time, you are unable to use API Keys for authentication and use Business Insights and/or Zapier integrations on 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

business people discussing project

Gown Your Business with GoCanvas Partner Program

Join our Partner Program and gain instant access to our global network of thought leaders and industry experts enjoying shared collaboration and collective success.

Forte Supply Chain Solutions Partner Video

Partner Snapshot: Forte Supply Chain Solutions

Explore how Forte Supply Chain Solutions partnered with GoCanvas, combining in-house industry expertise with our white-label mobile forms to revolutionize their processes.

Closeup of a handshake.

GoCanvas Integrations: Streamline your Workflow

Integrate with over 1,000 software applications. Enhance your GoCanvas experience by syncing real-time data to one or all of your business tools.

Connect with an Expert Today.

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

GoCanvas is one of Inc. Magazine’s Best Workplaces 2019

GoCanvas is one of Inc. Magazine’s Best Workplaces 2019

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GoCanvas is one of the highest-scoring businesses, with standout employee engagement

Reston, VA (May 16, 2019) – GoCanvas, whose products simplify how companies collect, process and analyze information, has been named one of Inc. magazine’s Best Workplaces for 2019, the fourth annual ranking in the fast-growing private company sector.

Hitting newsstands May 28 in the June 2019 issue, and as part of a prominent Inc.com feature, the list is the result of a wide-ranging and comprehensive measurement of private American companies that have created exceptional workplaces through vibrant cultures, deep employee engagement, and stellar benefits. Collecting data on nearly 2,000 submissions, Inc. singled out 346 finalists.

Each nominated company took part in an employee survey, conducted by Omaha’s Quantum Workplace, on topics including trust, management effectiveness, perks, and confidence in the future. Inc. gathered, analyzed, and audited the data. Then we ranked all the employers using a composite score of survey results. This year, 74.2 percent of surveyed employees were engaged by their work—besting last year’s 72.1 percent.

The strongest engagement scores came from companies that prioritize the most human elements of work. These companies are leading the way in employee recognition, performance management, and diversity. It’s a different playbook from a decade ago, when too many firms used the same template: free food, open work environments, and artifacts of “fun.”

“It is incredibly rewarding to see our work on building a culture of innovation through empathy recognized by both our employees and the industry,” said James Quigley, CEO and Founder of GoCanvas. “This recognition on a national scale shows that we are on the right track in realizing our goals of being an employer of choice that is able to employ a talented workforce ready to solve customer challenges with digitizing manual workflow.”

All companies had to have a minimum of 10 employees and be U.S.-based, privately held, and independent—that is, not subsidiaries or divisions of other companies.

While researching the finalists, Inc. and Quantum saw distinct themes:

  • 99 percent provide health insurance—and some cover the cost.
  • 49 percent allow employees to bring pets to work.
  • 65 percent take employees to offsite retreats to relax and recharge.
  • 16 percent offer paid sabbaticals to reward length of service.

“With today’s tight labor market, building a great corporate culture is more important than ever,” says Inc. magazine editor in chief James Ledbetter. “The companies on Inc.’s Best Workplaces list are setting an example that the whole country can learn from.”

GoCanvas’s passion is building mobile products that enable businesses to digitize information and be more responsive to their customers. The cloud-based, customizable app works on smartphones and tablets, empowering SMB customers to digitally collect data and realize its value in improving workflow, communications, and operational processes.

GoCanvas is trusted by thousands of businesses throughout 70 countries, automating millions of workplace activities, making it one of the fastest growing mobile platforms in the world. Most recently, the company has been named as a “Best Place to Work” by Washingtonian Magazine, Washington Business Journal, and Inc. Magazine and has landed on the Deloitte Fast500 list in 2017 and 2018. To learn more, visit beta.gocanvas.com.

Founded in 1979 and acquired in 2005 by Mansueto Ventures, Inc. is the only major brand dedicated exclusively to owners and managers of growing private companies, with the aim to deliver real solutions for today’s innovative company builders. Winner of Advertising Age’s “A-List” in January 2015, and a National Magazine Award for General Excellence in both 2014 and 2012, Inc. has a monthly audience reach that’s grown from two million in 2010 to more than 20 million today. For more information, visit Inc.com.

Quantum Workplace is an HR technology company that serves organizations through employee engagement surveys, action-planning tools, exit surveys, peer-to-peer recognition, performance evaluations, goal tracking, and leadership assessment. For more information, visit QuantumWorkplace.com.

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

business people discussing project

Gown Your Business with GoCanvas Partner Program

Join our Partner Program and gain instant access to our global network of thought leaders and industry experts enjoying shared collaboration and collective success.

Forte Supply Chain Solutions Partner Video

Partner Snapshot: Forte Supply Chain Solutions

Explore how Forte Supply Chain Solutions partnered with GoCanvas, combining in-house industry expertise with our white-label mobile forms to revolutionize their processes.

Closeup of a handshake.

GoCanvas Integrations: Streamline your Workflow

Integrate with over 1,000 software applications. Enhance your GoCanvas experience by syncing real-time data to one or all of your business tools.

Connect with an Expert Today.

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

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