Recording: GoCanvas Like a Pro: Tricks of the Trade

GoCanvas Like a Pro: Tricks of the Trade

Webinar Overview:

In this on-demand webinar, George Shagoury, VP of Revenue Strategy, and Stephen Minus, Director of Sales Solutions at GoCanvas, explore how GoCanvas is transforming businesses by addressing common challenges and maximizing results.

This on-demand webinar isn’t just about the features; it’s about understanding how GoCanvas can make a real difference for businesses like yours and how to leverage it for greater success.

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Schedule a demo with one of our product experts.

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The ROI of Adopting GoCanvas for Field Service Management

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

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

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

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On-Demand: GoCanvas Like a Pro: Tricks of the Trade

ON-DEMAND WEBINAR

GoCanvas Like a Pro: Tricks of the Trade

In this on-demand webinar, George Shagoury, VP of Revenue Strategy, and Stephen Minus, Director of Sales Solutions at GoCanvas, dive into how GoCanvas is helping businesses overcome common challenges and maximize their results.

They walk through proven methods our customers use for inspections, work orders, and reporting while showcasing advanced features that take your operations to the next level.

This recorded webinar addresses:

  • Top features customers rely on: Discover how businesses are using GoCanvas for inspection, work orders, and daily or weekly reports to streamline operations and save time.
  • Achieving real results: Hear how GoCanvas users have reduced errors, saved time, and cut costs fully utilizing the above features and tools.
  • Taking it to the next level: Learn about advanced features like Dynamic Reference data (DRD), Video Capture, Attachments, and upcoming integrations with Bluebeam and Paycor, to unlock even more potential.

Elevate your business to the next level — fill out the form to access the recording now and start turning your pain points into profits.

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The Future of Construction Project Management

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Advanced Project Management for Construction & Trades

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Case Design Accelerates Sales Cycles with GoCanvas

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Simplify Manager Sign-Off Workflow – GoCanvas

Simplify Manager Sign-Off Workflow – GoCanvas

 

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See how GoCanvas enhances workflow management by providing mobile alerts for task completion, allowing managers to review and sign off with ease, generating PDF reports instantly.

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Streamlining Fire Inspection Checklists: 4 Ways to Boost Efficiency

Learn how to enhance the efficiency of your fire suppression checklists with these 4 practical tips. Ensure fire safety while saving time.

Innovations in Fire Inspection and Reporting Software

Benefits of Digitizing Essential Fire Safety Management Forms

Fire inspection software creates a digital, auditable and compliant system of record for mandatory fire safety management forms.

Unveiling the Latest Innovations in Fire Inspection Software

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Streamlined Field Inspection – GoCanvas

Streamlined Field Inspection – GoCanvas

 

Overview:

Watch how GoCanvas streamlines field inspections with dynamic forms that adapt in real time, using conditional logic to ensure every detail is captured for failed items.

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Streamlining Fire Inspection Checklists: 4 Ways to Boost Efficiency

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Office Dispatch Scheduling – GoCanvas

Office Dispatch Scheduling – GoCanvas

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See how GoCanvas simplifies task scheduling and dispatch coordination, enabling real-time notifications for field workers and improving workflow efficiency.

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Innovations in Fire Inspection and Reporting Software

Benefits of Digitizing Essential Fire Safety Management Forms

Fire inspection software creates a digital, auditable and compliant system of record for mandatory fire safety management forms.

Unveiling the Latest Innovations in Fire Inspection Software

Fire inspection and reporting software simplifies operational management, on-site data collection, and regulatory compliance submissions.

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

Sweeps and Ladders

How Deploying Digital Purchase Orders Increased Close Rates by Nearly 40%

Image of Sweeps and Ladders logo.

Industry: Chimney & Fire Prevention Services

HQ Location: Franklin, TN

Website: Visit Here

Icon of magnifying glass.

Background

Icon of magnifying glass.

Background

Tommy Nelms, owner and founder of Sweeps and Ladders, started out with the mission of providing his customers with top-of-the-line service and expert care. As he began to acquire new customers, Tommy realized that his business needed to run more smoothly.

The Problem

The Problem

Tommy’s CSIA-certified technicians spent tens of hours every week creating paper records for service inspections and purchase orders that would routinely be lost or delayed getting back to the office, costing the business time and money. Eventually, Tommy decided to look at digital solutions to replace his paperwork-heavy processes.

The Solution

The Solution

Despite evaluating solutions such as GoFormz, mHelpDesk, and fillable PDFs, Tommy couldn’t find a dynamic platform that was both easy to use and customizable to meet the needs of his growing business.

Then he found GoCanvas. Within a few short days of signing up, Tommy was already building out digital forms and dispatching tasks to his field technicians. He had finally found a platform that was quick to implement, easy to manage, and contained all the advanced functionality he needed for his service-based business.

The Outcomes

The Outcomes

Within its first year of deploying GoCanvas, Sweeps and Ladders has already seen the benefits of eliminating paperwork.

Previously, technicians weren’t able to create onsite estimates when they visited with clients. Today, GoCanvas allows them to instantly generate customer quotes, review the quotes on their mobile devices, and email copies to customers before even leaving the driveway.

This new process led to improved client interactions and quicker sale cycles, which has accounted for a 40% increase in the company’s overall close rate!

Another major benefit of GoCanvas is service forms. Now, technicians can digitally capture photos whenever they perform jobs, which—in addition to all other information about the job—are auto-generated into a professionally designed PDF for both customer and office staff use.

Now, all Sweeps and Ladders records are automatically stored in a secure cloud database that can be conveniently searched by client name or date… and aren’t buried somewhere in a technician’s truck. Since the company began using GoCanvas for collecting and storing records, it has enjoyed a 35% increase in productivity!

Ready to Rethink How You Work?

GoCanvas has helped various Fire & Life Safety businesses transform their workflows and rethink their project management, ultimately saving them money. Why not do the same? Reach out to one of our experts today to kickstart your process revolution.

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Pro-Techs Surfacing

Jobsite Management Magic: Pro-Techs Surfacing Sees Year-Over-Year Growth and Slashes Billing Delays by 2 Weeks

Industry: Civil Construction

HQ Location: Copley, OH

Website: Visit Here

Overview

Overview

Pro-Techs Surfacing specializes in rubber playground surface installations across the U.S. According to Lead Installation Manager Eric Byrd, Pro-Techs Surfacing experienced significant operational improvements and business growth by leveraging GoCanvas for jobsite management.

Icon of magnifying glass.

Background

Icon of magnifying glass.

Background

Pro-Techs Surfacing installs rubber playground surfaces nationwide, handling both new construction and existing site updates. The team is composed of installers, office staff, and numerous subcontractors working on a multitude of different projects. To streamline operations and improve efficiency, Eric sought a solution to manage work orders, inspections, and overall jobsite documentation.

The Problem

The Problem

Pro-Techs Surfacing’s paper-based system for work orders and inspections was inefficient, leading to delays and miscommunications. This process required physical folders to be returned to the office before billing could occur, causing a significant lag in accounts receivables. In addition, inconsistencies in documentation often resulted in costly rework trips to job sites.

  • Inefficient paper-based documentation
  • Delays in accounts receivables registration
  • Miscommunication leading to rework
  • Lack of professional documentation for customers

The Solution

The Solution

In 2018, Eric implemented GoCanvas to digitize the company’s documentation process, citing the GoCanvas platform’s simplicity and reliability as key factors in the decision. With GoCanvas, Eric created various forms such as job information sheets, site inspections, OSHA injury reports, and incident reports that allowed field workers and subcontractors to submit detailed and professional documentation directly from their mobile devices.

  • Digital forms for work orders and inspections
  • Integration with Quickbase for seamless data flow
  • Real-time form submission from the field
  • Consistent and user-friendly interface

The Outcomes

The Outcomes

The adoption of GoCanvas resulted in significant improvements in operational efficiency and customer satisfaction, including:

  • Better jobsite management: Thousands of forms from every jobsite have been digitized, and insights have been drawn from the data.
  • Increased site inspections: Over 900 site inspections have been completed using GoCanvas.
  • Reduced payment turnaround: The time required to register receivables was reduced by up to two weeks, accelerating the company’s cash flow.
  • Improved customer communication: Clients receive professional, detailed reports with embedded photos, enhancing transparency and trust.
  • Enhanced data analysis: With all data flowing into Quickbase, the company can perform quantitative analyses and make accurate forecasts based on historical information.

“GoCanvas’s jobsite management solution was paramount to our success in completing more jobs year over year.” – Eric Byrd, Lead Installation Manager

Ready to Rethink How You Work?

GoCanvas has helped a variety of construction companies transform their safety processes and rethink their efficiency, ultimately saving them money. Why not do the same? Reach out to one of our experts today to kick-start your process revolution.

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How Technology Powers Fire Safety Inspections and Business Expansion

Igniting Growth: How Technology Powers Fire Safety Inspections and Business Expansion

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Text Version

Traditional methods are failing to keep pace with the rising number of fire hazards. While nonresidential building fires have increased by 20% in the past decade, traditional inspection methods are slow, prone to errors, and limit scalability. This translates to:

  • $3.7 billion in annual losses from nonresidential building fires
  • A staggering 70% increase in fire deaths over the past 10 years
  • Slowed company growth due to wasted time, money, and energy
  • Equipment fires: $671.3 million
  • Unintentional/careless fires: $542.1 million
  • Exposure fires: $532.4 million
  • Electrical malfunction fires: $501.8 million

Swap paperwork for profit. Fire inspection software revolutionizes efficiency, safety, and compliance.

The High Cost of Sticking with Traditional MethodsThe Benefits of Advanced Fire Safety Software

Slow:
Manual inspections with paper forms and clipboards are time-consuming.
Mistakes: A higher chance of errors may lead to fines and damage your reputation.
Limited growth: Outdated methods have contributed to a 21% increase in nonresidential fire dollar losses over the past decade.
Rising fire deaths: There has been a 70% increase in nonresidential fire deaths—the highest cost of all—over the last decade.
Scalability: Digital tools handle more inspections with fewer resources.
Proactive risk management: Software anticipates hazards before they happen and reduces losses.
Enhanced compliance and safety: Automated systems reduce the likelihood of regulatory violations and enhance safety measures.

  • Double your output: Complete inspections up to 50% faster and improve data accuracy.
  • Reduce costs and errors: Streamline workflows, minimize administrative tasks, and decrease losses from equipment fires. 
  • Minimize fines and stay compliant: Simplify regulations and ensure easy access to inspection records.
  • Unlock new markets: Expand your service offerings and reach new customers within growing markets.

Fire has been around forever, but today’s fire safety needs demand the latest technology. Use GoCanvas for your fire safety inspections to ensure efficiency, enhance safety, and expand your operations. Contact us for a demo and see how we can help you innovate and grow. Let’s ignite your success together!

Sources:

Igniting Growth: How Technology Powers Fire Safety Inspections and Business Expansion

Igniting Growth: How Technology Powers Fire Safety Inspections and Business Expansion

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Fire safety inspections are getting a major upgrade, with modern technology helping to save lives, slash costs, and drive business growth. The old ways of doing things just aren’t keeping up, with fires in nonresidential buildings skyrocketing by 20% in the past decade. Clearly, outdated inspections are too slow, error-prone, and can’t scale. This failure to evolve has led to:

  • $3.7 billion in annual losses from nonresidential building fires.
  • A shocking 70% increase in fire-related deaths over the past 10 years.
  • Stunted company growth due to wasted time, money, and resources.

The evidence is clear: Embracing modern fire safety technology isn’t just beneficial, it’s absolutely necessary.

The Evolution of Fire Safety Inspections

Fire safety inspections are essential to ensuring safety, but traditional methods no longer suffice in today’s competitive market. Integrating digital tools into fire safety practices leads to higher precision and tighter efficiency. With technology, inspections become more accurate and compliant without the administrative burden of manual processes. Digital tools cut costs and allow companies to handle more clients without adding extra staff, streamline operations, and open up new opportunities for business growth.

One of the most significant benefits of modern technology in fire safety inspections is the technology’s predictive capabilities. With access to comprehensive data and analytics, fire safety professionals can predict potential issues before they become emergencies. This shift from cumbersome, error-prone manual inspections to streamlined, technology-enhanced processes allows operations to be proactive rather than reactive.

From Paper to Digital: Streamlining Inspection Processes

Replacing manual collection with real-time data collection, storage, and analysis significantly reduces margin for error and sets a new benchmark for compliance and reliability. Digital records are instantly accessible from anywhere and at any time, which helps inspectors retrieve past inspection data, track trends, and ensure consistent compliance without sifting through piles of paperwork. The ability to share digital records instantly across teams and departments makes communication and coordination streamlined and easy.

Revolutionizing Fire Inspections with Advanced Tools

Who would have thought we’d reach a point where the tech in our hands could see through smoke or evaluate risks from the sky? It’s incredible how far we’ve come. From thermal imaging cameras to drones, innovative technologies have permanently changed how fire hazards are identified and managed. In addition to shifting the industry toward proactive prevention and away from reactive emergency responses, technology also opens up new markets to grow your business. Now, we can safely and effectively inspect high-risk or hard-to-reach areas that were previously not serviceable, such as remote locations and complex industrial environments. This capability significantly expands the scope of services fire safety professionals can offer.

Enhancing Visibility with Thermal Imaging Cameras

Thermal imaging cameras have emerged as indispensable tools for fire inspectors, providing a level of enhanced visibility in smoke-filled environments that a human could never achieve. By detecting excessive heat through barriers or smoke, these cameras pinpoint potential fire hazards that would otherwise remain hidden, allowing for more thorough and accurate safety assessments.

Expanding Reach with Drone Technology

Drones enable inspectors to assess areas that were previously inaccessible or hazardous. From rooftops to remote structures, drones provide a bird’s-eye view of potential risks, allowing inspectors to identify combustible materials and structural weaknesses with unprecedented precision. By reducing the need for expensive scaffolding, cherry pickers, or other access equipment, drones offer a cost-effective alternative for conducting thorough and comprehensive inspections.

Integrating Data with Advanced Software Solutions

The role of fire and life safety inspection software cannot be overstated in modern safety assessments. These software solutions automate processes, ensuring critical inspection points are never missed and providing immediate access to actionable data. By integrating data from advanced tools such as thermal imaging cameras and drones, inspectors can streamline workflows, enhance safety outcomes, and drive continuous improvement in fire safety practices.

Fire Protection & Inspection Software made simple

― saving you time & money.

Driving Safety, Compliance, and Business Growth with Digital Solutions

The adoption of fire and life safety inspection software represents a monumental shift in how fire safety inspections are conducted and managed. By enabling more precise and effective inspections, these digital solutions are crucial in identifying potential fire hazards before they escalate into emergencies. Data collected and analyzed by these systems offers invaluable insights into fire safety trends, potential risk factors, and areas for improvement, supporting long-term strategic planning and policy development. Here’s how:

Precision and Efficiency in Inspections

Fire and life safety inspection software empowers inspectors with the tools they need to conduct more precise and efficient inspections. By digitizing inspection processes, these solutions streamline workflows, reduce administrative burdens, and ensure that critical inspection points are never overlooked. Inspectors can easily access and update inspection checklists in real time, capturing accurate data and observations with unmatched efficiency. This precision in inspections enhances compliance with safety regulations while also improving the overall quality and reliability of inspection reports.

Predictive Insights for Proactive Safety Measures

One of the most significant advantages of fire and life safety inspection software is the software’s ability to provide predictive insights that inform proactive safety measures. By analyzing historical inspection data and trends, these solutions can identify potential fire hazards before they escalate into emergencies. This proactive approach allows organizations to implement targeted interventions and preventive measures, reducing the likelihood of fire incidents and minimizing risk to lives and property. With the power of predictive analytics at their fingertips, fire safety professionals can anticipate challenges, allocate resources more effectively, and stay one step ahead of potential threats.

Enhancing Collaboration and Communication

Fire and life safety inspection software facilitates clear collaboration and communication among stakeholders involved in the inspection process. Through centralized platforms and cloud-based data management systems, inspectors can easily share inspection reports, findings, and recommendations with building owners, facility managers, regulatory authorities, and other relevant parties. This transparent and efficient exchange of information fosters greater accountability, enhances decision-making processes, and ensures that corrective actions are promptly addressed. By promoting collaboration and communication, digital solutions strengthen stakeholder relationships and foster a culture of safety and compliance.

Continuous Improvement through Data Analysis

Data collected and analyzed by fire and life safety inspection software offers invaluable insights into fire safety trends, potential risk factors, and areas for improvement. By leveraging advanced analytics capabilities, organizations can identify patterns, outliers, and emerging threats to make data-driven decisions and prioritize resources effectively. This continuous improvement cycle enables organizations to refine their fire safety strategies, optimize preventive measures, and adapt to evolving regulatory requirements. By harnessing the power of data analysis, organizations can create safer environments, protect more lives, and mitigate the impact of fire emergencies.

Grow Your Fire Safety Inspection Business with GoCanvas

Fire has been around forever, but today’s fire safety needs demand the latest technology. Use GoCanvas for your fire safety inspections to ensure efficiency, enhance safety, and expand your operations. Contact us for a demo to learn how we can help you innovate and grow.

  • Double your output: Complete inspections up to 50% faster and with improved data accuracy.
  • Reduce costs and errors: Streamline workflows, minimize administrative tasks, and decrease losses from equipment fires.
  • Minimize fines and stay compliant: Simplify regulations and ensure easy access to inspection records.
  • Unlock new markets: Expand your service offerings and reach new customers within growing markets.

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.

GoCanvas and Device Magic logo

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Man in oil and gas industry using digital forms on tablet.

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Mobile Fire Inspections: A Game Changer for Fire Safety Professionals

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True Homes Streamlines Inspections & Increases Sales by $1M

Two people in an office looking at a tablet.

How Home Builder True Homes Streamlined Inspections & Increased Sales by $1M

Industry: Construction, Home Building

HQ Location: Monroe, NC

Website: Visit Here

The Problem

The Problem

True Homes, a North Caroline home builder, saw paper forms build up as they worked on four new homes per day. The main source of the pileup involved the inspection process at each construction site. The multi-page packets of paper that covered every section of the house could take hours to fill out at a time when the new homebuyer was eager for the entire process to be over. This led some homebuyers to become frustrated and dissatisfied, which eventually led to a decline in True Homes’ customer referral rate. 

On the back end, it was taking the staff in the office a minimum of 6 to 7 minutes to extract information for reporting purposes. And with over 45 project managers filling out 5 to 10 forms per day, this equated to an average of 450 hours per month spent on extracting data from paper forms. 

The Solution

The Solution

True Homes reached out to GoCanvas to begin the process of streamlining its entire walk-through inspection process. The senior mobile consultants at GoCanvas began working with the field operations manager at True Homes to develop a 117-question mobile inspection that included built-in scoring. The new mobile inspections, used on a mixture of iOS and Android devices, were pushed out to project managers of all ages and tech knowledge. While many embraced the new way of doing things on mobile devices, a few were resistant to change after many years of using paper. But after a couple weeks of using the new system, they realized that the benefits far outweighed the initial learning curve. 

The new mobile inspections helped project managers identify issues and quickly communicate these concerns to the vendors in order to have them corrected immediately. With GoCanvas mobile forms, the inspections could easily be broken down by the different areas of the home, include embedded site photos, and be quickly completed without dragging the homeowner through a 2- to 3-hour process. This streamlined inspection process led to issues being resolved before homeowners even realized something was wrong, which ultimately resulted in much happier customers. 

Ultimately this led to a 19% increase in referrals from customers in just 12 months.

450 HOURS

per month spent
on extracting data
from paper forms

19%

increase in customer
referral rate

$1M+

return on investment in 12 months

The Outcomes

The Outcomes

Since deploying GoCanvas to its project managers, True Homes has seen dramatic benefits to its business. Not only is the company collecting data faster, but staff members are also able to view real-time reports and dashboards via the database integration with Microsoft Power BI. GoCanvas’s connection with Zapier made the process of getting automatically collected data pushed out to BI systems hassle free, with no need for experienced developers. 

True Homes has also taken advantage of GoCanvas’s extensive list of project management features, including the folder functionality that allows clients in the construction industry to easily sort and organize the various types of mobile inspection forms they have created. This makes extracting information by location or home section a breeze, significantly reducing the 7 minutes it used to take to extract information from each paper inspection form. 

After going mobile with its inspection process, True Homes saw higher overall customer satisfaction, increased employee productivity, and improved data reporting. Ultimately, True Homes’s transition from paper to mobile yielded a $1M+ increase in sales within the first 12 months after the company deployed GoCanvas. 

Ready to Rethink How You Work?

GoCanvas has helped a variety of businesses across multiple industries transform their safety processes and rethink their efficiency, ultimately saving them money. Why not do the same? Reach out to one of our experts today to kickstart your process revolution.

Check out even more resources

Three inspection workers on job site.

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A electrician inspecting equipment.

See how VIP Lighting optimized efficiency with GoCanvas

VIP Lighting is a retail lighting and electrical maintenance business that services over 10,000 retail locations all over Australia and New Zealand. Before GoCanvas, VIP Lighting had two separate systems that were impossible to integrate, leading to inefficiencies. GoCanvas made it easy to integrate their systems into single, centralized platform…

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