{"id":35375,"date":"2020-10-30T21:26:49","date_gmt":"2020-10-30T21:26:49","guid":{"rendered":"https:\/\/www.gpsinsight.com\/?p=35375"},"modified":"2023-03-02T13:00:09","modified_gmt":"2023-03-02T20:00:09","slug":"your-business-needs-digital-forms","status":"publish","type":"post","link":"https:\/\/www.gpsinsight.com\/blog\/your-business-needs-digital-forms\/","title":{"rendered":"3 Key Reasons Your Business Needs Digital Forms"},"content":{"rendered":"

[et_pb_section fb_built=”1″ fullwidth=”on” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_fullwidth_image src=”https:\/\/www.gpsinsight.com\/wp-content\/uploads\/2020\/10\/digital-forms-hero.jpg” alt=”digital forms” title_text=”digital forms hero” admin_label=”Fullwidth Image” _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_fullwidth_image][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ custom_margin=”||||false|false” custom_padding=”||||false|false” global_colors_info=”{}”][et_pb_row _builder_version=”4.19.4″ max_width=”800px” custom_margin=”||||false|false” custom_padding=”||||false|false” hover_enabled=”0″ use_custom_width=”on” width_unit=”off” global_colors_info=”{}” sticky_enabled=”0″][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”||||false|false” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Blog Title” _builder_version=”4.16″ header_font=”||||||||” header_text_color=”#275c8d” header_font_size=”50px” background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_margin_phone=”0px|||” custom_margin_last_edited=”off|desktop” header_font_size_tablet=”” header_font_size_phone=”24″ header_font_size_last_edited=”on|desktop” use_border_color=”off” border_color=”#ffffff” border_style=”solid” global_colors_info=”{}”]<\/p>\n

3 Key Reasons Your Business Needs Digital Forms<\/strong><\/h1>\n

[\/et_pb_text][et_pb_text disabled_on=”|off|” admin_label=”Blog Body 1″ _builder_version=”4.16″ text_font=”||||||||” header_font=”||||||||” header_2_font=”||||||||” header_2_font_size=”36px” background_size=”initial” background_position=”top_left” background_repeat=”repeat” use_border_color=”off” border_color=”#ffffff” border_style=”solid” global_colors_info=”{}”]<\/p>\n

Customer expectations for service businesses<\/a> have never been higher. That’s thanks to technology.<\/p>\n

Need a ride? A rideshare is just a few smartphone clicks away. Need to order something for your kitchen? There’s an app for that.<\/p>\n

Potential customers expect the same from your business. If you still use paper forms, your chances of repeat business plummet. That’s because you simply can’t give customers the same experience that they’ll get from competitors using digital forms.<\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.gpsinsight.com\/wp-content\/uploads\/2020\/10\/inefficient-workflow-digital-forms.jpg” alt=”digital forms” title_text=”inefficient workflow digital forms” align=”center” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_image][et_pb_text disabled_on=”|off|” admin_label=”all info in one place” _builder_version=”4.16″ text_font=”||||||||” header_font=”||||||||” header_2_font=”||||||||” header_2_font_size=”36px” background_size=”initial” background_position=”top_left” background_repeat=”repeat” use_border_color=”off” border_color=”#ffffff” border_style=”solid” global_colors_info=”{}”]<\/p>\n

Why Digital Forms Are Better<\/h2>\n

All the Work Order Info in One Place<\/h3>\n

Work orders are the basis of field service management \u2013 they should be everything a tech needs to know to get the job done<\/a>. They’re an all-important, all-encompassing document.
What happens, though, when work orders get lost? Or they’re illegible? Or there are multiple versions for the same job?<\/p>\n

Chaos and unhappy customers.<\/p>\n

Paper work orders are a vector for errors like lost paperwork, double entries, conflicting information, missing details.<\/p>\n

Digital work orders<\/a> aggregate the data in one system. At a glance and at the same time, the field technicians and the office team can see what’s happening.<\/p>\n

[\/et_pb_text][et_pb_text disabled_on=”|off|” admin_label=”customizable” _builder_version=”4.16″ text_font=”||||||||” header_font=”||||||||” header_2_font=”||||||||” header_2_font_size=”36px” background_size=”initial” background_position=”top_left” background_repeat=”repeat” use_border_color=”off” border_color=”#ffffff” border_style=”solid” global_colors_info=”{}”]<\/p>\n

Fully Customizable for Your Needs<\/h3>\n

Here’s something else great about digital forms: They’re completely customizable. You don’t have to use an off-the-shelf form that was designed as a “one size fits some” approach.<\/p>\n

You can specify every field, and you can be assured that any compliance requirements \u2013 common in medical device repair, fire safety, and commercial pest control \u2013 are included in your form.<\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.gpsinsight.com\/wp-content\/uploads\/2020\/10\/team-level-form-digital-forms.png” alt=”digital forms” title_text=”team level form digital forms” align=”center” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_image][et_pb_text disabled_on=”|off|” admin_label=”different levels” _builder_version=”4.16″ text_font=”||||||||” header_font=”||||||||” header_2_font=”||||||||” header_2_font_size=”36px” background_size=”initial” background_position=”top_left” background_repeat=”repeat” use_border_color=”off” border_color=”#ffffff” border_style=”solid” global_colors_info=”{}”]<\/p>\n

Different Levels of Digital Forms<\/h3>\n

Digital Forms can be categorized in two ways: Job level or Team level. <\/p>\n

Job-level digital forms are related to the Work Order or Estimate, and can be filled to include all the information that job has – custom fields, customer information, photos, and products\/services. <\/p>\n

Job-level digital forms include some of the following applications: <\/p>\n

    \n
  • Inspection Forms (common in mechanical repair industries and fire protection) <\/li>\n
  • Checklists (common with pest control companies) <\/li>\n
  • Warranty Agreements <\/li>\n
  • Evaluation Forms <\/li>\n
  • Maintenance + Installation Reports <\/li>\n
  • Chemical Usage Reports <\/li>\n
  • Risk Assessment <\/li>\n
  • Service Call Form <\/li>\n<\/ul>\n

    Team-level forms are\u202fnot connected with a specific job, but rather are completed by field users on a daily\/weekly basis. Many team-level forms relate to labor compliance, a good example being DOT forms. Team-level forms can also be used for particular inspection reports forms without creating a work order or estimate. [\/et_pb_text][et_pb_text disabled_on=”|off|” admin_label=”the route to going digital” _builder_version=”4.16″ text_font=”||||||||” header_font=”||||||||” header_2_font=”||||||||” header_2_font_size=”36px” background_size=”initial” background_position=”top_left” background_repeat=”repeat” use_border_color=”off” border_color=”#ffffff” border_style=”solid” global_colors_info=”{}”]<\/p>\n

    The Path to Implementing Digital Forms<\/h2>\n

    The process of implementing digital forms varies among field service software providers. With GPS Insight, it all starts with clients deciding to digitize their process and asking us to create a custom digital form.<\/p>\n

    The customer then sends us a copy of the form they would like to be digitized. Our development team reviews the forms, gathers all requirements, and begins developing a digital form that exactly matches the paper form.<\/p>\n

    Once we finish the digital form, we implement it to the company account Once implemented, it becomes available to field users, who can start using mobile app to complete their forms instead of filling out paperwork.<\/p>\n

    We also have an extensive library of forms to get clients started if they don’t have something custom in mind.<\/p>\n

    Digital forms within the GPS Insight mobile application allow field users to fill checklists, take photos, capture signatures, and even draw sketches with their mobile device. All this functionality is available even without an internet connection, thanks to offline mode. Clients can perform all functions including digital forms with offline mode \u2013 once the device connects to a network, it will automatically sync data waiting to be uploaded or downloaded.<\/p>\n

    After the digital form is completed and submitted, it is synced back to the company account where office users can view it. Digital forms can also be emailed to the office and\/or customer.<\/p>\n

    When a digital form is synced, it is automatically stored in the cloud for safekeeping, available for reference at any time. Generated PDF documents are attached to Work Order\/Estimate records, and can also be saved at the employee level. The data from digital forms is available almost instantly within the solution for reporting and analysis.<\/p>\n

    Overall, we’re found that clients that use custom forms complete work orders faster. And they’re able to produce the same documents and reports that their customers expect.[\/et_pb_text][et_pb_text disabled_on=”|off|” admin_label=”wrapping up” _builder_version=”4.16″ text_font=”||||||||” header_font=”||||||||” header_2_font=”||||||||” header_2_font_size=”36px” header_3_font=”||||||||” background_size=”initial” background_position=”top_left” background_repeat=”repeat” header_2_font_size_tablet=”” header_2_font_size_phone=”22px” header_2_font_size_last_edited=”on|phone” use_border_color=”off” border_color=”#ffffff” border_style=”solid” global_colors_info=”{}”]<\/p>\n

    Wrapping up the Case for Digital Forms<\/h2>\n

    Field service management software is designed to enable organizations to go paperless, saving them time and eliminating errors. But often, many of these programs fall short due to a lack of flexibility in what can be documented. Through digital forms, field service teams can have a complete solution, enabling them to ditch paper entirely.<\/p>\n

      \n
    • Sales personnel in the field can not only prepare estimate with prices, pictures and signature, but also can fill out various service call and notice forms.<\/li>\n
    • Field technicians can finish work orders by entering all used materials and labor, while simultaneously completing required relegatory forms<\/li>\n
    • Employees can use the ServiceBridge mobile application to fill required forms for legal compliance, such as documents for the US Department of Transportation<\/li>\n<\/ul>\n

      Digital forms are easy to complete on the mobile application, and automatically synced to the cloud so it can be accessed by office users. It also simplifies the process of sharing forms with customers and third-parties – the digital forms are easily generated as a PDF and can be e-mailed out or attached to a work order.<\/p>\n

      Single companies, multi-location companies, franchisors, and\u202fdealer networks\u202fcan all benefit from digital forms. No matter what industry or the size of the company, digital forms enable companies and technicians to save time, reduce errors, and be more efficient in their operations.<\/p>\n

      That means happier customers and more repeat business.<\/p>\n

      [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"

      If your business isn’t using digital forms, you’re opening yourself to potential problems keeping customers happy. Here’s why you should go digital. <\/p>\n","protected":false},"author":43,"featured_media":35390,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[487],"tags":[1395,1532,212,1533,363,1449],"acf":[],"_links":{"self":[{"href":"https:\/\/www.gpsinsight.com\/wp-json\/wp\/v2\/posts\/35375"}],"collection":[{"href":"https:\/\/www.gpsinsight.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.gpsinsight.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.gpsinsight.com\/wp-json\/wp\/v2\/users\/43"}],"replies":[{"embeddable":true,"href":"https:\/\/www.gpsinsight.com\/wp-json\/wp\/v2\/comments?post=35375"}],"version-history":[{"count":0,"href":"https:\/\/www.gpsinsight.com\/wp-json\/wp\/v2\/posts\/35375\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.gpsinsight.com\/wp-json\/wp\/v2\/media\/35390"}],"wp:attachment":[{"href":"https:\/\/www.gpsinsight.com\/wp-json\/wp\/v2\/media?parent=35375"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.gpsinsight.com\/wp-json\/wp\/v2\/categories?post=35375"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.gpsinsight.com\/wp-json\/wp\/v2\/tags?post=35375"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}