GoFormz is the go-to digital forms platform and operational data management solution, seamlessly uniting these solutions for effortless operation in any business. By taking advantage of its automated functionalities, our GoFormz solution helps streamline operations while keeping everything running smoothly in your construction enterprise .
Discover how online form sharing has significantly streamlined workflows, increased collaboration, and allowed project managers to operate more efficiently. Also take note of any new features being implemented to make form filling an enjoyable experience.
Online Form Builder
Create mobile-friendly forms with diverse data types using an advanced online form builder. By accepting various payment methods and uploading images and sketches directly into digital forms, as well as including dynamic form fields like GPS coordinates or maps – your forms will help improve customer satisfaction while increasing sales.
Make internal processes more efficient by automating form tasks and streamlining workflows with GoFormz’s form automation tools and workflow facilitation features, like logic, Required Fields, Auto Calculations and more. Transfer forms easily among teammates or update spreadsheets quickly while generating reports with our online form-building tools such as logic, Required Fields and Auto Calculations for reports generation. GoFormz can even digitize timesheet templates, increase project visibility or share modern client-facing digital project proposals!
The Default Timezone and Date Format settings determine how dates-based metadata will appear in CSV exports from GoFormz Reporting or Bulk Form Exports of Forms. Use the Field Editor to manage each data field within your Form; their details, behavior and functionality such as adding labels for users to see when using your Form or descriptions to be displayed within some field modals.
Mobile Forms
Digitizing paper forms and documents for mobile devices allows companies to streamline form collection and increase productivity, reduce printing costs and avoid manual delivery, rekeying, physical record-keeping. Digital forms can even be automatically sent out for review and signature by customers, partners and vendors, speeding up authorizations and billing processes.
Goformz mobile forms enable users to collect data and complete paperwork more quickly in an interface they are familiar with, simplifying adoption and increasing professionalism. Forms can be designed to look identical to paper versions or customized with advanced features like barcode scanning, GPS tracking and electronic signatures for added flexibility and professionalism.
Accuracy can be enhanced using powerful form fields with instant calculations, required fields and validation rules. Automating workflows and connecting with Smartsheet also help ensure data accuracy.
Collect images, location data and other field data using mobile forms on mobile phones, then instantly sync it to back-office systems through integrations and workflow automations. Field information remains current and accurate allowing for faster decision-making and new insights; real-time flow of data eliminates keying errors while teams can process information without delay.
Invoice Forms
Digital invoice forms provide businesses of any kind a valuable way of tracking customer payments and maintaining healthy cash flows while informing clients and customers of the current status of their account.
Invoice forms typically require information about a client, including name and address details as well as work completed and payment details. You may wish to include an invoice number and date so it’s easy for future reference.
Use GoFormz’s drag-and-drop form builder to design an online invoice template that aligns with your business branding. Add data fields for GPS coordinates, sketches, photos or any type of visual content easily – as well as configure form logic to instantly populate key fields based on Drop Down selections, barcode scanning or input data to accelerate form completion and eliminate potential errors. Once created, invoices can instantly shared with teammates or clients, or uploaded directly into connected platforms or systems like Salesforce or Quickbooks for efficient invoicing process – helping streamline invoicing process by streamlining invoicing process with GoFormz!
Reporting Tool
GoFormz was designed specifically for project teams looking to share and track data. Form automations like conditional logic and custom calculations make streamlining processes simple while eliminating manual paperwork and human error. Forms instantly sync up with connected platforms – Procore, Salesforce, Box or Acumatica- reducing any lag between field teams and central offices.
Create, edit and filter reports easily with metadata filters such as Form Name, Form ID (unique hexadecimal ID), Last Update Date and Created Date. You can also select Column Name which will be displayed as column headers within your report.
For more advanced reporting needs, you can create a multi-Template report by drawing data from multiple Templates. To add one, either click its name in the list of available Templates or search by keyword and select its name from that drop-down. Select which fields from each Template will appear in your report by selecting its fields as needed from that Template; additionally you can set their Format so they are displayed either as text or numbers based on its value.
Data Storage
GoFormz seamlessly moves data between systems, allowing you to integrate digital forms seamlessly into your tech stack. Automate workflows by seamlessly sending form data directly to email accounts, analytics dashboards, or connected databases – and dispatch forms pre-filled with information from external apps and systems for faster form completion, greater data accuracy, and simpler user onboarding.
Digital forms offer greater security and an audit trail compared to paper documents, thanks to robust security features like those offered by GoFormz that enable you to control access, see audit trails, store and backup forms securely, among other capabilities.
Workflows enable organizations to automate internal and external workflows triggered by GoFormz events like form submission, public form access and more. You could use Workflows to quickly create and dispatch new GoFormz forms based on field values in an ERP system; or to sync Acumatica* records directly to digital forms with GoFormz digital forms for instant updates of rows instantly creating digital copies; attach images/PDF copies. Alternatively you could utilize inbound Workflows that sync GoFormz forms directly with Smartsheet spreadsheets which automatically update multiple rows instantly!
