The GoFormz and Acumatica integration streamlines the distribution, completion, collection, and storage of critical field documents and data. With GoFormz, field teams can easily digitize their existing forms for use on phones, tablets, and computers, in a drag-and-drop form builder (no code or IT required). These digital forms can look exactly like existing work forms or entirely new versions built from scratch – allowing teams to maintain important formatting and easily onboard users. These digital forms can be filled out and completed from phones, tablets, and computers, even while offline, enabling field teams to work from any job site or office location, no matter how remote.
Once a form has been submitted it can be instantly routed to colleagues, customers, and connected applications, like Acumatica. Completed forms can be instantly uploaded to corresponding Acumatica records or used to create entirely new records. Data collected within digital forms can even be used to update Acumatica objects, alleviating administrative burdens and reducing opportunities for error.
Digital forms can be easily equipped with fields to capture new types of information, like images, sketches, GPS/maps, barcode data, and signatures. These form fields can be easily configured with logic to guide user data entry, reduce data entry error, and ensure forms are completed correctly before they are submitted. Leveraging GoFormz workflows, custom workflow steps can be added to enforce important review and approval steps, ensuring forms are completed accurately and comprehensively, before they reach Acumatica.
By digitizing your document collection, your operation can rapidly accelerate and streamline countless construction use cases, including:
- Daily construction or field reports
- Work order forms
- Inspection forms
- Pre-task plans & JHA’s
- Quality and safety checklists
- Change order requests
- Requests to bid forms
- Extra work authorizations
- Safety documentation and orientation forms
- Permits (Hot work, confined space, etc)
...and so much more!
GoFormz provides a mobile forms and reporting solution that organizations use to replace their paper forms and PDFs, resulting in more accurate data, streamlined workflows, and comprehensive reports that drive agile business decisions. The GoFormz platform is digitally transforming 3,000 paying companies into data-driven organizations that efficiently capture more accurate information for their mission-critical workflows and applications. GoFormz is helping businesses of any type, size, or industry across more than 150 countries eliminate paper forms, unlock business data, and dramatically improve how they work. GoFormz is backed by leading venture capital firms including Glynn Capital, Cloud Apps Capital Partners, and Shasta Ventures. Learn more at www.goformz.com.