GoFormz has powerful automatic calculation features and works offline – two features that were important for Bill’s needs. Once implementing the GoFormz Platform, Bill quickly realized how much more efficient his business was running. He started doing more research on the capabilities of the product beyond just filling out forms on his mobile devices and soon discovered he could easily integrate his GoFormz account with Dropbox, Base Camp and Gmail through the GoFormz integration with Zapier.
“Everything I need to do is done from GoFormz through Zapier, making my life simple” -Bill Brown
At a job site, Bill and his team can generate a Job Proposal and immediately send it to the customer. Once the customer accepts the proposal and presses [Complete], the forms are automatically uploaded to Dropbox where it is immediately available for his Install Team to review. (His Install Team uses Dropbox to view details of specific jobs when they are onsite performing an installation.) At the same time, specific data from the mobile form is synced to Base Camp which creates a to-do list for the back office. This to-do list has all the necessary information and action items for them to start preparing for a job.
Bill uses the Gmail connector to email himself specific parts that need to be ordered for the jobs. He pulls this product information from the form data. He no longer has to manually sift through all of the job proposals to manually pull out this information.
Bill’s whole operation is done through the GoFormz platform. He uses GoFormz and its integration with Zapier to streamline his workflow processes.
“I have the highest revenue per employee in the industry because GoFormz has enabled me to automate practically everything” -Bill Brown