Customer Success Stories – Read Our Case Studies

Industrial Specialty Services

oil & gas

Pre-fills forms with information pulled directly from Acumatica

Symbrosia

agriculture

Streamlines data collection using the Open API and Public Forms

NQCranes

manufacturing

Streamlines data collection via Dynamics 365 and SharePoint integrations

Encompass Technology

Technology

Leverages SQL and Egnyte integrations to streamline internal processes

ServiceMaster by Cornerstone

Field Service

Uses the Google Workspace integration to accelerate billing and capture data offline

PurAir

healthcare

Utilizes SharePoint, OneDrive, and Quickbooks integrations

Honolulu Coffee Co.

food & beverage

Streamlines data collection with the Google Workspace integration

The Conlan Company

construction

Uses the Procore integration and Public Forms to streamline data

Nationwide Solar

energy

Enhanced remote job site visibility via Image fields and auto-email notifications

A-Lert Construction Services

construction

Leverages SQL Server, OneDrive, and SharePoint integrations

WBI Energy

energy

Utilizes the Smartsheet integration to access real-time data in the field

360 Global Transportation

Transportation & Logistics

Leverages the Google Workspace integration to automate processes

SpawGlass

construction

Uses the Procore integration to pre-fill forms and update records automatically

Knights Spraying

field service

Leverages the OneDrive integration and reporting for real-time data

takitimu north link

construction

Enhances documentation with Image and Sketch fields

Bozzuto Construction Company

construction

Uses online forms and the Procore integration to route subcontractor data

Boland

hvac

Leverages the Salesforce and Procore integration to pre-populate forms with data

Southern Backflow Services, LLC

environment

Achieves significant time savings by digitizing their work orders

A-C Electric Company

ENERGY

Enhances documentation with Image and Sketch fields

Lake Restoration

environment

Leverages the Acumatica integration to centralize record-keeping

Cooper Oates Air Conditioning

hvac

Leverages List View to easily capture information in the field on mobile devices

Reynolds Machinery

manufacturing

Transforms into an efficient mobile workforce with List View

Budinger & Associates

engineering

Leverages automations and the Zapier, Box, and SQL Server integrations

Rhino Cable Services

construction

Streamlines processes and empowers employees to be proud of their work

Eurotech

manufacturing

Leverages the Reporting Tool to gain visibility into daily operations

Pacific Seafood

Food & Beverage

Uses automation with SharePoint and SQL integrations for real-time data

Pediatric Dental Specialties

healthcare

Uses online form sharing to simplify the collection of health history information

DiCAN, Inc.

manufacturing

Achieves significant time savings by implementing digital forms

OKC Speech, LLC

healthcare

Digitizes insurance documents to be completed via mobile forms

Integrated Building Management Systems

construction

Shifted from Word/Excel documents to digital data collection via digital forms

Freedom Industries

construction

Uses Image fields to enhance data capture and streamline communication

Hennity Plastering Contractors

construction

Digitized their triplicate books, resulting in significant time and money savings

Doré Designs

retail

Eliminated the need for FedEx to deliver binders of sales forms via digital forms

Cal Coast Commodities, LLC

agriculture

Uses dynamic workflows to streamline approval processes

Circle A Ag

agriculture

Streamlines data collection via the Google Workspace integration

Whetstone Valley Electric Cooperative, Inc

energy

Utilizes Conditional Logic to trigger automated emails, streamlining communication

CCDC

government

Digitizes documentation to streamline processes and communication

The Noel Company, Inc.

construction

Eliminates missing revenue and delayed forms on site via mobile forms

Platform Solutions

construction

Achieves significant time savings by digitizing paper forms

BluePrint Automation

manufacturing

Eliminates the hassle of carbon copies and improves client communication

Overland Pipeline

oil & gas

Digitizes their paper documentation to improve data capture in the field

Chemtrade Logistics

Transportation & Logistics

Streamlines the completion of their pre and post loading checklists with digital forms

Strategic Sanitation Services

field service

Streamlines communications and reduces payroll processing times

Aldridge Electric

energy

Achieves significant time savings via Procore and Google Workspace integrations

Prestage Farms

agriculture

Improves communication and reduces Agriculture production costs

Oscar W. Larson Co.

construction

Increases Sales by $10M and creates a Mobile Workforce with GoFormz

Deshazo

manufacturing

Captures Images, standardizes documentation and improves efficiencies

Federal Mfg.

manufacturing

Accelerates machine audits and improves customer service

Duraclean

field service

Modernized operations and increased customer satisfaction with GoFormz

Muller Management (McDonald's Franchisee)

Food & Beverage

Expedited service reviews and improved data accuracy across 21 locations

Ohio Department of Transportation

government

Leverages digital forms to complete inspection and compliance forms

Vestas

energy

Uses Barcode Scanning to eliminate opportunities for data loss

FOR Energy

energy

Utilizes the Salesforce integration to streamline data processing

Lifeline Addiction Specialists

healthcare

Streamlines patient intake forms and expedites patient onboarding

Indrutec

hvac

Uses an industry-specific API integration to streamline their data collection

Inspecta

energy

Improves efficiencies and customer satisfaction via the ServiceMax integration

ARC American

energy

Leverages the GoFormz and Smartsheet integration to simplify project management

Omega Construction

construction

Pre-populates daily logs and streamlines payroll processing

SGI Heating and Cooling

hvac

Streamlines daily processes to save time and improve partnerships

Kaw Valley Greenhouses

agriculture

Captures critical retail data across 40 locations with mobile forms

Lennon, Smith, Souleret Engineering

engineering

Uses automation and the OneDrive integration to save thousands of dollars

NTL Pipelines

oil & gas

Utilizes the Box integration to expedite data processing, saving $20k a day

Güntner

hvac

Dispatches forms pre-populated with Salesforce data to service teams

Balmain & Co.

construction

Uses Public Forms and the Procore integration to streamline data collection

Pipe Line Unique Services

oil & gas

Accelerates service reports and elevates reporting with digital data capture

La Nacional

Financial Services

Uses the Google Workspace integration to reduce processing times

CONSOR Engineers

engineering

Consolidates forms and improves data collection with mobile forms

Octink

field service

Improves efficiency and accuracy with pre-populated forms

ChartWorld

transportation & logistics

Uses the Salesforce integration to update Salesforce records in real-time

ALLWEST Testing & Engineering

field service

Watch our webinar video with ALLWEST 'Leveraging Field Data'

Jaguar Coffee

field service

Uses digital repair forms to streamline field data capture and automate form routing

HL Training Services

field service

Accelerates training certificate completion and processing with digital forms

RMK Trucking

transportation

Uses GoFormz and the QuickBooks integration to simplify documentation

Leaps & Bounds Family Services Inc.

healthcare

Accelerates patient intake with HIPAA-compliant digital forms

Romo Durable Graphics

manufacturing

Leverages barcode scanning to accelerate form completion

Aging Solutions

healthcare

Captures and routes patient data with HIPAA-compliant digital forms

Schenk Tanktransport

transportation & logistics

Uses mobile forms to expedite form completion and improve analysis

Robert Henry Corporation

construction

Mobile forms streamline processing and job site image capture

Municipal Well & Pump

construction

Uses the Box integration to access and store data in real-time

Icenhower Oil and Gas

Oil & Gas

Expedites payroll processing and streamlines field-to-office communication

North American Pipeline Inspection

oil & gas

Leverages real-time data and automations to improve field efficiencies

Doocey Traffic Management

field service

Images in mobile forms, dramatically increases jobsite visibility

Barricades Unlimited

field service

Improves job site transparency and field-to-office communication

Vertex Survey Inc

field service

Uses the Box integration to centralize record-keeping and capture data

Crux Subsurface Inc.

construction

Geotechnical construction firm digitizes their forms to increase job site visibility

Petrol Services Australia

oil & gas

Automated business-critical workflows and saves $350K annually

Integrated Petroleum Services

oil & gas

Experienced immediate savings after switching to GoFormz

Atlas Acon Electric

construction

Mobile forms drive efficiencies across their organization

Mangan Logging

field service

Accelerates form delivery and streamlines workflows with real-time data

Radiance Solar

energy

Solar company improves information flow between jobsites and office

Strategic Sanitation

field service

Increased customer satisfaction by modernizing field services

Oldcastle

construction

Saves $500K annually in materials utilizing the Box integration

A.G. Williams Painting Company

field service

Streamlined day-to-day business workflows and saved time with GoFormz

Logan AC & Heat Services

hvac

Boosts productivity and reduced costs company-wide via digital forms

Ferry Electric Company

energy

Easily switched to digital forms without the need for extensive training

Suburban Pest Management

field service

Augmented sales process and ensured data accuracy across all forms

Avanti

energy

Achieves real-time billing with mobile job costing forms

SiteMix

construction

Saves 50-75 administrative hours per month using the Dropbox integration

Furniture Medic

construction

Furniture Medic completes inspections faster out in the field

Dave Jones

HVAC

Gains competitive edge with mobile quality assurance forms

212 ESP Services

Field Service

Establishes competitive advantages using GoFormz digital forms

Paramount Heating & Air

hvac

Integrates with Dropbox and Zapier to expand their workflow capabilities

Arixio

technology

Optimized electronic signature capture and moved form storage to the Cloud.

The Ohio Department of Transportation leverages SharePoint integration to streamline inspection and compliance forms

Oscar W. Larson Co. increased sales by $10M and created a 'Mobile Workforce' with GoFormz custom digital forms

Pacific Seafood uses automated workflows with SharePoint and SQL integrations to offer immediate access to food-quality data

Industrial Specialty Services

oil & gas

Symbrosia

agriculture

NQCranes

manufacturing

Encompass Technology

Technology

ServiceMaster by Cornerstone

Field Service

PurAir

healthcare

Honolulu Coffee Co.

food & beverage

The Conlan Company

construction

Nationwide Solar

energy

A-Lert Construction Services

construction

WBI Energy

energy

360 Global Transportation

Transportation & Logistics

SpawGlass

construction

Knights Spraying

field service

takitimu north link

construction

Bozzuto Construction Company

construction

Boland

hvac

Southern Backflow Services, LLC

environment

A-C Electric Company

ENERGY

Lake Restoration

environment

Cooper Oates Air Conditioning

hvac

Reynolds Machinery

manufacturing

Budinger & Associates

engineering

Rhino Cable Services

construction

Eurotech

manufacturing

Pacific Seafood

Food & Beverage

Pediatric Dental Specialties

healthcare

DiCAN, Inc.

manufacturing

OKC Speech, LLC

healthcare

Integrated Building Management Systems

construction

Freedom Industries

construction

Hennity Plastering Contractors

construction

Doré Designs

retail

Cal Coast Commodities, LLC

agriculture

Circle A Ag

agriculture

Whetstone Valley Electric Cooperative, Inc

energy

CCDC

government

The Noel Company, Inc.

construction

Platform Solutions