Solutions / By Industry / Energy

Run every asset. Connect the field. Prove the work.

GoFormz bridges the gap between your field crews and the platforms you already run with automatic, accurate data from every substation, turbine, wellsite, and right-of-way. Start from your existing digital forms for energy teams, deploy your first workflow in weeks, and build without writing a single line of code. GoFormz works offline, integrates with your ERP, EAM, and reporting stack, and molds to your operation rather than the other way around.

Energy field crew completing a GoFormz digital form on a tablet
Proven in the Field

In energy, bad paperwork isn't an annoyance. It's exposure.

Errors, gaps, and lag don't stay in the field. A missed signature, a late ticket, a form that never made it back — in a regulated industry, each one is a risk you carry until someone finds it. Four energy teams swapped paper for forms that capture accurately, submit from anywhere, and never go missing. Here's what changed.

Annual Savings
Paper O&M forms $100K/yr saved
Renewable O&M crews moved off paper and onto offline forms, saving over $100K in a single year. Technicians capture turbine and equipment data on-site, even with no signal, so nothing waits on connectivity or re-entry.
Process Speed
Manual processes 4 hrs/day saved
Digitizing oil & gas field data capture cut four hours of manual, paper-based work every day. Crews document the work as it happens instead of re-keying it later, freeing the day for fieldwork instead of paperwork.
Data Speed
1 week Instant
Paperwork from remote pipeline crews used to take a week to reach the office. Now submissions land the moment they're signed, giving the back office real-time visibility into work along the right-of-way.
Field Operations Savings
Paper field ops $350K/yr saved
Digitizing field operations saved $350K a year. Structured, validated data replaced paper tickets and manual entry, cutting rework and the cost of chasing down incomplete records.
The Problem

Your crews finished. Your systems don't know it yet.

Your crews complete the work every day — on transmission lines, in substations, up tower, and along the right-of-way. The problem is what happens next: paper tickets and PDFs that reach the office late, incomplete, or wrong. Finance can't bill it, ops can't see it, and compliance can't prove it. In a regulated industry, that gap isn't just friction. It's exposure.

Replace your existing paper energy forms with an exact digital replica — same layout and fields, just on a device

Zero retraining. Same forms, better data

GoFormz keeps the exact formatting of your existing paper forms — same layout, same fields, same muscle memory, just on a device. No new software to learn, no adoption battle, no retraining cycle. The job briefing a lineman fills out on a tablet is the same document he's filled out his whole career.

Read about the benefits of digital forms

With GoFormz, we've achieved real-time billing. As a result, we've significantly improved our cash flow and increased our billing effectiveness.

Andy Van Slett — Global Director of Service, Avanti
Capture rich data — photos, GPS, signatures, audio, and barcodes — from a nacelle, vault, or remote right-of-way, with or without a connection

Capture the work — and enforce it — even offline

GoFormz is offline-first by design. In turbine nacelles, remote rights-of-way, and underground vaults, crews complete, save, and submit forms with no connection, and everything syncs automatically when the device comes back online — original timestamps, GPS coordinates, and signatures intact. And the workflow travels with them: required field validation, multi-level approvals, and pass/fail gating are built into LOTO procedures, switching orders, permits to work, and confined space entries. Work can't proceed until it's authorized — and the record proves it was, no matter where or when it synced.

Learn about offline data capture
With Public Forms, contractors, inspectors, and landowners can fill out any GoFormz form right from their own phone

Remove the license wall between your crew and your data

Energy work runs on people who will never have a seat in your account — contractors, inspectors, vendors, landowners signing right-of-way acknowledgments. Public Forms bring them into the workflow anyway. Send a link or post a QR code, and they complete the form from their own phone. Their submission lands in the same record system, triggers the same routing and approvals, and flows into your back office like any other form.

Learn more about Public Forms
Customers

Trusted by global energy organizations

Leading energy operators like Vestas and WBI Energy run GoFormz in the field. See how customers are saving over $100K a year.

Explore our customer case studies
$100K+
Annual Savings
250hr
Weekly Savings
75%
Faster Data Entry
Safety & Compliance

Enforce the workflow before energized work begins

Every safety step, built right into the form. Required validation, hazard checks, multi-level approvals, and pass/fail gating on LOTO, switching orders, permits to work, and confined space entries mean energized work can't proceed until it's fully authorized. Nothing gets missed, hazards surface before anyone's exposed, and every step is captured in a timestamped record that proves the work was done right.

  • Stay compliant with digital safety forms that look exactly like your original forms
  • Mobile forms are accessible even in nacelles, vaults, and remote rights-of-way, from any device
  • Automatically route completed forms for instant visibility into field conditions
  • Create immutable, GPS- and timestamped audit trails that are defensible against OSHA and regulatory scrutiny
Explore Safety Workflows
Manage your energy safety program — LOTO, switching orders, permits to work, and confined space entries — with GoFormz
Integrations

Connect field data to the systems you already run

Pre-built connectors, REST APIs, and workflow automations route structured field data into your ERP, CRM, and reporting stack — and feed live dashboards in Power BI — without re-entry. The same inspection a tech signs at 2 p.m. is in your systems before the end of the day.

See our integrations
Procore Microsoft Power Automate Salesforce Acumatica
From a turbine nacelle to a right-of-way fifty miles from cell service, every form lands in your site record

What happens in the field, stays in the record

Photos, sketches, signatures, GPS, barcodes, audio, and maps are all field types. Nameplate photos tied to asset IDs, audio-recorded pre-work talks, GPS-stamped inspection points — the record shows what actually happened, not what someone typed from memory a week later.

Learn more about our product
Customer Impact

Energy + GoFormz Success Stories

Vestas — Renewable O&M

See how the largest wind turbine company boosted field accuracy and saved over $100K in only one year, utilizing the GoFormz offline forms solution.

Read the Case Study

WBI Energy — Natural Gas Transmission

See how this natural gas transmission company digitized its full pipeline form set — as-builts, coating, excavation, and pipe tally — for real-time data from the right-of-way.

Read the Customer Story

Avanti — Wind Turbine Services

See how this wind turbine service provider achieved real-time billing — significantly improving cash flow and billing effectiveness.

Read the Full Case Study
Request a Demo

See GoFormz on your energy forms

Let us show you how GoFormz can digitize your LOTO procedures, switching orders, inspections, and job briefings — without retraining a single crew member.

  • SOC 2 Type II Certified
  • Works Fully Offline, On Any Device
  • No IT Project Required
  • Dedicated Onboarding Included

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FAQ

Energy Field Operations FAQs: Your Questions Answered

GoFormz doesn't replace your enterprise systems — it completes them. ERP and asset management platforms are essential infrastructure, but their native forms weren't built for field capture: conditional workflows, offline sites, contractors without licenses, and forms crews have used for decades. That's why so much field data still travels by paper, PDF, and email, even in operations that are otherwise fully digital.

GoFormz is the capture layer that feeds your stack. Crews complete LOTO procedures, switching orders, inspections, and job briefings on any device, and validated data flows into your systems of record automatically — no re-entry, no lag. You keep the platforms you've invested in. GoFormz makes the data inside them accurate and current.

Most field software fails for one reason: it asks crews to learn a new tool and a new form at the same time. GoFormz removes both problems. Your digital forms keep the exact formatting of your existing paper forms — same layout, same fields, same order — so there's no new interface to decode and no retraining cycle to fund. As Nationwide Solar's managing director put it: "The fact that we could simply upload the PDF and then do whatever we wanted to the form made the whole process so easy and simple."

Yes! This is what Public Forms are for. Licenses are for your team. Everyone else just needs a link. Think contractors, inspectors, vendors, landowners signing right-of-way acknowledgments. Send them a link or post a QR code, and they complete the form from their own phone. No app download, no account, no license consumed. Public Form submissions are just $1 each, typically far cheaper than a full seat for someone who fills out one form a week.

Their submission lands in the same record system as everything else. It triggers the same routing and approvals, carries the same timestamps, and flows into your back office like any other form.

GoFormz is offline-first by design. Crews can open, complete, save, and submit forms with no connection at all — on iOS, Android, Windows, or the web — and everything syncs automatically when the device comes back online. Every submission keeps its original timestamp, GPS coordinates, and signatures regardless of when the sync happens.

For energy teams, that means the same workflow runs identically in a turbine nacelle, an underground vault, or a pipeline right-of-way fifty miles from cell service. No lost forms, no reconstruction from memory, no gaps in the record.

Every submission creates a GPS-stamped, timestamped record that's locked after completion, with a full audit trail of who entered what, who approved it, when, and where. Templates are version-controlled, so you can show exactly what your form required on any given date. When a regulator or customer asks for documentation, you search and produce it in minutes instead of reconstructing it from binders and inboxes.

GoFormz is SOC 2 Type II certified with role-based access controls, built for multi-site, multi-crew operations where the record has to stand on its own.

If your crews fill it out today, GoFormz can run it: LOTO procedures, switching orders, permits to work, daily job briefings and tailboards, turbine and equipment inspections, pipeline forms (as-builts, coating, excavation, pipe tally), commissioning forms, DVIRs, T&M tickets, timesheets, and incident reports. Forms capture more than text — photos, audio, GPS, barcodes, signatures, and sketches are all field types.

The differentiator is what happens after capture. Completed forms route for approval automatically, trigger follow-on forms, and push structured data into your ERP, EAM, and reporting systems — so the record doesn't stop at the form.

Weeks, not quarters — and it's run by your ops team, not an IT project. Upload your existing forms and GoFormz mirrors them digitally, then your team adds validation, logic, and routing in the no-code builder. Pre-built connectors handle the integrations without custom development.

Most teams start with their highest-pain workflow — usually job briefings, LOTO, or inspections — get crews submitting within the first couple of weeks, and expand from there. Dedicated onboarding support is included in every deployment.