Eliminate paperwork. Improve data quality. Increase efficiency.

Behind the Scenes: How To Use Mobile Forms to Boost Productivity

Posted by admin on Oct 9, 2014 11:39:31 AM

Man Needs to Use Mobile Forms
Let's be honest. You dream of a system that makes handling your paperwork effortless...

No more mistakes caused by manually inputting data. No need to write the same information in multiple places. No inconsistencies caused by different people collecting data in different places.

You just want a solution that works. Data you can use. A steam-lined process for taking down information and sending it where it needs to go, with as little oversight as possible.

Fortunately, you can use mobile forms to achieve exactly that.

For businesses that need to collect information on the go and send that information back to the office, or straight to their customers, mobile forms can boost productivity significantly.

At one company, they saved an hour per day on each job handled by a team of 15 engineers; at another, using mobile forms led to a 200% increase in sales volume.

So, how can you use mobile forms to boost productivity?

3 Smart Ways to Use Mobile Forms to Boost Productivity

1. Track employee hours & send invoices

Paper time sheets or time cards are easily lost, employees forget to fill them out (and then "guess" about what their hours were), and there's no way to verify or prove that your team worked the hours they said they did where they said they did.

Using mobile forms with geo-tagging allows you to automatically see where your team was when they submitted a form—and provides you with a timesheet that is instantly digital, always up-to-date and, if you need to bill your customers for your team's time, that can easily be converted into an invoice for your customers.

2. Track expenses & create expense reports

Keeping track of receipts for expense reports and then filing and sending those reports along to accounting can be time consuming—and it can be a major time suck when you return from a major trip.

Use mobile forms instead. Creating a mobile form for expense reporting is easy and with image capture you can even snap a picture of each receipt as you go, eliminating the need to carry and keep track of loose bits of paper.

You can even use one form and send expense information to multiple destinations—so you can email a picture of the receipt and the expense report to accounting, send just the dollar amount to a costs analysis spreadsheet, and invoice clients for costs incurred on their behalf... all at once.

3. Take, organize, and distribute before & after pictures

Before and After photos are a great marketing tool. They can be a great way to show your existing customers the impact of your work—and a great way to show potential customers what you can do for them.

But taking images, properly tagging and labeling them, then uploading and sending them out can be extremely time consuming (especially if you need to take more than a few pictures a day).

If you use a mobile form, all of that can be automated.

Instead of taking photos and writing down notes, then returning to a computer to upload, input, and organize that data (...and then send it to customers or your marketing team), you input that information into a mobile form and it handles uploading the information, geo-tags and time stamps the photos, and properly organizes the data and stores it with the related photos.

Using a mobile form even allows you to automate the process of sending that data to the customer and your marketing team via email, logging it into a spreadsheet and storing it in Google Drive, Dropbox, or Box.

How to Decide if Using Mobile Forms Could Work For You

I've listed 3 ways to use mobile forms... but they're only the beginning.

There are many, many ways mobile forms can be adapted to help in your business. That said, there are two specific categories that most of those usages fall into:

  1. To replace existing paper forms.
    This is the most obvious way to use mobile forms and how the vast majority of companies initially use mobile forms. They create a mobile form that is very similar to an existing paper form and make the switch to filling it out digital instead.And using mobile forms this way is great—you can see some real benefits: data is available more quickly, it can be collected in one place and used almost immediately somewhere else, and you can carry multiple types of forms in the palm of your hand (so you never run out of the form you actually need).
  2. To replace entire processes.
    This is where using mobile forms can really transform a business—consider the before and after photo example mentioned above. There wasn't one specific form that mobile forms replaced... instead, they replaced several different processes that employees had to tackle individually.This maximizes time saves; rather than your staff spending their time filling out paperwork, they're free to focus on serving your customers and growing your business. And that's the real benefit of making the switch... eliminating paperwork lets you and your team get back to business.

Think mobile forms might be beneficial in your business? We build your first form for you... Sign up for a free trial and get started saving time and boosting your productivity today! 

Topics: Mobile Forms, Tutorials

Subscribe to Email Updates