3 GoFormz Hacks You Should Know

Level up your mobile forms with these GoFormz features

Paper forms can cause significant administrative burdens for your team. Oftentimes, you will be faced with messy and inaccurate forms that cause project delays, unhappy customers, and disgruntled employees. 

Changing your reporting processes from manual data capture to digital forms can appear to be a time-consuming task. However, with the right form builder and resources, you can build dynamic custom forms that will improve your business operations in no time! 

When selecting a form builder software, it is important that you understand the key features that will make your business run more efficiently. There are a variety of mobile forms apps available to choose from, ensuring that you pick the right one will come down to the features that it has available for you. 

Whether you’re a new customer or have been with us for a while, these GoFormz hacks will help you improve your form-building experience.  

Learn more below about the three GoFormz hacks to help streamline operations:

Group permissions to manage user behavior

It is important that your team has access to the correct forms depending on their role and responsibilities. With GoFormz’s Users, Groups, and Permissions, you can determine the individual and group access to forms.

For example, you can create Groups for specific regions in which you operate. You can then create a Subgroup with specific cities subdivided under that Group. By creating a Group, you can then grant permissions to specific employees that are assigned to that region. This ensures that your team is equipped with the necessary permissions to efficiently do the tasks at hand.

Learn more about Groups in this Protip.>

Automate reporting to garner regular business insights

GoFormz helps you collect data in real-time and then view it in a meaningful way. With teams filling out forms every day, you are collecting a lot of important business data. Business reports can help determine areas of opportunity and bottlenecks for your operations. A reporting system that has the capability to easily and efficiently organize your data will make all the difference. The GoFormz reporting dashboard is easy to use and customizable to your business needs. Get started with GoFormz reporting with this ProTip.> 

Fill out forms from anywhere

Some mobile forms are not accessible when the team is offline. With the GoFormz mobile app, your team can fill out forms on a mobile device or tablet. You can be sure that wherever they are, they have access to important forms. With Data Sources, you can simplify your data capture process by auto-populating data in a form from your database table. This not only saves you time in the field but guarantees that your data is accurate.

GoFormz is the solution to improve your operational efficiency to cut costs and manhours. With the right features, you can have insight into your operations, improve communication, and collect accurate data, anytime and anywhere. Learn more about getting started in our Quick Start Guide.