3 Ways Digital Forms Can Streamline Your Solar Energy Business

Streamline your solar business with digital data capture and powerful automations

With the escalating demand for renewable energy, the solar energy industry is rapidly growing. In order to sustain that growth, it’s crucial to ensure business operations are running smoothly and efficiently. Incorporating digital forms gives you better control over your business and captures better data faster, all in a scalable solution.

GoFormz is a digital form and data capture company that provides businesses with the ability to turn their existing paper forms into identical, digital versions. GoFormz presents businesses with a comprehensive solution to advance their operations through our unique range of features, such as capturing Images, eSignatures, and File Attachments, alongside streamlined functionalities like Automated Workflows and Conditional Logic.

Read on for three ways that digital forms can help your solar energy business become more efficient and effective.

Improved Accuracy and Speed of Data Collection

Digital forms offer a major advantage of improving the accuracy of captured data and expediting the data collection process. Some ways digital forms can enhance accuracy and streamline data collection include:

  • Required Fields: By making form fields required, all necessary data can be captured and completed accurately during the initial form submission process. For example, if an electronic signature is mandatory in order to proceed to the next stage of the process, making the field required guarantees that there are no delays in the process.

  • Pre-Populated Data: To expedite the form-filling process and accelerate data collection, dispatching digital forms with pre-populated data can be highly effective. This approach is especially useful for field-based operations, like filling out customer information. Instead of manually entering information that is already known, Data Sources can be leveraged to pre-populate data using a CSV file.

  • Automated Workflows: Once data is captured, automations can be configured to streamline the invoicing processes. For instance, upon installation of a solar panel at a residence, a digital form of the work can be automatically routed to an office member responsible for compiling a digital invoice, streamlining the process.

To see these features in action, read how Radiance Solar implemented GoFormz, which allowed teammates at remote job sites to easily complete forms on their mobile devices and instantly route them to the office for real-time review and processing.

Increased Efficiency in Data Management

By utilizing digital forms, all captured data can be automatically organized and stored in a centralized database. This can enable solar energy companies to easily track project progress, generate reports, and share data with other key stakeholders. Businesses can utilize the GoFormz Reporting Tool to keep track of captured data, which can run on a scheduled basis to automatically identify trends, opportunities, and obstacles in real-time. This can help solar energy companies make informed decisions about their operations and identify areas for improvement.

To see this feature in action, learn how ARC American leverages the Reporting Tool to schedule reports for management review, saving time and organizing data efficiently.

Enhanced Customer Experience

Solar sales, manufacturing, and installation companies can provide a more convenient and hassle-free experience for their customers by offering digital forms that can be filled out on mobile devices. This eliminates the need for customers to deal with messy or damaged paper forms, making the process more user-friendly and modern. Learn how Municipal Well and Pump enhanced their client-facing professionalism to improve customer satisfaction by using digital forms.

GoFormz has improved our reputation with our clients and the engineers we work with, because of the professionalism of what we’re doing and our quick turnaround times.
— Scott De Young, CFO, Municipal Well & Pump

In addition, solar energy businesses can utilize digital forms to streamline customer feedback and enhance the overall customer experience. Digital customer feedback forms can provide real-time responses, allowing solar energy companies to quickly identify areas for improvement and make necessary adjustments to better meet their customers' needs. To see this digital form in action, learn how Indrutec leverages digital customer feedback forms to gain insight into their customers' experience with their services.

All in all, digital forms can play a crucial role in streamlining your solar energy business from end to end. Whether you initiate your digital transformation in manufacturing or field-based documentation, introducing digital forms in any of your business segments will bring significant value. Commence your digital transformation in the energy industry by utilizing customizable, accessible digital and mobile forms, which can aid you in gathering precise data without the need for paperwork. Get started with GoFormz today!