5 Ready-to-Use Digital Forms for Your SMB
Embrace digital forms for your small business with five free templates from GoFormz
Running a small business is tough, and running it smoothly can feel almost impossible some days. From the long hours to attracting clients, it’s definitely a tough path, but one that’s beyond rewarding. In honor of National Small Business Week, we here at GoFormz are proud to celebrate small businesses as an important cornerstone of our economy. What better way to celebrate small businesses than discussing five digital forms you can use today?
But First, Why GoFormz?
Let's face it, not every small business has the resources to hire an IT consultant. GoFormz makes it easy to bring your paper forms into the digital world, with or without an IT department. Tired of spending your evenings entering data from forms into spreadsheets? Let GoFormz do it automatically. Already have a digital form you love but don’t have the coding knowledge to build one? GoFormz can import any PDF or JPG file and honor all your formatting, designs, and colors. And for every business with off-site or hybrid employees, GoFormz can make sure all your form data gets sent exactly where it’s needed. All your form data gets synced to your account with no downtime or travel required. Now, let’s talk a little more about which digital forms you can use to help streamline your business.
Mobile-Friendly Time Sheet Forms
Payroll and time tracking are always going to be a struggle, we get it. Move away from stained, missing, or illegible timesheets with a digital solution. Try the pre-built Template for timesheets included in every GoFormz account. These time sheet forms give your team members the ability to track their time on the fly and edit it throughout the week. Or, if it fits your workflow better, fill it out in bulk at the end of a week or pay period. In addition to secure tracking from any device, hours worked are calculated within the form – eliminating time-consuming and error-prone manual math. This data can then integrate into your payroll system for seamless structure, no matter what your pay schedule.
Immediate Invoicing
A big part of being a small business is making sure you’re getting paid. Customizable invoices are integral to making that happen. With GoFormz you can use the invoice Template as-is, or make adjustments to fit your needs. By default, the invoice form includes company information for you and your client, details about the work and dates, as well as calculations to show payment totals. Once you’ve made any changes, you can send your invoices directly to your clients. You can even trigger workflows and next steps once the invoice has been sent or received. This can be anything from triggering accounting software to copying the invoice to your cloud storage system.
Streamlined Expense Reports
Like getting paid, keeping track of business expenses is vital to running your small business. Long gone are the days of receipt-filled folders and missing details. The GoFormz expense report Template gives you the ability to record all your expenses on a single form. You can even attach photos of your receipts. As with all GoFormz digital forms, you can make adjustments to fit your business. You can add things like categories or other expense markers for easy EOY accounting reviews, or even your quarterly taxes.
Simple Online Sign In Sheets
If you run a clinic, spa, or even a restaurant that takes reservations, never underestimate the value of an online sign in sheet. With a digital form allowing you to record the comings and goings of your clients and customers, you gain the ability to keep them informed of your business news. For security purposes, an online sign in sheet can help you keep track of everyone in your place of business as well. And if you need to gather any preliminary information about your clients, GoFormz will automatically send all their data to a single, secure cloud location. Whether you want to follow up about certain products or recommendations, automate reminders for next visits, or cultivate mailing lists for your business, an online sign in sheet can make it fast and easy.
Thoughtful Employee Evaluations
If you have employees, you’ll also need a way to help those employees grow in their own career paths. Employee evaluation forms are a great way to keep communication between leadership and employees transparent. They can also create action items for performance improvement. By exporting all your employee evaluation data you’ll also have the ability to monitor trends in performance. This allows you to check in with individuals if you see something trending in a negative direction. Employee evaluations are a great way to not only build rapport with your team but also to help them feel more involved in company growth.
