There are certain parts of GoCanvas you should definitely consider using no matter what business you are in. If you are still in our trial period or a paying customer, these 7 items are what we consider "the basics." What is GoCanvas, you ask? Watch this:
The App Builder
This is the heart of the GoCanvas product. The ability to build your own mobile forms and edit them anytime will be a game changer for your organization. Everything starts with converting a paper form to a GoCanvas App. Here are two quick videos to show you the basics of using the GoCanvas App Builder:
Loop Screens for tables/grids
In the video above you see a "table" inside a traditional paper form. The users can add line items to that form as they completes the job. They can add a single line item, 15 line items or even NO line items. It just depends on the job.
Loop Screens give you the ability to create "tables" within your forms so your users can add as many line items as they need. You will need to learn how to create Loop screens to get the most out of GoCanvas:
Conditional Fields & Screens
The work your mobile team is doing can be really dynamic and change from job to job. Making fields or screens conditional is a great way to show your mobile workers only the parts of the form they need to see for each particular job. Why show them part of a form they will not use?
While you are in the builder you should create a Submission Name for your App. The Submission Name will show up in the Submissions area of the website and the History area of GoCanvas on your mobile devices. It will make finding past submissions MUCH easier. Watch this very short video to learn how:
Most of our customers want to control whether submissions can be emailed or not and who they can be emailed to. By default any GoCanvas user can email completed submissions to anyone they want. That might be okay, but you also might want them to email a copy to your Accounting Department each time, too. Watch this very short video to learn how to configure your email options:
This feature allows you to connect a list of data to your GoCanvas Apps. For example, a list of your customer information or a price list. This data can then be used by your mobile users to automatically fill in their forms with the data on the list. If they choose a customer name from a dropdown field then that customer's address, contact name, phone number, and email address automatically populate in subsequent fields. Check it out:
Setting up Reference Data is easy... once you know how to do it, of course! Watch this video:
If you care what the PDF looks like and our Standard PDF does not fit your needs, you can customize your own completely. This tool allows you to customize the PDF document that GoCanvas generates each time you email a submission. Add your logo, use your colors, display your data however you want. You can make it match your old paper form if you like how that looked. Here is one we built:
We encourage you to use these forms to engage your customers. Ask for reviews on Angie's List/Home Advisor. Link them to your Facebook page. Link them to your website. Emails live forever and they are easily forwarded so these forms can be great marketing tools for your business.
Learn how to use the PDF Designer:
These are the basics! There is a lot more that GoCanvas can do but this will get you up and running and benefiting from collecting and sharing data electronically.