About Cooper Oates Air Conditioning

Operating for over 50 years, Cooper Oates is an experienced, full-service mechanical contractor providing high-quality air conditioning, heating, environmental air quality, and plumbing solutions to commercial clients and industrial properties throughout the Sacramento Valley and surrounding areas, with a focus on delivering high-quality products and services.

Challenge

Having previously used AWS forms and Word documents, Cooper Oates Air Conditioning needed a digital solution that would allow them to digitize their existing forms, as well as forms supplied by their clients.

Solution

Cooper Oates Air Conditioning leveraged GoFormz to digitize both their business’ existing forms and their customers’ forms into identical, digital versions. Utilizing features like Image fields, Data Sources, and Drop Down menus, the Cooper Oates team improved their data collection in the field and eliminated the need for redundant data entries into Word documents.

Results

• Simplifies the form-filling process via Data Sources and Drop Down menus

• Captures images to detail proof of work to customers

• Utilizes List View to easily complete forms on mobile devices

• Transformed their existing forms into identical, digital versions

Forms

• Service Forms

• Customer Specific Forms

• Service Quotes

To read Cooper Oates Air Conditioning’s full customer story and learn more about utilizing the GoFormz platform, check out the entire customer success story by clicking the button below.