Originally published on 03/17/2017

Elevate your small business operations with these top form fields and features

Operating a small business isn't easy; owners juggle numerous roles and duties typically assigned to a larger team. This perpetual multitasking entails striving to match established competitors and industry giants — a challenging endeavor, particularly when bogged down by manual administrative tasks.

One effective strategy to stay competitive with larger enterprises is to modernize business workflows. This enhances the appearance of your workforce, brand, and overall operation and enables you to keep pace with bigger players. Taking the initial step towards modernization is simple with electronic forms and only requires a few steps to get started. 

As we recognize Small Business Month, explore the digital form features outlined below to kickstart the modernization of your small business.

Use Your Existing Forms

With GoFormz's online form builder, users can seamlessly translate their existing forms into identical, digital formats. This innovative tool empowers users to upload their pre-existing paper forms or digital documents, such as PDFs, and convert them into interactive, fillable forms with just a few clicks. Leveraging intuitive drag-and-drop functionality, users can easily add form fields, checkboxes, and dropdown menus to replicate the structure of their original forms. Additionally, the online form builder allows for customization, enabling users to brand their forms with logos, colors, and personalized headers, maintaining a professional aesthetic. Once created, these digital forms can be accessed and filled out from any device with or without an internet connection, facilitating seamless data capture from remote locations. 

Small Business Use Case: Discover how DiCAN achieves substantial time savings by migrating their 15-year-old forms directly into the GoFormz platform.

Automated Workflows

Streamline business operations by automating repetitive tasks with Automated Workflows. Integrating with cloud storage platforms like Google Drive, Dropbox, or Box enables seamless storage and organization of completed forms, facilitating easy access and collaboration. Additionally, configuring auto-email notifications ensures prompt communication and alerts for key events, such as completed forms or approvals. With intuitive drag-and-drop capabilities, implementing Automated Workflows with GoFormz is straightforward, empowering small businesses to optimize processes and focus on growth.

Small Business Use Case: Learn how 360 Global Transportation leverages automation to streamline collaboration and communication between their drivers and office personnel.

DataSources

GoFormz DataSources serve as an invaluable tool for streamlining data capture and form filling processes, enabling users to auto-populate form fields with pre-existing data. By seamlessly integrating with databases, spreadsheets, or other data repositories, DataSources eliminate the need for manual entry, reducing errors, and saving time. This functionality is particularly beneficial for dispatching forms pre-populated with relevant information to field teams or clients, ensuring accuracy and efficiency. Whether capturing customer details, inventory information, or project specifications, DataSources empower users to create dynamic forms that adapt to evolving small business needs.

Small Business Use Case: Learn how this vegetation services company, Knights Spraying, leverages DataSources to auto-populate form filling, streamlining data capture and eliminating opportunities for human error.

Dual View Functionality

GoFormz provides users with the convenience of dual view functionality, offering both Form View and List View for mobile forms. This feature allows users to seamlessly toggle between a detailed form layout and a condensed List View, enhancing flexibility and usability. For example, in an employee evaluation template, users can easily switch between Form View to input detailed assessments and List View to quickly review their form before submitting their response. With GoFormz's dual view functionality, businesses can improve workflow efficiency and capture information on the go, ultimately driving organizational success.

Small Business Use Case: Learn how this HVAC business, Cooper Oates Air Conditioning, leverages List View functionality to easily capture information in the field, simplifying the data collection process for their field crews.

See a feature that might be transformative for your business? Sign up today for a free trial and quickly see how beneficial GoFormz can be for your small business operation!