Case Study: Bartlett Homes

Challenge
Needed a digital solution to host a variety of forms used by their largely mobile workforce, that would simplify their client facing processes, while remaining familiar and easy to use.

Solution
Used GoFormz Mobile forms to digitize their forms, allowing the Bartlett Homes team to quickly capture signatures and approvals, without running back and forth from the office (no more faxing, scanning or manually entering data).

Results

• Eliminated the need to deliver, collect and accumulate overwhelming amounts of paper forms ­– saving time, and reducing costly obstacles to productivity.

• Provided management with clear, scheduled reporting on collected data – delivering real time insights into sales metrics and project progress.

• Automated the documentation process, eliminating the need to travel back and forth to the office to scan, copy or fax documents. Saved significant time, and money

Forms

• Roofing Agreements

• Sales Forms

• Site Safety Forms