Your crews are out every day doing the work. HVAC installs, plumbing repairs, electrical service calls, pest treatments, equipment maintenance. When the job’s done, it’s time to get paid. But if it takes days or weeks to process the paperwork and send the invoice, that money isn’t coming anytime soon. Every day between finishing the work and billing for it is cash sitting idle when it should be working for your business.
To close that gap and tighten cash flow, give your techs a fast way to complete digital service tickets on the spot. Then the ticket becomes the invoice.
Why paper tickets slow down payment
When field teams rely on paper forms and manual processes, a lot can go wrong. Paperwork gets lost. Ink smudges. Forms sit in the truck for days before anyone brings them back to the office.
When the paperwork does land on the right desk, someone has to type every detail into your systems before finance can bill the job. That assumes the office can read the tech’s handwriting. If a field gets skipped or filled in wrong, the record has to be fixed from memory, days after the work was done.
Every delay, mistake and manual step slows your cash flow.
A better way: digital service tickets
With GoFormz, crews complete forms on site, on their own phone or tablet. It’s quick, easy and accurate, so you capture everything you need to bill before the truck pulls away.
Techs can calculate parts and labor automatically and snap photos stamped with the time and location. They can capture customer signatures that become part of your permanent record, so you can defend your work in a dispute, warranty claim or audit.
Required fields mean techs can’t skip sections or forget key details. Every field is validated before submission, and submitting instantly sends a PDF to both the customer and the office.
GoFormz integrates with your accounting system, CRM or field service management platform, so structured data flows straight in. Those integrations also work the other way, pre-filling work orders and service forms with customer info, equipment specs and job history. Techs confirm what’s there and add what’s new, which saves time and improves accuracy.
“Having over 50 people in the field using GoFormz adds up savings pretty fast when they don’t have to drive back to the office to turn in their paperwork for the day. I would say GoFormz saves us thousands of hours.”
Derrick Prueter, Logan A/C & Heat Services
See the case study >>
Close the job, wherever it takes you
Field techs work in tough spots: rooftops, basements, crawl spaces, utility vaults and remote job sites. Their hands are busy and dirty, and the signal comes and goes. GoFormz keeps the paperwork moving anyway.
In places with spotty or no connection, techs complete and save forms in the GoFormz app. As soon as the truck is back in range, GoFormz syncs the data automatically. Your systems update, your customer gets notified and the job closes, so the invoice can go out right away.
When gloves, dirty hands or tight spaces make typing a pain, techs can use AI Voice Fill to complete work orders and service forms by talking. One tap opens Voice Fill on the current page or tab. Techs name each field and say what goes in it, speaking naturally. It supports text, numbers, dates, dropdowns, checkboxes, databases and tables.
Each page records up to two minutes of audio. When the tech taps Done, AI maps everything to the right fields, and the tech reviews each one before submitting. The timestamped recording is attached to the form and saved to your permanent record. Longer forms can be completed and recorded one section at a time.
No signal? Use the Audio field to record observations for any form or field. Once you’re back online, run Voice Fill from that recording, review and submit. Hands free and hassle free.
“I have the highest revenue per employee in the industry because GoFormz has enabled me to automate practically everything.”
Bill Brown, President, Paramount Heating & Air
See the case study >>
Faster service agreements and repeat visits
Service tickets are only part of the paperwork. GoFormz digitizes service and maintenance agreements too. When a crew shows up for scheduled maintenance, they don’t have to wait on the office to send paperwork. They issue the agreement, capture the signature on the spot and get to work.
For repeat visits, GoFormz pre-fills forms with customer, equipment and job history. Techs save time, and your records stay accurate, complete and current. Capture the customer’s signature when the work is done and move on to the next job. You get more done in the field, a shorter billing cycle and steady cash flow.
Do the job, submit the paperwork, get paid
With GoFormz, crews capture every detail you need for billing before they leave the job. The service ticket is the invoice.
Close the billing loop. See what GoFormz can do for your field service team.
