Pointman Blog

[INFOGRAPHIC] When Recycling Falls Short

Posted by Lauren Pszonak on Jul 17, 2017 1:15:00 PM

We often hear “I don’t need to go paperless because I recycle!” Recycling is a great start, and it is better for the environment than just throwing the paper forms away; however, there are many negative side effects that come even when paper is recycled

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Topics: Mobile Forms

The Complete Guide Turning Your Office into a Paperless One

Posted by Keelin Burke on May 16, 2017 2:34:12 PM

How many pieces of paper do you think you sort through on a daily basis? One? Ten? Twenty, even? There is nothing more overwhelming than a desk cluttered with stacks on stacks of seemingly “important” documents. We know transitioning to digital documents would be a solution, but that's a complete 180° from what we are accustomed to. Plus, sometimes going paperless can come with the same headaches faced in a paper-filled office. Okay...which folder did I save that file in?


How do you go about transitioning from paper to paperless without facing organizational pitfalls and missing information, especially on a company-wide scale?

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Topics: Mobile Forms

What to Look For in a Paperless Software Solution

Posted by Keelin Burke on Apr 11, 2017 9:57:47 AM

Running your own business, especially one in the competitive world of contracting, has its challenges. Keeping up with numerous competitors, as well as updating to fit in with the digital age can feel next to impossible at times. When looking for digital solutions that coincide with your business, which do you choose? What do you look for, and most importantly, will it even make a difference?

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Topics: Mobile Forms, Scout

Spotlight Form: Precision Tune-up Form

Posted by Luke Collard on Jan 12, 2017 4:57:49 PM

A yearly furnace inspection will prolong the life of a HVAC system and help customers save on their energy bills. It is also a way for contractors to build rapport with their customer base. A Precision Tune-up Form allows HVAC companies to stay top of mind with their customers and to build rapport.  Scout powered by Pointman ensures that Precision Tune-up forms are completed thoroughly, with accuracy, and in a timely and efficient manner. The mobile checklist for precision tune-up takes away the need for paperwork records and minimizes clutter, thus simplifying the process both for you as the contractor and for your customers. With Scout, you can easily create and manage your tune-up checklists and benefit from leveraging several key features:

 

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Topics: Sales, Mobile Forms, Scout

Spotlight Form: Curbside Feedback Evaluation Form

Posted by Luke Collard on Jan 5, 2017 10:21:27 AM

Curbside Feedback Form plays a crucial role for service technicians to rate themselves after every job. Scout powered by Pointman ensures that curbside feeedback evaluation forms are completed thoroughly, with accuracy, and in a timely and efficient manner. Manual paperwork is virtually eliminated and curbside reviews are done electronically.


With Scout, you can easily create and manage your curbside reviews and benefit from leveraging several key features:

 

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Topics: Sales, Mobile Forms, Scout

3 Tips for a Paperless Workplace for Home Service Companies

Posted by Luke Collard on Oct 26, 2016 3:48:11 PM

In field service, as in every area of life, there is no such thing as "truly" free time, there is only time used wisely and time wasted. Nothing wastes more time for home service companies than poorly filled out paperwork. Successful home service companies do not risk infuriating their customers with costly delays or mistakes by carelessly filling out paperwork. They have moved away from paper-based systems to efficient paperless solutions to boost productivity and to keep up with customer expectations. Less paper means more productivity for dispatchers and service technicians.

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Topics: Service Technicians, Mobile Technology, Mobile Forms

Go Paperless with Mobile Technology & Dropbox

Posted by Luke Collard on May 6, 2016 11:53:33 AM

 

Paperwork.... If you are like most home service companies, you don't consider yourself to be in the document business.  However, without papework to run your business, work processes would come to a screeching halt.  Invoices, email, efficiency reports, bills, proposals, and etc. are all documents that are needed to run a successful home services company, but how do you become streamlined with technology?  How do you streamline the overflowing filing cabinets and the new paperwork service technicians are creating on a daily basis?

 

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Topics: Mobile Technology, Mobile Forms, Dropbox

Electronic Signatures: A Reason to Go Paperless

Posted by Luke Collard on Apr 19, 2016 4:00:36 PM

Your best-laid plans of going paperless come to a screeching halt when you need to get a customer's  signature on a document.  According to recent study, getting a customer signature is the #1 reason why many companies don't go paperless.  Digital authorization through an electronic signature represents a high-tech and much needed response to the issues when dealing with paper and physical signatures.  Here is a brief video on how e-signatures can be captured by field service management software:

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Topics: Business Owners, Mobile Forms

Field Service Forms: Transform Paper Forms to Mobile Forms

Posted by Steve Kiernan on Mar 29, 2016 4:44:55 PM

INTRODUCTION:

Efficiency and safety forms are a must.  Many field service companies think that converting these forms to mobile forms is a complicated and costly process, and may even cause more work
for their field service techs.  However, the video shows how easy it is to create and use mobile forms with our EZ Contractor Forms application:

 

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Topics: Mobile Technology, Mobile Forms, EZ Contractor Forms