Learn how Bahrns streamlined their business by going paperless and discovered they had had a lot of unbilled work orders using their cumbersome paper process.  

1. CASE STUDY
Bahrns Material and Equipment Company
The Problem
Bahrns Material Handling & Equip-
ment Company provides supplies to
outfit warehouse facilities world-
wide. They provide a service and
repair for all of their equipment.
Before GoCanvas, all technicians
and mechanics used paper forms to
complete time cards, equipment
inspections, and quote requests.
Other operational inefficiencies
included:
• Unreturned forms were writ-
ten off as a loss
• Field Mechanics wasted time
driving from the office to each
job site
• Digging into an unorganized
file system to retrieve prior
work records
Savings
By eliminating Paper
$7,391
Dollars in Time
Saved
Since implementing GoCanvas
$16,250 $117,021 Annual ROI
By Implementing GoCanvas
GoCanvas is a mobile platform that
makes it simple for any business to
automate how work is done, replacing
outdated process and expensive
paperwork. The App works on all
smartphones and tablets, helping
companies easily collect information
across their orga-nization, share it
instantly with others and gain real-
time insight on their business
operations.
info@gocanvas.com
(703) 436-8069
@GoCanvas
The Strategy
Improving the Process
GoCanvas Senior Mobile Consultants worked with Tara Funneman, the
office manager at Bahrns, to build a mobile data collection platform that
addressed the holes in their current process. They identified the need to:
• Consolidate service technician job history in one platform
• Track work completion fully and accurately to bill customers for the full
extent of services performed
• Ensure quotes were provided in a timely manner for all trade-in equip-
ment.
• Ensure all work orders are fully filled out and completed on time
By addressing all these issues, Tara strove to eliminate the delay in the time it
took to schedule, complete, and bill for any give job. This would help to speed
up the entire sales cycle and the time it took Bahrns to get paid.
“I downloaded GoCanvas and immediately began designing
and found it easy to use and when I would hit a snag I would call
their support team. And to be completely honest – that is what
sold me on GoCanvas.”
The Results
Automated Forms
Through the GoCanvas platform, Bahrns has been able to increase the accuracy
and completion rate of their daily work forms. They have created mobile
forms that automatically pull in critical customer information related to each
job so that the technician doesn’t have to. Bahrns has even integrated their
existing Softbase system with GoCanvas to help manage which forms get assign
to which technician.
Accurate & Faster Reporting
Photo capture features add a layer of accountability and serve as a reference
point for documenting damage caused by abuse and not covered in the Guar-
anteed Maintenance program. The GoCanvas platform allows for data from each
sale, repair, estimate, quote, or invoice to transmit immediately to the office
for faster billing. Tara Funneman commented, “Now that we use GoCanvas the
customer can actually be invoiced before the tech is even back to the office.”
Customer Confidence
Through GoCanvas, employees build customer confidence as they connect in
real-time to provide on-site quotes, pull reference files and images from
cloud-based image galleries, and demonstrate intricate product knowledge.
They also can send the customer a professional looking invoice or estimate
within seconds of completing a job.