Filling in a form from the native iOS and Android Canvas apps


Customizable mobile business apps and forms

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Filling in a form from the native iOS and Android Canvas apps

Video Transcript

Speakers in this video: Jimmy (GetApp) and Jason (GoCanvas)

Jason: You download Canvas to your phone. Canvas we have a native app for IOS, Android, Blackberry, Windows, etc.

Jimmy: Okay.

Jason: The nice thing is that you don't need to know what devices or phones your employees or your contractors or your users are actually on. You built it once on our website through our app builder and it just works on any device that Canvas is available for.
Right now, I am on IOS obviously, and I would just open Canvas. Then all the forms or the apps that I've been assigned are here for me on my account.
It skipped the screen where I'd ask me to put in my email address and password but you kind of get the point.

Jimmy: Okay. Let's say I am like this; the plumbing invoice. So you have a series of people that are going out to job sites and fixing people's plumbing and they can have their smartphones and have the home owner fill out these forms with their details on and so forth; then these information gets pulled in and where does it get send after the form submission?

Jason: Yes. Let me walk you through the submission process real quick. One of the cool things we can do is pre-populate information into one of these apps. So you don't attack what's out there, doesn't need to put in someone's name and address a hundred times; it's already in your CRM. Just push it and here.
And I'll skip some of these fields just for the sake of time but you capture location to make sure that someone is where they're supposed to be when they're doing this. Capture images. So we pulled in, see we automatically populated this guy, J.R. Smith: name, address, email, and some, based on the information that we have from him in our CRM.
See the contact is, I don’t know, we just name this… my characters for fun. And now when you could get into what’s actually getting next year.

Jimmy: Okay.

Jason: We are going to install the Kohler Sink; it automatically would know the price because we have that in; we put that in from a database. So we're going to say, "One sink." We're going to add it. We could add other things if we're doing more but we're just going to do sink for now. How many hours it would take, I'd say two.

Jimmy: Okay.

Jason: It will all automatically total from these stuff up: it will calculate the tax, depending on what state you are; how you want to handle that, it's not hard. But it's just nice that someone doesn't need to have carry a calculator out and to or try to do this math in their head.

Jimmy: Right.

Jason: Now maybe we're getting customers sign off on it; capture signature. Maybe we want to capture photo of the new sink for whatever reason; we could do that.

Jimmy: Okay.

Jason: And maybe the next step; you just need to go back to someone in the back office to approve it for whatever reason; you could do that if you wanted.
Then here's sort of the last step in every submission; where you could have this record of the work that's done be sent automatically to a list of email addresses: maybe it's the back office, an admin, or your boss. You could also have it automatically setup to be sent to whatever customer you're at; so in this case,
If we left him on here, he would get a record of the receipt and all the work that's been performed; right when the plumber leaves or when he does his submission. Then we get from there.
Once we hit done; it's asking you, "Do you want to upload this submission right now?" So basically this information then gets stored in our Cloud and it's accessible. Actually kind of variety ways to show you guys how that works.