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Unlock the Power of Digital Forms

Are you tired of the cumbersome process of dealing with stacks of paper forms? Imagine a world where you can easily gather data and save time, money, and resources. This is the power of digital forms, a game-changer that can significantly enhance how you run your business.

Outdated and Outmoded 

Let’s face it: In 2024, relying on handwritten forms is a thing of the past. They’re hard to read, hard to keep track of and they make your business look outdated. The truth is, that handwritten forms are a hassle for everyone involved.

For your business

They don’t accurately represent the way you work; they can look unprofessional and sloppy.

For your staff 

Manual entry of customer data from handwritten forms is inefficient, causing extra work and unnecessary delays.

For your techs 

Having to complete paperwork manually is cumbersome and adds time to their service calls.

For your customers 

Manual forms can create misunderstandings around quotes, contracts, inspection results, and checklists.

Why Go Digital?

forms efficient workflow 2Digital forms allow for quicker and more efficient processes. This is especially true for lawn care businesses, where you have to collect and manage a lot of customer information. Why are digital forms good for your lawn business?

  1. Easy to Use: Digital forms are designed to be straightforward and user-friendly, empowering your customers to easily fill out and submit information. With just a few clicks, they can provide all the necessary details without the hassle of traditional paper forms, putting them in control of the process.
  1. Time-Saving: Digital forms save time for both you and your customers. Instead of waiting for customers to fill out and return paper forms, digital forms can be completed and submitted instantly. This allows you to get started on the job quicker, provide faster service to your customers, and get paid faster.
  1. Improved Accuracy: With digital forms, there is less room for error compared to paper forms. Mandatory fields and validation rules can be implemented to ensure that all necessary information is provided and entered correctly, which helps eliminate mistakes and ensure you have all the information you need to provide the best service possible.
  1. Better Organization: Digital forms help organize all customer information in one central location. This makes it easier to access and reference customer details when needed, leading to more efficient communication and job scheduling.
  1. Environmentally Friendly: Going digital with your forms is not only good for your business, but it’s also good for the environment. By reducing the need for paper forms, you are helping to decrease waste and minimize your carbon footprint.
  2. Integration With RealGreen: RealGreen Forms makes it even easier to send forms straight from Service Assistant 5 without having to deal with a third-party app. Because it’s integrated with your CRM, everything is handled instantly and seamlessly – speeding your time to invoice and cash.

The Forms You Need—Right From RealGreen’s CRM

With RealGreen Forms, you can upload and send custom, signable PDFs to your customers directly from RealGreen’s Service Assistant 5. The workflow is simple, and the result is streamlined operations that leave your staff and customers happy. Here’s a look at how it works:

  • Using the Forms Manager, open RealGreen Forms and create a new template.
  • Upload a RGForms-compatible document. 

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  • Once you’ve added your form, you can:
    • Assign it to a category (Proposals, Contracts, etc.)
    • Determine who can access the form
    • Attach individual fields to your data in SA5 so they will pre-fill with the correct information
    • Attach forms to work orders so they will pull information directly from your work orders into proposals or forms
  • Easily send your form directly from SA5
  • Digitally capture employee and customer signatures

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  • Track forms and signatures in the user-friendly dashboard

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  • Send and sign forms anytime, anywhere
  • Use RGForms for contracts and proposals, work order proposals, new sales checklists, terms and conditions, communication preferences, job quality control checklists, and more.

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Ready to revolutionize your business with RealGreen Forms? Schedule your free, personalized demo today and experience the power of digital forms and seamless signatures.

Schedule a free demo today to see how RealGreen
can help you grow your business!

RealGreen by WorkWave

RealGreen by WorkWave