Moving from paper
Switch from paper certificates at a practical pace.
Start with one document workflow, check the finished PDF and keep your existing records available. You can evaluate a digital way of working before changing the process for every job.
Find where the extra admin happens.
Look at a recently completed job. Did you rewrite site notes at home, scan a paper form, recreate a customer address, rename attachments or search for an earlier record? Those are useful places to compare your current process with an app.
The useful measure is the complete job-to-document process, including corrections and the customer handover. A faster first form is less helpful if you still spend a long time rebuilding the output afterwards.
Use one representative job to compare the workflows.
- Choose the right app and document.
Use a job type you regularly carry out, with realistic equipment details and notes.
- Review the data entry.
Check that the fields, review steps and device experience suit the way you work.
- Inspect the PDF.
Read the first page and the detailed tables. Check that your customer would understand the document and recognise your business.
- Check the next visit.
Confirm how you would find the customer, site and earlier record. Current visit findings and sign-off still need to be recorded and reviewed.
Keep your existing archive accessible.
Retain your paper records, scans and original issued PDFs while you evaluate the app. Decide what should remain as an archive and which active customer or site details you want to move. Confirm any supported import before relying on it.
Use the migration planning guide and check the finished PDF before sending it.
Before you choose
Do I have to move everything before trying an app?
No. Evaluate a representative sample job first and retain your existing records. Confirm any migration requirements before a larger move.
What should I measure?
Compare the time spent entering details, correcting the record, producing the PDF and finding it again. Also compare the completeness and readability of the customer document.
Can I keep my company branding?
CertifyApps offers customisable branding. The available logo and colour controls depend on the app, document and plan.