Case Study: Cooper Oates Air Conditioning achieves consistent field data collection with GoFormz

Cooper Oates Air Conditioning - Customer Case Study

Cooper Oates Air Conditioning needed a better way to collect field service data than its old AWS forms, which required the team to build and manage forms from scratch. The company also had to juggle its own forms and customer-specific forms, making it difficult for technicians to capture the right information consistently on HVAC job sites. GoFormz was chosen to digitize these mobile HVAC forms while allowing the team to keep using their existing devices.

GoFormz implemented digital, fillable forms with automated workflows, data sources, list views, and image capture so technicians could record job details, photos, and equipment information directly in the field. The solution helped Cooper Oates Air Conditioning route data back to the office for quotes, supplement ERP gaps, and send completed forms as PDFs without manual rework. The result was more consistent, intuitive data collection, less time spent formatting documents, and faster field reporting with measurable efficiency gains in technician productivity.

Cooper Oates Air Conditioning

Ruzwa Cooper

President