Case Study: Bartlett Homes & Roofing achieves significant time savings and automated reporting with GoFormz

Custom Homes Builder Realizes Significant Time Savings by Digitizing Forms and Automating Reports

Bartlett Homes & Roofing, a custom‑home builder and roofing/remodeling firm in Idaho, struggled with a paper‑heavy process for roofing agreements, sales and site safety forms used by a largely mobile workforce. They needed a simple, familiar digital solution for non‑technical staff, and adopted GoFormz mobile forms to digitize paperwork and capture signatures and approvals in the field.

GoFormz digitized Bartlett’s key forms, automated delivery of completed documents and enabled scheduled, real‑time reporting, eliminating paper handling and trips back to the office. The result: roughly ten hours saved per user per week, faster sales follow‑up through daily and weekly emailed reports, reduced costs and improved visibility into project progress — and Bartlett continues expanding its GoFormz form library to further streamline operations.

Bartlett Homes & Roofing

Jeramie Kramer

Bartlett Homes