Case Study: HELP Home Services achieves faster, error-free mobile HVAC form workflows with GoFormz

Experiences 86% growth in membership program via Public Forms

HELP Home Services, a plumbing, heating, cooling, electric, and drains provider, was relying on paper, napkins, and scratch notes to capture sales and membership information, which made it hard to feed data into its ERP system and created headaches for dispatchers and warehouse teams. The company needed a digital forms solution, and it turned to GoFormz for help.

GoFormz implemented online public forms and a detailed digital sales form with routing, conditional logic, image capture, dropdowns, and automatic calculations. As a result, HELP Home Services nearly doubled its club membership base from 7,000 to 13,000 in just three years, eliminated duplicate data entry, improved accuracy, and streamlined handoffs to installers, finance, vendors, and customers.