Case Study: Güntner US achieves faster, more accurate field service with GoFormz's Salesforce-integrated mobile forms

Leverages the Salesforce integration to dispatch HVAC forms pre-populated with data

Güntner, a global HVAC component manufacturer, faced inefficient field service workflows that required technicians to carry bulky paper forms and tools for each job and needed a solution that would integrate with their Salesforce CRM. To address this, they adopted GoFormz mobile forms and the GoFormz–Salesforce integration to digitize Service Reports and Quality Assurance forms.

GoFormz enabled Güntner’s back office to dispatch digital, Salesforce‑prepopulated forms to technicians, who complete work entries, capture customer signatures on tablets, and submit data back into the corresponding Salesforce case with an attached PDF. The GoFormz solution eliminated paper, improved data accuracy and visibility, accelerated form completion, saved field time, and elevated professionalism and customer confidence.

Güntner US

Alejandra Cruz

Business Analyst