Case Study: FOR Energy achieves 20 hours/week time savings and instant quote generation with GoFormz

Leverages the Salesforce integration to pre-populate forms with customer data for teams

FOR Energy, a Phoenix-based home energy services company, had digitized its Home Energy Check-Up audits with GoFormz but hadn’t enabled the GoFormz–Salesforce integration. That gap forced field auditors to manually re-enter form data into Salesforce to produce quotes, creating delays, inefficiency, and a poorer customer experience.

By implementing GoFormz’s Salesforce integration and Automated Workflows, FOR Energy now syncs appointment data to Salesforce, pre-populates digital Audit Reports, and automatically routes submitted forms to generate quotes instantly. The GoFormz solution delivered about 20 hours saved per week, reduced errors, sped up 5–6 daily audits, and improved both customer satisfaction and administrative efficiency.

FOR Energy

Vladimir Kostovski

Salesforce Consultant