Case Study: SGI Heating and Cooling achieves streamlined workflows and improved data accuracy with GoFormz

SGI Heating and Cooling utilize form sharing and conditional logic to streamline everyday business processes and enhance workflow operations

SGI Heating and Cooling, a service provider for The Home Depot operating across 44 storefronts, faced inefficient, paper-based workflows that forced staff to manually reenter data, hunt for client records, hand-deliver forms, and endure redundant processes. To modernize their data collection and reduce errors, SGI implemented the GoFormz digital forms platform to replace legacy paper worksheets for service invoices, furnace/A‑C assessments, and employee health checks.

GoFormz digitized SGI’s forms using conditional logic, database tables, image/sketch fields, required-field validation, and Public Forms for customer health screening, then automatically exported PDFs and distributed data into real-time dashboards. The GoFormz solution eliminated redundant data entry, improved work quality and accountability, provided visibility across hundreds of forms filled daily, and strengthened SGI’s relationship with The Home Depot—delivering faster, more accurate workflows and measurable efficiency gains.

SGI Heating and Cooling

Sheri Vorhies

Administrative Assistant