All stories / Bobcat Company
How Bobcat Company assigns forms for inspection reports
Learn more about how Bobcat Company leverages Jotform’s Assign Forms feature to simplify its workflow and enhance team efficiency. By enabling technicians to collect critical data both online and offline, the company ensures seamless operations while prioritizing customer satisfaction and equipment reliability.
Read the full story
Bobcat Company
Industry:
Other
Company Size:
Large
Use Cases:
Jotform Mobile Forms - offline capabilities, kiosk mode, Jotform Cards Assign Forms feature
About
Bobcat Company is a trusted name in heavy equipment, providing construction workers with reliable machinery and outstanding repair services. With two repair shops in New York City, the company focuses on delivering exceptional customer experiences, from equipment sales and rentals to comprehensive repair solutions.
Challenge
Managing equipment repairs at Bobcat Company required a robust system for collecting detailed customer and equipment information. Relying on paper forms or unstable internet connections often led to delays, data loss, and inefficiencies. Sending open-access form links to technicians was also a concern due to security and accessibility issues, especially in locations with unreliable connectivity.
Solution
Bobcat Company implemented Jotform’s Assign Forms feature to resolve these challenges. Service director Ken Halliday assigned forms to technicians using Jotform Mobile Forms, enabling them to access and complete forms on their tablets, even without internet connectivity. The app’s offline capabilities and kiosk mode allowed technicians to collect essential information, including photos, electronic signatures, and repair authorizations, directly from customers. Submitted forms were seamlessly integrated with Monday.com for workflow management and Dropbox for secure archiving.
Results
Using Jotform’s Assign Forms, Bobcat Company streamlined its repair check-in process, minimized data loss, and improved overall efficiency. Technicians could complete forms with ease, even in areas with unstable internet. Managers gained better control over form access and submission tracking, enabling quicker action on equipment evaluations. This approach not only saved time but also enhanced customer satisfaction and operational reliability.
Streamlined, Reliable, and Efficient
It’s just very easy to access and fill in the correct form. With Jotform, we’ve solved our connectivity issues, saved time, and ensured data integrity in our repair process.
Service Director, Bobcat Company
