Owners Saul and Jolie Rozema worked with a Canvas Senior Mobile Application Consultant to develop an implementation plan. Their goal from day one was to develop a platform that would connect their clients to the services that were performed.

1. The Strategy
Plan for Success
Owners Saul and Jolie Rozema worked with a GoCanvas Senior Mobile Application
Con-sultant to develop an implementation plan. Their goal from day one was to
develop a platform that would connect their clients to the services that were
performed. They also wanted to make sure the platform was usable to technicians who
had been using paper forms for years.
The implementation plan focused on:
• Customer experience: Saul and Jolie didn’t think their customers were receiving
enough detailed information on the services that were being performed
• Report Design: Custom branded PDF’s delivered to each customer instantly
• Usability: Building apps that mimicked existing form data and made logical sense to
service technicians who filled them out day-to-day.
The Results
Smarter Data
Since moving to mobile forms with GoCanvas, Sonoma Valley has been able to
increase overall efficiency. All data collected by field techs now gets organized in a
central cloud database that is searchable by almost any variable. This includes date,
client name, ad-dress, and more. They also are now able to export reports by these same
parameters, and conduct monthly or quarterly analysis in a breeze.
Improved Customer Relationships
Customer relationships and retention improved as detailed and easy to comprehend
service reports are sent directly to clients email inboxes on custom branded PDF’s.
Now Sonoma Valley Pool and Spa is recognized as a forward-thinking, technologically
advantaged industry leader in their area.
“One of my biggest selling points,” Saul Rozema says, “is the digital service tag.” While
competitors continue to leave paper, Sonoma Valley Pool & Spa’s customers get branded
PDFs straight in their inbox. They love getting his emails with visuals. “Some look forward
to it every week.” Saul explained.
“One of our biggest selling points is the digital service tag. While
competitors continue to leave paper, Sonoma Valley Pool & Spa’s
customers get branded PDFs straight in their inbox.”
Saul Rozema,
Owner, Sonoma Valley Pool & Spa
CASE STUDY
Sonoma Valley Pool and Spa
The Problem
Sonoma Valley Pool and Spa offers
premium pool service and repairs to
residential and commercial clients
in Sonoma, California. Their existing
operations presented the following
problems:
• Weekly chemical testing paper
forms were time consuming to
hand-fill
• Clients wanted photo verifica-
tion their pools were cleaned
• Didn’t have a central way to
save or reference individual job
information
Yearly
Return Of Investment
$16,604
Total Hours Saved
By Using GoCanvas
845 $66,464 Saved
Since Implementing GoCanvas
GoCanvas is a mobile platform that
makes it simple for any business to
automate how work is done, replacing
outdated process and expensive
paperwork. The App works on all
smartphones and tablets, helping
companies easily collect information
across their organization, share it
instantly with others and gain real-time
insight on their business operations.
info@gocanvas.com
(703) 436-8069
@GoCanvas