Step 2: Build

The App Builder is the core of the GoCanvas experience; it's where you'll design the Apps that your users will complete in the field. Once you've logged in, use the menu on the left side of your screen to navigate to your Apps page to get going. 

App Building 101

There's a lot to know about the App Builder. This video covers the basics to help you get started:

For more details about using the App Builder, visit the topic in our Help Center.

Reference Data

Reference Data is a powerful tool that allows you to populate fields using a CSV file.

While that may sound simple, in practice it allows us to do things like auto-fill multiple fields based on a single entry; narrow down a list of items or tasks; tie data together, like an item name and its price; and more. 

It can eliminate a lot of manual entry, both on the backend when you’re building and maintaining Apps, and for your users in the field. Learn more.

Dispatch

Assign jobs to team members out in the field by sending pre-filled GoCanvas Apps to them on their mobile devices. From the Dispatch & Workflow page, you can create Dispatches one-by-one, through the Dispatch Calendar, or by uploading a CSV. Learn more.

Workflow

Workflow is for processes where multiple people have to work on the same Submission. It gives you the ability to pass a Submission from one user to the next until it is completed. This is especially useful for any approval process (like time cards or inspections) or work that requires input from more than one user. You'll create Workflow handoffs from the App Settings page after you've built your App. Learn more.

Step 3: Design