How long does it take to launch our first form?

Most organizations are live within days to a few weeks. Field2Base builds your first form as part of onboarding, and the biggest factor in timeline is how quickly your Administrator and pilot group can move through training and feedback.

Can we keep our existing paper forms?

Yes. One of Field2Base's core strengths is replicating your existing paper forms digitally — same layout, same fields, same branding.

Who sets up workflow and integrations?

Basic workflow is easy to set up yourself in the Admin Portal. Custom multi-step workflows and analytics dashboards are scoped and built by our Professional Services team. Integrations are set up by your team, with our support team walking you through the integration tools.

How do we train our users?

Field2Base follows a train-the-trainer model — your Administrator learns the platform and your first form, then trains your users, since every customer builds unique processes specific to their business.

What support is available during and after rollout?

Support is available throughout deployment and after go-live through the Help Center, email, phone, and chat.

Help

Getting Started

Your path from sign-up to fully rolled out

A clear, five-step path to your first live Field2Base form — from choosing your first form to rolling out to your whole team.

5 Steps

To your first live form

5–10

Users in a typical pilot group

1–2 Weeks

Pilot & feedback window

Days

Not months, to launch

Your Launch Path

Five steps from onboarding to full rollout

Choose Your First Form

Field2Base builds your first digital form based on one of your current paper forms — often the exact form built for your sales demo — replicating the same layout, fields, and branding your team already recognizes. Pick something basic but frequently used; it gets your team comfortable with Field2Base fastest and gives you a real form to pilot before you build out your full library.

See Form Design →

Train Company Admin

Your company Administrator(s) learns to manage Users, Devices, and Forms in the Field2Base Portal — adding users, monitoring device sync, and publishing form updates that reach the field instantly. Optionally, add workflow to your first form so submissions can be reviewed, edited, approved, or sent back before they’re final.

Explore the Admin Portal →See Workflow Automation →Talk to Professional Services →

Install Mobile Forms

Install and activate the Mobile Forms app on iOS, Android, or Windows to test your first form yourself before anyone else sees it. Mobile Forms works fully offline, so you can try photo capture, signatures, GPS, and barcode scanning right in the field — even without a signal — and confirm the form behaves the way you expect.

See the Mobile App →

Gather Feedback

Have a small group of users — typically 5 to 10 — install the app and use your first form on real jobs for a week or two. Their feedback on layout, required fields, and ease of use is the fastest way to catch issues before a company-wide rollout, and any changes you make publish to their devices instantly.

Launch

Once your pilot group is confident in the form, publish it to everyone. Your Administrator trains the rest of your team on installing and using Mobile Forms, and from here you keep building — new forms, added workflow, integrations to your back-office systems, and analytics dashboards all follow the same platform.

Planning a large deployment?

For rollouts spanning many crews, sites, or hundreds of users, our Professional Services team runs a structured pilot program — device strategy, phased rollout by site or crew, change management, and go-live support — so a big launch doesn’t feel like one.

Next Steps

After your first form is live

Create more forms

Keep digitizing! Every new form follows the same path — design, pilot, and roll out.

Set up integrations

Download form data or PDFs to your local system, or push data to ours (Enterprise). Our support team walks you through the tools.

See Data Integration →

Build custom dashboards

Work with our Professional Services team to create custom dashboards using our Analytics product (Enterprise).

See Professional Services →

Frequently asked questions

Ready to build your first form?

Get a personalized walkthrough, or talk to Professional Services about workflows and integrations.