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Field2Base
Platform

Everything Your Field Team Needs. One Platform.

Digitize every field process, automate every workflow, and connect your entire operation — from field data capture to approvals, integrations, analytics, and reporting — all on one platform.

Form Design

Create unlimited digital workflows that start with familiar forms

Forms Designer is the interface your team uses to build digital forms — no developers required. Drag-and-drop fields, built-in validation, and conditional logic handle the business rules most organizations need, right out of the box. When you need more, Professional Services can extend a form with advanced JavaScript, enterprise integrations, and sophisticated low-code business logic. Simple enough for business users. Powerful enough for enterprise organizations.

Exact form replication
Upload your current template and recreate the exact layout digitally, so your team recognizes it immediately
Drag-and-drop field types
Text, dropdowns, dates, photos, signatures, GPS, barcodes, calculations, and more
Data validation, built in
Required fields, range checks, conditional show/hide, and cross-field validation catch bad data at the point of capture — before it ever leaves the field
Publish & versioning
Click "Publish" to dispatch updates to every device instantly, with full version history to reuse or roll back any form
Forms Designer
Publish
Field Types
Text
Dropdown
Date
Photo
Signature
GPS
Barcode
Calculation
Data Capture

Built for the field, works without a signal

Field2Base Mobile Forms™ works the way your team does — on any device, with or without a signal. Complete forms and capture proof in the field, and everything syncs automatically the moment connectivity returns.

Works offline
Complete forms, capture photos, collect signatures — all without a signal. Syncs automatically when connectivity returns.
Every device your team carries
Native iOS and Android apps, plus the same forms in the Field2Base web app for office and desktop use.
Start new, save, receive work orders
Start a new form, save a draft, receive forms pre-filled for you with turn-by-turn directions to the job site, and view previously sent forms — all right in the app
What you can capture
Every field type you need to get complete, accurate data on the first visit.
Photos & videos
Electronic signatures
GPS & timestamps
Barcode scan
Voice-to-text
Dropdowns
Checkboxes
Date & time
Calculations
Attachments
Field2Base MobileForms
Works Offline
MobileFormsOffline
ACME Produce delivery order form
Capturing
ACME Produce delivery order form
Workflow Automation

Route, review, and approve — automatically

Submitting a form is just the start. From there, Field2Base turns it into an operational workflow — routing, approvals, notifications, document generation, and integrations all happen automatically. No manual hand-offs, and nothing slips through the cracks.

Basic workflows
One-step review processes where authorized individuals can review, edit, approve, or reject forms from the field
Custom multi-step workflows
Multi-level approval chains with escalation rules, delegation, conditional routing, and branching logic
Notifications & custom emails
Notify people inside or outside your organization at any workflow step — Field2Base’s email editor lets you personalize the message for each recipient
Visibility & audit history
View any form at any stage from a manager’s perspective, with a full history of who took what action and when
Workflow: Inspection → Review → Approval → Export
Form Submitted
Sarah M. · Plant #4
Manager Review
Approved by Mike T.
PDF Generated
Branded report emailed to customer
Synced to ERP
Data exported via DIM
✓ Workflow complete · Zero manual steps required
Admin Portal

Manage your entire field operation from anywhere

The Field2Base Admin Portal is entirely web-based, so you can run your field operation from the office, a job site, or home. Add users, publish form updates, and dispatch work without waiting on IT. As organizations grow, administrators manage hundreds of workflows, users, devices, permissions, and deployments from one centralized portal.

User, role & group management
Add and remove users, assign permissions, and organize your team into groups — no IT ticket required
Device & license tracking
See which devices are active, confirm they’re running the latest version, and monitor license usage in real time
Dispatch & prefill
Send pre-populated work orders to the field with the job details already filled in
Document management & search
Every completed form is retained and organized — filter and search by sender, form type, or date range to find the captured data you need for compliance and audits
Field2Base Mobile Forms Portal — dashboard view with usage stats and charts
Analytics & Business Intelligence

Turn field data into decisions with real-time business intelligence

Operational data drives intelligent decision making. Our web-based BI and analytics portal provides interactive graphical representations of your operational data so you can identify trends, measure performance, and continuously improve your operations over time — far beyond basic spreadsheets.

Custom BI dashboards
Configurable views tracking the KPIs that matter to you — submission volume, completion rates, approval status, and trends
Interactive charts
Pivot tables, line graphs, pie/bar charts, and heat maps to visualize your field data
GPS mapping
Interactive maps with heat-map density views and pin-point locations to visualize where data was captured
Exportable data
Export and pivot your data for compliance, auditing, and executive reporting
Analytics Dashboard
● Live
1,247
This month
98.4%
Completion
12 min
Avg time
$74k
Est. savings
Submissions over time
By form type
Safety Inspections92%
Work Orders78%
Service Reports64%
Audits41%
Data Integration

Get field data into the systems you already use

If your software won’t interact with your current systems, is it really helping your business? Field2Base Data Integration connects to the ERP, CRM, and GIS systems you already run, exchanging data bi-directionally so information flows automatically — eliminating double data entry and manual re-keying.

Two-way data flow
Prefill forms with the job details already in your system before you dispatch, then automatically deliver completed data back into your ERP, CRM, or GIS — no manual re-entry in either direction
APIs & web services
REST APIs and web services for custom, real-time connections to your ERP, CRM, GIS, or dispatch systems
Pre-built plugins
Accelerate setup with ready-made connectors for common data formats and protocols
Data Integration Module
DIM v4.2
Field Data In
Mobile Forms
Dispatched Work
Signatures & Photos
GPS & Timestamps
Field2Base Integration Software
Map · Transform · Route
OR
API
REST · Web Services
Your Systems
ERPs
ODBC · OLEDB
CRM Systems
API · Web Services
GIS Systems
CSV · XML
Custom Systems
REST API
Payment Processing

Accept payments directly in the field — no extra hardware

We partnered with Propelr, a trusted payments provider, to offer low-cost, secure, and seamlessly integrated payment acceptance within Field2Base. Process credit cards in the mobile app, on the web, or over the phone — all without leaving the platform.

Low-cost, transparent pricing
Propelr manages interchange costs with exclusive wholesale rates and easy-to-digest statements — no hidden fees
All payment types
Accept payments however your customers want to pay — in mobile apps, online, or over the phone
Automated reconciliation
Payments automatically reconcile with your form data — no manual matching required
Simple setup
Sign up with Propelr, link your account in the Admin Portal, add a payment button in Designer, and start processing
Payment Processing
PCI Compliant
Amount Due
tabindex="-1",480.00
•••• •••• •••• 4242
09 / 27
CVC •••
Pay tabindex="-1",480.00
Payment Details
Card Number•••• 4242
Card TypeMastercard
Approval CodeAUTH 048217
Exceptional Processing Rates
Exclusive to Field2Base customers
Enterprise Readiness

Secure and compliant, out of the box

The same platform that runs a single inspection is built to meet the security and compliance requirements of the largest enterprises.

SOC 2 Type II Certified
TxRAMP Certified
Hosted on Microsoft Azure
NIST 800-53 aligned
HIPAA-aligned workflows
Offline-capable in the field
Role-based permissions
REST APIs & enterprise integrations

Grow with Field2Base

Most organizations begin by digitizing one paper process — such as an inspection, work order, admission packet, or safety checklist.

As needs grow, they add additional workflows, automate approvals, connect existing business systems, build operational dashboards, and standardize processes across departments.

One platform.Hundreds of workflows.Continuous operational improvement.

Ready to see it in action?

Get a personalized walkthrough of the Field2Base platform — tailored to your industry and workflows.