What does Professional Services include?

Form design and build, workflow configuration, integration development, deployment and rollout, training, and ongoing managed services. We handle as much or as little as you need.

How long does a typical deployment take?

Most organizations are live within days to a few weeks for an initial workflow, depending on complexity and integration needs. We scope a clear timeline up front.

Can you replicate our existing paper forms?

Yes — exactly. Matching your current forms is one of the fastest ways to drive adoption, and it is a core part of what our services team does.

Will you build the integrations to our back-office systems?

Yes. Our team maps and builds connections to ERP, accounting, CRM, GIS, CMMS, and custom systems using the Data Integration Manager, APIs, and web services.

Do you offer support after go-live?

Yes. Ongoing managed services cover new forms, workflow changes, and added integrations so your platform evolves with your operation.

Help

Professional Services

We build your forms, workflows, and dashboards for you

From initial scoping to go-live support, our Professional Services team designs your forms, configures the custom business logic behind your workflows, and trains your teams — so you launch in weeks, not months.

Digitizing your forms exactly as they work today requires no code. When you want conditional rules or business logic layered on top, Field2Base’s optional low-code environment lets those forms function as real applications.

Every engagement is scoped and quoted before work begins. Purchased hours never expire.

Two Ways to Work With Us

You build, or we build — either way, we apply the logic

You build the front end, we apply the logic

Already comfortable designing forms? Build the layout and fields yourself, then bring it to Professional Services to script validations, conditional logic, auto-calculations, and approval workflows on top of it.

We build every aspect for you

Prefer a done-for-you approach? Our team handles the full build — template formatting, regions and layout, scripting, workflows, and analytics or BI dashboards — so you launch without touching the form designer.

20+

Years deploying field workflows

Weeks

From kickoff to live — not months

tabindex="-1"50/hr

Scoped hourly rate, quoted up front

Never

Purchased hours expire

How We Work

A clear path from paper to live

Scope

We map your highest-impact workflow, review your current forms, and provide a custom quote for your review and approval before any work begins.

Build

We design your forms and configure the business logic, validations, and approval workflows around how your operation actually runs.

Launch

We pilot with a crew, refine, and roll out to the full team with hands-on go-live support — so you launch in weeks, not months.

Support

Our Technical Support Team is available for ongoing questions once work is delivered. Need more? Pick up where you left off — your hours never expire.

What We Do

Done-for-you, end to end

Consulting

Our Technical Implementation Engineers help you determine the most effective form design and workflow to maximize your field workers’ experience, minimize error, and improve handling times — including guidance on integration options and training plans.

Form Design & Build

We replicate your existing paper forms exactly — same layout, fields, and branding — then add drop-downs, validations, conditional logic, and auto-calculations. You go live with forms your team already recognizes.

Custom Workflow Configuration

One step or multiple stages, we build the low-code business logic behind it: approval chains, routing rules, notifications, exception handling, and branded PDF outputs using the Field2Base Workflow feature.

Expedited Deployment

From device strategy and pilot to full field rollout, we manage the launch. Phased deployment, change management, and go-live support get your teams productive fast.

Training & Enablement

Role-based training and enablement resources for field crews, office staff, and administrators. Most teams — even paper-resistant ones — are productive within a day.

Analytics & BI Dashboards

We turn your form data into personalized analytics and business intelligence dashboards — heat maps, pie charts, bar charts, and filterable tables built to highlight what matters to your operation.

Why Field2Base

A partner, not just a platform

We build it for you

You do not need internal developers or a long internal project. Our team does the design, workflow configuration, and dashboard work.

Operational, not theoretical

Two decades of field deployments across utilities, construction, healthcare, government, and field service inform every engagement.

Adoption-first

Forms that mirror your existing paper drive fast adoption — even with crews resistant to new technology.

Scoped and transparent

Every engagement is scoped and quoted before work begins, billed at a standard hourly rate, and your purchased hours never expire.

Professional Services FAQ

Common questions

Let our team build it with you

Tell us about the workflow you want to digitize. We will scope it, quote it, and get your team live.