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Solution

Workflow automation that moves field paperwork without anyone touching it

Every form submission can trigger validation, approvals, notifications, document generation, and data routing — so the work that used to wait on a desk now happens automatically.

Days → min
Typical approval-to-action time
Bi-directional
ERP / CRM integration
Zero
Manual re-keying
In short

Field2Base provides workflow automation for field operations: each form a crew submits can automatically be validated, routed for approval, used to generate branded PDFs, trigger notifications, and write data bi-directionally into ERP, CRM, and accounting systems. This eliminates the manual hand-offs — re-keying, emailing, chasing approvals — that slow down field paperwork, so processes that took days complete in minutes.

The Problem

The form is the easy part. The hand-offs are what cost you.

Even after data is captured, most of the delay is in what happens next: someone emails it, someone approves it, someone re-types it into the ERP, someone files the PDF. Each hand-off is a queue. Automating the workflow turns a multi-day relay into a single submission that routes itself.

Approvals sit in inboxes for days
Office staff re-key submissions into other systems
PDFs and notifications are generated and sent by hand
No visibility into where a given job is in the process
How Field2Base Works

One connected loop, from the field to your systems

See the interactive walkthrough →
01
Design
Build or digitize the form
02
Capture
Complete it in the field, offline
03
Connect
Automate approvals & routing
04
Manage
See results in real time
What You Get

Built for workflow automation for field operations

Approval & routing rules

Define who approves what and where it goes next. Submissions route automatically based on form data — amount, type, location, or any field.

Bi-directional integration

Read data from and write data to your ERP, CRM, accounting, and custom systems via APIs and web services — mapped to your schema.

Automatic document generation

Produce branded PDFs of completed forms — work orders, certificates, reports — and deliver them to the right people automatically.

Notifications & escalations

Trigger email and in-app notifications on submission, approval, or exception, with escalation if something stalls.

Conditional logic & calculations

Let the form compute totals and drive the workflow — a high-value job routes differently than a routine one, automatically.

Process visibility

Dashboards show where every submission is — captured, pending approval, routed, complete — across teams and locations.

Who Uses It
Field ServiceUtilities & EnergyConstructionHealthcareGovernmentTransportation
Questions People Ask

Workflow Automation for Field Operations, answered

How do I automate field paperwork?+
Capture the paperwork digitally, then attach a workflow to it. With Field2Base, submitting a form automatically validates it, routes it for approval, generates any documents, sends notifications, and writes the data into your back-office systems — removing every manual hand-off between the field and the office.
How do I automate approval workflows for field reports?+
Define approval and routing rules based on the form’s data. Field2Base sends each submission to the right approver, lets them approve in one tap (including on mobile), escalates if it stalls, and routes the approved record onward automatically.
What software is similar to Power Apps but easier to manage?+
Field2Base covers the common field-operations use case — mobile forms, offline capture, approvals, and back-office integration — as a purpose-built, managed platform rather than a build-it-yourself toolkit. Teams that find Microsoft Power Apps too much to design and maintain often choose Field2Base for faster rollout and included form-design services.
Can form submissions write data back into my ERP?+
Yes. Field2Base integrates bi-directionally — it can pre-fill forms from your systems and write completed data back into ERP, CRM, accounting, and custom applications via APIs and web services.
How quickly can an approved form trigger the next step?+
Immediately. As soon as a form is submitted or approved, Field2Base can route it, generate documents, notify stakeholders, and update connected systems — turning processes that took days into minutes.
Workflow Automation for Field Operations is just one way teams use Field2Base

The same platform digitizes virtually any form-based process — inspections, work orders, DVIRs, safety and OSHA forms, timesheets, HR forms, public-facing web forms, and more.

See what you can digitize→
Related Solutions

See Field2Base on your own forms

In a short demo we’ll rebuild one of your real forms and show the full workflow, end to end.