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features
design
support

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Write a Review

Description

The foundation of the Field2Base platform is Mobile Forms™, an easy-to-use digital forms solution that eliminates uncertainty when transmitting data in today's intricate mobile landscape. This platform empowers businesses to convert their paper order forms into digital formats, facilitating a transition to paperless operations within just a few days. With these capabilities, organizations can enhance their mobile forms workflow. It effortlessly integrates with your current applications, enabling you to make informed choices based on the data collected from your forms. Additionally, you can configure the routing of your forms for approvals in alignment with your company’s specific rules. Designed initially in 2002 to meet the needs of the construction sector, Mobile Forms™ serves as a reliable tool for the field service industry. Over the years, it has evolved to become the cornerstone of our entire software suite, illustrating its significance in streamlining operations. Its versatility and efficiency have made it an essential resource for modern businesses seeking to improve their data management processes.

Description

Envision the evolution of field technician roles: Transition from merely checking items off a list to engaging in dynamic audits, installations, inspections, and assessments that respond to real-time conditions. Effortlessly generate and finalize forms on a large scale, manage analytics, and streamline workflows—all while enjoying the safety and familiarity of your Salesforce platform. This mobile solution, designed specifically for Salesforce, facilitates procedural guidance, enforces standardized practices, and gathers data even in offline scenarios. With a user-friendly drag-and-drop template builder, personalized styling options, and the ability to clone templates and questions for expedited creation, you can enhance efficiency significantly. Minimize risks by capturing an unprecedented amount of information within one comprehensive tool. You can carry out tasks offline, make and modify Salesforce records without connectivity, and synchronize with Salesforce automatically once you are back online. This innovative approach not only boosts productivity but also ensures that data integrity is maintained throughout every process.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce No 

Integrations

Salesforce Yes 

Pricing Details

$25 per month
Free Trial No 
Free Version No 

Pricing Details

$20/month
For non-profit and volume pricing, please reach out to us. For more information on our various pricing options, visit our website.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Field2Base

Founded

2002

Country

United States

Website

www.field2base.com

Vendor Details

Company Name

Youreka

Founded

2008

Country

United States

Website

www.youreka.io

Product Features

Forms Automation

Approval Process Control Yes 
Archiving & Retention Yes 
Collaboration Yes 
Document Indexing No 
Drag & Drop Yes 
Full Text Search No 
Remote Document Access Yes 
Rules-Based Workflow Yes 
Text Editing No 
Version Control Yes 

Product Features

Forms Automation

Approval Process Control Yes 
Archiving & Retention Yes 
Collaboration Yes 
Document Indexing Yes 
Drag & Drop Yes 
Full Text Search Yes 
Remote Document Access Yes 
Rules-Based Workflow Yes 
Text Editing Yes 
Version Control Yes 

Alternatives

Alternatives

TeleForm Reviews

TeleForm

ePartner Consulting