How to make the most of your FastField integration
FastField is the missing piece to your field-to-office workflow. It lets your field teams collect rich data on their mobile devices (online or offline) and send it back to Quickbase. By linking your Quickbase account with FastField or starting a 30-day trial, you’ll be able to connect data, users, and workflows between accounts. To help, here are six ways to make the most of your FastField-Quickbase integration. Create a FastField form from a Quickbase table Create forms from PDFs or images with the AI Form Converter Sync and manage lists with data tables Get organized with user roles and libraries Connect your data for real-time insights Assign tasks to reduce downtime 1. Create a FastField form from a Quickbase table Already have a Quickbase table you’d like to turn into a mobile form? Use the New FastField form button in Quickbase to create a FastField form based on the table's schema in seconds. Then, share your forms with field teams for use in the FastField mobile app. When they tap Submit, your Quickbase tables update automatically. Learn more about creating a FastField form from a Quickbase table. 2. Create formsfrom PDFs or images with the AI Form Converter Use the AI Form Converter to upload or take a picture of an existing form and convert it into a FastField form instantly. AI Form Converter works with: Printed paper forms Digital PDF forms Handwritten forms Learn more about the AI Form Converter or try it out in the FastField Portal. 3. Sync and manage lists with data tables Want to add dropdown lists to your FastField forms? Use data tables to create and manage lists (like customer or project details) that you can add to any form. Sync these lists with your Quickbase records to keep them up to date. Data tables are a great way to manage lists in one place while having them automatically update wherever they’re used. Learn more aboutdata tables. 4. Get organized with user roles and libraries With FastField and Quickbase, you’re always in control. We make it easy to: Add and remove users Set roles and permissions Organize your forms into libraries Add users to FastField from Quickbase If you’re a Quickbase Admin, you can add existing users and groups to FastField as Builder and Collector roles from the Permissions page. Allow people to access FastField straight from Quickbase. No extra logins. No gray work. Add your mobile team and set permissions Add your field team’s mobile users on the Users page of the FastField Portal. Assign user roles to better manage your team and grant permissions. Learn more about FastField user roles and permissions. Use libraries to share and organize forms in FastField Assign users to form libraries for an easy way to share forms with specific groups within your team. User roles and libraries work together to group users and permit access to sets of forms. Users can access their assigned libraries and forms in the Form Libraries section of the app. Learn more aboutlibraries. 5. Connect your data for real-time insights Connecting FastField and Quickbase ensures your data won’t get lost in the field. When users submit FastField forms, your Quickbase records are automatically updated—so you can do more with your data. From onsite inspections to work orders, connect FastField to Quickbase to gain real-time insights and keep your back office and field teams in sync. There are multiple ways to connect yourFastField and Quickbase data: Create a FastField form from a Quickbase table Create a global workflow Create a data table 6. Assign tasks to reduce downtime When issues arise in the field, don’t wait...assign tasks! Tasks in FastField are one-off assignments for specific users or user groups. They’re great for to-dos, work orders, and other follow-up work. Tasks can include: Instructions Pre-filled data Auto-populated data Due dates Location tags Priority levels Custom statuses Notifications Assign tasks directly from the field Empower your team to identify issues and assign follow-up work directly from their mobile device in the field. For even faster resolution, automate tasks based on responses to specific form fields. Learn more about how FastField tasks can help your team get the job done. Dispatch a task with a pipeline Connect to FastField from your pipeline to automatically dispatch tasks. Do things like set up a form that’s sent to a job site whenever an issue is found during an inspection. Learn more aboutcreating pipelines. Get started with FastField Use these tips to start bridging the gap in your mobile workflow. Don't have FastField yet? Head to the Permissions page in the Quickbase Admin Console to start a free 30-day trial.Revolutionize Mobile Workforce Management with FastField: A Game-Changer for Field Operations
In operations-heavy industries, you need to be able to reach your teams at any time, from anywhere. Not just for efficiency, but for overall safety and collaboration. In today’s always-on economy, workers out in the field have to be set up to receive information and updates in real time from the back office and vice versa. Otherwise, you’re going to be dealing with costly delays, constant miscommunication, and avoidable worksite injuries. Unfortunately, too many vertical-driven businesses aren’t equipped to deal with the modern, dynamic speed of work, and as a result, can’t keep up with demand. In 2023, Quickbase teamed up with FastField to address this challenge head-on. We formed a powerful partnership that bridges the gap between the field and the office like never before using advanced, but extremely easy-to-use, mobile compatibilities. Whether you’re in construction, manufacturing, utilities, or any industry where on-site data capture is crucial, FastField provides a versatile tool that streamlines your workflows, eliminates Gray Work, and helps your workers stay connected when it matters most. Fast, accurate data capture right at your fingertips. FastField is a powerful mobile forms solution that allows businesses to capture data in the field effortlessly. FastField's robust mobile forms solution ensures seamless data capture, form generation, and real-time insight from the field. No more paper forms, no more endless searching through countless spreadsheets, no more manual data entry—goodbye, Gray Work. Eliminate Gray Work, elevate great work. By enabling real-time data collection and seamless integration with your back-office systems, FastField ensures that your team spends less time on administrative tasks and more time on what truly matters—delivering results. Key capabilities include: Enhanced Data Accuracy: Eliminate the risk of manual data entry errors with digital forms that ensure accurate data capture every time. Real-Time Data Sync: Instantly sync data from the field to your central database, allowing for real-time updates and quicker decision-making. Customizable Forms: Create and deploy customized forms tailored to your specific business needs, ensuring that you capture the exact data you need. Offline Capability: Collect data even in remote locations without internet access. FastField will sync the data once connectivity is restored. Advanced Features: Utilize advanced features like GPS location tracking, barcode scanning, and media capture to enrich your data collection process. How FastField takes field data collection to the next level. FastField builds on Quickbase’s already robust work management platform with features like: AI Form Converter: Leverages AI to convert an existing PDF document or paper form into a FastField form in seconds. This feature automatically translates pages, sections, and fields into the FastField form model. Available in open beta. Image Capture with Annotation: Capture and annotate images directly within the app, providing a clear and detailed visual record of field conditions. Offline Data Collection: Continue data collection without interruption, even in areas with no internet connectivity, ensuring that no data is lost. Custom Workflows: Design custom workflows that guide your field teams through complex data collection processes, ensuring consistency and compliance. Integrating Quickbase and FastField:end-to end solutions for unmatchedefficiency. Quickbase and FastField’s new integrations have created a powerful synergy -- delivering a seamless, end-to-end solution that enhances productivity, data management, and operational efficiency across your organization. Single Sign-On: Users can now access FastField using their existing Quickbase credentials, simplifying login processes and enhancing security. Two-Way Data Integration: Starting mid-August 2024, you can create a corresponding mobile form in FastField directly from a Quickbase table, ensuring that field data is automatically synced to your Quickbase app. Streamlined Workflows: Design focused mobile forms by excluding unnecessary fields, creating shorter and more efficient workflows for your field teams. Automated Dispatching: Use the FastField connector in Quickbase Pipelines to automate the dispatch of forms, pre-fill fields, and assign tasks, ensuring that your field teams have all the information they need to perform their duties effectively. Unified Administration: Manage your FastField billing directly from the Quickbase Admin Console, with easier access to billing management features. Together, Quickbase and FastField make work easier, more accurate, and safer. Combining Quickbase and FastField provides a comprehensive solution that covers all aspects of your business operations—from field data collection to back-office management. Here’s why you should consider using both products together: Increased Productivity: With automated data integration and streamlined workflows, your teams can focus on high-value tasks rather than administrative overhead. Enhanced Data Accuracy: Real-time data sync ensures that everyone in your organization has access to the most up-to-date information, reducing errors and improving decision-making. Improved Collaboration: Seamless integration between field and office teams fosters better communication and collaboration, driving overall business efficiency. Scalability: Whether you're a small business or a large enterprise, the combined capabilities of Quickbase and FastField can scale to meet your growing needs. Ready to experience the future of mobile workforce management with FastField and Quickbase? Start your free trial today and discover how these powerful tools can transform your operations, crush Gray Work, and drive meaningful results for your business.
