Field2Base

What Field2Base does

Field2Base is a privately-held field service automation software company founded in 2002 and headquartered in Morrisville, North Carolina. Its core product is Mobile Forms™, a digital forms platform that replicates existing paper work order forms onto Android, iOS, Windows, and Web clients with offline capture of photos, GPS, barcodes, signatures, voice-to-text, and video. The platform is extended by a Forms Designer with paper-background replication, a Basic and Custom Workflow engine, a Data Integration Module (DIM) and Enterprise Dispatch Module (EDM) supporting CSV/PDF export, ODBC/OLEDB SQL, and API/Web Services plug-ins, a Form Analytics module with heat mapping, an Admin Portal, and embedded payment processing via Propelr and CardConnect. The architecture is backed by SOC 2 Type 2, SAS70/SSAE16, HIPAA, HITEC, EVV, PCI, and CFR21 Part 11 compliance and US-only data centers.

Name

Field2Base

Legal name

Field2Base, Inc.

Website

https://field2base.com

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Field Service Automation Software

akta.pro industry

PRIMARYBPAEAJAE

Field Services & Onsite Support (Dispatch/Break-Fix)

Business & Public Services/IT & Digital Services (Managed Services, Systems Integration)/IT Service Management (ITSM) & Service Desk

SECONDARYHDAEAHAJ

eSignature, Forms & Digital Workflow Platforms

Hardware, Technology & Telecom/Enterprise Platforms & Databases/Business Process Management (BPM), Workflow & Automation Platforms

SECONDARYBPAAACAG

Field Service Dispatch & Remote Troubleshooting

Business & Public Services/Administrative & Support Services (BPO, Call Centers, Back Office)/Technical Support & Helpdesk (IT/Device/Product Support)

Keywords

• Mobile forms software
• Field service automation
• Digital forms platform
• Enterprise workflow software
• Mobile workforce solutions

Headquarters

HQ city

Morrisville

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

1. Subscription license fees: Recurring per-license subscription across three tiers — Essentials ($20/license/month), Small Business ($30/license/month), and Enterprise ($45/license/month, "Call For Customized Pricing"). Includes phone/online support and training; volume discounts and reduced fees for annual pre-payment available; month-to-month flexibility allows customers to add/remove licenses.
2. Usage-based mobile cellular/tablet fees: Customer-imputed usage costs including amortized tablet hardware (e.g., $20.84/month over 24 months) and monthly cellular service ($15) per user, layered on top of base subscription.
3. Professional Services: Fee-based services including custom form design, advanced workflow setup, integration implementation, analytics enablement, and onsite support/training ($1,000/day plus travel). Hourly rate of $150 (1-hour minimum), with volume discounts available.
4. Payment processing revenue share (via Propelr partnership): Embedded credit-card payment processing offered in partnership with Propelr; Field2Base customers receive optimized "industry-low rates" exclusive to Field2Base, indicating a revenue share or referral arrangement with Propelr.

Pricing tiers

Go-to-market motion1 record

Distribution channels5 records

Marketing channels9 records

Core offering

Field2Base develops and sells Mobile Forms™, a digital forms automation platform that lets organizations replicate paper work order forms digitally and dispatch them to a mobile workforce via Android, iOS, Windows, and Web clients. The platform bundles a drag-and-drop Forms Designer, Basic and Custom Workflow engines for review/approval routing, a Data Integration Module and Enterprise Dispatch Module for back-end system connectivity (CSV/PDF, ODBC/OLEDB SQL, API/Web Services), an Analytics module with GPS heat mapping, an Admin Portal, and integrated payment processing via Propelr.

Product overview

Field2Base offers a single unified platform — Mobile Forms™ — at its core, originally conceived in 2002 to digitize paper work order forms for the construction industry and now serving field service operations across construction, HVAC, utilities, healthcare, government, retail, and fleet verticals. The platform is sold in three pricing tiers (Essentials, Small Business, Enterprise) with add-on modules that extend functionality: Forms Designer for creating digital replicas of paper forms, Workflow for routing and approval (basic one-step and custom multi-step), Analytics for interactive reporting and visualizations, Data Integration Module (DIM) and Enterprise Dispatch Module (EDM) for back-end system integration via ODBC/OLEDB, CSV/PDF, and API & Web Services plug-ins, Admin Portal for centralized web-based management, Payment Processing (integrated with Propelr and CardConnect), and Security with SOC 2 Type 2 audited infrastructure. Vertical solutions — Enterprise Solutions, Small Business Solutions, Construction Forms, HVAC Inspection Forms, Utility Forms, Electronic Medical Forms, Government Forms, Mobile Retail Solutions, and Fleet Operations — package the platform for specific industry needs. Supporting features include Kiosk Mode, Shared Forms, Online Document Storage, and a Professional Services team for onboarding, training, and custom development.

Differentiator

Problem solved

Functional benefit

Brands

• Mobile Forms: Field2Base's flagship intuitive digital forms platform for the field service industry, originally conceived in 2002 as the foundational product on which the entire software suite is built. Available on Android, iOS, and Windows devices.
• Forms Designer

Products and services

• Mobile Forms™ Intuitive digital forms platform originally conceived in 2002 for the construction industry; the foundation of Field2Base's entire software suite. Supports Android, iOS, and Windows devices and allows companies to digitize paper work order forms and go paperless in days, with enhanced data fields including voice-to-text, credit card processing, photos with annotations, videos, audio clips, GPS, barcode scanners, legally-binding signature capture, and data mappings.
• Forms Designer Web-based application that allows customers with little to no technical expertise to create unlimited mobile forms that replicate existing paper forms. Supports custom field drawing over background images, business rules via custom scripting logic, drop-down synchronization, web services calling, credit card processing integration, and one-click publishing of forms to the field.
• Workflow

Quantifiable outcome

• $14,000/year reduction in paper and printing costs
• +6 more outcomes

Named customers11 records

Segments10 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration16 records

Feature8 records

Partnerships

Twelve partnerships are on record, tiered flagship, core and minor.

• T-MobileflagshipChannel Partner/ Reseller/ DistributorT-Mobile is an authorized Field2Base partner and wireless communications provider. T-Mobile enables connectivity for Field2Base's mobile workforce solutions and acts as a wireless channel for Field2Base products. T-Mobile logo is displayed on the Field2Base homepage and Authorized Partners page.
• Verizon CommunicationsflagshipChannel Partner/ Reseller/ DistributorVerizon has been a Field2Base partner since 2008. Verizon is an integrated telecommunications company providing wire line voice/data services, wireless services, Internet services, and network services for federal government. As a partner, Verizon supports Field2Base's mobile workforce deployments.
• Apple Developer ProgramcoreOEM/ Whitelabel/ Licensing PartnerField2Base is part of Apple's Developer Program in order to offer its Mobile Forms application on all iOS devices. Apple is the platform provider enabling iOS distribution of Field2Base's software.
• Black & VeatchflagshipImplementation/ SI/ Consulting PartnerBlack & Veatch is a leading employee-owned engineering, consulting and construction company with 100+ offices worldwide. As a verified Field2Base partner, Black & Veatch provides services in energy, water, and information — asset management/optimization, construction, consulting, and engineering.
• CardConnect (a First Data company)coreTechnology or IntegrationCardConnect provides payment processing and technology solutions for more than 230,000 organizations, backed by patented, PCI-validated point-to-point encryption (P2PE) and tokenization. CardConnect's technology is seamlessly integrated with Field2Base, providing a simple and secure payment solution.
• Covalence LLCminorImplementation/ SI/ Consulting PartnerCovalence LLC has experience in IT Consulting, Solution Delivery, and Business Intelligence. As an official Field2Base partner, Covalence educates others on the benefits of adopting smarter, more secure ways to access and analyze data.
• Think WirelesscoreChannel Partner/ Reseller/ DistributorThink Wireless has 68+ years of combined experience with cellular technologies and mobility solutions. As a certified Field2Base reseller and solution integrator, they offer premier sales, consulting, and implementation services to small businesses and large corporations throughout Canada.
• IntellineticscoreTechnology or IntegrationIntellinetics provides Enterprise Content Management (ECM) solutions. Its IntelliCloud™ platform integrates directly with Field2Base to provide long-term secure mobile form storage alongside an organization's additional internal digital documents.
• Research Triangle Cleantech Cluster (RTCC)minorGTM or Marketing PartnerRTCC is an initiative of business, government, academic, and nonprofit leaders focused on accelerating the growth of the Research Triangle Region's cleantech economy. Field2Base is proud that its Chairman, Ed White, was a leading figure in creating this initiative.
• PropelrflagshipTechnology or IntegrationPropelr is Field2Base's payments partner. Field2Base customers sign up with Propelr and link their Propelr account via the Field2Base Portal to accept credit card payments directly within mobile apps, on the web, or over the phone. Propelr offers industry-low optimized rates exclusively to Field2Base customers and 24/7 payments support.
• EversourceflagshipStrategic or Co-development PartnerSince 2014, Field2Base's partnership with Eversource has allowed them to fully integrate their Salesforce platform to instantly update gas sales and service forms. Eversource is an energy provider.
• Authorized Partner Program (Resellers / Distributors / SI / Platform Vendors / Software Developers / Referral Partners / Agents)coreChannel Partner/ Reseller/ DistributorField2Base operates a formalized partner program that actively recruits resellers, distributors, systems integrators, mobile platform vendors, complementary software developers, referral partners, and agents across Utilities, Construction, Healthcare, Petrochemical, Telecommunications, Transportation, Fleet Management, and Government verticals. A dedicated partner sign-up page exists on the site.

Scale indicators9 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• GoCanvas: GoCanvas is a mobile forms automation platform targeting field service, construction, and field workforce use cases with paper-to-digital conversion, workflow, and integrations — a directly comparable product and go-to-market to Field2Base's Mobile Forms platform.
• ProntoForms (TrueContext): TrueContext (formerly ProntoForms) provides mobile forms and field data capture for enterprise field service, with workflow, dispatch, and ERP integrations — directly competing with Field2Base in the same field-service mobile-forms niche.
• DeviceMagic: DeviceMagic offers mobile forms, inspections, and dispatch for field teams across utilities, construction, and field service — competing head-to-head with Field2Base's per-seat mobile forms model and verticals.
• FastField (by TrueContext): FastField is a mobile forms and inspection platform purpose-built for field data collection with offline support, dispatch, and back-office integration — directly comparable to Field2Base's mobile forms, dispatch, and workflow stack.
• iFormBuilder (Zerion Software): iFormBuilder provides mobile data collection and form-building for field workers, including offline capture, dispatch, and integrations — a directly comparable field-data platform to Field2Base's Mobile Forms.
• Form.com: Form.com delivers enterprise mobile forms and inspection software with workflow, analytics, and ERP integration — closely aligned to Field2Base's enterprise tier feature set (Advanced Workflow, Data Integration, Analytics).

Broad incumbents

• ServiceNow Field Service Management: ServiceNow offers a broad enterprise platform with a Field Service Management module that competes with Field2Base's enterprise deployments, but as part of a much larger workflow/ITSM suite rather than a specialized forms product.
• Salesforce Field Service: Salesforce's Field Service Cloud is a broad CRM-centric FSM offering that overlaps with Field2Base (and integrates with it via Field2Base's Salesforce integration) — a large incumbent pulling the same enterprise buyers.
• ServiceMax (GE Digital / PTC): ServiceMax is an enterprise asset-centric field service platform competing for the same utility, manufacturing, and field-service customers Field2Base serves, but with a much larger installed base and parent backing.

Emerging players

• Klippa: Klippa focuses on AI-driven document and form processing (OCR/data extraction) — an adjacent, more AI-forward emerging player that targets similar paper-to-digital workflows Field2Base addresses.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/field2base
• Facebookfacebook.com/field2base
• LinkedInlinkedin.com/company/field2base

Compliance8 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds2 records

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Field2Base