Name: Feature Focus: See your Data as it happens with FastField
Uploaded: 2025-04-29T17:31:10.154Z
Duration: 1 h 24 s
Description: Feature Focus: See your Data as it happens with FastField

Transcript for "Feature Focus: See your Data as it happens with FastField": Hello, everyone. Welcome to our feature focused webinar. Today, we are covering Fast Field, talking about, some of our new features and things that we announced, almost a month ago now at Empower. Hard to believe that we are in, New Orleans. Again, almost almost a full month at this point, which is crazy. Time really flies. But super excited to dive into those features of Fast Field, share with all of you the improvements and things that we're making. I know we have a mix of, people on the call, some people who are currently using Fast Field, some people who are using Quickbase, not FastField, and some who might not be using either. So really excited to share everything that Quickbase and FastField can do together and, again, those improvements and changes that, we're making to the platform here today. So before we dive in, just a few quick things to note. We are recording this session right now. So if you have to, hop off early, wanna revisit any of the content, or wanna share this with any members of your team after the fact, you will be able to do so. Be on the lookout for an email from us tomorrow with, that recording and some additional resources around Fast Field. We also will have time at the end for q and a. So if you're in this gold gold cast platform, you'll be able to see the q and a box, with the chat. Feel free to drop questions into that q and a box at any time throughout. Again, we'll for sure have time at the end. We'll try and answer some stuff real time if it makes sense. But, feel free to drop those in at any time, and we'll make sure to get to as many questions as we can. If we do run out of time, definitely feel free to reach out to us, directly after the webinar, to your account manager, whatever you prefer. We'll make sure we get those questions answered for you. Alright. So moving forward, I will not be chatting at you guys the whole time. But to introduce myself, my name is Charlie Kleiner. I'm a customer marketing manager here at Quickbase. So that means the core of my job is to really, run webinars like this and educate all of you on how to better use, Quickbase and Fastfield, share those improvements, make sure that you all are getting the most that you can out of your Quickbase and Fastfield experience. So super excited to be, again, talking about the improvements of fast field and really excited to have, these two experts on fast fields with us today. So I will let them introduce themselves. So first and foremost, we have Matthew Fry. Matthew, do you wanna say hi and give a little background on yourself? Yeah. Absolutely. Thank you, Charlie. So, Matthew Frye. I've been with Fastfield. I think now it's been fourteen plus years, as far as, working with Fastfield and, excited to be here. My current position in Quickbase is bridging the gap for Quickbase customers to better understand how they might capitalize on Fastfield. And, also, I work with Fastfield customers that might be interested in Quickbase. So just kind of that bridge in between and being a subject matter expert in, in Fast Field specifically. So thanks for having me on. Look forward to this time. Excellent. Thanks, Matthew. And with Matthew, we have Adam Lathrop. Adam, I will let you introduce yourself and then take it away from here. Yeah. Thanks, Charlie. My name's Adam Lathrop. I've been with Fastfield for, jeez, coming on ten years now. So a little bit behind Matthew, but, started out as customer support, started doing design, and and then into product management for Fastfield as well. With the previous, history in in construction industry, yeah, my primary role and responsibility is, product manager for Fast Field. So, build new features, fix bugs, anything related to new and maintaining existing product functionality. Yeah. So before we get started, I just need to read off this slide, for legal purpose. But safe harbor means that the content provided is for information purposes only and is subject to change without notice. Quickbase has no obligation to commitment or to develop or deliver any future release, upgrade, feature, enhancement, or function described in this presentation. Alright. And an overview of the agenda, we are going to be looking at the differences between Fast Field and Quickbase mobile solutions, just a really high level overview just so anyone who who maybe isn't aware of what Fast Field does or does not do, we can kinda quickly compare it to Quickbase mobile, so that we're we're starting off on the right foot. We're gonna be able to use and showcase our AI form converter. For anyone who is at Empower, you may have seen, like, a really quick, view into that. I'm gonna kinda get we're gonna get a little bit more into the nuts and bolts of AI form converter, show its capability, what it does, what it doesn't do, things like that. We are going to be able to demonstrate, the functionality of, that AI form converted form in the field with our Fast Field app. We're also gonna enhance, that same form with some extra capability to show the connection that we have currently between Fast Field and Quickbase using data tables, and then also workflow that, you know, once you collect the data in the field, sending that data to Quickbase and all that. And we're also gonna showcase preview, probably is the better word, a handful of our new AI features that we've been working on, in global workflow. And then finally, at the end, we're gonna have some time for q and a. Alright. So if you're currently aware of Quickbase mobile, this is really a a an app that is designed to meet the needs of the business leader and the ops technologist. So any data that you collect within Quickbase, you can see your dashboards within within that app. You can see your tables and records, and it's really meant for, the people in the office, the, the back end of your company. Well, Fast Field is specifically designed for the frontline workers. So at least the the Fast Field app is what we're talking about. And so your boots on the ground, your, supervisors, managers, field workers, anyone who needs to be your, your end user in the field actually collecting data. And so the use cases are inspections and incident reporting, work orders and time sheets, safety and compliance, and asset management, and many other use cases. You can bend and conform just like you can with Quickbase. You can conform Fastfield to your specific use case in the field. And so, yeah, I just mentioned a handful of the forms that you can build to meet these needs. But, yeah, inspections and audits, work orders, surveys, daily logs, timesheets, or any other custom form that you need. And with, being a platform that is focused on field workers, it comes with a whole set of, specific capabilities that are really, really important to those, to those industries. So offline data collection is probably the most primary one. So once you download that form in the Fast Field app, you can use that form and collect data offline. You don't need a connection. Once you actually collect the data and submit it in an offline situation, if you hit connectivity, then, it'll sync up with the servers immediately. So you won't lose data or anything like that. Digital signatures, dispatching and, dispatching forms and tasks, geotagging and time stamping, multimedia capture photos, multi photo capture. We have custom report builders, in our tool, in our portal. You can capture barcodes, NFC, and OCR. We're gonna demonstrate OCR capability a little bit later as well. And then we do have dynamic workflow and routing, to name a few. There's there's many others that we have as well. This is just high level looking at the Fastfield platform. Alright. So we wanna start off with this prob a identifying a problem that migrating paper forms to mobile forms can be very time consuming. Many of you probably have never used Fast Field. You're wondering, hey. Will this meet my needs? How long is it gonna take to spin up mobile forms for my workforce? Or we're gonna kind of introduce AI form converter so that this will really, really help and it and speed up the process of converting your form. So, let's see. Go ahead and go to the next slide. What if you could convert your paper form to digital forms in minutes? So previously, before a AI Form Converter, depending on the size of your your form, honestly, it can take, hours and even days to to build a form from scratch when you're just transcribing field from field, choosing your field type, dragging it over, configuring it, and all that. What if you could do it in minutes? And even less than that, we're gonna demonstrate that it actually take depending on the form size can take more or less. So introducing a form converter. Like I said, a lot of this was on Empower. So some of this is can be a a rerun, but I think it's really good to dive into the nuts and bolts of how this works. You can automatically convert your existing PDF and paper forms to dynamic mobile forms using AI. And as you can see in that screenshot even, you could you could sketch out a form. If you didn't have one already, you had an idea for a form that you want, you could sketch it out on a cocktail napkin, snap a photo with your phone, upload it to AI form converter, and it would transcribe that all into an actual working fast field form in minutes, even seconds. I think I'm gonna screen share at this point. Let's see. Alright. Am I sharing my screen already? No. I don't think I am. Let me Alright. There we go. Now I can share my screen. Alright. So I am in the Fast Field portal right now, and I have a handful of forms already built. But I'm going to take a look at this HVAC unit inspection form. This is one say, for for example, I've already been using in in my company. My technicians have been filling this out, have been filling this out in the field just, you know, clipboard, writing down, with a pen and paper, but we wanna improve that process. So let's start by uploading this form, into Fast Field using a AI form converter. So I'm gonna select new form. And, by the way, I'm on the forms page. I'm gonna come up to the top right, select new form, and then select a form converter. And I'm going to select upload PDF. I'm gonna come down to, where is it? There we go. HVAC inspection form. I'm gonna open that up, and it's going to consume all of this information. It's gonna take the the name of the form, the section headers, the fields, translate them into specific field types. It's gonna grab list information. And you as you can see in about fifteen seconds, it has already built my form. This probably would have taken, I don't know, two hours for me initially to transcribe this form from this paper into into an actual fast field form. But here we go. I'm gonna open up the pages and sections, and we can compare. And you can see I've got my date field. It it knew it didn't just name a text field. It knew that it was a date field, so it went ahead and translated that and added a date field. You can see inspection type. If I click in this inspection type, it's already has all the values for me already in that field. Location GPS field, and I can see customer information matches up with customer information if I click on that. So you can see that it does a really good job of doing a best it can to grab the information that's in the form and translate that into a fast field form. Okay. This is great, but there's a few things I would like to add. So if I go into customer information, I can see that customer name is simply a text field. Right? It it comes straight from this. It translate that as a text field. But what if I wanted this to pull a list from a Quickbase table that I already have? So I am actually gonna delete this field. I'm gonna add the data table list that I have here, and then I am going to rename this customer name. And then I'm going to connect up a, a data table. Now I already have a data table prebuilt, but I'm gonna go ahead and show you how I would connect this up just so you're not aware. If someone wants to kind of start using Fast Field and and I just wanna show that process, but I have an active customers list already connected to a Quickbase table. I'm just gonna select that, and then I'm going to select customer name. This is my display column that I'm gonna be using. In this case, I'm gonna be using the customer name. But I'm just gonna save this as a draft real quick, And then I'm gonna go back to the portal, and I'm gonna go into list page. And then from here, I can go into data tables and select new table. And as you can see, we have a connect to a Quickbase table option here. I'm gonna select that, and then I already have a Quickbase Realm integration set up. So if you didn't have one set up, you could just select new integration here, and it would run you through the whole process of connecting up your Quickbase, realm. But I already have one selected, so I'm going to select my safety app. And, by the way, let me just run you real quick through this app that I have. I've got, my customer's table as you can see here. This is this is all live. So you can see that this same table, I will be using in my Fast Field, portal as well. I'll be connecting that to my data table. And, I've got my HVAC inspection, repair tasks, all all different types of tables here. And so if I come into my safety app, which which will connect to this particular app that I already have and choose a table, I'm gonna select my customers table. And here I have two options. Either I can just use the all the data that's in my customers table, or I can toggle on this new beta feature that we came out with, about a month ago, a month and a half, two months ago, where you can actually utilize a t a a report that's built off your table that further filters down options. So in this case, I have a table that's already set for active customers. So this would already be something that I had to set up on my quick base table. Instead of having all my customers, I only wanna show only my active customers. So I can select this, choose the the columns that I wanna use or the fields that I wanna use, and continue with the setup process. And, this doesn't take very long. This only takes, you know, thirty seconds, a few minutes at most. I already have this table already active and working. And so you can see here, I've got, I've got all these customers who are active currently, and this is coming directly from my Quickbase table. And if you could come here and I go to my reports, I can see that this active, customer's report is here as well. And this is exactly the table that it's using. So if ever this table updates, customers shipped from active to inactive, new customers added, that kind of thing, then it'll automatically update this data table. Okay. So I showed you kinda how that works, how to add this, data table to your Fast Field account. But now I'm gonna actually go into my form that I created, and I'm going to make sure that I have this customer name selected active customers, which I do. I have the full customers list, and then I also have the active customers. So I'm just gonna select that. And then the other thing now that I've done that, the other thing I really wanna do is I want to, connect this whole form to one of my Quickbase tables that I already have. There's actually two things you can do. If you already have a Quickbase table that is gonna be receiving all the data that's collected in the field, then, you can do that. Or if you don't have a table yet, maybe this is a brand new use case or or whatever. You don't have to actually build that table from scratch in Quickbase if you have the form already built in Fast Field. So what I'm gonna do to do that, I'm gonna demonstrate that second option, is I'm going to connect to Quickbase table. Sorry. This is a little bit actually don't need that screen anymore. Oh, by the way, before we get into that, let me just preview this form. I'm just gonna quickly show you the kind of the web app version of this form so you can see, if I click customer name, these are all my active customers. It's it's already working. But we're gonna show Matthew's gonna demonstrate this, what it actually looks like in the Fast Field app. You can see list fields, GPS fields, yes, no fields, rating fields, all kinds of things already, this form is already essentially working. So real quick, let's get into connect to Quickbase table. And just like before, I'm gonna choose the Quickbase Realm integration that I already had set up. I'm gonna choose my safety app as the application, and then I'm gonna choose table. Okay? So here's where I could either decide to map it up to an existing, in existing table so I can map it to this HVAC inspection table that I already have, or I can create a new one. In this case, I'm just gonna create a new one. And here it goes, and it finds all of the fields within fast fields. It tries to determine, hey. What type of field do you want to generate within Quickbase? And here's where you can just name your name your table. So, HVAC inspection table demo. And I'm gonna name it something weird just so that it's, so that it kinda calls it out different from my other tables so we can identify that. But, here's where you can choose the field type that you want to make it within Quickbase. You can name your, maybe if you didn't want customer name to be your field within within Quickbase. You could rename that to something else. You can make it required or unique. I'm just gonna go ahead and select all these fields and continue to create table. Once we've done that, and I save it, I can go back to my safety app. And let me just refresh my page here, and you can see that I have the HVAC inspection demo, table already created with all the field types that, that I need from that form, whatever I've configured. And it's already linked up. So you don't have to not only is the table created, but there is a connection now between each of the fields and the each of the fields in Fast Field and then each of the fields within Quickbase. And you can validate that too. If you go into your form back in Fast Field, there's this new Quickbase mapping section for each field. So I'm selected on customer name. I can see that customer name within Quickbase field. There's a connection established. So any data that's collected for customer name will be sent to the customer name field within Quickbase. Okay. So then all I have to do within that, validate a few more fields. Okay. It looks like everything is mapped the way I want it to. I'm just gonna save and publish, and Matthew is gonna demonstrate what this looks like out in the field. Alright. Thanks, Adam. Can everybody hear me okay? I think I'm on stage. Great. Okay. So I'm gonna go ahead and share my screen, and we're gonna go ahead and showcase the mobile device. So just validating, Charlie, and Adam. Can you see the mobile device on the screen? Okay. Cool. Yep. So, for everybody on the call, this is me holding my device. So what we're seeing is live, directly from my mobile phone. I'm using an iOS, app, and I'm gonna go ahead into Fast Field and select forms. When I select my forms, I have, the HVAC unit inspection form that Adam created. And, Adam, great job on that. Really great demos up to this point. And so now what we're gonna do is go ahead and fill out that form as though I'm that technician that boots on the ground that's collecting the data, going out to a particular job site, and we're gonna do some routine maintenance on a specific specific HVAC unit. And so I'm just gonna fill out some of the fields that that were created in this form, and then again, as Adam said, any questions we can, work on the q and a at the end. I'm gonna go and do a routine maintenance. I'm gonna set a location, a GPS location. Now what I'm gonna do just for this demo is I am gonna move that location, over to a different place so you can see a route that's created, on our next basically, what we're gonna be doing is is generating a task that's gonna go out from this form to a technician to complete. And so you'll understand kinda why I set that GPS, but it does allow for you to move that pin around on your map if you want to. Otherwise, you can disable that ability for your team to move a pin around on the map. That's entirely up to the the person that's building the form. K. Now the customer information, this is what Adam was showing us with regard to the data table and in this case, the report that he created for only active customers. So if I were to select, for example, you know, Snow Roberts here, that's coming directly from Quickbase. And if you were to add a new, you know, customer in the system, all of, that information for that new customer would be immediately available. And if I'm in on a list, I also have the ability to select this little arrow with the cloud down to validate and make sure that I have the most updated data table, records. So, you also notice that if I select a customer, it automatically populates phone and email directly from the data, in Quickbase. Okay? So in this case, we're gonna do an inspection on a split system, and we're gonna showcase our OCR capability, which is super exciting. And we're about to, you know, release this. So this is an active, beta right now for iOS, which it's something that if you were interested in, we do have an active beta for iOS. We're working also on Android. So coming soon, you'll be able to have, OCR on both, iOS and Android. So I'm gonna go ahead, and select this icon in the lower left hand corner, it's a new icon for OCR, and we're going to scan this label. And this label then will pop in, and I'm gonna hit the save button. Now what I've done is I've already mapped these fields. So you'll notice if it came up, I would have unmapped fields. Because I save this as a template, which down here it says save as a template. Hopefully, you can see that. When I save that template, I give it a name, and I'm calling this HVAC. So you can have a number of templates when you scan a particular label or item. And if you've named it and mapped it, it should remember what you did previously and and then allow for you to import that information onto your form. Okay? So you're gonna automatically see Linux, you know, the model number and serial number. And so it just takes that first time of scanning, to sit to basically save and map those fields to the fields you want on your form. Once you save that template and name it, you can use it over and over again. K. Adam, I don't know if there's anything you'd like to add to that before I I move on. No. Not necessarily. I mean, as you guys can see, I mean, I mean, being out I I I have previous grounds in construction. Right? So I've got a lot of experience there in scanning labels and and things like that. Or trying to transcribe those things is really time consuming and error prone. Right? So I'm just going in there trying to tap in what for model number c b nine seven dash whatever. Right? And that is super, error prone, takes a long time, and just just a really bad experience. Or it's just really time consuming and just not not great. Right? With this, it speeds up the whole process. It's it's much less error prone. I mean, it's probably good to check some of those values just to make sure they're popping in right. But, I mean, it's in our testing, it's been super reliable, and it and it does a really good job of transcribing those values. So this is a really cool feature that we're really excited about. If you're trying to capture or transcribe information from a physical reality, any type of label, cards, anything like that, man, this is a great, great option. Yep. Okay. Good. One thing I will note is, you'll notice that we have m slash n. We are working actively right now to allow for some more flexibility to say, I only want CB n CB97. I wanna remove m n. So just kinda keep keep your lookout for that. That is something that we're actively also working on is what exactly do you wanna capture. And I know, like, for example, with some companies I work with, in with vehicles, for example, Ford, their VIN number will start with, you know, Ford or certain digits. So being able to only capture that information you want is also important. Okay? So we're This is stuff that we're identifying in the beta. Right? We're just saying, okay. That's what how is it behaving? What can we do to improve it? But even still, like, even even with that, it's probably easier to come in and tap right before the c and then delete the m dash n real quick Right. As opposed to having to transcribe all that. So as it is, like, it's still a huge time saver and still improves accuracy, but we're still trying to figure out some of those, navigate some of those things, how how we should handle them. So Yeah. Okay. And that's really dependent upon each customer because you might, you know, want that. Another customer may not. Okay. So moving on, general, condition of the the piece of equipment. So far, it's clean. I'm just gonna kinda go through and rate this as overall, actually, rating of five is good. Okay? And I'll go ahead and take a picture of the unit. And for those of you who have not, you know, used Fast Field, it's incredibly nice because you can take multiple photos. And then, once you've taken those photos, you can open those specific photos up and make notes and annotate on top of those notes, which you'll see. I'm gonna do that here on the next round. So we'll kinda leave that to the next one here. So as we move down, I'm gonna go to electrical components. And what I did find with the electrical components are some issues. The wiring connections were not secure and there were definitely signs potential signs of burnt wires, capacitors, and, contactors in good condition. I'm also gonna say no. So we'll take some pictures here, and I'll show you the annotation capabilities. So, in fact, I am gonna go to this next slide here here, and we'll just use this one. K. So I took three photos. And, definitely, on this last photo, there's a a connector that, looks like it wasn't, connected right. And I'm gonna go ahead and note that. And I probably should retake this photo. So I could do that, just by simply clicking the more and retake photo. So I'm gonna go ahead and do that just so I get a better picture of that issue, and then I'm gonna go ahead and note that. K. Annotate on top of that. We also have the ability to use speech to text to add any sort of notes that might be important to that particular photo. Maybe it might be for future reference for a technician that comes out later or for the customer's report. You can notice those notes and the annotation will stay with that photo. Alright. Moving down, air filters, clean. I'm just gonna say yes. And, again, we can, you know, take a picture of the air filter. I'm not gonna overdo, this because you've already seen it. So we'll continue down. Everything looks good. And then for notes, I am gonna make a note here because what we're gonna do is we're gonna generate a task for the technician. And so I'm gonna say electrical connection issues identified. There is a corrosion on some of the ground wires that need to be replaced. There's also disconnected ground wire and disconnected connector. Please replace immediately as the unit is not functional. K. So just having those notes, speech to text now, it always says gonna with me, and that's probably because the way I say it. So I'm gonna go in there and and just fix that really quick. I'm gonna go ahead and sign off. So signature capture. K. And it's already, noting the date. So, Adam, before I submit, I just wanna validate that there isn't anything else that you'd like to showcase on the form, before I go ahead and submit the form. No. I think that all looks that that all looks great. Good. Okay. So I'm gonna go ahead and submit this form. And, ultimately, what's gonna happen is this form is gonna be, you know, delivered up to Quickbase. Right? But also what happens is a task is going to be delivered. And so because I'm on the mobile side, Adam's not, I'm just going to pretend to be the technician as well that receives that task. And, so what we did is we created behind the scenes a workflow. And that workflow basically is noting, hey. If there's a failure or an issue, we're gonna go ahead and create a separate child task that's gonna be delivered out, and it's gonna be, you know, sent to a particular, group because we don't know if it's Mary, John, or Joe in that group, which technician is gonna grab it and work with it. But in this case, I'm gonna say I'm grabbing it as a technician. So it's landed in this group tasks folder. K? And just as a side note, if you're working with Quickbase, something great to know is that you can use pipelines to dispatch out to our inbox and also deliver, forms directly from dispatch forms directly from Quickbase to Fastfield, either to a particular individual, which would be my task, or to a group. So in this case, I'm going to take a peek at, where this location is. I can tap in on, on that particular map to look at it, and I can go ahead and assign this to myself. K? And I'm gonna start the form. So you'll notice right away that it's providing all the details from the customer phone number, and it's providing some other, you know, information so that when it goes back up to Quickbase, it can update or an existing record, it's providing the information that was already collected by me originally, the model number, serial number, and, also, I can view the pictures and, see the notes that were associated, with that particular, form. So, what I love is the ability for you to track your time. Now if you find that you don't want individuals to track their own time using a timer behind the scenes, you can set up calculations where it can say, okay. From beginning a form to end the form, how long did it take for them to complete that? So I'm gonna take a look at this schematic here, just as a reference. So we call this an embedded photo. So this is a field type that Fastfield offers, where you can have an image such as this just showcasing, hey. This is what it should look like. So I'm gonna replace the damaged wire. I'm gonna go ahead and and take a photo of the updated wiring. K. Use that photo. And, there are some parts, that I'm going to replace, and there's a cost to those parts. So I'm gonna go ahead and select my parts list. Now, this is something I believe, Adam, you brought up when we were reviewing together. This, parts list is coming directly from Quickbase. So you could have a whole entire parts list that has pricing associated with it. So if I scan this barcode, the, the pump, it's prepopulating the description, the price, and I can put in the quantity. So maybe I needed two. It could calculate out the total. In this case, I'm only do one. I'm gonna add another item because we need to do one more part, which is going to be the power supply wiring. So I'm gonna scan that part. And, again, the description and the price and one. If I'm happy with, with this, I'm gonna go ahead and say done. At the top, you'll notice that I have two parts and the total cost of those parts is $4.90. Again, the beauty of this is if you change or add new parts in Quickbase, those parts will immediately be updated and ready within, Fastfield. So you have one true source that you're feeding off of. I'm gonna go ahead and sign off and submit the form. I have a choice. Now these are called statuses, so Fastfield has the ability to set a status in the field. You can also set statuses off rules. But in this case, I'm letting the individual in the field make the choice. I'm gonna say it's completed, and I'm gonna submit the form. And then, Adam, we're gonna pass back over to you, I believe, at this point. Great. Thanks, Matthew. Charlie, are we how much time do we have on this? What's should I be concerned a little bit about five more minutes type thing? We got about twenty minutes left, Adam. So, do with that what you will. Okay. Thank you. Yeah. I wanna leave some time for q and a, so I might try to, rush through this, a little bit. Matthew, can you stop sharing your screen, and then I will share mine? Thank you. And alright. I'm gonna just show my entire screen here. Alright. Thank you, Matthew, for submitting those. I'm gonna actually go into the HVAC inspection table. As you can see, it sent the record that Matthew just submitted directly into Quickbase because we had already previously set up that connection between them. I'm gonna view this record and see that I've got all these details. I've got these, photos that he identified. I have his comments. And then I can also see if I dive a little bit deeper, there's a repair task. I can see the snapshots. I can see the parts that he ordered. Everything's here. Right? And, what's cool is at this point, I can go ahead and, approve, this repair, and that is going to trigger a, a pipeline that's been previously built, that's connected to this form. And it's gonna send out a, a dispatch to Matthew. Now we're not I'm actually Matthew. I'm gonna kinda cut this part out, just for time. But, essentially, it's gonna send an email directly to to Matthew, and he it'll send him a a, fast field web app form that he'll he would be able to fill out and approve. But, essentially, it's the same thing similar to what what we've are already demonstrated. And I'm not gonna show the pipeline, but, mostly because, I actually don't have access. My my boss built this pipeline, and I haven't been able to get in there and edit it. But, just to show you kind of that flow, it shows all different types of capabilities, sending this data to to Quickbase, you know, filling out the data within Fastfield. And and I think it probably demonstrates a lot of the capability that you can have between, Fast Field and Quickbase. Alright. I think we need to show a slide here. Let's see. Let me get back into this. Let me show the correct slide here. Alright. So this just really quickly shows, kind of the connection between the back office and the boots on the ground between Fast Field and Quickbase. And but now we're going to move into intelligent workflow automation. And this is gonna just demonstrate some of the things we've been working on, with AI, workflow. And let's see. Alright. So manually reviewing field inspections, audits, and checklists can dramatically slow down your field to office workflows, and it can be costly. What if reviewing forms could be faster, easier, and require far less manual effort? We've been working on a handful of, like I said, AI automated workflow, conditions specifically. I'm gonna demonstrate some of those right now. So, as your fast field forms are submitted, you can have AI evaluate your submission, and, we call it an AI condition, and it'll evaluate for kinda whatever you want it to. Say you want it to find failures in your, submissions and then do something else with it. Email some email someone, send send, the submission data to Quickbase then or send a Slack message or whatever it is. Right? You can have it conditionally send those things. I'm just gonna quickly demonstrate what that's gonna look like. And you guys can see my screen. Right? Or am I not showing my screen? No. I'm not. Let me oh, wait. I am. Am I sharing my screen? No. I'm not. Okay. How do I share my screen? Okay. Here we go. Sorry, everyone. Okay. Let me get into this. Alright. So I'm on my forms page, but I'm actually gonna go into workflow, global workflow. And then I'm gonna go into this AI powered workflow, and I'm gonna add a condition. Now I it it's sending a Slack message now, but, obviously, you can have this send we've got a bunch of different actions within within Fast Field that you can email people, send to Google Sheets, send a Quickbase, send a SharePoint, all different types of things that you can do. But with if you build a condition for AI submission analysis, this will essentially evaluate this particular form that's coming in and say, hey. Is this submission have a certain condition? Whatever you want it. So maybe it's, hey. If this inspector is, you know, Matthew. If the inspector is Matthew, then you can have it look for the inspector being Matthew and then do something else. Or you can just say, hey. This submission contains issues or failures. So previously, if I didn't have this AI condition editor, you would have to kinda go in and manually build, hey. For see if I had a hundred fields in my inspection, hey. Does this field, equal failure, then do this. Right? And if this field has a failure, then do this. If this field has a failure, do this. And there's there's ways to kind of consolidate all that, but there's nothing quite as simple as this. So I'm actually gonna test this submission that Matthew just submitted, and evaluate it for if the submission contains issues or failures. I'm gonna select that. And this is just a test, by the way. This is just showing, hey. Did the did the AI evaluate this correctly? So it says, hey. The statement is correct. It did find issues or failures. The condition is satisfied, and then it just provides, AI statement based off of what it found. So the user statement is correct. The submission data, indicates several failures. One, wiring connections are not secure. Two, capacitors and contactors are not in good condition. Three, there are signs of burn exposed. So he just kind of the AI is summarizing what this submission contains as far as issues. So now that it it it found an issue, then you can, save this as your condition and then perform whatever action you want. So there's that. And then there's also the AI, document analysis. So it'll essentially is the same exact thing, but you connect that to a document viewer field where someone in the field boots on the ground can upload some type of document, and then it'll analyze that particular document for the same thing. So, and then and then this is again a condition. So based off whether that condition is is true or false, it'll perform some other type of action. So these are some new AI features that we have. And then also, we'd previously set set this up. So, there's a third one where you can use AI to analyze and summarize your submission and send you a a PDF. So I did this in Slack, and let me actually open up Slack real quick and see if it sent it to me. Gonna go real quick to myself. I sent it to myself. And as you can see, this found all of these potential corrective actions, inspection notes, and issues found. And these are all things that I configured for it to summarize for me, in that, Slack action. And then also oh, problem with having Slack open. I'm getting a call. You can also see here's an example of one of our custom reports that I had previously built for this particular HVAC inspection. So I can scroll through, and you can see it's stylized nicely, but it has all of my, photos. It has, issue photos and things like that already built in it that's sent to my Slack. So that's just as an example, what can be built using our AI workflow. Alright. So now I think I got to share my slide again. Right? Let me get into so we're kind of nearing the end here. I'm trying to finish it up as a summary. Charlie, do I just click to go to the next slide? Oh, here we go. Cool. So as a summary, we started with, collecting critical data in the field and delivering it to Quickbase. That's oh, I'm sorry. Let's there we go. Sorry. I I will go ahead and collect. Here we go. We use AI form converter to create a fast field form. We connected that into Quickbase using data tables and connected that fast field form directly to the Quickbase table. And then we can we saw how you can use your Fast Field workflow engine to analyze through AI, submit a data, and perform certain actions. And then we also dispatch work orders and tasks through through pipelines in Quickbase. Oh, yeah. And then AI driven alerts in summary. So that's where you saw that it sent that message to me in Slack. Alright. And then so as a kind of kind of wrapping everything around, hey. Some of this is really cool. When is it available? AI form converter is internally in GA, so it's it's currently available to everyone. Mapping of Fastfield forms to Quickbase tables, that's currently available for everyone. Fastfield pipeline channel, subform dispatch, that's currently all available. Fastfield pipeline channel photo dispatch, that's all currently available. New forms experience in Quickbase mobile, that was from Empower. That shouldn't be on here because we didn't really go through Quickbase mobile, just a high level overview. Data table links to Quickbase reports, that's in a public beta. So it's available for everyone, but just know it's it's a public beta that's currently open. Create Quickbase tables from Fast Field forms, same story. It's currently available for everyone, just in a beta. Fast Field AI workflow is in a private beta. So you need to kind of flip that on for your account if you wanted to be on that. And then finally, Fast Field OCR is currently in a private beta for o iOS, Android, ETA. It's currently being worked on. Our GA is generally planned for q three. Awesome. Thank you, Adam and Matthew, for walking us through all of that. A ton of great content, great stuff to see. We've got a little bit of time here for q and a. So, we'll get through as much as we can in the next seven minutes here. But just a couple quick reminders before that. If we don't get to your question, definitely feel free to reach out to us directly. We'll be happy to help, whether that's through our support channels or directly with your account manager or CSM. Then I'm just gonna pop up the features side as well because I know we've got some questions about, which features are available in GA, which are, in beta in the chat and in the q and a box. So we'll just leave this one up here as we go through, those questions as well. And another quick reminder, this was recorded, so we'll send this out tomorrow via email, so be on the lookout, for that. And then to join any of these programs as well, please email support@fastfieldforms.com, and they will be able to help you get started with those beta programs. Alright. So looking here at the questions that we've got, one question we've got here for Matthew or Adam, is the Fast Field app HIPAA compliant? So I'd recommend I I went ahead and put the trust center, link. I think it is important for us not I it's my understanding that we are in parity with whatever Quickbase offers when it comes to the security packages. So I think that one might be good for us to get back to you on and just validate. And, Adam, unless you know out of the gate, I think the trust center link is the first place I would go. And then second of all, if you wanna go ahead and send over, that request, I can do a little digging just to validate for you as as best I can. Yeah. I think that's good. Just reference our trust center there. That'll give you a good overview of of what, you know, what type of security compliance you're you're looking for there. Yeah. Awesome. Thank you both. Mhmm. Question here. Can the tables be an import from SharePoint? So you're talking about data tables. No. But we would love to do that. That's something that we've talked about internally. Please submit it as a feature request, within, Quickbase, or within Fast Field portal if you're in there as well. That's something that we've talked about quite a bit. We'd we'd love we'd love to do that. It's not currently prioritized, and we're not actively working on it, but but that's something we have talked about quite a bit. Yeah. And if you do wanna request, those sorts of items, Adam, if you're in Fast Field, on the left hand navigation panel, you go to help. And in there, you can provide product updates or view I'm sorry. Not product updates, but you can view our idea board and add an item that can be voted on. And, Adam, what what are some other ways? Is that the best way to go through and provide that or feedback as well within that area? Yeah. If you're if you're in Quickbase, you could also just submit a support ticket. I mean, like, it'll it'll get to us eventually. I mean, and then Quickbase if you're in Quickbase, you can just submit product feedback there too and just make sure you kinda tag that as fast field feedback as well. Perfect. We got a couple questions, from people using Quickbase only right now on how to get started with Fast Field. I just dropped in the chat the link to start, your Fast Field trial if you are currently not using Fast Field. So free feel free to click that link and, get started at any time. Another question here that we have is around, how accurate is the OCR or AI model? And kind of as a follow-up from that from the same person, are there any, features or functionalities to check the quality of those images? So as far as OCR, Matthew, I think, answered this in the chat a little bit, but it is very good. Like, it it does a really good job even in in all of our testing. If if you're taking a a a snapshot of a photo of of a label and, like, you're kinda off center and it's kinda weird. Right? And even if it's, like, even a little fuzzy, it tends to do a really, really good job in my experience, at at identifying even if it's fuzzy. Like, I don't know. I've I've had it come back with amazing results for low quality images that it that it captures. So, Matthew, is that your experience as well? I think that's pretty pretty well our our experience across the board. Yeah. And, I mean, if I if I could show my screen, I have a label, which is a good example. But, yes, the answer is yes. I've tested it myself in places where there's not great connectivity. I don't know how hard it would be for me just to show my screen, but this is a good example. Can I go ahead and share that real quick? I know we're getting towards the end here. Yeah. That's fine. I will note while Matthew is trying to trying to get pulled out up here, is that OCR is not an AI feature. So if you've got AI limitations where, like, you you, you know, you can't do AI because of this and that, OCR is still available. It doesn't use AI at all. And then the accuracy of AI, as far as our other AI features like AI workflow that I demonstrated, it does a really stinking good job of finding things. But it may be something that if if you have questions about that, maybe you could get on the closed beta, and we can see, you know, if it if it works for your specific use case. So I don't know if you guys can see the screen, but this is, like, an example of a label that's been worn out. This is off of my, air conditioning unit outside. There's shadows on there. It's been scratched. Right? And, it kinda makes me wonder what's what's going on out there. But the reality is ten years, that label's been sitting in the sun. So, it pulled up the the model number and serial number perfectly. K. So just, that's an example of, hey. It wasn't that great. I have found that metal tags, that one has been a little bit difficult. So just, you know, if you need to test out, I would just go, you know tag me and stuff like that. It's yeah. Yeah. Yeah. And then I did find, in the security center, it does talk a little bit more about HIPAA, and it does talk about Fastfield. So it says this dedication to security and compliance isn't just a checkbox. It's a cornerstone of Fastfield's ethos. And then it and then it does provide, it says HIPAA security rule attestation. So what I would do is don't listen to Adam or I, from any legal standpoint, but go look at the trust center as your reference. And if you have further questions, reach out to our team and we'll make sure to get someone to help you out with that. K? Awesome. Thanks for looking more into that, Matthew. And thanks, Matthew and Adam, for answering questions and, giving those demos for us here today. I know we are at times, so wanna be cognizant of everyone who hopped on and really keep it within this, hour here. So we're gonna wrap things up. But, again, if you have any questions that didn't get answered or anything that comes up after the webinar, feel free to reach out to us directly whether that is via support or your CSM or your account manager. If you did submit a question through the q and a function that, we did not get to, we'll have someone reach out to you, and get that specific question that you submitted answered as well. So be on the lookout via email for that. Quick reminder, we are sending out the recording and some resources. Be on the lookout for that in your email inbox tomorrow. And then, again, to join any of those beta programs that we talked through today, reach out to support@fastfieldforms.com. And that is all we've got for you today. Thanks again, Adam and Matthew. Thank you all for joining us. Have a great rest of your week. Thank you.