Name: Feature Focus: FastField Tools for Automation, AI, and Efficiency
Uploaded: 2025-10-30T18:16:09.928Z
Duration: 1 h 1 min 4 s
Description: Feature Focus: FastField Tools for Automation, AI, and Efficiency

Transcript for "Feature Focus: FastField Tools for Automation, AI, and Efficiency": Hey, everyone. Welcome to our webinar today. We still have a lot of people joining us and getting connected to audio here. So we're gonna give about another minute or two for people to get all set up in Goldcast so they can hear everything that we've got to say for the next hour. So sit tight with us for just another minute. But while we are waiting, drop in the chat where you're joining us from. We're always curious to see where people are dialed in from, where they're listening from. I myself am located in Minneapolis, Minnesota. So that's where I'm coming to you all live from today. So drop that in the chat and then hang tight. We'll begin in just another minute here. Alright. Looking at the chat here, seeing where everyone's joining us from. A lot of people both across the country, but outside of The US as well. Love to see a handful of other Minnesotans dialing in as well. So thanks everyone for joining us. We're gonna get get started. Looks like some people are still getting connected to audio, but we will begin just for the sake of time here. So thank you all for joining. Just a few quick housekeeping items before we get started. First and foremost, we are recording this session right now. So the recording will be made available to you all if you need to, rewatch any part of it or send it on to any colleagues. The recording will be made available tomorrow. We'll be sure to send you all an email with that recording and some additional resources coming out of this webinar. So be on the lookout for that to hit your email inbox tomorrow. Now we are going through a lot of new features to FastField here today, which is super exciting, but, we know there's gonna be a lot of questions throughout as well. So we do wanna answer all of your questions that we can today on the webinar. Feel free to submit those questions at any time through the q and a feature right within the Goldcast platform, and we will, answer as many of those as we can at the end of the session. So, again, submit those questions at any time. We'll get to as many as we can at the end of the session. If we don't answer your questions live today, we will make sure that someone follows up with you directly to make sure that all of those questions get answered. So let's dive in. Today, we are talking about those new fast field tools focused on automation, AI, and efficiency. So here's what we've got with us today. I, myself, I'm Charlie Kleiner. I am a your marketing manager here at Quickbase. So I'm really responsible for helping, you know, cascade these new features and functionalities of both Quickbase Quickbase and FastField to all of you here on the call. So super excited to, have these two speakers, these two product experts with me today to, explain and show all of these new FastField features that we've got. So first up, we've got Adam Lathrop, who is our product manager over at FastField. So, Adam, do you wanna say hi to the group and introduce yourself? Sure. Yeah. Welcome, everybody. Excited to show show off some of these features that, that we've been putting out the last few months. And, excited to just show and tell, dive a little deeper. You guys have been to the the Empower Pro session. We're gonna go a little deeper into into some of these features and should be exciting. Awesome. Thanks, Adam. Excited to have you here today. And if you have joined any past field focused webinar before, you likely know Matthew Fry. He's always speaking on these webinars. We love to have him here. Matthew, do you wanna say hi and introduce yourself? Yeah. Absolutely. Thanks, Charlie. Alright. So Matthew Fry. Hi. Been with FastField for around fourteen years, so long time, worn many hats. Excited to be here today. My my role currently is working with Quickbase and FastField customers, bridging the gap between the two products, making sure that you're aware of the new features, sales enablement. So thank you for having me on. Look forward to being with you today. Awesome. Thanks, Matthew. And I am now gonna turn it over to Adam and Matthew and let you guys take it from here. Great. Okay. So I'm gonna go ahead and start. As mentioned, thank you for joining today's webinar. And we have a lot to cover. So, really, what we're gonna be probably doing is going through forty minutes. And so I hope at the end we get enough time to do the q and a. So we're gonna try and clip this along. So for today, what I would say is we're gonna cover, you know, what is FastField for those of you who don't know what FastField is. Many of you have already seen some of these, webinars or already know what FastField is. So definitely, you know, just know that we're gonna be covering that for people who don't. A deeper dive into three of the, the pro features, which is task scheduler, AI workflow, AI workflow conditions, which are together, label scanner, and then we're gonna jump into future features for 2026. And, so let's go ahead and and get started. Just we'd like to just talk through what is FastField. So if you go to the next slide. Yep. Thanks. So, FastField really is a a world class mobile form solution, trusted by industries around the globe, to simplify, streamline daily collection processes. And it really bridges, the gap between ensuring that accurate data is captured quickly, securely, and consistently, offline. So FastField also is, you know, a customizable, mobile forms platform. We could just say a forms platform because you can use it on laptop, desktop, in online environments, as well as your native mobile apps. With FastField, you can really, again, connect that office to the field and reduce that manual entry eliminating errors and accelerating, decision making. So, common use cases often for FastField would be compliance audits, daily logs and time sheets, asset and equipment tracking, quality inspections, and really anything else that you wanna create from a forms solution standpoint that you might have your team out in the field boots on the ground collecting. Okay. So it's important to note that FastField does work natively on the iOS and Android, apps on your phones or tablets. We also have the ability for you to fill out forms on a web app, which would be online on your laptops and desktops. We also have an option for web link. So when you build one form, you can apply that to any of those four different, platforms or areas. K. When we talk about FastField, it's pretty simple. Like, if we were to break it down, three steps. You're gonna typically build your form, in the online, portal FastField online portal, or you could have something from Quickbase that you pass down, like a table to generate a form. You deploy that form out to your team in the field. They submit the form, and then the data is collected, analyzed, and you can action upon that. And lastly, you know, FastField and Quickbase really form a perfect combination. So those of you who don't work with Quickbase, it's worth, exploring. It really delivers that precise offline data capture in the field, well, you know, well, that's FastField. And and Quickbase provides the visibility and analytics across aggregated datasets. So that's really exciting because from the FastField side, we can submit forms, and you can look at your data. But, Quickbase really opens up the visibility and aggregation of the data, which results in smarter operations, faster insights, and better business outcomes for everybody. Alright. So, next is we're gonna jump in and have a quick conversation around, FIA. And really, if we talk about what is FIA, it's it's a built in expert guide. Okay? A conversational assistant designed to help, you know, you better understand how to build your forms, troubleshoot workflows, explore new capabilities directly inside FastField portal. Now if you might wanna think about it as, like, 247 assistance, that you can tap into. I'm gonna go ahead and share my screen, and we'll take a look at, let me see if I can get my screen up here, at a live kinda show and tell of this. And, tell me if you can, if you can see my screen right now. We're getting that? Okay. So, right here, I'm gonna minimize my screen slightly. We're gonna talk with, FIA by clicking that purple button at the top of the screen, and it's gonna open up the AI system. Now, I can talk to FIA. So once I turn this on, I'm gonna turn off the speaker and the microphone because I'm just gonna paste in text. But one thing just to note is that you can actually have dialogue back and forth with Fia just by talking. Okay? Okay. So she's gonna say, hello, Matthew. I'm here to help you. And I'm gonna go ahead and say, like, if I were to speak this, instead, I'm just gonna go ahead and paste in, you know, a question. What are some ways that I can use Fast Field dashboards? K. So Fia is gonna then, you know, process that, provide feedback, give you collateral and things that might be important to you. The next thing is she's probably gonna ask, hey. I have a video on this. Would you like to take it take a look at that video? So, you can come in and use FIA like that and just go back and forth. Now one thing that Adam will probably bring up, and if he doesn't, I'm gonna bring it up now. FEA will be coming soon where it can float. So if you're in the form builder, you can ask questions about, hey, what sort of field should I use for this sort of thing? So that's a short introduction to FEA, but we wanna make sure you're aware it's there and to capitalize on it because it's super helpful. How to build workflows, what are other things that you might wanna do, field types, you know, what sort of lists does FastField offer? Tell me how how to build that workflow. Okay? So with that said, let's go ahead and move to the next slide. We're gonna jump into task scheduler. Now what I'd like to say in this demonstration so I'm gonna stop sharing my screen. Charlie, I think okay. There you go. So before we get started, we have three different features we're gonna bring to the table. Task scheduler, label scanner, and AI workflow. So at the very beginning, we're gonna show a short, like, two minute, one is three minute long. Hey. What is it? Like, what is this feature? And then Adam, in this case, will jump in and show you the ins and outs of the task scheduler. So, just know that if you've already seen these videos, go grab your coffee, come back. It takes about two minutes per video. Alright. So let's go ahead and roll with that video, and then, Adam, you'll follow-up on task scheduler. FastField task scheduler enables operations teams to easily schedule recurring or singular one time tasks. The task scheduler will save your operations team valuable time and provide your field teams full visibility into their daily, weekly, and monthly assignments. Let's explore how task scheduler boosts efficiency with automation, delivers timely assignments, and gives both office and field teams greater visibility into every task. The first notable benefit of Task Scheduler is increased efficiency through the automation of task assignments. Your team will spend less time on repetitive scheduling and more time on meaningful work. This allows dispatchers and managers to handle more jobs with fewer errors and less administrative overhead. The second major benefit is that the task scheduler will ensure timely assignments and dispatch notifications to a specific team member or user group. Whether it's daily, weekly, monthly, or quarterly, tasks are sent out exactly when they're needed and available in your team's fast field inbox. Finally, Task Scheduler offers real time insight into schedule details, such as recent dispatches and what is scheduled, what's completed, and what's overdue so both office and field teams stay aligned and informed. With Task Scheduler, you're not just scheduling repetitive tasks. You're building a more efficient, connected, and proactive field to office operation. We hope you found this short introduction to Task Scheduler helpful. Please check out our how to get started video with Task Scheduler in our help center. Awesome. Thanks, Matthew, for handing that off. I need to share my screen here, and we're gonna dive into task scheduler. Let me find the right window. There we go. Okay. So I'm gonna start off I'm gonna back up and we're gonna talk about tasks in general. What are tasks? Because I think you probably would be it'd be helpful for you to know a little bit more about what tasks are if you've never used them. So think of task like a single form instance that you can assign to one of your users, that you can add a due date, a status, a location, and you can even prefill fields on the form for your particular user to fill out. And so they'll have, that form sent to them. It'll show up in their app inbox, and then they can use that particular instance of the form with all that extra information and fill it the rest of it out and submit. So instead of someone just opening up a empty form with no extra context, with tasks, you add all that context in so they can do their job better. So, now the difference between task scheduler, our new feature, and this this legacy or what we've had so far with with task. So Task Scheduler, improves or is kinda like the v two of of tasks. It doesn't replace it, but it adds a lot of really important capabilities. So with our normal tasks, whenever you create that tasks, it all it always sends out immediately. And there was no ability to kind of add any type of recurring task ability. So whenever you sent out that task to your user, it was always sent out right away. It would show up in their inbox even if you didn't really want them to work on it right then. If you wanted to work up wanted them to work on it a month, you know, in a month, then they would still see it in their inbox. With task scheduler, it allows you to set a future, start date. So it doesn't even show up for their user, but it's still scheduled. And it allows you to set also a specific time as well. Previously with tasks, with with our normal tasks, there's no, start time. Again, it just sends immediately. Now with scheduler, you can set a future date and time for it to start on, and then a specific date and time for it to end on as well. And then the important additional feature of being able to set recurring tasks. So in this example, I'm just gonna walk through setting up a weekly timesheet. And so if you look at your left navigation here, if you go to form sharing and you go to tasks, you'll see our new task scheduler feature. Now it does have this pro tag, meaning that, you need to either be on a pro trial, a fourteen day pro trial, or you need to be or you need to have the, pro feature, that you're subscribed to. Sorry. The pro tier, that is in FastField. So one of those two things needs to be true for you to be able to use this feature. If you're already an existing customer and you and you pay for FastField, then you can start a new fourteen day pro trial. And this will give you all these pro features for fourteen days so you can try it out. Okay. Let's get started creating a new schedule. And like I said, I'm just going to get started creating a timesheet. Just gonna copy that over into my description. Now this first step is all standard. If you've done tasks before, this will all seem very familiar to you. This first step of scheduling a task is all the same. Now we get into two of these features that are tagged as pro. Dispatch to a user group, which you can set up your users to be grouped, say as technicians, in the field. You can group all your technicians into a single group and you can dispatch a single task to that whole user group, kind of a pool where it goes to them and whoever's either closest to the task location or who has enough time to complete it. They would be able to assign it to themselves and, complete the task. Now once they assign it to themselves, it removes that task from the group. So, there's lots of use cases where this is really important. And so, I'm not going to use dispatch to a user group for this example, my weekly timesheet. I actually want to use this dispatch to a user group individually. So what it does, instead of sending out a single task, it'll send out a task to every single user in that particular user group. And so in this case, I'm going to select that and I'm gonna select my technicians user group here. I'm going to send my weekly weekly timesheet. Project, I'm gonna just skip that. Status, I'm gonna set to due, meaning that the starting status when the user receives this task is that it still needs to get done. And then when they complete it, they can select done. So I'm gonna set this as a high priority. I need them to do this every single week. It's very important. Okay. So here's where things change up a little bit. Now in skip in step two, you can select your dispatch type. And so, I kind of explained a little bit. One time is just sending you're sending a single task just at a future date and time. For this example, we're gonna do recurring. And I'm gonna slowly walk through a handful, just dig a little deeper into some of these options. Ultimately, we'll settle on this weekly frequency, but I'm just gonna walk through some of these. So you can set a daily frequency. Again, start your, you can start it on a specific, like, the current date and time, or you can start it sometime in the future. And you can set, when you want this to actually start every day on. So maybe I want it to be at, 12PM noon, and and I want it to end on a specific day. So you have a project that you just need, like, a a daily, toolbox talks or something like that, you can end it on a specific day when the project is done or after a certain number of tasks that are sent out, or you can just set it for no end date. You can also enable this task due date, so that when the task is sent out, it sets the due date for x number of days after it's sent out. So you can say, okay. Say, in my example, for a weekly time sheet, I wanna give them maybe I'm gonna schedule this for sending out on Friday noon, but I want to set the due date to be on Sunday night. Right? So I'm gonna set it for two days after dispatch, and I want the time to be due maybe 6PM on Sunday night. And so that it'll that'll enable you to be able to track, once these tasks are sent out. Hey. Who is on time? Who sent this out? And who's due? And you can filter and find out who hasn't submitted their time sheet, and then, you know, get on their case for not submitting it. Right? And then you can also allow recipients, to preview tasks in their inbox as they're coming up. So if you check this off, it won't send a preview. But if you do, then when those users are online in their inbox and you've set this to say, show up in their inbox on Friday, it can give you them like a seven day heads up in their inbox, kind of send a a pretask that they can't start, but they can at least view some of the details in advance so they can prepare for whatever's coming up. So you can set it to not show them a preview in the app, or if you do want them to set, see the preview in the app, you can you can uncheck that. Alright. So I'm gonna show off some of these options a little bit more quickly. You can set it to weekly frequency. We will end up doing it on Friday. I'm gonna set no end date. I want to repeat every week, but you can alternate this to every two or three weeks or whatever it is. And then, all these bottom options are the same. Again, I can do monthly. So this gets kinda cool where you can set it to repeat every one month, but then you have some extra configuration options like you want to set it on, you know, repeat every month on the second Monday of the month. And, that's pretty, versatile and flexible for a lot of use cases. And the same with yearly as well. So say you want it to repeat only in the month of April, on the second Monday of the month in April. You can totally do that. Alright. So let's go back to weekly for our use case. I'm gonna start it today. Now this doesn't mean it's gonna be sent out today. It just means this schedule is active and live today at 12PM. And it's gonna actually send out tomorrow at 12PM since that's when I've set it to be live on. Or sorry, when it when I want to actually send out the task. Okay. So now everything else downstream is exactly the way where I want it. I want no end date to this. I want a due date of Sunday at 6PM. And down here, you can see a little summary just to kinda double check, to gut check, this is exactly what I want. This occurs weekly on Friday, starting today at 12PM. Though again, it's only gonna be sent out on Fridays. Each task is due two days after it's sent at 6PM. So that just gives me a good gut check on on what to do here. Now I can set a location for this timesheet. I don't wanna set a location. What that will do by the way, if I put in a address, it'll give in the task preview when the user's in their app, it'll show that location compared to where they're at currently. It'll give them the option to, to navigate, quickly to that spot. It'll give them how many miles and how much time it's expected to take. So that's a cool option there. You can also set this notification email when they receive a task. You can set a title and a body description for what they should expect to do here. I'm not I'm just gonna skip over that. And here's where you can fill out your form if you want to give, some extra information in your form. Again, I'm gonna skip that. I want them to fill all this out, and I'm gonna schedule my task. So you can see right away, it creates this schedule. And every time a schedule is actually sent, it will show on your dispatch task because it's been dispatched. Right? But what you can see as an added feature in this task scheduler screen is you can see a calendar. And you can see exactly when these new schedules are going to be sent out. So here we go. We've got, all this on Friday. We got exactly when these are gonna be sent out, and recipients, everyone in the technicians group. Again, once this is all sent out, and you can add extra filters and days once this starts filling up. As you can imagine, as you create a lot of schedules, this is gonna fill up. You can also see, based off the color of all these, when it's dispatched. Hey, if it's on device, if it's been started, if it's been submitted, and all that. Again, once these have been dispatched, you can see them show up on your dispatch tasks. And that's where you can see, hey, you know, technicians form or sorry, the, timesheet form has been sent out to all these different recipients. Are they due? Have they submitted? And you can do your normal filtering here as well. So that is a deeper dive into task scheduler. I think now we're going to move on to, label scanners. Let me stop sharing this real quick. I think we're gonna do our intro real quick, our intro video. What is FastField label scanner? How can it help your mobile teams make data collection faster, easier, and more accurate from the field back to the office? Technicians often need to record information from equipment labels or asset tags, serial numbers, model numbers, manufacturer details, and more. That's where FastField label scanner makes a huge impact on repetitive data entry. Simply use FastField label scanner to capture text from a label and have the text automatically map into the correct fields on your form. You can even save these field mappings as templates for repeated use. Consider every piece of equipment, asset, tag, and use case your team handles each day when collecting data. By capturing this information digitally, you'll gain improved accuracy and fewer errors, reducing mistakes from manual entry, ensuring cleaner data, and minimizing the need for follow ups or corrections later. We hope you found this short introduction. Alright. So I'm going to share my screen again here. And we're gonna demo a little bit of this OCR label scanner, and I'm gonna dive into some of the extra features that you may not have seen yet. Okay. Hopefully, you all can see my screen. So I have an HVAC unit inspection form up. I'm not gonna fill the whole thing out. We're really gonna focus on this labels. Oh, actually, you know what? Hold on. Before we do this, I'm actually gonna hop right into the, portal again. I'm a let me just stop sharing my screen. Sorry about that. Totally forgot. I want to share the portal real quick so that you can know where you need to turn this on. So if you start a pro trial, this label OCR scanner, that is a pro feature as well. So again, you need the the pro trial or you need to be subscribed to the pro tier. And when you do that, when you either have a trial or you're in the pro tier, then the label scanner should automatically be turned on to your account. And the way you can tell whether it's turned on or not is you'll as an admin, you need to be an admin role, you need to come into company settings, go to your mobile apps here, and it's this first option that's on the top, enable mobile users to scan with OCR. So this will when you either subscribe to pro or you turn on the pro trial, it'll automatically turn this toggle on for your users so they can use this in their apps. And so it'll turn on or be visible after they log in the next time that they've toggled on this particular thing. So if they're not seeing it in their mobile apps, if you either have the pro trial or you are subscribed to pro, then you need to first check and see if this is toggled on. And if it is toggled on, then most likely they just need to log out of their app real quick, log back in, and it'll be available for them to see. So I just wanted to really quick highlight that. Let me show you what it looks like in the app. Alright. Back to my HVAC unit inspection form. And right in the bottom left of the screen, you can see this little blue target kind of looking icon that has a little file on it. So I'm gonna tap that, and it's gonna automatically open up my my scanner here. So now it's going to try its best to try and find, hey, this, I think, is where you're trying to scan. Now if I were to wait for it, then it would kinda take the picture automatically or I can tap the take picture, icon. And here I can choose to either keep the scan or to retake it. I'm gonna go ahead and keep it. And here you can see also that you can change the bounds of where you want it to look. Say you captured maybe a larger photo, but you wanted to zoom in on a specific part of the label, so you wanted to skip all these other details and instead, you know, just focus on this part, then you could totally do that. Right? And so that's really helpful if you need to kinda zero in on a specific area of the screen. I'm just gonna keep this wide open and tap keep scan. From here, I'm going to save it. Now I could go in and take more photos if I wanted to of different labels and have it analyze all that in one go. But I think most of the time, people are just wanting to take one photo. Now I'm gonna dive into some extra options that we have that I think are really cool to highlight. As I scroll down, you can see that it captured a lot of information. Right? And so all these are different values that I can map into fields on my form. It it, captured the, manufacturer, which is this Trane x r, the model number, serial number, and I'll end up focusing on just these top three to paste into my form. But before I do that, if you look, to right to the left of the train x r label, you can see this little cogwheel. This will give you some extra options to either trim or replace text that it detects. So if I wanted to say trim, whenever it detected train x r, then I want it to, well, actually, you know what? I'm gonna do the replace on this one. I'll trim on another one. So I'm gonna actually find the word train. This is an example. Let's say this, manufacturer changed names. And I wanted every time I scanned an old label, I wanted to find train, and I wanted to replace with, like, Harris. Again, this is just me making something up. Now it can do that. You can see what scanned and what's edited. So if there's always either a label or some type of value that is just really unique and slightly off, you can do a replace text on this, and I can save that. And the power of doing this, by the way, either a trim or replace, is that you can then save a template and it will be able to repeat that trim or replace every time every time it detects these types of fields. So I'm actually gonna do a trim on both the model number and the serial number. So I'm gonna do the same thing here. I'm gonna go to model number, and I'm gonna trim the first I don't know. Let me guess. 10? Was that it? No. Nine? There we go. You can see, again, what was scanned up top and what was edited, it trimmed all the mod number text that's written before the actual number that I want to save. So I'm gonna save that. That's exactly what I want, and I'm gonna do the same thing for serial number. I'm just gonna give a guess. Did I do it? No. Maybe 11. I think that's what it is. I think that trimmed the space as well. I'm gonna go ahead and save that. And here, the real power of this is obviously saving the template. Okay. So I've actually already have a train x r template saved. That's what that blue train x r thing at the top is. I am going to once it detects that there's a change to my previously saved template, then I'm gonna tap that. That'll override it and say, hey, these are the new changes I want. And from here, I'm going to map these to my specific fields. So what I'm doing is tapping every single field, the Harris XR. I've mapped it into the manufacturer field of my form. I've got this, model number that I've mapped into the model number, and serial number down below that I've mapped in the mural number, serial number. And you can see those mappings correspondence right there. And once I map those, I can, again, save this template and then import it. Now one note that I would say with saving templates, is that the best way to do this, the west best way to make this a repeatable process, what we the technology that we use to, save these templates is really a coordinate system. So it's detecting, hey, This is how big the label is. These are some different coordinates within this label, and it's trying its best to detect. Hey. This is, this is a label. What I recommend if you have what I recommend is once you have a label that you want to scan repeatedly, you should save, maybe two or three templates of the same label. That will make sure that there are, you know, there's enough coordinates out there that that it'll be able to detect that label repeatedly. Now we are working on the technology, I will say. This is an important thing that we've identified when we came out with label OCR scanner. And as AI technology is continuing to improve, we're looking to bolster, this technology in our app so that it can be a little bit more intelligent with detecting these labels. So you don't have to scan multiple temp templates or sorry, save multiple templates for the same label. So I will put out the note. It's the tape template scanning is a little finicky, but we're working on that. Okay? So let me tap import on this top right hand corner, and you can see that it, pasted Harris XR, and the manufacturer, model number, and serial number all in there. So that is a quick demo and a little bit deeper dive into some of the features of our label scanner. And I think from here, I'm gonna hand it over to Matthew. Alright. Awesome, Adam. Thank you so much. You gave us a lot of sneaky gold nuggets there, that we don't normally see, and I think it's really worth getting more depth in the label scanner. So we have about we're gonna hopefully wrap this thing up in ten minutes. It's gonna be pressing, and then we'll hopefully we'll have all our our, some question and answer time. But I'd like to jump into this video just, giving you a highlight on, AI workflow. And then I'm gonna jump into a quick demo, and then we'll do, follow-up with features for 2026. Alright. So, Charlie, if you wanna go ahead and play that video, that'd be great. What is Fastfield's AI workflow, and how will it improve the creation and implementation of workflows by making them faster, easier, and more automated? No matter the industry, teams are constantly capturing information, whether it's inspections, audits, safety checks, or project updates. Too often, that data sits in a report until someone has time to review it, leading to delays and missed opportunities. With AI workflow, FastField transforms those submissions into immediate intelligent actions. Let's take a look at three key features that AI workflow delivers. Each will save time, money, and provide better visibility in your daily operations. The first key advantage of AI workflow is its ability to instantly analyze form submissions. The second is its power to automatically generate clear, concise findings in a summary report. And finally, AI workflow streamlines operations by automating workflows, whether that's sending alerts directly to a manager, escalating safety concerns, or producing compliance ready reports with no extra effort, AI workflow has you covered. Let's take a moment to explore how AI workflow can be put into action in your organization today. Imagine a vehicle inspection audit for an entire fleet where each question is marked as either pass or fail, covering more than 50 checklist items, including tire condition, windshield integrity, oil levels, mirrors, seat belts, and other key components. As a safety technician completes a monthly safety audit of the company's vehicle fleet using a FastField mobile form, He identifies several issues with one particular vehicle. The tires are cracked and severely worn, and the dashboard displays a flashing red indicator for low oil level. The tires are an urgent safety concern, and the oil level requires maintenance for vehicle health. After completing the inspection, the technician submits the form. Instantly, FastField's AI workflow takes over. It analyzes the submission in real time, flags the failed items, and automatically generates a summary report detailing the issues. This report is then delivered directly to the director of safety. At the same time, an action resolution form is created and dispatched to the mechanics department as a task already prefilled with all the necessary information for follow-up. Once the mechanic submits the resolution form, FastField AI workflow instantly verifies the repairs, notifies the director of safety, and updates key team members. A finalized safety report is automatically generated and delivered to a Quickbase record, and the task status is updated in FastField's online portal for compliance. This closes the loop by ensuring visibility, accountability, and streamlined reporting without manual follow-up. To learn how to set up AI workflow, check out our how to set up AI workflow. Alright. So hopefully, that's helpful. I'd like to just dive straight in, and go ahead and showcase how to get started with this. And I'm gonna have to clip it along here. So my recommendation is definitely get in, and play around with this feature. Charlie, Adam, just wanna make sure everybody can see my screen right now. It's good? Okay. Right on. So, what I'm gonna be doing is just show I've submitted a form, which is this asset collection form where I've gone out and I've identified a number of pieces of equipment in the field. And in this case, the forklift is not starting, maybe the battery, but we're unsure. And so what I want that to do is trigger an action to deliver a report to the mechanic, but I also wanna deliver an overall assets report, to the project manager. And so that form has already been submitted. So what I'm gonna do, for the sake of time is show you how to build a quick workflow that would simulate that sort of, setup. Okay? So first thing, I'm gonna go to global workflow on the left hand navigation panel. Second is I'm gonna set up a new workflow. K? I'm gonna go ahead and and give this workflow a name and, let's just go ahead and call this asset management. K? Something of that sort. And then I'm gonna choose the form, which is this asset management equipment form. Now as far as actions are concerned, I'm actually gonna create two separate actions. And the first action will generate an AI summary, and that AI summary report will deliver to the, project managers saying, hey, here's all the assets that we found on this particular project. The second, action set that I'm gonna create is a summary report, if there's any failures found, to deliver that to the, mechanics department. Okay? So for the first action, what do I wanna do? I'm gonna go ahead and, email, to a specific user or I can email from a field. The email from field is great because it's very dynamic. So on my form, I action that I actually have a field called project manager email, so it's gonna be dynamic. The email subject, I can choose from different pills, maybe, on the form. So let's do job site, and we can say assets found, something like this. Right? And then what I might wanna do is create this, a PDF summary. And in plain English, I can come in here and say what I want. Like, what what I want this workflow to do. So in this case, I created already kind of a pre created set here, which is create a summary report with a date, customer, job site, address, project manager at the top of the report. The second second section, I'd like to have a list of assets on the job site with the serial numbers, note if it is existing asset or a new asset, and, it should should note any assets that failed checklist. Oh, and I I actually didn't grab the second component. It went on to my next page here. So let me paste that in. K? Now let's say that you were like, I I don't know what I would write in here. You can click on example summary instructions here, and there's gonna be a number of different options. So hopefully, this pulls up quickly so you can see that. And again, I am gonna have to keep this moving along. So okay. So here you go. So you could, like, trigger on any of these and you could suggest more, and these will be specific to your form. At this time, I'm just gonna use what I've created. Okay. And I'm going to go ahead and save this. So what this is gonna do, and I can actually name this so everybody knows where this is going, Project Manager Summary of assets, something like that. Okay. So I'm gonna save that. That is one action. Now I'm gonna create another action. This one's gonna submit every time a form is submitted and go to the project manager. The second action set is gonna be to the mechanic. So in this case, I'm going to email, to again, I could email to a, an email on the field here, and I forget if I have, tell you what. Let me see if I have the group in here. Sorry. One second. Email, external email from field, email users. Okay. In this case, I'm just gonna have, like, let's say, we know that that the mechanic I could have it go email from field so it automatically populates the correct mechanic or deliver it potentially to a group. In this case, what I'm gonna do is deliver it to the mechanic and I'm gonna set up another summary. In this case, it's a little different description, which is saying, hey. I want to send out a report and I'm gonna use that same part that I had before. But this one, provide a detailed list of any assets that failed the inspection. K? And, the other thing I wanna do is I'm gonna also trigger on my legacy PDF, which is gonna give the the full PDF report with photos and images, that would be delivered to the mechanic. Okay? I can also use the summary instructions if I want. I'm gonna go ahead and save this. Now I could and I I haven't mentioned this yet. You can test. And so any of these, I recommend doing the test because it's gonna tell you if it fails, works, if it likes what you put in, or if there's some error like, hey, it doesn't make sense. Sometimes this takes a minute, so, again, come in, please test this out, but what you'll see is it's it will say something like completed. Test is successful. Let me give it one more second here. There we go. So test completed successfully. Okay. I'm gonna go ahead and save this. Now what I wanted to do is create a condition. Right? And that condition, in this case, I'm gonna use the AI submission analysis. And in this case, I'm gonna say something very simple. Asset has reported issues or failure. Now this could be, I like, check if there's any bad language on the report, you know, check if there's any, you know, mistypings, you know, stuff like that. You can really do a lot here. So if I save that, I'll double check that everything looks good. I've tested it. I saved my workflow. And and if that is in, setup and activated, which I think it was this one, right, that we just did, and I activate that, then it's gonna start going, every time a form is submitted or if there's an issue. Now because, of timing, what I did is I I just grabbed these reports that are actually from kind of what what you should expect. So here's a summary report that would go to the project manager, all the assets on the site, and then there was a failed asset, the forklift. Right? Had this issue. This is the report, like, that would go to the mechanic showing all the details in case the the the mechanic want to see it, but also a very specific report that says, hey. We found an issue with the with the Toyota forklift, and it's not starting. This is the location and details. And that was all generated and created in the way that I just showed you through that workflow. So it's gonna analyze the data that's submitted. It's gonna allow for that to trigger off events. And once that workflow is saved and activated, the automation will run seamlessly, and it alerts the team members that need, to be alerted. Okay? So, I'm now gonna pass it back over to Adam, who's gonna talk about, exciting new features and hopefully few minutes for questions and answer. Alright. Thank you. Cool. Thanks, Matthew. I'm gonna really quick run through just some highlights of some new features that you can expect for, 2026 for FastField. I think let's see. Matthew, you still showing your screen there? There we go. Great. K. Our asset and team tracker is coming in 2026. You can see your teams and assets in real time, coordinate work more efficiently, optimize resources, and keep projects on schedule. So just think of being able to see your users, and also any assets that you create on a map, being able to send dispatches or tasks or even maybe in the future communicate with those particular users in the FastField app. And creating geofencing, geofencing geofencing alerts, just live tracking of your users and assets in FastField. We're really excited for this one. And then a a I photo insights where in the FastField app, when your users are taking photos, being able to have AI analyze that photo, come up with descriptions or issues with the photo, and being able to tag on the photo where you want those descriptions to indicate. So if you see like in this slide right here, there's looks like some torn up wiring. It'll come up with some suggestions. You'll be able to select it and then pin exactly on the photo where you want to indicate that there's that particular issue. So pretty cool, feature where you can use AI to analyze issues or suggestions and things like that within the app. Okay. I think that is pretty much it. I think we're gonna be flowing directly into q and a with the time we have left. Awesome. Yeah. Thank you, Adam and Matthew, for walking us through all those new features. We are going to have a few minutes now for questions. So feel free to keep submitting those in the q and a. Feature of Goldcast, there's quite a few already coming in, so we will get to as many as we can. Reminder, we'll follow-up with you directly if we can't get to your question today. We had a handful of questions about the recording. A reminder, yes, we are recording this session, and we will send that out via email tomorrow. So be on the lookout for that. We also got a handful of questions on, kind of like next steps, how to get started with these new features or how to take out a trial of these features. So if you are not currently a Fast Field customer, you can scan the QR code on your screen right now and start your free trial that includes these pro plan features. If you are a current FastField customer, you're actually able to go, into the portal of FastField, and you can either upgrade to pro or start your free trial of the pro plan features specifically right from the portal. But, of course, we are here to help as well. So feel free to chat with FEA, visit FastField help center, or talk to your AE or CSM, more about these features, how to get started, within your FastField account or how to get started with FastField as well. So with that, questions that we've got here, taking a look at the list. First question, is FIA included with all subscriptions? Yes. Yes. It is. There's no yeah. You'll get it in the trial. You'll get it in the core subscription. You'll get it in the pro subscription across the board. Excellent. And, sir, hey, Charlie. I see one here that I just wanna bring up. Would the AI summary recognize multiple fields in an inspection report that are selected as poor or failed, and add to the summary. So the answer is yes. So you could have a 100 questions that are, you know, pass or fail, and then it would take all the ones that are failed, all the ones that passed. You tell it what you want. The answer is yes there for if we're reading that properly. Yeah. Yeah. It's really it's really powerful. Like, you can just tell it to structure, like, hey. I want my issues on top and, like, a text summary below. You can reverse that. You just tell it what to do, and it'll build the report for you. So it's it's really cool. Yep. Perfect. Thank you. Next question here. Is it possible for FastField's task scheduler to dispatch a task that originates from Quickbase? So I can answer that. So at this point, right now, TaskScheduler wouldn't be triggered by some sort of activity in Quickbase. If you are a Quickbase customer and you wanna trigger and deliver or dispatch forms to FastField, you can use pipelines. It's already available, and you can schedule out, you know, your events. Now if you said, well, I really like what TaskScheduler does for certain scenarios where every month we have this particular inspection or I have a toolbox talk that's every, you know, every day, for example, and it needs to go out to my supervisors. We need to make sure they're doing that. You could have that generated in FastField and when they submit that form, have it populate QuickBase. So, for Quickbase customers, you can go either way. Perfect. Next question here. Can you create workflows with FastField without using AI? Yeah. Absolutely. It can just it depends on what you want. But yeah. I mean, it it sometimes takes more time. Like, if you're trying to create that summary report in FastField without AI, you can totally do that. Right? It's it's possible. It's just with AI, it's a whole lot quicker and easier. Yeah. And there are also there are all sorts of workflows you can set up within FastField. So prior to AI summary or AI workflow, we had workflow. And so you can. You can go in there and say, hey. I need to pass this form over to John or to Mary because there was a failure found. That that's available day, you know, day one from, what we offered. AI workflow takes it to another level where you can really, you know, push the envelope there. It just like I said, it just takes a little bit more time, and it's slightly more complicated to just you need to go into the form, set some triggers up, you know, and then make sure that you're detecting those well in in the workflow. But, yeah, it can totally be done without AF. Awesome. Next question here. If you change or update your field mappings, will it update items previously submitted? I wasn't clear on what that question was asking, Charlie, and I would love to dig deeper into that. Did you do you understand that, Adam? Was there any do you have I'm not I'm not quite solid on what that's asking. Yep. But I'm sure it's a great question. So definitely maybe reiterate if we can, we'll get you answered. Perfect. We will follow-up directly on that one. A couple of questions about, when photo insights and asset tracker will be available. Yeah. So 2026, I would say first half of the year is when we're targeting. You know, we don't have any exact time line right now, but, you know, 2026. Yeah. And I think we could say we're all excited for that. So it is something we're pursuing and pushing forward on. Yeah. Especially asset and team tracking. I mean, we've been dreaming about this feature for years and years. So so this is one that we're, we're really excited about. Yeah. Completely. Awesome. Next question. Can Fast Build be licensed for just a subset of my Quickbase users? The answer is yes. You can have, you know, 50 Quickbase users and 10 FastField users. Definitely, you can set that up. Talk to your AE or your CS member. They can help you out there. Awesome. Thank you. We are unfortunately at time. We've got 10 to 15 questions, it looks like, still, that we were not able to get to live. So if you ask a question and we did not just answer it, we will follow-up with you directly and make sure you get that question, answered. We'll work directly with you. So, be on the lookout for an email from our team, making sure we get those questions answered. As a reminder, this recording will be sent out to your email tomorrow, and you can all try these new pro features, for free for fourteen days, either scanning that QR code on the screen or starting that trial directly from your Fast Field portal if you're currently a Fast Field customer. So with that, thank you everyone for joining. Thank you, Adam and Matthew, for walking us through all the new features. And everyone have a great rest of your day. Thank you. Thank you, everyone. Have a good day. Bye.