How to Get Started
It’s super easy. Just reach out to your Customer Success Manager or shoot us an email at csm@fulcrumapp.com and we’ll schedule a time to discuss your request. The more prepared you are, the smoother (and faster!) we can get things rolling.
To make that first conversation as productive as possible, we ask that you provide a few things up front—don't worry, we've got templates to help!
What We Can Build for You:
... and more!
Custom Apps
If you need a custom app built from scratch or want help restructuring an existing one, we can do that! Start by preparing a document outlining how you want to app work, or bring a send over a form that you currently use for data collection. See below for more details:
What We Need From You:
A document (excel, CSV, word, ext, existing form) that outlines:
The name of each field
The field type (e.g., Text, Number, Yes/No, Date, Choice, Calculation)
Any special rules or workflow logic (draw this out if needed)
Example Templates:
👉 View Example App Markup below:
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Custom Reports:
Want your data to look buttoned-up for a client or manager? We can design clean, branded reports tailored to your format. Start by marking up our default report, or markup a pre-existing report. Our Professional Services team will need to know how the fields in the App will route to the report. See below for more details:
What We Need:
A marked-up PDF of your existing report OR a sketch of your ideal layout with:
Notes that map app fields to specific places in the report
Any formatting preferences, like colors, logos, or spacing
Example Templates:
👉 View Example Report and App Markup Below:
Keep in mind that your app should be finalized — you can reach back out if you need to make app adjustments!
Custom Integrations
Need Fulcrum to talk to your other systems (like your ERP, CRM, or database)? We’ve got you.
What We Need:
A short outline of the desired workflow detailing:
What the trigger is (e.g., “When a record is submitted…”)
What the action should be (e.g., “…create a task in our CRM.”)
What data needs to sync between platforms
Whether the integration should be one-way or two-way
Example:
"When a new safety inspection fails in Fulcrum, I want an incident record to be automatically created in Salesforce with key info like inspector name, date, and comments.”
Template:
👉 See Example Integration Workflow Outline Below:
Why This Prep Helps!
The more info you share ahead of time, the quicker we can:
Understand what you’re building
Ask the right questions on our first call
Deliver a final product that actually works for your team (and doesn’t require a dozen follow-ups 🙃)
Have a different request?
If your request doesn’t fit into one of the categories listed above, we’d still love to hear about it! Please reach out to our Customer Success Team to start a conversation — we’re happy to explore how we can support your needs.
If you don't know who your Customer Success Manager is, email us at csm@fulcrumapp.com