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Getting started with fulcrum apps
Getting started with fulcrum apps

Learn how to create a Fulcrum account and getting started in the field with apps. (Basic)

Cory MacVie avatar
Written by Cory MacVie
Updated over a year ago

Fulcrum offers a free trial period for you to test the full functionality of the product before determining which plan best suits your needs. Fulcrum subscription plans offer varying levels of functionality with a range of affordable prices so you can scale accordingly.

This tutorial is intended to guide new users through account setup, app creation, data collection, sync, and export. We encourage you to follow along with this tutorial on your mobile device and in your Fulcrum account on the web.

For more in-depth tutorials, please check out Fulcrum Academy!

What We’ll Cover

How to:

  • Create a data collection app

  • Sync an app to the mobile device

  • Collect data on your mobile device

  • Edit your records from the web

  • Export your data

Sign Up For An Account

Go to the trial sign-up page and enter your email and create a password to get started.

After signing up, you will receive an email address from no-reply@fulcrumapp.com to validate your account. Click the "Verify Email Address" button to complete the process.

Next, you will see a form where we ask you for more information about yourself to complete your profile.

Complete the form with the requested information to gain access to your Fulcrum Account.

Once you click the "Continue" button, you will need to wait for a few seconds while your account is being prepared.

Signing In For The First Time

When you first access your account you will be presented with the main dashboard page of your trial plan. From this page, you will be able to access everything in your Fulcrum account, but we'll talk about that later. Since it is the first time you sign in, you see the "Let's create your first App" modal. Here you have two options:

  1. We Build It for You. For this option, we will build your first Fulcrum app for free for you. After selecting this option, upload a document or describe what the app needs to do to help us know how to build it.

  2. Build It Myself. If you go for this option, you will be taken to the App Designer. There you will get a step-by-step walkthrough of the different sections in the App Designer to help you get started.

Build An App

If you went for option number 2, then you are going to create your own app from the ground up. To help you with this process, we came up with a comprehensive guide on how to Create New Apps, that explains in detail the options to create new apps in Fulcrum.

Download The Mobile App

Be sure to download the Fulcrum mobile application from the App Store or the Google Play store. The mobile apps are free to download. After the download is complete, sign in with the account you just created.

If you can't wait to get your hands on the mobile app, you can check out this section of the tutorial.

Collect Data

Once you have downloaded the app to your mobile device, sign in, and start testing your app. With the mobile app, you will be able to start adding information to the form of the App you created and make any changes if necessary.

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