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. You can add as many users/members as you need to any plan type. Additionally, Fulcrum plans can be billed monthly or annually. To help reduce overall costs, you can add members when you during data collection periods and then remove the users once the data collection period ends. If you do this, we recommend the monthly billing cycle. This is due to plans being charged a prorated amount. when a user is added, that is based on the remaining time in the current billing cycle.

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.

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 sign-up page and complete the registration form.

After signing up, you will be given immediate access to your Fulcrum account. You will also want to check your email for the account confirmation link. Open the email and click “confirm my account.” This will open a new tab with the Fulcrum web app.

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. Since you do not have any apps, you will see an initial getting started overlay that can help guide you through your first steps.

Fulcrum Homepage

Build An App

Fulcrum allows you to build your apps that are to be used to collect the data that is important to you.

This will be covered in detail in the creating a new app section of this tutorial.

Download The Mobile App

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

This will be covered in more detail in a later step of the tutorial.

Collect a Record

Once you have downloaded the app to your mobile device, sign in, and start testing your app. Collect a few records to see how fast the record is on your computer.

Field Types Explained: If you are interested in learning more about the various field types in Fulcrum, check out the next step in this tutorial.

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