Fulcrum

step-by-step instructions on how to manually set or change the location of a record within the Fulcrum for iOS app

Changing a Record's Location in the iOS App

How to generate and share PDF reports in the Fulcrum for iOS app.

PDF Reports in Fulcrum for iOS

How to delete records locally stored in the Fulcrum for iOS app

Removing a Record Locally in the iOS App

Save time in the field by duplicating existing record data or location settings directly from your mobile device.

Duplicating a Record in the iOS App

Edit, share, and delete record photos on iOS App

Becka Samaritano

Mike Meesseman

Record Options

fulcrumapp.com

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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