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Environmental Services
Facilities Management
Insurance & Risk Management

Trustees CR Monitoring App

For the monitoring of conservation restrictions/easements by land trust staff and volunteers. Designed to meet Land Trust Alliance guidelines.

This app makes it easy to enter the details of a property visit, from who was contacted prior to the visit, to photographing and geotagging any issues regarding reserved rights or prohibited uses, to collecting the signature of the property monitor. It utilizes repeatable fields so that there is no limit on the entries a monitor can create per property, and classification sets so that the monitor can select quickly from lists of common issues. Quality control and speed of entry were large factors in the design process, so text entry is largely avoided and replaced with multiple/single choice fields whenever possible. Trustees staff are also able to import geo-referenced property data at the beginning of the monitoring season to further facilitate quick field entry. Selecting the property the monitor is visiting automatically loads the location, address, and property owner information into the form, so all the monitor needs to do is fill out what they found on their visit. [The Trustees of Reservations](http://www.thetrustees.org/), a [Land Trust Alliance](http://www.landtrustalliance.org/) nationally accredited land trust, is the largest private holder of conservation restrictions in the state of Massachusetts, and one of the oldest land conservation organizations in the country. With 400+ conservation restrictions (easements) to monitor annually, they needed a way of streamlining the property monitoring process. This app is the result of their work.

What is Fulcrum?

Organizations worldwide trust Fulcrum’s SaaS-based data collection platform to capture and share reliable information about field activities, much faster than paper or other digital solutions. Standardized, easily customized, and well-integrated data collection delivers improved clarity for decision-making and better productivity for lower costs.

Standardize data collection
Digitally transform your processes with a single platform that increases productivity, improves data quality across all use cases, and securely delivers real-time data.
Customize collection processes
Easily adapt to changing requirements with drag-and-drop app modification, full customization and extension capabilities, customizable reporting and alerting.
Streamline two-way integration
Expand the reach and usefulness of your data with best-in-class integration with Esri ArcGIS, real-time, two-way integration with any application, and built-in integration with email, SMS, and more.
Jim Metz - speeds things up, adhering to safety sop

Jim Metz

Vice President of Safety
FM Sylvan
Fulcrum speeds things up. It was almost instantaneous. It allows accountability for people running the job to see what their guys are doing to make sure they’re adhering to safety policies.
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Aaron Vanover - catch more issues

Aaron Vanover

Manager of Quality Assurance and Quality Control
Halton Company
Using Fulcrum, Halton Company’s quality control team provides richer, better documented support, enabling them to catch more issues.
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Daniel Stepner - easy to use, customer service

Daniel Stepner

Senior Consultant
I have used many programs for field asset inspections. Fulcrum has been the easiest to set up, use in the field, and update. The service provided by the Fulcrum team has been top-rate.
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James Watts - safety once you close the loop from action to insight

James Watts

Director of Health and Safety
Snavely Forest Products and Weekes Forest Products
Fulcrum helps us improve processes and make our work environment safer by streamlining inspections, surfacing inspection-related insights, and managing follow-up actions. Once you close the loop from action to insight to further action, the possibilities are limitless.
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Gavin Kelley - training period short, same data whether junior/senior collector

Gavin Kelley

Senior Software Developer
Tilson Tech
It is so easy to use that our training period is greatly shortened. Data quality is very important to us so it can’t be overly complicated. We still get the same data quality regardless if it is a junior or senior data collector.
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