[ TrueCon... Reviews ](https://www.g2.com/products/truecontext/reviews) [ TrueCon... Reviews ](https://www.g2.com/products/truecontext/reviews) # TrueContext Features ##### ## Before the Job (4) Calendar Uses the calendar tool to determine field workers who are free for the job. Dispatch Notifies field service workers of their upcoming assignments. Roles Allows users to see tasks according to permissions and roles. Booking Allows clients to book jobs through the desktop page or within the app. Show More ##### ## On the Job (5) Location Tracks employee location to ensure timeliness. Employee Communication Enables communication within the app from manager to field service employee. Behavior Monitoring Monitors behavior in the field. Client Notifications Notifies clients, should any delays or mishaps occur. Field Sales Includes some ability to serve as a sales and ordering application. Show More ##### ## After the Job (4) Reports Creates reports that reflect field performance either as a team or individually, to review productivity. Analytics Visualizes field activity via photos, graphs, and other data that can be displayed on a dashboard. Invoicing Sends invoices through the software and allows clients to pay on the spot. CRM Integrations Integrates with CRM software to monitor all aspects of the customer relationship. Show More ##### ## Workflow & Automation (5) Safety checks & inspections Provide templates, forms and checklists to record tasks, inspections, and progress Customizable Workflows Allow users to configure workflows that predicts issues and alerts teams in real-time Dynamic SOP Promotion Trigger dynamic distribution or reinforcement of SOPs when deviations or defects occur. Nonconformance Event Management Enable tracking and detection of nonconforming events and suggest corrective actions. Safety & Incident Logging / Compliance Reporting Log safety/quality incidents and generate compliance reports. Show More ##### ## Execution (8) Planning Create work plans for predefined periods such as weeks or months, and allow users to create custom periods. Scheduling Assign activities to workers based on availability, qualifications, and other criteria. Collaboration Allows employees to collaborate on tasks and ask for help from supervisors. Sampling Identify and track material samples for inspection or re-inspection. Corrective Actions Implement action plans which can be prioritized based on severity. Data Capture Capture inspection data including photos and video, both online and offline. Reports Generate inspection reports using the information gathered during the inspection. Ad-hoc Tasks Allow users to create ad-hoc or unplanned inspection tasks. Show More ##### ## Analytics & Reporting (3) Monitoring Track the status of work activities per location, employee, or team. KPIs Monitor task completion, employee productivity, and other metrics. Customizable Analytics / BI Integration Allow users to build custom dashboards or connect to BI tools Show More ##### ## Digital Workflows (3) Logic and Conditions Gives the ability to build a workflow based on business logic or a specific condition in order to route work to different people based on rules. No-Code Or Low-Code Provides the user with a no-code or low-code environment in which they can build applications and workflows, including drag-and-drop features. Document Management Gives the user the ability to manage documents, including versioning and the ability to integrate those document with third-party applications. Show More ##### ## Forms (3) Data Mapping Integrates data and processes from multiple sources into a single system. Templates Build interfaces once and use them across one or more processes. Mobile-Friendly Forms Gives the user the ability to build and use forms on mobile devices. Show More ##### ## Automation (4) Workflow Automation Streamline the flow of work processes by establishing triggers and alerts that notify and route information to the appropriate people when their action is required within the compensation process. Workflow Mapping Visually displays connected applications and integrated data. Allows customization and management of workflow structures. Real-Time Updates Processing changes to data sources and applications as changes are made in real-time. Robotic Process Automation Offers the ability to record processes performed by humans to be recreated by bots. Show More ##### ## Development Tools (3) Drag-and-drop Form Builder Allows users to create forms with branching logic without any code. API Builder Provides a built-in API builder for developers. Integrations Integrates with back office systems, content management systems, and other types of office software. Show More ##### ## Field Tools (6) OCR Provides built-in optical character recognition (OCR) functionality. GPS & Time Stamps Records GPS and time data points in reports. Barcode and Signature Capture Allows users to attach barcode and/or signature data within a report. Image and Video Capture Provides built-in image and video recording capabilities. Offline Capability Allows users to access and finalize forms without an internet connect. Embedded Work Instructions Allows users to access built-in work instructions. Show More ##### ## Back Office Tools (3) Report Formatting Converts data collected from forms into reports in a variety of file types (PDF, Word, etc). Roles and Permissions Define and manage roles and access rights for the entire system. Analytics Dashboards Provides performance analytics dashboards. Show More ##### ## Planning (4) Checklists Ability to create configurable forms and checklists to capture inspection information. Approvals Ability to define criteria and workflows to approve or reject inspection tasks. Scheduling Organize inspection tasks based on constraints such as inspector availability. Procedures Allow users to create procedures and workflows for multiple types of inspections. Show More ##### ## Analytics (3) Monitoring Track the inspection process to ensure it follows procedures and complies with regulations. KPIs Analyze inspection metrics such as cost of quality or Overall Operations Effectiveness (OOE). Nonconformace Generate nonconformance records and reports for defective products or noncompliance. Show More ##### ## Generative AI (5) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Image-to-Text Converts images into a textual description, identifying key elements. AI Text Summarization Condenses long documents or text into a brief summary. AI Image-to-Text Converts images into a textual description, identifying key elements. Show More ##### ## Agentic AI - Salesforce AppExchange Apps (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Field Service Management (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Digital Process Automation (DPA) (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Enterprise Management (5) Cross & Multi‑Site Governance Allow centralized enforcement of corporate standards, while supporting site‑specific variations. Site Reporting and Analytics Report metrics at both individual site and consolidated enterprise levels. Cross‑Site Collaboration & Communication Provide channels for idea sharing, communications and collaboration across different sites and facilities. Multi-Device Scalability Provide enterprise-wide support across smartphones, tablets, and wearable devices. Role-Based Access Control (RBAC) Provide enterprise-grade role/permission management for different user groups. Show More ##### ## Agentic AI (3) Actions & Autonomous Execution Capable of autonomously perform or propose task actions on behalf of users. Real‑Time Translation & Transcription Support live transcription/translation of video/audio and contextual AI support. Predictive & Prescriptive AI Use AI models to predict anomalies, prescribe corrective actions, or suggest best next steps. Show More ##### ## Knowledge Capture (4) Frontline Knowledge Capture & Sharing Allow frontline workers capture ideas, best practices, videos, and distribute them. Content Versioning & SOP Updates Track changes to work instructions and notify relevant users of updates or revisions. Embedded Microlearning Offer contextual training modules or tips that appear during task execution to reinforce skills. Offline Knowledge Access Ensure workers can access SOPs/training offline on mobile/wearables. Show More ##### ## Data & Integration (2) Open API & Extensibility Provide open APIs and SDKs for developers to extend platform capabilities. ERP / MES / EAM Integration Synchronize tasks, assets, and other data with enterprise systems such as ERP, MES, or EAM. 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