[ 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 (10) 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. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Customizable Fields Customize data fields to support various needs and use cases Multi-Location Manage and support multiple locations Payment Collection in the Field Swipe a credit card or manually process payments while with the customer in the field Show More ##### ## After the Job (8) 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. Billing & Invoicing Create, manage, and send invoices or bills to customers CRM Integrations Integrates with CRM software to monitor all aspects of the customer relationship. Accounting Integration Integrate with a third-party accounting system QuickBooks Integration Integrates with QuickBooks Third-Party Integrations Set up connections to third-party platforms to improve business processes Customizable Reports Alter the layout and content of reports 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 and Preventive Actions (CAPA) Investigate and take action at root cause or error in processes to prevent recurring issues Data Capture Capture inspection data including photos and video, both online and offline. Reports Generate inspection reports using the information gathered during the inspection. Real-Time Data Receive data and information in real time 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 (6) 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. Web Forms Web form that allows users to enter data that is sent and processed for different reasons Customizable Forms Customize contracts and forms to collect specific information Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Field Tools (9) 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. Electronic Signature Digitally sign online documents Single Sign On Allow users to access multiple services after entering their login credentials once Lead Capture Automatically identify and save contact information of potential customers Show More ##### ## Back Office Tools (4) 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. Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Show More ##### ## Planning (5) 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. Maintenance Scheduling Schedule predetermined or ad hoc maintenance services and labor requests 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 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. Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## Agentic AI - Digital Process Automation (DPA) (1) Cross-system Integration Works across multiple software systems or databases 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 ##### ## 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. Show More ##### ## Additional Functionality (162) Work Order Management Creating, assign, and track jobs and/or tasks for work orders Checklists An itemized to do list that can be edited as tasks are completed Maintenance Scheduling Schedule predetermined or ad hoc maintenance services and labor requests Parts Management Track parts inventory levels and manage re-stocking Service History Track work performed and resources used for past customers, sites, or assets Residential Properties For residential properties Vendor Management Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. Customizable Forms Customize contracts and forms to collect specific information Purchase Order Management Create, send, and track purchase orders and their statuses Mobile Access Access software remotely via mobile devices Dispatch Management Manage sending personnel and resources to a site as needed Task Scheduling Track and manage the scheduling of tasks Calendar Management Track and manage schedules and meetings via an integrated calendar Asset Tracking Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle Technician Management Oversee technicians and track their assigned work orders Status Tracking Track the status over time for a request, process, asset, or transaction API Application programming interface that allows for integration with other systems/databases Document Management Store, manage, and track all electronic documents in a centralized location Job Management Manage and track all job information and associated tasks Preventive Maintenance Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Real-Time Reporting Active reporting of data and metrics Commercial Properties Designed to serve commercial properties Real-Time Data Receive data and information in real time Historical Reporting Information, data and reports that are being tracked over time Contract/License Management Track, store, and access client contracts or licenses Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Barcode/Ticket Scanning Scan barcodes to ensure accurate pricing and label tracking Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Facility Scheduling Schedule facilities, such as athletic fields, venues, and convention centers based on their availability Workflow Management Create, design and manage workflows for repetitive tasks Inspection Management Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards Inventory Management Track and manage inventory levels to maintain proper supply Predictive Maintenance Identifies potential asset failures and maintenance activities using real-time data and predictive algorithms Routing Plan daily routes to optimize employee scheduling and provide directions Forms Management Store, manage and track all forms in a centralized location Chatbot AI-based platform which conducts a conversation via auditory or textual methods Documentation Management Manage product specific documents in a categorized order File Storage Store and access documents, forms, and photos in one centralized place Electronic Signature Digitally sign online documents Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Service Level Agreement (SLA) Management Set and monitor service level agreements to ensure timely response and resolution Personalization and Recommendation Generative AI models can create personalized recommendations for users based on their preferences and behavior. Resource Allocation Assign available resources to various projects and tasks GPS System to support the positioning, navigation, and timing (PNT) measurements of an object or individual Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Quotes/Estimates Generate quotes or estimates for customers Scheduling Plan availability and assign specific time slots for tasks and resources CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Online Time Clock Track/log the amount of time employees worked per job using a timer Workforce Management A set of processes to optimize the productivity of its employees Activity Tracking Track and document all activities across devices, networks, and other systems Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Productivity Analysis Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee Prioritization Arrange tasks based on the level of priority or urgency Customizable Branding Add customized logos and colors to align with company branding Price and Cost Calculations Calculate rule-based prices for a product/service Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Equipment Tracking Track the location of specific equipment at all times Data Capture and Transfer Import, collect, and capture data from multiple sources Time Tracking Measure and track time including hours worked and paid time off (PTO) Data Synchronization Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Secure Data Storage Securely stores data to prevent data loss or breaches Location Tracking Identify the physical location of an individual, asset, device, etc. Route Optimization Finding the most optimal routes for drivers based on various factors and constraints Offline Access Ability of websites, web applications, or mobile applications to function without an active internet connection Real-Time Updates Receive system updates as soon as any changes are made Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Chat/Messaging Communicate using direct chat or messages within the system Knowledge Management Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills Electronic Payments Electronically collect payments for goods or services Customer History Access previous interactions or concerns to maintain customer relationships Inventory Control Monitor product stock levels Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Client Portal Private online space that lets businesses securely share documents and provide information access to clients Driver ETA Generate estimated arrival times for drivers to keep back office or customers informed Job Tracking Track and visualize the status of an ongoing job and the time spent on tasks or projects Automated Scheduling Automatically create schedules based on business needs or employee availability and qualifications Customer Management Store and organize information about customers and previous interactions Reminders Timed notification for any upcoming task, deadline, appointment, or activity Work Order Creation Create a new work order Equipment Maintenance Manage procedures that ensure organizational equipment remains in working condition Data Import/Export Import and export data to and from software applications Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Recurring Appointments Schedule repeating appointments based on a duration of time Contractor Management Specialized for general contractors/sub-contractors (those who conduct work on a contract basis) Access Controls/Permissions Define levels of authorization for access to specific files or systems Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows Autofill Automatically populating fields or sections within a form Template Management Create, save, and re-purpose templates for emails, forms, etc. Document Management Store, manage, and track all electronic documents in a centralized location Multi-Channel Distribution Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers Full Text Search Search for specific words or phrases within a document or database Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Approval Process Control Manage the process of evaluating documents or requests submitted for approval Address Validation Verifies and confirms the accuracy of an address SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Generative AI Use AI to generate content in the form of text, images, videos, etc. Forms Creation & Design Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system Lead Generation Manage the process of attracting and converting business prospects into leads Customizable Branding Add customized logos and colors to align with company branding Mobile Access Access software remotely via mobile devices Task Management Create, manage and track all task activities and progression Customizable Fields Customize data fields to support various needs and use cases API Application programming interface that allows for integration with other systems/databases Response Validation Ensure the answer provided fits set parameters (numerical, positive number, etc.) A/B Testing Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness Conditional Logic Capability of a software or system to make decisions and perform actions based on specified conditions Forms Management Store, manage and track all forms in a centralized location Surveys & Feedback Gauge satisfaction and receive information for improvement and success Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Media Library Collection of images, videos and other digital content that can be used Data Import/Export Import and export data to and from software applications Real-Time Data Receive data and information in real time Data Security Protect sensitive data for digital privacy AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Version Control Track revisions and updates made to files and navigate between different versions Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Workflow Management Create, design and manage workflows for repetitive tasks Data Capture and Transfer Import, collect, and capture data from multiple sources Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows Barcode/Ticket Scanning Scan barcodes to ensure accurate pricing and label tracking Generative AI Use AI to generate content in the form of text, images, videos, etc. Inspection Management Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Mobile Access Access software remotely via mobile devices Work Order Management Creating, assign, and track jobs and/or tasks for work orders Third-Party Integrations Set up connections to third-party platforms to improve business processes Real-Time Reporting Active reporting of data and metrics Customizable Forms Customize contracts and forms to collect specific information API Application programming interface that allows for integration with other systems/databases Dispatch Management Manage sending personnel and resources to a site as needed Workflow Management Create, design and manage workflows for repetitive tasks Activity Tracking Track and document all activities across devices, networks, and other systems Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Report Templates Sample of reports that could be customized as needed or used as is AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Equipment Tracking Track the location of specific equipment at all times Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Subcontractor Management Track information, qualifications, and contact details of subcontractors Appointment Management Manage various aspects of appointments including booking, rescheduling, canceling Audit Trail A record of all activities within the system, including user access, changes made, etc. Failed Inspection Tracking Track and store information regarding failed inspections Document Management Store, manage, and track all electronic documents in a centralized location Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Offline Access Ability of websites, web applications, or mobile applications to function without an active internet connection Real-Time Updates Receive system updates as soon as any changes are made Task Management Create, manage and track all task activities and progression Data Import/Export Import and export data to and from software applications Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Inventory Control Monitor product stock levels Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Risk Assessment Initiate collection and analysis of known risks Electronic Signature Digitally sign online documents Incident Management Manage and track all disruptions and incidents Code Enforcement Ensure 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