TrueContext Features
Before the Job (4)
Calendar
92 reviewers of TrueContext have provided feedback on this feature.
Uses the calendar tool to determine field workers who are free for the job.
Dispatch
105 reviewers of TrueContext have provided feedback on this feature.
Notifies field service workers of their upcoming assignments.
Roles
This feature was mentioned in 102 TrueContext reviews.
Allows users to see tasks according to permissions and roles.
Booking
87 reviewers of TrueContext have provided feedback on this feature.
Allows clients to book jobs through the desktop page or within the app.
On the Job (5)
Location
113 reviewers of TrueContext have provided feedback on this feature.
Tracks employee location to ensure timeliness.
Employee Communication
As reported in 101 TrueContext reviews.
Enables communication within the app from manager to field service employee.
Behavior Monitoring
93 reviewers of TrueContext have provided feedback on this feature.
Monitors behavior in the field.
Client Notifications
99 reviewers of TrueContext have provided feedback on this feature.
Notifies clients, should any delays or mishaps occur.
Field Sales
As reported in 90 TrueContext reviews.
Includes some ability to serve as a sales and ordering application.
After the Job (4)
Reports
Based on 121 TrueContext reviews.
Creates reports that reflect field performance either as a team or individually, to review productivity.
Analytics
109 reviewers of TrueContext have provided feedback on this feature.
Visualizes field activity via photos, graphs, and other data that can be displayed on a dashboard.
Invoicing
Based on 87 TrueContext reviews.
Sends invoices through the software and allows clients to pay on the spot.
CRM Integrations
88 reviewers of TrueContext have provided feedback on this feature.
Integrates with CRM software to monitor all aspects of the customer relationship.
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.
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
As reported in 76 TrueContext reviews.
Identify and track material samples for inspection or re-inspection.
Corrective Actions
As reported in 83 TrueContext reviews.
Implement action plans which can be prioritized based on severity.
Data Capture
Based on 98 TrueContext reviews.
Capture inspection data including photos and video, both online and offline.
Reports
This feature was mentioned in 96 TrueContext reviews.
Generate inspection reports using the information gathered during the inspection.
Ad-hoc Tasks
Based on 75 TrueContext reviews.
Allow users to create ad-hoc or unplanned inspection tasks.
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
Digital Workflows (3)
Logic and Conditions
This feature was mentioned in 27 TrueContext reviews.
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
28 reviewers of TrueContext have provided feedback on this feature.
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
This feature was mentioned in 27 TrueContext reviews.
Gives the user the ability to manage documents, including versioning and the ability to integrate those document with third-party applications.
Forms (3)
Data Mapping
28 reviewers of TrueContext have provided feedback on this feature.
Integrates data and processes from multiple sources into a single system.
Templates
As reported in 26 TrueContext reviews.
Build interfaces once and use them across one or more processes.
Mobile-Friendly Forms
As reported in 29 TrueContext reviews.
Gives the user the ability to build and use forms on mobile devices.
Automation (4)
Workflow Automation
Based on 29 TrueContext reviews.
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
29 reviewers of TrueContext have provided feedback on this feature.
Visually displays connected applications and integrated data. Allows customization and management of workflow structures.
Real-Time Updates
As reported in 29 TrueContext reviews.
Processing changes to data sources and applications as changes are made in real-time.
Robotic Process Automation
26 reviewers of TrueContext have provided feedback on this feature.
Offers the ability to record processes performed by humans to be recreated by bots.
Development Tools (3)
Drag-and-drop Form Builder
Based on 126 TrueContext reviews and verified by the G2 Product R&D team.
Allows users to create forms with branching logic without any code.
API Builder
Based on 106 TrueContext reviews and verified by the G2 Product R&D team.
Provides a built-in API builder for developers.
Integrations
Based on 115 TrueContext reviews and verified by the G2 Product R&D team.
Integrates with back office systems, content management systems, and other types of office software.
Field Tools (6)
OCR
Based on 100 TrueContext reviews and verified by the G2 Product R&D team.
Provides built-in optical character recognition (OCR) functionality.
GPS & Time Stamps
Based on 129 TrueContext reviews and verified by the G2 Product R&D team.
Records GPS and time data points in reports.
Barcode and Signature Capture
Based on 126 TrueContext reviews and verified by the G2 Product R&D team.
Allows users to attach barcode and/or signature data within a report.
Image and Video Capture
Based on 137 TrueContext reviews and verified by the G2 Product R&D team.
Provides built-in image and video recording capabilities.
Offline Capability
Based on 132 TrueContext reviews and verified by the G2 Product R&D team.
Allows users to access and finalize forms without an internet connect.
Embedded Work Instructions
Based on 120 TrueContext reviews and verified by the G2 Product R&D team.
Allows users to access built-in work instructions.
Back Office Tools (3)
Report Formatting
Based on 130 TrueContext reviews and verified by the G2 Product R&D team.
Converts data collected from forms into reports in a variety of file types (PDF, Word, etc).
Roles and Permissions
Based on 132 TrueContext reviews and verified by the G2 Product R&D team.
Define and manage roles and access rights for the entire system.
Analytics Dashboards
Based on 121 TrueContext reviews and verified by the G2 Product R&D team.
Provides performance analytics dashboards.
Planning (4)
Checklists
As reported in 93 TrueContext reviews.
Ability to create configurable forms and checklists to capture inspection information.
Approvals
85 reviewers of TrueContext have provided feedback on this feature.
Ability to define criteria and workflows to approve or reject inspection tasks.
Scheduling
This feature was mentioned in 76 TrueContext reviews.
Organize inspection tasks based on constraints such as inspector availability.
Procedures
85 reviewers of TrueContext have provided feedback on this feature.
Allow users to create procedures and workflows for multiple types of inspections.
Analytics (3)
Monitoring
This feature was mentioned in 81 TrueContext reviews.
Track the inspection process to ensure it follows procedures and complies with regulations.
KPIs
Based on 71 TrueContext reviews.
Analyze inspection metrics such as cost of quality or Overall Operations Effectiveness (OOE).
Nonconformace
As reported in 72 TrueContext reviews.
Generate nonconformance records and reports for defective products or noncompliance.
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
Based on 54 TrueContext reviews.
Condenses long documents or text into a brief summary.
AI Image-to-Text
Based on 54 TrueContext reviews.
Converts images into a textual description, identifying key elements.
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
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
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
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.
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.
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.
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.





