TrueContext Features

Uses the calendar tool to determine field workers who are free for the job.

Notifies field service workers of their upcoming assignments.

Allows users to see tasks according to permissions and roles.

Allows clients to book jobs through the desktop page or within the app.

Tracks employee location to ensure timeliness.

Enables communication within the app from manager to field service employee.

Monitors behavior in the field.

Notifies clients, should any delays or mishaps occur.

Includes some ability to serve as a sales and ordering application.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Notifications that are delivered to users as soon as an event occurs

Customize data fields to support various needs and use cases

Manage and support multiple locations

Swipe a credit card or manually process payments while with the customer in the field

Creates reports that reflect field performance either as a team or individually, to review productivity.

Visualizes field activity via photos, graphs, and other data that can be displayed on a dashboard.

Create, manage, and send invoices or bills to customers

Integrates with CRM software to monitor all aspects of the customer relationship.

Integrate with a third-party accounting system

Integrates with QuickBooks

Set up connections to third-party platforms to improve business processes

Alter the layout and content of reports

Provide templates, forms and checklists to record tasks, inspections, and progress

Allow users to configure workflows that predicts issues and alerts teams in real-time

Trigger dynamic distribution or reinforcement of SOPs when deviations or defects occur.

Enable tracking and detection of nonconforming events and suggest corrective actions.

Log safety/quality incidents and generate compliance reports.

Create work plans for predefined periods such as weeks or months, and allow users to create custom periods.

Assign activities to workers based on availability, qualifications, and other criteria.

Allows employees to collaborate on tasks and ask for help from supervisors.

Identify and track material samples for inspection or re-inspection.

Investigate and take action at root cause or error in processes to prevent recurring issues

Capture inspection data including photos and video, both online and offline.

Generate inspection reports using the information gathered during the inspection.

Receive data and information in real time

Track the status of work activities per location, employee, or team.

Monitor task completion, employee productivity, and other metrics.

Allow users to build custom dashboards or connect to BI tools

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.

Provides the user with a no-code or low-code environment in which they can build applications and workflows, including drag-and-drop features.

Gives the user the ability to manage documents, including versioning and the ability to integrate those document with third-party applications.

Integrates data and processes from multiple sources into a single system.

Build interfaces once and use them across one or more processes.

Gives the user the ability to build and use forms on mobile devices.

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.

Visually displays connected applications and integrated data. Allows customization and management of workflow structures.

Processing changes to data sources and applications as changes are made in real-time.

Offers the ability to record processes performed by humans to be recreated by bots.

Allows users to create forms with branching logic without any code.

Provides a built-in API builder for developers.

Integrates with back office systems, content management systems, and other types of office software.

Web form that allows users to enter data that is sent and processed for different reasons

Customize contracts and forms to collect specific information

Set up connections to third-party platforms to improve business processes

Provides built-in optical character recognition (OCR) functionality.

Records GPS and time data points in reports.

Allows users to attach barcode and/or signature data within a report.

Provides built-in image and video recording capabilities.

Allows users to access and finalize forms without an internet connect.

Allows users to access built-in work instructions.

Digitally sign online documents

Allow users to access multiple services after entering their login credentials once

Automatically identify and save contact information of potential customers

Converts data collected from forms into reports in a variety of file types (PDF, Word, etc).

Define and manage roles and access rights for the entire system.

Provides performance analytics dashboards.

View and track pertinent metrics to find patterns and gain insights from data

Ability to create configurable forms and checklists to capture inspection information.

Ability to define criteria and workflows to approve or reject inspection tasks.

Organize inspection tasks based on constraints such as inspector availability.

Allow users to create procedures and workflows for multiple types of inspections.

Schedule predetermined or ad hoc maintenance services and labor requests

Track the inspection process to ensure it follows procedures and complies with regulations.

Analyze inspection metrics such as cost of quality or Overall Operations Effectiveness (OOE).

Generate nonconformance records and reports for defective products or noncompliance.

Condenses long documents or text into a brief summary.

Converts images into a textual description, identifying key elements.

Condenses long documents or text into a brief summary.

Converts images into a textual description, identifying key elements.

Use AI to generate content in the form of text, images, videos, etc.

Works across multiple software systems or databases

Allow centralized enforcement of corporate standards, while supporting site‑specific variations.

Report metrics at both individual site and consolidated enterprise levels.

Provide channels for idea sharing, communications and collaboration across different sites and facilities.

Provide enterprise-wide support across smartphones, tablets, and wearable devices.

Provide enterprise-grade role/permission management for different user groups.

Allow frontline workers capture ideas, best practices, videos, and distribute them.

Track changes to work instructions and notify relevant users of updates or revisions.

Offer contextual training modules or tips that appear during task execution to reinforce skills.

Ensure workers can access SOPs/training offline on mobile/wearables.

Provide open APIs and SDKs for developers to extend platform capabilities.

Synchronize tasks, assets, and other data with enterprise systems such as ERP, MES, or EAM.

Creating, assign, and track jobs and/or tasks for work orders

An itemized to do list that can be edited as tasks are completed

Schedule predetermined or ad hoc maintenance services and labor requests

Track parts inventory levels and manage re-stocking

Track work performed and resources used for past customers, sites, or assets

For residential properties

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Customize contracts and forms to collect specific information

Create, send, and track purchase orders and their statuses

Access software remotely via mobile devices

Manage sending personnel and resources to a site as needed

Track and manage the scheduling of tasks

Track and manage schedules and meetings via an integrated calendar

Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle

Oversee technicians and track their assigned work orders

Track the status over time for a request, process, asset, or transaction

Application programming interface that allows for integration with other systems/databases

Store, manage, and track all electronic documents in a centralized location

Manage and track all job information and associated tasks

Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Active reporting of data and metrics

Designed to serve commercial properties

Receive data and information in real time

Information, data and reports that are being tracked over time

Track, store, and access client contracts or licenses

A collection of customer information such as contact details, demographics, previous interactions, etc.

Scan barcodes to ensure accurate pricing and label tracking

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Schedule facilities, such as athletic fields, venues, and convention centers based on their availability

Create, design and manage workflows for repetitive tasks

Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards

Track and manage inventory levels to maintain proper supply

Identifies potential asset failures and maintenance activities using real-time data and predictive algorithms

Plan daily routes to optimize employee scheduling and provide directions

Store, manage and track all forms in a centralized location

AI-based platform which conducts a conversation via auditory or textual methods

Manage product specific documents in a categorized order

Store and access documents, forms, and photos in one centralized place

Digitally sign online documents

Online portal through which end users can access the system, manage tasks, or obtain information

Set and monitor service level agreements to ensure timely response and resolution

Generative AI models can create personalized recommendations for users based on their preferences and behavior.

Assign available resources to various projects and tasks

System to support the positioning, navigation, and timing (PNT) measurements of an object or individual

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Assemble applications and processes by dragging over and arranging pre-built components

Generate quotes or estimates for customers

Plan availability and assign specific time slots for tasks and resources

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Track/log the amount of time employees worked per job using a timer

A set of processes to optimize the productivity of its employees

Track and document all activities across devices, networks, and other systems

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee

Arrange tasks based on the level of priority or urgency

Add customized logos and colors to align with company branding

Calculate rule-based prices for a product/service

Organize and manage the accomplishments and development of employees or performance of applications or systems

Track the location of specific equipment at all times

Import, collect, and capture data from multiple sources

Measure and track time including hours worked and paid time off (PTO)

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Securely stores data to prevent data loss or breaches

Identify the physical location of an individual, asset, device, etc.

Finding the most optimal routes for drivers based on various factors and constraints

Ability of websites, web applications, or mobile applications to function without an active internet connection

Receive system updates as soon as any changes are made

Provides a channel for team members to share media files, communicate, and work together

Communicate using direct chat or messages within the system

Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills

Electronically collect payments for goods or services

Access previous interactions or concerns to maintain customer relationships

Monitor product stock levels

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Plan and coordinate all the resources, costs and time needed to execute assignments

Private online space that lets businesses securely share documents and provide information access to clients

Generate estimated arrival times for drivers to keep back office or customers informed

Track and visualize the status of an ongoing job and the time spent on tasks or projects

Automatically create schedules based on business needs or employee availability and qualifications

Store and organize information about customers and previous interactions

Timed notification for any upcoming task, deadline, appointment, or activity

Create a new work order

Manage procedures that ensure organizational equipment remains in working condition

Import and export data to and from software applications

Search and filter data across systems to locate required information by entering keywords or certain criteria

Schedule repeating appointments based on a duration of time

Specialized for general contractors/sub-contractors (those who conduct work on a contract basis)

Define levels of authorization for access to specific files or systems

Streamlining repetitive tasks and activities through automated and predefined workflows

Automatically populating fields or sections within a form

Create, save, and re-purpose templates for emails, forms, etc.

Store, manage, and track all electronic documents in a centralized location

Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers

Search for specific words or phrases within a document or database

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Manage the process of evaluating documents or requests submitted for approval

Verifies and confirms the accuracy of an address

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Use AI to generate content in the form of text, images, videos, etc.

Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system

Manage the process of attracting and converting business prospects into leads

Add customized logos and colors to align with company branding

Access software remotely via mobile devices

Create, manage and track all task activities and progression

Customize data fields to support various needs and use cases

Application programming interface that allows for integration with other systems/databases

Ensure the answer provided fits set parameters (numerical, positive number, etc.)

Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness

Capability of a software or system to make decisions and perform actions based on specified conditions

Store, manage and track all forms in a centralized location

Gauge satisfaction and receive information for improvement and success

Assemble applications and processes by dragging over and arranging pre-built components

Collection of images, videos and other digital content that can be used

Import and export data to and from software applications

Receive data and information in real time

Protect sensitive data for digital privacy

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Track revisions and updates made to files and navigate between different versions

Provides a channel for team members to share media files, communicate, and work together

Create, design and manage workflows for repetitive tasks

Import, collect, and capture data from multiple sources

Pre-designed layouts that can be customized to match preferences and requirements

Streamlining repetitive tasks and activities through automated and predefined workflows

Scan barcodes to ensure accurate pricing and label tracking

Use AI to generate content in the form of text, images, videos, etc.

Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Pre-designed layouts that can be customized to match preferences and requirements

Access software remotely via mobile devices

Creating, assign, and track jobs and/or tasks for work orders

Set up connections to third-party platforms to improve business processes

Active reporting of data and metrics

Customize contracts and forms to collect specific information

Application programming interface that allows for integration with other systems/databases

Manage sending personnel and resources to a site as needed

Create, design and manage workflows for repetitive tasks

Track and document all activities across devices, networks, and other systems

A collection of customer information such as contact details, demographics, previous interactions, etc.

Sample of reports that could be customized as needed or used as is

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Track the location of specific equipment at all times

Track and manage adherence to policies for any service, product, process, or supplier

Track information, qualifications, and contact details of subcontractors

Manage various aspects of appointments including booking, rescheduling, canceling

A record of all activities within the system, including user access, changes made, etc.

Track and store information regarding failed inspections

Store, manage, and track all electronic documents in a centralized location

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Ability of websites, web applications, or mobile applications to function without an active internet connection

Receive system updates as soon as any changes are made

Create, manage and track all task activities and progression

Import and export data to and from software applications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

View and track pertinent metrics to find patterns and gain insights from data

Monitor product stock levels

Assemble applications and processes by dragging over and arranging pre-built components

Initiate collection and analysis of known risks

Digitally sign online documents

Manage and track all disruptions and incidents

Ensure all properties are adhering to government and legal codes

Store, manage and track all forms in a centralized location