TrueContext Review

TrueContext, previously known as ProntoForms, offers a cloud-based field service software that supports businesses through its web app and mobile interface. Field workers can complete and submit invoices, work orders, and signatures within the mobile app.
One of TrueContext’s key features is its ability to collect and manage documents and forms from anywhere. Remote users can choose from preset templates in the program’s form library—which includes everything from delivery requests to event registrations—or create their own using a customization tool. Barcodes, timestamps, photos, and signatures can be included in any form, providing data to anyone who accesses any document. Customizable company logos appear on all PDF forms, the web portal, and the mobile app.

TRUECONTEXT – TUTORIAL

TRUECONTEXT – FEATURES

• Mobile forms: create and customize digital forms with various input types, such as text, signatures, barcodes, and photos.
• Offline data capture: work in areas without Internet connection and automatically sync data once reconnected.
• Workflow automation: automate business tasks through the access, collection, and distribution of data across systems, cloud services, and people.
• Integrations: connect with other business systems such as ERP, CRM, and ServiceNow.
• Reporting and analytics: generate real-time reports and gain insights from the data collected.
• Photo and PDF annotation: mark up photos and documents directly within the app.
• GPS tagging: automatically capture the geographic location where the data was collected.
• Conditional logic: create smart forms that adapt based on user input, showing relevant questions and reducing unnecessary steps.
• Automated document generation: create and send customized documents, such as work orders or customer feedback forms, from a single submission.
• Camera-to-text conversion (OCR): use the camera to scan and extract text from images.
• Voice input: record voice notes as part of the data collection process.
• Calculations: perform calculations directly within the form.
• Multilingual support: use the app in multiple languages to support a global workforce.
• Templates: speed up form creation by using or creating templates for similar sets of questions.
• Enterprise-grade security: implement strong security protocols for data protection.
• Compliance certifications: holds certifications such as SOC 2 Type II, HIPAA, and Title 21 CFR Part 11, making it suitable for regulated industries.
• Remote device wipe: allows remote wiping of devices in case of loss or theft.