TrueContext Documentation Portal
Choose Your Path
Access targeted documentation for your role and get started quickly
Workflow Designers
Build structured workflows that guide technicians through their work and help them complete tasks efficiently. Design clear, visually organized forms that adapt to field conditions and support consistent, accurate performance in the field..
Field Operations Coordinators
Efficiently dispatch work orders, monitor field progress, manage team workflows, track completion status, and handle approvals to keep field teams on schedule.
Data Integration Specialists
Connect field data to back-office systems by setting up automated data routing and document generation to ensure seamless information flow between FSM, EAM, CRM, and other enterprise systems.
Team Admins (Admin Users)
Set up user access and permissions so field users can reach the forms and data they need, while managers and approvers have the right access for dispatching, tracking, and workflow review.
Set Up Your Field Technicians
Ensure your team is set up with the TrueContext Mobile App to complete work orders, capture data, and access job resources, even when they’re offline.
Your team of field techs can complete workflows efficiently with guided workflows that work in any environment. Learn how field users can:
Core Platform Capabilities
Essential features organized by function
FIELD TECH EXPERIENCE
Provide technicians with job resources and contextual information in a clear, visual format
Visual Form Structure
Organize complex workflows with
clear visual hierarchy using pages, sections, and logical groupings. Field technicians can quickly scan, navigate, and complete forms efficiently with
layouts that reduce cognitive load and speed up data entry.
Resources and the Resource Library
WORKFLOW CREATION
Build adaptive workflows that guide technicians through complex procedures
Conditional Logic Engine
Add intelligent automation to your mobile forms. Use
Conditional Logic to provide context for your field technicians, enhance their effectiveness, and enforce a workflow. Build workflows that adapt automatically to equipment types, service scenarios, or site conditions.
Repeatable Sections
Build
structured subforms that allow technicians to answer the same questions multiple times, creating multiple data rows—such as recording multiple inspection data points, or documenting hazard observations. Technicians see their entries in an efficient, navigable,
summary table that makes it easy to review, edit, and add line items.
FORM BUILDING PLATFORM
Create and deploy workflows rapidly with visual, low-code tools
Form Builder
Use our
low-code workflow designer to create field-first mobile forms that work across iOS, macOS, Android, and Windows devices, online or offline.
Mobile App Platform
Make it easy for remote workers to
collect data on mobile devices, access company data in the field, and automatically share results with back-office systems—online or offline.
SYSTEM INTEGRATION
Connect field data with back-office systems and processes
Data Sources and Destinations
Document Generation
Transform field submissions into professional
documents, reports, and compliance
documentation across multiple formats, including
PDF, Word, and
structured data formats like XML and JSON.
TrueContext REST API
Integrate your existing systems and custom applications using our
REST API, retrieving form submissions, managing users, and triggering workflows programmatically.
ANALYTICS AND REPORTING
Monitor workflow performance and optimize field operations
Dashboard
Configure dynamic reports that provide insights into form submissions by form, user, or location. Organize reports into pages for easy viewing and track submissions over specified time periods with
customizable charts and map visualizations.
Basic Analytics
Create detailed insights into question-level data from form submissions.
Build customized graphs with just a few clicks to track specific answers and analyze field data patterns.
Advanced Analytics
Connect field data to business intelligence platforms for
comprehensive analysis. Build executive dashboards and reports, combine data from multiple forms, and integrate with other business systems for deeper insights.
PLATFORM ADMIN
Manage users, security, and compliance across your mobile workforce
User Management and Permissions
Security and Compliance
Enterprise-grade security that protects data while maintaining regulatory compliance including SOC 2, HIPAA, and FDA requirements.
Start Building your Field Workflows
Transform your field operations with field-first mobile workflows
TrueContext Quick Start
Step-by-step guides for setting up and using the TrueContext mobile workflow platform.
TrueContext University
Explore our free, self-paced learning platform or accelerate your growth with instructor-led training.
Community Forum
Connect with other organizations building mobile field workflows and share implementation strategies.
Technical Support
Contact Technical Support if you need help or encounter any issues.