TrueContext Documentation Portal

Welcome to your go-to resource for building and using intelligent mobile workflows to support your field teams.

REST API: Quick Reference / Full Reference

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
Deploy manuals, procedures, and visual guides on mobile devices (accessible offline). Keep critical documentation available even without connectivity.
Data Sources and Lookups
Pull asset data, customer information, and historical records from your integrated systems into mobile forms. Reduce data entry and provide field technicians with contextual information from your existing databases.

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.
Multi-Modal Data Capture
Capture field data through photos, barcode scanning, audio recordings, sketches, and GPS coordinates. Choose the most efficient capture method for each data point.
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.
Workflow Organization
Organize forms and resources by business unit, function, or location with role-based access control and team management.
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
Pull data from and route data to FSM, EAM, CRM, and other enterprise systems with automated formatting and processing.
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.
Pre-Built Integrations
Connect with enterprise systems through ready-to-use integrations including ServiceNow, Salesforce, Microsoft 365, Google and Google Workspace, and Amazon Web Services, for example.

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
Role-based access control that ensures field technicians can access their assigned forms, managers can dispatch and track work, and approvers can oversee workflows and review submissions.
Security and Compliance
Enterprise-grade security that protects data while maintaining regulatory compliance including SOC 2, HIPAA, and FDA requirements.
Deployment Management
Deployment of form updates and new workflows to mobile teams, ensuring everyone works with current versions and consistent procedures across all locations.

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.