Your ERP knows the asset. Your CRM knows the customer. Your FSM knows the schedule. TrueContext makes all of it available to the technician — and sends rich, structured results back the instant the job is done.

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Each data point is just one piece of the intelligence puzzle.

See the full picture — from the field and beyond — in real time.

With system integrations, TrueContext becomes the connective tissue between your enterprise systems and the people who execute the work. Whether it’s an ERP, CRM, FSM, EAM, or BI platform, the platform pulls what’s relevant into the field and pushes back what matters — structured, validated, and AI-ready.

Complex field execution made easy

Make increasingly complex field ops simple. With logic-driven branching, TrueContext workflows adapt to real-world conditions so your teams always know what the next step is. AI makes intuitive data capture — photos, voice, OCR, barcodes, etc. — even more intelligent. Along with full offline capability, that platform equips every technician is to handle whatever the job throws at them.

Collect data your business can trust

TrueContext validates data at capture with logic-enforced completeness and accuracy. Each submission grows into a structured, integrated data ecosystem for AI-powered analytics. Automated documentation creates unbroken compliance trails ready for any audit, any day of the year.

Elevator technician looking at tablet device

Send data to whoever needs it

Pull context into workflows upon dispatch and push results out to any integrated back-office system, even multiple ones with a single form submission. Stream live system data at any step into an active workflow with On-Demand Data Sources and Web Hooks.

Better field technicians with every job

The best technicians don’t just show up — they show up knowing. TrueContext puts the full weight of institutional knowledge behind every technician on every job: service history, asset context, the right guidance for what’s in front of them, in any language, on any job. The result is a workforce that learns collectively and performs individually.

How TrueContext Integrations power the full job lifecycle

BEFORE THE JOB

Technician readniess

Scheduled data syncs overnight so technicians have everything they need — even without connectivity on-site
Required materials, safety protocols, and compliance checklists loaded before the first task begins
Work orders, asset records, and customer context pulled from ERP/FSM/CRM and pre-loaded into the mobile workflow

DURING THE JOB

Live intelligence

Adaptive workflow guides the technician through each step, including data capture — logic changes based on what they find
ODDS queries live records mid-workflow, while Work History surfaces past records and trends
On-Demand Web Hooks trigger AI services or external agents in workflow

AFTER THE JOB

Service innovation

PDFs and compliance reports, generated and routed to the right records and stakeholders
Follow-up notifications, escalations, and work orders triggered automatically
Completed form data writes back back-office records, including BI, automatically on submission
Data history and record history compound and feed predictive maintenance, Copilot, Agentforce, etc.

Integration capabilities by tier

INTELLIGENT

Connected technicians. Integrated field workflows.

For organizations moving beyond paper — this tier connects field workflows to back-office systems and puts real-time data in front of dispatchers, managers, and analysts.

Out-of-the-box connectors
App-to-App integrations
HTTP GET / POST for bidirectional data any REST or OData endpoint
Webhooks to push form data to any URL; HTTP File Upload, POST, PUT, Template, Contact
REST API for full programmatic access to forms, submissions, users, and dispatch
FTP / sFTP data sources and destinations
Power BI, Tableau, Birst

ELITE

AI-augmented technicians. Field-driven innovation.

For organizations with mature field operations — this tier makes every workflow genuinely intelligent, with live system data at any moment and AI capability built in, not bolted on.

Everything in Intelligent, plus:

On-Demand Data Sources 
On-Demand Web Hooks 
Work History
Multi-language forms, documents, and resource libraries for global field operations
Advanced AI features — smart photo profiling, voice-to-form capture, video analysis (2026)

Learn More About Our Tiers

Ways to connect TrueContext to your systems

Deploy native connectors for ServiceNow, Salesforce, ServiceMax, Microsoft 365, Google Workspace, Dropbox, Zendesk, etc. with multiple destinations per submission.

Launch directly from a work order, case, or asset record — live context passes automatically, form pre-populates, zero re-keying. Write back to integrated app upon completion.

INTELLIGENT ELITE

Query any connected system at any step of the workflow and surface results directly in the form — adapting logic and serving AI recommendations.

ELITE

Use REST API for advanced, platform-agnostic integration with SAP, Oracle, and other enterprise systems. Establish automatic data communication with TrueContext even behind a firewall, enabling real-time data updates and exports to various formats.

Create a secure connection with third-party APIs. Fetch data to pre-fill answers in a form and direct workflow logic. Beam data back in JSON and XML or send documents and images as separate attachments.

Sharper data. Smarter operations. Stronger revenue.

See how TrueContext takes your enterprise systems further — faster jobs, smoother workflows, and greater business impact.

FIELD SERVICE SYSTEM INTEGRATIONS

Every system connected.Every job informed.