Join our Live Demo Webinars hosted every Wednesday.    Register Now.

Customer Readiness & Satisfaction Forms











Why TrueContext

Field Service App Platform

Adapt, automate, and transform your field operation

Advanced Automation

Double the productivity, half the effort

Connected Data

Break down data silos across your business

Compliance & Security

A platform that meets your IT requirements


Workflow Creation

Built for complex field environments

Mobile App

Equip your teams anywhere and in any language

Reporting & Analytics

Visibility now, predictability for tomorrow


Use Cases


More assets in less time with guided workflows

Maintenance & Repair

Improve asset uptime with predictive maintenance

Inspections & Compliance

Optimize your operational excellence

Environment, Health & Safety

Protect workers, the public, and the environment


Industrial Equipment

Power asset performance and human safety

Medical Equipment

Precision for sophisticated instrumentation

Oil & Gas

Operational excellence across the energy stream

Field Service

Break new ground in productivity, quality, and safety

Use Case Spotlight



Customer Stories

TrueContext applied in enterprise environments

Professional Services

Digitization at speed and at scale


Explore emerging trends with us at upcoming events


Stories and insights from the field


Knowledge Base

Answers to the most common product questions

Product Documentation

TrueContext features, usage, and technical details

TrueContext University

Hands-on training to optimize your deployment

Resource Library

Content for your industry and application



Collaborate with industry peers

Contact Support

Having trouble? Ask our product support team

Talk to Sales

See how TrueContext can help your business

abstract background image with partial TrueContext orb

Feature Spotlight

Customer Readiness & Satisfaction Forms

Decorative image - arrow


  • Leverage customer feedback to drive CSAT
  • Complete more work orders on the first visit
  • Improve fieldwork processes

Many organizations struggle to understand what is happening on a customer site until a technician is physically present. Without this visibility, there are often gaps in information that lead to wasted resources and time.

  • Site visibility
    Limited visibility into site preparedness is a continuous gamble. At best, it means guessing if a site is prepared for a service call. At worst, a technician could arrive to a site only to discover that it isn’t ready for the work that needs to be completed. In this scenario, the sunk opportunity cost has real consequences. Time is lost, a return visit becomes necessary, and the technician’s time could have been better spent on a different job.
  • Customer visibility
    Imagine a scenario where a customer who had a negative experience provides feedback for a completed job months after the fact. This stale data is too little too late. Due to their bad experience, the customer has already considered a competitive service offering and is on the cusp of changing service providers. This information should have been captured earlier, but the customer wasn’t given an opportunity to voice their concerns or have them addressed.

Enter ProntoForms’ web-based customer-facing forms. These forms provide clarity into a site before a technician arrives and track customer satisfaction after a tech departs.

  • Send a Site Readiness checklist to customers to confirm that a site is ready for servicing. Customers can submit images to show worksite details, required maintenance, or proof of a defective or damaged asset. ProntoForms will then automatically notify a service planner who can schedule the visit or send the technician to a different site. This increases first-time fix rates and empowers your organization to make informed decisions about where to send technicians.
  • Field service organizations can automatically send a Customer Satisfaction Form after a service call for feedback. Supervisors and team leads can include images for a customer to review and approve as proof of delivery or completed work. The feedback is directly tied to specific work orders to track performance. Identify at-risk customers sooner when there is an opportunity to maintain customer loyalty and retention.
Customer satisfaction workflow diagram
Johnson Controls empowers 7,000+ technicians
Find out how they fundamentally changed how they do business.
Global company reduces admin burden
See how a global company moved away from spreadsheets.
FLNG facility realizes 332% ROI
Discover how this energy facility eliminated paper forms.

Ready to unleash productivity?

Book a 15-minute chat to learn how you can make TrueContext work for you.