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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

Enterprise-Grade Services

Digitization at speed and at scale

Compliance & Security

A platform that meets your IT requirements

Capabilities

Workflow Creation

Built for complex field environments

Mobile App

Equip your teams anywhere and in any language

Reporting & Analytics

Visibility now, predictability for tomorrow

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Use Cases

Installation

More assets in less time with guided workflows

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Improve asset uptime with predictive maintenance

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Optimize your operational excellence

Environment, Health & Safety

Protect workers, the public, and the environment

Industries

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

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See how TrueContext can help your business

Jobs are not completed in the field. Accurate invoicing can take as much time as delivering service on site.

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Optimize your billing process with invoice automation.

Even after a job ticket is closed out, work is not done until service is converted into revenue. On top of their regular workload, technicians are also burdened with paperwork for invoicing. So, when jobs pile up, field workers are forced to prioritize service – leading to billing delays, a high DSO (days sales outstanding), and potential cash flow issues for the business.

$1M

higher cash flow due to faster billing

$300K

In process improvement savings

Reduce billing periods from weeks or even months

How TrueContext improves cash flow and reduces cost through invoice automation

Problem

Technicians often file reports manually, summarizing the work completed and inventory consumed on the job after the service is rendered. This is not only time-consuming but also error prone as field staff work from memory. As a result, organizations face billing delays that impact revenue generation, DSO, and cash flow.

Inaccurate invoices also cause discrepancies in labor and parts, leaving businesses at risk of undercharging customers. Client satisfaction is also affected by erroneous invoices.

Solution

TrueContext automates invoicing by making it part of the workflow. As a technician closes out a ticket, the platform generates an invoice based on data entered into the form, dramatically increasing accuracy and eliminating the repetitive task of manually entering the same information into a different software.

The invoice can be sent directly to the customer or submitted to a supervisor for approval as the technician leaves the site, cutting billing times from months to real time.

Data Destinations

System Integrations

Data Sources

Output Documents

Workflow dispatching feature diagram

Data destinations

Control where data is sent when a form is submitted. Data is automatically routed to the chosen service in the format of your choice, making data sharing and storage an automated process.

Integration packshot

System integrations

Out-of-the-box (SharePoint, Salesforce, etc.) and REST API integrations make it easy to share information across your field operations. Data captured into TrueContext does not need to be re-entered. Instead, enterprise records are synced automatically.

Animated screenshot of data source feature

Data sources

Also known as look ups, data sources allow you to upload information to TrueContext and auto-populate answers on a form. Save typing, reduce errors, and ensure that your invoices make it to the right people.

Digital form to custom document output

Output documents

Set up professional documents, such as PDF, Excel, and Word as automatically generated outputs when forms are submitted. Internal-use files such as job reports and customer-facing documents like invoices can be automated from a single form submission.

Gateway Medical nets $1M more cash flow
Find out how Gateway reduced data entry time by 400% with TrueContext.
Halliburton speeds up billing to real time
Discover how an oil service company cut months from its billing process.
Invoicing & Billing Use Case
Learn how a Canadian fuel supplier and distribution company saved ~$300K.

Increase productivity, efficiency, and accuracy in the field

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