Double the productivity, half the effort: The power of workflow automation
A field service platform designed for process efficiency
Field service demand is only trending one way – up. How does your organization keep pace?
Expand the service capabilities of your existing field teams with workflow automation.
At a time when asset-intensive organizations are looking to maximize the operational efficiency and longevity of their equipment, field service organizations face mounting pressure to find novel ways to keep up with customer demand while managing a growing skills shortage. The workforce is already stretched thin as they strive for higher productivity servicing more and more sophisticated field assets.
Stop juggling multiple apps and use a singular platform for all field activity. Capture digital data, execute guided workflows, and complete critical paperwork in one stream of work.
Weave safety and compliance into your workflows. Generate audit-ready reports as technicians complete work orders.
Improve service quality with faster inspections, installations, and repairs. Automate work order reports, spot quotes, and other customer service documents.
Build data collection into mobile workflows and enable true field service intelligence. Create predictive models focused on asset maintenance, technician activity, and customer retention.
The technology behind the possibility
Powerful conditional logic
Our advanced “If this, then that” functionality gives you full control over the user experience in the app. Use the mobile form builder to define rules that show relevant sections, stream contextual guidance, and trigger specific actions based on technician input.
Automatically validate and guide captured data that flows into a form and use it to run the business logic in that form, thereby automating as much of the process in the field as possible.
Equip your team with a field service tool that delivers the same rich experience – online and offline. No handoff, fully operational without wireless access, all your data available to field technicians.
Capture photos with OCR and tap highlighted text to input character strings or sentences directly into forms.
Integrations, from out-of-the-box to custom API
Data drives the field service industry. Keep it flowing between the field and your office systems such as your FSM, EAM, and APM platforms. Creating these connections takes as little as a few clicks with various levels of software integrations.
Custom documents for multiple stakeholders
Build and format custom documents from a single workflow with a single submission – work summary to a customer, approval to a manager, a compliance record for future use by an auditor.
Customer feedback with CSAT forms
Learn directly from customers to improve retention. Deploy CSAT forms after service calls to submit proof of work and request feedback from clients.
We were doing about 300 inspections per month, on a regional scale. Now that we’ve implemented [TrueContext], we’re doing about 1,300 inspections per month coast to coast.
MANAGER, INSPECTION SERVICES
Many of us who participated in the research and picking a solution were thinking more like a one year timeline. When we were able to go from zero to fully deployed in under a month.
PRIMELINE UTILITY SERVICES
In an industry where safeguarding employees and the job site is paramount, [TrueContext] has greatly helped to streamline and speed up our health and safety data collection and reporting.
HEALTH & SAFETY MANAGER
Still have questions?
Speak to a product expert.