Tech Talk: Success

Hi everyone, my name is Camila Moreno, and I'm part of your Customer Success Team here at TrueContext. As Customer Success Managers, we are fully committed to providing our customers with the best onboarding experience possible, enabling you to get the most out of our platform from the very beginning.  We use a variety of approaches in the hopes of familiarizing our customers with our platform and unlock it's full potential. We run every new customer, or any existing customer who is expanding Read more

2025 is finally here! And the CSM team is ready to make it an incredible year for you.  TrueContext's Customer Success Team  Let me introduce you to our amazing team: David Casal, our fearless leader, Dwight Beckford, Eddy Bohorquez, Jessica Chang, Chris Fraser, Camila Moreno, and me, Manuela Posada.  You might be wondering: What exactly does a CSM (Customer Success Manager) do? It's simple, but it's also not. We're here to be YOUR voice. We champion your success, advocate for your needs, Read more

In the field services world, things move quickly and communication between office teams and technicians are crucial to maintain accuracy, efficiency, and exceptional service. Using Dispatching and Teamwork are a great way to ensure communication flows effortlessly and give your technicians the support they need to perform at their best. Here's how you can start streamlining collaboration and enhance communication across your teams: Dispatch Forms Dispatching allows you to send real-time forms Read more

As your Customer Success Management team, our primary goal is to ensure that our solution aligns perfectly with your business needs and helps you reach your goals. One of the most effective ways to do this is through a regular business review, where we can step back and take a holistic look at our partnership. What is a business review? A business review is an opportunity to analyze how you are currently using our platform, celebrate your successes, identify areas for improvement, and look Read more

In recent months I've been fielding a lot of questions from different clients about User Management. In most cases these questions have been related to challenges they're facing when deploying new use cases and needing to reorganize how they've set up their user controls and accesses within the TrueContext platform. It is for that reason that this Tech Talk post will focus on User Management. TrueContext has a robust set of controls and many of these important controls can get overlooked during Read more

Mobile users have come to expect an intuitive experience in apps, and when they have questions, they anticipate answers just a click away. With Help Options, you can add context-based info right within the forms, to guide them through a workflow, to help answer questions or connect to a technical support team. Here are the key benefits of integrating this feature: Increased User Engagement Help Options offers users a direct pathway to additional information, fostering greater engagement. By Read more

Introduction to DREL You might have heard of TrueContext's custom language, Data Reference Expression Language (DREL). It's a powerful tool that enhances your workflows and documents. DREL enables you to automate tasks, such as filtering documents into specific folders within your document storage platform or populating responses into your documents. What is DREL? DREL, or Data Reference Expression Language, is TrueContext's proprietary language designed to automate the extraction of specific Read more

What is the real value that can be extracted from a field service technology solution?  TrueContext excels when it comes to providing field technicians with a robust method of completing their daily tasks. The tool helps them by providing step-by-step guides leveraging your business intelligence, whilst enabling them with back-office data to enrich the experience, and at the end of the workflow packaging all this invaluable detail and housing it in your systems of records. However, in my opinion, Read more

Let's talk about Workflows!   If you google "What is a workflow?" You end up with many definitions, all telling you it's something different. In the TrueContext ecosystem a workflow is a series of business processes that control the flow of data and information out to the field, support the method of capture of field data and finally control the flow of the data back into your internal systems.   As an industry leading field services app, our platform is perfect to address the Read more

Conditional Logic allows forms to adapt dynamically based on user inputs, offering a personalized and intuitive experience. By presenting or hiding objects based on specific criteria, Conditional Logic streamlines the form-flow process, guiding users seamlessly through each step.  This article will offer insight into some of the best practices that Workflow Designers can employ when implementing business intelligence within the TrueContext platform. Whether you are a seasoned or novice Read more