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Description

TrueContext, formerly ProntoForms, is used by over 3,500 businesses to enable field teams to capture data, submit it, and analyze it using their smartphones and tablets. The app allows users to dispatch partially-filed form, record the time and location where forms are submitted, capture pictures and sketch, and collect signatures.

Description

Envision the evolution of field technician roles: Transition from merely checking items off a list to engaging in dynamic audits, installations, inspections, and assessments that respond to real-time conditions. Effortlessly generate and finalize forms on a large scale, manage analytics, and streamline workflows—all while enjoying the safety and familiarity of your Salesforce platform. This mobile solution, designed specifically for Salesforce, facilitates procedural guidance, enforces standardized practices, and gathers data even in offline scenarios. With a user-friendly drag-and-drop template builder, personalized styling options, and the ability to clone templates and questions for expedited creation, you can enhance efficiency significantly. Minimize risks by capturing an unprecedented amount of information within one comprehensive tool. You can carry out tasks offline, make and modify Salesforce records without connectivity, and synchronize with Salesforce automatically once you are back online. This innovative approach not only boosts productivity but also ensures that data integrity is maintained throughout every process.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
Box Yes 
Dropbox Yes 
Geotab Yes 
Google Drive Yes 
Microsoft 365 Yes 
Microsoft OneDrive Yes 
Microsoft SharePoint Yes 
QuickBooks Online Yes 
ServiceNow Yes 

Integrations

Salesforce Yes 
Box No 
Dropbox No 
Geotab No 
Google Drive No 
Microsoft 365 No 
Microsoft OneDrive No 
Microsoft SharePoint No 
QuickBooks Online No 
ServiceNow No 

Pricing Details

$25 per user per month
Choose from Essential, Advanced, and Enterprise plans based on your needs.
Free Trial No 
Free Version No 

Pricing Details

$20/month
For non-profit and volume pricing, please reach out to us. For more information on our various pricing options, visit our website.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

TrueContext

Founded

2001

Country

Canada

Website

truecontext.com

Vendor Details

Company Name

Youreka

Founded

2008

Country

United States

Website

www.youreka.io

Product Features

App Makers

Collaboration Tools Yes 
Compatibility Testing Yes 
Deployment Management Yes 
Drag & Drop Yes 
For eCommerce No 
Forms Creation Yes 
Iteration Management Yes 
Mobile Apps Yes 
No-Code Yes 
Pre-Built Templates Yes 
Visual Modeling Yes 
Web Apps Yes 
Workflow Management Yes 

Audit

Alerts / Notifications Yes 
Audit Planning Yes 
Compliance Management Yes 
Dashboard Yes 
Exceptions Management Yes 
Forms Management Yes 
Issue Management Yes 
Mobile Access Yes 
Multi-Year Planning Yes 
Risk Assessment Yes 
Workflow Management Yes 

Data Entry

Abbreviation Detection Yes 
Data Capture and Transfer Yes 
Data Cleansing No 
Data Entry Verification Yes 
Data Search Flexibility Yes 
Duplicate Detection No 
Flexible Search No 
Image Entry Yes 
Library Conversion No 
Mis-Keyed Variation Detection No 
Phonetic Variation Detection No 

EHS Management

Audit Management Yes 
Corrective / Preventive Actions Yes 
Environmental Management Yes 
Environmental Risk Assessment Yes 
Forms Management Yes 
Incident Management Yes 
Industrial Safety Management Yes 
Injury Reporting Yes 
Inspection Management Yes 
MSDS Yes 
OSHA Recordkeeping Yes 
Occupational Health Management Yes 
Safety Risk Assessment Yes 
Training Management Yes 
Waste Management Yes 

Facility Management

Asset Management Yes 
Commercial Properties Yes 
Equipment Management Yes 
Facility Scheduling No 
Incident Management Yes 
Inspection Management Yes 
Inventory Control No 
Maintenance Tracking Yes 
Preventive Maintenance Yes 
Residential Properties Yes 
Room Scheduling No 
Schools Yes 
Space Planning Yes 
Vendor Management No 
Visitor Management Yes 
Work Order Management Yes 

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management Yes 
Customer Database No 
Dispatch Management Yes 
Electronic Signature Yes 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling No 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management Yes 

Forms Automation

Approval Process Control Yes 
Archiving & Retention Yes 
Collaboration Yes 
Document Indexing Yes 
Drag & Drop Yes 
Full Text Search No 
Remote Document Access Yes 
Rules-Based Workflow Yes 
Text Editing Yes 
Version Control Yes 

Inspection

Appointment Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Equipment Tracking Yes 
Photos In Reports Yes 
Print on Site No 
Report Templates Yes 
Speech Recognition Yes 
Subcontractor Management Yes 

Low-Code Development

AI-Assisted Development No 
Business Process Automation Yes 
Collaborative Development Yes 
Data Aggregation and Publishing Yes 
Deployment Management Yes 
Drag & Drop Yes 
Integrations Management Yes 
Iteration Management Yes 
Performance Monitoring Yes 
Requirements Management Yes 
Templates Yes 
Visual Modeling Yes 
Web / Mobile App Development Yes 
Workflow Management Yes 

No-Code Development

AI-Assisted Development No 
Business Process Automation Yes 
Collaborative Development Yes 
Data Aggregation and Publishing Yes 
Deployment Management Yes 
Drag & Drop Yes 
Integrations Management Yes 
Iteration Management Yes 
Performance Monitoring Yes 
Requirements Management Yes 
Templates Yes 
Visual Modeling Yes 
Web / Mobile App Development Yes 
Workflow Management Yes 

Oil and Gas

Compliance Management Yes 
Equipment Management Yes 
Inventory Management Yes 
Job Costing Yes 
Logistics Management Yes 
Maintenance Management Yes 
Material Management Yes 
Project Management Yes 
Resource Management Yes 
Scheduling Yes 
Work Order Management Yes 

Online Form Builders

Artificial Intelligence No 
Assign Roles / Permissions No 
Collaboration Tools No 
Conversational Forms No 
Data Tables No 
Drag & Drop / No Code No 
Export to PDF No 
HIPAA Compliant No 
Import Existing Forms No 
Mobile Forms No 
Offline Forms No 
Pre-made Templates No 
Quizzes / Questionnaires No 
Reporting / Data Visualization No 
Signup Forms No 
Surveys No 

Work Order

Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Inventory Control Yes 
Job Management Yes 
Preventive Maintenance Yes 
Quotes / Estimates Yes 
Recurring Appointments Yes 
Routing Yes 
Scheduling Yes 
Task Management Yes 

Product Features

Forms Automation

Approval Process Control Yes 
Archiving & Retention Yes 
Collaboration Yes 
Document Indexing Yes 
Drag & Drop Yes 
Full Text Search Yes 
Remote Document Access Yes 
Rules-Based Workflow Yes 
Text Editing Yes 
Version Control Yes 

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