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Why TrueContext

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Why TrueContext

Pricing

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MOST COMMONLY USED FOR

Installation

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

INDUSTRIES WE SERVE

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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THE TRUECONEXT ADVANTAGE

Augmented Technicians

Connected, Informed, Amplified

Connected Worker

Smarter, Safer, AI-Augmented

Operational Agility

Intelligent, Accelerated, Efficient

Operational Intelligence

Rich, Insightful, Predictive

MAKING THE SWITCH

Rapid Migration

From paper or legacy systems

Managed and Professional Services

Dedicated expertise, enhanced support

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EXPLORE

Customer Stories

TrueContext applied in enterprise environments

Webinar & Events

Explore emerging trends with us at upcoming events

Blog

Stories and insights from the field

LEARN

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

CONNECT

Community

Collaborate with industry peers

Contact Support

Having trouble? Ask our product support team

Talk to Sales

See how TrueContext can help your business

TrueContext Field Service Workflow Platform Pricing 

Paper-free technicians.
Digital field workflows.

Starting at

per year

Designed for orgs with paper-based processes looking to digitize for more efficient fieldwork, more accurate data, and a strong foundation for broader transformation.

Move technicians off paper and into digital workflows that guide them through the job while reducing manual admin.
Digital includes:
  • Low-code form builder
  • Version control and change management
  • Conditional form logic
  • Job dispatching
  • Automated job reporting (PDF, DOCX, XLSX)
  • Live support via phone, chat, email

See full feature list →

Connected technicians.
Integrated field workflows.

 

Designed for orgs looking to create more value from existing digitization through free-flowing data across connected systems.

Go beyond forms with digitized workflows that link technicians to back-office systems. Sync data with CRM, ERP and other platforms for faster, more accurate fieldwork.
Everything in Digital, plus:
  • Multi-column layout
  • Advanced repeatable sections
  • Resource library
  • Camera-to-text
  • Group dispatch and teamwork
  • ServiceNow connector
  • SSO, and more

See full feature list →

AI-augmented technicians.
Field-driven innovation.

 

Designed for orgs with mature field ops and complex enterprise environments looking to scale productivity across teams and regions and enable industry-leading innovation.

Augment your field force with rich data capture and adaptive workflows that understand the field. Unify processes, strengthen compliance, and reducing operational risk.
Everything in Intelligent, plus:
  • Data history
  • Record history
  • On-demand data sources
  • On-demand webhooks
  • Multi-language resource library
  • Multi-language forms and documents
  • Additional AI features, and more

See full feature list →

SOC 2 Type II audited badge
HIPAA Audited badge
Title 21 CFR 11 Audited badge

Enterprise-grade security for compliance and confidence

TrueContext delivers enterprise-level reliability with 99.9% uptime and rigorous security measures validated through SOC 2 Type II, HIPAA, and Title 21 CFR Part 11 certifications.

Built for regulated industries, our platform protects sensitive data and supports enterprise compliance at scale.

TrueContext is quick to deploy and quick to generate ROI

91%

of customers agree complex field work became more efficient*

1,500

hours per year saved through improved tracking processes by Alcon

400%

reduction in technician onboarding time by GOJO/Purell

*source: TrueContext customer survey conducted by Wakefield

5/5

See review on
Capterra.com

“This amazing product enables us to collect various field data, feed it into our corporate EH&S and Asset Management systems, saving a lot of time and effort. The forms are easy to build and intuitive to use. This is a really well thought-out and designed product.”

OLEKSIY GOLOVCHENKO
SR. AIR COMPLIANCE SPECIALIST
ENCANA

4.5 stars icon

Full Feature List

  DIGITAL INTELLIGENT ELITE
Low Code Form Builder Decorative image: dot Decorative image: dot Decorative image: dot
Version Control and Change Management Decorative image: dot Decorative image: dot Decorative image: dot
Native Mobile Apps for iOS, Android, Windows, macOS Decorative image: dot Decorative image: dot Decorative image: dot
Offline Support Decorative image: dot Decorative image: dot Decorative image: dot
Multi-Column Layout Decorative image: dot Decorative image: dot
Side-by-Side Sections Decorative image: dot Decorative image: dot
Repeatable Sections Decorative image: dot Decorative image: dot Decorative image: dot
Repeatable Sections: Editable Summary Table Decorative image: dot Decorative image: dot Decorative image: dot
Repeatable Sections: Sort and Filter Decorative image: dot Decorative image: dot
Repeatable Sections: Summary Table Advanced Layouts Decorative image: dot Decorative image: dot
Repeatable Sections: Custom DREL Decorative image: dot Decorative image: dot Decorative image: dot
Repeatable Sections: Row Copy Decorative image: dot Decorative image: dot Decorative image: dot
Template Based Sections Decorative image: dot Decorative image: dot
Customer Feedback Forms Decorative image: dot Decorative image: dot
Maximum Questions per Form 750 unlimited unlimited
Team FormSpaces 25 unlimited unlimited
Conditional Logic Rules per Form 100 unlimited unlimited
  DIGITAL INTELLIGENT ELITE
Conditional Form Logic Decorative image: dot Decorative image: dot Decorative image: dot
Conditional Form Comments Decorative image: dot Decorative image: dot Decorative image: dot
Answer Exceptions Decorative image: dot Decorative image: dot Decorative image: dot
Data Routing Decorative image: dot Decorative image: dot
Router Question Type Decorative image: dot Decorative image: dot
Card List Question Decorative image: dot Decorative image: dot Decorative image: dot
Formatted Question Text Decorative image: dot Decorative image: dot Decorative image: dot
In-Form Help Decorative image: dot Decorative image: dot Decorative image: dot
Resource Images Decorative image: dot Decorative image: dot Decorative image: dot
Camera to Text Decorative image: dot Decorative image: dot
Document Scanning with OCR Decorative image: dot Decorative image: dot
Resource Library Decorative image: dot Decorative image: dot
  DIGITAL INTELLIGENT ELITE
Job Dispatching Decorative image: dot Decorative image: dot Decorative image: dot
Dispatch to Group Decorative image: dot Decorative image: dot
Dispatch Destinations Decorative image: dot Decorative image: dot Decorative image: dot
Approval Workflow Decorative image: dot Decorative image: dot
Teamwork Decorative image: dot Decorative image: dot
Transfer to Another Device Decorative image: dot Decorative image: dot
Edit Form Submissions & Track Changes Decorative image: dot Decorative image: dot Decorative image: dot
Job Reassignment Decorative image: dot Decorative image: dot
Mobile Search Decorative image: dot Decorative image: dot Decorative image: dot
Organize Forms by Due Date, Priority, or Locations Decorative image: dot Decorative image: dot Decorative image: dot
  DIGITAL INTELLIGENT ELITE
Record HistoryDecorative image: dot
Data HistoryDecorative image: dot
On-Demand Data SourcesDecorative image: dot
On-Demand WebhooksDecorative image: dot
AI-Enhanced Text AreaSoon
AI-Enhanced Photo ProfilingSoon
AI Voice-to-FormSoon
  DIGITAL INTELLIGENT ELITE
Automated Job Reporting (PDF, DOCX, XLSX) Decorative image: dot Decorative image: dot Decorative image: dot
Instant Customer Reporting Decorative image: dot Decorative image: dot Decorative image: dot
Customized Reporting Decorative image: dot Decorative image: dot Decorative image: dot
BI Integrations Decorative image: dot Decorative image: dot Decorative image: dot
Real-Time Form Submission Tracker Decorative image: dot Decorative image: dot Decorative image: dot
Basic Analytics Decorative image: dot Decorative image: dot Decorative image: dot
Custom Analytics Soon
Workflow Data Analytics Soon
  DIGITAL INTELLIGENT ELITE
Salesforce Connector$ Optional$ Optional
Amazon Web Services Cloud Storage ConnectorDecorative image: dotDecorative image: dot
Refresh on Form OpenDecorative image: dotDecorative image: dot
REST APIDecorative image: dotDecorative image: dotDecorative image: dot
SharePoint ConnectorDecorative image: dotDecorative image: dotDecorative image: dot
Repeatable DestinationsDecorative image: dotDecorative image: dotDecorative image: dot
ServiceNow ConnectorDecorative image: dotDecorative image: dot
Box Cloud Storage ConnectorDecorative image: dotDecorative image: dotDecorative image: dot
Dropbox Cloud Storage ConnectorDecorative image: dotDecorative image: dotDecorative image: dot
Google Cloud Storage ConnectorDecorative image: dotDecorative image: dotDecorative image: dot
OneDrive Cloud Storage ConnectorDecorative image: dotDecorative image: dotDecorative image: dot
FTP/SFTP Storage ConnectorDecorative image: dotDecorative image: dotDecorative image: dot
WebhooksDecorative image: dotDecorative image: dotDecorative image: dot
SMS NotificationsDecorative image: dotDecorative image: dotDecorative image: dot
Enhanced App-to-App IntegrationsDecorative image: dotDecorative image: dotDecorative image: dot
Data Source PartitioningDecorative image: dotDecorative image: dot
Data Source Limits 500K cells or 50K rows 2M cells or 200K rows 2M cells or 200K rows
  DIGITAL INTELLIGENT ELITE
Single Sign-OnDecorative image: dotDecorative image: dot
Multi-factor AuthenticationDecorative image: dotDecorative image: dotDecorative image: dot
Configurable Password PoliciesDecorative image: dotDecorative image: dotDecorative image: dot
User RolesDecorative image: dotDecorative image: dotDecorative image: dot
“Can Manage” User PermissionDecorative image: dotDecorative image: dotDecorative image: dot
User Self-RegistrationDecorative image: dotDecorative image: dotDecorative image: dot
iOS Apple Business Manager DistributionDecorative image: dotDecorative image: dotDecorative image: dot
SOC2 Type 2 ComplianceDecorative image: dotDecorative image: dotDecorative image: dot
HIPAA ComplianceDecorative image: dotDecorative image: dotDecorative image: dot
FDA CFR Part 11Decorative image: dotDecorative image: dotDecorative image: dot
  DIGITAL INTELLIGENT ELITE
Multi-language formsDecorative image: dot
Multi-language document generationDecorative image: dot
Multi-language resource libraryDecorative image: dot

$ = optional paid add-on
Decorative image: dot = included with tier subscription
** Configurable by TrueContext: TrueContext may impose safeguards, including without limitation data source size limits, maximum number of conditional logic rules per form and/or maximum number of questions per form, may apply to some features in order to ensure acceptable performance of services and devices.

Frequently Asked Questions

Who is the Digital tier best suited for?

The Digital tier is best suited for organizations moving away from paper-heavy, manual, or fragmented field operations and looking for dependable structure, traceability, and a fast path to digital maturity.

This tier is ideal for organizations that need to standardize and digitize field processes, eliminate admin rework and manual documentation, establish baseline operational visibility through real-time submission tracking and automated reports, achieve traceability and audit readiness from day one, and empower technicians with intuitive, mobile-first workflows they will actually adopt.

With Digital, your field operations move from paper to structured digital workflows in days, not months. Technicians focus on hands-on service instead of paperwork, every job produces a clean audit-ready record automatically, and your organization begins building a structured, AI-ready data foundation with every completed workflow.

Who is the Intelligent tier best suited for?

The Intelligent tier is best suited for organizations that have moved past basic digitization and need scalable execution, cross-team consistency, enterprise system connectivity, and built-in compliance at scale.

This tier is ideal for organizations that want to lower service cycle times and reduce repeat visits, enforce a stronger compliance posture through consistent execution and automated audit trails, gain real-time visibility into work quality and operational performance, connect field workflows directly to enterprise systems like ServiceNow, Salesforce, and others, empower technicians with OCR capture, resource libraries, and in-workflow collaboration tools, and coordinate execution across multiple teams, regions, or service lines.

With Intelligent, your field operations become faster, more predictable, and fully connected to the back office. Compliance is built into every workflow rather than managed after the fact. Technicians get the tools and context they need to perform consistently, and your organization scales with confidence—knowing the system grows with you.

Who is the Elite tier best suited for?

The Elite tier is best suited for enterprise organizations where field execution directly impacts revenue, safety, regulatory survival, and large-scale operational efficiency—and where intelligence and AI augmentation must be built into every technician’s workflow.

This tier is ideal for organizations that need AI-augmented technician performance with full job context before, during, and after every visit; actionable service and asset insights through work history, data trends, and on-demand connections to enterprise systems and AI agents; institutional knowledge captured in the system so expertise scales across your workforce rather than walking out the door when experienced technicians leave; automated compliance and audit readiness across every region and regulatory framework; and advanced data capture including smart photo profiling, voice-to-form, and video analysis to generate richer field data.

With Elite, every technician arrives prepared, performs with real-time guidance, and leaves behind data that makes the next visit smarter. It is the full realization of the Augmented Technician—where your field operation becomes a source of compounding intelligence, innovation, and competitive advantage.

How much does TrueContext cost?

TrueContext pricing is structured to align with the value your organization gets from the platform, not simply the number of users on the system. Every field operation is different—different scale, different complexity, different integration needs—so we work with you to build a package that reflects your actual usage and the outcomes you need.

Our three tiers—Digital, Intelligent, and Elite—are designed to meet organizations wherever they are in their operational maturity. Digital delivers rapid digitization and structured workflows. Intelligent adds enterprise system connectivity, advanced compliance, and cross-team coordination. Elite unlocks AI-augmented technician performance, work history, on-demand connections, and advanced data capture.

To get pricing tailored to your operation, contact our sales team. We will help you identify the right tier, understand the value it delivers for your specific use case, and build a package that fits.

What is TrueContext’s pricing per user?

TrueContext is not a simple per-user-per-month tool. It is a field workflow platform that transforms how your entire operation runs—from the technician on site to the back-office systems that drive your business. Pricing reflects the breadth and depth of value the platform delivers: structured digital workflows, enterprise integrations, automated compliance, AI-augmented technician performance, and the compounding intelligence that comes from every completed job feeding the next one.

Rather than a one-size-fits-all per-user rate, TrueContext pricing is customized based on your organization’s size, operational complexity, and the tier that fits your needs. This ensures you pay for the value you receive—not just seats. Contact our sales team for a tailored quote that reflects the impact TrueContext will have on your specific field operation.

How much does TrueContext cost for contractors?

TrueContext is built to support a mixed workforce of employees and contractors seamlessly. Granular permission controls and user roles let you manage exactly what each person can access, ensuring contractors see only the workflows and data relevant to their assignments.

For organizations that rely on contractors, TrueContext delivers especially strong value. Guided workflows ensure every contractor follows the right steps from day one—no ramp-up guesswork. In-form help and contextual prompts reduce training time and calls back to the office. With the Elite tier, work history gives contractors full context on past service records, asset trends, and prior findings so they arrive prepared—even on their first visit to a site.

Because TrueContext pricing is structured around organizational value rather than a flat per-user rate, adding contractors to your operation does not simply multiply a seat cost. Contact our sales team to discuss a package that covers your full workforce—employees and contractors alike.

Are there limitations on how many forms I can create?

Intelligent and Elite tiers allow you to create and deploy unlimited forms with unlimited conditional logic rules and unlimited Team FormSpaces. The Digital tier includes up to 750 questions per form, 100 conditional logic rules per form, and 25 Team FormSpaces. These limits work well for most mid-size field operations getting started with digital workflows. As your usage or needs grow, our team will work with you to ensure we meet those evolving needs.

Can you build my forms and workflows for me?

Yes. TrueContext offers Implementation Services to help you get up and running quickly. For Intelligent and Elite tiers, Implementation Services are included as part of your package to ensure your workflows are optimized from the start. For Digital, Implementation Services are available as an optional add-on. Our implementation experts work with your team to build workflows tailored to your field operations, help you migrate from other solutions, and integrate TrueContext with your existing FSMs, ERPs, and other back-office systems, often completing standard deployments within weeks.

How do I get my existing forms on the mobile app?

Many customers start with one of our template forms—such as safety inspections, maintenance checklists, or surveys—and use the TrueContext low-code Form Builder to modify them to fit their needs. This is an easy way to get up and running quickly. You can also create forms from scratch, and your operations team can build and update workflows in minutes without any IT dependency. Our Implementation Services will support this transition to ensure you receive returns on your TrueContext investment within weeks.

Can I use multiple cloud services in the same workflow?

Yes. All TrueContext plans include varying access to no-code, easy-to-configure connections to many common cloud services, including SharePoint, Google, Box, Dropbox, OneDrive, and others. These can be combined to create sophisticated, automated workflows that route data exactly where it needs to go.

Is it possible to integrate enterprise systems, including in-house ERP systems, with TrueContext?

Yes. The Intelligent and Elite tiers include enterprise-grade integration capabilities including the ServiceNow Connector, Amazon Web Services Cloud Storage, and data source partitioning among many others. The Salesforce Connector is available as an optional add-on. All tiers include the REST API, which lets your IT team connect to virtually any enterprise system—including SAP, Oracle, and custom in-house ERPs. With the Elite tier, On-Demand Connections enable workflows to reach out mid-job to pull live data from enterprise systems and AI agents, with the workflow adapting based on what comes back.

Why is TrueContext the best workflow platform for field service teams?

TrueContext is a field workflow platform purpose-built for the way field service teams actually work. Most tools in this space either require IT to build everything, break when you lose signal, or are so clunky that technicians find workarounds to avoid them.

TrueContext is the opposite. Workflows are intuitive and mobile-first, which is why technicians pick them up fast, whether they are 25 or 55. They work completely offline, with every feature fully functional without a connection. Operations teams own the process with a low-code builder, pushing changes to the field in minutes with no IT dependency. Bi-directional integrations keep the field and back office in sync. And every completed job automatically produces an audit-ready record.

The platform is used by over 100,000 technicians across more than 1,500 field service organizations, including companies like Chevron, DHL, KONE, and Johnson Controls, and it integrates out of the box with platforms like Salesforce, ServiceNow, and ServiceMax. Whether your teams handle installations, maintenance, inspections, or health and safety work, TrueContext gives them structured, reliable workflows that make field operations actually work.

Why is TrueContext the best field service app for technicians?

TrueContext does not just digitize what technicians do—it augments how they do it. Before a job, the technician can arrive with full context: asset history, past findings, and recommendations preloaded into the workflow through Work History. During the job, they have live access to knowledge bases, enterprise systems, and AI-assisted capture tools through On-Demand Connections. After the job, everything they captured flows back automatically, feeding the next visit and building organizational intelligence over time.

AI is embedded directly into the workflow—not bolted on as a separate product. Smart photo profiling, voice-to-form capture, and video analysis let technicians document what they find naturally while the system structures it for them. The result is higher first-time fix rates, faster diagnosis, better safety outcomes, and operations that get measurably smarter with every completed job.

The technician is not replaced by AI—they are augmented by it. More confident, more accurate, and more effective because the workflow is working with them in real time. Admin work pains are a thing of the past.

What is the difference between Digital, Intelligent, and Elite?

Each tier is designed to match a different stage of operational maturity—and each one changes what the technician experience looks like on the ground.

With Digital, technicians get a clean, intuitive mobile experience that replaces paper and manual processes. The interface is easy to pick up regardless of technical skill, workflows run fully offline, and in-form help and contextual prompts guide technicians through every step. When a job is done, the record is already complete—no paperwork to fill in later. For the organization, Digital delivers structured digital workflows, low-code design, automated reporting, and cloud integrations that establish a reliable, auditable baseline.

With Intelligent, technicians gain access to searchable resource libraries, camera-to-text OCR, and document scanning right inside the workflow—so they spend less time transcribing and searching for information and more time on hands-on service. Approval workflows and teamwork collaboration mean they never have to wait for answers or work in isolation. For the organization, Intelligent adds enterprise system connectivity with ServiceNow and Salesforce, unlimited workflow logic, cross-team work management, Single Sign-On, and built-in compliance at scale.

With Elite, technicians become truly augmented. Before a job, Work History preloads past service records, data trends, and prior findings so they arrive fully prepared—not starting cold. During the job, On-Demand Connections pull live data from enterprise systems and AI agents directly into the workflow, giving technicians answers in the moment rather than after the fact. Advanced Data Capture lets them describe what they see through voice, smart photos, and video while the system structures the data automatically. After the job, everything they captured feeds back into the system, making the next visit smarter. For the organization, Elite delivers multi-language support, the full Augmented Technician capability set, and AI-powered field performance at scale, driving a compounding intelligence loop where every job builds organizational knowledge.

Does TrueContext work offline?

Yes—fully. Not partially, not with limitations. Every feature works without a connection. This is critical for technicians working on oil rigs, inside secure facilities, in hospital imaging rooms, or at remote sites with no signal. When connectivity returns, data syncs automatically.

What integrations are included with TrueContext?

All tiers include integrations with SharePoint, Box, Dropbox, Google Cloud Storage, OneDrive, FTP/SFTP, Webhooks, SMS Notifications, REST API, Enhanced App-to-App Integrations, and BI tools like Power BI and Tableau. The Intelligent and Elite tiers add the ServiceNow Connector, Amazon Web Services Cloud Storage, and data source partitioning. The Salesforce Connector is available as an optional add-on for Intelligent and Elite. TrueContext can also be launched directly from other field service apps through app-to-app integrations, and data streams in both directions between the field and the back office.

What AI capabilities does TrueContext offer?

TrueContext is embedding AI directly into the workflows technicians already use every day—and the intelligence of those workflows grows with every job your team completes.

The Elite tier includes Work History, which surfaces past work records, data trends, and previously captured photos and notes inside the workflow so technicians arrive at every job fully prepared. On-Demand Connections allow workflows to reach out mid-job to AI agents and enterprise systems for real-time guidance, adapting the workflow based on what comes back. Coming in 2026, Advanced Data Capture will bring smart text recognition, intelligent photo profiling, video capture with analysis, and voice-to-form—so technicians can describe what they see naturally and the system structures it automatically.

What makes this powerful is the compounding loop behind it. Every piece of data your technicians capture—structured readings, photos, voice observations, pass/fail results—flows back into the system and enriches the context available for the next visit. Workflows do not stay static; they evolve as more data comes in. Recurring issues get surfaced automatically. Asset trends become visible over time. SOPs transform from fixed documents into dynamic processes that adapt based on real-world field conditions. The more your technicians use TrueContext, the smarter every workflow becomes—turning individual job data from thousands of technicians into a comprehensive operational intelligence narrative that drives better decisions, higher service quality, and continuous improvement across your entire field operation.

Can I upgrade my plan later?

Absolutely. TrueContext’s tier structure is designed as a growth path that scales with your operation. Some organizations start with Digital to establish a strong digital foundation, then move to Intelligent as they need enterprise connectivity and compliance at scale. Others start at Intelligent from day one because their operational complexity demands it—and as their field operation expands and they move into higher usage bands, they gain access to expanded capacity and capabilities without rethinking their entire platform.

When your organization is ready for AI-augmented technician performance, the path to Elite is seamless. Your data, workflows, and configurations carry forward as you upgrade—nothing is lost. Every workflow your team has completed and every piece of field data you have captured continues to compound value at the next tier. TrueContext is built so that growth in your field operation translates directly into growth on the platform, not a disruptive migration.

Do all plans include industry solutions like Safety Automation and Installation and Maintenance?

Yes. All TrueContext tiers include access to all industry solutions. You can mix and match forms from Safety Automation, Installation and Maintenance, Inspections and Compliance, and other solutions without paying separate subscription fees.

What kind of support does TrueContext offer?

All tiers include a comprehensive knowledge base and live support via phone, chat, and email. For Intelligent and Elite customers, Premier Customer Success is included by default, providing dedicated guidance to maximize adoption, optimize workflows, and expand impact across teams. Implementation Services are required for Intelligent and Elite tiers and optional for Digital, ensuring your deployment is set up for success from the start.

What security and compliance certifications does TrueContext support?

All tiers include SOC 2 Type 2 compliance, HIPAA compliance, FDA CFR Part 11, multi-factor authentication, configurable password policies, and user role management. The Intelligent and Elite tiers add Single Sign-On for integration with your existing identity management infrastructure. TrueContext is built for regulated industries where data security, compliance, and audit readiness are non-negotiable.

Still have questions?

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