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Field Service Workflow Platform Pricing | TrueContext

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MOST COMMONLY USED FOR

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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

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Industrial Equipment

Power asset performance and human safety

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Operational excellence across the energy stream

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Break new ground in productivity, quality, and safety

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Smarter, Safer, AI-Augmented

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Intelligent, Accelerated, Efficient

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Rich, Insightful, Predictive

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Rapid Migration

From paper or legacy systems

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Dedicated expertise, enhanced support

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TrueContext Field Service Workflow Platform Pricing 

Establish consistent, reliable field execution.  

per license per month, billed annually

Digitize essential field service workflows, eliminate errors from manual data entry, and give your technicians clear guidance without the overhead of complex systems.

Essentials includes:
  • Advanced data collection 
  • Straightforward business logic 
  • Professional documentation 
  • Seamless cloud storage integration (Google, Box, DropBox, etc.) 
  • Email and SMS notifications 
  • Full offline capability 

See full feature list →

Eligible Add-ons
  • Work History
  • Knowledge Base
  • Technician Insights
  • Multi-Language
  • Visual Intelligence
  • Technician Actions and Analytics
  • Intelligence Platform

Turn your field operations into a coordinated, insight-ready system.  

per license per month, billed annually 

Streamline workflows across teams, integrate your field data with core business systems, and enable technicians and managers to work with greater accuracy, speed, and consistency. 

Everything in Essentials, plus:
  • Advanced conditional logic 
  • Guided workflows and in-form resources 
  • FSM, EAM, CRM, and other platform integration 
  • Fully customizable reports and records 
  • Higher usage limits for data sources, form questions, and logic rules 

See full feature list →

Eligible Add-ons
  • Work History
  • Knowledge Base
  • Technician Insights
  • Multi-Language
  • Visual Intelligence
  • Technician Actions and Analytics
  • Intelligence Platform

Turn your field operations into a controlled, enterprise-ready system built for scale and complexity.  

Unify processes across teams and regions, strengthen compliance, and reduce operational risk with advanced workflow depth, richer data capture, and tighter governance. 

Everything in Advanced, plus:
  • Collaborative workflows with rich media data capture 
  • AWS and proprietary system integrations 
  • Data routing and data source partitioning for an enhanced mobile experience 
  • Single Sign-On 
  • Forms, logic rules, and data sources customized to your business needs** 

See full feature list →

Eligible Add-ons
  • Work History
  • Knowledge Base
  • Technician Insights
  • Multi-Language
  • Visual Intelligence
  • Technician Actions and Analytics
  • Intelligence Platform
Eligible Add-ons
  • Work History
  • Knowledge Base
  • Technician Insights
  • Multi-Language
  • Visual Intelligence
  • Technician Actions and Analytics
  • Intelligence Platform
Eligible Add-ons
  • Work History
  • Knowledge Base
  • Technician Insights
  • Multi-Language
  • Visual Intelligence
  • Technician Actions and Analytics
  • Intelligence Platform
Eligible Add-ons
  • Work History
  • Knowledge Base
  • Technician Insights
  • Multi-Language
  • Visual Intelligence
  • Technician Actions and Analytics
  • Intelligence Platform
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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

    Essentials Advanced Enterprise
Low Code Form Builder ?An intuitive, drag and drop form builder enables anyone to customize or build field service optimized forms from scratch. Decorative image: dot Decorative image: dot Decorative image: dot
Mobile-Native Form Design and Data Collection ?Mobile-native layout and input controls, optimized for an in-the-field user experience on smartphone and tablets of any size. Decorative image: dot Decorative image: dot Decorative image: dot
Offline Support ?Field personnel can access and complete forms when remote sites lack network connectivity, and submissions are automatically sent when connectivity is restored. Decorative image: dot Decorative image: dot Decorative image: dot
Repeatable Sections ?Enable capturing data as multiple line items, such as parts numbers and costs required for a job. Automatically calculate totals, and easily review in a summary table adapted to the number of entries added by the technician. Decorative image: dot Decorative image: dot Decorative image: dot
Version Control and Change Management ?Automatically retain previous versions of forms to ensure changes can be tested and rolled back if necessary. Decorative image: dot Decorative image: dot Decorative image: dot
Conditional Form Comments ?Requires field technician to enter follow-up details or additional information in the form of a comment, conditionally based on the answer to a previous question. Decorative image: dot Decorative image: dot Decorative image: dot
Conditional Form Logic ?Send users through different form workflows based on job context, or change form requirements based on multiple factors, speeding data collection and improving data accuracy.   Decorative image: dot Decorative image: dot
Answer Exceptions ?Special handling for inspection items which have a severe operational impact. Forms have built in detection of critical business logic decisions, so your technicians save time in determining the necessary steps to follow.   Decorative image: dot Decorative image: dot
In-Form Help ?Include context-based help with questions in a form, such as how-to videos, diagrams, and compliance regulations.   Decorative image: dot Decorative image: dot
Template Based Forms ?Template-Based Forms allow form builders to quickly and easily create and edit groups of questions that follow a repeated pattern. These repeated sets of questions can then be repeatedly referenced in inspection, audit, or checklist-based forms, saving time and effort in form creation.     Decorative image: dot
Form Limits ?Maximum number of forms available which can be created. 25 Custom limits** Custom limits**
Conditional Logic Rules per Forms ?Maximum number of any individual forms’ conditional logic rules. 0 100 Custom limits**
Maximum Questions per Form ?Maximum number of any individual form’ questions. 250 750 Custom limits**
White label ?Publish a white label branded mobile app in your app store. Fully control testing procedures and publishing schedules. $ $
Multi-language ?Collaborate on the same workflow—without having to maintain and manage multiple versions of the same workflow in different languages. $
    Essentials Advanced Enterprise
Job Dispatching ?Dispatch forms to field personnel pre-filled with job details, saving time and streamlining work assignments. Decorative image: dot Decorative image: dot Decorative image: dot
Organize Forms by Due Date, Priority, or Locations ?Dispatched forms are able sorted and organized on-device, to allow technicians to optimize their planned work. Decorative image: dot Decorative image: dot Decorative image: dot
Real Time SMS Notifications ?Trigger an SMS notification conditionally to field service supervisors based on data submitted in a form. Decorative image: dot Decorative image: dot Decorative image: dot
Dispatch Destinations ?Automate common business processes, such as manager or peer approval, based on submitted field data.   Decorative image: dot Decorative image: dot
Edit Form Submissions & Track Changes ?Field personnel can optionally edit and resubmit completed forms, enabling information to be easily updated and refreshed as needed. Each revision of a submitted form is tracked for compliance purposes, capturing who changed what in each revision.   Decorative image: dot Decorative image: dot
Mobile Search ?Technicians are often dispatched to job sites without a full understanding of what work has already been carried out. This capability allows technicians to search and retrieve information for any previous work done at a job site.   Decorative image: dot Decorative image: dot
Resource Images ?Embed images like diagrams or illustrated job steps for technicians to refer to in order to understand how to complete a task. Images are available offline.   Decorative image: dot Decorative image: dot
Formatted Question Text ?Format text with headings, bulleted/numbered lists, bold, or italics to increase readability and comprehension of longer questions or instructions.   Decorative image: dot Decorative image: dot
Camera to Text ?Using their device camera, field personnel can rapidly and accurately capture complex information, such as serial numbers, dataplates, and labels directly into forms. Accuracy in data capture is improved by avoiding costly data-entry errors either during the job, or later after the error has gone undetected for a period of time.     Decorative image: dot
Teamwork ?With our multi-user workflow, more than one technician can work sequentially to complete an assignment. Mobile users can transfer forms easily for true collaboration in the field. Supervisors or team leads can track work in progress and unassign or reassign work. Field workers can transfer work in progress and find and claim work from other technicians.     Decorative image: dot
Document Scanning ?Technicians can now include work recorded on paper documents within their forms directly. Within the context of a form, technicians can use their mobile device camera to take picture of multi-page documents, reports, contracts, or other job-related information which is needed to support traceability or compliance requirements.     Decorative image: dot
Data Routing ?Extract relevant information from a string of text such as a barcode, and send it to subsequent questions. Process data that flows into a ProntoForm and use it to run the business logic in that form.     Decorative image: dot
Resource Library ?Empower your field technicians with offline, multilingual access to all critical documents—right when and where they need them.     Decorative image: dot
Customer Feedback Forms * ?Automatically dispatch pre-visit readiness checklists to ensure site preparedness and avoid rework, or send post-visit customer satisfaction surveys to manage customer sentiment and reduce churn.   $ Decorative image: dot
    Essentials Advanced Enterprise
Real-Time Form Submission Dashboard ?Filter submissions, view on a map, and schedule data exports for easy data review and management. Decorative image: dot Decorative image: dot Decorative image: dot
Basic Analytics ?Easily create dynamic, customized graphs to gain actionable insights from answers submitted on forms. Decorative image: dot Decorative image: dot Decorative image: dot
Job Reports and Customer Work Order Records ?Capture form submissions in CSV, PDF, HTML, Word, JSON, XML. Decorative image: dot Decorative image: dot Decorative image: dot
Customizable Reports and Records ?Customizable Excel, PDF, Word, HTML, XML, JSON with DREL, Handlebars, or FreeMarker   Decorative image: dot Decorative image: dot
Advanced Analytics ?Uncover trends, patterns, and deep business insights with customized dashboards from Birst. Enable data-driven processes with rich business intelligence to dramatically improve operational performance $ $ $
    Essentials Advanced Enterprise
User Roles ?Control who can manage, test, and submit field service forms. Decorative image: dot Decorative image: dot Decorative image: dot
Configurable Password Policies ?Set how complex passwords must be, and how frequently they must be reset. Decorative image: dot Decorative image: dot Decorative image: dot
iOS Apple Business Manager Distribution ?Compatible with Apple’s MDM solution   Decorative image: dot Decorative image: dot
Single Sign-On ?Compatible with Okta, OneLogin, Azure Active Directory, Active Directory Federation Services, and SAML 2.0.     Decorative image: dot
Team FormSpaces ?FormSpaces are for multi-team environments which require controlled access to certain forms. FormSpaces enable teams to manage which users, or entire teams are able to access different forms, and control deployment of new or updated forms to selected super-users. 2 25 Custom limits**
    Essentials Advanced Enterprise
Google Cloud Storage Connector   Decorative image: dot Decorative image: dot Decorative image: dot
Box Cloud Storage Connector   Decorative image: dot Decorative image: dot Decorative image: dot
DropBox Cloud Storage Connector   Decorative image: dot Decorative image: dot Decorative image: dot
OneDrive Cloud Storage Connector   Decorative image: dot Decorative image: dot Decorative image: dot
FTP/SFTP Storage Connector   Decorative image: dot Decorative image: dot Decorative image: dot
Salesforce Connector     Decorative image: dot Decorative image: dot
ServiceMax Connector     Decorative image: dot Decorative image: dot
ServiceNow Connector     Decorative image: dot Decorative image: dot
SharePoint Connector     Decorative image: dot Decorative image: dot
Amazon Web Services Cloud Storage Connector       Decorative image: dot
Data Source Partitioning ?For large data sets, partitions apply filtering to expose limited amounts of data to certain users through their forms. Partitioning improves user experiences by ensuring data accesses throughout all forms are performant.     Decorative image: dot
Enhanced App-to-App Integrations ?Open and pre-fill forms from web pages, emails, and apps. On Advanced and Enterprise tiers, enable two-way communication between TrueContext and on-device apps, even when offline.   Decorative image: dot Decorative image: dot
REST API and Webhooks ?Connect interdependent workflows, automate dispatching, manage users, and integrate with back-office systems of record using custom APIs and Webhooks.   Decorative image: dot Decorative image: dot
Data Source Limits ?Maximum size of external data per form. 100K Cells or 10K Rows 500K Cells or 50K rows Custom limits**
    Essentials Advanced Enterprise
Comprehensive Knowledge Base ?Access to an in-depth collection of online help, including a forum for community involvement Decorative image: dot Decorative image: dot Decorative image: dot
Live Support via Phone, Chat, Email ?Professional, timely support is available for all customers within normal business hours Decorative image: dot Decorative image: dot Decorative image: dot
Enterprise Premium Support ?Augmented customer support phone coverage for severity 1 issues outside of standard business hours.     $
Professional Services ?Accelerate time to deploy and ROI by engaging with TrueContext implementation specialists to design and build forms based on your unique field service processes $ $ $

$ = optional paid add-on
Decorative image: dot = included with tier subscription
* Customer Feedback Forms are designed for use in supporting our standard mobile form use cases, such as verifying job site readiness and capturing customer feedback. We evaluate fair use on the basis of submissions, specifically the ratio of Customer Feedback Forms submissions to standard mobile form submissions. Our definition of fair use is based on a ratio of 10:1 or less Customer Feedback Form submissions to our standard mobile form submissions.
** 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 Essentials Tier best suited for?

The Essentials tier is best suited for organizations moving away from fragmented, manual, or paper-heavy field operations, and looking for dependable structure and traceability. 

This tier is ideal for organizations that aim to have standardized, compliant field processes, and reduced admin rework and documentation time, set a baseline for operational visibility, and set up early traceability and audit friendliness. With the Essentials tier, your organization receives a consistent, traceable, and reliance field service workflow platform that moves you from paper to digital, without overwhelming your team. 

With the Essentials tier, your organization receives a consistent, traceable, and reliance field service workflow platform that moves you from paper to digital, without overwhelming your team.

Who is the Advanced Tier best suited for?

The Advanced tier is best suited for organizations that need scalable execution, cross-team consistency, and meaningful operational efficiency. 

This tier is ideal for organizations that want lower service cycle times and fewer repeat visits, a stronger compliance posture through consistent execution, real-time visibility into work quality and performance, better onboarding and upskilling with AI-ready knowledge tools, and faster cross-org communication and reporting on field service. 

With the Advanced tier, your organization’s field operations get faster and more predictable, eliminating technician variance, reducing inefficiencies, and ensuring meaningful visibility across teams, while building a field system that scales easily with your business.

Who is the Enterprise Tier best suited for?

The Enterprise tier is best suited for organizations where field execution directly impacts revenue, safety, regulatory survival, or large-scale operational efficiency, and where intelligence and automation must be built into every action. 

This tier is ideal for organizations that operate in high-risk, high-cost environments and are looking for automation compliance and audit readiness, actionable service and asset insights, enriched technician performance, reduced downtime and operational risk, and cross-org orchestration for large, regulated operations. 

With the Enterprise tier, your organization ties your field organization with the wider business, moving from automation to intelligence and continuously optimizing performance across regions and teams.

Are there limitations on how many forms I can create?

Advanced and Enterprise Tiers allow you to create and deploy unlimited forms. The Essentials Tier has a 10 form limit.

Can you build my forms and workflows for me?

Yes. Our mobile implementation and usability experts often build forms for standard deployments in about a week.

I’m interested in two TrueContext solutions – Safety Automation and Installation & Maintenance. Do I have to pay two subscription fees?

No. All industry solutions are included in all TrueContext subscription plans. You can mix and match forms from all solutions.

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

Many of our customers start with a template form (e.g. safety inspections, surveys), and use the TrueContext Form Builder to modify them to fit their needs. This is an easy way to get up and running quickly. You can also create your forms from scratch.

Can I use multiple cloud services in the same workflow?

Yes. All TrueContext plans include no-code, easy-to-configure connections to many common free and paid cloud services, including Box, Google’s G Suite, and others. These can be combined to create sophisticated and powerful automated workflows.

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

Yes, the Advanced and Enterprise plans include these connections. You can use out-of-the-box connections to connect to Salesforce, Amazon Web Services, and others. In addition, TrueContext REST API lets your IT team connect to virtually any ERP, including SAP, Oracle, and others.

Still have questions?

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