Purpose The Banks module manages a company's bank and credit card accounts, providing centralized visibility into account balances, transactions, and reconciliation status. It integrates with TRUE Accounting for journal entry posting and supports both depository accounts (checking/savings) and credit card accounts. Core Function: Bank reconciliation...

When a client accepts your proposal: Navigate to the Quote in the Projects module or by searching for it in TRUE. Open the Selections module. Once an eForm has been generated, click the "Job" button. The system will prompt you, select “OK”. Your Quote will now be a Job record. Note: Depending on your company's settings, you may need additional appro...

Purpose The Quotes module allows users the ability to handle all of the project management and estimating items that could arise during the lifecycle of a service or residential project. The module provides tools to organize and track quotes for potential or existing clients, track quote stages and follow-up dates, utilize integrations with estimati...

Enter a “Follow-Up” date in the Selections module once the eForm is generated. This will automatically trigger if you use the “Email” function to send out your eForm. You can also manually select this field. Once a follow-up date is reached, the user will receive an “Alert” notification within their solution. Note: By default, the system uses the se...

Purpose The Automations module enables automatic execution of system tasks based on user-defined rules and schedules. Users can select from a list of existing automations and tailor the way in which these automations are triggered directly within the Automations module. Current automations include Daily Reports aggregation for Contracts and Appointm...

Purpose The mySalesman Integration automatically imports budget quotes from mySalesman as leads or quotes in TRUE. This integration connects your mySalesman account to sync customer information, budget details, and line items directly into your system, streamlining the sales workflow for residential and service contractors. Automatic Lead Creation B...

Purpose Quick guide on the refund process in TRUE and QuickBooks Online syncing. When a refund needs to be issued in TRUE, it cannot be synced directly to QuickBooks Online. This requires manual intervention in both systems. Refunds are fully supported within QuickBooks Desktop as well as TRUE Accounting. Creating a Refund Navigate to the Job record...

Purpose The AVAware Integration imports door and hardware quotes from AVAware estimation software via XML files. AVAware is a competitor to PRO-TECH and eMullion (e/PWS) used by commercial door and hardware distributors. This integration automatically creates material line items in your TRUE Contracts or Materials modules from AVAware XML exports. X...

Purpose The YKK Integration imports order acknowledgements and quotes from YKK AP America directly into TRUE purchase orders. This integration automatically populates PO line items with product details, quantities, and pricing from YKK documents - reducing manual data entry and ensuring accuracy when ordering aluminum window and door systems. Order ...

Purpose In this video guide will walk you through the process for eForms in TRUE to allow for efficient generation and printing of Invoices, either individually or in batches. Review this article below for a brief overview. Video   Single Invoice Navigate to the Invoice module. Select the specific Invoice. Click the "Options" button. Choose “Select ...

How do I install the TRUE Time application? Choose the appropriate app store for your device: Apple Devices: iTunes Store Android Devices: Google Play Store Search for "TRUE Time" and download the app. Launch the app by selecting the TRUE Time icon on your mobile device. On the settings page, select Continue. Enter the email associated with the TRUE...

Purpose The LogiKal Integration imports material lists from LogiKal (YCalc) window and door estimating software directly into TRUE. This integration reads Excel exports and automatically creates material line items for glass panels and hardware - streamlining the materials management process for aluminum and glass fabrication projects. Excel Import ...

Purpose In this video, we'll discuss entering payments for pay requests, adding them to deposit tickets, and posting transactions to financials. This will assist with maintaining accurate records in TRUE Accounting, ensuring proper cash flow management, keeping your accounts receivable up-to-date, while maintaining the integrity of your financial st...

Purpose Email Capture allows users to easily send and save emails to records in TRUE by forwarding messages to a dedicated capture address with a unique code. The module stores all captured emails, provides search functionality across all captured records, and enables users to manage access, forward emails, or manually trigger email retrieval. Email...

Purpose Review the setup items below to determine the best way to setup your products in the TRUE Fence Catalog. Manual Entry Ideal for smaller catalogs or individual product additions. Navigate to the Catalog section within TRUE Click the "+" icon to add a new product to exist as an assembly. Fill in all relevant fields in each section (Details, Pr...

Purpose The TRUE Time application works hand-in-hand with TRUE on any mobile device with an internet connection. It allows employees to clock in and out at virtually any job site from their personal or company-issued mobile device, and allows managers to view location data based on where the punch was performed. The purpose of TRUE Time is to accura...

Purpose The GDS Estimating Integration transfers detailed takeoff information directly from GDS Estimating (WinBidPro) into TRUE, eliminating manual data entry and reducing errors in the estimating process. This integration is essential for glass and glazing contractors who need to maintain accuracy when moving complex estimates into their project w...

Purpose  This guide provides subcontractors with instructions for downloading, setting up, and using the TRUE Field mobile application to access job information, schedules, and perform field-related tasks assigned by your contracting company. TRUE Field is a mobile application that connects subcontractors with the contracting company's TRUE system. ...

Purpose Customer Relationship Management (CRM) in TRUE refers to the integrated set of features that help construction subcontractors manage their customer relationships, sales opportunities, and business development activities. TRUE's CRM capabilities are designed specifically for specialty trade contractors in industries such as glass/glazing, fen...

Purpose The Leads module is designed to help you track and manage sales leads from initial contact through conversion to quotes. It provides a centralized location to capture potential sales opportunities, track follow-up activities, organize leads by custom stages, and communicate with prospects. The module integrates with web forms, email systems,...

Purpose The Categories module allows administrators to create and manage custom dropdown lists that appear throughout TRUE, enabling you to standardize data entry and tailor the system to your company's terminology. Categories provide customizable dropdown options for fields across modules—such as Lead Sources, Quote Types, Task Priorities, or Equip...

Purpose Customize how AI AutoFill reads each vendor's unique PDF format when importing bills into TRUE. Tell the AI exactly where to find item descriptions, quantities, prices, and other data for more accurate imports. How to Set It Up Go to Vendors module Select a vendor Click the Details tab Find the AI AutoFill Prompt field Enter instructions for...

Purpose TRUE Desktop is an alternative way to access TRUE using a dedicated desktop application instead of your web browser. It is designed for users who have an on-premise server at their location and want a native application experience. Note: TRUE Desktop is best suited for companies with an on-premise server. Most users access TRUE through the w...

Purpose The Apryse PDF Viewer provides comprehensive PDF viewing and annotation capabilities integrated within TRUE. This tool enables users to view, mark up, measure, and digitally sign PDF documents directly in the browser without requiring external software or plugins. Accessible within the Files system in TRUE or with a selected PDF file in TRUE...

Purpose Import vendor quotes and related documents directly into Purchase Orders, automatically populating fields and line items with AI tools. Import Vendor Quotes 📋 5-Step Process 1. Select or Create PO Navigate to an existing PO or create a new one 2. Upload Document Click the Files button to upload vendor quote (PDF, JPG, PNG) 3. Click Options C...

Open TRUE Fence and save a drawing. If using an existing, navigate to the selections module instead. Click the “Choose Product” button for each line item. Click through the prompts to filter and choose the correct product. Do this for the remainder of your selection items. A material list will automatically generate based on the products you've sele...

Purpose The Glazier Studio / PartnerPak Integration enables comprehensive import of glass and glazing specifications from Glazier Studio software. Import cut lists, stock lengths, hardware reports, and bid summaries directly into TRUE's Materials module, Quotes, Jobs, or Bids for detailed product information and pricing transfer. This integration st...

Purpose The Purchase Orders module manages the procurement process from order creation through vendor fulfillment. Create purchase orders from contracts or material lists, track expected delivery dates, manage drop shipping to job sites, and integrate with TRUE Accounting for committed job costing. Purchase orders can be created individually or in b...

Understanding Post Types in TRUE Fence What are Post Types? In the TRUE Fence Catalog, "Post Type" tells the system what kind of post you're using. This field is only visible when the “Category” of “Post” is selected for a product. This required field helps make sure you have the right number and type of posts for each job. If a post type is not set...

Purpose The Work Tickets module functions as a work order management system that tracks and coordinates field work, shop fabrication, and installation tasks. Integrates with Jobs, Scheduling, Inventory, and TRUE Field to streamline crew coordination and task completion. Workflow Management Create work tickets from jobs with auto-populated informatio...

Purpose The Stripe Integration allows users to accept credit and debit card payments from customers directly in TRUE using Stripe as a built-in payment processing system. This integration provides seamless payment acceptance including support for the BBPOS WisePOS E card reader for in-person transactions. The integration also supports automatic cred...

Purpose Company Preferences is the central configuration hub for TRUE ERP, containing 40+ individual settings modules that control system-wide behavior across all workflows. Each section accessible via the left navigation panel represents a distinct configuration area—from alert thresholds and tax defaults to time clock settings and union agreements...

Purpose Message Templates allow users to configure multiple message layouts for various modules across the system, promoting consistency and ease of use when exchanging text message communications. Templates can include merge fields that automatically populate with record-specific information when messages are sent. SMS Templates Pre-written text me...

Purpose TRUE includes AI-powered tools designed to reduce time spent on data entry and document creation. From email template generators to AI Autofill features, these tools help streamline your workflows. Requirements: TRUE version 19.1.24+ • Opportunities requires Contracts package • POs require Procurement package • Email configuration requires A...

Purpose Schedule-based time tracking eliminates the complexity of manual job selection during clock-in by pre-assigning employees to specific work through daily schedules. This workflow reduces time tracking errors, simplifies labor cost allocation, and provides better project visibility while streamlining field operations. Field personnel benefit f...

Purpose The e/PWS (eMullion) Integration revolutionizes door installation workflow by importing eMullion "Installer Guide" PDFs into TRUE. This integration automates the creation of Work Tickets, links materials to tickets, and attaches assembly instructions for field technicians. Automated Work Tickets Each PDF page generates a separate Work Ticket...

Purpose The Jobs module serves as the central hub for sold projects, designed to streamline project management from start to finish. Create and oversee projects, manage resources, track costs, and monitor progress all in one place. Jobs integrate with Inventory, Purchasing, Scheduling, and Invoicing modules to provide a comprehensive view of your pr...

Purpose The eForms module manages all customizable form templates used throughout TRUE ERP. Access this module from the main navigation menu by selecting the gear icon and choosing eForms (Settings > eForms). Users can configure, customize, and manage standardized document templates for generating professional forms across different modules inclu...

This module is currently under construction.  Check back soon and for immediate assistance you can reach our support team at support@constructtrue.com....

Purpose The RunPayments integration connects TRUE with a full-service payment processing platform, providing credit card and ACH payment acceptance as an alternative to Stripe. RunPayments uses the CardConnect gateway (powered by Fiserv) and includes access to the Run Merchant portal for transaction reporting, chargeback management, and customer vau...

Purpose TRUE supports the following printers, which can print labels from an iPad using AirPrint: Label Printer Options Standard Label Printer  Brother QL-820NWB Brother Genuine DK-1201 Labels Shipping/Large Location 4"x6" Label Printer (Optional)  Brother QL-1110NWB Brother Genuine DK-1241 Labels Quick Start Guides Standard Label Printer  Brother Q...

Purpose The Projects module allows users to track the status of multiple related Jobs within the system. It is ideal for situations requiring multiple Job records all related to a single client, providing a consolidated view of all associated Quotes, Jobs, Bids, and Contracts. Multi-Job Tracking Track multiple related jobs under a single project umb...

Purpose The Tax1099 Integration connects TRUE with Tax1099.com's tax form filing and compliance platform, enabling contractors to streamline their 1099 form preparation and filing process. This integration helps businesses maintain compliance with IRS reporting requirements for subcontractors and vendors. 1099 Form Preparation Prepare 1099-NEC and 1...

Purpose In this video we explain how to reverse a journal entry from a prior period and recreate it in the current period without unlocking the closed period. This allows you to move entries between periods while maintaining the integrity of closed periods, eliminating the need to unlock periods or regenerate statements.  Video        ...

Purpose The ArcSite Integration connects TRUE with ArcSite's mobile CAD drawing and estimating application, enabling contractors to import drawings, measurements, and project estimates directly from field measurements into their TRUE workflow. This integration is particularly valuable for contractors who need to create accurate takeoffs on-site and ...

Purpose The Geotab Integration connects TRUE with Geotab's fleet tracking and management system, enabling contractors to monitor vehicle locations, track driver behavior, and optimize fleet operations directly from their TRUE workflow. This integration helps field service companies maintain visibility into their mobile workforce and equipment. Fleet...

Purpose The Kawneer Integration imports order acknowledgements from Kawneer (an Arconic company) directly into TRUE purchase orders. This integration reads the OrderDetails.xlsx file from Kawneer Direct and automatically populates PO line items with products, quantities, and the vendor order ID - streamlining procurement for aluminum building produc...

Purpose The Checklists module allows you to create and configure checklist templates for your team to review and sign off for completion. Checklists can be used in a variety of applications across the system for quality control, compliance verification, inspections, and process standardization. Template Creation Create reusable checklist templates f...

Purpose The Unposted module serves as a holding area for journal entries created during normal business operations. It provides a review checkpoint before entries are posted to the general ledger, allowing users to manage, review, and correct journal entries before they become part of financial statements. Unique Approach: Unlike traditional account...

Users can access TRUE Fence via the “Quotes”, “Jobs” and “Bids” modules. To do this: Navigate to the one of the three modules mentioned above. Select a record or create a new one. Click the “Options” button. Select “Optional App". If this is a new record, users will jump to TRUE Draw V3 to create a site layout.   Note: If you'd like to default to TR...

Purpose The Posted module manages journal entries that have been transferred from the unposted journal to the general ledger. Once posted, these entries become part of the permanent financial record and are included in the trial balance, balance sheet, income statement, and all financial reports. Permanent Record: Posted journal entries represent th...

Purpose The PRO-TECH Integration streamlines the import of door and hardware specifications from Pro-Tech into TRUE. This integration is crucial for door hardware specialists who need to maintain accurate product data and pricing when creating estimates and material lists. PRO-TECH imports XML-formatted material release files containing door schedul...

Purpose The CFS Integration imports fence estimates created in CFS (Computer Fence Systems) directly into TRUE. This integration reads PDF estimates and automatically creates line items with materials, labor hours, and pricing - eliminating manual data entry and reducing errors when converting fence takeoffs into bids, quotes, or jobs. PDF Import Dr...

Purpose The Catalog module is where product and service data is stored, updated, and maintained. Users can import product data, configure pricing, and track inventory through various processes in the system. Having catalog data allows users to add or include catalog items across various modules within TRUE including Quotes, Jobs, Invoices, Bids, Cha...

Purpose The PGT Integration enables direct import of PGT (PGT Windows) order acknowledgements into TRUE, streamlining the process of transferring window and door specifications while maintaining accuracy in purchasing records. This integration helps window and door contractors efficiently manage PGT product orders within their workflow. Order Acknow...

Purpose The STACK Integration creates a two-way connection between STACK takeoff software and TRUE, ensuring that material quantities, costs, and labor estimates remain accurate throughout the project lifecycle. This integration is particularly valuable for contractors who need to maintain precise quantity tracking from estimation through project co...

Purpose TRUE Subscribers have support hours to assist with deployment, training, and feature requests for TRUE (Note: Customizations are not included). The amount of support hours provided is based on the number of packages subscribed to and whether additional support time was purchased. This article explains how support is earned, used, purchased, ...

This module is currently under construction.  Check back soon and for immediate assistance you can reach our support team at support@constructtrue.com....

Purpose The TRUE team receives many features requests everyday; so many in fact, that only a fraction of them can we work on for eventual inclusion within TRUE. This article was created to assist you with how we handle feature requests and your options as a TRUE customer. Types of Feature Requests Sanctioned Feature Requests Specific types of featur...

Purpose The TRUE Fence module is a specialized estimating application designed exclusively for fence contractors. Create site layouts with TRUE Draw, assign catalog products, generate material lists, and produce digital proposals with eSign capabilities. Data flows directly into the Quotes module for job conversion. Site Layout Drawing TRUE Draw V2 ...

Purpose The Advanced Filter is a powerful search tool available across most TRUE modules. It allows you to find specific records using detailed criteria, create filtered data sets for reports, and save frequently used searches as favorites. Filter Actions The Advanced Filter provides several actions to refine your search results. Action Description ...

Purpose You can send a proposal directly from the Selections module. Once a drawing has been saved, products have been added: Ensure pricing is correct, you can modify your pricing using the “Adjustment” feature or by manually adjusting the values via the “Manual” pricing toggle. Review material quantities for accuracy. Ensure any additional add-ons...

Purpose The Attributes module allows users to create and manage custom fields for various modules throughout TRUE. Track virtually any information not already captured by standard fields using either text-editable fields or customized dropdown lists. Attributes can be used to filter specific records containing custom information, qualify leads with ...

Purpose The Global Search (Quick Search) feature provides rapid access to records across TRUE through both module-specific and system-wide searches. Find any record quickly without navigating through multiple menus. Accessing Global Search Select the ≡ (hamburger menu) icon in the top left corner. Click Search to open the Quick Search panel. Enter y...

Purpose In this video, we walk through creating Vendor Credit Memos in TRUE Accounting. Document the credit you've received from a vendor, accurately adjust the costs of specific projects and reduce the total amount you owe to vendors in your accounting records. Review the article below for a brief overview. Video   Creating a Vendor Credit Memo Nav...

Purpose AI Autofill automates the creation and population of Opportunities from Invitation to Bid (ITB) emails. This feature helps users who regularly receive ITBs streamline their bid management process by automatically extracting project information and creating new Opportunities in TRUE, reducing manual data entry and potential errors. Requiremen...

Purpose The CRL Showers Online Integration imports glass orders and hardware lists from C.R. Lawrence's Showers Online configurator directly into TRUE. This integration reads PDF exports and automatically creates line items with product details, quantities, sizes, and pricing - streamlining procurement and materials management for shower door fabric...

Purpose  The Reconcile module is used to ensure the company's transactions are verified and accurate against statements provided by banking institutions or merchants. It supports reconciliation for both credit card accounts and checking/savings accounts. Reconcile List View  Search & Filter "Select Bank" Quick Filter: Choose the account to recon...

Purpose Automatically create and populate bill records from vendor invoices using AI-powered data extraction, eliminating manual data entry. Available Methods 📧 Email Capture For New Bills Forward invoices to create new bill records automatically Best for: New vendor invoices 📤 AI AutoFill For Existing Bills Upload invoices to populate existing bill...

Purpose The Wisetack Integration enables consumer financing directly within TRUE. Wisetack provides flexible payment options for customers who want to finance their purchases rather than pay upfront. Customers can apply for financing through TRUE's eForms and receive instant approval decisions - helping contractors close more sales and offer conveni...