Purpose The Jobs Module serves as the central hub for sold projects, designed to streamline project management from start to finish. It allows you to create and oversee projects, manage resources, track costs, and monitor progress all in one place. By integrating with other modules such as Inventory, Purchasing, and Scheduling, the Jobs Module provi...

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

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

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 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. Accessible within the Files system in TRUE, or with a selected PDF file in TRUE Field. PDF Markup Features Panel Controls Page Panel Button Toggle p...

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

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

Purpose Create and configure checklists for your team to review and sign off for completion. Checklists can be used in a variety of different applications, for a variety of purposes. Checklists are located in modules across the system, and can be independently configured as needed. Module Selection Checklists are available in the following modules: ...

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  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 TRUE Subscribers have support hours to assist with deployment, training, and feature requests for TRUE. 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, billed, and viewed. Types of Support   S...

Purpose The Custom Dashboard is designed to support the unique workflow of Viking Fence. This will display all of the relevant Sales, Scheduling, and Installation type information for each facility and give the user quick access to all of the relevant areas of TRUE with the simple click of a button. Modules Defined Users can select one of the six di...

Purpose TRUE Time is an application that works hand-in-hand with the TRUE subscription on any mobile device with an internet connection. It allows employees to punch 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 o...

Purpose TRUE Fence is our estimating lite tool, designed to seamlessly integrate with the Quote and Bids modules in TRUE. Create a Site Layout, assign products from your configured product Catalog, generate a Material List, and create a digital proposal with eSign and ePay capabilities with a couple clicks of a button. Learn how to manage these esti...

Purpose In order to fully integrate both TRUE and QuickBooks in perfect harmony with the use of Products, users are required to either create Products in TRUE or import the Item List from QuickBooks. TRUE’s QuickBooks Integration maintains compatibility with Inventory management for company financials using one of two options: Strict use of Product/...

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 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...

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 Categories module allows users to customize the TRUE experience by creating custom drop-down lists for various modules throughout the system. Users can adjust these customized fields in the Categories module. Categories List View  Search & Filter Search bar: Search for a particular module category Column Headers Module: Displays the...

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 Transfers detailed takeoff information directly from GDS Estimating 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 workflow. Materials Module “Gear” icon  Inte...

Purpose The Quick Search feature provides rapid access to records across TRUE through both module-specific and system-wide searches. Using Global Search Select the hamburger menu icon in the top left corner Click Search to open the Quick Search panel Enter the text within the search field Select a specific module or the “Phone/Email/Address” field M...

Purpose The Leads module allows users to organize and track sales leads such as potential new clients/projects. Users can designate follow-up due dates, schedule appointments, generate quotes, and log communication activity. Records created in the Leads module are automatically added to the Contacts module, eliminating double data entry. *Note: Lead...

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 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. Some of the features of the Quotes module includes: The ability to organize and track quotes for potential or existing clients. Track quote stages and follow-up dat...

Purpose Message Templates allow users to configure multiple message layouts for various modules across the system, promoting consistency and ease of use when exchanging message communications. Message Templates List View Search & Filter Options Search Enter text to search for specific message templates. Additional Features "+" Icon Create a new ...

Purpose The Work Tickets module allows users to organize and track Work Tickets for various stages of completion. Key features include: Tracking Work Ticket stages Scheduling crews Tracking time punches Creating items to be completed Generating eForms Work Tickets Module List View The Work Tickets module list view displays all active Work Ticket rec...

Purpose The POs module is the central hub for creating, sending, and tracking Purchase Orders created across the TRUE system. POs Module List View The list view of the purchasing module displays a list of all active Purchase Order records. You can use this list to view open purchase orders, or view historical, previously completed and received purch...

Purpose  The eForms module manages all eForms used throughout TRUE. Access this module from the main navigation menu by selecting the gear icon and choosing eForms. Users can configure, customize, and manage form templates that are used for generating standardized documents across different modules. Module Specific eForms Bids Proposal General propo...

Purpose The Attributes module allows users to create and edit custom fields for various modules throughout TRUE. It enables tracking of virtually any information that is not already being tracked, using either text-editable fields or customized drop-down lists. Additionally, attributes can be used to filter specific records that contain the custom a...

Purpose  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 completion. Bids/Quotes...

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

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

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 Track the status of multiple related Jobs within the system. Perfect for situations that require multiple Job records all related to a single client. Projects Module List View Stage Buttons Displays active counts of Projects in various stages. Customizable in the “Categories” module. Search & Filter Options Quick Search: Search by contac...

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 Catalog module is where product data and inventory information are stored, updated, and maintained. Users can import product data, update it, and track inventory through various processes in the system. Catalog List View  Search & Filter Search field Allows searching for specific products or services "Sort" Button Opens sorting opti...

Purpose 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. Module Access Purchasing Module ...

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

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

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

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

Purpose  Automates the transfer of shower door and hardware specifications from CRL's online platform into TRUE, helping shower door fabricators maintain accuracy in their product details and pricing while reducing time spent on data entry. Purchasing/Quotes/Jobs Module Selected record Items mode "Gear" icon Integrations CRL Showers Online Available...

Purpose  The Tax1099 integration automates year-end tax reporting by connecting TRUE with Tax1099.com, enabling seamless 1099 form generation and submission for vendors and subcontractors. T RUE will communicate with Tax1099, providing all of the payments made to a Vendor/Subcontractor. Use Tax1099 to fill out the 1099 tax forms for your behalf.  Co...

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 Stripe Integration module allows users to accept payments from customers in TRUE using Stripe as a built-in credit and debit card processing system. It provides seamless integration with Stripe's payment services, including support for the BBPOS WisePOS E card reader. Users can access this module through the Company Preferences in TRUE. ...

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 or char...

Purpose  Enables comprehensive import of glass and glazing specifications from Glazier Studio software for detailed product information and pricing transfer. Materials Module Navigate to “Materials” module from a record in TRUE (View > Materials) or directly (workflow > Materials > “Materials” module). Select "Gear" icon Integrations Glazie...

Purpose  The Email Capture module allows users to easily send and save emails to records in TRUE. It provides functionality to capture emails and attachments, relate them to specific records, and manage access to captured emails. Save an Email to TRUE In a Selected Record Locate the desired record in TRUE Navigate to the area with the "✉️" icon, typ...

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 ...

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 Company Preferences module provides administrator-level control over system-wide settings that affect all users and processes within TRUE. This module allows authorized users to configure default behaviors, establish company standards, and manage system rules across all areas of operation. Module Settings Advanced Configuration Modules ...

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, Pricing,...

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

Purpose Utilizing the Advanced Filter can give you access to filtered data sets which users can use to review open items, or generate useful reports. Using Advanced Filter Search: Perform a new search based on entered criteria. Extend: Add new records to the existing list based on entered criteria. Exclude: Remove records from the existing list base...

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...

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...

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

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...

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...

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 Wisetack integration enables businesses to offer financing options for residential construction projects, with loan amounts ranging from $500 to $25,000. This feature allows customers to apply for and receive financing approval directly through TRUE's interface, streamlining the payment process for residential projects such as fencing, a...

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 fired directly within the Automations module. Current Automations Name Module Description Daily Reports Contracts Report of all ...

Purpose The Posted module manages journal entries that have been transferred from the general journal to the ledger. Posting journal entries is the process of transferring recorded business events from the general journal to the ledger. Understanding the Journal The Posted mode displays Posted Journal entries once a search filter is defined. Search ...

Purpose The ArcSite integration allows companies using ArcSite for creating drawings and generating signable proposals to import data directly into TRUE, continuing the life cycle of the job. This integration enables creating a Quote in TRUE, automatically generating a Project in ArcSite, and pushing all relevant billable line items and drawing imag...

Purpose TRUE now offers a powerful new addition to the integration with eMullion, revolutionizing your door installation workflow. By importing an eMullion "Installer Guide," you can automate key processes and enhance efficiency across your projects. Key Features Automated Work Ticket Creation: Each page of the imported PDF generates a separate Work...

Purpose  Facilitates the direct import of Kawneer product orders into TRUE, ensuring accurate transfer of product specifications, pricing, and order details. This integration is valuable for aluminum systems fabricators who work extensively with Kawneer products. Purchasing Module Selected PO Items mode "Gear" icon Integrations Kawneer Available Kaw...

Purpose  Manages the transfer of specifications from LogiKal's window and door software for window and door manufacturers. Materials Module "Gear" icon Integrations LogiKal Drag and drop file in the correct space Available LogiKal files Glass Panel Orders (Excel .xlsx)  Complete glass specifications and quantities Hardware Lists (Excel .xlsx) Detail...

Purpose The Unposted module serves as a holding place for journal entries created during the normal process of business events. It allows users to manage, review, and post these entries to the general ledger. Understanding the Unposted Module The Unposted module home page or "list view" displays all unposted journal entries within the system, allowi...

Purpose  Provides comprehensive fleet tracking and management capabilities for vehicle usage monitoring and route optimization. Company Preferences Navigate to “Integrations” section Locate “Geotab” and select Enter API Keys within this section for setup Equipment Workflow Hamburger icon “Equipment” workflow Vehicles module Select Vehicle Click “Det...

Purpose  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. Materials Module "Gear" icon Integrations Pro-Tech Available Pro-Tech files Material Release Files (X...

Purpose The Banks module manages a company's various Bank and Credit Card accounts used to receive and disburse transactions. Users can either create Bank or Credit Card accounts manually or use the free Plaid integration for secure, encrypted information transfer to TRUE. Banks List View Search & Filter "Active" Quick Filter: Displays all activ...