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
These modules will navigate the user to a different screen. They include advanced functionality used in various parts of the system. Typically require additional setup.
Automations
Configure advanced system automation rules and workflows
Chart of Accounts
Set up and manage company financial account structure
Companies/Brands
Configure multi-company settings and brand management
Configurator
Advanced system configuration tools and settings
Email Templates
Create and manage system-wide email templates
List Templates
Define reusable templates for various system functions
Message Templates
Set up standardized communication templates
Taxes
Configure tax calculations and rules
Terms
Define standard payment and business terms
Training
Set up system training parameters and requirements
Unions
Configure union-related rules and settings
Core System Settings
Alerts
Configure system-wide notification rules and alert behaviors
Bond
Manage bonding requirements and settings
Calendar/Events/Schedules
Configure default calendar behaviors and scheduling options
Check Printing
Set up check printing formats and preferences
Clients/Vendors/Sub
Define default settings for external party relationships
Company Email
Configure company-wide email settings and defaults
Contracts
Set standard contract settings and default values
eForms
Configure system-wide electronic form settings
Email Capture
Set up email capture rules and processing
Financial
Configure company-wide financial settings and defaults
Formats
Define standard formatting rules across the system
Language
Set system-wide language preferences
Materials
Configure default settings for material handling
Messages
Set up system message handling and defaults
Miscellaneous
Additional system-wide configuration options
Overtime
Define company overtime calculation rules
Payroll
Configure payroll processing settings
Performance
Set up performance tracking parameters
POs
Define purchase order settings
Projects
Configure project module settings
Registration
Set up system registration parameters
Shipping
Configure shipping preferences and defaults
Time Clock
Set time tracking rules and parameters
Time Zone
Configure system time zone settings
Travel Calculator
Set up travel calculation parameters
TRUE Field App
Configure TRUE Field mobile application settings
Vehicles
Set up vehicle management preferences
Work Tickets
Define work ticket settings and additional preferences
