Table of Contents

Purpose List Templates Setup View List Template Selected View Options Section Module Specific Features

Purpose

The List Templates feature allows users to create one or more templates to prefill list items in the Tasks, Quotes/Jobs, Bids/Estimates, Work Tickets, Files, Bills, or POs modules quickly and automatically. This feature helps ensure all items are added consistently and saves time by efficiently populating lists.

Task Templates

Prefill task lists for Jobs/Contracts

Quote/Job Items

Standard line item templates

Bid Estimates

Reusable estimate templates

Folder Templates

Standard file folder structures

Bill/PO Items

Procurement line templates

Auto-Assignment

Default user assignments

Access Path: Gear Icon > Company > List Templates

List Templates Setup View

Template List

Element	Description
Template List	Displays a list of current templates.
"+" Icon	Adds a new template.
"🗑️" Icon	Delete the selected template.

List Template Selected View

Options Section

Field	Description
List Name	Customizable name for the template.
Description/Scope/Instructions	Used to auto-populate a default description.
Assigned	Used to assign users.

Module Selection

Checkboxes to select which modules the template will be available in:

Module	Availability
Tasks	Available in Job and Contract records on the Tasks tab.
Jobs/Quotes	Available in Job or Quote records on the Items tab.
Bids	Available in Bid records on the Estimates tab.
Work Tickets	Available in Work Ticket records on the Items tab.
Files	Create folder templates.
Bills	Available in Bills module on the Items tab.
POs	Available in Purchase Orders on the Items tab.

Module Specific Features

Tasks

Field	Description
Item Description	Used to automatically populate description.
Assigned	Used to automatically assign user to Task.

Jobs/Quotes

Field	Description
Item Description	Used to enter a product line item description.
Product	Used to assign a Product/Service record to the line item.
Price	Used to define a price.
Cost Code	Used to choose a cost code to assign to the line item.

Bids

Field	Description
Item Description	Used to enter a product line item description.
Product	Used to assign a Product/Service record to the line item.
Price	Used to define a price.
Cost Code	Used to choose a cost code to assign to the line item.

Work Tickets

Field	Description
Item Description	Used to enter a product line item description.
Product	Used to assign a Product/Service record to the line item.

Files

Field	Description
Item Description	Used to name the folder template.

Bills

Field	Description
Item Description	Used to enter a Bill default description.
Cost Code/Class	Used to set the Cost Code or Class for the line item.
Product/G/L	Used to assign a product or G/L account.
Price	Used to define the price for the bill line item.

POs

Field	Description
Item Description	Used to enter a product line item description.
Product	Used to assign a Product/Service record to the line item.
Price	Used to define a price.
Cost Code	Used to choose a cost code to assign to the line item.

Workflows

Create a Template

Navigate to Company Preferences > List Templates.
Click the "+" icon in the Templates section.
Enter a List Name in the Options section.
Select the modules where the template will be available.
Add line items using the "+" icon in the Item Description section.
(Optional) Reorder items by changing the order numbers.

Delete a Template

In the List Templates setup module, locate the desired template.
Click the "🗑️" icon next to the template name.

Add List Templates to Records

Navigate to the desired module (Jobs, Quotes, Contracts, Bids, or Work Tickets).
Select a record and go to the appropriate tab (Tasks or Items).
Click the "⚙️" icon and choose Load Template.
Select the desired template from the list.

Note: For Jobs/Quotes and Estimates, only the item name will load. No pricing or quantity information is included when using List Templates.

Frequently Asked Questions

Common questions about creating and using list templates in TRUE.

Creating & Managing Templates

How do I create a new list template?

Navigate to Gear Icon > Company > List Templates.
Click the "+" icon in the Templates section.
Enter a descriptive List Name in the Options section.
Check the modules where this template should be available.
Click the "+" icon in the Item Description section to add line items.
Configure each line item with description, product, pricing, or other fields as needed.

Can I edit an existing list template?

Yes, you can edit any existing list template:

Navigate to Gear Icon > Company > List Templates.
Select the template you want to modify from the Template List.
Update the template name, module availability, or line items as needed.
Changes are saved automatically.

Note: Changes to templates do not affect records that have already loaded the template.

How do I delete a list template?

Navigate to Gear Icon > Company > List Templates.
Click the trash icon next to the template you want to remove.

Using Templates

How do I load a template into a record?

Open the record where you want to add template items (Jobs, Quotes, Contracts, Bids, or Work Tickets).
Navigate to the appropriate tab (Tasks or Items).
Click the gear icon on the tab.
Select Load Template from the menu.
Choose the desired template from the available list.

Why doesn't pricing load with my Job/Quote template?

For Jobs/Quotes and Estimates, list templates only load the item description. Pricing, quantities, and other financial details are not included when loading templates. This is by design to ensure pricing accuracy and prevent outdated costs from being applied automatically. After loading the template, you'll need to manually enter or update pricing for each line item.

Can I load multiple templates into the same record?

Yes, you can load multiple templates into the same record. Each time you load a template, the items are added to the existing list rather than replacing them. This allows you to combine different templates for comprehensive task lists or line item collections.

Module-Specific Questions

How do folder templates work for Files?

Folder templates create a standardized folder structure in the Files tab of records. When you select the Files checkbox for a template:

Each line item becomes a folder name.
Loading the template creates all folders automatically.
This ensures consistent document organization across all your Jobs, Contracts, or other records.

Can I assign users to task templates?

Yes, for Task templates you can pre-assign users to each task item. Use the Assigned field when configuring template line items to specify which user should be automatically assigned when the template loads. This is helpful for establishing standard workflows where specific team members always handle certain tasks.

Why don't I see my template in a specific module?

Templates only appear in modules where they have been enabled. Check the following:

Navigate to Gear Icon > Company > List Templates.
Select the template from the list.
Verify that the checkbox for the desired module is checked.
If not checked, enable it and save your changes.