Table of Contents

Purpose Clients Module List View Button Bar Search & Filter Options Generate Reports Import / Export Records Record Options "⚙️" Icon Selected Client Overview Mode Details Mode Contacts Mode Warranties Mode Equipment Mode Labor Mode Credits Mode Additional Features Common Workflow Questions

Purpose

The Clients module allows users to organize and track all client accounts, generate reports, and quickly add new accounts. Users can easily filter, sort, and view client accounts by balance, receivables, and past due at a glance. This module is typically used for billing purposes but also holds a large number of other functions.

Clients Module List View

The Clients module home page or "list view" displays all active Client records within the system, allowing users to manage client accounts efficiently.

Button Bar

Located at the top of the screen, the button bar displays:

Button Label	Selected
Clients	Shows total number of active client account records.
Favorites	Filters records marked as favorites by the logged-in user.
Receivables	Filters clients with unpaid pay applications or invoices across all jobs and contracts.
Past Due	Filters client accounts currently past due on invoice payment.
Account Hold	Filters client account records marked on hold.

Quick Search:	Search by client account name, address, or balance.
Advanced Filter	Provides additional filtering options.
Archive Filter	Filters all archived client records.
Column Sorting	Sort by selecting column headers (ascending or descending alphabetically).

Generate Reports

Select the PDF icon to generate the following reports:

Basic	List of clients with their contact information.
Detailed	Comprehensive information for each client on a separate page.
A/R Applied Audit History	Comprehensive list relating to the history of everything that has been produced by this Client.
Balances	Current balance for each client.
Top Clients	List of clients with the most sales.
Warranties	List of clients with warranties, descriptions, and expiration dates.
Equipment	List of all equipment for all clients, including serial numbers, dates, and images.
Labor Hours	Total labor hours incurred for all jobs, contracts, and work tickets per client for a specified date range.
Win/Loss Ratio	Displays total quotes, bids, jobs, contracts and the win/loss ratio per client.
Statements	All statements for a specified time period for all clients.

Import / Export Records

Import	Use the "⚙️" icon to download the import template and upload completed documents.
Export	Select the export icon to download a CSV file of client records.

Record Options

Select the ≡ icon on a record to:

Favorite	Add the client as a favorite.
Email Capture	Generate an email capture code for the Client record.
Omit	Remove this record from the current found set of data.
Delete	Permanently delete this client record.

"⚙️" Icon

Overdue Warranties	Displays Client records with overdue warranties.
Overdue Equipment	Displays Client records with past due Equipment rentals.
CSV Template	Blank Export of the Client related fields, used for importing data.
Import Records	Import records from TRUE provided CSV file.

Selected Client

Overview Mode

Displays basic client information and account status. Comprehensive Tracking with the ability to monitor quotes, bids, jobs, contracts, invoices, pay requests, and labor attributed to each client.

Button Label	Selected
Quotes	Displays active Quote records related to Client.
Bids	Displays active Bid records related to Client.
Jobs	Displays active Job records related to Client.
Contracts	Displays active Contract records related to Client.
Invoices	Displays active Invoice records related to Client.
Pay Requests	Displays active Pay Request records related to Client.

Details Mode

Contains detailed client information and internal notes.

ID	System generated ID. Modifiable in Company Preferences.
Tax ID	Vendor/Client TEIN Number
Payment Terms	Default set of Terms used when any Quote, Job.
Delivery Instructions	Customizable field for specific instructions to appear in a Job linked to the selected Client record
External ID	Customizable field for users that manage another system outside of TRUE that need another layer of identifiable criteria
Resale Certification #	Official ID number indicating the purchaser intends to resell goods.
Shipping ID	Displays the default shipping ID for the client record.
Resale Certification Expiration	Expiration date of the resale certification for this client.
NOC	Notice of Commencement threshold - This field is set with a dollar amount. When a customer is assigned to a quote or job, or a quote or job is created from a customer record, the user is prompted letting them know that an NOC is required for amounts over the threshold, and two attributes are added to the quote / job: "NTO" with a value of "Required", and "NOC" with a value of "Required"
% Discount	Default percentage applied to every Job/Invoice created for the linked Client.
QuickBooks ID	Displays the linked QuickBooks ID for the Client record.
Tax Rate	Displays the default Tax Rate for the Client record.
Class	Default “Class” assigned to Client.
Stripe Customer ID	When linked to Stripe, this is an identifying criteria TRUE receives from Stripe that is assigned by Stripe for each Client.
Tax Exemption	Official ID linked to the Client confirming tax exemption status.
Standing	Customizable field to identify the linked Client’s credit status.
Client Instructions	Customizable field for specific instructions to appear in a Job linked to the selected Client record.
Tax Exemption Expiration	Date of expiration for tax exemption certificate. This must be manually entered.
Type	Assign a “Type” to the Client record. Can be modified in the Categories module.
Credit Limit	Maximum total dollar amounts for total Jobs per the selected Client when the ‘Credit Limit Check’ checkbox is initiated in Company Preferences
Finance Charge	Default additional finance charge that will be added to any Invoice for the linked Client.
Pricing Code	Assign a default Pricing Code for this client. When used, the pricing record that contains this pricing code will be used. Can be assigned to pricing records for products in the Products/Services module.

Contacts Mode

Manage contacts associated with the client account. Set default Contacts, or delete existing associated Contacts.

Warranties Mode

Track and manage warranties for the client. Create a Warranty via a Job or Contract record.

Equipment Mode

List and manage equipment associated with the client.

Labor Mode

View and manage labor hours attributed to the client. Tracked through time punches in records associated with this Client.

Credits Mode

Manage credits associated with the client account.

Additional Features

Batch Actions				Perform actions on multiple clients simultaneously (Omit, Delete).
Actions Button				Quickly create new contacts, clients, vendors, or subcontractor accounts.
	Options
		Edit Card		Modify the client account details, including the option to archive the account.
			Account Name	Displays the Client name.
			Account Hold	Mark client accounts as on hold. Located in a select
			Nickname	Create a unique, commonly used display name for the Client.
			Archive	Archive the selected Client record. Select again to remove from Archive.
			Email	Client records associated primary email account.
			Generic	Toggle to set the Client as a “Generic” account. Used for cash accounts where payment information is no stored.
			Phone	Displays the clients primary contact phone number.
			Keywords	Enter any relevant keywords used to identify this Client. Keywords can be used to perform a search in the list view for this client.
			Date Opened	Display the date the Client record was created.
			Billing Address	Displays the associated Billing address for the Client. Used for Invoicing.
			Shipping/Location Address	Displays the associated Shipping/Jobsite address for the client.
			Done	Save changes made to the Client record.
			Clients	Toggle record as a “Client” record.
			Vendors	Toggle record as a “Vendor” record.
			Subcontractors	Toggle record as a “Subcontractor” record.
		Show All Counts/Show Active Counts		Enable the button actions in the Overview mode to display both Active and Archived records. Select again to disable.
		↻ button		Refresh the button counts.
		Favorite		Add this Client record as a Favorite.
		Update Journal Entries		When selected, this will update Journal Entries to use/update the selected Client. Typically users select this option when they have changed the name of the Client midway through the project lifecycle.
		Merge		Perform a search through the system for duplicate Client records to automatically combine.
		Stripe Account Manager		Opens the associated Stripe account for the selected Client. Users can add or remove stored payment information.
		Delete		Permanently delete the selected Client record.
		Cross-module Display		Option to display client accounts in Vendors or Subcontractors modules.

Common Workflow Questions

How do I create a new client account?
Can I import multiple client records at once?
How do I generate a client statement?
What's the difference between archiving and deleting a client account?
How can I see all past due client accounts?
How do I put a client account on hold?