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 proposal template
CO Request
Change order request form
Advanced Quotes
Complex quoting template
Clients
Statement - Itemized
Detailed client billing statement
Statement - Summarized
Condensed client billing statement
Credit Statement
Client credit documentation
Contracts
Safety Talk
Job safety meeting documentation
Daily Report
Daily work progress report
Time & Materials
Resource tracking form
RFI
Request for Information template
Submittal
Document submittal form
Submittal 2
Alternative submittal template
Transmittal
Document transmittal form
Hold Harmless Agreement
Equipment release form
Report of Injury
Accident/injury documentation
Near-Miss Report
Safety incident reporting
Notice
General notice template
Waiver
Legal waiver documentation
Notice [Florida]
State-specific notice
Application for Payment
Payment request form
Invoices/Contracts
Invoice
Standard invoice template
Invoice (Original - Deprecated)
Original format invoice
Invoice (Summary)
Summarized billing format
Jobs/Quotes
Order
Standard order form
Order (Original - Deprecated)
Original format order form
Quote - Items
Itemized quote template
Quote - Items (Original - Deprecated)
Original itemized format
Quote - Lump Sum
Single total quote format
All-In-One
Comprehensive quote eForm
All-In-One (Original - Deprecated)
Original comprehensive format
Quote - No Items
Basic quote template
Proposal (Fencing)
Specialized quote eForm for the fencing industry
Purchases
Purchase Order
Standard PO template
Purchase Order (Original - Deprecated)
Original PO format
Shipping
Delivery Checklist
Shipping verification form
Bill of Lading
Transport documentation
Shippers's Declaration For Dangerous Goods
Hazmat documentation
Certificate of Origin
Product origin verification
Packing Slip
Package contents list
Work Tickets
Pick Ticket
Work Ticket for picking
Worksite Evaluation Record and Crew Talk
Site safety documentation
Service Call Site Review and Record
Service visit documentation
Additional Features
View Applied eForms
Display and filter the eForms across the system that have been generated
"+" Button
Create new form
"↻" Button
Refresh form list
"≡" Icon Options
Hide eForm
Hide this eForm from drop down eForm list within that module
Delete
Permanently remove form template
eForm Templates
Users can combine standard templates and additional features to create custom-sequenced eForms. Some available components include:
Standard business templates
Cover letter formats
Picture page layouts
PDF page layouts
Customizable headers/footers
Signature blocks
Terms and conditions pages
Supplemental documentation sections
Want to learn more about eForm Templates? Reach out to our support team!
