Connect your ArcSite account to TRUE for seamless field-to-office data transfer.

1. Click the Gear icon in the upper right corner
2. Select Company Preferences
3. Navigate to the Integrations section
4. Locate ArcSite and enable the checkbox
5. Enter your ArcSite API credentials
6. Click Save to complete the configuration

To use the ArcSite integration, you need an active ArcSite subscription.

• Active ArcSite subscription (Professional or Business tier recommended)
• ArcSite mobile app installed on your iOS or Android device
• API access enabled on your ArcSite account
• Administrator access in TRUE to configure integrations

Create a Quote in TRUE and automatically generate a linked Project in ArcSite.

1. Create a new Quote in TRUE
2. Open the Items mode
3. Click the Gear icon
4. Select Integrations
5. Find ArcSite in the list and select it

This automatically creates a new Project within ArcSite linked to your TRUE Quote.

Create your drawing and takeoff in the ArcSite application.

1. Open the ArcSite application
2. Locate the recently-synced Quote in the list of Projects
3. Click on the Project Folder
4. Select Create Drawing
5. Draw using products within ArcSite
6. Review the Takeoff & Estimate section with products/pricing
7. Upload the drawing to the cloud to save it

Import the completed drawing and line items from ArcSite back into TRUE.

1. In TRUE, navigate to the Items tab of the Quote
2. Click the Gear icon
3. Select Integrations
4. Click the Pull button
5. The drawing and line items from ArcSite will be imported
6. Complete the Quote by making any additional changes to billable items

After pulling data, you can generate an eForm proposal, add the drawing via Existing Files, or send the proposal using the Email feature.

ArcSite is a mobile CAD application designed for contractors to create professional drawings and estimates in the field. Using your smartphone or tablet, you can measure properties, create scaled drawings, and generate material takeoffs on-site. The TRUE integration allows you to transfer this data directly into your project management workflow.

Yes, you need an active ArcSite subscription to use this integration. ArcSite offers different subscription tiers with varying features. The integration works with Professional and Business tier accounts that include API access.

To get started:

1. Visit arcsite.com to create an account
2. Download the ArcSite app on your mobile device
3. Create test drawings to familiarize yourself with the app
4. Configure the integration in TRUE Company Preferences

The ArcSite integration can import various project data including:

• Drawings: Scaled CAD drawings created in the field
• Measurements: Linear feet, square footage, perimeter calculations
• Material Quantities: Calculated material needs based on drawings
• Project Details: Customer information and project notes
• Estimates: Cost estimates based on material quantities

ArcSite data can be imported into several TRUE modules:

• Quotes: Create quote line items from ArcSite estimates
• Bids: Import takeoff data for bid preparation
• Jobs: Transfer project drawings and measurements
• Leads: Attach drawings to lead records for sales presentations

The ArcSite integration follows a complete workflow from field to finished proposal:

1. Create a Quote in TRUE and push to ArcSite via Items → Gear → Integrations → ArcSite
2. In ArcSite, create your drawing using products in the Takeoff & Estimate section and upload to cloud
3. Back in TRUE, click the Pull button to import drawings and line items
4. Complete the Quote and generate your proposal

After pulling data, you can generate an eForm proposal, add drawings via Existing Files, or send the proposal using the Email feature.