The Button Bar displays toggle filter options at the top of your Quote list, providing instant filtering capabilities.

Manage quote status and actions with clickable buttons in the overview mode.

Additional actions available from the Options menu.

Extended fields and functionality available in the Overview mode.

Select the arrow icon next to the description field to view related performance data.

Core fields available for each line item in your quote.

Actions available for individual line items.

Advanced tools and integrations for managing line items.

Options for filtering and viewing tasks.

Fields and actions available for each task.

For optimal sales tracking and reporting, upgrade Leads to Quotes using these steps:

1. Open the Lead record
2. Click "New" Button
3. Select "Quote"
4. Choose to create new Client, select existing, or skip Client linking

To create a Quote without a Lead:

1. Click "New" and select "Quotes", or use the "+" icon in the Quotes module
2. Enter client details with the "Edit" card. Click the fields to enter new information, or select the "pencil" icon:
   • Client name
   • Contact person
   • Address
3. Use the "pencil" icon to create or search for records

You can also create Quotes using the "New" button anywhere in the Jobs workflow.

Note: If you exit before completion, return to the Quote details by selecting "Options" > "Edit" in the Quote record.

To create a Quote directly from the Calendar:

1. Select a Calendar "Schedule" record
2. Click the "gear" icon
3. Select "Edit"
4. In the "Job/Contract/Work Ticket" field, select the "+" icon
5. Select "New Quote"
6. Enter client details with the "Edit" card. Click the fields to enter new information, or select the "pencil" icon:
   • Client name
   • Contact person
   • Address

Note: Requires "Calendar" access. Users must access the Calendar through a "TRUE" window ("lightning bolt" icon > "Calendar")

Send quotes to customers using electronic forms (eForms) with email integration or download for external delivery.

Locate quotes assigned to team members using multiple search methods for different scenarios.

Use the "Tasks" mode to assign tasks to yourself, or to other users. When a "Task" is assigned, a user receives an Alert notification. If a "Due Date" is reached, assigned users also receive a notification. View tasks in the "Tasks" module, or within Quotes directly.

What are Projects?

Projects link multiple quotes, bids, jobs, and contracts together as a single project. Access via the Directory workflow.

Common Use Cases:

• Subdivisions: Multiple lots under one project
• Split Contracts: Multiple contracts for one client project
• STACK Integration: Multiple estimates create linked Quotes

Create Task Templates that automatically load when upgrading Quotes to Jobs:

Create a Task Template:

1. Navigate to Company Preferences
2. Click "List Templates" at top of page
3. Click "+" to create new template
4. Name it and set Module to "Tasks"
5. Click "+" to add new tasks

Set Default Task Template:

1. Navigate to Company Preferences
2. Find "Default Task Template" in Quotes/Bids/Jobs section
3. Select your template

How do I see our total outstanding quoted amount?

Option 1: Use Quotes module list (ensure archiving is active)

Option 2: Use Analysis tool:

1. Navigate to Quotes module
2. Select "Gear" icon
3. Click "Analysis"
4. Search using magnifying glass or Advanced Filter
5. Use "Sort" button to organize data
6. View summarized quote and job values

The Analysis tool (formerly Dynamic Charting) allows advanced data visualization, can filter and chart Quote and Job data, includes export capabilities for reports, and is useful for tracking trends and performance metrics.

What are Projects?

Projects link multiple quotes, bids, jobs, and contracts together as a single project. Access via the Directory workflow.

Common Use Cases:

• Subdivisions: Multiple lots under one project
• Split Contracts: Multiple contracts for one client project
• STACK Integration: Multiple estimates create linked Quotes

How do I create a new quote from a template or previous job?

Users can setup "List Templates" for the Quotes module.

1. Navigate to the "Gear" icon
2. Click "Company Preferences"
3. Select the "List Templates" section
4. Click the "+" icon
5. Enter template name
6. Assign the "Module"
7. Use the "+" to add line items

How do I send quotes using email templates?

Send quotes with email templates using the eForm feature:

1. Open selected Quote
2. Generate a new eForm or click eForm button to open existing eForms
3. Click Email button
4. Select template from Email Templates dropdown field
5. Review and send

Create Task Templates that automatically load when upgrading Quotes to Jobs:

Create a Task Template:

1. Navigate to Company Preferences
2. Click "List Templates" at top of page
3. Click "+" to create new template
4. Name it and set Module to "Tasks"
5. Click "+" to add new tasks

Set Default Task Template:

1. Navigate to Company Preferences
2. Find "Default Task Template" in Quotes/Bids/Jobs section
3. Select your template

1. Navigate to a Quote record
2. Click "Unscheduled" button
3. Select "New"
4. Assign a date/time
5. Assign a "Resource" filter
6. Select a "Status" filter

The "Follow-Up" date field allows users to track when they need to reconnect with potential clients about their quotes. This feature helps manage your sales pipeline by ensuring timely follow-up communications with prospects.

Setting a Follow-Up Date:

1. Open the selected Quote record
2. Navigate to the "Overview" mode
3. Locate the "Follow-Up" date field
4. Click the field and select your desired follow-up date
5. The date will automatically save

Auto-Assign Follow-Up Date:

1. Click the "Gear" icon in the top right corner
2. Select "Company Preferences"
3. Navigate to the "Quotes / Bids / Jobs" section
4. Locate the "Auto Follow-Up in Days (Quotes)" setting
5. Enter the number of days you'd like the "Follow-Up" to default to after today's date (when clicking "Sent" button)

How do I create a Quote for my customer?

To create a professional quote for your customer, start by adding line items in the "Items" mode of your Quote record. Then add a description in the "Overview" mode that explains the scope of work. Once your quote is complete, you can generate an eForm (electronic form) that creates a polished, branded proposal you can email directly to your customer right from the system.

1. Navigate to the "Overview" mode of a Quote record
2. Select the "Select eForm" button
3. Choose the eForm you'd like to generate
4. Click "Generate"
5. Once in the generated eForm, make changes in any of the "Step" tabs
6. Click "Generate" within the eForm to save changes
7. Use the eSign/ePay buttons to generate manual links, or simply use the "Email" button within the eForm (requires Email Setup)

Generating an eForm:

1. Navigate to the "Overview" mode of a Quote record
2. Select the "Select eForm" button
3. Choose the eForm you'd like to generate
4. Click "Generate"

Sending eSign via Email:

1. Once the eForm is generated, click the "Email" button
2. Fill out the email address
3. Ensure the "eSign" checkbox is checked
4. Click "Send"

Sending eSign via Text:

1. Once the eForm is generated, click the "eSign" button
2. Click "Generate Link"
3. Fill out the phone number
4. Fill out the body of the message or use a "Message Template" to pre-load a message with merge fields
5. Click "Send"

Generating an eForm:

1. Navigate to the "Overview" mode of a Quote record
2. Select the "Select eForm" button
3. Choose the eForm you'd like to generate
4. Click "Generate"

Sending ePay via Email:

1. Once the eForm is generated, click the "Email" button
2. Fill out the email address
3. Ensure the "ePay" checkbox is checked
4. Click "Send"

Sending ePay via Text:

1. Once the eForm is generated, click the "ePay" button
2. Click "Generate Link"
3. Fill out the phone number
4. Fill out the body of the message or use a "Message Template" to pre-load a message with merge fields
5. Click "Send"

The AI Scope of Work Generator is a feature that attempts to produce a professional scope of work description based on the line items entered in the "Items" mode of your Quote.

This feature analyzes your line items and generates a comprehensive project description that can be used in proposals, helping to create consistent and professional-looking quotes without manually writing descriptions for each quote.

How to Use the AI Scope of Work Generator:

1. Navigate to the Quote record
2. Ensure you have line items entered in the "Items" mode
3. Click the AI icon next to the "Description" field in the Overview mode
4. Review the automatically generated prompt
5. Modify the prompt as needed to customize the output
6. Click "Continue" to generate the scope of work
7. Review and edit the generated description as needed

Using brands is typically configured to automatically apply to records in TRUE, allowing features such as eForms to automatically generate with pre-configured default settings based on the assigned brand.

Automatic Brand Assignment:

When a user is assigned a specific brand, Quote records they create will automatically be assigned that brand. This ensures consistent branding and proposal formatting across their quotes.

Manual Brand Assignment:

1. Open the selected Quote record
2. Click the "Options" button
3. Select the "Edit" card
4. Locate the "Brand" field and select the desired brand

Applying Brands to eForms:

1. Once an eForm is generated, click the "Brand" button within the eForm
2. Choose the Brand you'd like to use
3. Select whether to modify just the header or all the default settings
4. Click "Generate" to save the changes

The "Edit" card is found by clicking "Options" > "Edit" button within a selected Quote record. This is the area where Quote-specific descriptive fields are stored, allowing you to manage all the key information about the quote in one centralized location.

Accessing the Edit Card:

1. Open the selected Quote record
2. Click the "Options" button in the top right
3. Select "Edit" from the dropdown menu

Use email capture to forward vendor quotes, client images and pictures, or to ensure the client emails are recorded in the system. Users can find emails captured via email capture, or manually pull emails sent to the email capture email via the "Gear" icon > "Email Capture" module. By default, the system will automatically pull emails and route the appropriate files to their associated records every 30 minutes.

List View Method:

1. Navigate to Quotes module
2. Search/locate Quote you'd like to route email and files to
3. Select the "hamburger" icon
4. Click "Email Capture"
5. Copy the code to your clipboard
6. Navigate to the email and click "Forward"
7. Paste the code anywhere in the "Body" of the email
8. Enter the email capture email configured for your account
9. Send the email

Selected Quote Method:

1. Navigate to Quotes module
2. Select the Quote you'd like to route email and files to
3. On the bottom right, click the email icon
4. Select "Generate"
5. Copy the code to your clipboard
6. Navigate to the email and click "Forward"
7. Paste the code anywhere in the "Body" of the email
8. Enter the email capture email configured for your account
9. Send the email

Can a deleted Quote record be recovered?

Yes, deleted Quote records can be recovered in most cases. TRUE performs nightly backups that can be used to restore deleted records.

Important Exception:

Quotes that were deleted the same day they were created cannot be recovered, as they were not included in a nightly backup yet.

Alternative to Deletion - Using Archive:

1. Open the Quote record you want to remove from active view
2. Click "Options" button
3. Select "Edit"
4. Check the "Archive" checkbox
5. The Quote will be removed from your standard list view but remains in the system

Available Integrations:

Yes! While TRUE Field doesn't natively support assigning a user to a Quote and accessing via a "Quotes" button within the app, users can still view Quote records via "Schedules". To do this:

1. Create a new Schedule record for the Quote
2. Ensure the "Resource" is set to the user that needs access
3. Set the date and time that the user should have access
4. This "Quote" will now be accessible via the "Schedules" button in TRUE Field

What is the Travel Calculator?

The Travel Calculator is a built-in estimating tool that helps you accurately calculate travel pay, transportation costs, lodging, and per diem expenses for your crew. Access it from the Items mode in any Quote by clicking the gear icon and selecting "Travel Calculator".

The calculator automatically generates line items for all travel-related expenses based on the project details you provide, saving time and ensuring accuracy in your quotes.

Setting Up Default Company Preferences:

To streamline the quoting process, you can configure default values that will automatically populate when using the Travel Calculator:

1. Click the "Gear" icon in the navigation menu
2. Select "Company Preferences"
3. Navigate to the "Travel Calculator" section
4. Configure your default values:
   • Rate of Pay: Default hourly rate for travel time
   • Cost Per Mile: Vehicle reimbursement rate
   • Workers Per Vehicle: Standard crew vehicle capacity
   • Hours Per Workday: Standard work hours
   • Per Diem Rates: Full day and half day meal allowances
   • Lodging Cost: Average cost per room per night
   • Workers Per Room: Standard room occupancy
   • Rotation Hours: Hours before crew rotation
5. Save your preferences

Accessing TRUE Fence:

1. Navigate to your Quote
2. Click "Options"
3. Select "Optional App"
4. TRUE Fence opens in new window

TRUE Fence provides specialized features for fence estimating including material calculations, post spacing, and gate configurations.

How does Manager Approval control the quote workflow?

Manager Approval prevents users from marking quotes as "Sent" without proper review and authorization. When combined with Deny Permission 1642, this creates enhanced control by preventing users from emailing eForms without manager approval. This ensures quotes cannot bypass the approval process through alternative sending methods.

Approval Amount:

The Manager Approval feature includes two key settings in Company Preferences that work together to control when approval is required:

• "Hide Manager Approval" Toggle: When disabled, the manager approval field is visible for all quotes
• "Approval Amount" Field: Sets a threshold value for when approval is required

If the "Hide Manager Approval" toggle is disabled but an "Approval Amount" is set, the manager approval field in the Quotes module will hide unless the total of the Quote exceeds the specified approval value in Company Preferences.

How does Sales Approval control job creation?

Sales Approval prevents quotes from being upgraded to Jobs without sales team authorization.

• Purpose: Ensures proper commission tracking and sales pipeline management
• Workflow: Sales team must approve before quote converts to job
• Control Point: Final checkpoint before work authorization
• Permission Required: Only users with sales approval rights can approve

Key permissions for approval workflows:

• 899 - Create Jobs from Quotes
• 912 - Manager and Sales Approval
• 977 - View Assigned Only (Quotes) [DENY]
• 1015 - Modify ID (Vendor Quotes)
• 1524 - Alert when Jobs are Created from Quotes
• 1529 - Module Access (Quotes)
• 1570 - Credit Limit Override
• 1588 - Alert when eForms are eSigned (System-wide - can be toggled on/off in user preferences)
• 1589 - Alert when Quotes are "Sales Approved"
• 1602 - Alert when Quotes are Due for Follow-Up
• 1642 - Deny Emailing a Quote eForm without Manager Approval [DENY]

How Credit Limit Check works:

• Found in Company Preferences > Quotes/Bids/Jobs section
• New Clients start with $0.00 credit limit
• System checks against "Down Payment Threshold" before allowing Quote-to-Job conversion

Managing Credit Limits:

1. Navigate to Client record
2. Go to "Details" mode (requires Access ID 566)
3. Update "Credit Limit" field

How do I setup my company proposal?

To configure your company's proposal templates, you'll need to access and modify the eForm default settings.

Steps to Setup eForm Default Settings:

1. Click the "Gear" icon in the navigation menu
2. Select "eForms" from the settings menu
3. Locate the eForm you'd like to modify settings for (e.g., eForm ID 22 or 23)
4. Click on the eForm to open its settings
5. Enter the desired proposal "Header Name" for your company
6. Pre-load template-specific "Details" such as:
   • Terms & Conditions
   • Inclusions
   • Exclusions
7. Configure "Show Options" to toggle on or off specified fields that will appear in the eForm

The "Brand" feature in eForms allows users to setup alternative default settings for different company or brand entities. These brands can be assigned to users and will automatically apply to Quotes when generated by specific users, or can be adjusted record by record.

This feature is particularly useful for companies that operate multiple brands or need different proposal formats. It can also serve as a secondary default setting source, allowing you to create alternative quote configurations with different inclusions, terms, exclusions, show options, or other template settings without affecting your primary defaults.

Setup - Configuring Companies/Brands:

1. Click the "Gear" icon in the navigation menu
2. Select "Company Preferences"
3. Navigate to "Companies / Brands"
4. Click the "+" icon to create a new brand
5. The system will automatically populate fields based on your primary registration information
6. Modify the brand or company specific information such as:
   • Logo
   • Company Name
   • Address information
7. Save the brand configuration

Setup - Configuring Brand-Specific eForm Settings:

1. Click the "Gear" icon in the navigation menu
2. Select "eForms"
3. Open the eForm you want to configure (e.g., eForm ID 22 or 23)
4. Click the top right corner to select the "Brand" you'd like to modify default settings for
5. If you properly saved a brand within Company Preferences, additional brand options will appear in this list
6. Configure the brand-specific settings such as header name, terms, inclusions, exclusions, and show options
7. Exit by clicking the "<" button to automatically save

eForm Templates provide an alternative to the standard stock eForms, offering greater flexibility and customization for your proposals. Unlike the standard eForms (such as IDs 22 and 23), eForm Templates allow you to combine multiple template components to create comprehensive, multi-section proposals.

Accessing eForm Templates:

1. Click the "Gear" icon in the navigation menu
2. Select "eForms"
3. Click the "+" icon to create a new eForm
4. Select "eForm Templates"
5. Click the "Module" field and assign "Quotes"

Building Your Template:

Once you've created an eForm Template, you can choose from various template options on the left side of the interface. These templates serve varying purposes ranging from cover letters to signature pages, itemized pricing sections, and more. Simply select the templates you want to include and they will appear on the right side, where you can individually sequence them to create your desired proposal flow.

How do I configure email templates for Quotes?

Email templates streamline client communication by automatically populating quote data into pre-written messages, greatly reducing the time spent writing emails.

Creating Email Templates:

1. Click the "Gear" icon
2. Navigate to "Company Preferences"
3. Select "Email Templates"
4. Click the "+" icon to create new template
5. Select "Quotes" as the module
6. Click merge fields on the right side to add data placeholders that auto-populate

Users can choose between using markup or margin for pricing calculations. The system will automatically calculate the alternative value when you enter either one.

By default, TRUE uses Markup as the primary adjustment field. However, if you prefer to work with Margin instead, you can enable the "Use Margin" feature. This changes the default adjustment field throughout the system to Margin rather than Markup.

How to Enable "Use Margin":

1. Click the "Gear" icon in the navigation menu
2. Select "Company Preferences"
3. Navigate to the "Quotes / Bids / Jobs" section
4. Locate the "Use Margin" toggle field
5. Enable the toggle to switch from Markup to Margin as your default
6. Save your preferences

How do I modify the default Tax Rate and Tax Basis?

The default tax settings for quotes are configured in Company Preferences and automatically apply to all new quotes created in the system.

Accessing Tax Settings:

1. Click the "Gear" icon in the navigation menu
2. Select "Company Preferences"
3. Navigate to the "Quotes / Bids / Jobs" section
4. Locate "Default Tax Basis for Quotes / Jobs" or "Default Tax Rate for Quotes / Jobs"

Default Tax Basis:

This setting determines whether sales tax is calculated based on the cost or the sale price:

• Retail: Sales tax is calculated based on the sell price (customer-facing price)
• Purchase: Sales tax is calculated based on the cost price (your cost)

Default Tax Rate:

This setting assigns a default tax rate percentage for all new quotes. Tax rates are either:

• Imported from your accounting system integration
• Manually added via the "Taxes" module in TRUE

Can I send estimates from my work email?

Yes, you can configure TRUE to send estimates directly from your work email address. This requires enabling and configuring the "Work Email" feature in your User Preferences.

Steps to Setup Work Email:

1. Click the "Gear" icon in the navigation menu
2. Select "User Preferences"
3. Navigate to the "Work Email" section
4. Enable the "Work Email" checkbox
5. Once enabled, click the red "Setup" button
6. Enter your email login credentials
7. Follow the on-screen prompts to complete the configuration
8. Once complete, the button will change to a green "Configured" status

Using Work Email for eForms:

When using the "Email" feature for eForms, the system will automatically default the sending address to the email configured in your Work Email section. This ensures all communications come from your professional email address rather than a system-generated address.

Users can setup custom Quote "Stages" through the Categories module, allowing you to track quotes through your sales pipeline with terminology that matches your business process.

Stages help organize and categorize quotes based on where they are in the sales cycle, such as "Pending", "Follow-Up", "Sent", "Won", "Lost", or any custom stages that fit your workflow.

How to Setup Quote Stages:

1. Click the "Gear" icon in the navigation menu
2. Select "Categories"
3. Locate the "Quote - Stage" category
4. Click the "+" icon to add additional stage options
5. Enter the name of your custom stage
6. Save the new stage

Yes, attachments can be added to eForms.

You can manually add images or PDFs to eForms after generation, but only one PDF is supported per eForm default (unless using eForm Templates).

Steps to Upload and Assign a PDF File to an eForm:

1. Click the "lightning bolt" icon in the navigation
2. Select "Files"
3. Upload the PDF file you want to use
4. Once uploaded, navigate to "Gear" icon
5. Select "eForms"
6. Choose the eForm you want to configure (e.g., eForm ID 22)
7. Locate the "Default PDF" setting
8. Search for and select the file you uploaded
9. Exit by clicking the "<" button to save automatically

How do alerts work for quotes and what controls who receives them?

The alert system automatically notifies relevant users about important quote events. Some alerts are automatic for assigned users, while others can be controlled through access permissions and user preferences.

Automatic Alerts (Cannot Be Disabled):

• Users assigned to a quote automatically receive alerts for key events
• Quote approval requests for managers
• Client interactions (eSignatures)

Access ID 1588 - eForm eSigned Alerts:

• Purpose: Receive alerts whenever ANY eForm is eSigned in the system
• Benefit: Sales managers can track all signed quotes across teams
• Control: Users with this permission can toggle alerts on/off
• Scope: System-wide, not limited to assigned quotes

Configuring Alert Delivery Methods:

1. Navigate to User Preferences (profile icon)
2. Select "Alert Preferences"
3. Choose delivery methods:
   • No Alert: Disable notifications
   • Dashboard Only: Show in system dashboard
   • Email & Dashboard: Send to email and show in dashboard
   • Text & Dashboard: Send SMS and show in dashboard
   • Email, Text & Dashboard: All notification methods

Best Practices for Alert Management:

• Assigned Users: Cannot disable automatic alerts - ensures accountability
• Sales Managers: Should have Access ID 1588 for comprehensive oversight
• Email + SMS: Enable both for critical alerts like eSignatures

What is Auto Archive and how does it keep my quote list organized?

Auto Archive automatically moves older quotes to archived status based on the number of days since they were marked as "Sent". This feature keeps your active quote list clean and focused on current opportunities while preserving all historical data.

How Auto Archive Works:

• Counts days from when a quote is marked as "Sent"
• Automatically archives quotes after the specified number of days
• Runs daily as a background process
• Only affects quotes in "Sent" status - other statuses remain active
• Archived quotes remain fully accessible through the Archive filter

Configuring Auto Archive:

1. Navigate to Settings > Company Preferences
2. Find the "Quotes / Bids / Jobs" section
3. Locate "Auto Archive Days"
4. Enter the number of days (e.g., 30, 60, or 90 days)
5. Save your preferences

Recommended Settings:

Working with Archived Quotes:

• Use the "Archive" toggle in Advanced Filter to view archived quotes
• Enable "QuickFind Includes Archived" in User Preferences > Settings to search archived quotes via QuickFind
• Archived quotes can be manually reactivated if needed
• All quote data, attachments, and history are preserved
• Archived quotes can still be converted to jobs

How can I change how I receive alerts?

Users can customize how they receive alerts from TRUE through their User Preferences. The system offers multiple notification methods to ensure you stay informed about important quote events.

Changing Alert Notification Method:

1. Click the "Gear" icon in the navigation menu
2. Select "User Preferences"
3. Navigate to the "Alert Notification" section
4. Locate the "Method" field
5. Choose your preferred notification method from the dropdown

Available Notification Methods:

• Dashboard Only: Alerts appear only in your TRUE dashboard
• Email and Dashboard: Alerts sent to your email and displayed in dashboard
• Text and Dashboard: Alerts sent via SMS and displayed in dashboard
• All Three: Alerts sent via email, SMS, and displayed in dashboard

How do I process a down payment when a quote is approved?

The Down Payment feature allows you to create a down payment invoice when a quote is approved, which can be applied as a credit to future invoices. This helps secure the job and manage cash flow effectively.

Accessing the Down Payment Feature:

1. Navigate to an approved Quote
2. Click the "Options" button in the Quote view
3. Select "Down Payment" from the dropdown menu
4. Enter the down payment amount (fixed amount or percentage)
5. Choose your payment processing method

Payment Processing Options:

• Manual Log: Simply record the payment for tracking purposes (check, cash, wire transfer, etc.)
• Card Processing: Use payment processor integrations such as Stripe if configured

How Down Payments Work:

• Creates a separate down payment invoice record
• Automatically linked to the original Quote
• Applied as a credit when creating future invoices from the Job
• Shows in the client's account as a credit balance
• Tracked separately in financial reports for better cash flow visibility

There are multiple ways to locate a Quote:

1. Use the module "QuickFind" search. Enter basic Quote information such as Client Name or Quote ID
2. Use the "Advanced Filter" located in the List View to perform expanded searches. Also allows the ability to narrow or expand on different previous searches
3. Use the "Quote" button within a "Client" record

Can I use the search feature to find Archived records?

Not by default, but users can enable a user preference setting to include archived records in QuickFind search results.

Enabling QuickFind for Archived Records:

1. Click the "Gear" icon in the navigation menu
2. Select "User Preferences"
3. Navigate to the "Settings" section
4. Enable "QuickFind Includes Archived"
5. Save your preferences

Once enabled, when using the standard search feature in the Quotes module, archived Quote records will be included in the search results. This allows you to quickly locate older quotes that have been archived without needing to use Advanced Filters.

Search Quotes for a Specific Period:

1. Select "Advanced Filter"
2. Select the "Quote" checkbox
3. In "Origin Date" field, enter:
   • For April 2024: "04/*/2024"
   • For date range: "01/01/2024...04/19/2024"
   • For entire year: "2024"
4. Click "Search"

Include Jobs for Same Period:

1. Return to "Advanced Filter"
2. Select "Job" checkbox
3. Enter same criteria in "Sold Date" field
4. Click "Extend" to include with previous search

How do I use the Salesperson and Stage filters in the Button Bar?

The Button Bar at the top of your Quote list now includes dynamic Salesperson and Stage filters that help you quickly narrow down quotes based on these key attributes.

Salesperson Filter:

• Displays up to 5 salespersons who are currently assigned to active quotes
• Click on any salesperson's name to instantly filter the list to show only their quotes
• The filter updates automatically as quotes are assigned or reassigned
• Only shows salespersons with active (non-archived) quotes

Stage Filter:

• Shows up to 5 most common stages currently in use across active quotes
• Click any stage to filter quotes at that specific stage
• Stages appear in order of frequency (most common first)
• Helps quickly identify quotes at critical stages like "Incomplete", "Sent", or "Follow-up"

Managing Salesperson Assignments:

1. Open any Quote record
2. Navigate to the Overview mode
3. Look for the "Salesperson" field
4. Select or change the assigned salesperson
5. The change will immediately reflect in the Button Bar filters

What are Attributes?

Custom fields that track specific information not available in standard fields.

Setup Attributes:

1. Navigate to Attributes module (gear icon)
2. Select module to configure (e.g., Quotes)
3. Click "+" icon
4. Enter attribute name
5. Add values (press Enter after each)

Example Attributes: Material Type, Permit Required, Subdivision Name, Project Phase

Using Attributes:

• Appear in Overview mode
• Searchable via Advanced Filter
• Included in reports and exports

Hierarchy gives users the ability to assign specific "Hierarchy" categories to specific products. When adding these products to a record in TRUE via the "Items" or "Estimate" mode of a Quote/Bid, users can utilize the "Hierarchy" sort to choose from customizable trees of user-input fields to better locate data.

Setting Up Hierarchy:

1. Navigate to Products/Services (gear icon)
2. Select "Setup Hierarchy"
3. Click "+" to add nodes
4. Click nodes to rename them
5. Drag nodes to reorder
6. Nest nodes under others as folders

Assigning Products to Hierarchy:

• Manually assign in Products/Services module
• Use import/export for bulk updates (exact text match required)

Using Hierarchy Filter:

1. When adding products, click icon right of search
2. Select "Hierarchy Filter"
3. Click magnifying glass next to desired hierarchy
4. Use batch select for multiple products if needed

Accessing Table View:

1. Navigate to Items mode
2. Click gear icon
3. Select "Table View"

Features:

• Spreadsheet format for all line items
• Edit multiple fields quickly
• View costs, markup, and pricing side-by-side
• Bulk edit capabilities
• Export-friendly format

Best for complex quotes with many line items requiring detailed adjustments.

How do I edit line items in a Quote?

Navigation to Line Items:

1. Open the selected Quote record
2. Click the "Items" mode tab at the top of the Quote view
3. Locate the line item you want to edit
4. Select the line item to view the edit fields

This field is used to manually run the calculation for the line item when modifying fields, or displays as red if there is an error with any of the data.

• When entering only a "Unit Cost" for manual line items, select the calculator icon to calculate with the entered markups/margins
• Enter either a markup/margin dollar amount OR percentage - the system automatically calculates the other

How do I use the Travel Calculator to add travel costs to my quote?

The Travel Calculator is accessed from the Items mode of any Quote and guides you through a 3-step process to calculate and add travel-related line items.

Accessing the Travel Calculator:

1. Open your Quote record
2. Navigate to "Items" mode
3. Click the "⚙️" (gear) icon
4. Select "Travel Calculator"

Step 1: Enter Basic Information and Adjust Defaults

Enter your project-specific details and adjust any default field values as needed:

1. Enter Total On-Site Labor Hours (the total hours your crew will work on the project)
2. Enter Team Size (number of workers traveling)
3. Review and adjust default fields as needed:
   View All Adjustable Default Fields

   • Rate of Pay: Hourly rate for travel time
   • Cost Per Mile/Kilometer: Vehicle reimbursement rate
   • Workers Per Vehicle: Crew members per vehicle
   • Hours Per Workday: Standard daily work hours
   • Per Diem Rates: Full day and half day meal allowances
   • Rotation Hours: Hours before crew rotation
   • Lodging Cost: Cost per room per night
   • Workers Per Room: Room occupancy
4. Select Lodging toggle to "Yes" if overnight accommodations are required
5. Select PD Pay on Non-Work Days if per diem applies to non-working days

Choose Your Travel Method:

Step 2: Enter Travel Details

Step 3: Review Results and Generate Line Items

The calculator displays a breakdown of all travel costs:

1. Review all calculated totals
2. Click "Confirm" to add the travel cost line items to your Quote
3. The calculator automatically creates separate line items for each cost category

Users can add Catalog items directly to a Quote when creating line items, or relate an existing manually entered "Manual" item to a Catalog item.

In the "Item" field, click the pencil icon to:

• Assign a product from your catalog
• Navigate to the related catalog item
• Link to inventory items for future procurement/material workflows

Each line item must be designated as either Material or Labor:

• Choose the appropriate type when creating the line item
• If material/labor totals are not displaying correctly, click the hamburger icon (☰) next to the line item
• Verify or change the Material/Labor setting as needed
• This classification affects quote totals and reporting

Understanding Manual and Catalog Line Items:

When adding line items to a Quote, TRUE allows you to add items in two different ways:

Adding a Line Item:

1. Open the selected Quote record
2. Click the "Items" mode tab at the top of the Quote view
3. Click the "+" icon to add a new line item
4. Choose between Manual or Catalog item

Item Types:

• Catalog Items: Products that are linked to your product catalog. These items automatically pull in pricing, descriptions, and other product details from the catalog. Changes to the catalog will be reflected in future quotes.
• Manual Items: Line items entered directly without a catalog connection. These are custom entries where you manually input all details including description, pricing, and specifications.

Linking Manual Items to Catalog:

While manual line items are not initially linked to any product, they can be manually linked to a catalog item:

• Click the "pencil" icon next to the "Item" field
• Search for and select the appropriate catalog item
• The line item will now be linked to that catalog product for tracking and future updates

How do I mark line items as non-billable?

1. Navigate to the "Items" mode in your Quote
2. Locate the line item to modify
3. Click the "☰" (hamburger) icon next to the line item
4. Select the "Billable/Non-Billable" toggle

Non-billable items track internal costs, notes, or included items not charged to the client. They appear on internal reports but not on client-facing documents.

How do I copy line items from one Quote or Job to another?

1. Click the "☰" (hamburger) icon next to a line item
2. Select "Copy"
3. Navigate to another Quote or Job record
4. Go to "Items" mode
5. Click the "+" icon and select "Paste"

In Items mode, click multiple line items to activate batch features:

• Stage: Apply the same stage to all selected items
• Discount: Apply uniform discount percentage or amount
• Markup/Margin: Set consistent markup or margin
• Delete: Remove multiple items at once
• Taxes: Apply or remove tax settings

This feature allows you to add multiple catalog items to your Quote at once, saving time when building quotes with many line items.

How to Batch Add Catalog Items:

1. Click the "+" icon and select "Catalog"
2. Search for products
3. Click the cube "⊞" batch icon
4. Select multiple Catalog items by clicking each one
5. Click the checkmark icon to add all selected items at once

The Glass Calculator is an estimating tool that allows users to enter specific glass sizes (and edges) and apply them to a catalog item.

TRUE provides two main eForm templates for presenting quotes to customers: Itemized (eForm ID 22) and Lump Sum (eForm ID 23). The choice between these depends on how you prefer to present pricing information to your customers.

eForm ID 22 - Itemized Quote:

• This is the module's stock eForm for itemized quotes
• Displays individual line items with pricing breakdown
• Includes customizable show options for additional line item fields
• Features the Description/Scope from the "Overview" mode
• Best for customers who want detailed pricing transparency

eForm ID 23 - Lump Sum Quote:

• Presents pricing as a single total amount
• Displays only the Description/Scope with no line item breakdown
• Ideal for customers who prefer simplified proposals
• Maintains internal line item tracking while showing lump sum externally

Where can I add markup percentages for overhead and profit?

Within the "Items" mode, click an item to adjust "Material" or "Labor" costs and markups/margins. Create Catalog items with stored markup/margin values that are automatically applied when added to a Quote.