Table of Contents

Purpose

The e/PWS (eMullion) Integration revolutionizes door installation workflow by importing eMullion "Installer Guide" PDFs into TRUE. This integration automates the creation of Work Tickets, links materials to tickets, and attaches assembly instructions for field technicians.

Automated Work Tickets
Each PDF page generates a separate Work Ticket automatically
Material Linking
Automatically associates door materials with corresponding Work Tickets
Assembly Instructions
Door assembly instructions attached directly to each Work Ticket
Inventory Tracking
Enables seamless inventory tracking and depletion
No Manual Entry
Eliminates manual data entry, reducing errors and saving time
Field Tech Access
Provides instant access to crucial installation information

Module Access

Access e/PWS integration from Jobs or Contracts via the Materials module

The e/PWS integration is accessed from the Materials module when viewing a Job or Contract record. Importing an eMullion "Installer Guide" automatically creates Work Tickets with linked materials and assembly instructions.

Import an eMullion Installer Guide PDF to automatically create Work Tickets with linked materials.

  1. Navigate to a Job or Contract record in TRUE
  2. Click the View button
  3. Select Materials
  4. Within the Materials module, click the Gear icon (⚙️) on the right side
  5. Select Integrations
  6. Choose e/PWS
  7. Drag and drop the Installer Guide PDF file into the Installer Guide panel
  8. Wait for processing to complete

Note: Depending on the size of the PDF, this process could take a couple of minutes to generate all the linked records in TRUE.

Importing an Installer Guide automatically creates multiple linked records:

  • Work Tickets: One Work Ticket is created for each page of the imported PDF
  • Material Links: Specific door materials are automatically associated with their corresponding Work Tickets
  • Assembly Instructions: Door assembly instructions are attached directly to each Work Ticket for field technicians
Feature Description
Automated Work Ticket Creation Each page of the imported PDF generates a separate Work Ticket, eliminating manual data entry
Intelligent Material Linking The system automatically associates specific door materials with their corresponding Work Tickets for seamless inventory tracking and depletion
Integrated Assembly Instructions Door assembly instructions are directly attached to each Work Ticket, providing instant access to crucial information for field technicians

Frequently Asked Questions

Common questions about using e/PWS integration with TRUE

Setup & Configuration

  1. Navigate to Company Preferences
  2. Select the Integrations section
  3. Locate e/PWS and enable the checkbox

Once enabled, the e/PWS option will appear in the Integrations menu when viewing Materials from a Job or Contract.

The e/PWS integration is available from the Materials module when accessed from a Job or Contract record:

  1. Open a Job or Contract record
  2. Click View > Materials
  3. Click the Gear icon (⚙️)
  4. Select Integrations > e/PWS

Import & Data

Processing time depends on the size of the Installer Guide PDF. Larger PDFs with many pages will take longer as each page creates a separate Work Ticket with linked materials and assembly instructions. A PDF with many door openings could take several minutes to process completely.

Each Work Ticket created from the import includes:

  • Door specifications from the Installer Guide page
  • Linked materials for that specific door
  • Assembly instructions attached as a file
  • Connection to the parent Job or Contract

The intelligent material linking feature automatically associates specific door materials with their corresponding Work Tickets. This enables seamless inventory tracking and depletion as Work Tickets are completed and materials are used.