The Schedules module displays your current, future, and past schedules and allows you to create optimized routes for appointments.

The Projects module contains all your existing Quotes and Jobs. Click a record to view details and access TRUE Fence estimating features.

TRUE Fence is accessed from existing Quote, Bid, or Job records for record-specific estimating work.

1. Navigate to Quotes, Bids, or Jobs module
2. Select a record or create a new one
3. Click the Options button
4. Select Optional App (this button can be renamed by your administrator)
5. If this is a new record, TRUE Draw opens automatically. If the record has existing data, you'll see the Information module

The Information module displays all relevant customer and project details synchronized from the main TRUE system.

The Selections module is where you assign products to drawing segments, manage material lists, apply pricing adjustments, and generate proposals. This is the primary workspace for building accurate estimates.

TRUE Draw is the drawing tool for creating detailed site layouts. Access drawings from the Selections module via the Proposal button. TRUE Draw comes in two versions optimized for different use cases.

The Files module serves as a repository for all project-related files. Any drawings created in TRUE Draw are automatically saved here.

The Preferences module allows users to modify default settings for the TRUE Fence application. Access by clicking the gear icon (⚙️) in the top right corner.

The Catalog is system-wide and accessible from TRUE Fence settings, regardless of which record you're working in.

1. Open TRUE Fence from any Quote, Bid, or Job
2. Click the Gear Icon (⚙️) in the top right corner
3. Select Catalog from the menu
4. The Catalog opens in Table view or Classic view based on your preferences

Each product in the catalog has multiple modes containing different types of information. Understanding these modes is essential for proper catalog configuration.

Understanding product categories is essential for proper catalog configuration and automatic material list generation. Each category serves a specific purpose in the estimating workflow.

TRUE Fence is a specialized estimating application that feeds data into the Quotes module. Understanding this relationship is critical for fence contractors.

TRUE Fence (Estimating Application): TRUE Fence is the frontend tool where fence contractors create detailed site layouts using TRUE Draw, assign catalog products to fence lines and gates, and generate automatic material lists from assemblies and components. This application is industry-specific—exclusively designed for fence contractors. The primary workflow involves creating drawings, which automatically generate selection items for each fence line and gate. Users then assign products to these selection items, and all data flows directly into the Quotes module.

Quotes Module (Project Management): The Quotes module is the backend system that receives line items from TRUE Fence (or manual entry for other trades). It manages the broader quote lifecycle including follow-up tracking, proposal sending, client communication, and job conversion. Unlike TRUE Fence, which is fence-specific, the Quotes module is used by all trades—glass, construction, roofing, etc.—for project management beyond just estimating.

TRUE Fence is industry-specific. Understanding which users need it prevents confusion and improper configuration.

TRUE Fence is accessed from existing Quotes, Bids, or Jobs for record-specific estimating work.

1. Navigate to Quotes, Bids, or Jobs module
2. Select an existing record or create a new one
3. Click the Options button in the record
4. Select Optional App (button name may be customized by administrator)
5. TRUE Fence opens—new records go to drawing tool, existing records show Information module

Creating a new drawing is the first step in the TRUE Fence estimating process.

1. Open TRUE Fence from a Quote, Bid, or Job
2. Click Selections module
3. Click the Proposal button
4. In the dropdown, select New Drawing
5. Your default drawing application (V2 or V3) opens automatically
6. Use drawing tools: Fence tool for fence lines, Gate tool for gates, Objects tool for structures
7. Enter measurements (right-click for unscaled V3 version)
8. Click Save when complete

Choose between V2 and V3 based on your precision needs and workflow preferences.

Change which drawing version opens by default when you click "New Drawing".

1. Open TRUE Fence
2. Click the Gear Icon (⚙️) in top right
3. Select Preferences
4. Locate the TRUE Draw section
5. Check Use Unscaled Drawing to default to V3
6. Uncheck to default to V2 (scaled version)
7. Click the back arrow to save changes

Open and modify previously created drawings to update estimates.

1. Navigate to TRUE Fence for the Quote, Bid, or Job
2. Open the Selections module
3. Click the Proposal button
4. Choose the correct Quote from the selections dropdown
5. Click the Drawing button
6. The existing drawing opens in the original version (V2 or V3) it was created in
7. Make your changes
8. Click Save

TRUE Fence automatically generates Selection Items based on your drawing. You then assign products to these items using the Choose Product workflow.

Apply percentage-based pricing adjustments to individual items or multiple items at once.

Clean up your material list by combining matching items that appear multiple times.

1. Open TRUE Fence Selections module
2. Click the Gear Icon (⚙️)
3. Select Combine Items
4. System consolidates matching line items
5. Combined items show total quantity across all instances

Toggle between automatic pricing (from catalog) and manual pricing (custom override) for individual line items.

Automatic Pricing:

• Uses saved pricing from catalog product
• Automatically calculates based on cost and margin/markup
• Updates when catalog pricing changes
• Best for consistency across estimates

Manual Pricing:

• Allows custom price entry for this specific line item
• Overrides catalog pricing
• Does not update when catalog changes
• Best for special pricing or one-off situations

How to Toggle:

1. Click on the line item
2. Click the item's gear icon
3. Select Manual / Auto Pricing
4. Toggle switches pricing mode for that item only

There are several approaches to catalog setup, each suited for different scenarios and catalog sizes.

Building assemblies is critical for automatic material list generation. This connects parent products (like fencing panels) to their components (like pickets, rails, posts).

Step 1: Create Component Products

1. Create individual products for each component (pickets, rails, posts, hardware)
2. Set appropriate Category for each (Post, Hardware, Other)
3. Enter pricing for each component
4. Save each component product

Step 2: Create Main Assembly Product

1. Create new product (this will be the "Fencing" panel)
2. Set Category to "Fencing"
3. Enter all details in Details mode
4. Enter pricing in Pricing mode
5. Save the assembly product

Step 3: Link Components to Assembly

1. Select the main assembly product
2. Click Components mode
3. Click + icon or Build Components (≡ menu)
4. Search for and select first component product
5. Enter Quantity (how many of this component per assembly unit)
6. Repeat for all components
7. Save the assembly

The Post Type field enables TRUE Fence to automatically calculate line posts, corner posts, and end posts for fencing assemblies.

How Post Calculation Works:

• System automatically calculates post quantities based on fence lines drawn
• Line posts: Every X feet along straight runs
• Corner posts: Where fence lines change direction
• End posts: At fence line terminuses

Setting Post Types:

1. Create three separate post products (Line Post, Corner Post, End Post)
2. Set each product's Category to "Post"
3. In Details mode, assign the Post Type field
4. Link all three post types as components to your fencing assembly
5. System references Post Type to assign calculated quantities correctly

Component Pull controls how sub-components are included in estimates. This advanced feature fine-tunes material list accuracy for complex assemblies.

Use Case:

When you have nested assemblies (an assembly that contains another assembly as a component), Component Pull determines whether to show the sub-assembly as one line item or break it down into its individual components.

How to Configure Component Pull:

1. Select the product in the Catalog
2. Click Components mode
3. Locate the component that is itself an assembly
4. Configure the Component Pull setting
5. Setting determines breakdown level in Selections module

The "Included" feature allows you to mark components as included in the assembly price, which affects pricing calculations.

1. Select the assembly product in the Catalog
2. Click Components mode
3. Click the Price field for a component
4. Mark the component as Included
5. Component quantity appears on material list
6. Component cost does NOT add to assembly price (already included)

Restrict catalog access to prevent unauthorized users from changing product pricing or configurations.

1. Open TRUE Fence Catalog
2. Click Gear Icon (⚙️) within Catalog
3. Locate Manager List field
4. Enter exact usernames of authorized users (one per line)
5. Username must match exactly (case-sensitive)
6. Only listed users can access Catalog

Follow these best practices to maintain an accurate, efficient product catalog.

Naming Conventions:

• Use consistent naming for easy searching and sorting
• Include key attributes in product names (color, height, style)
• Example: "Vinyl Privacy Fence 6' White" vs "Fence123"
• Standardize abbreviations across all products

Regular Maintenance:

• Update pricing regularly to reflect vendor changes
• Use batch select and Markup/Margin features for bulk updates
• Use product exports to backup catalog data
• Review and archive discontinued products

Organization:

• Use Categories and Material Types properly for efficient filtering
• Set up component relationships completely before using in quotes
• Test new assemblies in a practice quote before using with clients
• Document complex assemblies for team reference

This feature pushes TRUE Fence catalog data to the main TRUE system for inventory integration and purchasing.

What Gets Synced:

• Product names and descriptions
• Pricing information
• Component relationships
• Catalog item linking for inventory tracking

Why Sync:

• Enable inventory tracking for fence products
• Create purchase orders from TRUE Fence estimates
• Generate work tickets with material lists
• Maintain data consistency between TRUE Fence and main TRUE

1. Open TRUE Fence Catalog
2. Click Gear Icon (⚙️)
3. Select Sync Catalog to TRUE
4. System pushes all catalog data to main TRUE system

Generate professional proposals with embedded drawings, pricing, and eSign capabilities directly from TRUE Fence.

1. Ensure your drawing is complete and saved
2. Add products to your estimate in Selections module
3. Review pricing and apply any adjustments
4. Verify material quantities for accuracy
5. Include any additional add-ons or charges
6. Click the eForm button
7. System automatically pushes products and pricing to Quotes module
8. System generates default eForm with embedded drawing
9. Review the proposal for accuracy
10. Click Email to send to client or Download for offline use

Enable digital signatures so clients can review and sign proposals directly from email or text message.

1. Generate eForm as described above
2. Click Email button
3. Check the eSign checkbox in email dialog
4. Enter client email address
5. Add custom message if desired
6. Click Send
7. Client receives email with link to proposal
8. Client can review, sign digitally, and submit
9. You receive notification when client signs

Configure which eForm template TRUE Fence uses by default when generating proposals.

1. Open TRUE Fence
2. Click Gear Icon (⚙️) in top right
3. Select Preferences
4. Locate Selections section
5. Click Default eForm (Quotes) dropdown
6. Select your preferred eForm template
7. Optionally set Default eForm (Bids) if using Bids module
8. Click back arrow to save

Add your company branding to TRUE Fence-generated proposals for a professional appearance.

1. Open TRUE Fence
2. Click Gear Icon (⚙️) in top right
3. Select Preferences
4. Locate eForms section
5. Drag and drop your company logo image
6. Enter company name
7. Enter phone number
8. Enter email address
9. Enter website URL
10. Click back arrow to save changes

When a client accepts your proposal, convert the Quote to a Job directly from TRUE Fence.

1. Client accepts proposal (via eSign or verbal confirmation)
2. Navigate to the Quote record in TRUE or via TRUE Fence Dashboard
3. Open TRUE Fence for that Quote
4. Navigate to Selections module
5. Ensure an eForm has been generated
6. Click the Job button
7. System prompts for confirmation, click OK
8. Quote converts to Job record with all estimate data intact

Set follow-up dates to track when to reconnect with prospective clients.

1. Open TRUE Fence Selections module
2. Generate eForm (follow-up available after eForm creation)
3. Locate Follow-Up date field
4. Enter desired follow-up date
5. If using Email function to send eForm, follow-up triggers automatically
6. When follow-up date is reached, you receive Alert notification
7. Alert appears in your TRUE solution alerts

Control whether TRUE Fence shows technical product codes or user-friendly descriptions.

Options Available:

1. Use User Friendly Display:

• Shows: "6' x 6' White Privacy Vinyl Fencing"
• Instead of: "Vinyl | Privacy | White | Fencing | L:6 | H:6"
• Best for client-facing proposals

2. Use Description as Display:

• Uses product's Description field instead of generated name
• Overrides User Friendly Display
• Best for complete custom control

How to Configure:

1. Open TRUE Fence Preferences
2. Locate Text Display Options section
3. Check desired option
4. Changes apply immediately to new selections

Choose between Classic view (side-by-side) and Table view (list) based on your workflow needs.

Table View (Default):

• Shows products in sortable list format
• Better for searching and filtering
• Good for reviewing multiple products
• Best for general browsing

Classic View:

• Shows product list on left, details on right
• Better for editing individual products
• Easier for changing components
• Best for catalog maintenance

How to Set Default View:

1. Open TRUE Fence Preferences
2. Locate Catalog Settings section
3. Check Classic Catalog Default View to use Classic
4. Uncheck to use Table view

If using TRUE Draw V3 (unscaled), you must refresh the Selections list manually.

1. Open TRUE Fence Selections module
2. Click the Refresh Icon (circular arrows)
3. Products should now appear in the line items list

Add custom material types beyond the default options for better catalog organization.

1. Open TRUE Fence Preferences
2. Locate Catalog Settings section
3. Click Additional Material Types field
4. Enter new material type name
5. Press Enter (Windows) or Return (Mac) for line break
6. Enter additional material types (one per line, no extra spaces)
7. Click back arrow to save
8. New material types appear in Material Type dropdown in catalog

If your eForm shows $0 or incorrect pricing for certain components while they appear correct in TRUE Fence Selections, the issue is likely incorrect Category assignments in the Catalog.

Why This Happens:

• TRUE Fence uses the Category field to calculate component quantities when generating data to TRUE
• Components with incorrect categories may show proper pricing in TRUE Fence but fail to calculate quantities correctly in the main TRUE system
• When quantity calculation fails, pricing shows as $0 on the eForm
• This happens because the system doesn't recognize how to count the component based on its assigned category

How to Fix:

1. Open TRUE Fence Catalog
2. Locate the component products showing $0 pricing
3. Check the Category field for each component
4. Update to the correct category based on component type
5. Return to Selections module
6. Delete the existing eForm
7. Regenerate the eForm—pricing should now calculate correctly

Correct Category Usage:

TRUE Fence is a separately licensed add-on module designed specifically for fence contractors. Access requires both a license and user configuration.

Requirements:

• TRUE Fence License: Your company must have purchased the TRUE Fence add-on
• User Account: Active TRUE user account
• TRUE Fence Permission: User must be granted TRUE Fence access

Requesting Access:

1. Contact your TRUE administrator
2. Administrator verifies TRUE Fence license is active
3. Administrator enables TRUE Fence access for your user account
4. TRUE Fence appears in your application menu

The TRUE Fence Catalog must be configured with your fence products, components, and pricing before you can create selections and generate quotes.

Initial Setup Steps:

1. Open TRUE Fence application
2. Navigate to Catalog module
3. Create Parent Products (fence panels, gates)
4. Add Component Products (posts, rails, pickets, hardware)
5. Assign correct Categories to each product
6. Set up Pricing including labor rates
7. Configure Product Rules for automatic component calculations

TRUE Fence integrates directly with your main TRUE system, transferring selection data to create quotes, jobs, and purchase orders.

Integration Points:

• Quotes: Generate TRUE Quote records from TRUE Fence selections
• Jobs: Create jobs from awarded selections
• Materials: Material lists transfer to TRUE for procurement
• Contacts: Customer information syncs between systems
• eForms: Generate professional proposals from TRUE Fence data

Data Flow:

1. Create selection in TRUE Fence with drawing and components
2. Click Generate to TRUE to transfer data
3. TRUE creates Quote/Job record with all items
4. Continue workflow in TRUE (approval, scheduling, procurement)