The process of assigning a user directly to a Job, Contract, or Work Ticket via the Assigned button. This appears within TRUE Field within the "Jobs", "Contracts", and "Work Tickets" buttons.

The process of creating a schedule and assigning the TRUE Field user as a "Resource".

TRUE Field is available as a free mobile app for both iOS and Android devices.

1. Open the App Store (iOS) or Google Play Store (Android) on your mobile device
2. Search for "TRUE Field"
3. Locate the TRUE Field app
4. Tap Download or Install to install the app

To use TRUE Field, you need a user account created in TRUE with TRUE Field access enabled.

Required Information:

• Client ID: Found under Gear icon > System Information in TRUE
• Username: Your TRUE user account username
• Password: Your TRUE user account password

Log in to TRUE Field using your TRUE user credentials.

1. Open the TRUE Field app on your mobile device
2. Enter your Username and Password
3. Check Remember Me to avoid repeated login
4. Tap Login to access the Main Menu

There are two ways to access jobs in TRUE Field: via direct assignment or through schedules.

The Jobs button shows all jobs you're directly assigned to, while the Schedules button shows only work scheduled for specific dates.

Schedule-based assignment is recommended for most field crews because it provides cleaner daily views and automatic expiration of access.

Benefits of Schedule-Based Workflow:

• Field crews see only what they're working on today - no confusion
• Dispatchers can reassign work by moving schedules, not editing assignments
• Calendar views show crew capacity and availability
• Historical access automatically expires - security and simplicity

If you don't see an expected job in TRUE Field, verify the assignment method and Resource name.

Troubleshooting Steps:

1. Confirm you're assigned to the job or schedule in TRUE
2. Check if assigned directly (appears in Jobs button) or via schedule (appears in Schedules button)
3. For schedule-based access, verify the schedule date matches today or a future date
4. Ensure the Resource name in the schedule exactly matches your user account name
5. Contact your TRUE administrator if assignment appears correct but job still doesn't display

Mark tasks complete directly from the job record in TRUE Field.

1. Open the job in TRUE Field
2. Tap the Tasks button
3. Locate the task you want to mark complete
4. Tap the Complete checkbox
5. System automatically notifies assigned users in TRUE

Mark work tickets complete from TRUE Field to notify office users.

1. Open the work ticket in TRUE Field
2. Tap the Complete button
3. System marks the work ticket as complete
4. Assigned users in TRUE receive automatic notification

Update work ticket stages from TRUE Field to track progress.

1. Open the work ticket in TRUE Field
2. Tap the Stage button
3. Select the new stage from the available options
4. Stage change syncs immediately to TRUE

Upload photos directly from your mobile device to job, contract, or work ticket records. Photos are GPS-tagged with location data.

1. Open the record in TRUE Field
2. Tap the Files button
3. Tap the + icon or Upload button
4. Select Take Photo to capture a new image or Choose from Library to select an existing photo
5. Add an optional description for the photo
6. Tap Upload to attach the photo to the record

File visibility in TRUE Field is controlled by TRUE administrators to protect sensitive information like pricing and estimates.

How File Visibility Works:

• Files must be marked as "TRUE Field Visible" in TRUE to appear in the mobile app
• TRUE administrators can batch-select files and toggle TRUE Field visibility
• This prevents field crews from seeing pricing documents, internal estimates, or confidential communications
• Field-uploaded photos are automatically visible to all users

Administrators control file visibility using the "hard hat" icon in TRUE. This toggle determines which files appear in TRUE Field for field users.

Setting TRUE Field Visibility for Files:

1. Open the Job, Contract, or Work Ticket record in TRUE (desktop)
2. Navigate to the Files view
3. Locate the hard hat icon column
4. Click the hard hat icon to toggle visibility:
   • Filled hard hat: File IS visible in TRUE Field
   • Empty hard hat: File is NOT visible in TRUE Field
5. Changes take effect immediately - no save required

Batch Updating File Visibility:

1. In the Files view, select multiple files using checkboxes
2. Click the Actions menu
3. Select Toggle TRUE Field Visibility
4. All selected files will have their visibility toggled

Files to Keep Hidden from Field:

• Pricing documents and estimates
• Internal communications and emails
• Confidential contracts or agreements
• Management reports or financial documents

View all TRUE Field-visible files attached to a record.

1. Open the job, contract, or work ticket in TRUE Field
2. Tap the Files button
3. Browse the list of available files
4. Tap a file to open and view it on your device

Submit purchase order requests from the field for office approval and processing.

1. Open the job, contract, or work ticket in TRUE Field
2. Tap the Requests button
3. Tap + New Request or similar button
4. Enter item description, quantity, and vendor information
5. Add any notes or special instructions
6. Tap Submit to send request to office
7. Office users receive notification and can create Purchase Order in TRUE

Log expenses incurred in the field for accurate job costing and reimbursement. This feature is available for contracts.

1. Open the contract in TRUE Field
2. Tap the Expenses button
3. Tap + New Expense or similar button
4. Enter expense amount, category, and description
5. Attach receipt photo if available
6. Tap Save to submit expense for approval

Attach receipt photos when logging expenses to provide documentation for accounting.

1. While creating or editing an expense, locate the receipt attachment option
2. Tap Attach Receipt or camera icon
3. Select Take Photo to capture receipt or Choose from Library to select existing image
4. Receipt photo is attached to expense record for office review

Email Capture allows you to automatically save emails to a specific job, contract, or work ticket by sending to a unique email address.

1. Open the record in TRUE Field
2. Tap the Email Capture button
3. TRUE Field displays a unique email address for this record
4. Forward or CC emails to this address to automatically save them to the record
5. Emails appear in the record's file repository in TRUE

Add activity log notes to document field activities, communications, and progress.

1. Open the record in TRUE Field
2. Tap the Activity Log button
3. Tap + New Activity or similar button
4. Enter your activity note description
5. Select activity type or category if applicable
6. Tap Save to add activity to the record's history

TRUE Field allows you to view customer contact information but does not include built-in email functionality. Use your device's email app to contact customers.

1. Open the record in TRUE Field
2. Tap the Contacts button (available for contracts)
3. View customer contact information including email address
4. Tap the email address to open your device's email app
5. Compose and send email using your device's email functionality

If schedules don't appear in TRUE Field, verify assignment and Resource name configuration.

Troubleshooting Steps:

1. Verify you're assigned as a Resource to the schedule in TRUE
2. Check that the schedule date is today or a future date (past schedules don't display)
3. Ensure the Resource name in the schedule exactly matches your TRUE user account name (case-sensitive, no extra spaces)
4. Confirm the schedule hasn't been archived or deleted in TRUE
5. Contact your TRUE administrator to verify Resource configuration

The most common cause is a Resource name mismatch. Resource names are case-sensitive and must exactly match user account names.

How to Diagnose:

1. Open the schedule in TRUE and check the Resource assigned
2. Navigate to Gear → Users / Access and find the user's exact account name
3. Compare the Resource name character-by-character with the user account name
4. Look for common mismatches: capitalization, extra spaces, name format differences

Common Mismatch Examples:

How to Fix:

1. Navigate to Gear → Company Preferences → Calendar / Events / Schedules
2. Click the Resources tab
3. Find and edit the Resource entry
4. Copy the exact user name from Users / Access and paste into the Resource Name field
5. Save changes - schedules should now appear for the field user

Login issues are typically caused by incorrect credentials, disabled accounts, or network connectivity.

Troubleshooting Steps:

1. Verify you're entering the correct Username and Password (case-sensitive)
2. Check that your user account is active in TRUE (contact your administrator)
3. Ensure you have internet connectivity (WiFi or cellular data)
4. Try resetting your password in TRUE if you've forgotten it
5. If problems persist, see the login help article or contact support

Keep TRUE Field updated to access the latest features and bug fixes.

1. Open the App Store (iOS) or Google Play Store (Android)
2. Search for "TRUE Field"
3. If an update is available, tap Update
4. Enable automatic updates in your device settings to stay current

TRUE Field is available to all TRUE users with valid credentials. Access requires proper user configuration and Resource assignment.

Requirements:

• Active TRUE Account: Valid user credentials for your TRUE instance
• Resource Assignment: User must be set up as a Resource in Company Preferences
• Mobile Device: iOS or Android smartphone/tablet

Setup Steps:

1. Download TRUE Field from App Store (iOS) or Google Play Store (Android)
2. Open the app and enter your TRUE credentials
3. Grant necessary permissions (camera, location, notifications)
4. Administrator must ensure your Resource name matches your user account name exactly

Administrators must configure Resources to enable TRUE Field scheduling functionality. Resource names must exactly match user account names.

Configuration Steps:

1. Navigate to Settings (Gear icon) → Company Preferences → Calendar / Events / Schedules section
2. Click Resources tab
3. Add new Resource or edit existing
4. Ensure Resource Name exactly matches the user's TRUE account name
5. Configure Resource type (crew, equipment, vehicle)
6. Save changes

Common Configuration Issues:

• Name Mismatch: "John Smith" vs "John smith" (case-sensitive)
• Extra Spaces: "John Smith " vs "John Smith"
• Different Format: "Smith, John" vs "John Smith"

TRUE Field inherits permissions from the user's main TRUE account. Several permissions affect what actions users can perform in the mobile app.

Key Permissions:

• View Assigned Only: Restricts visibility to only assigned schedules and contracts
• Receiving: Allows mobile receiving of purchase order deliveries
• Work Tickets: Allows creating and managing work tickets
• Field Expenses: Allows submitting field expense receipts
• Files/Documents: Allows uploading photos and documents to records

Configuration Location:

1. Navigate to Settings → Users / Access
2. Select the field user
3. Go to Access tab
4. Enable/disable relevant permissions for mobile functionality