Import TOAD door hardware configurations into the Materials module.

1. Configure your door hardware in TOAD's TOP-View application
2. Export the configuration as XML from TOP-View
3. Navigate to Materials module in TRUE
4. Click the Gear icon
5. Select Integrations
6. Click TOAD
7. Drag the XML file into the drop zone
8. Click Submit to import the configuration

Add TOAD hardware configurations to Quote or Job line items.

1. Navigate to Quotes or Jobs module and select a record
2. Switch to Items mode
3. Click the Gear icon
4. Select Integrations
5. Click TOAD
6. Import your XML file from TOP-View

You can link existing products in TRUE to TOAD configurations for pricing updates and configuration management.

1. Navigate to Products/Services module
2. Select the product you want to link
3. Click the Hamburger menu icon on the row
4. Select Configure in TOAD
5. Complete the configuration in the TOAD window
6. Save to link the TOAD configuration to the product

TOAD includes a manufacturer search feature to help you find the right door hardware products.

When configuring hardware in TOAD, you can search by manufacturer to narrow down product options. This is especially useful when you know the manufacturer but not the specific product number.

The search feature eliminates the need to scroll through all manufacturers to find what you need.

TOAD (Tool of Architectural Design) is a door hardware configuration system used by commercial construction companies to specify and price door hardware packages.

Key Features:

• Manufacturer catalogs with current pricing
• Hardware configuration tools for commercial doors
• Specification generation for architectural submittals
• XML export for integration with TRUE

Contact: TOAD, LLC - 844-TOADLLC (844-862-3552)

TOP-View is TOAD's web-based application that replaces the older FileMaker Pro-based system.

Benefits of TOP-View:

• Web-based - no FileMaker Pro installation required
• Access from any browser
• Simple XML export for TRUE integration
• Works with WebDirect deployments of TRUE

No. FileMaker Pro is no longer required for the TOAD integration.

The current integration uses TOAD's TOP-View web application with XML export. This means:

• No desktop software installation needed
• Works with TRUE WebDirect
• Configuration and export happen in your web browser

Products linked to TOAD can have their pricing updated from TOAD's current manufacturer prices.

Price updates are handled through the Vendor Update feature:

1. Navigate to Products/Services module
2. Click the Gear icon
3. Select Vendor Update
4. TOAD-linked products will update from current manufacturer pricing

If running a price update doesn't change your product prices, there are a few possible reasons:

• Price hasn't changed: TOAD's manufacturer pricing may be the same as what's already in TRUE
• Manual override: If you manually changed the price in TRUE, verify the TOAD link is still active
• Product not linked: Ensure the product shows "TOAD" in the list view
• Configuration issue: The TOAD configuration may need to be re-linked

To verify pricing, compare your TRUE price with the current price shown in TOAD directly.

The TOAD integration is available in multiple modules:

• Materials - Gear > Integrations > TOAD
• Quotes - Items mode > Gear > Integrations > TOAD
• Jobs - Items mode > Gear > Integrations > TOAD
• Products/Services - Row hamburger > Configure in TOAD

Products linked to TOAD display "TOAD" in the list view of the Products/Services module.

You can also use the Advanced Filter to find all TOAD-linked products:

1. Navigate to Products/Services
2. Open Advanced Filter
3. Filter to show TOAD-linked products
4. Review or update pricing as needed