Various system settings pertaining to the user's account. Connection status indicators for integrated services such as Google Meet and RingCentral are displayed at the top of the Settings section, showing a green checkmark when the service is connected. These are status indicators only and are not configured from this screen.

Available scanning methods for 1D barcodes and 2D QR codes.

Users can choose to receive dashboard, email, and/or text alerts based on user permissions and preferences. Alerts will send based on individual user access permissions, Company Preferences settings indicated in the Alerts and other applicable sections, as well as events and reminder dates/times. Alerts generate daily at the start of the business day and will update every 15 minutes for reminders and event notifications.

Choose how you want to receive alerts from TRUE.

Allows the user to enter a personal work email for the account. Additionally, the user can optionally choose to use this email as the default email utilized for email communications.

Calendar settings are based on the user.

Available calendar view types in User Preferences.

Configure your weekly availability schedule. This determines when your time blocks appear on the Calendar in any Resource-based view. When other users view the Calendar with Resource views, they will see availability blocks for resources who have configured this setting.

Days of the Week:

• Sunday - Typically unchecked for standard work weeks
• Monday through Friday - Standard work days with Start and Finish times
• Saturday - Typically unchecked for standard work weeks

By default, TRUE uses your Username, Alert Notification Email, and Alert Notification Phone to populate the "Salesperson / Estimator" section of some eForms. If you wish to use a different name, email, or phone number, please enter them below.

The Menu section allows each user to build a personalized navigation menu in place of the default TRUE menu.

Configured in Settings → Users / Access.

Your default dashboard is what you see when logging into TRUE and when clicking the Dashboard button in the lightning bolt menu.

1. Click the Gear icon in the top right corner.
2. Select User Preferences from the menu.
3. Locate the Dashboard field under General Settings.
4. Click the dropdown and select your preferred dashboard.
5. Your selection will be saved automatically and used upon next login.

TRUE supports multiple languages for interface elements, requiring a Google Translate API key to be configured in Company Preferences.

1. Click the Gear icon and select User Preferences.
2. Click the Language dropdown under General Settings.
3. Select your preferred language from the available options.
4. Refresh the page to see module, menu, and field label names in the selected language.

The Record Load Limit setting controls how many records load at once in certain modules, which can improve performance when working with large data sets.

Setting a lower record limit can help:

• Improve page load times in modules with thousands of records
• Reduce browser memory usage on slower devices
• Make scrolling and filtering more responsive

To change this setting, go to User Preferences and select your preferred limit from the Record Load Limit dropdown.

The Introduction & Welcome screen provides helpful tips and can be enabled or disabled in User Preferences.

1. Click the Gear icon and select User Preferences.
2. Locate the Show Introduction Help checkbox.
3. Check the box to display the screen upon login, or uncheck to hide it.

TRUE can send alerts via dashboard notifications, email, text messages, or a combination of all three.

1. Click the Gear icon and select User Preferences.
2. Scroll to the Alert Notifications section.
3. Enter your email address in the Email field (required for email alerts).
4. Enter your mobile number in the Mobile Number field (required for text alerts).
5. Click the Method dropdown and select your preferred alert delivery method.
6. Alerts will now be sent according to your selected method.

TRUE offers five alert delivery methods to match your communication preferences.

You can disable alerts completely or adjust which types you receive.

1. Click the Gear icon and select User Preferences.
2. Scroll to the Alert Notifications section.
3. Click the Method dropdown.
4. Select No Alert to completely disable alerts, or choose Dashboard Only to keep in-app alerts without external notifications.

The Unscheduled queue is accessed via the side panel arrow icon on the top-right side of the Calendar screen.

If you previously clicked "unsubscribe" on a TRUE email (even outside of TRUE itself), all automated emails are suppressed for your account.

To restore, navigate to Gear icon > User Preferences > Alert Notifications and re-enable the preference. If the issue persists, contact Support to verify the unsubscribe flag at the provider level.

TRUE provides one-way calendar sync to external calendars like Google Calendar, Outlook, or Apple Calendar.

1. Click the Gear icon and select User Preferences.
2. Scroll to the Calendar section.
3. Select your preferred Calendar View (Events, Schedules, or Bidders).
4. Click Sync Calendar and follow the prompts to connect your external calendar.
5. Once configured, all related events and schedules will automatically sync to your linked calendar.

TRUE offers four calendar view types to organize different types of time-sensitive information.

You can switch between these views at any time, and your default view is controlled by the Calendar View setting in User Preferences.

The Availability feature allows users to define their weekly work schedule. This information displays as availability blocks on the Calendar when using Resource-based views.

1. Click the Gear icon and select User Preferences.
2. Scroll to the Calendar section.
3. Click the Availability button to open the configuration panel.
4. For each day of the week, check the Available checkbox if you work that day.
5. Set your Start time (e.g., 8:00 AM) and Finish time (e.g., 5:00 PM) for each available day.
6. Click Done to save your availability schedule.

The Calendar Link is a direct URL to your TRUE calendar that can be bookmarked for quick access.

Key Features:

• Direct access to your calendar without logging into TRUE
• Link does not expire
• Unique to your user account (one user per link)
• Can be saved as a browser bookmark for easy access

To find your Calendar Link, navigate to User Preferences and scroll to the Calendar section. Copy the URL from the Calendar Link field.

Your work email can be used as the default "from" address when emailing eForms from TRUE, instead of the company default.

1. Click the Gear icon and select User Preferences.
2. Scroll to the Work Email section.
3. Enter your email address in the Email Address field.
4. Check the Use Work Email box to use this email for outgoing eForms.
5. Optionally, check Use Email for eForms CC to automatically CC yourself on all eForm emails.

By default, TRUE uses your Username, Alert Notification Email, and Alert Notification Phone to populate the "Salesperson / Estimator" section of some eForms. To use a different name, enter it in the eForm Salesperson / Estimator section.

1. Click the Gear icon and select User Preferences.
2. Select eForm Salesperson / Estimator from the left navigation.
3. Enter the name you want to use in the Name field.

TRUE supports two email-setup paths:

• Gear > Company Preferences > Company Email — configures one email address for the entire company. All sent email originates from this address.
• Gear > User Preferences > Work Email — each user sets their own email address. Sent email originates from that user's address.

If a user has both set, their User Work Email takes precedence for their own sent items.

The signature block appears at the end of email messages sent from TRUE and can include your contact information.

1. Click the Gear icon and select User Preferences.
2. Scroll to the Work Email section.
3. Locate the Signature Block field.
4. Enter your signature text (name, title, phone, email, etc.).
5. Your signature will automatically appear on all emails sent from TRUE.

The "Use Email for eForms CC" setting automatically adds your email to the CC field when sending eForms.

1. Click the Gear icon and select User Preferences.
2. Scroll to the Work Email section.
3. Ensure your email is entered in the Email Address field.
4. Check the Use Email for eForms CC box.

With this setting enabled, you'll receive a copy of every eForm you send from TRUE, creating an automatic record in your inbox.

Authentication errors occur when your email connection to TRUE has expired or become invalid. This requires re-authenticating your email account.

1. Click the Gear icon in TRUE navigation.
2. Select User Preferences.
3. Locate the Work Email section.
4. Click Re-authenticate or Connect Email.
5. Complete the OAuth login process in the popup window.
6. Try sending email again.

Emails sent through TRUE may be filtered as spam by recipients' email providers due to email authentication or domain reputation issues.

TRUE supports multiple scanning methods for 1D barcodes and 2D QR codes depending on your hardware.

The Time Clock Method setting controls where you're directed when clicking "Time Clock" in the lightning bolt menu.

1. Click the Gear icon and select User Preferences.
2. Locate the Time Clock Method dropdown under General Settings.
3. Select your preferred option: Time Clock (default), Time Card, or Time Review module.

This allows you to customize your workflow based on whether you need to clock in/out, manage time cards, or review time entries.

When navigating to an address from a mobile device, TRUE can launch your preferred iOS map application.

1. Click the Gear icon and select User Preferences.
2. Locate the Map App dropdown under General Settings.
3. Select your preferred map application (Apple Maps, Google Maps, Waze, etc.).

When you click an address in TRUE from your iOS device, it will now open in your selected map application.

User Preferences are accessible from the Gear icon menu.

1. Click the Gear icon in the top right corner of TRUE.
2. Select User Preferences from the dropdown menu.

This will open your personal User Preferences page where you can configure all user-specific settings.

These settings automatically assign new records to your user account when you create them.

To enable these settings, check the respective boxes in User Preferences under General Settings.

The Clear User Session option resets your browser's forward and backward navigation history in TRUE.

When to use this:

• You're experiencing navigation issues with the back/forward buttons
• You want to clear your browsing history within TRUE
• You need to reset your session after switching between multiple records

To clear your session, navigate to User Preferences and click the Clear User Session button under General Settings.

Users can select a personal default eForm header branding, or use the company default.

1. Click the Gear icon and select User Preferences.
2. Locate the Branding dropdown under General Settings.
3. Select your preferred eForm header branding, or leave blank to use the company default.

This setting controls which branding appears on eForms you send, allowing for personalization while maintaining company standards.

This setting prevents TRUE from automatically loading records when you first navigate to certain modules.

Benefits of disabling initial search:

• Faster module loading times when working with large data sets
• Reduced server load and network traffic
• Forces you to use specific filters before loading records

When enabled, you'll need to select a filter or perform a search before records appear in the module.

TRUE uses a denial permission to restrict access to User Preferences. Unlike most modules where a permission grants access, this permission removes access when enabled.