The Work Tickets module displays customizable stage buttons that show the count of tickets in each stage. Unlike the Jobs module where buttons are hard-coded, Work Ticket stage buttons can be fully configured to match your workflow. Only the first 6 stages appear as clickable buttons with counts, though additional stages remain available in the dropdown.

How Stage Buttons Work:

• Only the first 6 stages become buttons
• Stages appear in alphabetical order
• Use numbers to control order (e.g., "01. Preparing", "02. QC", "03. Complete")
• For more than 10 stages, use leading zeros (e.g., "01. Stage", "02. Stage")
• Additional stages beyond the first 6 are still available in the Stage dropdown

Search and filter work ticket records using job information, client details, and advanced filtering options.

Work tickets are typically created from within a Job record, where they automatically inherit job information including client contact, jobsite address, and associated job details. There are two primary methods for creating work tickets.

Auto-Populated Fields:

• Primary contact information
• Job site address
• Associated job (with clickable link)
• Job ID
• Files toggled for TRUE Field access

The Edit Card displays key work ticket information and provides action buttons for managing assignments, schedules, completion status, and reviews.

Key Fields

Action Buttons

The Items tab displays all checklist items for the work ticket. Items can be products pulled from inventory, fabrication requirements, or manual checklist entries. All items must be marked complete before the work ticket can be completed.

Item Functionality

The Files tab displays documents, images, and files related to the work ticket. Files uploaded to the parent Job record with the TRUE Field hard hat icon toggled on automatically appear in the work ticket and are accessible to field crews.

The Schedules tab displays all schedules associated with the work ticket. Creating schedules and assigning resources is the primary method for granting TRUE Field access to crew members. Resources must match user account names exactly for access to work.

The Activity Log tracks all changes, updates, and actions taken on the work ticket with timestamps and user information, providing a complete audit trail.

No, work tickets are completely optional. You can still bill, create schedules, print proposals, and notify clients without creating work tickets.

Work tickets are most beneficial when you need:

• A command center view of all active work orders across your organization
• Enhanced visibility of work order status with customizable stage tracking
• TRUE Field mobile app integration for field crews
• Mandatory checklist items that must be completed before marking work complete
• Shop fabrication tracking or field installation coordination

Work tickets can be used for both shop fabrication and field installation. The workflow differs based on whether workers need full system access or mobile-only access.

Both methods grant access to work tickets, but schedule-based assignment provides better control and cleaner mobile experience for field crews.

Work Tickets and Contracts serve different purposes in TRUE Field. Understanding when to use each workflow helps field crews access the right features.

In TRUE Field, crews access these differently:

• Tickets Button: Opens work tickets assigned to you. Use for checklist completion and marking work stages.
• Contracts Button: Opens contracts for daily report submission and expense entry. Use for ongoing project documentation.
• Jobs Button: Opens jobs for viewing job details and submitting general reports (if not using tickets or contracts).

Work tickets are created from within a Job record. There are two methods depending on whether you want to include specific items.

Auto-Populated Information:

• Primary contact information
• Job site address
• Associated job (clickable link)
• Job ID
• Files toggled for TRUE Field access

Yes, you can add manual checklist items to serve as task reminders for crews. These items don't affect inventory but must be completed before the ticket can be closed.

1. Open the work ticket
2. Navigate to the Items tab
3. Click Add or Manual Entry
4. Enter item description (e.g., "Remove debris" or "Verify measurements")
5. Item appears in the checklist for crews in TRUE Field

Only the first 6 stages will appear as buttons with counts. You can have more than 6 stages in the dropdown, but only the first 6 will have clickable buttons showing the count of tickets in each stage.

How Stage Buttons Work:

• Stages are displayed in alphabetical order
• Only the first 6 stages become buttons
• Each button shows the count of work tickets in that stage
• Clicking a button filters the list to show only tickets in that stage
• Additional stages beyond the first 6 remain available in the Stage dropdown

Work ticket stages are configured in Company Preferences and can be fully customized to match your workflow. Unlike the Jobs module where buttons are hard-coded, work ticket stages are completely flexible.

1. Click the Gear icon in top navigation
2. Select Categories
3. Search for "Stage"
4. Select Work Ticket stages
5. Create your custom stages
6. Use numbers to control display order (e.g., "01. Hold", "02. Preparing")
7. For more than 10 stages, use leading zeros (e.g., "01. Stage", "02. Stage")

Common Stage Examples:

• Hold: Work ticket is on hold pending information or materials
• Preparing: Work is being prepared or scheduled
• In Progress: Work is actively being performed
• QC: Quality control review in progress
• Problem: Issue requires attention before work can continue
• Completed: Work is complete and verified

Yes, work ticket stage buttons are completely customizable, which is different from the Jobs module where buttons are hard-coded.

Create a "Problem" stage (or similar) that crews can select when issues arise that prevent work from being completed. This provides visibility to supervisors and allows quick identification of tickets needing attention.

Setting Up a Problem Stage:

1. Navigate to Gear → Categories
2. Search for "Stage" and select Work Ticket stages
3. Create a stage named "Problem" (or "Issue", "Hold", "Blocked")
4. Use numbering to control display position (e.g., "05. Problem")
5. The Problem stage will appear as a button showing count of affected tickets

Using the Problem Stage:

• Field Crew: Changes work ticket stage to "Problem" when issues arise
• Supervisor: Clicks "Problem" button to see all flagged tickets at a glance
• Resolution: After issue is resolved, crew changes stage back to "In Progress" or "Ready"
• Notes can be added to the ticket explaining what the problem was

Common Problem Stage Use Cases:

The recommended workflow is to use the Stock Pull feature from the Job Items view. This pulls inventory from stock and associates it with the job and work ticket.

1. Navigate to the Jobs module
2. Open the Job record
3. Go to the Items view
4. Batch select the items you want to pull from inventory
5. Click Actions
6. Click Stock Pull
7. System prompts: "Reserve or Use?"
8. Select Use
9. Inventory is pulled from stock and assigned to the job

The distinction between items and inventory items is critical for understanding how work tickets affect your stock levels.

By default, inventory is depleted when the work ticket is marked complete, not when the work ticket is created. This is controlled by the "default outcome" setting.

Inventory Pull Workflow:

1. Stock Pull Action: Records that inventory is pulled from stock and assigns it to the job
2. During Work: Inventory is reserved but not yet depleted
3. Work Ticket Completion: When ticket is marked complete, actual depletion occurs
4. Stock levels update at completion time based on default outcome setting

Ticket outcomes control what happens to inventory when you complete a work ticket. The outcome setting determines whether inventory gets depleted, returned, or left unchanged.

How to Set Ticket Outcome:

1. Open the work ticket record
2. Locate the Outcome field
3. Select Deplete Inventory if items should be depleted upon completion
4. When ticket is marked complete with items checked off, quantities are depleted from inventory

The Stock Pull option only appears when the selected items have actual inventory records in your system.

Possible Reasons Stock Pull Isn't Showing:

• Items don't have inventory records created in the Inventory module
• Items are regular catalog items that aren't tracked in inventory
• No inventory is available for the selected items
• Items need to be configured as inventory items first

Solution:

1. Navigate to the Inventory module
2. Create inventory records for the items
3. Return to the Job Items view
4. Stock Pull option will now appear in Actions menu

TRUE provides two types of eForms for work tickets, each designed for different purposes with different field layouts.

Both eForms can include:

• Schedules
• Assigned users
• Attributes
• Contact information
• Scope of work
• Items with checkboxes
• Signature blocks
• Notes and instructions
• Terms and conditions

Generate a work ticket eForm to create a printed checklist for shop teams. The eForm displays all items with checkboxes that can be marked off manually as work is completed.

1. Open the work ticket record
2. Click the PDF icon or navigate to the eForms section
3. Select Work Ticket
4. Choose show options (schedules, assigned users, items, signature block, etc.)
5. System generates the PDF with all items displayed with checkboxes
6. Print the eForm
7. Give to fabrication team to check off items as completed
8. When form is returned, mark items complete in TRUE
9. Mark work ticket complete

Yes, when generating an eForm you can choose which elements to display. You can also configure default show options to streamline eForm generation.

Available Show Options:

• Schedules
• Assigned users
• Attributes
• Contact information
• Scope of work
• Items
• Signature block
• Notes
• Terms and conditions
• Custom fields

To Set Default Show Options:

1. Click the Gear icon in top navigation
2. Select Settings (your user icon)
3. Navigate to the eForms section
4. Configure default settings for Work Ticket eForms
5. Save your preferences

Yes, TRUE Field performs a text match between the resource name and the user account name. If you assign "John Smith" as a resource to a schedule, the user account must also be exactly "John Smith" for TRUE Field access to work.

Setup Requirements:

1. Create a user account in Settings → Users / Access
2. Create a matching resource in Company Preferences → Calendar Section → Resources
3. Ensure the resource name exactly matches the user account name (case-sensitive text match)
4. Create schedule from work ticket
5. Assign the resource to the schedule
6. User can now access the work ticket in TRUE Field

There are four methods for granting TRUE Field access to work tickets. Schedule-based access is the most common and recommended method for field crews.

Yes, when the schedule end date passes, crews no longer see that work ticket in their Schedules list in TRUE Field. This automatic access expiration keeps the mobile view clean.

If you need to extend access:

• Edit the existing schedule to extend the end date
• Create a new schedule for the work ticket with updated dates
• Assign the crew member as a resource to the new schedule

No, if the work ticket has items, you must mark all items as complete before you can mark the ticket itself as complete. This is enforced by the system to ensure all checklist requirements are met.

1. Navigate to the Items tab in the work ticket
2. Click Mark Complete for each item
3. Alternatively, use batch complete if all items are done
4. Once all items are marked complete, the Incomplete/Complete button becomes available
5. Click the button to mark the work ticket complete

Several automated actions can occur when a work ticket is marked complete, depending on your system configuration.

Automatic Actions That Can Trigger:

• Completion Date Recorded: System timestamps when the ticket was marked complete
• Inventory Depletion: If items are set to "deplete inventory," stock levels are reduced at completion
• Alert Notifications: System can alert assigned users or managers that ticket is complete
• Review Trigger: Completion can trigger review workflow if configured
• Auto Archive: Completed tickets can automatically archive after a set period

The Review button provides an intermediate approval step between field completion and office processing. It allows managers to verify work before moving forward with billing or closing the job.

Review Workflow:

1. Field crew marks work ticket complete in TRUE Field
2. System sends alert to office that ticket is ready for review
3. Manager or project manager opens the work ticket
4. Manager reviews uploaded notes, images, and verification
5. Manager clicks Review button to approve
6. Manager can then jump to the associated job to create invoices or close the job
7. Process moves forward with approved completion

No, if a job has open (incomplete) work tickets or tasks, you cannot mark the job itself as complete. All work tickets and tasks must be completed first.

Before marking a job complete:

1. Open the Job record
2. Navigate to the Work Tickets tab
3. Verify all work tickets are marked complete
4. Navigate to the Tasks tab
5. Verify all tasks are marked complete
6. Once all work tickets and tasks are complete, you can mark the job complete

No, items are optional. You can create a blank work ticket with just a description and instructions without adding any items.

When Items Are Useful:

• Product Tracking: Track specific products that need to be pulled from inventory
• Fabrication Requirements: List items that need to be built or fabricated
• Checklists: Create mandatory task lists that crews must complete
• Verification Steps: Ensure critical steps are completed before marking ticket done
• Documentation: Create audit trail of what was completed

Yes, you can add products from inventory to work tickets using two methods.

Manual checklist items appear in the Items list just like product items. Each has a Mark Complete button, and crews must check off all items before they can mark the overall work ticket complete.

In TRUE Field:

• Crew opens the work ticket
• Taps the Items button
• All items (products and manual checklist entries) are listed
• Each item has a Mark Complete button
• Crew marks items complete as work progresses
• System prevents marking the ticket complete until all items are done
• This ensures all required tasks are verified before completion

Yes, work ticket items function as a mandatory checklist. The system will not allow a work ticket to be marked complete until all items have been marked complete.

How This Works:

• Add items to the work ticket (products, manual checklist entries, or both)
• Each item must be individually marked complete
• The "Complete Ticket" action is blocked until all items show as complete
• This enforcement applies in both TRUE desktop and TRUE Field mobile

Practical Applications:

Materials and Work Ticket Items serve different purposes and are tracked separately in TRUE. Understanding the distinction helps you use each feature appropriately.

Key Differences:

• Independence: Materials are separate from work ticket items and invoice line items
• Modifiable: Changing materials doesn't affect pricing or invoiced amounts
• Purpose: Materials track what you need to order; items track what needs to be completed
• Staging: Materials have their own stage field for tracking procurement status

Stage Labels determine which 6 stages appear as orange filter buttons in the Work Tickets module list view. While you can have unlimited stages in the Categories module, only the 6 stages you specify in Stage Labels will show as buttons.

Accessing Stage Labels Configuration:

1. Click the Gear Icon (⚙️) in the top right
2. Select Company Preferences
3. Scroll to Work Tickets section
4. Find Stage Labels at the top
5. Enter 6 stage names in the numbered fields (1-6)

Example Stage Labels Setup:

• 1. New
• 2. Hold
• 3. Released
• 4. Working
• 5. Quality Control
• 6. Pending Approval

Best Practices:

• Choose your 6 most frequently used stages for the button bar
• Match the names exactly to your stages in Categories module
• Order them logically (workflow sequence or frequency of use)
• Remember: All stages are still available in the dropdown regardless of button visibility

Work Tickets has 11 company preference settings that control default behaviors, automation, and display options. Access these via Gear Icon → Company Preferences → Work Tickets section.

Stage Labels (6 fields):

Choose the 6 stages you would like to show on the orange button bar in the Work Tickets module. While you can have many stages configured in the Categories module, only 6 will show on the button bar.

Add All Attributes (checkbox):

Whenever a new Work Ticket is created, all available attributes will automatically be added. Uncheck to manually add attributes per ticket.

Empty Date (checkbox):

Whenever a new Work Ticket is created, the date field will be left empty. Uncheck to automatically populate with creation date.

Time Clock Initially Off (checkbox):

When checked, if a work ticket is created, the time clock feature will initially be turned off. Users must manually enable time tracking for the ticket.

Hide Work Ticket Item Notes (checkbox):

When checked, Work/Pick Ticket Items will no longer show notes in the list but display more of its description. Useful for cleaner item views.

Assign Self (checkbox):

Whenever a new Ticket is created, the user who created it will automatically be assigned. Uncheck for manual assignment only.

Set Description (checkbox):

Whenever a new Work Ticket is created from a Job, the "Description / Scope / Instructions" field in the newly created Work Ticket will be set to match the same field in the Job.

Set Related (checkbox):

Whenever a new Work Ticket is created from a Job, any file that is toggled for "Field" visibility will automatically be linked to the newly created Work Ticket. Files in a folder will be ignored.

Custom App (checkbox):

Whenever navigating to Work Ticket module if this is check it will navigate user to their custom Work Ticket layout. Used for specialized workflows or integrations.

Auto Archive Delay (text field):

If a value of zero or more is entered, work tickets that are marked as "Complete" will be automatically archived based on the number of days indicated by the entered value. Leave empty to disable auto-archiving.

Outcome (dropdown):

If an Outcome is selected, all Tickets created will always default to this Outcome. Otherwise, the Outcome will be set based on TRUE's default behaviors. Common option: "Job Item Stage" to sync with job items.

Stage Labels and Stages are two separate but related configurations that work together to control the Work Tickets module interface and workflow.

Stages (Categories Module):

• Location: Settings → Categories → Stages → Work Tickets
• Purpose: Define ALL possible stages for work tickets
• Quantity: Unlimited—create as many as needed
• Usage: Appear in the Stage dropdown in every work ticket
• Example: New, Hold, Released, Working, QC, Approved, Problem, On Hold, Completed, Archived (10+ stages)

Stage Labels (Company Preferences):

• Location: Gear Icon → Company Preferences → Work Tickets → Stage Labels
• Purpose: Choose which 6 stages appear as orange filter buttons in list view
• Quantity: Exactly 6 (no more, no less)
• Usage: Quick filter buttons at top of Work Tickets module
• Example: New, Hold, Released, Working, Quality Control, Pending Approval (most frequently used 6)

How They Work Together:

1. First, configure all needed stages in Categories module (unlimited)
2. Then, select your 6 most important stages for Stage Labels in Company Preferences
3. The 6 selected stages appear as orange buttons in Work Tickets list view
4. All stages (not just the 6) remain available in the Stage dropdown
5. Users can filter by button (quick) or use dropdown (all options)

Several configuration issues can prevent TRUE Field users from accessing work tickets. Check each of these requirements systematically.

Checklist for TRUE Field Access:

1. User Assignment: Verify user is assigned to the work ticket, job, or contract (or assigned as resource to schedule)
2. Active Schedule: If using schedule-based access, verify schedule dates include today's date
3. Resource Name Match: Verify the resource name exactly matches the user account name (case-sensitive)
4. TRUE Field Enabled: Verify user account has TRUE Field access enabled in Settings
5. Module Permissions: Verify user has access permissions to the Work Tickets module
6. Schedule Expiration: If schedule has ended, create new schedule or extend end date
7. App Refresh: Have user close and reopen TRUE Field app to refresh data

If inventory isn't depleting upon work ticket completion, check these configuration settings and item types.

Possible Causes:

1. Items vs. Inventory Items: Check the column header—if it says "Item" (not "Inventory"), these are regular items that don't affect stock
2. Default Outcome Not Set: Verify the default outcome is set to "deplete inventory" for inventory items
3. Stock Pull Not Performed: Use the Stock Pull workflow (Actions → Stock Pull → Use) before completing ticket
4. No Inventory Records: Items must have inventory records created in the Inventory module
5. Ticket Not Actually Complete: Verify the work ticket is marked complete, not just the individual items

If the system prevents you from marking a work ticket complete, there are specific requirements that must be met first.

Requirements for Completion:

1. All Items Complete: Go to Items tab and verify every item is marked complete
2. User Permissions: Verify your user account has permission to mark work tickets complete
3. Required Fields: Verify all required fields on the work ticket are filled in
4. Work Ticket Locked: Check if work ticket is locked—unlock it via Options button

Work Tickets has 16 permissions controlling access and actions. Configure these in Settings → Access Permissions.

Module Access:

Security Permissions (12):

Alert Permissions (3):