WIN THE PROJECT
CRM / LEADS
Manage your company’s sales leads and opportunities. Assign prospects to your sales team for follow-up, and allow them to track all their activities and notes.
QUOTES / ESTIMATES
Put together quotes for your clients quickly using either our built-in pricing database, or by using one of our integrations that pulls in line items from other takeoff software.
BIDS / PROPOSALS
Generate beautiful-looking proposals for your bids using our built-in proposal generator. Then track all active bids and related documentation in our Bids module, preventing your team from missing any future due dates.
CALENDAR / SCHEDULING
Ditch the white board on the wall by taking advantage of our robust, customizable built-in calendar and scheduling tools. Easily track all available resources, and share schedules with the field using our TRUE Field app.
MANAGE THE PROJECT
Manage your contract jobs through our Contracts workflow. Stay on top of your budget by easily tracking your Schedule of Values on your larger projects.
Quickly create work tickets for your jobs, giving your team detailed instructions on what to do. You can either print these out, or assign them digitally to be viewed with our TRUE Field phone app.
Ditch the paper timesheets in favor of our GPS-enabled time clock. Access it from your desk, or from our phone app TRUE Time, which works on both Android and Apple phones. Allow your crews to quickly and easily punch in and out of jobs, work tickets, facilities, etc.
DAILY FIELD REPORTS
Allow your field crews to create formalized daily labor reports from our TRUE Field app in only a few easy steps. These reports get automatically generated and sent back to the office digitally inside TRUE.
TRACK THE PROJECT
SUBMITTALS / COs /RFIs
Ditch the filing cabinet and properly, digitally log all your Submittals, Change Orders, RFIs and Transmittals thanks to our document storage features.
eFORMS / eSIGN
TRUE is full of electronic form (eForm) templates allowing you to quickly generate quotes, purchase orders, work tickets, invoices, etc. Signatures can either be captured by fingertip if using TRUE on a mobile device, or can be captured digitally through our eSign feature.
INVENTORY W/ BARCODING
Better manage your inventory with TRUE. By ordering materials with POs then receiving them using TRUE, allow us to help maintain product counts. Take control of your inventory by generating your own barcodes that can be later scanned using TRUE on a mobile device such as a tablet.
SHIPPING / RECEIVING
Track all of your shipments, whether it’s material being ordered from your suppliers or product being sent out to the jobsite. Allow TRUE to quickly generate labels, manifests and BOLs. When a truck pulls up to the dock, make receiving shipments a breeze with our mobile-friendly interface.
TAKE THE PROJECT TO THE BANK
Become more proactive in managing the costs of your jobs using our built-in job costing tools. Quickly generate WIP reports giving upper management a clear picture of how the jobs are doing.
Properly create (if able) and/or track all of your pay requests, ensuring you keep the money flowing on large projects. Receive automatic alerts when pay apps are due so you don’t skip a beat.
Allow more members of your team to become involved with Purchase Order Requests. With a few clicks of a button, quickly generate POs and send them off to your suppliers digitally. Qualify yourself for quantity discounts by allowing TRUE to reconcile multiple material orders across multiple jobs, on a single PO.
Save time by generating invoices within TRUE. We know your client’s information, what you’re selling and for how much. Simply click a few buttons to have an invoice created and sent in a matter of moments, then properly track all invoices so you get paid for all the work you completed.