Project Version Module Description
TRUE 19.1.09 Integration | Beiing Human Updated TRUE's integration with Beiing Human A/P Automation API.
TRUE 19.1.09 Company Preferences Added a "Auto Follow-Up in Days (Quotes)" and "Auto Follow-Up in Days (Bids)" to modify the automatic follow-up date for Quotes vs Bids independently.
TRUE 19.1.10 Time Review TRUE's time keeping system now supports 1 minute intervals.
TRUE 19.1.10 Quotes Added "Sent By" column in Excel export from Quotes module.
TRUE 19.1.10 Purchasing Improved the Payment Method setting in POs to automatically set based on a variety of workflows when a Vendor is known or set.
TRUE 19.1.10 Bills In the Advanced Filter for Bills, users can now additional search by "Cost Code", "G/L Account", and "Contract Items".
TRUE 19.1.10 Contracts A count of pending Change Order Requests now appears in the "Notifications" section of selected Contracts.
TRUE 19.1.10 Quotes Added "Activities" option to the "View" button in a selected Quote record.
TRUE 19.1.12 Integration | LogiKal Updated LogiKal import to new format and set up Product matching, for inventory control, during import.
TRUE 19.1.10 Messages Added the ability to "Filter" Messages by "Unread" messages, assigned to the user.
TRUE 19.1.10 Bids Users can now remove the "Primary" status of a Bidder in a Bid record.
TRUE 19.1.16 Miscellaneous The Dynamic Grid feature, found in most modules, will now default to 100 records shown or use the "Record Load Limit" setting in User Preferences.
TRUE 19.1.10 Email Templates The Email Templates feature for the "Contracts" module now supports the ability to use merge field options within a Submittal, RFI and Transmittal.
TRUE 19.1.10 Integration | eMullion Estimate data can now be imported from eMullion (e/PWS) into a Bid to further reduce data entry. This makes creating a proposal even easier.
TRUE 19.1.12 Bids Added Bidder Table View to the Bids module, allowing users to generate, sort, and export Bidder data in unique ways.
TRUE 19.1.10 Wages Payroll withholdings can now be additionally defined to be aggregated as needed on a Certified Payroll report.
TRUE 19.1.11 Users / Access Profiles can now be "Granted Full Access".
TRUE 19.1.12 Pay Requests Fully redesigned how Pay Apps are created and used in Pay Request mode. They can now more easily be modified, emailed/texted directly from TRUE, stored as a File, and eSigned.
TRUE 19.1.11 Purchasing A set of line items can be configured as a default List Template for POs.
TRUE 19.1.12 Files Improved performance when searching through tens of thousands of images.
TRUE 19.1.17 Integration | eMullion An eMullion "Installer Guide" can now be imported into TRUE which automatically reads the document, creates a Work Ticket for each Door, links the material for that door to the ticket, and uploads the assembly instructions for that door to the ticket.
TRUE 19.1.12 Forecasting Added "Stored Material" feature in Forecasting feature. This can be used by Project Managers to forecast stored material billing amounts for use in the Pay Request Wizard.
TRUE 19.1.12 eForms Added the ability to perform a "Category" search when attempting to add existing files to a generated eForm.
TRUE 19.1.16 Files eForms saved as a File now inherit their ePay and eSign capabilities throughout TRUE and in TRUE Field. Example use cases: 1. A field technician uses TRUE Field, but needs to collect payment either before work begins or after it's finished. If a Quote, Down Payment, or Invoice eForm has been saved for them, the field technician can use the "ePay" feature on their phone to take a payment. 2. A delivery driver needs to obtain a customer's signature on a Ticket during drop-off. If a Work Ticket has been saved for them, the driver can use the "eSign" feature on their phone to obtain the customer's signature digitally and email them a copy.
TRUE 19.1.12 Forecasting Added billing notification feature for pay request forecasts. When clicked, billing team members will be notified when a forecast is ready for them to review. This is also available in the View Pay Requests module. Pay Requests now have Stages. Examples of stages are "Problem", "Pending", "Sent", etc.
TRUE 19.1.12 ePay When using a Bank as a payment method within ePay, TRUE will now refresh more quickly after a new bank is added to display it and remind the user to refresh if they want to do so even quicker.
TRUE 19.1.14 Calendar (DayBack) Groups of calendar Resources can now be created and linked to each other. This allows personnel to be linked to a Crew, Vehicle, Work Station, etc. Schedulers can then schedule a Group, instead of individual people, yet those people will still be automatically resourced because of their link to that Group. This makes scheduling easier and faster.
TRUE 19.1.15 Purchasing Added "Turnaround Analysis" report in POs module. This sub-summarizes by Vendor all POs in the current list, shows how many days it took the vendor to "turnaround" the order, and give an average per vendor.
TRUE 19.1.15 Time Card The "Overtime Report", available within the Time Card module, not breaks out Overtime by Tier 1 and Tier 2.
TRUE 19.1.14 eSign Improved eSign feature when on a phone sized screen. User can now rotate to landscape view to sign and back to portrait again when done. Also, eForm now resizes better to fit the screen size for smaller phones.
TRUE 19.1.14 Calendar (DayBack) Column separators in Calendar that represent different days are now clearly identifiable.
TRUE 19.1.17 Message Templates Added a "Message Templates" feature in Company Preferences to allow users to configure unique templates for texts messages sent from the system.
TRUE 19.1.14 Contracts Sub-summary totals have been added to "Table View" feature within the schedule of values section of the Contracts module. A user can navigate to the "Financial" mode of a Contract, click the small "gear" icon, choose "Table View", then sort by "Category".
TRUE Products / Services
TRUE 19.1.15 eForms Improved how Contract eForms are generated and listed in the Repository.
TRUE 19.1.17 Data Grid Added a "Project Name" column within the Dynamic Grid View within the Jobs and Quotes modules.
TRUE 19.1.16 Materials Added "Copy" and "Paste" functionality to this module. For example, if you have materials for one job or contract and want to copy some or all of them over to another job or contract, this feature makes it easy to do.
TRUE 19.1.17 Attributes Improvements to the Attribute fields across TRUE to now support auto-fill.
TRUE 19.1.17 eForms Added a "Non-Billable Price" Show Option within eForm ID 30 to allow users to display non-billable line items without including them in pricing totals.
TRUE TBD Contracts "Summarized WIP" report now includes "Hours" column which indicates <> / <>.
TRUE 19.1.01 Invoices A "Cost Codes (via Products)" field has been added to the Advanced Filter for the Invoices module.
TRUE 19.1.01 Users / Access Improved Access Wizard.
TRUE 19.1.01 Integration | AVAWare AVAWare XML files can now be imported into TRUE as Materials.
TRUE 19.1.01 Alerts Receive alert notifications for sent bids due for a follow-up by using Access ID 30.
TRUE 19.1.01 Company Preferences New "Maximum Bill Amount" feature added. This will require a Manager Approval on Bills (Vendor Invoices) that exceed the amount, if applicable.
TRUE 19.1.01 Opportunities Similar to how Leads work, if an Opportunity has a "Review Date" set, an alert notification will be sent on that date to anyone assigned to the Opportunity or anyone with Access ID 1436.
TRUE 19.1.03 Work Tickets When a Schedule linked to a Work Ticket is moved, an activity log entry will now be created in the associated Work Ticket.
TRUE 19.1.01 eForms The "Stamp" boxes on the "Submittal" eForm can now be hidden by utilizing the Show Options.
TRUE 19.1.01 Messages Access to the Messages module now requires the Messages Package to be active within a subscription.
TRUE 19.1.01 Integration | Kawneer Order Acknowledgement line items from Kawneer can now be imported into Purchase Orders via Partner Apps feature.
TRUE 19.1.01 Clients Add "Generic" toggle in Clients module. This can be used for Clients that are used for purposes such as "Showroom", "Walk-In", "Cash", etc. When using Point of Sale with a Generic Client, previously used Card or Bank information is not available for reuse.
TRUE 19.1.01 Clients Adding new clients are easier now with a simple to complete window that appears from anywhere in TRUE.
TRUE 19.1.01 Jobs Line items from Jobs can now be exported to Excel with full detail.
TRUE 19.1.01 Integration | DataRails New integration with DataRails (https://www.datarails.com)
TRUE 19.1.01 Clients Improved batch Statement creation feature. eForm #43 will now be used by default and users will be prompted to enter a date range for when the statement was created.
TRUE 19.1.01 Files Added Access ID 26 to control who receives alerts for files uploaded into jobs/contracts they're assigned to.
TRUE 19.1.01 Schedule Added support for "Unscheduled" events and schedules throughout TRUE. Newly created events/schedules can now automatically be set to "Unscheduled" when initially created. Also, they can now be searched for and modified from within the Events and Schedules modules. These features mean the Unscheduled panel in the calendar is now easier than ever to use to help organize complex resourcing needs.
TRUE 19.1.01 Contracts When selecting PDFs to sequence for a Submittal, the list that appears will first only show available PDFs currently linked to the same contract.
TRUE 19.1.01 Taxes Users are now offered to select a Bank Account when remitting Sales and Use Tax rather than TRUE automatically referring to the Default Cash Account.
TRUE 19.1.01 Pay Requests When new Applications for Payment are created, the Subcontractor field, which is typically set with the default Company/Brand, can now instead be set with a default setting in Company Preferences. This is helpful when firms use different branding for their commercial division.
TRUE 19.1.01 Calendar (DayBack) Added a "Notify Client" feature in the Calendar to allow users to utilize the "Notify Client" feature found in Quotes and Jobs within TRUE.
TRUE 19.1.03 Alerts The following alerts will now include the division or facility pertaining to them when created. The Access ID is in parenthesis: Alert when Invoices are Created (1223) Alert when Tickets are Created (1306) Alert when Contracts are Created (1309) Alert when Purchasing (PO) is Created (1481) Alert when Jobs are Created from Quotes (1524) Alert when eForms are eSigned (1588) Alert when Quotes are Due for Follow-Up (1602) Alert when Payments are Received via ePay (1611) Alert when Tickets are Completed (1614) Alert when Opportunities are Created (1621) Alert when Bids are Created (1622) Alert when Leads are Created (1632) Alert when Jobs are Completed (1636)
TRUE 19.1.01 Materials Purchase Orders can now be directly created form the Materials list instead of having to always create Requests. Additionally, materials that are linked to a job-site opening/area can now have that mark # automatically appear in the created Purchase Order. This also works when material items are consolidated for ordering purposes.
TRUE 19.1.01 Quotes In the Quotes or Jobs module, when a new Point of Contact is selected or newly added, if the linked Client doesn't yet have a primary Contact, it will now automatically be linked.
TRUE 19.1.01 Messages When sending new messages using the "Messages" module, pre-set messages can now be selected to be sent quickly. These can be set up in the Categories module within TRUE.
TRUE 19.1.01 Messages Added new section in Company Preferences to list the TRUE users who will be automatically assigned to new inbound messages. When pictures (or files) are included in a text message received by TRUE, it's now saved in TRUE as a File. Additionally, if the message thread in TRUE is linked to a source (a Quote, Contract, etc) the file will also be automatically linked to it.
TRUE 19.1.01 Time Review A punch duration can now be entered instead of using the Finish Time feature.
TRUE 19.1.01 Dashboard Added "Purchasing" Dashboard. This will allow user to navigate directly to the "Purchasing" module. This feature is available in the "User Preferences" module > "Dashboard".
TRUE 19.1.04 Transactions Added a batch select option within the "Transactions" module to allow users to reconcile multiple items at once.
TRUE 19.1.01 Schedule Whenever the map feature for an event or schedule is used, you'll be asked if you want to view the destination or obtain directions from your current location.
TRUE 19.1.01 CO Requests When a CO Request is upgraded to a Change Order by an authorized user with Access ID 636, an alert notification will be sent to any other authorized user who also has the same access.
TRUE 19.1.01 Training Added "Training" report now available in Personnel, Reports, and Training modules. This shows all training (OSHA, Background, Equipment, etc) sub-summarized by personnel.
TRUE 19.1.02 Quotes Clicking on a phone number in the Quotes or Jobs module will now allow you to quickly copy it for use in a phone system app.
TRUE 19.1.03 Files Added support for uploading folders to TRUE's File system. When a folder is uploaded, any existing subfolder structure will be maintained and recreated in TRUE. This allows users to easily upload entire directory structures containing multiple files and subfolders into TRUE in one operation.
TRUE Fence 03.0.1 Details Added a "Clear Client" and "Clear Contact" button within the "Information" module in the TRUE Fence app. This will allow users to more easily clear the linked Client and Contact record without unintentionally modifying a previously selected/existing record.
TRUE 19.1.04 Calendar (DayBack) Improved "Queued" schedule feature in Calendar. Schedules currently "queued" will not appear in the schedule list in TRUE Time or TRUE Field now. The "Unscheduled" counts shown in the Quotes and Jobs modules now ignore "queued" schedules.
TRUE 19.1.02 Integration | GDS Estimating Added support for GDS v16.
TRUE Fence 03.0.1 Catalog Catalog Items with Components are now easy to find with a new "Components" checkbox available in the Advanced Filter.
TRUE 19.1.02 Products / Services Improved user interface for Products / Services module. This also includes the addition of the Dynamic Grid view, which allows you to choose your own columns, sequencing, and sub-summary sorts.
TRUE 19.1.02 Expenses Job Costing for Expenses now happens automatically during the process of approving Expenses.
TRUE 19.1.02 Leads When adding addresses in Leads, you can now select from an existing address.
TRUE 19.1.03 Products / Services When importing data from multiple take-off tools, TRUE now allows storing multiple "match keys" to maintain inventory support in all cases.
TRUE 19.1.03 Files Added the ability to download folders as well as multiple files at once via "batch" select.
TRUE 19.1.03 Email Templates Added the ability to add "hyperlinks" to Email Templates.
TRUE 19.1.08 Calendar (DayBack) When creating a schedule from a PO record, the POs associated Job record will now populate as the "Cost Center". Additionally, we have added the ability to jump to a linked Purchase Order record from a Schedule record.
TRUE 19.1.06 Integration | GDS Estimating The "Labor" file exported from GDS v16 can now be imported into the Estimates mode of a Bid.
TRUE 19.1.05 Bids Vendor Quotes can now be linked to Bid Estimate line items in batches.
TRUE 19.1.10 Contacts Improved how related items in TRUE are shown from the perspective of a Contact. This makes it easier to see what a Contact is linked to, how many items there are, and a single click will navigate you to see everything you're looking for.
TRUE 19.1.04 Messages When the "Notify Client" feature is used in Quotes, Jobs, or Tickets, the Message Thread that is also created, will show the user as assigned.
TRUE 19.1.05 Bills In Bills module, adjusted line items display to include “Cost Code”, “Contract Item”, “G/L Account”, and “Class”, if available.
TRUE 19.1.08 Addresses When addresses are entered in TRUE, they'll automatically offer auto-complete options to select from.
TRUE 19.1.05 Messages Improvements to the "Messages" module in TRUE. By default, loading the Messages module will display "My Messages" filter. When a client responds back to an exiting message thread, the assigned users will now correctly see the updated unread count over the "Messages" badge to show the total amount of unread messages. When using the "Notify Client - Text" feature to create a new message thread, the user will be correctly assigned to the thread.
TRUE 19.1.05 Integration | QBD/QBP/QBE QuickBooks Enterprise users, while using the "TQB" connector app, can now jump to records ready to sync. Previously, this was only a feature for QuickBooks Online users.
TRUE 19.1.05 Pay Requests Contracts can now be filtered by whether they have a "retainage balance".
TRUE 19.1.05 eForms Located within a selected Bid, found in the eForm generation screen for a "Proposal" under Step 5, a new Show Option for "Subsummary Tax" has been added. When toggled on, the total tax amount for each Estimate will show on the eForm PDF.
TRUE 19.1.05 Bills Job Costing entries for Bills linked to a Subcontractor can now be set to a type of "Labor" instead of just "Invoiced".
TRUE 19.1.05 Users / Access Access ID 914 has been adjusted to disallow access to line item edit views within the Quotes and Jobs modules.
TRUE 19.1.05 ePay When customers use ePay to make a payment, the amount of that payment will now appear in alerts and activity logs shown to users.
TRUE 19.1.08 Time Card New "Advanced Filter" feature added for Time Card module.
TRUE 19.1.06 Integration | Sage Intacct TRUE now supports integration with Sage Intacct.
TRUE 19.1.05 Messages Made additional improvements to the "Messages" functionality. When using the "Notify Client" feature, the generated thread will now be correctly associated to the related record, as well as the assigned user. Additionally, when a new message is received, the messaging badge will correctly update with the "unread" count.
TRUE 19.1.10 Contracts Contract Item (SOV) Categories can now be pre-loaded via a Company Preference.
TRUE 19.1.08 Contracts Contract "Budget" amounts can now be entered directly from the Schedule of Values panel in the Financial mode. When used, this creates a Job Costing entry and assumes it's for Material.
TRUE 19.1.05 eForms Added the ability to attach PDF files to the "Waiver" eForm (ID #55) found in the Financial Releases section of a selected Contract.
TRUE 19.1.06 Schedule If the linked "Contact" for a "Schedule" record in TRUE is also toggled as a "Lead", selecting this field from a Schedule will now navigate the user directly to the Lead record.
TRUE 19.1.07 Email Card When the "Use Personal Signature Block" is toggled on for a user, and the "Notify Client" feature is used, the "Personal Signature Block" field will be toggled on automatically.
TRUE 19.1.06 Messages New "Message" badges added to bottom right corner of Leads, Quotes, and Jobs modules. This allows for even quicker viewing of whether there are messages available for these modules from the customer.
TRUE 19.1.08 Email Capture Invitations to Bid (ITBs) can now be more easily imported into TRUE via the Email Capture feature. You no longer need to first create an Opportunity in TRUE. Instead, simply forward the ITB to your email capture address with the code "KOSMASEC-PJ-NEW". This will create a new Opportunity automatically, upload and link any attachments, and link the email too. This feature is found in the "Opportunities" module > "+" icon > "Email Capture".
TRUE 19.1.07 Email Card Added Rich Text Editor "refresh" feature in eForm Email cards.
TRUE 19.1.09 Integration | Tax1099 Integration with Tax1099 now available. This pushes vendor and subcontractor data to Tax1099 for the purpose of electronically filing IRS 1099 forms.
TRUE 19.1.07 Contracts Added "Tickets" as an additional option in the "View" menu from within a selected Contract. Tickets could always be seen and navigated to within the "Labor" panel, but is an additional option.
TRUE 19.1.07 Help Ticket "Live Chat Support" feature now available in Help Menu. Allows users to chat with a TRUE Support team member live while using TRUE.
TRUE 19.1.07 Integration | QBO Synced "Expenses" in TRUE to QuickBooks Online now include Customer and Job/Contract information.
TRUE 19.1.09 Messages When assigning a "User" to a Messages thread, if the user has a "Messaging Alert" method set to include texts within their User Preferences, they will automatically receive the text without having their number assigned to the "SMS(Phone)" field.
TRUE 19.1.10 Alerts Added Access ID 1347 to alert users when Milestones are completed for Contracts or Jobs.
TRUE 19.1.10 Forecasting Users can now enter a Percent Complete in addition to Amount, when creating a Forecast for upcoming Pay Requests.
TRUE 19.1.08 Email Capture New feature to create Bills when using the Email Capture feature. For example, you receive a vendor's bill via email. Without taking any action in TRUE, forward that email to your Email Capture address with the code KOSMASEC-PI-NEW in the body. TRUE will recognize the code, create a new Bill record, upload any attached files and link them to the Bill.
TRUE Fence 19.1.10 Catalog Added the ability to utilize the TRUE Fence app within the Contracts workflow, specifically, TRUE Fence estimates can now appear within a Bid.
TRUE 19.1.10 Bills Users can now request Manager Approval for Bills. If a user is not assigned Access ID 765 (Manager Approval for Bills), when clicking the "Manager Approval" button, they will see the following dialog message: "You do not have access to approve this Bill as a Manager (Access ID 765). Do you want to request Manager Approval from those with access?". If they choose "Request", it will send an alert (in the Alerts mode) to all users who are assigned Access ID 765 to notify them that Manager Approval was requested for that particular Bill. This alert can be clicked on to navigate to the Bill.
TRUE 19.1.08 Bills From the Bills Module, users will now be able to update the 'Stage' for multiple Bills through our batch selection feature.
TRUE 19.1.08 Invoices Invoices can now have mailing labels printed (size Avery 5160)
TRUE 19.1.10 Integration | Glazier Studio / PartnerPak Combined Glazier Studio and PartnerPak import options.
TRUE 19.1.08 Jobs When creating invoices or accepting payments for a Job, new options are now available to make it even easier. The "Down Payment" and "Pay Invoice" features have been moved from the Options menu to the "Uninvoiced" popover. Additionally, "Cash Sale" and "Invoice 100%" have been added to further speed up workflows.
TRUE 19.1.09 Integration | QBD/QBP/QBE TRUE now automatically creates new tax types (Tax Jurisdictions) in QuickBooks Enterprise when syncing Invoices if it doesn't yet exist.
TRUE 19.1.09 Contracts Bills (Vendor Invoices) can now be created from the "New" menu within a selected Contract. Previously, you'd have to navigate to the "Financial" mode of a contract, then "Bills" sub-mode to do this.
TRUE 19.1.09 Jobs Bills can now be created directly from a Job. Previously, this was only a feature for Contracts. To do so click "View" and then the "+" icon within the "Bills" tile.
TRUE 19.1.09 Expenses The "Search", "Job / Contract", and "Vendor" search fields have been consolidated into a single search field.
TRUE 19.1.09 Pay Requests Within the "View Pay Requests" module, a PDF can now be created that matches what is viewed on the screen. This also supports the various sub-summary sort options available.
TRUE 19.1.09 New Contact Wizard Auto-complete address feature is now available when adding a new contact or lead.
TRUE 19.1.10 Leads Email templates can be created for Leads.
TRUE 19.1.09 Contracts In the "Subs" mode within a selected Contract, cost codes can now be added per itemized scope of work. This will additionally appear as a committed job cost entry when approved.
TRUE 19.1.09 Materials In the "Materials" module, added a batch select function found within the "Options" button. This "Combine" feature will automatically consolidate the selected products, matching them by Product.
TRUE 19.1.09 Company Preferences "Connection Log" has been moved from Company Preferences to History and improved to more clearly show external IP addresses and other connection information.
TRUE 19.1.12 Reports Financial reports in TRUE Accounting now generate significantly faster and no longer impact system performance for other users.
TRUE 19.1.09 User Preferences Added a "eForm Salesperson" section to "User Preferences" to allow users to manually configure the "Salesperson" data that populates Quote/Bid eForms across TRUE.
TRUE 19.1.09 New Contact Wizard When a contact search is performed with only a first name, TRUE will now perform a search on that field alone. Previously, TRUE would always ignore this field to avoid too many results from appearing.
TRUE 19.1.09 Integration | Glazier Studio / PartnerPak Improved Glazier Studio / PartnerPak integration for the "Stock Length Bid Summary" import.
TRUE 19.1.09 Miscellaneous The default sort order has been adjusted to "descending" in the following modules: Projects, Milestones, Leads, Quotes, Jobs, Opportunities, Bids, and Contracts.
TRUE 19.1.09 Purchasing When schedules are created from "Drop Ship" POs, the job-site address will now automatically be set as the location on the schedule.
TRUE 19.1.09 Bids Added a "Hide Projects" Company Preference to allow the ability to hide the "Projects" field within the Quotes, Jobs, Bids and Contracts modules.
TRUE 19.1.01 Messages When creating messages from a specific source in TRUE, like a Quote, Contract, Lead, etc, you're now asked if you want the message to be linked to it. This also means that the linked source can now be jumped to right from the message. Messages, within a Thread, now appear instantly during conversations. When messages are received externally, a contact can be created easily. This allows inbound text messages to be used as a source of new Leads.
TRUE 19.1.01 Company Preferences Bills can now be automatically archived after a set number of days after posting or syncing.
TRUE 19.1.01 Bills When a new Purchase Order line item is added to a Bill, if the Bill doesn't have a "Tax Type" set yet, an attempt will now be made to set it to match the "Tax Type" set from the Purchase Order, if applicable.
TRUE 19.1.01 Bills "Paid" checkbox has been added to the Bills Advanced Filter.
TRUE Fence 03.0.1 Drawing Added the ability to modify the font size of the measurements applied to a fence or gate segment within TRUE Draw v3.
TRUE 19.1.01 Login Whenever TRUE is updated, users now receive a dialog that appears the next time they login informing them of the update and an option to view this change log.
TRUE 19.1.01 Products / Services The "Reorder Report" can now be exported to Excel as well as in PDF format. Previously, it was only available in PDF format.
TRUE Fence 03.0.1 Settings A default eForm can now be set when using TRUE Fence app.
TRUE 19.1.01 Quotes Multiple versions of quote line items can now be created, stored, and recalled from within a single Quote. This prevents from having separate quotes when providing multiple options to a customer but not yet knowing which option they'll eventually choose.
TRUE 19.1.01 Contracts Added new Notification named "WIP / Contract Value Mismatch". This will appear if the total contract value doesn't match the total as distributed in the Job Costing system.
TRUE 19.1.01 Jobs Access ID 1635 was modified to deny modifying job "Archive" feature (users cannot archive or reactivate). A new alert was created to anyone with Access ID 1592 whenever a job is reactivated. This is the same access permission which allows users to create jobs.
TRUE Fence 03.0.1 Drawing Added an arrow tool within a selected segment in TRUE Draw v3 to allow the user to cycle through existing fence lines more easily. Additionally added functionality to support "tear-out" type lines.
TRUE 19.1.01 Files Whenever new pictures or files are uploaded into TRUE, whomever is assigned to the quote, job, contract, etc, that it's being uploaded into, will receive a notification. This is so project managers can be kept apprised when new information is added to their jobs/contracts. Additionally, in the Files module, recently uploaded pictures into jobs/contracts a person is assigned to can now quickly be shown within a time period. For example, if a project manager wants to see all of the pictures uploaded for the last week on their jobs/contracts, they can use this feature for the past 7 days. All the pictures will appear.
TRUE 19.1.01 Invoices Added "Sales by Product" and "Sales by Invoice Item" reports in Invoices module.
TRUE 19.1.01 Email Capture Added "Related" checkbox in Advanced Search. This allows captured emails to be found that have (or don't have) a related module. This is helpful if emails were captured without a code to link them to the appropriate source in TRUE.
TRUE 19.1.01 Contracts The "Performance" report in Jobs module and "Over/Under" report in Contracts module can now be sub-summarized by Division or Facility.
TRUE 19.1.01 Tasks Added new sort options in Tasks module for "Description" and "Due Date". Due Date now also shows more clearly.
TRUE 19.1.01 Posted Added a new 'Search Items' option to search for specific elements/line items of a Journal Entry.
TRUE 19.1.01 Reports Improved the "Sub Ledger Report".
TRUE 19.1.01 Bills Bills can now have line items quickly created from pre-set templates.
TRUE 19.1.01 Payroll Added new "Blended Overtime Rate" rule in Company Preferences.
TRUE Fence 03.0.1 Drawing Support the ability to select 3' wide Walk Gates in TRUE Draw V2.
TRUE Fence 03.0.1 Catalog Added a "Dynamic View" functionality to the TRUE Fence Catalog. This will allow users advanced filtering and sorting functionality with the ability to optionally show or hide certain fields.
TRUE 19.1.01 eForms Added two additional eForm Templates - "Cover - Option 2" and "Lump Sum - Option 1". "Cover - Option 2" template is an alternative cover sheet that gives additional space for "About Us" style text. The "Lump Sum - Option 1" template provides an alternative pricing sheet with the ability to pre-configure text templates and optionally add or remove line items as needed.
TRUE Fence 03.0.1 Selections Gate widths set in TRUE Draw now display in the selection list.
TRUE 19.1.01 Leads Improved "Source" report available in "Leads" module.
TRUE 19.1.01 Calendar (DayBack) Calendar events and schedules can now be "Cut" and "Pasted" somewhere else. This is helpful when having to adjust the resource view or move to a position not currently visible on the screen. A screenshot of the calendar can now be taken which allows for easier printing of the visible area. Use the new "Unscheduled" drop zone to move events or schedules to so they can be sorted and placed back on the calendar. This is helpful when you know a specific appointment or time slot isn't going to work but you don't know quite yet where to put it. These unscheduled items can be stored here, organized by priority, and then dragged back onto the calendar where they need to go.
TRUE 19.1.01 Calendar (DayBack) Calendar Events and Schedules can now have their resources and statuses modified en masse with a new easy to use option. Contact TRUE Support for more information.
TRUE Fence 03.0.1 Drawing In the no-scale version of TRUE Draw, all "Fence", "Gate" or "Tear-Out Fence" segments that are added to a drawing will automatically be assigned the "Group" of "A". This will help reduce the number of clicks involved for estimates that require multiple material types.
TRUE 19.1.01 Email Card When an invoice is to be emailed, the default billing email address will now pre-load.
TRUE 19.1.03 eForms New "Personal Signature Block Always Enabled" feature now available when email eForms. This can be toggled on/off within the User Preferences module.
TRUE 19.1.01 Reports The "Aged Receivables Detail" report now runs 10 times faster than previously.
TRUE 19.1.01 Bids When loading a Bid template, the description will be placed in the Description/Scope field of the Bid. If the multiple proposals/estimates feature is activated, the description will be loaded into the selected Estimate description.
TRUE 19.1.01 ePay ePay and eSign links are now valid for up to 1 year. Previously, they were only valid for 30 days.
TRUE 19.1.01 Integration | ArcSite Data synced to TRUE from ArcSite now can include Product ID to match with the same product in TRUE. This ensures both pricing and inventory control is maintained through the syncing process. Additionally, a "Vendor Update" feature is now available in TRUE to create products in TRUE that already exist in ArcSite.
TRUE 19.1.01 Contracts New "WIP Report (SOV)" now available. This report summarizes job costing data by Schedule of Values instead of using the standard method of summarizing by Cost Codes.
TRUE 19.1.01 Unposted When using the "Unposted" journal entries feature, the number of dialogs a user sees confirming various actions has been significantly reduced.
TRUE Fence 03.0.1 Catalog Added the ability to view products that are currently being used as a "Component" via the TRUE Fence Catalog "Advanced Filter".
TRUE Fence 03.0.1 Selections Added additional text within the selections mode to display various performance related data such as Sell Totals, Taxes, Labor Hours, Labor Sell Price, and Material Cost Totals. Added an Adjustment/Discount column to add or discount a percentage on top of the calculated Sell Price.
TRUE 19.1.01 Email Templates ePay is now available for "eForm Templates".
TRUE Fence 03.0.1 Login TRUE users with Access ID 1639 can now be restricted to only see the TRUE Fence app. Users are immediately navigated to a dashboard specially designed for fencing professionals to optimize their ability to see their appointments, create quotes, enter new leads, route to their customers, and obtain payments.
TRUE 19.1.01 Taxes New "Advanced Sales & Use Tax" package available for QuickBooks users. Now, QuickBooks users can enjoy the same tax reporting capabilities TRUE Accounting users have access to.
TRUE 19.1.01 eForms When a signature is deleted from an eForm, the "eSign" feature can now be used to sign it again. Previously, an eForm could only ever be signed once.
TRUE 19.1.01 eForms When the "Save as File" feature in a "CO Request" eForm is used, a copy of the PDF is now correctly stored in the contract's repository.
TRUE 19.1.01 Journal Improved error checks when an attempt is made to post a Bill to assist in preventing common data entry mistakes.
TRUE 19.1.01 Journal Improved audit trail tracking for when users unpost entries (if enabled), delete entries in unposted mode, reopen periods (if enabled), and close periods.
TRUE Fence 03.0.1 Catalog Added a "Pricing Sync" within the TRUE Fence Catalog to optionally sync product pricing data to linked records in the Products/Services module of TRUE.
TRUE 19.1.01 Contracts CO Requests can now more easily be found using the "CO Requests Proposal ID" field found in the Contracts module > "Advanced Filter".
TRUE 19.1.01 Posted Posted journal entries can now be filtered to only show those that were entered manually. Navigate to "Posted" > "Filter" > "Manual Entry" checkbox.
TRUE Fence 03.0.1 Catalog Improved import/export process with TRUE Fence product data.
TRUE 19.1.01 Files Improved how images appear while using the "Grid" view. Also, new "previous" and "next" feature while viewing a selected file to move quickly to other files without having to return to the list.
TRUE 19.1.01 Contracts New preference now optionally allows contracts to be immediately available for time keeping when created.
TRUE 19.1.01 Alerts New feature where users can now hide alerts they don't want to see anymore themselves.
TRUE 19.1.01 Jobs When a job is set to "Complete", anyone assigned to the job will now additionally receive an alert notification the job is complete.
TRUE 19.1.01 Jobs Added a "Schedules" column to the export option found in the Jobs module.
TRUE Fence 02.8.01 Drawing Unsaved changes when using TRUE Draw are now automatically saved and restored when using a poor internet connection.
TRUE 19.1.01 Receiving New Company Preference to disallow inventory items for being created for Contracts as a company default.
TRUE 19.1.01 Point of Sale A link can now be provided to a client to allow them to set up or modify their payment information stored with Stripe without needing an active invoice to do so. Stripe integration is required.
TRUE 19.1.01 Quotes When viewing quotes in a list, the "Unassigned" and "Unscheduled" counts will no longer include "Sent" quotes.
TRUE Fence 03.0.1 Catalog The "Material Type" options can now be fully customized.
TRUE 19.1.01 Time Review New "Assigned" filter option available in the Time Review module. This only shows personnel who have time punches on Jobs, Contracts, Divisions, or Facilities that you're assigned to. This helps supervisors approve punches for workers that frequently move between departments and jobs by other supervisors.
TRUE 19.1.01 Bids When selecting another product/service for existing line items in Quotes, Jobs, Bids, or Purchasing, the description text will only be set with the new product/service if it's empty; otherwise no change to the description text will be made.
TRUE 19.1.01 Work Tickets When creating a work ticket from a job, the "Estimated Hours" field will now automatically be set based on the hours from the job. If specific line items are selected, only hours from those line items will be included.
TRUE 19.1.01 Materials Materials created from Estimate line items will now show manually entered product descriptions by default, if available.
TRUE Fence 03.0.1 Selections Improved the ability to add labor only line items to a selections list.
TRUE Fence 03.0.1 Drawing Added "Existing Fence" option to fence type selection in TRUE Draw.
TRUE Fence 03.0.1 Drawing Objects, such as Circles and Rectangles, can now be duplicated to avoid having to be redrawn.
TRUE 19.1.01 Point of Sale When using the "Down Payment" or "Pay Invoice" feature available in the Quotes and Jobs modules, users will now be prompted if they wish to email a receipt to the client. This was previously only available from within the Invoice module.
TRUE 19.1.01 eForms eForm #13 (Proposal) now includes a Show Option labeled "Hide Zero Items". When enabled, line items with a zero value will be hidden on the proposal.
TRUE 19.1.01 eForms Updated format of eForms #13 and #22 to show more information in the available space.
TRUE 19.1.01 Contracts Added "Notes" feature to contract line items (Schedule of Values). These are now pre-populated if there were line item or estimate notes from the originating bid. Additionally, if a traditional "Fixed Price" or "Fixed Price w/Retention" invoice is created for a contract with itemized notes, those notes will now appear as itemized notes on the invoice.
TRUE 19.1.01 Purchasing | PO to SO When using the inter-company feature of automatically creating sales orders from another company's purchase order, the number of line items supported has now been increased to infinite.
TRUE 19.1.01 Bids Improved functionality around locking and unlocking Quotes, Jobs, and Bids.
TRUE 19.1.02 Invoices When a credit is created from a line item of an invoice, an entry in the Activity Log will now appear.
TRUE 19.1.01 eForms UX The way eForms are designed and what information appears on them can now easily be modified by the TRUE team to fit the unique needs of each customer.
TRUE 19.1.01 Contracts Improved export of Contract Items to include over a dozen additional data points.
TRUE 19.1.01 CO Requests Updated "CO Log" report to include additional information regarding Change Orders such as "Paid", "Invoiced", and "Balance".
TRUE 19.1.01 eForms eForm #58 (CO Request) now includes a new "Show Option" that replaces the "Proposal ID" with the originating contract's "CO ID" if selected.
TRUE 19.1.01 Payroll TRUE Accounting: A "View Entry" button has been added within a selected Payroll period in the Payroll module.
TRUE 19.1.01 Integration | LogiKal Improved LogiKal integration which allows Glass, Panels, general Orders, and Materials to be imported from LogiKal into the Materials module in TRUE.
TRUE 19.1.01 Integration | Glazier Studio / PartnerPak Glazier Studio data can now be imported into TRUE's Material module. The "Glass Stock Usage", "Stock Length Usage", and "Glass Cut List" reports are now supported.
TRUE 19.1.01 Payroll Payroll Breakouts will now default to use the HR based Work Comp Codes / Rates / States if a punch doesn't have a valid Work Comp Code via Activities.
TRUE 19.1.01 eForms Added a "Header" field to allow the user to rename the generated "RFI", "Submittal", or "Transmittal" eForms. Additionally added a "Show Option" for the Transmittal and Submittal eForms to optionally "hide" specified stamp options.
TRUE 19.1.01 Projects New "Projects" module available in Directory workflow. This allows for Quotes, Jobs, Bids, and Contracts to be linked to a Project. A common use of this feature is where a Subdivision will be a Project wherein many Jobs will be worked over time. This makes visibility and reporting easier to handle.
TRUE 19.1.01 Quotes Quotes can now be enabled as a "Template". This is controlled with a new feature in Company Preferences. When a template quote is upgraded to a job, a duplicate of the quote is automatically created and upgraded to a job. This allows the original quote to remain unchanged and ready for use again in the future.
TRUE 19.1.01 Purchasing Purchase Order line items can now be imported with a "Match ID" to allow TRUE to automatically link them to existing Products / Services.
TRUE 19.1.01 Addresses The "State / Province" field throughout TRUE can now be overridden with custom values. This can be useful to limit the states or provinces available, or to reorder them.
TRUE 19.1.01 Calendar (DayBack) New "Unscheduled" feature available in the Calendar. A slide panel can now appear on the right side of the calendar where schedules/events that have yet to be placed on the calendar can temporarily reside. Any schedule/event can be dragged into this area or it can appear if the "Unscheduled" toggle is enabled within a selected schedule/event. This is a great feature for schedulers who need to find open slots for jobs but don't know where to place them yet, and, when issues arise and need to reschedule a job, but don't yet know where to relocate it.
TRUE 19.1.01 Files When uploading files via a "Submittal", "RFI", "Transmittal", or "Vendor Quote", TRUE will now display all available folders but only show the files that were uploaded specifically for that source.
TRUE 19.1.01 eForms Improved eForms #13 (Proposal eForm, in Bids module) and eForm #22 (Itemized-Quote eForm, in Quotes module) which now include better spacing, column arrangement, etc.
TRUE 19.1.01 eForms Added the ability to add "Image" type files to the Invoice eForm (eForm ID #17).
TRUE 19.1.01 Bids Multiple proposals can now be created simultaneously for multiple bidders within the Bids module.
TRUE 19.1.01 Integration | Glazier Studio / PartnerPak PartnerPak data can now be imported into TRUE's Material module. The "Stock Length Bid Summary", "Frame Hardware Bid", and "Glass Cut List" reports are now supported.
TRUE 19.1.01 History Improved how History (Audit Log) entries are searched for ease of use.
TRUE 19.1.01 CO Requests Manual entry of a CO Request amount has been deprecated.
TRUE 19.1.01 Calendar (DayBack) Syncing TRUE calendar data to external calendars such as Microsoft Outlook or Google Calendar now includes the address information, if available.
TRUE 19.1.01 eForms The "IMAGES" feature for the "All-In-One" eForm (#30) has been adjusted to fit 1 picture (instead of 2) and take advantage of all available space.
TRUE 19.1.01 CO Requests Files uploaded within a CO Request will now additionally appear in the Repository/Files for the Contract.
TRUE 19.1.01 Miscellaneous Improved Activity Log look and feel as well as added the ability to edit manually entered entries. Additionally, the "FILES / EMAILS / NOTES" section has been completely replaced throughout TRUE and replaced with badges to more quickly interact with Files, Emails, Notes, eForms, Checklists, Reviews, and Events. A count of related items are shown with tooltips to show what each icon represents.
TRUE 19.1.01 Integration | QBO Updated QuickBooks Online integration to now allow for seamless and easy onboarding for new users via their online web session.
TRUE 19.0.50 Time Clock When using the "Time Clock" feature in TRUE, the following changes have been made: 1. You no longer have to enter a PIN code if you're already signed in as a user. 2. Added a "Start / Finish" button to the "Jobs" segments allowing faster clock in/out for field technicians. 3. Users with a keyboard, when needing to enter a PIN code, can now click "Enter PIN" and type it in instead of clicking on the onscreen PIN options. 4. When clicking "Start" in a Work Ticket, the user is no longer asked to confirm their cost center as that was redundant.
TRUE 19.0.50 Company Preferences Commissions can now be hidden when assigning users via a new setting in Company Preferences.
TRUE 19.0.50 Jobs Users with access to create Purchase Orders, can now do so directly from Job line items without having to first create Requests.
TRUE 19.0.51 Time Review Added "Earliest Allowed Start" optional feature found in Company Preferences. When enabled and an "Error Check" is ran on existing time entries, TRUE will automatically adjust the start time to the earliest allowed start time.
TRUE 19.0.50 Time Review The new optional "Apply Unpaid Break Automatically" feature in Company Preferences will apply an unpaid break with default start and finish times when the Error Check feature is run. Specifically, any day with more than 6 hours of combined "Work" and "Travel Between" type time punches are affected.
TRUE 19.0.50 Users / Access When using the "Access Wizard", entire modules can now be enabled or disabled with all access permissions contained within with a single click.
TRUE 19.0.50 Purchasing Purchase Orders with fractional quantities can now be marked as "Sent" as long as those line items with fractional quantities have their "Inventory" checkboxes disabled.
TRUE 19.0.50 Work Tickets Unarchived Tickets where "Time Clock" is enabled and with a linked Schedule that is before today will no longer be available to enter time on when using the TRUE Time mobile app. Tickets without a linked schedule will appear (assuming they're also active and the "Time Clock" is enabled). The purpose of this is to reduce the number of unneeded Tickets that are showing as available for workers.
TRUE 19.0.50 Vehicles Added new "Miscellaneous" field in Vehicles module. This can be used to show additional unique information about a vehicle (or equipment) that didn't fit with any other available option.
TRUE 19.1.01 Time Review New method for reviewing, modifying, and approving time punches in the Time Review module now available.
TRUE 19.0.50 Miscellaneous When selecting Jobs, Contracts, or Work Tickets, if there are more than 100 active results, no results will instead display requiring a search to be performed. This is to ensure performance is optimum as scrolling through 100 or more records is slower than searching.
TRUE 19.0.50 Applicants Added an export data feature in the Applicants module.
TRUE 19.0.51 Integration | QBD/QBP/QBE Estimates in QuickBooks can now be imported into Quotes and Bids within TRUE.
TRUE 19.0.51 Integration | QBD/QBP/QBE Purchase Orders in QuickBooks can now be imported into TRUE.
TRUE 19.0.51 Schedule Calendar data (.ics files) can now be easily imported into TRUE's "Events" or "Schedules" calendars.
TRUE 19.0.51 Dynamic Charting Added “Job” and “Quote” filter checkboxes in the Advanced Filter for the Dynamics Charting module.
TRUE 19.0.51 Jobs When importing job line items, you can now additionally set the item "Stage".
TRUE 19.1.01 eForms The "Name (Optional)" field for an address related to the Invoice will be included on the Invoice (Original) eForm.
TRUE 19.0.51 Quotes Improved ease of adding client and point of contact information to quotes and jobs.
TRUE 19.0.51 Jobs Specific users can now be restricted from archiving Jobs if they have Access ID 1635 (Deny Job Archiving).
TRUE 19.0.51 Purchasing You can now find Purchase Orders where job costing is completed or not within the "Advanced Filter".
TRUE 19.0.51 Dynamic Charting Added "Close Date", renamed "Date" to "Origin Date", and added new "Job Stage" sort. This will more easily allow for jobs to be filtered by when they were created (aka "Closed") and then sorted by current job stage.
TRUE 19.0.51 Jobs The "Basic" report in Jobs can now optionally be sub-summarized by "Assigned" or "Stage".
TRUE 19.0.50 Work Tickets When the "Start" button is used in a Work Ticket, it now immediately creates a punch instead of navigating the user to the "Time Clock" workflow.
TRUE 19.0.51 eForms Optimized Invoice eForm #17 for address window envelope use.
TRUE 19.1.01 Integration | STACK Upgraded STACK integration to support new features allowing for take-off line items to be imported into TRUE from STACK.
TRUE 19.0.51 CO Requests When adding a "Bond" amount to a Change Order, a Job Costing record will be created for the Bond amount. When "View Source" is used for this Job Costing record, the user will be navigated to the selected Change Order. Additionally, a note will be added to the Job Costing record in the following format: "Change Order: [Change Order ID] ([CO #])
TRUE 19.1.01 eForms Additional PDFs can now be appended to an RFI eForm (#7).
TRUE 19.0.51 Integration | Stripe Stripe users can now accept ACH Direct Debit payments in addition to card payments. This replaces the previous Plaid integration. The benefits are: 1. No longer applying for authorization from Plaid as it's automatically included with your Stripe account. 2. Works with more financial institutions. 3. Fees are 0.8% capped at $5. For example, a $100 payment incurs of fee of $0.80 while a $100,000 payment incurs a fee of $5.
TRUE 19.1.01 Job Costing Total Sell Price of all Budget type Job Costing records has been added to the Job Costing mode within a selected Contract.
TRUE 19.0.51 Integration | QBO QuickBooks Online integration now supports contacts with middle names up to 25 characters.
TRUE 19.0.51 Time Review Made improvements to how Time Cards are interacted with in the Time Review module.
TRUE 19.0.51 Quotes When a quote is upgraded to a job, anyone assigned to the quote now automatically receives an alert notification.
TRUE 19.0.51 Bills When syncing Bill records from TRUE to QuickBooks, TRUE's Bill ID will now be placed in the 'Memo' section of the Bill record when viewed in QuickBooks.
TRUE 19.0.51 Integration | Stripe TRUE now supports ACH Payments via Stripe Integration.
TRUE 19.1.01 Job Costing Improved the "Cost Code Breakdown" report found in the "Bids" and "CO Requests" modules.
TRUE 19.1.01 Requests Added a "Pending" request counter.
TRUE 19.1.01 Posted Journal Entries can now be filtered by "No Class" in both the Unposted and Posted modes of the Journal module.
TRUE 19.1.01 Bids Resolved an issue where batch "Markup/Margin" wasn't affecting "Labor" items.
TRUE 19.1.01 Bids A bid's contingency percentage can now be manipulated across multiple lines via batch selection.
TRUE 19.1.01 Contracts Added percentage figures to the "Charts" section in the Overview mode of a Contract. Also include an updated "Costs - Budget - Margin" comparison.
TRUE 19.1.01 Help Ticket Added "View Change Log" in the Help menu. This is still accessible from within the "System Information" module.
TRUE 19.1.01 Clients Added "Merge" feature which allows a Client, Vendor, or Subcontractor to be combined with another throughout TRUE. This affects everything but TRUE Accounting journal entries.
TRUE 19.1.01 Bills Removed outdated "Misc Charges" field from "Bills" module.
TRUE 19.1.01 Files Added "Markup" feature for image type files. Allows lines, circles, text, arrows, colors, and more to be marked up on an image and saved as a new version.
TRUE 19.1.01 Schedule When a route is now created from a list of schedules, that route will also be linked to any work tickets, contracts, or jobs the schedules were linked to.
TRUE 19.1.01 Schedule Calendar schedule resources can now be easily renamed for all existing schedules using the new "Replace Resource" feature.
TRUE 19.1.01 Time Card You can now quickly jump to a linked cost center (Job / Contract) from a time punch in the list.
TRUE Fence 03.0.1 Selections The TRUE Fence "Selections" mode is now completely redesigned allowing effortless drawing, multiple selection/quotes, eSign, ePay, Follow-Up Notifications, and upgrade to Job.
TRUE 19.1.01 Integration | CRL Showers Online Added CRL Showers Online import capability to Quotes and Jobs modules via the Partner App feature.
TRUE 19.1.01 Clients Improved the "Update Journal Entries" feature to also handle changes to an account name with previously made journal entries.
TRUE 19.1.01 eForms Added feature to hide signature block for eForm 23 "Lump Sum".
TRUE 19.1.01 eForms The Invoice eForm will no longer show the "Name (Optional)" field within the Billing Address field.
TRUE 19.1.01 Bills When a Bill is duplicated, any assigned users in the original Bill will now appear
TRUE 19.1.01 eForms Invoices now optionally show multiple tax jurisdictions instead of only a single combined one.
TRUE 19.1.01 Bills A prompt now appears when "Bills" are duplicated asking if the assigned user(s) should be assigned to the duplicated bill.
TRUE 19.1.01 Clients Client Statement eForms can now be generated in a batch, printed all at once, and emailed at the same time.
TRUE 19.1.01 Quotes If a "Customer PO" is entered in a Quote or Job which matches a previously entered one for the same client, TRUE will notify you to check before proceeding.
TRUE 19.1.01 Invoice Wizard New "Insert Remaining" feature will automatically populate the remaining percent complete, dollar amounts, or quantities for each line item when creating a new invoice from a job.
TRUE 19.1.01 Contracts Data can now be exported to Excel from within the "View Pay Request" module.
TRUE Fence 03.0.1 Drawing When re-saving a drawing, only modified or newly added objects in the drawing will be added to the existing selections list.
TRUE 19.1.01 Bids Improved "Summary" report generated from within Bids module to now include sub-summary totals by status by assigned. Managers can now quickly see the total amount of bids in various statuses totaled by each Estimator.
TRUE 19.1.01 Rentals When rental equipment is coming due soon for a Job or Contract, anyone assigned will now receive an alert notification. Previously, only managers with Access ID 1478 received a notification.
TRUE 19.1.01 Transactions Source Documents can now be optionally cleared.
TRUE 19.1.01 eForms Adjusted name of eForm "Statement" to "Statement - Itemized", made styling improvements, and added an aging table. Adjusted name of eForm "Statement (2)" to "Statement - Summarized".
TRUE 19.1.01 Integration | CRL Showers Online Made further improvements to how CRL Showers Online data is imported into TRUE.
TRUE 19.1.01 Bills Resolved an issue where Job Costing dates did not always match the Bill's invoice date in some cases.
TRUE 19.1.01 Credits Improved the Open Deposits Report added the ability to archive Credit Memos.
TRUE 19.1.01 Files When uploading images from TRUE Field, an entry is now created in the activity log for Jobs and Contracts.
TRUE 19.1.01 Transactions TRUE Accounting users can now view an entry in the Posted Journal from the root level source document for Bills, Invoices, Pay Applications, Credit Memos, and Transactions.
TRUE 19.1.01 Files Added new feature to more quickly search for photos/videos that have been uploaded recently and linked to job/contacts/tickets a user is assigned to. They can then be seen in a new "grid" view and flipped through quickly. This allows a project manager to quickly see recent photos/videos taken by field crews using the mobile TRUE Field app and then jump into those projects if they have any questions/concerns.
TRUE 19.1.01 eForms Work Ticket eForms (#18) can now have a signature block show by default.
TRUE Fence 03.0.1 Selections ePay can now be handled directly within the TRUE Fence app.
TRUE 19.1.01 Main Menu New global search feature available. Quickly search TRUE for an address, phone number, email, or other information across 12 modules.
TRUE 19.1.01 Journal New feature allows created journal entries to automatically post and skip the "Unposted" step.
TRUE 19.1.01 Invoices Added new Quick Invoice PDF icon available in the Items mode of an invoice. This allows single click generation of invoices using eForm #17 (Invoice).
TRUE 19.1.01 Invoices When using "Point of Sale" and a credit is available for the customer, TRUE will now remind you before immediately proceeding.
TRUE 19.1.01 Alerts Alerts can now be created manually and sent to one or more users instantly. Each use will receive their alerts based on their own preferences, which could be dashboard, email, text message, and push notification to mobile device.
TRUE 19.1.01 Purchasing Generate a purchase order eForm with a single click using the new PDF icon found in the Items tab within a selected purchase order.
TRUE Fence 03.0.1 Catalog Improved "Sync Catalog to TRUE" feature.
TRUE 19.1.01 Email Templates Added the ability to configure Email Templates for eForms across various modules in TRUE, including: Clients, Quotes, Jobs, Bids, Contracts, Invoices, Purchasing, Shipping and Work Tickets.
TRUE 19.1.01 Job Costing When using the Job Costing > Table View feature and sorting by Cost Code, Contract Item, or Cost Center, sub-summarized totals for "Budget", "Committed", "Labor", "Invoiced", "Cost", and "Value" now appear.
TRUE 19.1.01 Time Review When viewing a subset of personnel in the Time Review module, when navigating back and forth in some cases the personnel list would revert to show all active personnel. This no longer occurs.
TRUE 19.1.01 Integration | STACK STACK integration now works in TRUE's "Quotes" and "Jobs" modules. Previously, it only was available in the "Bids" module.
TRUE 19.1.01 Purchasing Added "Assigned" feature to Purchasing module. This allows specific users to be assigned to POs and to quickly view POs assigned to you.
TRUE 19.1.01 Assigned New "Assigned" module available from Quick Actions menu ("Lightning Bolt" icon). Quickly shows you everything you're assigned to, including Tasks, Files, Notes, Reviews, Contacts, Leads, Routes, Quotes, Jobs, Invoices, Opportunities, Bids, Contracts, Purchases, Bills, and Work Tickets.
TRUE 19.1.01 Jobs Resolved an issue where in some situations the timestamp for ePay or eSign may appear to be the wrong time.
TRUE Fence 03.0.1 Drawing Overhead address map images can now be zoomed in and out.
TRUE 19.1.01 Bills If a line item on a Bill is linked to a "Product / Service", a blue dot will appear.
TRUE 19.1.01 Job Costing Added "Duplicate" feature to all rows within each Job Costing mode in TRUE. Previously, users had to use the "Copy" and then "Paste" features.
TRUE 19.1.01 Point of Sale Clicking "Done", after processing a payment, now skips the optional steps available such as linking to more than one invoice. User can click "Next" to still see the optional steps.
TRUE 19.1.01 Jobs From within an Advanced Search in the Jobs module, jobs can now be filtered by their "Scheduled Date" or by their linked "Ticket Scheduled Date".
TRUE 19.1.01 Time Review Access ID 1637 is now available to restrict the personnel visible in the Time Review module to only those a user is designated as a "Supervisor" of. A personnel's supervisor can be set in the advanced section of their personnel record.
TRUE 19.1.01 Rentals Alerts for Rentals will now only be triggered if not archived.
TRUE 19.1.01 Cost Codes New "Cost Code Details" and "Cost Code Summary" reports. Improved cost code export which includes all related job costing data filtered by timeframe.
TRUE 19.1.01 Activities "Payroll Wage Items" can now be set in "Activities" and then populated in the breakouts table in "Payroll" for later sync to QuickBooks using time clock sync feature.
TRUE 19.1.16 List Templates In the List Templates module found in Company Preferences, added ability to assign users in unique ways. This includes assigning users to task line items, as well as automatically assigning users directly to a record when the template is used from certain modules.
TRUE 19.1.01 Purchasing Multiple purchase orders can now have their "Job Costing" updated simultaneously when viewing purchase orders in a list.
TRUE Fence 03.0.1 Catalog Added an "Assemblies" toggle found in the "Advanced Filter" of the TRUE Fence Catalog. This will allow users to search for all products that have related "Components".
TRUE 19.1.01 Messages Alerts created when users are assigned to a message now include an improved description of the message topic.
TRUE 19.0.47 Users / Access When viewing Users to select one or more, you can now filter down the list by "Group", "Division", and "Facility".
TRUE 19.0.49 Milestones When using the "Show Contracts Only" or "Show Jobs Only" options in the Milestones module within the Planning workflow, only active Contracts or Jobs will show
TRUE Fence 02.1.19 Selections Improved automatic combining of multiple fence segments with same linked product to optimize material counts. This allows for fast and accurate estimates for customer quotes.
TRUE 19.1.01 Jobs New Kanban Board feature now available in Jobs module. This was previously only available in the Work Tickets module.
TRUE 19.0.48 Clients When viewing a list of Clients, Vendors, or Subcontractors, the "Nickname" will now also appear next to the official name.
TRUE 19.0.47 Inventory When viewing and picking stock items in TRUE, the list shown can now be adjusted to only show items within a specific "Location" as an option.
TRUE Fence 02.1.18 Selections When materials are generated from a TRUE Fence selections list, they'll now include the linked Vendor in TRUE based on the catalog's "Vendor Nickname", if set.
TRUE Fence 02.1.18 Catalog In the TRUE Fence Catalog, added the ability to denote a product as "Not A Material". When the "Generate Material List" feature is used, products that have this feature enabled will not be included.
TRUE Fence 02.1.18 Catalog Added a "Manager List" field to the Details mode in TRUE Fence. This will allow users to enter "Manager" level users who will have access to the TRUE Fence Catalog to modify/view product details and pricing. Only users on this list will have Catalog access.
TRUE Fence 02.1.18 Selections The "Generate Materials" feature in the Selections mode of a TRUE Fence Job record will now include additional information in the generated Material List. This will allow users to sort the list by "Category" in the Materials module.
TRUE 19.0.47 Quotes Improved "Credit Limit Check" feature when interacting with "Down Payment Required" feature when upgrading a Quote to a Job. Previously in certain instances, even though a client had a sufficient credit limit, the system was requiring a down payment.
TRUE 19.0.48 eForms Added "Hide Description" option for Invoice eForm (#17).
TRUE 19.0.50 Integration | PGT Added new data import format from vendor "PGT".
TRUE 19.0.48 Jobs When creating materials from a job, you're now asked if you optionally want to consolidate items by "Product".
TRUE 19.0.48 eForms In eForm #13 (Advanced Quotes) the "Scope of Work" section was moved into its own "Step" to provide additional space.
TRUE 19.0.48 Quotes When marking parent level items that belong to an assembly as "Non-Billable", you'll now be asked if only the parent level or all components as well should be set the same.
TRUE 19.0.48 Integration | YKK YKK Order Acknowledgement PDFs can now be imported into TRUE to populate all line item detail and pricing within a Purchase Order.
TRUE 19.0.48 Invoices Invoices can now be searched by their linked Job/Contract's "Company" setting within the Advanced Search feature in the Invoices module.
TRUE 19.0.48 eForms When Invoice eForm #17 is generated, the company/brand will now be set automatically based on the linked Job or Contracts "Company" setting.
TRUE 19.0.49 Integrations PartnerPak integration added to Quotes and Jobs modules.
TRUE 19.0.48 Events When deleting a series of events, you're now asked if you want to delete all or just the ones in the future.
TRUE Fence 02.1.19 Drawing Added the ability to change the color of "Gate" type objects within TRUE Draw. This can be done via the "Edit" panel.
TRUE 19.0.48 eForms We have added a default preference to the Purchase Order eForm (ID #12) to allow the user to pre-populate the "Subject" and "Body" fields when using the "Email" feature.
TRUE 19.0.48 Reports Added "Job/Contract" optional information for Trial Balance and Profit & Loss reports.
TRUE Fence 02.1.18 Catalog Added a toggle in the "Details" mode of TRUE Fence called "Classic Catalog Default View". This will allow the user to choose the default viewing preference when the "Catalog" is opened.
TRUE 19.0.48 Help Ticket When session recordings are opened or downloaded, TRUE now creates a "History" log of it to keep track of which users have downloaded or viewed videos.
TRUE 19.0.48 Contracts In the "View Pay Requests" module, the "Pay App Due Day" will now show per Contract when sorted by Contract.
TRUE 19.0.48 Integration | QBD/QBP/QBE Added new company preference "Force Expense-Based Items" which forces Bills synced to QuickBooks to use "Expense-Based" instead of "Item-Based" items in QuickBooks when the line item in the bill is linked to a purchasing line item.
TRUE 19.0.49 Integration | mySalesman mySalesman now integrates with TRUE. Learn more at https://www.mysalesman.com/
TRUE 19.0.48 Jobs You can now optionally pre-load a template of Tasks whenever a new Job is created. In "Company Preferences", in the "Quotes / Bids / Jobs" section, set the "Default Task Template" field.
TRUE 19.0.48 eForms The "Internal" field has been added to the selected eForm so users can adjust the internal text that appears in "Files/Emails/Notes" and the "Description" field on the eForms list when "View" is clicked for a specific record.
TRUE 19.0.48 Integration | ArcSite ArcSite (https://www.arcsite.com) projects can now be created from TRUE's Quote module and synced to ArcSite or created in ArcSite and synced to TRUE. Additionally, if a project is updated in ArcSite, the new information can be synced back to TRUE.
TRUE 19.0.48 Help Ticket Added the ability to schedule training sessions with the "?" Help Ticket icon found on the upper right hand corner of TRUE.
TRUE 19.0.48 Users / Access Newly created users will now have their calendar view set to "Schedule" and the "Sub-Menu" preference enabled by default.
TRUE Fence 02.1.18 Catalog In the TRUE Fence Catalog, added the ability to modify the Markup or Margin percentage on multiple products at a time via batch select.
TRUE 19.0.48 Products / Services When a "Product / Service" is set as an "Assembly" in the "Components" mode, both the assembly's total cost and sell now appear.
TRUE 19.0.49 Integration | QBD/QBP/QBE In TRUE QuickBooks sync file for QuickBooks Desktop, a sync log now shows all previous syncs that can be queried.
TRUE 19.0.48 eForms Added "Hide Tax" feature for "Purchase Order" eForm (#12).
TRUE Field 2.1.09 Expenses When viewing a list of Expense Accounts when entering an expense (field purchase), the list is now alphabetized.
TRUE 19.0.49 Products / Services Added "Utilization Report" which provides quantities and cost of items purchased and sold within a given period.
TRUE 19.0.48 Vendor Quotes "Requests" can now be created from Vendor Quotes. This will also transfer any linked Files and Emails.
TRUE 19.0.48 eForms When a user's language is set to something other than English, but wants to generate eForms in English for clients and vendors, use the "Force English" feature in Company Preferences.
TRUE 19.0.49 Jobs Vendor Quotes can now be created from a Job.
TRUE 19.0.48 Requests When a Request is upgrade to a PO, any related Files and Emails are now also attached to the PO.
TRUE 19.0.49 Configurator Improved Configurator feature found in the Quotes and Jobs modules to allow for custom creation of complex assemblies in a Q&A step-by-step format for ease of use.
TRUE 19.0.48 Users / Access Added new "TRUE Limited" User Access Type available in "Users / Access" module. This is currently available for $15/user/month and includes the following features: Messages, Reminders, Alerts, Dashboard, Time Clock, Calendar (optional $9month), Favorites, Phone List, Bulletin Board, Tasks (module restricted and "My Tasks" only), Files (module restricted only, "My Files", and "Cabinet" only), Notes (module restricted only), Checklists (module restricted only), Email Capture (module restricted only), System Information, User Preferences, Schedule, Contracts (Overview, Repository, Tasks, Labor, Logs, with financial data hidden), Requests (new requests only), Expenses (new expenses only), Receiving, Inventory, Work Tickets, Vehicles, Tools, Rentals, Time Card ("My Time" only), Time Review ("My Time" only), Routing, Shipping
TRUE 19.0.48 Inventory A grand summary has been added to the "Inventory by Category" report.
TRUE Fence 02.1.18 Selections Added additional functionality to the "Generate Items" feature found in the Selection mode of TRUE Fence. If existing line items are present in the linked Quote/Job/Bid/, we will now additionally ask if you would like to "Add" the line items instead of simply replacing the existing. This is useful if parts of the project have already been invoiced.
TRUE 19.0.48 Email Capture Added a new Company Preference called "Ignore Inline Attachments" for the Email Capture feature. When checked, captured emails will not import inline images as "Files". Attachments will continue to be imported.
TRUE 19.1.01 eForms eForms can now be sent via SMS (texted) in addition to be emailed. This requires the "Messages" package to be activated. Use the "eSign" or "ePay" buttons to alternatively sent a clickable link. When the link is used, the recipient will see the eForm on their phone, tablet, or computer. From there they can eSign, ePay, download it, or email it to themselves. Any replies the recipient makes for the text message will appear in the "Messages" module.
TRUE 19.0.48 Help Ticket Session Recordings can now be restricted if a user has Access ID 1630.
TRUE 19.0.49 Login Updated Introductory layout viewed by new users.
TRUE 19.0.48 Company Preferences Added "Request Email" feature within the "Email Capture" section of the Company Preferences module. When clicked, this will pre-populate a support request to ask TRUE to create a generic email for you.
TRUE 19.0.48 Leads Multiple Leads can now be selected and have a new "Activity Log" added to them simultaneously.
TRUE 19.0.48 Reports Added "Description / Scope / Instructions" text in the "Basic" report located within the Jobs module.
TRUE 19.1.01 Quotes Improved "Notify Client" feature to now handle rich text (HTML) emails, and email templates. Email formatting has also been improved, supports signature blocks, and is now sent from the email that's set for the current user's preferences (employee work email or company-wide email address).
TRUE 19.0.49 Calendar (DayBack) Users can now access standard menu options from within the Calendar module.
TRUE 19.0.49 Purchasing When an attempt is made to mark a Purchase Order as "Sent" (it's ordered), TRUE will warn you if it exceeds the job/contract budget.
TRUE 19.0.48 Integration | QBD/QBP/QBE When syncing Invoices to QuickBooks and using the Global Tax Model (Canada, for example), TRUE now allows unique tax types (jurisdictions) to be applied per line instead of on the invoice overall. Tax Types must be set up in the Job prior to invoice creation.
TRUE 19.0.48 Integration | QBD/QBP/QBE When Expenses (Field Purchases) are synced to QuickBooks, the "Job/Contract" information will now additionally sync.
TRUE 19.0.48 Taxes "Tax Exempt" can now be set as a Tax Type jurisdiction for workflows involving A/P, such as the Vendors, Purchasing, Expenses, and Bills modules.
TRUE 19.0.48 Users / Access Users can now be found when searching for a User by "Group", which is set in the "Advanced" mode of linked Personnel record(s).
TRUE 19.0.48 Addresses Addresses, when viewed from a list to select from, will now include the "Address Name", even if they're linked to a source that has its own name.
TRUE 19.0.49 Language TRUE now supports over 100 languages.
TRUE 19.0.50 Integration | Edge Integration added with EyeRate. When jobs are completed, job information is sent to EyeRate, which assists in obtaining reviews from customers. For more information, please visit EyeRate at https://eyeratebusiness.com/
TRUE 19.0.51 Time Card A Work Ticket can now be selected for a newly created punch from within the Time Card module.
TRUE 19.0.51 Purchasing While creating multiple bills for purchase orders has always been a feature of TRUE, the "New Bill" automated feature found in the "Purchasing" module will now automatically create additional Bills based on the unbilled quantity and amounts remaining.
TRUE 19.0.50 eForms The "All-In-One" eForm (#30) now has an option to "Hide Attributes".
TRUE 19.1.01 Integrations "Kawneer order acknowledgements, XLSX format, can now be imported into Purchase Orders in TRUE.
TRUE 19.0.50 Calendar (DayBack) Personnel can now be added to a Schedule record as Resources in "Groups". This functionality allows a "Group" to be chosen under "Custom Fields" in a selected Schedule record on the Calendar in order to add a list of Resources, which will pull the linked User names from the Personnel records set with the selected "Group". Groups should be set up in the Categories module, then set to Personnel records accordingly (found under the "Advanced" menu of selected Personnel records). Please notify us when this has been completed so the development team can add the Groups to your Calendar so they can be selected. Changing the list of users for each Group will require the development team's intervention.
TRUE 19.0.49 Purchasing Items selected from "Products / Services" can now be batch added to a Purchase Order.
TRUE 19.0.50 Expenses Expense IDs (Field Purchases) will now appear in the "Jobs" and "Contracts" sections so users can quickly refer to a number without having to click on it.
TRUE 19.0.49 Map Added new show options in the "Map" module.
TRUE 19.0.49 eForms The "Total" on a Purchase Order eForm can now be optionally hidden.
TRUE 19.0.49 CO Requests Added "eSign" feature for "CO Requests" (Change Orders).
TRUE 19.0.49 Leads Added a "Leads" checkbox in the "Advanced Filter" to search for all contacts, whether they're still a lead or not, to then use the reporting options available in the Leads module.
TRUE 19.0.49 Bills When adding line items to a Bill from a Purchase Order, Access ID 359 will control whether or not a user can view the "Amount" field in this list.
TRUE 19.0.49 Contacts Added “Origin Date” and “Activity (Date)” to the Advanced Filter in the Contacts module.
TRUE 19.0.50 Purchasing Added "Inventory (Item)" checkbox in Advanced Filter which allows you to find Purchase Orders that have "Inventory" enabled in any of their line items.
TRUE 19.0.49 Help Ticket Instructions for how to take screenshots have been added to the Request Support feature.
TRUE 19.0.49 Taxes Improved how phrases such as "nontaxable" and "tax exempt" were used systemwide.
TRUE 19.0.49 Time Card Added "Attendance Reason" as additional data that can be exported from within the "Time Card" or "Time Review" modules.
TRUE 19.0.49 Time Review Personnel that appear in the "Time Review" list now adhere to the "Record Access" rules as applied in the "Personnel" module. What this allows you to do is provide specific authorized lists of personnel that other people can approve/review time punches for.
TRUE 19.0.49 Jobs Changed the wording "Payment" found in the "Jobs" module to "Pay Invoice" to provide better clarity of its purpose.
TRUE Fence 02.1.19 Catalog New "Advanced Duplicate" feature now available. This allows you to create a single assembly (section, pieces, posts, and parts with the posts, for example) and then duplicate it to automatically add multiple colors, sizes, and styles. It intelligently creates new assemblies by creating certain items that would be separate (like a different color) but link an existing product without duplicating it (like a bag of concrete). This is an amazingly powerful feature that allows you to build all of your assemblies quickly.
TRUE 19.0.49 Receiving Added job/contract information to alert notification description that's sent when items are received.
TRUE 19.0.50 Clients The "Nickname" field is now a configurable Category with a drop-down list.
TRUE Fence 02.1.19 Catalog Added a "Products/Services" field to display or modify the linked product record in "Products/Services" module found in TRUE. This record is used when handling Inventory and Purchase Orders.
TRUE 19.1.01 Bills In the Advanced Filter, added "Credit Available" filter.
TRUE 19.0.49 Jobs Resolved an issue where Jobs could not be sorted by ID ascending or descending.
TRUE 19.0.49 Invoices Down payments shown on an Invoice will now show the date the payment was transacted, not the date the credit was applied.
TRUE 19.1.01 Job Costing Job Costing entries linked to Change Order Requests now correctly navigate user when the "View Source" feature is used.
TRUE 19.0.50 Integration | STACK Added additional methods for importing data from STACK into the Bids and Materials modules within TRUE. Learn more about STACK at https://www.stackct.com/blog/true-2/
TRUE 19.0.49 Users / Access Added "Copy Work Email Token" feature found in "Manual" email setup. This allows multiple users to share the same email when sending eForms (Quotes, Proposals, Acknowledgements, Invoices, Purchase Orders, etc) from TRUE.
TRUE 19.0.50 Commissions Improved Commission Export feature in Invoice module.
TRUE 19.0.50 Time Clock When you now use the Time Clock module, if your user account is linked to a personnel account, TRUE will ask you to simply confirm who you are instead of requiring you to enter a PIN code every time. Additionally, when entering a PIN code, you can now optionally click where it says "Enter PIN" which allows you to type in a PIN with a keyboard and press return/enter.
TRUE 19.0.50 Vendors You can now batch select multiple contacts when adding them to a Client, Vendor, or Subcontractor.
TRUE 19.0.50 Credits Updated "Credit Memo" Report.
TRUE 19.0.50 Login Now removing extra spaces users accidentally add when entering usernames and passwords during login.
TRUE 19.0.50 eForms In the "Purchase Order" eForm (#12), the "Delivery Instructions" can now have a default value.
TRUE 19.0.44 Applicants Added an Advanced Filter search option for the Applicants module.
TRUE 19.0.44 Miscellaneous Any "Assigned" user, in any module, can now additionally be assigned a "Role". The roles to choose from are defined within Category #150 (Assigned - Role). This can assist in determining who is primary Project Manager, Estimator, Crew Leader, etc.
TRUE 19.0.44 Email Settings Emails sent from TRUE now have improved spacing.
TRUE 19.0.46 eForms Added the ability to set a "Default PDF" to automatically generate for the Purchase Order eForm (eForm ID #12).
TRUE 19.0.46 Files Added new icons for more file formats and adjusted file image preview.
TRUE 19.0.44 eForms We have added additional functionality to the Purchase Order eForm to allow users to add a delivery contact. This can be found under "Step 2" in the Purchase Order eForm, and simply allows you to pre-populate this eForm with contact information based on existing Personnel records.
TRUE 19.0.46 Users / Access Updated Access ID 1540 (View Contract Financial Information) to additionally cover the following features: Export Contracts, Export Tax Report, Export Contract Items, Export Job Costing, Export for Payroll, Basic Report, Over / Under Billing Report, WIP (Current vs. Total) Report, Summarized WIP Report, Expenses Report, and "Subcontractors" Report.
TRUE 19.0.44 Help Ticket The "?" feature now allows users to access the "Knowledge Base", "Request Support", view "Session Recordings", and view team based "Instructions" to assist in specialized business rules.
TRUE 19.0.46 eForms Updated the following eForms to conform with the recently added "Related Emails" feature when selecting emails to send an eForm to. This will pull related Client/Vendor email and any related Contact email for the following additional eForms: "RFI" eForm (#7), "Submittal" eForm (#9), "Transmittal" eForm (#10), "Advanced Quotes" eForm (#13), "Safety Talk" (#3), "Daily Report" (#5), "Time & Materials" (#6), "Near-Miss Report" (#38), "Report of Injury" (#39), "Hold Harmless Agreement / Equipment Release" (#40), "Notice" (#52), "Waiver" (#53), and "Notice [Florida]" (#54).
TRUE 19.0.46 Contracts Improved the "WIP (Current vs Total)" report.
TRUE 19.0.44 Help Ticket Access ID 1623 is required to modify new "Instructions" feature located within the "?" menu.
TRUE 19.0.44 Work Tickets Added additional functionality when scheduling Work Tickets on the Calendar. TRUE will now automatically populate the "Title" and "Description" fields of a schedule record created from a Work Ticket. The "Topic" and "DESCRIPTION/SCOPE/INSTRUCTIONS" fields are used for this purpose.
TRUE 19.0.45 Inventory Count Wizard Improved Inventory Count Wizard to group items by "Product". Now supports scanning standardized (Product) and non-standardized (Inventory) QR codes using the camera of an iOS or Android device while in a webpage.
TRUE 19.0.44 eForms The "Delivery Instructions" within a "Purchase Order" eForm (#12) can now be pre-loaded via a drop-down list from a "Category" (#151).
TRUE 19.0.44 Company Preferences The "Edit Name" default settings can now be modified when new Quotes or Jobs are created. Previously, the format was "ID | Client Name". Now, this can be modified.
TRUE 19.0.44 Clients Work Tickets can now be created for a specific Client and viewed within the Clients module in the Directory. This will display all Active and Archived Work Tickets that are linked to this Client record.
TRUE 19.0.46 Calendar (DayBack) Changes to schedules now create history audit logs. This is helpful when determining who last modified a schedule in some way.
TRUE 19.0.44 eForms "Purchase Order" eForm (#12) now includes "Hide Project" show option.
TRUE 19.0.44 Jobs When line items have components, the simplified line item view in the "Quotes", "Jobs", and "Estimates" modules will now always show the total of the parent plus components, even if the parent is not set to "Assembly".
TRUE 19.0.44 Products / Services Components can now be set whether they're billable or not. This allows scenarios where component pricing is already included in the parent's pricing but still needs to be included for procurement reasons.
TRUE 19.0.46 Contracts New "View Pay Requests" module added. Based on the contracts currently being viewed, launching this module will show all related Pay Requests. The Pay Requests can then be sorted by contract, month, and accounting status. Selecting a Pay Request navigates to the contract record.
TRUE 19.0.44 Bids When upgrading a Bid to a Contract, if components are present and those components are set to "Individual" (instead of "Assembly") and the option to use estimate items to build the contract item list (schedule of values) is chosen, TRUE will only create one contract line and treat the total as an assembly for that purpose.
TRUE 19.0.47 Leads Sources can now be edited and deleted. Previously, sources could only be created.
TRUE 19.0.44 eForms Added "Near-Miss Report" eForm (#38) to "Contracts" module.
TRUE 19.0.46 eForms Improved eForm #52 (Notice).
TRUE 19.0.46 eForms Improved eForm #54 (Notice [Florida]).
TRUE Fence 02.1.16 Catalog Added a "Display Name" field to the "Build Components" feature in the TRUE Fence Catalog. This will help to clarify product selection during the component setup process.
TRUE 19.0.46 Jobs Parent level line items with components will now be prevented from the quantity being set to zero. Line items without components can have their quantity set to zero.
TRUE 19.0.46 Inventory Count Wizard Improved Inventory Count Wizard to require Access ID 1628 to clear count results or apply them. When applying results, TRUE will reassign inventory location based on count tallies, mark items missing as "Done" with the "Shrinkage" option checked, and create new items as needed.
TRUE 19.0.46 Jobs New access ID 1625 required to use the "Set all Reserved as Done (Used)" feature within the Inventory mode of a selected Job.
TRUE 19.0.46 Personnel Improved "Advanced Filter" capabilities within the "Personnel" module.
TRUE 19.0.46 Products / Services Hierarchy field added to "Export Price Book" and "Import/Update Price Book" feature. This allows you to set hierarchy names for many records via Excel, then upload them into TRUE.
TRUE 19.0.46 Training Resolved an issue where the training "Validation" didn't always show the most up-to-date status.
TRUE 19.0.46 Dashboard Improved load time for "Field" dashboard.
TRUE 19.0.46 Routing Added "Map" feature within an individual "Stop" option menu. When using an iOS or Android device, the user's map app preference will attempt to load the correct locally installed app (Apple Maps or Google Maps). When using a Windows or macOS computer, the user will be navigated to Google Maps web browser version. This is in addition to the built in map feature that already shows the most optimum route for all stops.
TRUE 19.1.01 Reminders Completely redesigned Reminders module. Allows easy to use recurring reminders that can be assigned to multiple team members.
TRUE 19.0.45 Contracts "Subcontractor" field added to the Advanced Filter to allow searching for Contracts by related Subcontractor accounts added within the "Subs" mode of a Contract.
TRUE 19.0.48 eForms Added new "Service Call Site Review & Record" eForm accessible via the Work Tickets module.
TRUE Fence 02.1.17 Catalog Added the ability to remove component relationships utilizing the "Component Export CSV" template in the TRUE Fence Catalog.
TRUE 19.0.46 Inventory Removed requirement that "Product / Services" items had to have the "Stock" checkbox checked in order to see inventoried Products by "Stock" in TRUE.
TRUE 19.0.46 Personnel Added the following to the Personnel export feature: "Position Date", "Position", "Position Occurrence", "Position Rate", and "Salaried".
TRUE 19.0.46 Tasks Replaced the label "Punch List" with "Field" in Task module and in every Task mode within TRUE.
TRUE 19.0.46 Server Automatic re-login due to inactivity adjusted from 1 hour to 8 hours.
TRUE 19.0.46 Routing Routes can now be archived from the list layout individually or via batch selection.
TRUE 19.0.47 Bids Improved "Cost Code Breakdown" PDF report available in Estimate mode.
TRUE 19.0.46 Planner Gantt Chart (Planner) can now be duplicated and renamed.
TRUE 19.0.46 Receiving Alert notifications will now be sent when items are received to users assigned to related "Jobs", "Contracts", and anyone with Access ID 1626. Notifications will include the Vendor and the Job/Contract name, if available. Viewing the alert will navigate the user to the corresponding Purchase Order.
TRUE 19.0.46 Routing Renamed "Addresses Report" to "Stops Report" and improved report to allow for large amounts of notes per stop. Renamed "Print Route" to "Directions Report".
TRUE 19.0.46 Receiving When appending a "Note" to an item during receiving, users can now select from a default list of notes to add. These notes are seachable from within Purchasing, Receiving, and Inventory modules. The default list can be modified within the Categories module, #153 (Receiving - Note).
TRUE 19.0.46 Alerts Emailed alert notifications now include a "View Alert" feature. When clicked, TRUE will open and navigate you to what the notification is referencing.
TRUE 19.0.46 Users / Access Within a selected User, added "Apply Profile" feature. This will replace any existing access permissions with an existing profile. Previously, this same action had to be taken from within the "Profiles" mode.
TRUE 19.0.46 Routing Viewing a route Overview now requires Access ID 503. Viewing a route's Stops now require Access ID 1627.
TRUE 19.0.47 Integration | CFS An Itemized Estimate PDF generated from Computer Fencing System (CFS) software can be imported into the "Materials" module. All line items are imported including Product ID, Description, Quantity, and Sell Price.
TRUE 19.0.46 Point of Sale Transactions taken using Stripe integration will include details of the bank or card (for example, "AMEX ending in 9999"). Additionally, this information will appear optionally on the "Invoice" and "All-in-One" eForms.
TRUE 19.0.46 Materials When sorting "Materials" by "Vendor", if a material is linked to a product and that product has an assigned vendor, the vendor's name will now display correctly.
TRUE 19.0.46 Calendar (DayBack) When using the Bidders source in the calendar, the bid stage can now be adjusted from within the calendar directly by using the "Custom Fields" option in the popover.
TRUE 19.1.01 Integration | Plaid Updated Plaid integration for Bank integrations. This provides an improved experience when importing financial data from bank accounts when using TRUE Accounting.
TRUE 19.0.47 Integration | Glazier Studio / PartnerPak PartnerPak's "Bid Summary" can now be imported into a Bid in TRUE.
TRUE 19.0.46 eForms Modified Purchase Order eForm (#12) from showing "#" to "Line" to refer to line item sequencing.
TRUE 19.0.47 Bids When deleting builds (assemblies or individualized component groupings) within the Estimate module, the user will now be warned that deleting a parent will also delete all components.
TRUE 19.0.46 Journal "Ledger Number" and "Ledger Name" filters now include drop-down selections for quicker searches.
TRUE 19.0.46 Products / Services Product Hierarchies can now additionally be double-clicked to expand or condense when selecting a "Product / Service". Previously, users had to click on the "carrot" symbol to perform this action.
TRUE 19.0.47 Products / Services When using the "Product Hierarchy" feature to help selecting a product or service, the hierarchy can now be fully expanded or collapsed with new available buttons. Additionally, double-clicking on a level will expand or collapse it.
TRUE 19.0.47 Divisions The display text for "Divisions" have been modified to additionally support an "ID" number, if applicable.
TRUE 19.0.48 Dashboard New dashboards available for the "Service" and "Contracts" workflows that allow summary information by Facility or Division. Managers can switch between these while users can also be restricted to only see the Facility or Division their assigned to. This feature is available in the "User Preferences" module > "Dashboard".
TRUE 19.0.47 Pay Requests When using the "View Pay Requests" feature, pay requests can now be sorted and summarized by Facility, Division, and Client.
TRUE 19.0.47 Schedule Added audit logging (History) for events and schedules on the calendar. This can be accessed by opening the "Edit" card, clicking the information icon, then clicking "View History".
TRUE Fence 02.1.17 Catalog When the "Generate Materials" feature is used, if an item is linked to a "Catalog" item, and that item is linked to a "Product / Service" in TRUE, the linked "Vendor" will be set. This allows for easy sorting and selection for purchase order creation.
TRUE 19.0.47 Locations Labels can now be batch printed to a printer roll or Avery labels.
TRUE Fence 02.1.17 Catalog In the TRUE Fence Catalog, added the ability to modify the Markup or Margin percentage on multiple products at a time via batch select.
TRUE 19.0.47 Inventory Count Wizard When applying inventory counts, you can now choose to treat empty (null) count fields as zero or skip them. Also added feature to sort locations by last check to assist in conducting cycle counts.
TRUE 19.0.47 Personnel Improved PTO Report.
TRUE Fence 02.1.17 Catalog Improved "Type" sort option found in the default Table View of the TRUE Fence Catalog. This will now display more relevant product types at the top of the screen.
TRUE 19.0.50 Integration | CRL Showers Online Import CRL Showers Online PDFs directly into TRUE for your Glass and Hardware orders. Supports upload to a TRUE Purchase Order. Eliminates data entry errors, saves time, and ensures the correct items are tracked all the way through Receiving.
TRUE 19.0.47 Integration | QBD/QBP/QBE Added "QB Sales Rep" field within the preferences mode of the Users / Access module. Quickbooks only supports a 5 character abbreviation when syncing Sales Representative information. This allows the full person's name to appear in TRUE while using the abbreviation in Quickbooks.
TRUE 19.0.48 eForms When selecting emails when sending an eForm, you may now optionally select an unlimited number of emails. Previously, there was a limit of 16.
TRUE 19.0.47 Jobs The "Notify Client" feature now requires a company email to be set to function. This is so customer responses are properly relayed.
TRUE 19.0.48 Leads A "Source" report has been added to the report options found under the "PDF" icon within the Leads module. This will generate a Leads by Source report for the Leads in the current filtered list.
TRUE 19.0.47 Invoices Added "Sales by Product Cost Code" Excel export. This rolls up the currently filtered invoices and shows total by line items linked to a Product which in turn are linked to a Cost Code. This allows a quick way to view sales by cost code (department, etc) for any given period.
TRUE 19.0.47 Work Tickets Added new "Outcome" named "Material Stage" for use when marking itemized materials on a work ticket as complete. With this turned on, the stage of each material is set to "Done" within the "Materials" module.
TRUE 19.0.47 Bills When a bill's "Manager Approval" button is confirmed, an alert is now sent to anyone with Access ID 1629.
TRUE 19.0.47 Purchasing Improved the "Receiving" calculation to not include line items set to not be received.
TRUE 19.0.47 Alerts When items are received, the alert message sent will not only include the PO number and Vendor name, but also the originating Client and Job/Contract information, if applicable.
TRUE 19.0.47 Integration | CFS An "Itemized Estimate" PDF and "Labor Worksheet" PDF generated from Computer Fencing System (CFS) software can be imported into the Bids module as line items. Product IDs, descriptions, quantities, and sell pricing import automatically. In addition, if product IDs match data in TRUE, the cost of those products in TRUE are automatically used to establish the project's budget.
TRUE 19.0.47 Messages Further improved Messages module to support sending and receiving pictures and files, improve performance, and show additional related information.
TRUE 19.0.47 Bids Bids can now be more specifically filtered by any of the linked Bidders bid status, due date, and overall sent date.
TRUE 19.0.49 Clients In a selected Client, the counts that initially appear are for active related Quotes, Bids, Jobs, Contracts, Pay Requests, and Invoices. If you want to see all (active and archived), click the "Options" button, and click "View All Counts". When you click on a segment, you'll be shown the data based on the view you're in (All or Active Only).
TRUE 19.0.47 Purchasing | PO to SO Clients with multiple TRUE files can now create Purchasing Orders in one and have it automatically create Jobs (Sales Orders) in another. This saves data entry time when owners have both wholesale and installation firms that buy and sell to each other.
TRUE Field 2.1.11 Files Improved how files, images, and videos are handled. Videos can now be uploaded. Images have many more markup options, file descriptions appear in grid view, and can be modified.
TRUE 19.0.47 Bills If the tax model preference is set to "Global Tax Model" PO items added to bills will pull over the subtotal instead of the total.
TRUE 19.0.47 Inventory Added product category in stock inventory export.
TRUE 19.0.47 Time Review Added "Attendance" hours when viewing personnel.
TRUE 19.0.47 Quotes Attributes without a "Division / Facility" restriction set will now be available for users to select even if the user does have a "Division / Facility" restriction.
TRUE 19.0.47 Check Register Added new check template "SF4001-1SC"
TRUE 19.1.01 Integration | QBD/QBP/QBE New "Require QB Item Codes" feature added in Company Preferences when syncing Invoices and Bills. This will stop syncing from occurring if any line items are not linked to a Product in TRUE that also has a product key from QuickBooks.
TRUE 19.0.48 CO Requests In "Contract Setup", added new feature "Bond Required". When enabled, change orders are required to include a bond amount prior to approval.
TRUE 19.0.47 Vendors Archived contacts will now show an indicator they're archived when viewed within the "Contacts" mode of a "Client", "Vendor", or "Subcontractor".
TRUE 19.0.48 eForms New "CO Requests" eForm.
TRUE 19.0.49 Reports Added report filtering by "Class".
TRUE 19.0.47 eForms Added "Special Conditions" section to eForm #13 (Advanced Quotes), available in the Bids and CO Requests module. This allows a block of text to be placed below the line items, but above the summary and signature sections.
TRUE Fence 02.1.13 Catalog Added an "Import TRUE to Catalog" feature for TRUE Fence. This allows users to sync the product data found in the Products / Services module into the TRUE Fence Catalog.
TRUE 19.0.35 Work Tickets Multiple email addresses and phone numbers can now be entered when using the "Notify Client" feature to send an email or text message to a customer from within TRUE.
TRUE 19.0.34 eForms Improved user interface when emailing eForms.
TRUE 19.0.34 Miscellaneous Improved the user interface for the Quick Actions and Settings menus systemwide.
TRUE 19.0.34 Purchasing When searching purchase orders by a job or contract, you can now perform a keyword search or a specific search by first selecting a job or contract.
TRUE 19.0.34 Bids Added "Company" fields to the "Opportunity" and "Bids" module.
TRUE 19.0.34 Jobs Improved radius search feature within the Jobs module.
TRUE 19.0.35 Quotes Improved the "Notify Clients" feature to allow for multiple email addresses, improved user experience, and ease of use.
TRUE 19.0.35 ePay Added ePay options in Email card settings for quotes, allowing emails to include ePay and the down payment amount required.
TRUE 19.0.40 Clients Whenever a client is selected to be added to a Quote, Job, Opportunity, Bidders, Bid, Contract, or Work Ticket, an optional instructions/warning can be displayed to the user that's unique to the client. Also, whenever a vendor is selected to be added to a Purchase Order, Expense, or Bill, an optional instructions/warning can be displayed to the user that's unique to the vendor.
TRUE 19.0.35 Main Menu Added "Sub-Menu" option in User Preferences allowing users to view an expanded menu navigation interface.
TRUE 19.0.40 eForms For Invoice eForm #17, added labels to various IDs in header.
TRUE 19.0.37 Calendar (DayBack) Added the ability to modify the fields that are displayed for Schedule records on Calendar. This can be modified within Company Preferences.
TRUE 19.0.40 Purchasing New Table View mode which provides, by line item, the vendor, type, job/contract, cost code, delivery dates, order ID, inventory location, pick ticket, shipment, and route.
TRUE 19.0.38 Inventory Performance in TRUE has been improved when exporting Items from the Inventory module.
TRUE 19.0.35 Locations Improved performance of viewing inventory counts per location (aisle, bin, room, etc) when over 10k items are present.
TRUE 19.0.35 Tools In the Tools module, added the ability to assign a location to selected tools.
TRUE 19.0.35 Invoice Wizard Improved Invoice Wizard to show line sequence an item notes.
TRUE 19.0.37 eForms Improved "Attachments" eForm Template to use shortened URLs.
TRUE 19.0.37 Work Tickets Added Access ID #1614. This will send alerts when a Work Ticket is completed to any user with this Access ID assigned.
TRUE 19.0.38 Invoices New "Job/Contract Dependent ID" in Company Preferences allow invoice numbers to be based on job or contract IDs with an appended increment starting at 1.
TRUE 19.0.35 Addresses You can now optionally require an address name to be entered before an address is saved. This can be set in "Company Preferences" > "Miscellaneous" > "Address Name".
TRUE 19.0.35 eForms When emailing eForms from TRUE, the "Subject" can now also include default text.
TRUE 19.0.35 ePay When using ePay on a quote (eForms #22, 23, and #30), the ePay Amount will now automatically be set to 50% of the sell price and will verify it's not empty.
TRUE 19.0.35 ePay TRUE will now verify a "Client" is linked to a quote or job before "ePay" is used.
TRUE 19.0.38 Quotes Modified the existing Company Preference for the "Manager Approval" feature. Added a field that allows the user to enter a dollar amount. When this feature is enabled, it will hide the "Manager Approval" button within the Quotes/Jobs/Bids modules unless the sell price of a quote exceeds the figure entered in Company Preferences.
TRUE 19.0.35 Company Preferences Use the "Auto Follow-Up in Days" feature to automatically set your follow-ups in Quotes and Bids when they're marked as sent.
TRUE 19.0.35 Alerts When requests are added to a purchase order, users with Access ID 584 will receive a notification.
TRUE 19.0.35 Routing Added new access permissions to restrict users from marking a stop on a route as "Loaded", "Delivered", or "Billed". These are 1615, 1616, and 1617, respectively.
TRUE 19.0.37 Invoices Added "Tax Table View" in Invoices module. This allows for manual tax changes to be made to handle special use cases such as discretionary taxes with limits when using TRUE Accounting.
TRUE 19.0.37 Receiving Items to be received can now further be filtered by originating purchase order type.
TRUE 19.0.37 Jobs Added a batch select button for the Jobs module called "Time Clock". This will allow the user to enable the TRUE Time Clock feature on multiple Job records at once.
TRUE 19.0.37 Contracts Added a batch select button for the Contracts module called "Time Clock". This will allow the user to enable the TRUE Time Clock feature on multiple Contract records at once.
TRUE 19.0.37 Time Clock The "Time Clock" toggle can now be turned on and off for Contracts and Jobs en masse.
TRUE 19.0.40 Products / Services Added an additional Advanced Filter search field for the Product/Services module called "Client/Vendor". This will allow users to filter their search for Products/Services by the assigned Client or Vendor record.
TRUE 19.0.38 Schedule New "Move" batch action allows multiple selected schedules to be moved to a specific date or forward/backward by X number of days.
TRUE 19.0.37 Bills Added a feature when selecting line items from a Purchase Order that will pull into a Bill.
TRUE 19.0.40 Payroll Added a feature in the Time Review module to allow the ability to "Sort" Personnel records by "First Name" or "Last Name".
TRUE Fence 02.1.13 Catalog We have added a "TRUE" and "QB" icon to depict whether or not Catalog items in TRUE Fence exist in the Products/Services module or have been synced to QuickBooks.
TRUE 19.0.39 Users / Access In some cases, users were able to be assigned more than once to a quote, etc. Users can now only be assigned one time.
TRUE 19.0.38 Alerts Improved the Fuel/Mileage alert to include additional information.
TRUE Fence 02.1.13 Selections Added an ease of use change in the Selection module within TRUE Fence. When using the batch select feature to apply multiple products via the "Catalog" feature, TRUE Fence will automatically fill in the "Type" field in the product search to match the first product selected. This can only be done if there is an existing drawing for the current selection.
TRUE 19.0.40 Clients When viewing a list of clients, vendors, or subcontractors to choose from, an additional information icon is now available.
TRUE Fence 02.1.13 Details Resolved an issue with the "Auto Combine Items" feature within TRUE Fence. This was made to support the batch select product selection workflow.
TRUE 19.0.38 Time Card When exporting time card data, a "Year" and "Week" column have been added to support more advanced filtering and sub-summary sort options in Excel.
TRUE 19.0.38 Attributes Multiple attributes can now be added to a work ticket simultaneously.
TRUE 19.0.38 Files Users can opt to use the previous version of the files management system via a user preference checkbox option labeled "Force Class Files". When enabled, users will be navigated to the "Classic" version directly.
TRUE 19.0.38 Files Files can now be viewed from within the advanced mode of the "Personnel" module > "Time Off" > selected entry > "View Files" tile using the new file management system.
TRUE 19.0.38 eSign Improved notification message when a customer emails an eSigned PDF to themselves and the company email settings are not set up correctly.
TRUE 19.0.39 Pay Requests Wizard Added new "Jobsite" feature. This automatically fills out the pay app's amounts to be billed per schedule of value based on the current jobsite progress. The jobsite system allows for crew leaders to update which activities are completed per opening/area. Those activities include cost, sell, and estimated hour data. This allows for automatic pay app generation based on realtime jobsite conditions without requiring an onsite review by a project manager or superintendent.
TRUE 19.0.39 Integration | QBD/QBP/QBE When voiding transactions that were previously synced with QuickBooks, the transaction will now automatically flag for an update in the QuickBooks Dashboard.
TRUE 19.0.40 Job Costing Improved "Actual Completion" feature found on Work-In-Progress Report. Alongside "Financial Completion", actual completion uses job-site reported progress reports to report the real, up-to-date, completion per cost code of a project.
TRUE 19.0.39 Files In the "Files" module, the "Folders" mode has been re-added and supports the new file management system. When accessing this directly within the "Files" module, any folders and files shown within the "Folders" mode are unrelated to any other source. This allows you to have a company level storage system that doesn't require files to be related to a job or other source.
TRUE 19.0.39 Jobs When archiving multiple jobs at the same time, TRUE will now also omit the archived jobs from the list the user is viewing.
TRUE 19.0.39 Quotes When a client is selected to be added to a quote or job, if a default shipping/location address for the client is available, the user will be prompted to confirm whether it should be used as the job-site address for the job. Previously, this occurred without a prompt.
TRUE 19.0.40 Users / Access Added new "Access Wizard" available from individual Users or Profiles.
TRUE 19.0.40 eForms Added a "Default PDF" feature to the Invoice eForm. This will allow the user to set a PDF file to automatically generate for every Invoice eForm.
TRUE 19.0.40 Notes Notes can now be entered with formatting, fonts, colors, numbered lists, hyperlinks, and more.
TRUE Invoices
TRUE 19.0.46 Contracts In Submittals mode, added new customizable "Stage" field.
TRUE Fence 02.1.15 Catalog For the TRUE Fence Catalog, added a "Direct Amount Pull" and "Pull Sub Component" feature in the Component mode. This will allow the ability to disable the related component relationships for selected components. This will allow you to build the exact quantity of products without having to consider the additional component relationships.
TRUE 19.0.41 eForms Added refresh feature to all eForm previews.
TRUE 19.0.41 Integration | QBD/QBP/QBE When using a Quickbooks integration, if a client address is changed in TRUE, the client will be automatically flagged for an update sync with Quickbooks. This allows the Quickbooks address to also be updated.
TRUE 19.0.41 Clients When linking an existing client to a quote or job, only the "Shipping / Location Address" will be used to prompt the user if they wish to set the "Jobsite Address" with the same address. Previously, the system would also attempt to use the "Billing Address" if no other addresses were available.
TRUE 19.0.44 Contracts In "Releases", "Owner" and "Owner Address" can now be pre-set when generating Notice eForms.
TRUE 19.0.42 eForms Invoice eForm #17 now optionally allows transactions (payments, refunds, credits) to be shown including summarized credit/debit/bank information if using Stripe integration.
TRUE 19.0.41 Credits The "Credits Applied" section in the "Clients" module was redundant and therefore removed.
TRUE 19.0.41 Jobs Whenever one or more line items on a job automatically recur because of a set recurrence, an alert (Access ID 1618) is created for any assigned users of that job.
TRUE 19.0.42 Tools Improved how new tool IDs are set. Also adjusted the tool "Assigned" report to sort tools by ID within each Assignee with a page break in between. This allows the report to be handed to each Assignee more easily.
TRUE 19.0.41 Quotes Create a Down Payment directly from a Quote while simultaneously converting the Quote to Job. This will cut down on clicks for the user and offer a smoother transition from Quote to a Job while conducting financial transactions.
TRUE 19.0.41 Jobs When a work ticket is created from job line items in the "Items" mode, if those items have components, those components will now automatically be included on the work ticket. This change does not affect a similar feature in "Table View" mode.
TRUE 19.0.47 Setup Subscriptions can now be adjusted by clients within TRUE from the "Setup" module > "Manage My Subscription".
TRUE 19.0.42 eForms New "Worksite Evaluation & Crew Talk" eForm added.  This allows you to assess hazards, track inspections, record safety briefings, obtain signatures from all attendees and generate a PDF to be sent to a customer, etc.  This can be created and filled out on a phone, tablet, or desktop computer from any Ticket.
TRUE 19.0.45 eForms Previously generated eForms can now be filtered en masse, viewed, and marked as reviewed without having to enter each job, contract, or ticket.
TRUE 19.0.42 Calendar (DayBack) Added "Notify Crew" feature. From within any schedule, click this to send an email or text message to any resourced crew members for the schedule. Alert methods are controlled within individual Personnel records.
TRUE 19.0.43 Schedule Added a feature in the Planning workflow found in the Schedules module. You can now Archive multiple Schedule records via the Batch Select feature.
TRUE 19.0.42 Dashboard "Shop" dashboard will now auto-refresh upon initial navigation if the last update was more than 24 hours ago.
TRUE 19.0.42 CO Requests Approved Change Orders will now respect taxable status when added to the schedule of values if contract is not an AIA payment type.
TRUE 19.0.43 Materials Within each material row, current stock, reserved, done (used), and unfulfilled quantities are now displayed. This allows for easier planning when sourcing and procuring materials per contract.
TRUE 19.0.44 Bids Users can now toggle between setting "Margin" or "Markup" as their default method throughout TRUE.
TRUE 19.0.42 eForms Rich text formatting options are now available for eForms emailed from TRUE.
TRUE 19.0.42 Materials Create finished inventory from a materials list.  The most common use case is some sort of fabricated, assembled, or manufactured product that will be sold, shipped, or installed as a single item.
TRUE 19.0.43 Materials When using the "Create Inventory" feature within the Materials module, TRUE will now only allow you to create new inventory up to the indicated quantity for that material. This feature is used when an item has been assembled or manufactured and needs to be subsequently tracked as inventory for the purpose of assigning shelf locations, pallet staging, and shipping manifests.
TRUE 19.0.43 eSign Added eSign functionality to the "Purchase Order" eForm.
TRUE Fence 02.1.16 Details Added a "Use User Friendly Display" to the Details mode in TRUE Fence. This will automatically generate a more user friendly string of text for Fencing, Gate and Post products.
TRUE 19.0.43 Work Tickets Added "Kanban Board" view for Work Tickets. This allows you to easily visualize your tickets, move them between stages (columns) and types/stations (swim lanes). See who's assigned and which job/contract they're linked to along with scope of work/instructions.
TRUE 19.0.44 Planner Completely redesigned Gantt Chart available in "Planner" module. Highlights include: Changes saved automatically, export to Excel, print to PDF, filtering, row drag and drop, split tasks, right-click menu, zooming, milestones, improved dependencies.
TRUE 19.0.43 eForms Default email subject and body text can now be preset using rich text options such as bold, italics, font colors, font styles, etc.
TRUE 19.0.43 Budgets Budgets can now be set by dollar values rather than just percentages. Classes can now be set (allows for variation by division, etc). Consolidated reports can be ran for a subset of months.
TRUE 19.0.43 Bills Added "Manual Entry (Multiple)" feature to add many lines to a bill at the same time.
TRUE 19.0.43 Vehicles When setting up "Maintenance" for vehicles, an odometer/hours entry is no longer required. This allows the maintenance notification system to provide problem alerts that do not involve odometer/hours; for example, insurance, registration, and other date specific items.
TRUE 19.0.43 Jobs When marking a job as "Complete", if any reserved, unused inventory is still associated with the job, you'll receive a notification and not be allowed to proceed. The purpose of this is to decide whether the reserved inventory should be marked as done (used) or returned to stock.
TRUE 19.0.43 Routing Improved map's refresh option within Routing module. Occasionally, the route would not display after a refresh.
TRUE 19.0.43 Work Tickets When a Work Ticket with it's "Outcome" set to "Deplete Inventory" has line items linked to "Materials", and those material line items are marked as "Complete", TRUE will now deplete those related inventory items.
TRUE 19.0.43 Jobs In the Inventory mode within the Jobs module, reserve inventory can now be confirmed as done (used) from there instead of having to jump to the inventory module.
TRUE 19.0.43 Materials Improved "Materials" printed label formatting.
TRUE 19.0.43 Tools Improved Tool QR code label.
TRUE 19.0.43 Purchasing When uploading files and images into purchase orders, you can now optionally turn off the automatic feature that also links those files and images to the purchase order's job or contract repository.
TRUE 19.0.44 Company Preferences New "Plain Text Emails" option now available. Some users with nonstandard email configurations may require plain text options as opposed to rich text formatting, which is default.
TRUE 19.0.44 Work Tickets From the Kanban Board, drill down into a work ticket by first selecting it (double-click) then clicking on the spyglass icon.
TRUE 19.0.38 Tools Preventative Maintenance (PMCS) is now available for Tools. Previously, this was available only for vehicles.
TRUE 19.0.24 Payroll When selecting personnel to include in a payroll run, you can now additionally choose only salaried personnel.
TRUE 19.0.25 eForms The email body for invoices can now be pre-populated with the following merge fields: Invoice ID, Balance, Paid, Due Date, Terms, and Invoice Date.
TRUE 19.0.24 Quotes If "Manager Approval" is turned on for a quote, TRUE will not allow the quote to be marked as Sent until a user with sufficient access has approved it.
TRUE 19.0.44 Personnel Added "Advanced Filter" feature in Personnel module.
TRUE 19.0.25 Quotes When adding a contact to a quote or job and the "+" icon is used to create a new contact, the user will instead by guided through the standard New Contact Wizard. If a client is already set to the quote or job, the newly added contact will also be linked to the client.
TRUE Fence 02.1.10 Catalog The “Blank” checkbox has been rename to “Zero Quantity Item”. This allows non tangible items to be added to a fence assembly.
TRUE 19.0.24 Calendar (DayBack) In "User Preferences", each use can choose which default calendar source to load with the "Lightning Bolt" > "Calendar" feature is used.
TRUE 19.0.25 Configurator | Sq/Ft - Glass Added option to turn on/off feature that rounds up to nearest even inch.
TRUE 19.0.25 Products / Services When choosing a product / service, a new advanced filter is available as well as sorting by category.
TRUE 19.0.25 Contracts Improved "Basic" report by adding contract value and sorting options.
TRUE 19.0.27 Integration | QBO TRUE will now additionally sync uploaded documents in TRUE to QuickBooks Online when Bills are synced.
TRUE 19.0.25 Materials When ordering items from the material list of the same product but with different architectural mark numbers, TRUE allows you to consolidate for procurement reasons, but shows all related mark numbers with quantities automatically. When receiving, TRUE correctly associates these consolidated purchases to the original material list items.
TRUE 19.0.26 Calendar (DayBack) Added "Open Maps" custom button for schedules within the calendar. This allows mobile users on iOS (iPhone / iPad) or Android to open either Apple Maps or Google Maps based on their user preferences within TRUE.
TRUE 19.0.27 Contracts Added new "WIP (Current vs. Total)" report. This combines elements of the "Summarized WIP" and "Over/Under" reports.
TRUE 19.0.25 Work Tickets When choosing an image to append to a work ticket, TRUE will now initially only show you images linked to the work ticket already.
TRUE 19.0.25 Calendar (DayBack) Similar to "Events", schedules can now have a reminder set at the time of the schedule, 15 min before, 30 min before, 1 hour before, and 2 hours before. Notifications will be sent to anyone resourced to the schedule via dashboard, email or text message.
TRUE Fence 02.8.01 Drawing Fence segments can now be grouped prior to saving the drawing. This shows up in the edit panel and automatically combines segments when saved.
TRUE 19.0.25 Calendar (DayBack) New history icon added to event and schedule edit cards. These show who created and last modified each even and schedule and when.
TRUE 19.0.25 New Contact Wizard A default "State/Province" can now be set when creating a new contact or lead.
TRUE 19.0.26 Quotes Improved handling of Tax Exemptions in the Jobs workflow.
TRUE 19.0.25 Integration | QBO Added new ad hoc job and contract sync for QuickBooks.
TRUE Fence 02.1.10 Catalog Added "Demolition" as a category available in the TRUE Fence catalog.
TRUE 19.0.28 ePay When a customer pays an invoice using TRUE's ePay feature, an alert will be sent to users who have Access ID 1611.
TRUE 19.0.26 Credits Credit memos can now be voided.
TRUE 19.0.26 Bids When exporting Bid records to Excel, both the Opportunity ID and Bid ID will be included.
TRUE 19.0.26 Contracts Contracts can now be searched by the originating Bid's "Proposal ID" or "Estimate ID". Searching by "Bid ID" was always an option.
TRUE 19.0.26 Dynamic Charting Added new Dynamic Charting module available from within Quotes and Jobs. This allows for thorough analysis of sales performance and win ratios, by day, week, month, quarterly, and annually. Includes a dozen different sort options, advanced filtering, and easy to use charting.
TRUE 19.0.27 Jobs The "CSV Export" and "Import Records" features have been improved to allow for additional information to be imported into TRUE.
TRUE 19.0.27 Invoices Added "Invoice Date" to invoice list along with "Invoice Due Date".
TRUE 19.0.27 Schedule When a schedule is created from a Job or a Quote, if a "Facility" was set, the facility name will automatically be added to the resource list of the schedule.
TRUE 19.0.18 Alerts Improved upgrade Quote to Job alert notification to include additional information about the quote.
TRUE 19.0.27 Configurator | Edge When the Edge Configurator is used, The edges selected are now automatically added to the description of the service.
TRUE 19.1.01 Clients The "Contacts" list in Clients, Vendors, and Subcontractors modules can now be sorted by name instead of only by date of creation.
TRUE 19.0.28 Personnel When new quotes, jobs, contracts, purchase orders, or bills are created, a default "Company" can now be set based on the user's linked personnel record's default settings.
TRUE 19.0.31 eSign eSign/ePay links will now use a shortened URL.
TRUE Fence 02.1.11 Catalog Improved how "Options" are handled within TRUE Fence App.
TRUE Fence 02.1.11 Catalog Added "Blank" post type option.
TRUE 19.0.31 Credits Files / Emails / Notes can now be linked to Credit Memos.
TRUE 19.0.28 eForms Pictures added to a "Purchase Order" eForm will now show as attached pages.
TRUE 19.0.28 Company Preferences Added option to "Disable Activity Logging" when time clock punch notes are entered. This will prevent those notes from appearing in the job, contract, or work ticket the punch was for.
TRUE 19.0.28 Company Preferences When importing projects from QuickBooks into TRUE, you can now choose if those projects are added as a Job or Contract.
TRUE 19.0.28 Pay Requests Wizard When creating pay requests or invoices for Contracts, you can now automatically enter the percent completion based on incurred cost to date for each contact item (schedule of values). An additional option also allows you to also include committed costs (Purchase Orders & Field Expenses). These features automate billing for complex contracts as long as job costing is up-to-date.
TRUE 19.0.28 ePay ePay is now optimized for use on a phone.
TRUE 19.0.29 CO Requests When upgrading a Change Order Request to a Change Order a new Description field has been added allowing the user to quickly modify the description before applying to the SOV.
TRUE 19.0.28 Miscellaneous User experience when batch selecting items in a picker list has been improved throughout TRUE.
TRUE Field 2.1.10 Schedule Added feature to limit the number of days ahead of today a TRUE Field user can see their own schedule.
TRUE 19.0.29 ePay Quotes can have a deposit paid through ePay in addition to optionally requiring eSign. This streamlines your sales process by sending a single email where a client can view, sign, and make a deposit. You're notified when a quote is either signed or a payment has been made. This applies to eForms 22, 23, and 30.
TRUE 19.0.28 Quotes In Quotes and Jobs, if a point of contact (POC) is set, and that contact has a primary phone or a primary email, those will show instead of the client's primary phone or email in the information section.
TRUE 19.0.28 Jobs Can now more easily search for a scheduled date to find all jobs from within the advanced filter of a job.
TRUE 19.0.31 Work Tickets Tickets can now be made visible for time clock in a batch action. This makes it easier to quickly allow (or disallow) many tickets from being used for time keeping all at once.
TRUE Fence 02.7.01 Drawing Added new "Arrow" tool. This allows an arrow to be drawn anywhere on the grid, modify line length, and rotate orientation.
TRUE Fence 02.7.01 Drawing Measurements can now be hidden per fence object. This is especially helpful for existing fence sections.
TRUE Fence 02.7.01 Drawing Text can now be rotated 90 and -90 degrees.
TRUE 19.0.29 Inventory Improved "Inventory by Location" report to include additional options.
TRUE 19.0.28 eSign eSign is now optimized for use on a phone sized display screen.
TRUE 19.0.30 Products / Services Improved "Reorder Report" features.
TRUE 19.0.33 Expenses When expenses are added to a merchant invoice (credit card bill), the "class" will now automatically be set based on settings in the related Job or Contract.
TRUE 19.0.30 Company Preferences Improved Company Email set up to use Nylas integration which allows seamless authentication with any email provider.
TRUE 19.0.30 User Preferences Made improvements to Personal Email section to allow for seamless authentication with any email provider using Nylas integration.
TRUE 19.0.29 User Preferences When using a custom configuration app, you can now bypass TRUE's default items list in the Quotes and Jobs modules to navigate directly in your app.
TRUE 19.0.30 CO Requests Entire CO Requests can now be duplicated. This includes all linked files and estimates.
TRUE 19.0.31 Purchasing New company preference to set all newly created purchase orders to tax exempt by default.
TRUE 19.0.31 Configurator | Sq/Ft - Glass Adjusted configurator to allow the quantity to be entered prior to the glass size as an alternative option.
TRUE 19.0.31 Integration | QBD/QBP/QBE Created streamlined installer for easy setup for QuickBooks Desktop, Premier, and Enterprise users.
TRUE 19.0.31 Integration | QBD/QBP/QBE When Customers and Vendors are imported from QuickBooks, the payment terms will now also be set to their defaults found in QuickBooks.
TRUE 19.0.32 Jobs Access ID 1612 has been added to control the ability to duplicate jobs.
TRUE 19.0.32 Contracts Added incomplete work ticket count to contract notifications in the overview mode.
TRUE 19.0.33 Contracts Added "Schedules" to the Contracts overview mode. This will show a list of schedules linked to this contract or any work tickets linked to this contract.
TRUE 19.0.31 Schedule Improved "Notify Crew" feature to combine multiple selected schedules and send one text message per person.
TRUE 19.0.33 Time Card When exporting records in the Time Card module after performing a search, the export will now only contain the resulting records, rather than all records.
TRUE 19.0.32 Leads Improved New Contact Wizard to clearly show which fields are used to find possible matches.
TRUE 19.0.31 Purchasing Purchase Orders can now be filtered by the linked job or contract's primary client from within the "Purchasing" module "Advanced Filter".
TRUE 19.0.32 Routing Added "Advanced Filter" capability for the Routing module.
TRUE 19.0.33 Calendar (DayBack) Perform a one-time transfer of calendar data from Google, Apple, Exchange, or Office 365 into TRUE's event or schedule system. Available in the "Setup" module.
TRUE 19.0.32 Users / Access Within the Users/Access module, users can now change the default Calendar View for other users.
TRUE 19.0.36 Jobs Added a "Source" option in the Advanced Filter for Jobs, allowing users to search for this field.
TRUE 19.0.32 Jobs Added a "Source" and "Attribute 1" column to the Jobs export. This is based off of the Contact relationship.
TRUE 19.0.35 Time Card Improved "Personnel Hours Report" to include "Payroll ID", with full breakdown of "REG", "OT1", "OT2", and "PTO" for the period indicated. This allows a user to obtain a quick report instead of using the integration options TRUE offers in the "Payroll" module.
TRUE 19.0.33 Bids Adding new Contacts from an Opportunity, Bid, or Contract now triggers the New Contact Wizard for ease of use.
TRUE 19.0.33 eForms Added "Default PDF" option for "Quote - Lump Sum" eForm (#23).
TRUE 19.0.33 eForms Added a "DEFAULT PDF" feature to eForm ID 23. You can now add additional PDF pages to generate when this eForm is created.
TRUE 19.0.44 Inventory Added "Inventory by Category" report. This summarizes current inventory counts by the category set in the "Products / Services" module. Each category has it's own page.
TRUE 19.0.34 Company Preferences The option to set a Facility, Division, or Company in the following modules can now be hidden via company preference: "Leads", "Quotes", "Jobs", "Opportunities", "Bids", "Contracts", "Bills", and "Work Tickets".
TRUE 19.0.33 Invoice Wizard Added "Payment" feature within Invoice Wizard. This allows you to skip seeing the invoice and move directly to taking a payment on that invoice within a Job. Designed to optimize workflow for front sales desk staff.
TRUE 19.0.36 Milestones Added additional options to "Show Contracts Only", "Show Jobs Only", and included an advanced filter for refined searches.
TRUE 19.0.43 Products / Services New "Hierarchy" feature available. Using the "Setup Hierarchy" feature in the "Products / Services" module, you can organize the products and services in TRUE in a way that makes it easier for your team to find the right one. When picking an item to add to a quote, job, bid, or material list, "Hierarchy View" is now available.
TRUE 19.0.33 Tools Added a "S/N" and "Attributes" column to the Tools module "Summary" PDF. This should provide the user more relevant information.
TRUE 19.0.33 Tools When generating an Excel export of the Tools module, you will now be able to track "Attribute 1" and "Attribute 2" assigned to each respective tool.
TRUE 19.0.35 Categories Added a feature within the Quote and Job module. This allows the user to set a default message for the "Notify Client" button for both email and text options, which can be modified in Categories.
TRUE 19.0.34 Company Preferences Added "Auto-Archive Delay" feature for Purchasing records in company preferences. When a number of days is entered, such as "30", any Purchasing record that has been fulfilled (all items marked as received) will automatically be archived.
TRUE 19.0.34 Work Tickets Improved how the indicators totals update in the Work Tickets module.
TRUE 19.0.34 Purchasing Improved performance when searching through thousands of active Purchase Orders.
TRUE 19.0.33 eSign When using eSign on a phone sized device, the use now sees "Open" instead of "Download" and can tap the image of the quote to open it on their device. This further allows the user to zoom in and send it elsewhere.
TRUE 19.0.33 Job Costing In the Job Costing mode within Contracts, "Cost Code" now works as a drop-down list.
TRUE 19.0.34 Invoices Improved the invoice search functionality to make it easier for the User to search by number.
TRUE 19.0.33 Invoices Added a "Job Total" field to the Commission report.
TRUE 19.0.37 Credits Vendor Credits can now be synced with Quickbooks. Previously, only Client Credits could be synced.
TRUE 19.0.34 eForms Adjusted the display region for an image for eForm ID #22 and eForm ID #23. This will now take up the entirety of the page, rather than a portion.
TRUE 19.0.34 User Preferences Users can now be optionally restricted from their own user preferences using access ID 1613.
TRUE 19.0.20 Purchasing When creating calendar schedules from a purchase order, a new company preference allows you to optionally assign users assigned to the purchase order's linked job or contract to the newly created schedule. This is often helpful so project managers can see when their purchase orders will be shipped or delivered.
TRUE 19.0.20 Integration | QBD/QBP/QBE Bill (Vendor Invoices) line items now sync job/contract information when synced with QuickBooks.
TRUE 19.0.20 Vehicles Maintenance records can now be appended with additional information. This does not modify what was previously entered.
TRUE 19.0.20 Quotes "Follow-Up Date" added to Advanced Filter.
TRUE 19.0.44 Work Tickets Added a CSV export feature for the Work Ticket module. This can be found in the Items mode of a selected Work Ticket.
TRUE 19.0.46 Vehicles Checklists can now be created for Vehicles, Tools, and Rentals. This allows predesigned checklist templates to be created and then applied whenever needed.
TRUE 19.0.20 Integration | QBD/QBP/QBE Added Terms import from QuickBooks for "nonstandard" type terms.
TRUE 19.0.20 Quotes The notify client feature in Quotes, Jobs, and Work Tickets modules now provide the user with a drop-down list of phone numbers to choose from when sending text messages. Previously, only an email drop-down list was provided when sending emails.
TRUE 19.0.20 Planner When the "Open in New Browser Window" feature is used, the planner becomes read-only. Any changes made will not be saved.
TRUE 19.0.20 Bills When linking a Contract to a Bill, all contracts, whether they're active or archived, are now available to be selected.
TRUE 19.0.20 Time Card "Hours Report" can now be generated in decimal or time format.
TRUE 19.0.21 Integration | QBO Improved bill syncing involving taxes with QuickBooks for Canadian users.
TRUE 19.0.20 Materials Itemized change orders can now easily be added to your material list. Within the Materials module, the option to select a Change Order now appears when the "+" icon is selected.
TRUE 19.0.20 Time Review Added personnel name search field.
TRUE 19.0.20 Materials Material items can now be batch selected by phase.
TRUE 19.0.20 Contracts "Opportunity ID" and "Bid ID" have been added to the advanced filter.
TRUE 19.0.23 Dashboard Added "Service (Individual)" and "Contracts (Individual)" new dashboards. This will allow a user to only see summarized information pertaining to their jobs, contracts, etc.
TRUE 19.0.20 Inventory Inventory product export has been updated to include additional information including stock and reserve costs.
TRUE 19.0.20 Inventory "Omit" feature added to batch actions.
TRUE 19.0.21 Alerts Changing the stage of a contract now sends an alert to anyone with access 1609.
TRUE 19.0.20 Receiving When receiving, items can now be bundled and staged into cartons and pallets. Labels can additionally be printed for bundles, cartons, and pallets.
TRUE 19.0.21 Personnel PTO can now be duplicated across multiple personnel at the same time.
TRUE 19.0.21 Contracts Improved Contract notifications. Added new notifications and now are clickable to navigate you directly to the issue.
TRUE 19.0.21 Products / Services Added new "Percent" type for Products/Services. This allows percent based charges to be stored. For example, if a 10% extra charge needs to be applied to a quote for whatever reason, that's now easily added as another line item. If there's a 5% shipping charge, that can be added too.
TRUE 19.0.21 Time Review Time clock punches will no longer require approval if both the start and finish punches are within 1km of the job-site or authorized facility when using TRUE Time or Time Clock.
TRUE 19.0.21 Time Review In addition to filtering personnel by name, you can now filter by group. Personnel can be assigned to a group within their advanced settings.
TRUE 19.0.21 Calendar (DayBack) Schedules on the calendar will now display an address, when available, without having to click on it.
TRUE 19.0.21 eForms eForm #13 "Advanced Quotes" now supports hiding all items and showing non-billable prices. This provides additional options for lump sum, section break-out pricing, and showing options pricing. Also added a new "Notes" field below the line items but above where "Inclusions" and "Exclusions" appear. Finally, you can now rename "Inclusions" and "Exclusions" to whatever you want.
TRUE Field 2.1.10 Daily Report When a "Daily Report" is submitted from the TRUE Field mobile app, an alert is now created for anyone assigned to the Contract.
TRUE Field 2.1.10 Work Tickets When a TRUE Field user adds a new activity log to a work ticket, TRUE will send an alert to the ticket's "Requestor" and any other assigned users.
TRUE 19.0.21 Inventory When using the advanced filter within the Inventory module, selecting a "Location" will now produce a list to choose from.
TRUE 19.0.21 Work Tickets Added "Change Location" outcome option for work tickets. This allows a work ticket to be used to have a list of inventory items that, when checked off, will update their location to a preset location. This is useful when transferring items between facilities, vehicles, or job-sites.
TRUE 19.0.21 Inventory When printing inventory labels, if the inventory item is linked to a material with a job site ID (Door ID, Mark #, etc), this additional information will appear on the label.
TRUE 19.0.28 eSign Improved eSign feature for an optimized experience on a mobile phone.
TRUE 19.0.22 Jobs The "Unscheduled" count will now include linked Work Tickets the Job may have.
TRUE 19.0.21 Integration | Pro-Tech When purchasing items based on a Pro-Tech import, TRUE now allows consolidation based on the product description.
TRUE 19.0.21 Work Tickets Work Tickets itemized with materials can now be converted to inventory items using the "Convert to Inventory" feature. This allows a predetermined material list to be scheduled and waiting for items to be received. Once received, those items (which are now inventory) can be swapped out based on the material list.
TRUE 19.0.21 Work Tickets If the client associated with a Work Ticket is on "Account Hold", a new segment appears within the Work Ticket to notify the user of this.
TRUE 19.0.21 Receiving When printing inventory labels during receiving, TRUE will now ask if you only want to print labels that have yet to be printed. This can be helpful during backorder or partial delivery situations. At anytime the "Unprinted" feature can be used as well for the same effect.
TRUE 19.0.22 eForms "Salesperson" feature has been added to eForms 23 & 51. This feature already existed on eForms 22 & 45.
TRUE 19.0.22 Work Tickets New "Outcome" option added to Work Tickets named "Job Item Stage". When used, completed line items that are linked to Job items will automatically update those job items to the stage "Complete".
TRUE 19.0.21 eForms "Advanced Quotes" eForm (#13) will now optionally allow the general "Bid ID" to display instead of the default Proposal ID.
TRUE 19.0.21 Products / Services Added "Reserve" and "On Order" to the Reorder Report. In addition to showing "On Hand" (Stock) quantities, it now shows counts of items reserved for jobs/contracts, and the quantity currently unreceived on purchase orders.
TRUE 19.0.21 Time Card Added "Activity" filter and sort.
TRUE 19.0.22 List Templates Added optional "Description/Scope/Instructions" field to the List Templates module. When used, this will also pre-populate the same named field in the Quote, Job, Bid, or Work Ticket it's being applied to.
TRUE 19.0.22 Time Card When filtering time clock punches, if "Type" is set to "Attendance", when the search is performed, the user will be additionally asked if they want to constrain the results by a specific attendance reason (PTO, Sick, etc.).
TRUE 19.0.21 eForms Optimized "Purchase Order" eForm #12 with new design elements.
TRUE 19.0.21 Work Tickets Notes created from a Work Ticket are now additionally linked directly to the Job or Contract.
TRUE 19.0.21 Requests In Advanced Filter for the Requests module, the "Custom 4" field will now show all previous values in a drop-down list. For door hardware companies, this is commonly used as the "Vendor No".
TRUE 19.0.22 Requests Can now sort by Requested Date, Job/Contract, Date Needed, Requestor, Product/Service, Cost Code, etc.
TRUE 19.0.22 Products / Services For the "Percent" feature, in the "Based On" field, additional options for "Labor Pre-Tax" and "Material Pre-Tax" have been added.
TRUE 19.0.22 eForms eForms can now not only have different templates based on "Company/Brand", but the internal names can now be named to whatever you want. This is helpful if you want a template for one user or type of work versus another.
TRUE 19.0.24 Time Clock When a note is entered during a time clock punch, that note will now show in the activity log for the job, contract, or work ticket.
TRUE 19.0.21 Leads Improved upgrading a Lead to a Quote when the "New" option is chosen for whether to create a new client. TRUE will now perform an additional duplication check and inform the user if it thinks a match is found.
TRUE 19.0.21 Work Tickets When adding a file to a Work Ticket and the "Existing" feature, instead of "New", feature is used, you will now be presented with a list of files to choose from that are related to the Job or Contract the Work Ticket is linked to.
TRUE 19.0.21 Quotes Improved Rounding feature to additionally allow a user to automatically add a "Price Adjustment" line item that will affect the total (including tax) to round the entire job to a specific amount. The previous method of automatically adjusting each line item's markup to achieve a specific subtotal (pre-tax) is still available.
TRUE 19.0.21 List Templates When selecting a template to load into a list of Tasks, Quote Items, Job Items, Estimate Items, or Work Ticket Items, you can now filter them with a keyword search.
TRUE 19.0.22 eForms A salesperson can optionally be shown on the "Invoice" eForm.
TRUE 19.0.21 eForms Improved "Report of Injury" eForm found in Contracts.
TRUE 19.0.22 Journal If a client or vendor name is changed, those changes can now optionally be propagated to all existing journal entries.
TRUE 19.0.21 Contracts When viewing invoices linked to a contract, TRUE will now display all related invoices instead of just the invoice selected.
TRUE 19.0.21 Company Preferences Added 6 minute intervals to time clock options.
TRUE 19.0.21 Work Tickets Added Excel export to Work Tickets module.
TRUE 19.0.21 Work Tickets Whenever the estimated hours for a Work Ticket is now changed, an Activity Log entry is created indicated what it was changed to, who did it, and when.
TRUE 19.0.22 Contracts Job Costing data can now be exported to Excel for multiple contracts at the same time.
TRUE 19.0.22 Contracts Contract items (Schedule of Values) for multiple contracts can now be exported to Excel at the same time.
TRUE 19.0.22 Alerts Whenever a Work Ticket is created, anyone with Access ID 1306 will receive an alert notification.
TRUE 19.0.23 Work Tickets Inventory can now be batch added from within a Work Ticket.
TRUE 19.0.23 Purchasing Added batch "Complete (Archive)" feature.
TRUE 19.0.22 Payroll "Verify Personnel" step now requires each "Personnel" record to have a "Type" (not empty). Also, additional requirements for Payroll ID, Pay Rate, Address, etc, will only be enforced for "Employee" type records. "Temporary Worker" and "Independent Contractor" type records will be ignored.
TRUE Fence 02.1.9 Catalog Assemblies in TRUE Fence can now have a sell price set to the parent fence type but calculate cost based on the components' cost. Previously, each item had to have its own sell and cost set.
TRUE 19.0.23 Invoices Added "Commission Export". This will export all invoices based on assignment. This includes commission basis by assigned. An invoice can have multiple assignees, each with their own percentage of the commission basis.
TRUE 19.0.24 Invoice Wizard Improved Invoice Wizard to better support complex assemblies and mixed material/labor on the same line items.
TRUE 19.0.23 Integration | QBD/QBP/QBE Resyncing source documents (Invoices, Bills, Pay Requests, etc) to QuickBooks now requires Access ID 1610.
TRUE 19.0.40 Integration | Geotab When integrated with Geotab (Fleet Tracking), updated mileage data automatically feeds into TRUE each evening to provide up-to-date preventative maintenance and scheduled maintenance alerts for your drivers and fleet manager.
TRUE Fence 02.1.9 Catalog Fence components are now shown in both "each" and "LF" quantities for easier setup.
TRUE 19.0.28 Integration | QBD/QBP/QBE Added the ability to sync standard credit memos in addition to Down Payment Credit Memos. To support this feature we've added a Refund wizard to the invoices module to create credit memos linked to a refund payment.
TRUE 19.0.24 Pay Requests Added additional fields on the AIA Style Document that can be preset when new pay requests are created.
TRUE 19.0.24 Integration | QBD/QBP/QBE Added additional support for syncing inventories/assemblies with QuickBooks.
TRUE 19.0.24 Unposted Added new Revenue Recognition system. Services can be set to be recognized by a set or manual time period. When invoiced, TRUE Accounting will automatically create appropriate journal entries to recognize revenue over time.
TRUE 19.0.21 Company Preferences Added new "Restrict Markup/Margin" feature. When activated, TRUE will not allow users to reduce a product/service's markup/margin below what it's currently set to. This applied to the Quotes, Jobs, and Bids modules.
TRUE 19.0.24 eForms "Signatures - Standard" eForm Template can now optionally hide the contractor signature block.
TRUE 19.0.24 Work Tickets Added "Complete" filter and count.
TRUE 19.0.24 Reminders Reminders can now be set to recur weekly, biweekly, monthly, quarterly, and annually.
TRUE 19.0.24 Materials When "Procurement" is clicked on, the user will jump to see any linked Requests or Purchases, if available.
TRUE Fence 02.6.02 Drawing Improved how measurements display with different gate orientations.
TRUE 19.0.24 Materials Potential Change Orders and Requested Change Orders can now be added to your Material list prior to being issued a formal Change Order.
TRUE 19.0.24 Job Costing New "Table View" allows an easier to use way of sorting, changing cost codes, contract items, and deleting job costing records.
TRUE 19.0.24 Vendors Improved 1099 Report.
TRUE 19.0.24 Work Tickets Added "Reviewed" checkbox in the Advanced Filter.
TRUE 19.0.24 Quotes Multiple "Percent" type Products/Services can now be added to quotes, jobs, and bids.
TRUE Fence 02.1.9 Catalog Added "Service" as an option with setting the "Type".
TRUE 19.0.24 Time Review Time punches can now be locked/unlocked daily. Previously, this was only available per punch, per week, or for all employees for a week.
TRUE 19.0.24 Contracts Improved Contracts CSV export.
TRUE 19.0.27 Integration | QBD/QBP/QBE When importing Projects from QuickBooks Desktop, Premier, Enterprise, or Online to TRUE, you can now select which ones are to be treated as "Jobs" and which ones are "Contracts".
TRUE 19.0.24 eForms eForm #13 (Advanced Quotes) in Bids module now shows a list of related emails to choose from when sending an email.
TRUE Fence 02.1.9 Catalog Catalog items can now be deleted in a batch action.
TRUE 19.0.24 User Preferences The "Branding" option will now use an optional Internal Name. This allows easy selection of different brands that may have differing addresses or eForm template defaults, but not different names.
TRUE 19.0.24 Purchasing The "New File" feature in Purchasing will show related Job or Contract files when the "Existing" option is used.
TRUE 19.0.24 Contracts Add "Paid" column to the default Excel export for the Contracts module.
TRUE 19.0.10 Products / Services "Export Price Book" and "Import/Update Price Book" features now available. This allows you to export product and pricing data to Excel, modify it, and re-import it to add or update those changes within TRUE. The purpose of this is to provide a quick way to update large amounts of data via Excel.
TRUE 19.0.09 eForms Added "Incomplete" to the show options for the "Work Ticket" eForm. This allows you to hide completed items on a work ticket.
TRUE 19.0.10 Receiving Added a feature to manually adjust the date an item was received. This will automatically update linked journal entries in open periods when using TRUE Accounting.
TRUE 19.0.10 Contracts Contracts can now be batch archived from the list view.
TRUE 19.0.16 eForms Modified "Advanced Quotes" eForm (#13) to handle "Optional" estimates. This allows options (alternates) to show toward the bottom of the bid, but not be included in the total.
TRUE 19.0.11 CO Requests The CO Request amount field still allows manual entry as an option, but now shows the total of the "used" estimates of the default proposal by default.
TRUE 19.0.10 Contracts Temporary workers can now be added from within the Time Card mode of a Contract to track their time. This can be useful for field Foremen to quickly add new temp workers without having to involve office staff at the moment.
TRUE 19.0.10 Payroll When selecting personnel for a payroll run, TRUE will automatically filter out personnel who are of type "Temporary Worker" and "Contractor". Additionally, TRUE will now prevent you from accidentally adding the same person more than once.
TRUE 19.0.10 eForms The expiration date for the following eForms can now be set to automatically calculate based on a number of days by default: "Quote - Items", "Quote - No Items", "Quote - Items (Original)", and "Quote - No Items (Original). The eForm IDs are 22, 23, 45, and 51.
TRUE 19.0.20 Pay Requests Pay Requests can now be formally voided with full support with QuickBooks and TRUE Accounting.
TRUE 19.0.40 Email Settings Email signature blocks can now be customized with different fonts, colors, inset logos, hyperlinks, and other formatting features.
TRUE 19.0.46 Work Tickets Kanban Board now includes modifiable "swim lanes" that support breakout by "Type" or "Job / Contract".
TRUE 19.0.12 Pay Requests When billing for retainage, you can now choose any percentage to bill instead of the remaining balance for each selected pay request.
TRUE 19.0.11 Quotes The email capture code can now be used to search for an existing quote.
TRUE 19.0.11 Files Files can now be opened with a single click into a new browser window using the "Open" button. Files can still be downloaded, emailed, marked-up and shared.
TRUE 19.0.11 Clients Added feature to clear primary contact.
TRUE 19.0.11 Work Tickets When a work ticket is completed, the "Time Clock" checkbox (which allows this ticket to be clocked into) will now be unchecked automatically.
TRUE 19.0.46 Work Tickets Improved the time clock feature within a selected work ticket.
TRUE 19.0.14 Time Clock GPS data is now obtained when using the web browser version of TRUE. The FMGo version of TRUE on iOS devices now works without a delay. If using the TRUE Pro version installed on a desktop, it can be set to automatically link to a Facility via the Authorized Devices module within Company Preferences.
TRUE 19.0.11 Bids The Bid ID can now be used by default instead of Opportunity ID whenever a new bid is created.
TRUE 19.0.11 eForms Work Ticket eForm now includes Location ID, Pallet ID, Carton ID, and Purchase Order ID on line items linked to inventory.
TRUE 19.0.11 Quotes When creating a new quote or job from the clients module, if the Notice of Commencement (NOC) field has a value in it, a task "NOC Required" is created along with an attribute "NTO" and "NOC Required".
TRUE 19.0.11 eForms RFI eForms can now have attached PDFs or Images as additional appended pages.
TRUE 19.0.13 Purchasing When a schedule is created from a Purchase Order, anyone assigned to the linked Job or Contract will now automatically be added to the schedule's resource list.
TRUE 19.0.40 Vehicles Field Purchases (Expenses) can now be applied to vehicles.
TRUE 19.0.12 Reports Made improvements to Bank Reconciliation report.
TRUE 19.0.14 Reports Improved Contract WIP Report and Contract Cost Report.
TRUE 19.0.12 Time Card Users who are a "Supervisor" of personnel can view those personnels' time punches even if they do not have permission to see anyone else's.
TRUE 19.0.13 Contracts When using the "Copy from Bid" feature, you can now select one or more proposals created within that bid to pull into your existing contract.
TRUE 19.0.12 Jobs The unscheduled job count will now only include jobs that have no schedule or have an expired schedule.
TRUE 19.0.13 History Improved history (audit logs) filtering to now allow searches by module.
TRUE 19.0.13 Events Calendar event notifications will now be sent using Twilio. This removes the requirement to include a carrier for users. If an event has an alert set, all assigned users will receive an alert notification via dashboard, email, and text. This is independent from standard TRUE alert notification method preferences.
TRUE 19.0.14 Purchasing Whenever the "Date Required" or "Expected Delivery" date fields in a purchase order are modified, the date they were changed to will now show in the activity log. You may have these date fields labeled with a different name.
TRUE 19.0.13 Purchasing Improved line item imports from CSV files in Purchasing module.
TRUE 19.0.26 Dashboard Added "Salesperson" and "Sales Manager" dashboards. These summarize quote/bid, job/contract, and invoice/pay request information by person over weeks, months, quarters, and years. The "Salesperson" dashboard allows someone to see how they're performing in real-time. The "Sales Manager" dashboard allows comparisons between multiple sales staff members. TRUE now allows for multi-person commission percentages on each job/contract. This results in a "Commission Report" that provides accurate basis totals for the period the report is ran per person.
TRUE 19.0.13 eForms Multiple personnel can now be batch selected when populating the "Labor" section of the Daily Report eForm.
TRUE 19.0.44 Users / Access Added Access Permission 1621 and 1622. These control the ability to receive an Alert when a new Opportunity (1621) or Bid (1622) is created or upgraded. Access Permission 1309 has been modified to control this Alert functionality for Contract records.
TRUE 19.0.13 Time Clock Improved the "Auto Determine Cost Center" feature. When creating a time punch, this will show you the closest job/contract and closest facility/division based on your current GPS. This allows workers to better identify the correct job or shop their working in.
TRUE 19.0.13 Time Clock When asked to choose which Job, Contract, Ticket, Facility or Division a user can clock into, they now additionally have the option to choose from anything their scheduled to for today. This should save additional time when clocking in.
TRUE Fence 02.1.6 Catalog Product components can now be exported to Excel with match keys. These can then be further linked within Excel. This allows fence components, posts, hardware, and other items like sandbags be connected and setup within Excel, then imported into TRUE Fence.
TRUE 19.0.14 Opportunities The "Due Date" field has been renamed "Review Date" since due dates should be set in the "Bidders" mode.
TRUE 19.0.14 Bills Via company preference, bills can optionally allow disbursements to occur prior to initial journal entries indicating a liability.
TRUE 19.0.14 Pay Requests Added "View Transactions" feature in Pay Requests to quickly view related receipts.
TRUE 19.0.14 Integration | GDS Estimating TRUE's integration with GDS Estimating has been updated to support a recent change in how glass data is exported.
TRUE 19.0.14 Integration | GDS Estimating TRUE's integration with GDS Estimating has been updated to support a recent change in how parts data is exported.
TRUE 19.0.14 Calendar (DayBack) The Planner (Gantt Chart) now can appear on the calendar alongside your labor schedules. This allows you to use the Planner as a forecast tool to compare to the actual schedule.
TRUE 19.0.20 Jobs Improved adding and viewing multiple contacts in Quotes and Jobs.
TRUE 19.0.14 Jobs During the down payment process, if the user cancels in the transaction step, they'll now be prompted to see if the invoice that was created should also be canceled.
TRUE 19.0.14 Pay Requests Retention can now be modified on multiple pay requests at the same time.
TRUE 19.0.14 Vehicles When a "Preventative Maintenance", "Mileage/Fuel" or "Maintenance" entry is created, the vehicle's odometer/hours will only be updated if the date on the entry is after the oldest date already stored.
TRUE 19.0.14 Addresses Addresses can now be easily copied out of TRUE from within the "Edit Address" card.
TRUE 19.0.14 Payroll The "Verify Punches" feature will update linked Labor Classifications for jobs/contracts with prevailing wages. This allows you to modify the "Wages" after time clock punches are created but before you use this feature.
TRUE 19.0.14 Bills Added "Class" to the advanced filter in Bills module.
TRUE 19.0.15 Contracts Made various improvements to the Over/Under Report.
TRUE 19.0.15 Work Tickets If stock inventory items in a work ticket are marked "complete", and that work ticket is linked to a job/contract, those items will now show as reserved and will be job costed to the job/contract in addition to depleting inventory. Previously, items needed to be reserved prior to added to a ticket to ensure they were job costed to a job/contract.
TRUE 19.0.44 Purchasing Purchase Order line items can now be optionally exported to Excel. Previously, only the Purchase Orders themselves, not their line items could be exported.
TRUE 19.0.19 Change Orders When a potential change order is created using the TRUE Field mobile app, anyone assigned to the contract will now receive an alert notification.
TRUE 19.0.15 Bids When a bid is upgraded to a contract, if the option to set the contract items with the "Estimates" instead of "Items" is chosen, the estimate "Title" will now be used to set the contract item description. If that's empty, the estimate ID will be used.
TRUE 19.0.23 Time Review Added "Approve" feature to daily options.
TRUE 19.0.15 Contracts Within the "Labor" mode of a contract, you can now quickly jump to vehicles, tools, and rentals that are currently assigned to the contract.
TRUE 19.0.15 History Users can now view the "History" of any record in any module without having to scroll through the activity log by simply clicking on the "View History" tile or icon. Previously, users had to navigate to the History module and perform a separate search.
TRUE 19.0.15 Bills Added "Activity Log" to Bills module.
TRUE 19.0.15 Alerts When a Time Off Request alert notification is selected, you'll now be navigate directly to the message in notes instead of to the personnel record.
TRUE 19.0.15 Contracts Requests can now be created and viewed directly from a contract.
TRUE 19.0.15 eForms Non-Billable items can now have their pricing shown but not be included in the total sell price when using the "Advanced eForm" (#13) in the "Bids" module. A new "Non Billable Price" checkbox appears in the Show Options section to toggle this feature on/off. This is commonly used to show option pricing for a customer while not including it in the current proposal total.
TRUE 19.0.15 Work Tickets Work Tickets can now be filtered based on the stage of the Job or Contract their linked to.
TRUE 19.0.15 Inventory Inventory line item notes now appear in the item list view.
TRUE 19.0.17 Integration | QBD/QBP/QBE QuickBooks dashboard now loads immediately with full counts of syncable items. Previously, depending how many items needed to sync, a delay of up to 20 seconds could occur.
TRUE 19.0.16 Integration | QBD/QBP/QBE When syncing time clock data with QuickBooks Pro, Premier, or Enterprise, TRUE now additionally syncs job/contract information. This is similar to a feature already provided for QuickBooks Online.
TRUE 19.0.16 eForms Non-Billable items can now have their pricing shown but not be included in the total sell price when using the "Quote - Items" (#22) and "Quote - Items (Original)" (#45) in the "Quotes" and "Jobs" modules. A new "Non Billable Price" checkbox appears in the Show Options section to toggle this feature on/off. This is commonly used to show option pricing for a customer while not including it in the current proposal total.
TRUE 19.0.16 Payroll Attendance data, such as PTO, Vacation, etc, can now be optionally included in the payroll breakout for export to your payroll provider. This is controlled via a company preference.
TRUE 19.0.16 Purchasing Purchase Order ID's can now be shown with a job incremented ID number. Previously, only contracts could have contract incremented purchase order ID's.
TRUE Fence 02.1.7 Catalog Improved user interaction when setting linear foot (LF) and each unit pricing in product catalog.
TRUE 19.0.17 Users / Access Access profiles can now be batch added to multiple users simultaneously.
TRUE 19.0.16 Work Tickets Updated text and email client notification feature found in Work Tickets, Quotes, and Jobs modules.
TRUE Fence 02.1.10 Catalog Added "Blank" option to catalog. This allows items to be added to the selection list that are placeholders with zero quantity. This supports items that are purposefully empty, such as "No Top Fascia". An option with pricing can then be easily added.
TRUE 19.0.16 Products / Services Importing/Updating items in the Price Book from Excel now includes updating on hand inventory counts.
TRUE 19.0.18 Pay Requests When using TRUE Accounting, if a pay request is modified after posting, an adjusting entry can now automatically be created.
TRUE 19.0.16 Calendar (DayBack) Added "Edit" action for "Bidder" dates. This allows you to jump for a bid due date in the calendar to the appropriate Opportunity or Bid.
TRUE Fence 02.1.7 Drawing When a TRUE Draw image is saved, it will now be saved with the selection name.
TRUE 19.0.16 Pay Requests Improved how retention is updated when a previous pay request is modified.
TRUE 19.0.20 Time Card Users of TRUE can digitally sign a time card of their hours. HR Managers can view who has signed and who has not. All time cards are stored in the employee's personnel record and can be batch printed. Time Cards can be optionally customized to fit meet unique requirements.
TRUE Fence 02.1.7 Selections TRUE Fence is now compatible with the "Contracts" workflow in TRUE. Previously, it was only configured to work with the "Jobs" workflow.
TRUE 19.0.18 Work Tickets Work Tickets created from a Job can now optionally have the "Description / Scope / Instructions" and Files toggled for "Field" visibility automatically added. These can be toggled in "Company Preferences" module > "Work Tickets" section: "Set Description" and "Set Related".
TRUE 19.0.17 Posted Added optional "Unpost and Delete" feature to posted journal entries module.
TRUE 19.0.18 Expenses A "Class" can now be set to an Expense in TRUE. This will additionally sync with QuickBooks Online, Pro, and Enterprise.
TRUE 19.0.21 Bids Estimate line items within a Bid can now be set as billable or not via a batch action.
TRUE 19.0.18 Payroll When importing data from payroll provider Paychex and the "Paychex Condensed" format is used, TRUE will additionally include employer costs entered in the “Total Weekly Employer Contribution” field within the Personnel module.
TRUE 19.0.18 Integration | Pro-Tech Updated Pro-Tech import for use in Bids and Quotes modules. Previously, import was setup for Materials module with the latest features.
TRUE 19.0.18 Alerts Improved upgrade Quote to Job alert notification to include additional information about the quote.
TRUE 19.0.18 Inventory When exporting inventory data to Excel, the Vendor's Order ID will now be included, if available.
TRUE 19.0.20 Company Preferences The "Connection Log" feature shows you the last time each user has connected and what they're using to connect with. This can include browser type and version, for example.
TRUE 19.0.19 Cost Codes Improved Job Costing report by Cost Code.
TRUE 19.0.18 Integration | Pro-Tech Improved import speed.
TRUE 19.0.18 Bids Tasks mode now added to Bids module.
TRUE 19.0.34 eForms Added "Item Tax" show option in eForm #13 used in the "Bids" module. When toggled on, tax will be included in estimate breakouts.
TRUE 19.0.18 Bids Similar to a feature available in Quotes, sent Bids can now be set with a follow-up date. TRUE will sent an alert notification to anyone assigned to the Bid on the follow-up date.
TRUE 19.0.18 Shipping A shipment can now be linked to an existing route or a new route created from within a shipment. Previously, this could only be done in the Routes module.
TRUE 19.0.19 Work Tickets Work Tickets can now be set to have different outcomes when a line item is completed. For example, when inventory items are marked as complete, inventory can either be depleted or nothing can happen. This is useful if you're using the ticket to deplete inventory or if working on assembly.
TRUE 19.0.20 Purchasing Added "Product ID" to CSV export of purchase order line item data.
TRUE 19.0.03 Quotes Quotes and Jobs can now be rounded to a desired sell price. TRUE will adjust the line item markup/margin accordingly to reach the indicated sell price. This is the same feature that was already available in the Bids module.
TRUE 19.0.03 Jobs Improved "Notify Client" feature to allow more room for messages and custom email / phone number input.
TRUE 19.0.01 Contracts When reviewing bills (vendor invoices) from within a contract, you can now click on an icon to jump straight to any uploaded files to expedite approval.
TRUE 19.0.03 Jobs Changing the job stage updates the activity log for that job.
TRUE 19.0.03 Quotes When a stage is changed in a Quote, an activity log entry is created for that Quote.
TRUE 19.0.01 Purchasing When a purchase order's stage is modified an activity log entry now appears.
TRUE 19.0.03 Contracts A contract's schedule of values and budget can now be populated from the linked bid after the contract has been created using the new "Copy from Bid" feature.
TRUE 19.0.02 Schedule Resources linked to a schedule can now be hidden from the text that is displayed as an option. This can be helpful when using the notify crew feature when revealing other resources is not desired.
TRUE 19.0.02 Products / Services Products / Services can now be assigned to specific Divisions.
TRUE 19.0.02 ePay Allowed ePay to work with invoices with a zero balance.
TRUE 19.0.02 Integration | QBD/QBP/QBE Sync "Classes" from QuickBooks to TRUE anytime.
TRUE Fence 02.6.01 Drawing TRUE Fence can now support very large fence segments. New settings including "Scale". To draw fence segments in the thousands of linear feet, set the scale as low as 1px/ft. The "Grid Size" options will correspondingly adjust. Adjust these settings prior to creating the drawing.
TRUE 19.0.03 Bids Bids can now have a unique ID number that increments. This is in addition to the Opportunity ID, Proposal ID, and Estimate ID options. Additionally, you can choose to use the Bid ID or the Opportunity ID when viewing this Bid in TRUE.
TRUE 19.0.02 Vendors Added new report to show how much has been paid to vendors within a specified time frame.
TRUE 19.0.02 eForms Added "ePay" feature to "Invoice (Original)" eForm.
TRUE 19.0.05 Integration | GDS Estimating Improved import for "Parts" to work for "Quotes", "Jobs", "Purchasing", and "Materials" modules. Additionally, the import can automatically link to an existing "Products / Service" item if the match field is set in the format: <>-<>
TRUE 19.0.03 Purchasing Purchase Orders can now be optionally incremented by a contract dependent ID number when a contract is linked.
TRUE 19.0.03 eForms When eForms in the Quotes and Jobs modules are created, the date for the eForm will be set to today's date by default instead of the date the Quote or Job was created.
TRUE 19.0.03 User Preferences Added "Facility Counts" feature. When checked, dashboards and module summary counts will be based on the user's default facility instead of companywide. This allows team members in different facilities to only see information that's pertinent to them.
TRUE 19.0.02 Reports Improved "Credit Statement" report to only show what's currently available.
TRUE 19.0.40 Point of Sale Automatic credit card fees can now be applied based on a minimum transaction amount. When a user via the Point of Sale feature or a customer via ePay decides to pay with a card (as opposed to bank, cash, check, etc), TRUE will check to see if the payment amount exceeds the threshold. If so, they'll be prompted to confirm the credit card fee before continuing. This allows them to decide to use another payment method. If they continue, the fee will be added to the invoice and the total will be updated. This feature works via Point of Sale, ePay for Invoices and ePay for Quote/Jobs when making a down payment.
TRUE 19.0.03 Point of Sale When using Stripe for payment processing, if an email address is entered, it will now auto-populate in the receipt step.
TRUE 19.0.20 ePay Invoices can now be paid via a bank account in addition to a credit card using Stripe. This saves both the customer and seller in fees normally charged with a credit card.
TRUE 19.0.03 Materials Products can now be batch selected when adding to a material list.
TRUE 19.0.02 Inventory Added new access permissions: Access ID 1595: Export Inventory to CSV. Access ID 1596: Mark inventory as "Done". Access ID 1597: Return inventory. Access ID 1598: Resolve a problem. Access ID 1599: Return a Reserved item to Stock. Access ID 1600: Delete inventory. Access ID 1601: Edit inventory.
TRUE 19.0.03 Jobs While in table view, selecting the options for a parent level item will reveal a new feature to select only the components for that line.
TRUE 19.0.03 Work Tickets If a user attempts to start a work ticket and has an open time clock punch already, they'll be rerouted to the Time Clock module to address it first.
TRUE 19.0.03 Jobs When viewing data in table view, each assembly group can now be more easily identified with shading that separates them.
TRUE 19.0.03 Jobs You can now search for a phone number linked to a job from either a contact or client separately in Advanced Filter.
TRUE 19.0.10 Products / Services Inventory shrinkage can now be handled from within the Products / Service module if quantities are known after an inventory count.
TRUE 19.0.04 Personnel Crew notifications are now sent via Twilio instead of SMS. Therefore, the "Carrier" is no longer needed in the personnel module. Simply add a phone number and crew members will receive crew notifications.
TRUE 19.0.03 Dashboard All primary dashboards will now auto update prior to the start of the day.
TRUE 19.0.03 Invoices Invoices can now optionally have their G/L class be automatically set based on the facility linked to the originating job.
TRUE 19.0.03 Work Tickets Tickets can now optionally auto-assign the user who created them by company preference.
TRUE 19.0.03 Quotes Quotes will now send a follow-up alert notification after they've been sent. Anyone assigned to the quote and anyone with access ID 1602 will receive the alert. Alerts can additionally be offset via company preference.
TRUE 19.0.03 Payroll Added a company preference which optionally allows salaried employees to have hours counted by punch duration.
TRUE 19.0.04 Jobs Job costing entries can now be imported via CSV into the "Jobs" module.
TRUE 19.0.03 Inventory Inventory can now be searched via a specific product selection or by simple text name within the advanced filter feature.
TRUE 19.0.03 Inventory When viewing stock inventory by product in the Inventory module, you can now create a "grocery list" of items to itemize. Using other existing functions, those items can then be reserved, sold, added to a ticket, etc.
TRUE 19.0.03 Jobs Improved features available when using the "Inventory" mode within a Job.
TRUE 19.0.03 Locations Improved inventory and product counts user interface within Locations module.
TRUE 19.0.03 Locations When viewing a selected location, you can now see a count of inventory items, navigate to them with a single click, and see counts of products as well.
TRUE 19.0.03 Products / Services Added modifiable "Match ID" to allow users to link pre-set products/service items to imported items from partner apps.
TRUE 19.0.03 Reports Updated design of Balance Sheet and Income Statement formatting when using TRUE Accounting.
TRUE 19.0.03 Expenses Expenses created from credit cards will automatically have a job costing type of Committed.
TRUE 19.0.03 Contracts Added feature to allow a contract to be reverted back to a bid.
TRUE 19.0.04 Bids When upgrading a Bid to a Contract, if assemblies are being used, TRUE will create schedule of value line items for the parent assembly while creating job costing budget type entries for all of the components of those assemblies. This allows for detailed breakout by cost code and a streamlined budget setup for new contracts with complex builds.
TRUE 19.0.03 Alerts Alerts can now be saved as a PDF report.
TRUE 19.0.11 Events Calendar events that are set to repeat can now have their repeating pattern modified without having to re-create them.
TRUE 19.0.03 Quotes The ability to toggle uploaded files for view within TRUE Field mobile app has been added to the Quotes module.
TRUE 19.0.06 Bids Improved visibility of batch selection checkboxes.
TRUE Fence 02.1.5 Catalog Add "Iron" as another Fence category option.
TRUE 19.0.03 ePay Down payment type invoices can now be sent and include the optional ePay link.
TRUE 19.0.07 Cost Codes Cost Codes can now have a sub-code for even more granular job costing tracking.
TRUE 19.0.05 Jobs When creating a work ticket from a job, if any line items already have reserved inventory, you have an option to create items for the work ticket that are either based on the job items or the inventory items.
TRUE 19.0.04 Materials When creating a Work Ticket from item within the Materials module, you'll now be asked if you want the ticket to have line items representing the materials or the linked inventory items (if there are any).
TRUE 19.0.04 Materials Jump to linked reserved inventory from items on the material list that have been fulfilled.
TRUE 19.0.04 Attributes Attributes can now be batch added in Leads, Quotes, and Jobs modules.
TRUE 19.0.04 Personnel Improved PTO (Paid Time Off) feature to display more information without having to click into a specific entry.
TRUE 19.0.07 Personnel Files can now be uploaded and viewed by linking them directly to a PTO entry.
TRUE 19.0.04 Jobs Added "Title" to the Quotes and Jobs modules list views.
TRUE 19.0.04 Contracts When viewing contract items in table view, whether line items are taxable or not can now be modified using a batch action.
TRUE 19.0.04 Contracts Contract line items will be now automatically set to be taxable or nontaxable when added manually based on whether the contract's tax type is set to "Tax Exempt" or not.
TRUE 19.0.05 Contracts Contracts can now be invoiced with a percentage holdover automatically calculated and tracked. This holdover can be invoiced at a later date. This is in addition to the existing feature to generate pay applications with retainage. If invoices are synced with QuickBooks, the holdover amount can be treated as unearned revenue.
TRUE 19.0.06 Integration | QBD/QBP/QBE When using QuickBooks Desktop or Enterprise, the first assigned user of a job can now be synced from invoices in TRUE.
TRUE 19.0.06 eForms Unused eForm types can now be hidden to simply repetitive workflows for users.
TRUE 19.0.05 eForms eForms can now have defaults set per "Company / Brand". This allows for different terms, auto-attachments, exclusions, and other options to be set to automatically load for different divisions or regions. Since each user can have a default "Company / Brand", this allows each member of the team to automatically load the eForm with the settings that best suits them.
TRUE 19.0.05 Integration | QBD/QBP/QBE Improved the time it takes to refresh the items to be synced on the QuickBooks dashboard.
TRUE 19.0.06 Products / Services When creating inventory items manually, if the linked product has a location set, the newly created inventory items will be set with the same location.
TRUE 19.0.06 Materials When sorting the material list by "Job / Contract", all items for that job/contract can be selected with a single click.
TRUE 19.0.06 Inventory Improved "Inventory by Location" report.
TRUE 19.0.06 Jobs Jobs can now have multiple contacts similar to how Contracts work.
TRUE 19.0.09 Integration | GDS Estimating Importing glass sizes from GDS to TRUE have been improved in the Quotes, Jobs, Purchasing, and Materials modules.
TRUE 19.0.06 Reports Top Clients report can now be ran as an Excel export in addition to the standard PDF option.
TRUE 19.0.06 Integration | QBO Additionally added syncing of credit memos for QuickBooks Online. This was already a feature when syncing QuickBooks Enterprise.
TRUE Fence 02.1.5 Drawing Further enhanced drawing performance when creating fence segments over 1000' linear feet.
TRUE 19.0.06 Invoices Added auto-archive feature option to automatically archive invoices with a zero balance after the number of days entered.
TRUE 19.0.08 Routing When archiving a route, an optional check can now be performed to ensure all linked shipping records have posted journal entries prior to proceeding. TRUE Accounting is required for this feature.
TRUE 19.0.07 Shipping When an invoice is now created from a shipping record, the date of the invoice will be based on the first related manifest item's "Completed" date instead of today's date. The "Completed" date is the date that item was delivered. If a shipment has multiple completed dates, the invoice may need to be manually adjusted for the appropriate date.
TRUE 19.0.08 Bills New optional feature to disallow a bill payment unless all items on the bill have been 100% received.
TRUE 19.0.12 eForms Improved "Statement 2" eForm to also include client credits.
TRUE 19.0.07 Time Review Removed extra dialog that appears confirming overtime has been updated when recalculating time punches.
TRUE 19.0.07 Payroll Minimum required fields to fill are now highlighted in pay period details step.
TRUE 19.0.12 Integration | QBD/QBP/QBE Received items in TRUE can now be synced with QuickBooks as expected Bills. This feature requires the Advanced Inventory feature with QuickBooks Enterprise.
TRUE 19.0.09 Reports When using TRUE Accounting, the Profit & Loss Statement can now additionally be shown by Job or Contract.
TRUE 19.0.31 Contracts WIP reports ran within contracts now can be ran with "everything", "as-of-date", or "date range" options.
TRUE 19.0.35 Files Fully redesigned file management system with drag & drop, folder hierarchy, and image grid view.
TRUE 19.0.08 Jobs When assigning users to tasks in the Jobs module, multiple users can now be selected.
TRUE 19.0.08 Contracts Added "Custom App" feature in options menu in selected contracts overview page.
TRUE Fence 02.1.6 Selections Gate pricing can now be determined by linear ft instead of as each as an option.
TRUE 19.0.13 Integration | QBD/QBP/QBE When ledger accounts are inactivated in QuickBooks, those same ledger accounts will now automatically become archived in TRUE after a sync.
TRUE 19.0.09 Users / Access Improved Access module to allow easier filtering of access controls by workflow, module, and more.
TRUE 19.0.09 Time Review The "Auto Unpaid Break" feature can now have the start and finish times set to a default time other than 12:00pm - 12:30pm.
TRUE 19.0.11 Bills When the "Inventory" segment is clicked to update inventory costs, it will now turn green to indicate that action has been taken.
TRUE 19.0.09 Bids Items in table view can now clearly be identified if they have a linked product / service. New products / services can now be created from bid line items too.
TRUE 19.0.09 eForms A default PDF can now be appended to the "Advanced Quote" eForm.
TRUE 19.0.09 Bids Estimates can now have a description added to them along with a title. When generating an "Advanced Quote" eForm when "No Items" is checked, a new option "No Estimate" appears. If left unchecked, the eForm will show all of the used estimates, with their title and the descriptive paragraph underneath them. These features allow for a lump sum eForm that's easy to generate, customized for your customer, and yet shows no line item amounts.
TRUE 19.0.21 Bids Added new "Restrict Markup/Margin" feature. When activated, TRUE will not allow users to reduce a product/service's markup/margin below what it's currently set to. This applied to the Quotes, Jobs, and Bids modules.
TRUE 19.0.09 Time Review Improved "Error Check" to visually split the overlap and gap messages.
TRUE Fence 02.1.6 Catalog Improved "Sync with TRUE" feature to support updating existing "Products / Services" in TRUE including the primary "Price Book" price with data from the catalog when used.
TRUE Fence 02.7.01 Drawing Fence segment colors can now be set to any combination of colors.
TRUE 18.0.34 eForms Added a new option to show or hide line item notes on Purchase Order eForms by default.
TRUE Fence 02.1.3 Catalog When selecting an item from the catalog, it's components and the components of those will all be pulled. All quantities are set automatically based on the context of the parent item. For example, if a 6' wide fence segment is selected, not only will any appropriate line, corner, and end posts be set with the correct quantities, but the hardware, caps, and bags of concrete for those posts will also be pulled with the correct quantity.
TRUE 18.0.34 Bids Allows users to choose tax rates with drop-down list instead of a picker selection. Drop-down lists are preferable when there's only around a dozen or so to choose from. When there's more, a picker with search feature is available.
TRUE 18.0.34 System Information Added "View Change Log" feature to load up a list of all changes made in TRUE organized by project, module, version, and description.
TRUE 18.0.34 eForms When eForms are generated with additionally attached PDFs, the filename will either be set with the form name ("Fence Quote.pdf", for example) or with the ID from the module it's for ("PO2020-00535.pdf", for example).
TRUE Fence 02.1.3 Catalog When selecting item options for a component, you're now presented with all options set to that specific component and all relevant options set to the parent item. This allows you to build your catalog by linking options at either the component level, the parent level, or a mixture of both.
TRUE 18.0.34 Inventory Inventory items can now be selected by entering a quantity instead of selecting each one. Enhancements to the Advanced Filter make it easier to find inventory linked to a specific job/contract or product. If using inventory as a check in/out system, batch selected items can be reserved to a job/contact or returned to stock easily. All inventory reports have been improved and now run in context of the inventory currently filtered.
TRUE 18.0.34 Jobs Archiving or reactivating a Job will create an entry in the activity log.
TRUE Fence 02.1.4 Catalog Along with "Markup", added "Margin" feature.
TRUE 18.0.34 Contracts Added "Email Capture" feature for RFIs, Submittals, and Transmittals. Also added "Files" upload feature for "Transmittals". A new blue "PDF" icon will appear for RFIs, Submittals and Transmittals when an eForm has already been created. Clicking the icon will take you to the eForm.
TRUE 18.0.35 Jobs You can now revert a job back to a quote as long as certain conditions are met.
TRUE 18.0.35 Pay Requests Added "Bill for Balance" feature for pay applications
TRUE 18.0.34 Bank Reconciliation Cardholder name added to credit card reconciliation export.
TRUE 18.0.35 Quotes When an assembly is present in Quotes, Jobs, or Bids, you can now adjust the parent level quantity to automatically adjust all component relative quantities.
TRUE 18.0.35 eForms In the "Quote - No Items" eForm, added the ability to attach images and append PDF files. A default appended PDF can also be set. This eForm is commonly used for simple Lump Sum proposals.
TRUE 18.0.35 Receiving Improved processing time when receiving large shipments.
TRUE 18.0.37 Receiving Improved inventory QR code label generation speed.
TRUE 18.0.35 Work Tickets When manifesting an item from a pick ticket, the shelf location will now be cleared.
TRUE 18.0.35 Work Tickets Inventory linked to a work ticket will now additionally show the related purchase order number if available.
TRUE 18.0.36 Bids When a bid is upgraded to a contract, schedule of value lines now include additional metadata including quantities, unit of measurements, and unit price.
TRUE 18.0.38 eForms The "Advanced Quote" eForm in the Bids module and "Quotes - Items" eForm in Quotes module now have a "Markup" option which will show cost, markup, and sell price per line item. This is useful for certain contract jobs which require this to be shown.
TRUE 18.0.35 eForms In the "All-In-One" eForm, added a default preference to show "Estimated Ship Date, Notes & Method" instead of "Salesperson". Also, the phone number for the client's billing information will now appear if available.
TRUE 18.0.36 Quotes All unit sell amounts throughout TRUE will now show 4 decimal places if needed.
TRUE Fence 02.1.4 Catalog Click on components to view them and then navigate back to parent item.
TRUE Fence 02.1.4 Catalog Posts can now be set as "Line", "End", "Corner", "End/Corner", or "Line/Corner/End". This allows for the same product to be used in different ways without having to add duplicate products to your catalog.
TRUE 18.0.35 Point of Sale Setup credit card payments via Stripe for down payments on Jobs so an invoice doesn't have to be created first.
TRUE 18.0.35 Invoice Wizard When creating standard invoices (instead of pay apps) from within the Contracts module, newly created invoices will separate the taxes appropriately if a tax type has been set for the Contract.
TRUE 18.0.35 List Templates When a product with an assembly is set, the price will now show the total assembly price.
TRUE 18.0.36 List Templates Stored list templates now include linked product component and assembly builds.
TRUE 18.0.35 eForms When a "Safety Talk" eForm is created, then a topic is selected, the description of the eForm will automatically be set to the topic name with today's date.
TRUE 18.0.35 Contracts Field Reports can now be sorted ascending or descending by Type, Date, or Description.
TRUE Field 2.1.10 Expenses The list of G/L accounts shown is now restricted to just expenses.
TRUE 18.0.38 Integration | TOAD Added an option that will launch a TOAD configuration window and save the results to an existing product rather than creating a new one.
TRUE 18.0.35 Contracts Modified the Change Order Log Report to only show change order requests and approved change orders. Also added client's contract ID along with internal ID.
TRUE Fence 02.1.4 Settings If user's dashboard is set to "Custom", whenever the dashboard is navigated to, the user will see a list of active quotes and jobs to choose from. Clicking on any of these will then navigate the user to the configuration options for that quote or job. This allows sales and estimators users to quickly find quotes and jobs they need to work on.
TRUE 18.0.36 Work Tickets If a work ticket or pick ticket has inventory records linked to it, you can now print inventory labels directly from those line items.
TRUE 18.0.37 Bills Moved "Update Inventory" feature to workflow bar for easier visibility.
TRUE 18.0.37 Shipping Added additional manifest sorting options "Creation" and "Notes".
TRUE 18.0.37 Routing Stops on a delivery route can now easily be moved into another route.
TRUE 18.0.38 Dashboard Financial dashboard has been updated to reflect recently added new features.
TRUE 18.0.37 Quotes Added "Factor Quantity" feature to table view to allow for quick multiplication and division of multiple selected components in assemblies.
TRUE 18.0.38 Work Tickets If items have not been worked and, if a linked shipment is present, items have not been fully manifested, a pick ticket cannot be set to "Complete".
TRUE 18.0.38 Unposted Journal entry templates can now be created and used to save time when creating common entries.
TRUE 18.0.38 Materials Updated CSV import to support newly added fields.
TRUE 18.0.38 eForms Updated most eForms for new light style design.
TRUE 18.0.38 Quotes Improved importing mechanism for adding line items to Quotes, Jobs, and Bids.
TRUE 18.0.38 eForms "Advanced Quote" eForm in Bids will now summarize multiple estimates with custom naming and section totals.
TRUE 18.0.38 eForms Line Items can now be hidden for the "Advanced Quote" eForm in the Bids module.
TRUE 18.0.38 eForms "Invoice" eForm line items can now be hidden.
TRUE 18.0.38 Purchasing When emailing a Purchase Order, a drop-down list will appear to choose from related vendor and contact emails.
TRUE 18.0.38 Invoices When exporting invoice data, the linked job or contract facility and/or division will now additionally be included.
TRUE Field 2.1.10 Images If an image is uploaded without a title, the filename will be set via time stamp instead of randomized sequence.
TRUE 18.0.38 eForms Improved "Lump Sum" eForm template to prevent overlapping of some fields.
TRUE 18.0.38 Products / Services When duplicating products, linked components will now also be duplicated.
TRUE 18.0.38 eForms Optionally show markup on an "Invoice" eForm when linked to a job.
TRUE 18.0.38 Job Costing Can now jump to view source of job costing record from the job costing list to view purchase orders, expenses, bills, inventory changes, and payroll.
TRUE 18.0.38 Contracts Increased the amount of text that can fit in the pay application description.
TRUE 18.0.38 eForms In "Purchase Order" eForm, line numbers can optionally be displayed as bullet points.
TRUE 18.0.38 Integration | QBD/QBP/QBE Invoices with additional credit card fees will now sync to QuickBooks.
TRUE 18.0.39 eForms Optionally hide "Paid" and "Balance" in the "Order" eForm (#21).
TRUE 18.0.39 Receiving The Receiving Log now additionally shows the job/contract and who received each item.
TRUE 18.0.39 Bids Improved copy, paste, and duplication of estimates to better support components and assemblies.
TRUE 18.0.39 Materials Pull bid line items into your material list after a contract has been created.
TRUE 18.0.39 eForms The "Job/Contract ID" can now be hidden on the "Invoice" eForm.
TRUE 19.0.01 eForms Any eForm can now additionally be saved into the "Files" repository and linked to the source (quote, job, invoice, purchase, ticket, etc.). This can be useful when it should be shared using the TRUE Field app.
TRUE 18.0.39 eForms Previous "dark" style eForms have been re-added due to popular demand and can be identified with the "Original" tag.
TRUE 18.0.39 Receiving Receiving Log can now be exported to Excel.
TRUE 19.0.03 Bills A warning message will now display if creating journal entries for a bill with a unreconciled balance.
TRUE 19.0.03 Integration | QBD/QBP/QBE Users are now required to only use terms and tax codes synced from QuickBooks when a QuickBooks integration is enabled.
TRUE 19.0.03 Quotes Optional add-ons like TRUE Fence now launch via a new "Optional App" instead of via "Custom App". This is to allow both optional apps and customized apps to be used at the same time.
TRUE 18.0.39 Products / Services Price Book entries can now be duplicated.
TRUE 18.0.40 Bids In the "Vendor Quotes" mode, the ability to "View Emails" and "View Files" has now been added.
TRUE 18.0.40 Time Review When reviewing time punches, the personnel list can now be additionally filtered to show only those individuals who are in the same facility as you, division as you, or you are their supervisor.
TRUE 18.0.40 Bills When clicking into a bill line item "Quantity" or "Amount" field, the field contents will be selected by default.
TRUE 18.0.40 Alerts The access ID that triggers the alert shown in your notification center is now visible to allow administrators to easily modify which alerts should show.
TRUE 19.0.01 Phone List The phone list can now be exported to Excel.
TRUE 19.0.01 Requests When a purchase order is created from a request, if that request is linked to a product/service with a vendor, the vendor will automatically be set to the purchase order.
TRUE 18.0.40 Purchasing Removed "Completed" and added "Unsent" to the main list options. Added "Unsent", "Sent" and "Requester" to the advanced filter.
TRUE 18.0.40 Purchasing A vendor quote can now be created after a purchase order was created from within the purchase order.
TRUE 18.0.40 eForms When a Purchase Order eForm is emailed, an activity log is now created.
TRUE 18.0.40 eForms Purchase Order eForms can now be sub-summarized by Stock, Job and Contract.
TRUE 19.0.13 Purchasing A payment (disbursement) can now be applied to a Purchase Order. This creates a vendor credit that can be applied to a Bill at a later date.
TRUE 19.0.03 Integration | QBD/QBP/QBE Entirely redesigned QuickBooks dashboard to improve syncing workflow.
TRUE 19.0.11 Calendar (DayBack) New "Bidders" source added to calendar. This shows all bid due dates and times with linked project name and client. Modifications made within the calendar will update the bid due dates in real-time.
TRUE 18.0.40 Schedule Crew notifications will now be sent via Twilio API instead of SMTP.
TRUE 19.0.01 Bills If a bill is not linked to a job or contract, all job costing features hide or become inactive.
TRUE 19.0.01 Bills Added "Stage" to the list view.
TRUE 19.0.02 Reports Profit & Loss Statement can now be displayed by class when using TRUE Accounting.
TRUE 19.0.01 eForms Added "Purchase Order (Original)" eForm.
TRUE 19.0.01 Tasks Added PDF report within that shows information about each task.
TRUE 19.0.01 eForms The number days the expiration will be set to is now programmable via the default settings for the "All-In-One (Original)" eForm.
TRUE 19.0.03 Receiving Added "Advanced Filter" feature to Receiving module.
TRUE 19.0.43 Messages Send and receive internal and text messages between users, personnel, and customers with new "Messages" module. Internal messaging included with all subscriptions. Contact TRUE sales to learn more how to turn on SMS based text messaging with customers.
TRUE 19.0.01 Vehicles When review preventative maintenance records, if a large amount of text was entered, you can now review it easier by clicking on it.
TRUE 19.0.01 eForms Added "Quote - No Items (Original)" eForm.
TRUE 19.0.02 Jobs A review of a job can now be required or ignored when creating invoices.
TRUE 19.0.01 Jobs "Shipment" workflow segment now hides if there are no linked shipments.
TRUE 19.0.03 Receiving In Advanced Filter, users can now find items to be received that are linked to a job or contract they're assigned to.
TRUE 19.0.03 Receiving Added new "Received" filter option that, when clicked, allows you to quickly find items that were received today or within a specified date range.
TRUE 18.0.20 Contracts "Change Order Log" report now available to show "CO Requests" and "Change Orders" to provide to a client GC.
TRUE 18.0.38 Inventory Select a material (BOM) to link to an existing item in inventory.
TRUE 18.0.37 eForms Added "Paid" and "Balance" to "Order" eForm.
TRUE 19.0.03 Invoices Modify G/L accounts by line item manually in addition to by product/service when using TRUE Accounting.
TRUE 19.0.14 Deposits Can now generate a PDF report of all deposits currently in the filtered list.
TRUE 18.0.39 Unposted Added the ability to view a journal entry's source (invoice, bill, etc.) for an unposted entry.
TRUE 18.0.25 Unposted Add the ability to change accounting periods via "batch" select.
TRUE 18.0.32 Invoices Improved history tracking when performing accounting actions in the following modules: Invoices, Bills, Receiving, Shipping, Expenses, Pay Requests, and Transactions.
TRUE 18.0.40 Bills Bills with unreconciled differences can now be searched for in the advanced filter.
TRUE 18.0.21 Integration | Paylocity Updated Paylocity payroll export.
TRUE 19.0.03 Banks Improved batch selection during bank and credit card reconciliation workflows.
TRUE 19.0.03 Chart of Accounts Accounts can be bundled in custom groups on an Income Statement when using TRUE Adccounting.
TRUE 19.0.33 Bills Added activity log to "Bills" module.
TRUE 18.0.37 Inventory New inventory menu allowing quick access to stock, locations, and products. Also allows quick filtering by contract, vendor, and purchase orders.
TRUE 19.0.40 Map Map now shows last time clock punch location for each employee. Additionally show company facilities, contracts, and jobs to see where everyone is in relation to the work they're performing.
TRUE 18.0.39 Contracts Improved standard AIA style pay application based on user feedback.
TRUE 19.0.26 Travel Calculator Added new "Travel Calculator" feature in Quotes, Jobs, and Bids modules. TRUE will automatically calculate costs associated with travel time, vehicle use, per diem, and lodging based on a variety of factors such as distance, rotation schedule, number off workers per vehicle, etc.
TRUE 18.0.37 Inventory Improved export of inventory data.
TRUE 18.0.19 Staging Carton and Pallet barcode labels can now be printed via roll or sheet.
TRUE 19.0.01 Vendors 1099 Box Number field added with drop-down list.
TRUE 19.0.09 Personnel Added "Training" section to keep track of which certifications, licenses, and skills each team member has. Certification expirations are automatically notified ahead of time too.
TRUE 19.0.03 Invoices Added "Void" feature for invoices. Included compatibility with TRUE Accounting and all current versions of QuickBooks.
TRUE 19.1.01 Contracts New pay app forecasting feature available. Project managers can now enter anticipated amounts to be billed for a contract's next pay app which can then be inserted by the billing department with a click of a button. This prevents having to communicate this information through some other means and simplifies the entire process.
TRUE 18.0.39 ePay Customers can now pay invoices via an ePay link which allows payment via Stripe. This link can be included when an invoice is emailed to a customer. The customer can then download or email the paid invoice to themselves showing a zero balance.
TRUE 19.0.24 Calendar (DayBack) Calendar records can now be locked by anyone and unlocked only by those with access.
TRUE 19.0.07 Miscellaneous You can now save queries used in the Advanced Filter feature for all modules. This allows you to name your query and shows your queries by default. You can optionally see other users' queries so you can share with your team.
TRUE 18.0.19 Clients Added batch archive functionality to both "Clients" and "Vendors" modules.
TRUE 18.0.20 Inventory Added additional filterable date fields in the advanced filter.
TRUE 18.0.20 Shipping Shipping manifests can now be sorted via "Description", "Job / Contract", "Ticket", "Staging", "Complete", and "Problem".
TRUE 18.0.37 Clients Added additional available totals for Excel export feature.
TRUE 18.0.38 Reports Credit Reference report can now additionally be ran directly from within a Client or Vendor record.
TRUE 18.0.32 Unposted When creating a journal entry for a transaction, if a description is present, it will now be copied it into the notes field of the journal entry.
TRUE 18.0.37 Jobs Improved Jobs data export.
TRUE 18.0.32 Pay Requests Wizard Made it easier to see if using percent complete, amount, or quantity method when creating a pay request.
TRUE Field 2.1.09 Expenses When an "expense" is submitted via TRUE Field, the "Set Tax Paid In Expenses" checkbox in "Company Preferences" > "Financial" section will now be honored. When this field is checked, the "Tax Paid" field in the newly created "Expenses" record will also be checked.
TRUE 18.0.37 Taxes Additional Canadian tax support added to AR and AP workflows.
TRUE 18.0.24 Company Preferences Jobs and Contracts can now have different default tax rates and tax basis. Most firms set their Jobs as "Retail" (inclusive of markup) while Contracts are "Purchase" (cost only).
TRUE 18.0.38 Company Preferences Selecting a tax rate can now be done via drop-down list or searchable picker list.
TRUE 18.0.38 Bills Individual line items can now be set to taxable or nontaxable.
TRUE 19.0.14 Reports Improved income statement and balance sheet trend reports.
TRUE 18.0.24 Contracts A new contract type, "Upon Delivery" has been added. This allows both invoices and pay requests to be created for the same contract. For firms who want to recognize revenue when items are shipped, not when pay requests are sent can use this feature.
TRUE 18.0.24 Integration | TOAD The text "TOAD" will now appear if a product record is linked to a TOAD configuration. This is used for door hardware firms.
TRUE 18.0.28 Integration | TOAD Improved syncing pricing information between TRUE and Total Opening Application Developers (TOAD) partner app in the Products / Services module.
TRUE 18.0.35 Materials When creating a pick ticket, if any of the selected materials have an incomplete work order linked to them, a message will display notifying the user.
TRUE 18.0.24 Work Tickets Material barcode labels can now be created directly from a work ticket line item. This is useful when an assembly has been completed and a unique, scannable, label including job and description is needed to affix to it.
TRUE 18.0.25 Work Tickets When a schedule is created from a work ticket, the "Hours" field in the schedule is set based on the estimated hours from the work ticket. This is useful when running analytics in the calendar and need to see when you're above or below your production capacity.
TRUE 18.0.32 Integration | Pro-Tech Extraneous data from a Pro-Tech import will now be set to the "Other" field instead of "Notes" in the Materials module.
TRUE 18.0.24 Inventory Added "View Same" feature to quickly see inventory that matches what you're currently viewing.
TRUE 18.0.24 Work Tickets Added a user preference to set a specific work ticket type for each user. This is useful when workers need to quickly see work tickets for a station or area; for example, "Welding", "Brake Metal", "Key Shop", "Job Processing", etc.
TRUE 18.0.25 Integration | Pro-Tech The unit sell price from Pro-Tech will now be shown in TRUE.
TRUE 18.0.25 Purchasing If a Purchase Order is set to "Drop Shop" or the Request that created was set to "Drop Ship", all line items will automatically be set not to receive.
TRUE 18.0.24 Requests Multiple requests can now be set to Drop Ship simultaneously.
TRUE 18.0.24 Requests Users are now prevented from accidentally creating a Purchase Order that has a mix of Drop Ship items and non-Drop Ship items.
TRUE 18.0.24 eForms When emailing eForms, you can automatically cc yourself, as an option.
TRUE 18.0.24 Activities Separate activity defaults can now be created for jobs and contracts.
TRUE 18.0.38 Files Added advanced filtering options.
TRUE 18.0.37 Milestones Now allows up to 20 characters instead of 12 for longer descriptions.
TRUE 18.0.34 Integration | QBD/QBP/QBE Enhanced QuickBooks Enterprise Product import process to handle situations when cost data is missing.
TRUE 18.0.32 Work Tickets Improvements made to how TRUE handles linked inventory items for cost of goods sold entries when marking work ticket items as complete.
TRUE 19.0.11 Checklists When generating a checklist for a personnel record, the personnel's name now appears on the printable PDF.
TRUE 18.0.27 Shipping The "Review" segment in the shipping workflow can now be hidden by company preferenece.
TRUE 18.0.27 Materials Items can now be pre-set as "Stored Materials". This allows for quick viewing of items for billing purposes on AIA style pay applications.
TRUE 19.0.20 Pay Requests Wizard When creating pay applications, items that have been received which are designated as billable as "Stored Materials" can now be automatically tabulated and added.
TRUE 18.0.37 Addresses Improved how addresses are displayed when selecting from a list.
TRUE 18.0.39 Expenses When working with a merchant invoice (typically used for credit card bills), you can now select expenses (field purchases) to add additional line items. Previously, you could only pull expenses that were linked to the same bank account.
TRUE 19.0.03 Integration | QBO Upon initial deployment new TRUE customers can import all QuickBooks job as either Jobs or Contracts in TRUE.
TRUE 18.0.39 Integration | QBO When syncing an invoice to QuickBooks Online, the linked job will also sync if it doesn't already exist.
TRUE 18.0.39 Integration | QBD/QBP/QBE Syncing QuickBooks Enterprise data will now additionally include service jobs. Contract jobs only were previously supported.
TRUE 18.0.40 Integration | QBO Improved syncing of time clock data when using QuickBooks Online.
TRUE 18.0.32 Bids Improved "Rounding" feature to allow the subtotal of the estimate to be rounded up by adjusting the markup in the line items. This allows for rounding to be compatible with budgeting, job costing, and accounting requirements.
TRUE 19.0.07 Bids When creating materials records from a bid, the estimate description is now added to a "Category" field that can be sorted and summed within the Materials module.
TRUE 18.0.30 Integration | QBO New option to disable automatic job (subcustomer) creation in QuickBooks.
TRUE 18.0.31 Invoices Added option to force all invoice line items to be linked to an existing product/service. This can be useful if all items should be linked to products in QuickBooks.
TRUE 18.0.31 Quotes Create new products/services from quote or job line items.
TRUE 18.0.31 Receiving Set which items in a purchase order will create inventory items when received and which will not.
TRUE 18.0.31 Journal Improved balances table for better performance.
TRUE Fence 02.1.1 Catalog Added picture grid selection option.
TRUE 18.0.31 Transactions The transaction wizard will now prompt you to add vendor credits rather than automatically adding them when available.
TRUE 18.0.31 Bills When journal entries are created from a Bill, the "Class" field will now be set.
TRUE 18.0.31 Bids When upgrading to a contract, if the option to create materials is chosen, those materials will now include a "unit", "unit cost", and "unit sell".
TRUE 18.0.32 Materials Added option to choose whether material notes are included when creating Requests, Purchase Orders, and Work Tickets.
TRUE 19.0.27 Taxes Credit Memos can now be toggled as taxable or not. This automatically creates appropriate journal entries when used in conjunction with TRUE Accounting.
TRUE 18.0.32 Cost Codes Costs are now sorted by ID first, then by Name ascending.
TRUE 18.0.32 Purchasing Added "Vendor Order ID" to purchasing CSV export.
TRUE 18.0.34 Integration | QBD/QBP/QBE Enhanced QuickBooks Enterprise for imports of Customers and Vendors exceeding 20,000 records.
TRUE Fence 02.1.3 Drawing When drawing segments, a new setting allows the intervals to be set to nearest foot or nearest inch.
TRUE 18.0.32 Quotes Select multiple products and services simultaneously while adding line items to a quote or job.
TRUE 18.0.32 Integration | QBD/QBP/QBE Syncing of payments can now be limited by a date range.
TRUE 18.0.32 Reports Modified P&L report to include sales amounts from pay requests.
TRUE 18.0.33 User Preferences Added "Calendar Link" feature. This allows you to open or email a link to your calendar to yourself or others.
TRUE 18.0.34 Purchasing Added company preference to allow for purchase order line items to be set to inventory or not, when received, by default.
TRUE 18.0.33 Bills Batch delete multiple bill line items.
TRUE Fence 02.1.3 Selections Added "View Item in Catalog" and "Select Catalog" from a selection line item.
TRUE Fence 02.1.2 Selections Added “Reset” feature. This overwrites the existing selections and recreates them based on the linked drawing.
TRUE Fence 02.1.2 Selections If a drawing is “Saved” and there are already selection items present, a new selection is created.
TRUE 18.0.34 Integration | QBD/QBP/QBE Enhanced QuickBooks Enterprise payments import process.
TRUE Fence 02.1.3 Drawing Added zoom slider to adjust the zoom level. Only appears on desktop. On tablets, this hides since a use will pinch-to-zoom.
TRUE Fence 02.1.4 Drawing Modify existing fence segment lineal footage using the "Edit" panel. Feet and Inches can be entered which will extend the segment as far as needed.
TRUE 18.0.34 Shipping When generating an invoice for a shipment, if reviews are required and the originating job has not yet been reviewed, a message will appear notifying the user which job requires a review in order to proceed.
TRUE Fence 02.1.3 Catalog Added new "Options" mode. Along with preset components, each selected item can have specific options to choose from including pictures and descriptions to allow clients to better choose.
Project Version Module
Project Version Module Description
TRUE 19.1.09 Integration | Beiing Human Updated TRUE's integration with Beiing Human A/P Automation API.
TRUE 19.1.09 Company Preferences Added a "Auto Follow-Up in Days (Quotes)" and "Auto Follow-Up in Days (Bids)" to modify the automatic follow-up date for Quotes vs Bids independently.
TRUE 19.1.10 Time Review TRUE's time keeping system now supports 1 minute intervals.
TRUE 19.1.10 Quotes Added "Sent By" column in Excel export from Quotes module.
TRUE 19.1.10 Purchasing Improved the Payment Method setting in POs to automatically set based on a variety of workflows when a Vendor is known or set.
TRUE 19.1.10 Bills In the Advanced Filter for Bills, users can now additional search by "Cost Code", "G/L Account", and "Contract Items".
TRUE 19.1.10 Contracts A count of pending Change Order Requests now appears in the "Notifications" section of selected Contracts.
TRUE 19.1.10 Quotes Added "Activities" option to the "View" button in a selected Quote record.
TRUE 19.1.12 Integration | LogiKal Updated LogiKal import to new format and set up Product matching, for inventory control, during import.
TRUE 19.1.10 Messages Added the ability to "Filter" Messages by "Unread" messages, assigned to the user.
TRUE 19.1.10 Bids Users can now remove the "Primary" status of a Bidder in a Bid record.
TRUE 19.1.16 Miscellaneous The Dynamic Grid feature, found in most modules, will now default to 100 records shown or use the "Record Load Limit" setting in User Preferences.
TRUE 19.1.10 Email Templates The Email Templates feature for the "Contracts" module now supports the ability to use merge field options within a Submittal, RFI and Transmittal.
TRUE 19.1.10 Integration | eMullion Estimate data can now be imported from eMullion (e/PWS) into a Bid to further reduce data entry. This makes creating a proposal even easier.
TRUE 19.1.12 Bids Added Bidder Table View to the Bids module, allowing users to generate, sort, and export Bidder data in unique ways.
TRUE 19.1.10 Wages Payroll withholdings can now be additionally defined to be aggregated as needed on a Certified Payroll report.
TRUE 19.1.11 Users / Access Profiles can now be "Granted Full Access".
TRUE 19.1.12 Pay Requests Fully redesigned how Pay Apps are created and used in Pay Request mode. They can now more easily be modified, emailed/texted directly from TRUE, stored as a File, and eSigned.
TRUE 19.1.11 Purchasing A set of line items can be configured as a default List Template for POs.
TRUE 19.1.12 Files Improved performance when searching through tens of thousands of images.
TRUE 19.1.17 Integration | eMullion An eMullion "Installer Guide" can now be imported into TRUE which automatically reads the document, creates a Work Ticket for each Door, links the material for that door to the ticket, and uploads the assembly instructions for that door to the ticket.
TRUE 19.1.12 Forecasting Added "Stored Material" feature in Forecasting feature. This can be used by Project Managers to forecast stored material billing amounts for use in the Pay Request Wizard.
TRUE 19.1.12 eForms Added the ability to perform a "Category" search when attempting to add existing files to a generated eForm.
TRUE 19.1.16 Files eForms saved as a File now inherit their ePay and eSign capabilities throughout TRUE and in TRUE Field. Example use cases: 1. A field technician uses TRUE Field, but needs to collect payment either before work begins or after it's finished. If a Quote, Down Payment, or Invoice eForm has been saved for them, the field technician can use the "ePay" feature on their phone to take a payment. 2. A delivery driver needs to obtain a customer's signature on a Ticket during drop-off. If a Work Ticket has been saved for them, the driver can use the "eSign" feature on their phone to obtain the customer's signature digitally and email them a copy.
TRUE 19.1.12 Forecasting Added billing notification feature for pay request forecasts. When clicked, billing team members will be notified when a forecast is ready for them to review. This is also available in the View Pay Requests module. Pay Requests now have Stages. Examples of stages are "Problem", "Pending", "Sent", etc.
TRUE 19.1.12 ePay When using a Bank as a payment method within ePay, TRUE will now refresh more quickly after a new bank is added to display it and remind the user to refresh if they want to do so even quicker.
TRUE 19.1.14 Calendar (DayBack) Groups of calendar Resources can now be created and linked to each other. This allows personnel to be linked to a Crew, Vehicle, Work Station, etc. Schedulers can then schedule a Group, instead of individual people, yet those people will still be automatically resourced because of their link to that Group. This makes scheduling easier and faster.
TRUE 19.1.15 Purchasing Added "Turnaround Analysis" report in POs module. This sub-summarizes by Vendor all POs in the current list, shows how many days it took the vendor to "turnaround" the order, and give an average per vendor.
TRUE 19.1.15 Time Card The "Overtime Report", available within the Time Card module, not breaks out Overtime by Tier 1 and Tier 2.
TRUE 19.1.14 eSign Improved eSign feature when on a phone sized screen. User can now rotate to landscape view to sign and back to portrait again when done. Also, eForm now resizes better to fit the screen size for smaller phones.
TRUE 19.1.14 Calendar (DayBack) Column separators in Calendar that represent different days are now clearly identifiable.
TRUE 19.1.17 Message Templates Added a "Message Templates" feature in Company Preferences to allow users to configure unique templates for texts messages sent from the system.
TRUE 19.1.14 Contracts Sub-summary totals have been added to "Table View" feature within the schedule of values section of the Contracts module. A user can navigate to the "Financial" mode of a Contract, click the small "gear" icon, choose "Table View", then sort by "Category".
TRUE Products / Services
TRUE 19.1.15 eForms Improved how Contract eForms are generated and listed in the Repository.
TRUE 19.1.17 Data Grid Added a "Project Name" column within the Dynamic Grid View within the Jobs and Quotes modules.
TRUE 19.1.16 Materials Added "Copy" and "Paste" functionality to this module. For example, if you have materials for one job or contract and want to copy some or all of them over to another job or contract, this feature makes it easy to do.
TRUE 19.1.17 Attributes Improvements to the Attribute fields across TRUE to now support auto-fill.
TRUE 19.1.17 eForms Added a "Non-Billable Price" Show Option within eForm ID 30 to allow users to display non-billable line items without including them in pricing totals.
TRUE TBD Contracts "Summarized WIP" report now includes "Hours" column which indicates <> / <>.
TRUE 19.1.01 Invoices A "Cost Codes (via Products)" field has been added to the Advanced Filter for the Invoices module.
TRUE 19.1.01 Users / Access Improved Access Wizard.
TRUE 19.1.01 Integration | AVAWare AVAWare XML files can now be imported into TRUE as Materials.
TRUE 19.1.01 Alerts Receive alert notifications for sent bids due for a follow-up by using Access ID 30.
TRUE 19.1.01 Company Preferences New "Maximum Bill Amount" feature added. This will require a Manager Approval on Bills (Vendor Invoices) that exceed the amount, if applicable.
TRUE 19.1.01 Opportunities Similar to how Leads work, if an Opportunity has a "Review Date" set, an alert notification will be sent on that date to anyone assigned to the Opportunity or anyone with Access ID 1436.
TRUE 19.1.03 Work Tickets When a Schedule linked to a Work Ticket is moved, an activity log entry will now be created in the associated Work Ticket.
TRUE 19.1.01 eForms The "Stamp" boxes on the "Submittal" eForm can now be hidden by utilizing the Show Options.
TRUE 19.1.01 Messages Access to the Messages module now requires the Messages Package to be active within a subscription.
TRUE 19.1.01 Integration | Kawneer Order Acknowledgement line items from Kawneer can now be imported into Purchase Orders via Partner Apps feature.
TRUE 19.1.01 Clients Add "Generic" toggle in Clients module. This can be used for Clients that are used for purposes such as "Showroom", "Walk-In", "Cash", etc. When using Point of Sale with a Generic Client, previously used Card or Bank information is not available for reuse.
TRUE 19.1.01 Clients Adding new clients are easier now with a simple to complete window that appears from anywhere in TRUE.
TRUE 19.1.01 Jobs Line items from Jobs can now be exported to Excel with full detail.
TRUE 19.1.01 Integration | DataRails New integration with DataRails (https://www.datarails.com)
TRUE 19.1.01 Clients Improved batch Statement creation feature. eForm #43 will now be used by default and users will be prompted to enter a date range for when the statement was created.
TRUE 19.1.01 Files Added Access ID 26 to control who receives alerts for files uploaded into jobs/contracts they're assigned to.
TRUE 19.1.01 Schedule Added support for "Unscheduled" events and schedules throughout TRUE. Newly created events/schedules can now automatically be set to "Unscheduled" when initially created. Also, they can now be searched for and modified from within the Events and Schedules modules. These features mean the Unscheduled panel in the calendar is now easier than ever to use to help organize complex resourcing needs.
TRUE 19.1.01 Contracts When selecting PDFs to sequence for a Submittal, the list that appears will first only show available PDFs currently linked to the same contract.
TRUE 19.1.01 Taxes Users are now offered to select a Bank Account when remitting Sales and Use Tax rather than TRUE automatically referring to the Default Cash Account.
TRUE 19.1.01 Pay Requests When new Applications for Payment are created, the Subcontractor field, which is typically set with the default Company/Brand, can now instead be set with a default setting in Company Preferences. This is helpful when firms use different branding for their commercial division.
TRUE 19.1.01 Calendar (DayBack) Added a "Notify Client" feature in the Calendar to allow users to utilize the "Notify Client" feature found in Quotes and Jobs within TRUE.
TRUE 19.1.03 Alerts The following alerts will now include the division or facility pertaining to them when created. The Access ID is in parenthesis: Alert when Invoices are Created (1223) Alert when Tickets are Created (1306) Alert when Contracts are Created (1309) Alert when Purchasing (PO) is Created (1481) Alert when Jobs are Created from Quotes (1524) Alert when eForms are eSigned (1588) Alert when Quotes are Due for Follow-Up (1602) Alert when Payments are Received via ePay (1611) Alert when Tickets are Completed (1614) Alert when Opportunities are Created (1621) Alert when Bids are Created (1622) Alert when Leads are Created (1632) Alert when Jobs are Completed (1636)
TRUE 19.1.01 Materials Purchase Orders can now be directly created form the Materials list instead of having to always create Requests. Additionally, materials that are linked to a job-site opening/area can now have that mark # automatically appear in the created Purchase Order. This also works when material items are consolidated for ordering purposes.
TRUE 19.1.01 Quotes In the Quotes or Jobs module, when a new Point of Contact is selected or newly added, if the linked Client doesn't yet have a primary Contact, it will now automatically be linked.
TRUE 19.1.01 Messages When sending new messages using the "Messages" module, pre-set messages can now be selected to be sent quickly. These can be set up in the Categories module within TRUE.
TRUE 19.1.01 Messages Added new section in Company Preferences to list the TRUE users who will be automatically assigned to new inbound messages. When pictures (or files) are included in a text message received by TRUE, it's now saved in TRUE as a File. Additionally, if the message thread in TRUE is linked to a source (a Quote, Contract, etc) the file will also be automatically linked to it.
TRUE 19.1.01 Time Review A punch duration can now be entered instead of using the Finish Time feature.
TRUE 19.1.01 Dashboard Added "Purchasing" Dashboard. This will allow user to navigate directly to the "Purchasing" module. This feature is available in the "User Preferences" module > "Dashboard".
TRUE 19.1.04 Transactions Added a batch select option within the "Transactions" module to allow users to reconcile multiple items at once.
TRUE 19.1.01 Schedule Whenever the map feature for an event or schedule is used, you'll be asked if you want to view the destination or obtain directions from your current location.
TRUE 19.1.01 CO Requests When a CO Request is upgraded to a Change Order by an authorized user with Access ID 636, an alert notification will be sent to any other authorized user who also has the same access.
TRUE 19.1.01 Training Added "Training" report now available in Personnel, Reports, and Training modules. This shows all training (OSHA, Background, Equipment, etc) sub-summarized by personnel.
TRUE 19.1.02 Quotes Clicking on a phone number in the Quotes or Jobs module will now allow you to quickly copy it for use in a phone system app.
TRUE 19.1.03 Files Added support for uploading folders to TRUE's File system. When a folder is uploaded, any existing subfolder structure will be maintained and recreated in TRUE. This allows users to easily upload entire directory structures containing multiple files and subfolders into TRUE in one operation.
TRUE Fence 03.0.1 Details Added a "Clear Client" and "Clear Contact" button within the "Information" module in the TRUE Fence app. This will allow users to more easily clear the linked Client and Contact record without unintentionally modifying a previously selected/existing record.
TRUE 19.1.04 Calendar (DayBack) Improved "Queued" schedule feature in Calendar. Schedules currently "queued" will not appear in the schedule list in TRUE Time or TRUE Field now. The "Unscheduled" counts shown in the Quotes and Jobs modules now ignore "queued" schedules.
TRUE 19.1.02 Integration | GDS Estimating Added support for GDS v16.
TRUE Fence 03.0.1 Catalog Catalog Items with Components are now easy to find with a new "Components" checkbox available in the Advanced Filter.
TRUE 19.1.02 Products / Services Improved user interface for Products / Services module. This also includes the addition of the Dynamic Grid view, which allows you to choose your own columns, sequencing, and sub-summary sorts.
TRUE 19.1.02 Expenses Job Costing for Expenses now happens automatically during the process of approving Expenses.
TRUE 19.1.02 Leads When adding addresses in Leads, you can now select from an existing address.
TRUE 19.1.03 Products / Services When importing data from multiple take-off tools, TRUE now allows storing multiple "match keys" to maintain inventory support in all cases.
TRUE 19.1.03 Files Added the ability to download folders as well as multiple files at once via "batch" select.
TRUE 19.1.03 Email Templates Added the ability to add "hyperlinks" to Email Templates.
TRUE 19.1.08 Calendar (DayBack) When creating a schedule from a PO record, the POs associated Job record will now populate as the "Cost Center". Additionally, we have added the ability to jump to a linked Purchase Order record from a Schedule record.
TRUE 19.1.06 Integration | GDS Estimating The "Labor" file exported from GDS v16 can now be imported into the Estimates mode of a Bid.
TRUE 19.1.05 Bids Vendor Quotes can now be linked to Bid Estimate line items in batches.
TRUE 19.1.10 Contacts Improved how related items in TRUE are shown from the perspective of a Contact. This makes it easier to see what a Contact is linked to, how many items there are, and a single click will navigate you to see everything you're looking for.
TRUE 19.1.04 Messages When the "Notify Client" feature is used in Quotes, Jobs, or Tickets, the Message Thread that is also created, will show the user as assigned.
TRUE 19.1.05 Bills In Bills module, adjusted line items display to include “Cost Code”, “Contract Item”, “G/L Account”, and “Class”, if available.
TRUE 19.1.08 Addresses When addresses are entered in TRUE, they'll automatically offer auto-complete options to select from.
TRUE 19.1.05 Messages Improvements to the "Messages" module in TRUE. By default, loading the Messages module will display "My Messages" filter. When a client responds back to an exiting message thread, the assigned users will now correctly see the updated unread count over the "Messages" badge to show the total amount of unread messages. When using the "Notify Client - Text" feature to create a new message thread, the user will be correctly assigned to the thread.
TRUE 19.1.05 Integration | QBD/QBP/QBE QuickBooks Enterprise users, while using the "TQB" connector app, can now jump to records ready to sync. Previously, this was only a feature for QuickBooks Online users.
TRUE 19.1.05 Pay Requests Contracts can now be filtered by whether they have a "retainage balance".
TRUE 19.1.05 eForms Located within a selected Bid, found in the eForm generation screen for a "Proposal" under Step 5, a new Show Option for "Subsummary Tax" has been added. When toggled on, the total tax amount for each Estimate will show on the eForm PDF.
TRUE 19.1.05 Bills Job Costing entries for Bills linked to a Subcontractor can now be set to a type of "Labor" instead of just "Invoiced".
TRUE 19.1.05 Users / Access Access ID 914 has been adjusted to disallow access to line item edit views within the Quotes and Jobs modules.
TRUE 19.1.05 ePay When customers use ePay to make a payment, the amount of that payment will now appear in alerts and activity logs shown to users.
TRUE 19.1.08 Time Card New "Advanced Filter" feature added for Time Card module.
TRUE 19.1.06 Integration | Sage Intacct TRUE now supports integration with Sage Intacct.
TRUE 19.1.05 Messages Made additional improvements to the "Messages" functionality. When using the "Notify Client" feature, the generated thread will now be correctly associated to the related record, as well as the assigned user. Additionally, when a new message is received, the messaging badge will correctly update with the "unread" count.
TRUE 19.1.10 Contracts Contract Item (SOV) Categories can now be pre-loaded via a Company Preference.
TRUE 19.1.08 Contracts Contract "Budget" amounts can now be entered directly from the Schedule of Values panel in the Financial mode. When used, this creates a Job Costing entry and assumes it's for Material.
TRUE 19.1.05 eForms Added the ability to attach PDF files to the "Waiver" eForm (ID #55) found in the Financial Releases section of a selected Contract.
TRUE 19.1.06 Schedule If the linked "Contact" for a "Schedule" record in TRUE is also toggled as a "Lead", selecting this field from a Schedule will now navigate the user directly to the Lead record.
TRUE 19.1.07 Email Card When the "Use Personal Signature Block" is toggled on for a user, and the "Notify Client" feature is used, the "Personal Signature Block" field will be toggled on automatically.
TRUE 19.1.06 Messages New "Message" badges added to bottom right corner of Leads, Quotes, and Jobs modules. This allows for even quicker viewing of whether there are messages available for these modules from the customer.
TRUE 19.1.08 Email Capture Invitations to Bid (ITBs) can now be more easily imported into TRUE via the Email Capture feature. You no longer need to first create an Opportunity in TRUE. Instead, simply forward the ITB to your email capture address with the code "KOSMASEC-PJ-NEW". This will create a new Opportunity automatically, upload and link any attachments, and link the email too. This feature is found in the "Opportunities" module > "+" icon > "Email Capture".
TRUE 19.1.07 Email Card Added Rich Text Editor "refresh" feature in eForm Email cards.
TRUE 19.1.09 Integration | Tax1099 Integration with Tax1099 now available. This pushes vendor and subcontractor data to Tax1099 for the purpose of electronically filing IRS 1099 forms.
TRUE 19.1.07 Contracts Added "Tickets" as an additional option in the "View" menu from within a selected Contract. Tickets could always be seen and navigated to within the "Labor" panel, but is an additional option.
TRUE 19.1.07 Help Ticket "Live Chat Support" feature now available in Help Menu. Allows users to chat with a TRUE Support team member live while using TRUE.
TRUE 19.1.07 Integration | QBO Synced "Expenses" in TRUE to QuickBooks Online now include Customer and Job/Contract information.
TRUE 19.1.09 Messages When assigning a "User" to a Messages thread, if the user has a "Messaging Alert" method set to include texts within their User Preferences, they will automatically receive the text without having their number assigned to the "SMS(Phone)" field.
TRUE 19.1.10 Alerts Added Access ID 1347 to alert users when Milestones are completed for Contracts or Jobs.
TRUE 19.1.10 Forecasting Users can now enter a Percent Complete in addition to Amount, when creating a Forecast for upcoming Pay Requests.
TRUE 19.1.08 Email Capture New feature to create Bills when using the Email Capture feature. For example, you receive a vendor's bill via email. Without taking any action in TRUE, forward that email to your Email Capture address with the code KOSMASEC-PI-NEW in the body. TRUE will recognize the code, create a new Bill record, upload any attached files and link them to the Bill.
TRUE Fence 19.1.10 Catalog Added the ability to utilize the TRUE Fence app within the Contracts workflow, specifically, TRUE Fence estimates can now appear within a Bid.
TRUE 19.1.10 Bills Users can now request Manager Approval for Bills. If a user is not assigned Access ID 765 (Manager Approval for Bills), when clicking the "Manager Approval" button, they will see the following dialog message: "You do not have access to approve this Bill as a Manager (Access ID 765). Do you want to request Manager Approval from those with access?". If they choose "Request", it will send an alert (in the Alerts mode) to all users who are assigned Access ID 765 to notify them that Manager Approval was requested for that particular Bill. This alert can be clicked on to navigate to the Bill.
TRUE 19.1.08 Bills From the Bills Module, users will now be able to update the 'Stage' for multiple Bills through our batch selection feature.
TRUE 19.1.08 Invoices Invoices can now have mailing labels printed (size Avery 5160)
TRUE 19.1.10 Integration | Glazier Studio / PartnerPak Combined Glazier Studio and PartnerPak import options.
TRUE 19.1.08 Jobs When creating invoices or accepting payments for a Job, new options are now available to make it even easier. The "Down Payment" and "Pay Invoice" features have been moved from the Options menu to the "Uninvoiced" popover. Additionally, "Cash Sale" and "Invoice 100%" have been added to further speed up workflows.
TRUE 19.1.09 Integration | QBD/QBP/QBE TRUE now automatically creates new tax types (Tax Jurisdictions) in QuickBooks Enterprise when syncing Invoices if it doesn't yet exist.
TRUE 19.1.09 Contracts Bills (Vendor Invoices) can now be created from the "New" menu within a selected Contract. Previously, you'd have to navigate to the "Financial" mode of a contract, then "Bills" sub-mode to do this.
TRUE 19.1.09 Jobs Bills can now be created directly from a Job. Previously, this was only a feature for Contracts. To do so click "View" and then the "+" icon within the "Bills" tile.
TRUE 19.1.09 Expenses The "Search", "Job / Contract", and "Vendor" search fields have been consolidated into a single search field.
TRUE 19.1.09 Pay Requests Within the "View Pay Requests" module, a PDF can now be created that matches what is viewed on the screen. This also supports the various sub-summary sort options available.
TRUE 19.1.09 New Contact Wizard Auto-complete address feature is now available when adding a new contact or lead.
TRUE 19.1.10 Leads Email templates can be created for Leads.
TRUE 19.1.09 Contracts In the "Subs" mode within a selected Contract, cost codes can now be added per itemized scope of work. This will additionally appear as a committed job cost entry when approved.
TRUE 19.1.09 Materials In the "Materials" module, added a batch select function found within the "Options" button. This "Combine" feature will automatically consolidate the selected products, matching them by Product.
TRUE 19.1.09 Company Preferences "Connection Log" has been moved from Company Preferences to History and improved to more clearly show external IP addresses and other connection information.
TRUE 19.1.12 Reports Financial reports in TRUE Accounting now generate significantly faster and no longer impact system performance for other users.
TRUE 19.1.09 User Preferences Added a "eForm Salesperson" section to "User Preferences" to allow users to manually configure the "Salesperson" data that populates Quote/Bid eForms across TRUE.
TRUE 19.1.09 New Contact Wizard When a contact search is performed with only a first name, TRUE will now perform a search on that field alone. Previously, TRUE would always ignore this field to avoid too many results from appearing.
TRUE 19.1.09 Integration | Glazier Studio / PartnerPak Improved Glazier Studio / PartnerPak integration for the "Stock Length Bid Summary" import.
TRUE 19.1.09 Miscellaneous The default sort order has been adjusted to "descending" in the following modules: Projects, Milestones, Leads, Quotes, Jobs, Opportunities, Bids, and Contracts.
TRUE 19.1.09 Purchasing When schedules are created from "Drop Ship" POs, the job-site address will now automatically be set as the location on the schedule.
TRUE 19.1.09 Bids Added a "Hide Projects" Company Preference to allow the ability to hide the "Projects" field within the Quotes, Jobs, Bids and Contracts modules.
TRUE 19.1.01 Messages When creating messages from a specific source in TRUE, like a Quote, Contract, Lead, etc, you're now asked if you want the message to be linked to it. This also means that the linked source can now be jumped to right from the message. Messages, within a Thread, now appear instantly during conversations. When messages are received externally, a contact can be created easily. This allows inbound text messages to be used as a source of new Leads.
TRUE 19.1.01 Company Preferences Bills can now be automatically archived after a set number of days after posting or syncing.
TRUE 19.1.01 Bills When a new Purchase Order line item is added to a Bill, if the Bill doesn't have a "Tax Type" set yet, an attempt will now be made to set it to match the "Tax Type" set from the Purchase Order, if applicable.
TRUE 19.1.01 Bills "Paid" checkbox has been added to the Bills Advanced Filter.
TRUE Fence 03.0.1 Drawing Added the ability to modify the font size of the measurements applied to a fence or gate segment within TRUE Draw v3.
TRUE 19.1.01 Login Whenever TRUE is updated, users now receive a dialog that appears the next time they login informing them of the update and an option to view this change log.
TRUE 19.1.01 Products / Services The "Reorder Report" can now be exported to Excel as well as in PDF format. Previously, it was only available in PDF format.
TRUE Fence 03.0.1 Settings A default eForm can now be set when using TRUE Fence app.
TRUE 19.1.01 Quotes Multiple versions of quote line items can now be created, stored, and recalled from within a single Quote. This prevents from having separate quotes when providing multiple options to a customer but not yet knowing which option they'll eventually choose.
TRUE 19.1.01 Contracts Added new Notification named "WIP / Contract Value Mismatch". This will appear if the total contract value doesn't match the total as distributed in the Job Costing system.
TRUE 19.1.01 Jobs Access ID 1635 was modified to deny modifying job "Archive" feature (users cannot archive or reactivate). A new alert was created to anyone with Access ID 1592 whenever a job is reactivated. This is the same access permission which allows users to create jobs.
TRUE Fence 03.0.1 Drawing Added an arrow tool within a selected segment in TRUE Draw v3 to allow the user to cycle through existing fence lines more easily. Additionally added functionality to support "tear-out" type lines.
TRUE 19.1.01 Files Whenever new pictures or files are uploaded into TRUE, whomever is assigned to the quote, job, contract, etc, that it's being uploaded into, will receive a notification. This is so project managers can be kept apprised when new information is added to their jobs/contracts. Additionally, in the Files module, recently uploaded pictures into jobs/contracts a person is assigned to can now quickly be shown within a time period. For example, if a project manager wants to see all of the pictures uploaded for the last week on their jobs/contracts, they can use this feature for the past 7 days. All the pictures will appear.
TRUE 19.1.01 Invoices Added "Sales by Product" and "Sales by Invoice Item" reports in Invoices module.
TRUE 19.1.01 Email Capture Added "Related" checkbox in Advanced Search. This allows captured emails to be found that have (or don't have) a related module. This is helpful if emails were captured without a code to link them to the appropriate source in TRUE.
TRUE 19.1.01 Contracts The "Performance" report in Jobs module and "Over/Under" report in Contracts module can now be sub-summarized by Division or Facility.
TRUE 19.1.01 Tasks Added new sort options in Tasks module for "Description" and "Due Date". Due Date now also shows more clearly.
TRUE 19.1.01 Posted Added a new 'Search Items' option to search for specific elements/line items of a Journal Entry.
TRUE 19.1.01 Reports Improved the "Sub Ledger Report".
TRUE 19.1.01 Bills Bills can now have line items quickly created from pre-set templates.
TRUE 19.1.01 Payroll Added new "Blended Overtime Rate" rule in Company Preferences.
TRUE Fence 03.0.1 Drawing Support the ability to select 3' wide Walk Gates in TRUE Draw V2.
TRUE Fence 03.0.1 Catalog Added a "Dynamic View" functionality to the TRUE Fence Catalog. This will allow users advanced filtering and sorting functionality with the ability to optionally show or hide certain fields.
TRUE 19.1.01 eForms Added two additional eForm Templates - "Cover - Option 2" and "Lump Sum - Option 1". "Cover - Option 2" template is an alternative cover sheet that gives additional space for "About Us" style text. The "Lump Sum - Option 1" template provides an alternative pricing sheet with the ability to pre-configure text templates and optionally add or remove line items as needed.
TRUE Fence 03.0.1 Selections Gate widths set in TRUE Draw now display in the selection list.
TRUE 19.1.01 Leads Improved "Source" report available in "Leads" module.
TRUE 19.1.01 Calendar (DayBack) Calendar events and schedules can now be "Cut" and "Pasted" somewhere else. This is helpful when having to adjust the resource view or move to a position not currently visible on the screen. A screenshot of the calendar can now be taken which allows for easier printing of the visible area. Use the new "Unscheduled" drop zone to move events or schedules to so they can be sorted and placed back on the calendar. This is helpful when you know a specific appointment or time slot isn't going to work but you don't know quite yet where to put it. These unscheduled items can be stored here, organized by priority, and then dragged back onto the calendar where they need to go.
TRUE 19.1.01 Calendar (DayBack) Calendar Events and Schedules can now have their resources and statuses modified en masse with a new easy to use option. Contact TRUE Support for more information.
TRUE Fence 03.0.1 Drawing In the no-scale version of TRUE Draw, all "Fence", "Gate" or "Tear-Out Fence" segments that are added to a drawing will automatically be assigned the "Group" of "A". This will help reduce the number of clicks involved for estimates that require multiple material types.
TRUE 19.1.01 Email Card When an invoice is to be emailed, the default billing email address will now pre-load.
TRUE 19.1.03 eForms New "Personal Signature Block Always Enabled" feature now available when email eForms. This can be toggled on/off within the User Preferences module.
TRUE 19.1.01 Reports The "Aged Receivables Detail" report now runs 10 times faster than previously.
TRUE 19.1.01 Bids When loading a Bid template, the description will be placed in the Description/Scope field of the Bid. If the multiple proposals/estimates feature is activated, the description will be loaded into the selected Estimate description.
TRUE 19.1.01 ePay ePay and eSign links are now valid for up to 1 year. Previously, they were only valid for 30 days.
TRUE 19.1.01 Integration | ArcSite Data synced to TRUE from ArcSite now can include Product ID to match with the same product in TRUE. This ensures both pricing and inventory control is maintained through the syncing process. Additionally, a "Vendor Update" feature is now available in TRUE to create products in TRUE that already exist in ArcSite.
TRUE 19.1.01 Contracts New "WIP Report (SOV)" now available. This report summarizes job costing data by Schedule of Values instead of using the standard method of summarizing by Cost Codes.
TRUE 19.1.01 Unposted When using the "Unposted" journal entries feature, the number of dialogs a user sees confirming various actions has been significantly reduced.
TRUE Fence 03.0.1 Catalog Added the ability to view products that are currently being used as a "Component" via the TRUE Fence Catalog "Advanced Filter".
TRUE Fence 03.0.1 Selections Added additional text within the selections mode to display various performance related data such as Sell Totals, Taxes, Labor Hours, Labor Sell Price, and Material Cost Totals. Added an Adjustment/Discount column to add or discount a percentage on top of the calculated Sell Price.
TRUE 19.1.01 Email Templates ePay is now available for "eForm Templates".
TRUE Fence 03.0.1 Login TRUE users with Access ID 1639 can now be restricted to only see the TRUE Fence app. Users are immediately navigated to a dashboard specially designed for fencing professionals to optimize their ability to see their appointments, create quotes, enter new leads, route to their customers, and obtain payments.
TRUE 19.1.01 Taxes New "Advanced Sales & Use Tax" package available for QuickBooks users. Now, QuickBooks users can enjoy the same tax reporting capabilities TRUE Accounting users have access to.
TRUE 19.1.01 eForms When a signature is deleted from an eForm, the "eSign" feature can now be used to sign it again. Previously, an eForm could only ever be signed once.
TRUE 19.1.01 eForms When the "Save as File" feature in a "CO Request" eForm is used, a copy of the PDF is now correctly stored in the contract's repository.
TRUE 19.1.01 Journal Improved error checks when an attempt is made to post a Bill to assist in preventing common data entry mistakes.
TRUE 19.1.01 Journal Improved audit trail tracking for when users unpost entries (if enabled), delete entries in unposted mode, reopen periods (if enabled), and close periods.
TRUE Fence 03.0.1 Catalog Added a "Pricing Sync" within the TRUE Fence Catalog to optionally sync product pricing data to linked records in the Products/Services module of TRUE.
TRUE 19.1.01 Contracts CO Requests can now more easily be found using the "CO Requests Proposal ID" field found in the Contracts module > "Advanced Filter".
TRUE 19.1.01 Posted Posted journal entries can now be filtered to only show those that were entered manually. Navigate to "Posted" > "Filter" > "Manual Entry" checkbox.
TRUE Fence 03.0.1 Catalog Improved import/export process with TRUE Fence product data.
TRUE 19.1.01 Files Improved how images appear while using the "Grid" view. Also, new "previous" and "next" feature while viewing a selected file to move quickly to other files without having to return to the list.
TRUE 19.1.01 Contracts New preference now optionally allows contracts to be immediately available for time keeping when created.
TRUE 19.1.01 Alerts New feature where users can now hide alerts they don't want to see anymore themselves.
TRUE 19.1.01 Jobs When a job is set to "Complete", anyone assigned to the job will now additionally receive an alert notification the job is complete.
TRUE 19.1.01 Jobs Added a "Schedules" column to the export option found in the Jobs module.
TRUE Fence 02.8.01 Drawing Unsaved changes when using TRUE Draw are now automatically saved and restored when using a poor internet connection.
TRUE 19.1.01 Receiving New Company Preference to disallow inventory items for being created for Contracts as a company default.
TRUE 19.1.01 Point of Sale A link can now be provided to a client to allow them to set up or modify their payment information stored with Stripe without needing an active invoice to do so. Stripe integration is required.
TRUE 19.1.01 Quotes When viewing quotes in a list, the "Unassigned" and "Unscheduled" counts will no longer include "Sent" quotes.
TRUE Fence 03.0.1 Catalog The "Material Type" options can now be fully customized.
TRUE 19.1.01 Time Review New "Assigned" filter option available in the Time Review module. This only shows personnel who have time punches on Jobs, Contracts, Divisions, or Facilities that you're assigned to. This helps supervisors approve punches for workers that frequently move between departments and jobs by other supervisors.
TRUE 19.1.01 Bids When selecting another product/service for existing line items in Quotes, Jobs, Bids, or Purchasing, the description text will only be set with the new product/service if it's empty; otherwise no change to the description text will be made.
TRUE 19.1.01 Work Tickets When creating a work ticket from a job, the "Estimated Hours" field will now automatically be set based on the hours from the job. If specific line items are selected, only hours from those line items will be included.
TRUE 19.1.01 Materials Materials created from Estimate line items will now show manually entered product descriptions by default, if available.
TRUE Fence 03.0.1 Selections Improved the ability to add labor only line items to a selections list.
TRUE Fence 03.0.1 Drawing Added "Existing Fence" option to fence type selection in TRUE Draw.
TRUE Fence 03.0.1 Drawing Objects, such as Circles and Rectangles, can now be duplicated to avoid having to be redrawn.
TRUE 19.1.01 Point of Sale When using the "Down Payment" or "Pay Invoice" feature available in the Quotes and Jobs modules, users will now be prompted if they wish to email a receipt to the client. This was previously only available from within the Invoice module.
TRUE 19.1.01 eForms eForm #13 (Proposal) now includes a Show Option labeled "Hide Zero Items". When enabled, line items with a zero value will be hidden on the proposal.
TRUE 19.1.01 eForms Updated format of eForms #13 and #22 to show more information in the available space.
TRUE 19.1.01 Contracts Added "Notes" feature to contract line items (Schedule of Values). These are now pre-populated if there were line item or estimate notes from the originating bid. Additionally, if a traditional "Fixed Price" or "Fixed Price w/Retention" invoice is created for a contract with itemized notes, those notes will now appear as itemized notes on the invoice.
TRUE 19.1.01 Purchasing | PO to SO When using the inter-company feature of automatically creating sales orders from another company's purchase order, the number of line items supported has now been increased to infinite.
TRUE 19.1.01 Bids Improved functionality around locking and unlocking Quotes, Jobs, and Bids.
TRUE 19.1.02 Invoices When a credit is created from a line item of an invoice, an entry in the Activity Log will now appear.
TRUE 19.1.01 eForms UX The way eForms are designed and what information appears on them can now easily be modified by the TRUE team to fit the unique needs of each customer.
TRUE 19.1.01 Contracts Improved export of Contract Items to include over a dozen additional data points.
TRUE 19.1.01 CO Requests Updated "CO Log" report to include additional information regarding Change Orders such as "Paid", "Invoiced", and "Balance".
TRUE 19.1.01 eForms eForm #58 (CO Request) now includes a new "Show Option" that replaces the "Proposal ID" with the originating contract's "CO ID" if selected.
TRUE 19.1.01 Payroll TRUE Accounting: A "View Entry" button has been added within a selected Payroll period in the Payroll module.
TRUE 19.1.01 Integration | LogiKal Improved LogiKal integration which allows Glass, Panels, general Orders, and Materials to be imported from LogiKal into the Materials module in TRUE.
TRUE 19.1.01 Integration | Glazier Studio / PartnerPak Glazier Studio data can now be imported into TRUE's Material module. The "Glass Stock Usage", "Stock Length Usage", and "Glass Cut List" reports are now supported.
TRUE 19.1.01 Payroll Payroll Breakouts will now default to use the HR based Work Comp Codes / Rates / States if a punch doesn't have a valid Work Comp Code via Activities.
TRUE 19.1.01 eForms Added a "Header" field to allow the user to rename the generated "RFI", "Submittal", or "Transmittal" eForms. Additionally added a "Show Option" for the Transmittal and Submittal eForms to optionally "hide" specified stamp options.
TRUE 19.1.01 Projects New "Projects" module available in Directory workflow. This allows for Quotes, Jobs, Bids, and Contracts to be linked to a Project. A common use of this feature is where a Subdivision will be a Project wherein many Jobs will be worked over time. This makes visibility and reporting easier to handle.
TRUE 19.1.01 Quotes Quotes can now be enabled as a "Template". This is controlled with a new feature in Company Preferences. When a template quote is upgraded to a job, a duplicate of the quote is automatically created and upgraded to a job. This allows the original quote to remain unchanged and ready for use again in the future.
TRUE 19.1.01 Purchasing Purchase Order line items can now be imported with a "Match ID" to allow TRUE to automatically link them to existing Products / Services.
TRUE 19.1.01 Addresses The "State / Province" field throughout TRUE can now be overridden with custom values. This can be useful to limit the states or provinces available, or to reorder them.
TRUE 19.1.01 Calendar (DayBack) New "Unscheduled" feature available in the Calendar. A slide panel can now appear on the right side of the calendar where schedules/events that have yet to be placed on the calendar can temporarily reside. Any schedule/event can be dragged into this area or it can appear if the "Unscheduled" toggle is enabled within a selected schedule/event. This is a great feature for schedulers who need to find open slots for jobs but don't know where to place them yet, and, when issues arise and need to reschedule a job, but don't yet know where to relocate it.
TRUE 19.1.01 Files When uploading files via a "Submittal", "RFI", "Transmittal", or "Vendor Quote", TRUE will now display all available folders but only show the files that were uploaded specifically for that source.
TRUE 19.1.01 eForms Improved eForms #13 (Proposal eForm, in Bids module) and eForm #22 (Itemized-Quote eForm, in Quotes module) which now include better spacing, column arrangement, etc.
TRUE 19.1.01 eForms Added the ability to add "Image" type files to the Invoice eForm (eForm ID #17).
TRUE 19.1.01 Bids Multiple proposals can now be created simultaneously for multiple bidders within the Bids module.
TRUE 19.1.01 Integration | Glazier Studio / PartnerPak PartnerPak data can now be imported into TRUE's Material module. The "Stock Length Bid Summary", "Frame Hardware Bid", and "Glass Cut List" reports are now supported.
TRUE 19.1.01 History Improved how History (Audit Log) entries are searched for ease of use.
TRUE 19.1.01 CO Requests Manual entry of a CO Request amount has been deprecated.
TRUE 19.1.01 Calendar (DayBack) Syncing TRUE calendar data to external calendars such as Microsoft Outlook or Google Calendar now includes the address information, if available.
TRUE 19.1.01 eForms The "IMAGES" feature for the "All-In-One" eForm (#30) has been adjusted to fit 1 picture (instead of 2) and take advantage of all available space.
TRUE 19.1.01 CO Requests Files uploaded within a CO Request will now additionally appear in the Repository/Files for the Contract.
TRUE 19.1.01 Miscellaneous Improved Activity Log look and feel as well as added the ability to edit manually entered entries. Additionally, the "FILES / EMAILS / NOTES" section has been completely replaced throughout TRUE and replaced with badges to more quickly interact with Files, Emails, Notes, eForms, Checklists, Reviews, and Events. A count of related items are shown with tooltips to show what each icon represents.
TRUE 19.1.01 Integration | QBO Updated QuickBooks Online integration to now allow for seamless and easy onboarding for new users via their online web session.
TRUE 19.0.50 Time Clock When using the "Time Clock" feature in TRUE, the following changes have been made: 1. You no longer have to enter a PIN code if you're already signed in as a user. 2. Added a "Start / Finish" button to the "Jobs" segments allowing faster clock in/out for field technicians. 3. Users with a keyboard, when needing to enter a PIN code, can now click "Enter PIN" and type it in instead of clicking on the onscreen PIN options. 4. When clicking "Start" in a Work Ticket, the user is no longer asked to confirm their cost center as that was redundant.
TRUE 19.0.50 Company Preferences Commissions can now be hidden when assigning users via a new setting in Company Preferences.
TRUE 19.0.50 Jobs Users with access to create Purchase Orders, can now do so directly from Job line items without having to first create Requests.
TRUE 19.0.51 Time Review Added "Earliest Allowed Start" optional feature found in Company Preferences. When enabled and an "Error Check" is ran on existing time entries, TRUE will automatically adjust the start time to the earliest allowed start time.
TRUE 19.0.50 Time Review The new optional "Apply Unpaid Break Automatically" feature in Company Preferences will apply an unpaid break with default start and finish times when the Error Check feature is run. Specifically, any day with more than 6 hours of combined "Work" and "Travel Between" type time punches are affected.
TRUE 19.0.50 Users / Access When using the "Access Wizard", entire modules can now be enabled or disabled with all access permissions contained within with a single click.
TRUE 19.0.50 Purchasing Purchase Orders with fractional quantities can now be marked as "Sent" as long as those line items with fractional quantities have their "Inventory" checkboxes disabled.
TRUE 19.0.50 Work Tickets Unarchived Tickets where "Time Clock" is enabled and with a linked Schedule that is before today will no longer be available to enter time on when using the TRUE Time mobile app. Tickets without a linked schedule will appear (assuming they're also active and the "Time Clock" is enabled). The purpose of this is to reduce the number of unneeded Tickets that are showing as available for workers.
TRUE 19.0.50 Vehicles Added new "Miscellaneous" field in Vehicles module. This can be used to show additional unique information about a vehicle (or equipment) that didn't fit with any other available option.
TRUE 19.1.01 Time Review New method for reviewing, modifying, and approving time punches in the Time Review module now available.
TRUE 19.0.50 Miscellaneous When selecting Jobs, Contracts, or Work Tickets, if there are more than 100 active results, no results will instead display requiring a search to be performed. This is to ensure performance is optimum as scrolling through 100 or more records is slower than searching.
TRUE 19.0.50 Applicants Added an export data feature in the Applicants module.
TRUE 19.0.51 Integration | QBD/QBP/QBE Estimates in QuickBooks can now be imported into Quotes and Bids within TRUE.
TRUE 19.0.51 Integration | QBD/QBP/QBE Purchase Orders in QuickBooks can now be imported into TRUE.
TRUE 19.0.51 Schedule Calendar data (.ics files) can now be easily imported into TRUE's "Events" or "Schedules" calendars.
TRUE 19.0.51 Dynamic Charting Added “Job” and “Quote” filter checkboxes in the Advanced Filter for the Dynamics Charting module.
TRUE 19.0.51 Jobs When importing job line items, you can now additionally set the item "Stage".
TRUE 19.1.01 eForms The "Name (Optional)" field for an address related to the Invoice will be included on the Invoice (Original) eForm.
TRUE 19.0.51 Quotes Improved ease of adding client and point of contact information to quotes and jobs.
TRUE 19.0.51 Jobs Specific users can now be restricted from archiving Jobs if they have Access ID 1635 (Deny Job Archiving).
TRUE 19.0.51 Purchasing You can now find Purchase Orders where job costing is completed or not within the "Advanced Filter".
TRUE 19.0.51 Dynamic Charting Added "Close Date", renamed "Date" to "Origin Date", and added new "Job Stage" sort. This will more easily allow for jobs to be filtered by when they were created (aka "Closed") and then sorted by current job stage.
TRUE 19.0.51 Jobs The "Basic" report in Jobs can now optionally be sub-summarized by "Assigned" or "Stage".
TRUE 19.0.50 Work Tickets When the "Start" button is used in a Work Ticket, it now immediately creates a punch instead of navigating the user to the "Time Clock" workflow.
TRUE 19.0.51 eForms Optimized Invoice eForm #17 for address window envelope use.
TRUE 19.1.01 Integration | STACK Upgraded STACK integration to support new features allowing for take-off line items to be imported into TRUE from STACK.
TRUE 19.0.51 CO Requests When adding a "Bond" amount to a Change Order, a Job Costing record will be created for the Bond amount. When "View Source" is used for this Job Costing record, the user will be navigated to the selected Change Order. Additionally, a note will be added to the Job Costing record in the following format: "Change Order: [Change Order ID] ([CO #])
TRUE 19.1.01 eForms Additional PDFs can now be appended to an RFI eForm (#7).
TRUE 19.0.51 Integration | Stripe Stripe users can now accept ACH Direct Debit payments in addition to card payments. This replaces the previous Plaid integration. The benefits are: 1. No longer applying for authorization from Plaid as it's automatically included with your Stripe account. 2. Works with more financial institutions. 3. Fees are 0.8% capped at $5. For example, a $100 payment incurs of fee of $0.80 while a $100,000 payment incurs a fee of $5.
TRUE 19.1.01 Job Costing Total Sell Price of all Budget type Job Costing records has been added to the Job Costing mode within a selected Contract.
TRUE 19.0.51 Integration | QBO QuickBooks Online integration now supports contacts with middle names up to 25 characters.
TRUE 19.0.51 Time Review Made improvements to how Time Cards are interacted with in the Time Review module.
TRUE 19.0.51 Quotes When a quote is upgraded to a job, anyone assigned to the quote now automatically receives an alert notification.
TRUE 19.0.51 Bills When syncing Bill records from TRUE to QuickBooks, TRUE's Bill ID will now be placed in the 'Memo' section of the Bill record when viewed in QuickBooks.
TRUE 19.0.51 Integration | Stripe TRUE now supports ACH Payments via Stripe Integration.
TRUE 19.1.01 Job Costing Improved the "Cost Code Breakdown" report found in the "Bids" and "CO Requests" modules.
TRUE 19.1.01 Requests Added a "Pending" request counter.
TRUE 19.1.01 Posted Journal Entries can now be filtered by "No Class" in both the Unposted and Posted modes of the Journal module.
TRUE 19.1.01 Bids Resolved an issue where batch "Markup/Margin" wasn't affecting "Labor" items.
TRUE 19.1.01 Bids A bid's contingency percentage can now be manipulated across multiple lines via batch selection.
TRUE 19.1.01 Contracts Added percentage figures to the "Charts" section in the Overview mode of a Contract. Also include an updated "Costs - Budget - Margin" comparison.
TRUE 19.1.01 Help Ticket Added "View Change Log" in the Help menu. This is still accessible from within the "System Information" module.
TRUE 19.1.01 Clients Added "Merge" feature which allows a Client, Vendor, or Subcontractor to be combined with another throughout TRUE. This affects everything but TRUE Accounting journal entries.
TRUE 19.1.01 Bills Removed outdated "Misc Charges" field from "Bills" module.
TRUE 19.1.01 Files Added "Markup" feature for image type files. Allows lines, circles, text, arrows, colors, and more to be marked up on an image and saved as a new version.
TRUE 19.1.01 Schedule When a route is now created from a list of schedules, that route will also be linked to any work tickets, contracts, or jobs the schedules were linked to.
TRUE 19.1.01 Schedule Calendar schedule resources can now be easily renamed for all existing schedules using the new "Replace Resource" feature.
TRUE 19.1.01 Time Card You can now quickly jump to a linked cost center (Job / Contract) from a time punch in the list.
TRUE Fence 03.0.1 Selections The TRUE Fence "Selections" mode is now completely redesigned allowing effortless drawing, multiple selection/quotes, eSign, ePay, Follow-Up Notifications, and upgrade to Job.
TRUE 19.1.01 Integration | CRL Showers Online Added CRL Showers Online import capability to Quotes and Jobs modules via the Partner App feature.
TRUE 19.1.01 Clients Improved the "Update Journal Entries" feature to also handle changes to an account name with previously made journal entries.
TRUE 19.1.01 eForms Added feature to hide signature block for eForm 23 "Lump Sum".
TRUE 19.1.01 eForms The Invoice eForm will no longer show the "Name (Optional)" field within the Billing Address field.
TRUE 19.1.01 Bills When a Bill is duplicated, any assigned users in the original Bill will now appear
TRUE 19.1.01 eForms Invoices now optionally show multiple tax jurisdictions instead of only a single combined one.
TRUE 19.1.01 Bills A prompt now appears when "Bills" are duplicated asking if the assigned user(s) should be assigned to the duplicated bill.
TRUE 19.1.01 Clients Client Statement eForms can now be generated in a batch, printed all at once, and emailed at the same time.
TRUE 19.1.01 Quotes If a "Customer PO" is entered in a Quote or Job which matches a previously entered one for the same client, TRUE will notify you to check before proceeding.
TRUE 19.1.01 Invoice Wizard New "Insert Remaining" feature will automatically populate the remaining percent complete, dollar amounts, or quantities for each line item when creating a new invoice from a job.
TRUE 19.1.01 Contracts Data can now be exported to Excel from within the "View Pay Request" module.
TRUE Fence 03.0.1 Drawing When re-saving a drawing, only modified or newly added objects in the drawing will be added to the existing selections list.
TRUE 19.1.01 Bids Improved "Summary" report generated from within Bids module to now include sub-summary totals by status by assigned. Managers can now quickly see the total amount of bids in various statuses totaled by each Estimator.
TRUE 19.1.01 Rentals When rental equipment is coming due soon for a Job or Contract, anyone assigned will now receive an alert notification. Previously, only managers with Access ID 1478 received a notification.
TRUE 19.1.01 Transactions Source Documents can now be optionally cleared.
TRUE 19.1.01 eForms Adjusted name of eForm "Statement" to "Statement - Itemized", made styling improvements, and added an aging table. Adjusted name of eForm "Statement (2)" to "Statement - Summarized".
TRUE 19.1.01 Integration | CRL Showers Online Made further improvements to how CRL Showers Online data is imported into TRUE.
TRUE 19.1.01 Bills Resolved an issue where Job Costing dates did not always match the Bill's invoice date in some cases.
TRUE 19.1.01 Credits Improved the Open Deposits Report added the ability to archive Credit Memos.
TRUE 19.1.01 Files When uploading images from TRUE Field, an entry is now created in the activity log for Jobs and Contracts.
TRUE 19.1.01 Transactions TRUE Accounting users can now view an entry in the Posted Journal from the root level source document for Bills, Invoices, Pay Applications, Credit Memos, and Transactions.
TRUE 19.1.01 Files Added new feature to more quickly search for photos/videos that have been uploaded recently and linked to job/contacts/tickets a user is assigned to. They can then be seen in a new "grid" view and flipped through quickly. This allows a project manager to quickly see recent photos/videos taken by field crews using the mobile TRUE Field app and then jump into those projects if they have any questions/concerns.
TRUE 19.1.01 eForms Work Ticket eForms (#18) can now have a signature block show by default.
TRUE Fence 03.0.1 Selections ePay can now be handled directly within the TRUE Fence app.
TRUE 19.1.01 Main Menu New global search feature available. Quickly search TRUE for an address, phone number, email, or other information across 12 modules.
TRUE 19.1.01 Journal New feature allows created journal entries to automatically post and skip the "Unposted" step.
TRUE 19.1.01 Invoices Added new Quick Invoice PDF icon available in the Items mode of an invoice. This allows single click generation of invoices using eForm #17 (Invoice).
TRUE 19.1.01 Invoices When using "Point of Sale" and a credit is available for the customer, TRUE will now remind you before immediately proceeding.
TRUE 19.1.01 Alerts Alerts can now be created manually and sent to one or more users instantly. Each use will receive their alerts based on their own preferences, which could be dashboard, email, text message, and push notification to mobile device.
TRUE 19.1.01 Purchasing Generate a purchase order eForm with a single click using the new PDF icon found in the Items tab within a selected purchase order.
TRUE Fence 03.0.1 Catalog Improved "Sync Catalog to TRUE" feature.
TRUE 19.1.01 Email Templates Added the ability to configure Email Templates for eForms across various modules in TRUE, including: Clients, Quotes, Jobs, Bids, Contracts, Invoices, Purchasing, Shipping and Work Tickets.
TRUE 19.1.01 Job Costing When using the Job Costing > Table View feature and sorting by Cost Code, Contract Item, or Cost Center, sub-summarized totals for "Budget", "Committed", "Labor", "Invoiced", "Cost", and "Value" now appear.
TRUE 19.1.01 Time Review When viewing a subset of personnel in the Time Review module, when navigating back and forth in some cases the personnel list would revert to show all active personnel. This no longer occurs.
TRUE 19.1.01 Integration | STACK STACK integration now works in TRUE's "Quotes" and "Jobs" modules. Previously, it only was available in the "Bids" module.
TRUE 19.1.01 Purchasing Added "Assigned" feature to Purchasing module. This allows specific users to be assigned to POs and to quickly view POs assigned to you.
TRUE 19.1.01 Assigned New "Assigned" module available from Quick Actions menu ("Lightning Bolt" icon). Quickly shows you everything you're assigned to, including Tasks, Files, Notes, Reviews, Contacts, Leads, Routes, Quotes, Jobs, Invoices, Opportunities, Bids, Contracts, Purchases, Bills, and Work Tickets.
TRUE 19.1.01 Jobs Resolved an issue where in some situations the timestamp for ePay or eSign may appear to be the wrong time.
TRUE Fence 03.0.1 Drawing Overhead address map images can now be zoomed in and out.
TRUE 19.1.01 Bills If a line item on a Bill is linked to a "Product / Service", a blue dot will appear.
TRUE 19.1.01 Job Costing Added "Duplicate" feature to all rows within each Job Costing mode in TRUE. Previously, users had to use the "Copy" and then "Paste" features.
TRUE 19.1.01 Point of Sale Clicking "Done", after processing a payment, now skips the optional steps available such as linking to more than one invoice. User can click "Next" to still see the optional steps.
TRUE 19.1.01 Jobs From within an Advanced Search in the Jobs module, jobs can now be filtered by their "Scheduled Date" or by their linked "Ticket Scheduled Date".
TRUE 19.1.01 Time Review Access ID 1637 is now available to restrict the personnel visible in the Time Review module to only those a user is designated as a "Supervisor" of. A personnel's supervisor can be set in the advanced section of their personnel record.
TRUE 19.1.01 Rentals Alerts for Rentals will now only be triggered if not archived.
TRUE 19.1.01 Cost Codes New "Cost Code Details" and "Cost Code Summary" reports. Improved cost code export which includes all related job costing data filtered by timeframe.
TRUE 19.1.01 Activities "Payroll Wage Items" can now be set in "Activities" and then populated in the breakouts table in "Payroll" for later sync to QuickBooks using time clock sync feature.
TRUE 19.1.16 List Templates In the List Templates module found in Company Preferences, added ability to assign users in unique ways. This includes assigning users to task line items, as well as automatically assigning users directly to a record when the template is used from certain modules.
TRUE 19.1.01 Purchasing Multiple purchase orders can now have their "Job Costing" updated simultaneously when viewing purchase orders in a list.
TRUE Fence 03.0.1 Catalog Added an "Assemblies" toggle found in the "Advanced Filter" of the TRUE Fence Catalog. This will allow users to search for all products that have related "Components".
TRUE 19.1.01 Messages Alerts created when users are assigned to a message now include an improved description of the message topic.
TRUE 19.0.47 Users / Access When viewing Users to select one or more, you can now filter down the list by "Group", "Division", and "Facility".
TRUE 19.0.49 Milestones When using the "Show Contracts Only" or "Show Jobs Only" options in the Milestones module within the Planning workflow, only active Contracts or Jobs will show
TRUE Fence 02.1.19 Selections Improved automatic combining of multiple fence segments with same linked product to optimize material counts. This allows for fast and accurate estimates for customer quotes.
TRUE 19.1.01 Jobs New Kanban Board feature now available in Jobs module. This was previously only available in the Work Tickets module.
TRUE 19.0.48 Clients When viewing a list of Clients, Vendors, or Subcontractors, the "Nickname" will now also appear next to the official name.
TRUE 19.0.47 Inventory When viewing and picking stock items in TRUE, the list shown can now be adjusted to only show items within a specific "Location" as an option.
TRUE Fence 02.1.18 Selections When materials are generated from a TRUE Fence selections list, they'll now include the linked Vendor in TRUE based on the catalog's "Vendor Nickname", if set.
TRUE Fence 02.1.18 Catalog In the TRUE Fence Catalog, added the ability to denote a product as "Not A Material". When the "Generate Material List" feature is used, products that have this feature enabled will not be included.
TRUE Fence 02.1.18 Catalog Added a "Manager List" field to the Details mode in TRUE Fence. This will allow users to enter "Manager" level users who will have access to the TRUE Fence Catalog to modify/view product details and pricing. Only users on this list will have Catalog access.
TRUE Fence 02.1.18 Selections The "Generate Materials" feature in the Selections mode of a TRUE Fence Job record will now include additional information in the generated Material List. This will allow users to sort the list by "Category" in the Materials module.
TRUE 19.0.47 Quotes Improved "Credit Limit Check" feature when interacting with "Down Payment Required" feature when upgrading a Quote to a Job. Previously in certain instances, even though a client had a sufficient credit limit, the system was requiring a down payment.
TRUE 19.0.48 eForms Added "Hide Description" option for Invoice eForm (#17).
TRUE 19.0.50 Integration | PGT Added new data import format from vendor "PGT".
TRUE 19.0.48 Jobs When creating materials from a job, you're now asked if you optionally want to consolidate items by "Product".
TRUE 19.0.48 eForms In eForm #13 (Advanced Quotes) the "Scope of Work" section was moved into its own "Step" to provide additional space.
TRUE 19.0.48 Quotes When marking parent level items that belong to an assembly as "Non-Billable", you'll now be asked if only the parent level or all components as well should be set the same.
TRUE 19.0.48 Integration | YKK YKK Order Acknowledgement PDFs can now be imported into TRUE to populate all line item detail and pricing within a Purchase Order.
TRUE 19.0.48 Invoices Invoices can now be searched by their linked Job/Contract's "Company" setting within the Advanced Search feature in the Invoices module.
TRUE 19.0.48 eForms When Invoice eForm #17 is generated, the company/brand will now be set automatically based on the linked Job or Contracts "Company" setting.
TRUE 19.0.49 Integrations PartnerPak integration added to Quotes and Jobs modules.
TRUE 19.0.48 Events When deleting a series of events, you're now asked if you want to delete all or just the ones in the future.
TRUE Fence 02.1.19 Drawing Added the ability to change the color of "Gate" type objects within TRUE Draw. This can be done via the "Edit" panel.
TRUE 19.0.48 eForms We have added a default preference to the Purchase Order eForm (ID #12) to allow the user to pre-populate the "Subject" and "Body" fields when using the "Email" feature.
TRUE 19.0.48 Reports Added "Job/Contract" optional information for Trial Balance and Profit & Loss reports.
TRUE Fence 02.1.18 Catalog Added a toggle in the "Details" mode of TRUE Fence called "Classic Catalog Default View". This will allow the user to choose the default viewing preference when the "Catalog" is opened.
TRUE 19.0.48 Help Ticket When session recordings are opened or downloaded, TRUE now creates a "History" log of it to keep track of which users have downloaded or viewed videos.
TRUE 19.0.48 Contracts In the "View Pay Requests" module, the "Pay App Due Day" will now show per Contract when sorted by Contract.
TRUE 19.0.48 Integration | QBD/QBP/QBE Added new company preference "Force Expense-Based Items" which forces Bills synced to QuickBooks to use "Expense-Based" instead of "Item-Based" items in QuickBooks when the line item in the bill is linked to a purchasing line item.
TRUE 19.0.49 Integration | mySalesman mySalesman now integrates with TRUE. Learn more at https://www.mysalesman.com/
TRUE 19.0.48 Jobs You can now optionally pre-load a template of Tasks whenever a new Job is created. In "Company Preferences", in the "Quotes / Bids / Jobs" section, set the "Default Task Template" field.
TRUE 19.0.48 eForms The "Internal" field has been added to the selected eForm so users can adjust the internal text that appears in "Files/Emails/Notes" and the "Description" field on the eForms list when "View" is clicked for a specific record.
TRUE 19.0.48 Integration | ArcSite ArcSite (https://www.arcsite.com) projects can now be created from TRUE's Quote module and synced to ArcSite or created in ArcSite and synced to TRUE. Additionally, if a project is updated in ArcSite, the new information can be synced back to TRUE.
TRUE 19.0.48 Help Ticket Added the ability to schedule training sessions with the "?" Help Ticket icon found on the upper right hand corner of TRUE.
TRUE 19.0.48 Users / Access Newly created users will now have their calendar view set to "Schedule" and the "Sub-Menu" preference enabled by default.
TRUE Fence 02.1.18 Catalog In the TRUE Fence Catalog, added the ability to modify the Markup or Margin percentage on multiple products at a time via batch select.
TRUE 19.0.48 Products / Services When a "Product / Service" is set as an "Assembly" in the "Components" mode, both the assembly's total cost and sell now appear.
TRUE 19.0.49 Integration | QBD/QBP/QBE In TRUE QuickBooks sync file for QuickBooks Desktop, a sync log now shows all previous syncs that can be queried.
TRUE 19.0.48 eForms Added "Hide Tax" feature for "Purchase Order" eForm (#12).
TRUE Field 2.1.09 Expenses When viewing a list of Expense Accounts when entering an expense (field purchase), the list is now alphabetized.
TRUE 19.0.49 Products / Services Added "Utilization Report" which provides quantities and cost of items purchased and sold within a given period.
TRUE 19.0.48 Vendor Quotes "Requests" can now be created from Vendor Quotes. This will also transfer any linked Files and Emails.
TRUE 19.0.48 eForms When a user's language is set to something other than English, but wants to generate eForms in English for clients and vendors, use the "Force English" feature in Company Preferences.
TRUE 19.0.49 Jobs Vendor Quotes can now be created from a Job.
TRUE 19.0.48 Requests When a Request is upgrade to a PO, any related Files and Emails are now also attached to the PO.
TRUE 19.0.49 Configurator Improved Configurator feature found in the Quotes and Jobs modules to allow for custom creation of complex assemblies in a Q&A step-by-step format for ease of use.
TRUE 19.0.48 Users / Access Added new "TRUE Limited" User Access Type available in "Users / Access" module. This is currently available for $15/user/month and includes the following features: Messages, Reminders, Alerts, Dashboard, Time Clock, Calendar (optional $9month), Favorites, Phone List, Bulletin Board, Tasks (module restricted and "My Tasks" only), Files (module restricted only, "My Files", and "Cabinet" only), Notes (module restricted only), Checklists (module restricted only), Email Capture (module restricted only), System Information, User Preferences, Schedule, Contracts (Overview, Repository, Tasks, Labor, Logs, with financial data hidden), Requests (new requests only), Expenses (new expenses only), Receiving, Inventory, Work Tickets, Vehicles, Tools, Rentals, Time Card ("My Time" only), Time Review ("My Time" only), Routing, Shipping
TRUE 19.0.48 Inventory A grand summary has been added to the "Inventory by Category" report.
TRUE Fence 02.1.18 Selections Added additional functionality to the "Generate Items" feature found in the Selection mode of TRUE Fence. If existing line items are present in the linked Quote/Job/Bid/, we will now additionally ask if you would like to "Add" the line items instead of simply replacing the existing. This is useful if parts of the project have already been invoiced.
TRUE 19.0.48 Email Capture Added a new Company Preference called "Ignore Inline Attachments" for the Email Capture feature. When checked, captured emails will not import inline images as "Files". Attachments will continue to be imported.
TRUE 19.1.01 eForms eForms can now be sent via SMS (texted) in addition to be emailed. This requires the "Messages" package to be activated. Use the "eSign" or "ePay" buttons to alternatively sent a clickable link. When the link is used, the recipient will see the eForm on their phone, tablet, or computer. From there they can eSign, ePay, download it, or email it to themselves. Any replies the recipient makes for the text message will appear in the "Messages" module.
TRUE 19.0.48 Help Ticket Session Recordings can now be restricted if a user has Access ID 1630.
TRUE 19.0.49 Login Updated Introductory layout viewed by new users.
TRUE 19.0.48 Company Preferences Added "Request Email" feature within the "Email Capture" section of the Company Preferences module. When clicked, this will pre-populate a support request to ask TRUE to create a generic email for you.
TRUE 19.0.48 Leads Multiple Leads can now be selected and have a new "Activity Log" added to them simultaneously.
TRUE 19.0.48 Reports Added "Description / Scope / Instructions" text in the "Basic" report located within the Jobs module.
TRUE 19.1.01 Quotes Improved "Notify Client" feature to now handle rich text (HTML) emails, and email templates. Email formatting has also been improved, supports signature blocks, and is now sent from the email that's set for the current user's preferences (employee work email or company-wide email address).
TRUE 19.0.49 Calendar (DayBack) Users can now access standard menu options from within the Calendar module.
TRUE 19.0.49 Purchasing When an attempt is made to mark a Purchase Order as "Sent" (it's ordered), TRUE will warn you if it exceeds the job/contract budget.
TRUE 19.0.48 Integration | QBD/QBP/QBE When syncing Invoices to QuickBooks and using the Global Tax Model (Canada, for example), TRUE now allows unique tax types (jurisdictions) to be applied per line instead of on the invoice overall. Tax Types must be set up in the Job prior to invoice creation.
TRUE 19.0.48 Integration | QBD/QBP/QBE When Expenses (Field Purchases) are synced to QuickBooks, the "Job/Contract" information will now additionally sync.
TRUE 19.0.48 Taxes "Tax Exempt" can now be set as a Tax Type jurisdiction for workflows involving A/P, such as the Vendors, Purchasing, Expenses, and Bills modules.
TRUE 19.0.48 Users / Access Users can now be found when searching for a User by "Group", which is set in the "Advanced" mode of linked Personnel record(s).
TRUE 19.0.48 Addresses Addresses, when viewed from a list to select from, will now include the "Address Name", even if they're linked to a source that has its own name.
TRUE 19.0.49 Language TRUE now supports over 100 languages.
TRUE 19.0.50 Integration | Edge Integration added with EyeRate. When jobs are completed, job information is sent to EyeRate, which assists in obtaining reviews from customers. For more information, please visit EyeRate at https://eyeratebusiness.com/
TRUE 19.0.51 Time Card A Work Ticket can now be selected for a newly created punch from within the Time Card module.
TRUE 19.0.51 Purchasing While creating multiple bills for purchase orders has always been a feature of TRUE, the "New Bill" automated feature found in the "Purchasing" module will now automatically create additional Bills based on the unbilled quantity and amounts remaining.
TRUE 19.0.50 eForms The "All-In-One" eForm (#30) now has an option to "Hide Attributes".
TRUE 19.1.01 Integrations "Kawneer order acknowledgements, XLSX format, can now be imported into Purchase Orders in TRUE.
TRUE 19.0.50 Calendar (DayBack) Personnel can now be added to a Schedule record as Resources in "Groups". This functionality allows a "Group" to be chosen under "Custom Fields" in a selected Schedule record on the Calendar in order to add a list of Resources, which will pull the linked User names from the Personnel records set with the selected "Group". Groups should be set up in the Categories module, then set to Personnel records accordingly (found under the "Advanced" menu of selected Personnel records). Please notify us when this has been completed so the development team can add the Groups to your Calendar so they can be selected. Changing the list of users for each Group will require the development team's intervention.
TRUE 19.0.49 Purchasing Items selected from "Products / Services" can now be batch added to a Purchase Order.
TRUE 19.0.50 Expenses Expense IDs (Field Purchases) will now appear in the "Jobs" and "Contracts" sections so users can quickly refer to a number without having to click on it.
TRUE 19.0.49 Map Added new show options in the "Map" module.
TRUE 19.0.49 eForms The "Total" on a Purchase Order eForm can now be optionally hidden.
TRUE 19.0.49 CO Requests Added "eSign" feature for "CO Requests" (Change Orders).
TRUE 19.0.49 Leads Added a "Leads" checkbox in the "Advanced Filter" to search for all contacts, whether they're still a lead or not, to then use the reporting options available in the Leads module.
TRUE 19.0.49 Bills When adding line items to a Bill from a Purchase Order, Access ID 359 will control whether or not a user can view the "Amount" field in this list.
TRUE 19.0.49 Contacts Added “Origin Date” and “Activity (Date)” to the Advanced Filter in the Contacts module.
TRUE 19.0.50 Purchasing Added "Inventory (Item)" checkbox in Advanced Filter which allows you to find Purchase Orders that have "Inventory" enabled in any of their line items.
TRUE 19.0.49 Help Ticket Instructions for how to take screenshots have been added to the Request Support feature.
TRUE 19.0.49 Taxes Improved how phrases such as "nontaxable" and "tax exempt" were used systemwide.
TRUE 19.0.49 Time Card Added "Attendance Reason" as additional data that can be exported from within the "Time Card" or "Time Review" modules.
TRUE 19.0.49 Time Review Personnel that appear in the "Time Review" list now adhere to the "Record Access" rules as applied in the "Personnel" module. What this allows you to do is provide specific authorized lists of personnel that other people can approve/review time punches for.
TRUE 19.0.49 Jobs Changed the wording "Payment" found in the "Jobs" module to "Pay Invoice" to provide better clarity of its purpose.
TRUE Fence 02.1.19 Catalog New "Advanced Duplicate" feature now available. This allows you to create a single assembly (section, pieces, posts, and parts with the posts, for example) and then duplicate it to automatically add multiple colors, sizes, and styles. It intelligently creates new assemblies by creating certain items that would be separate (like a different color) but link an existing product without duplicating it (like a bag of concrete). This is an amazingly powerful feature that allows you to build all of your assemblies quickly.
TRUE 19.0.49 Receiving Added job/contract information to alert notification description that's sent when items are received.
TRUE 19.0.50 Clients The "Nickname" field is now a configurable Category with a drop-down list.
TRUE Fence 02.1.19 Catalog Added a "Products/Services" field to display or modify the linked product record in "Products/Services" module found in TRUE. This record is used when handling Inventory and Purchase Orders.
TRUE 19.1.01 Bills In the Advanced Filter, added "Credit Available" filter.
TRUE 19.0.49 Jobs Resolved an issue where Jobs could not be sorted by ID ascending or descending.
TRUE 19.0.49 Invoices Down payments shown on an Invoice will now show the date the payment was transacted, not the date the credit was applied.
TRUE 19.1.01 Job Costing Job Costing entries linked to Change Order Requests now correctly navigate user when the "View Source" feature is used.
TRUE 19.0.50 Integration | STACK Added additional methods for importing data from STACK into the Bids and Materials modules within TRUE. Learn more about STACK at https://www.stackct.com/blog/true-2/
TRUE 19.0.49 Users / Access Added "Copy Work Email Token" feature found in "Manual" email setup. This allows multiple users to share the same email when sending eForms (Quotes, Proposals, Acknowledgements, Invoices, Purchase Orders, etc) from TRUE.
TRUE 19.0.50 Commissions Improved Commission Export feature in Invoice module.
TRUE 19.0.50 Time Clock When you now use the Time Clock module, if your user account is linked to a personnel account, TRUE will ask you to simply confirm who you are instead of requiring you to enter a PIN code every time. Additionally, when entering a PIN code, you can now optionally click where it says "Enter PIN" which allows you to type in a PIN with a keyboard and press return/enter.
TRUE 19.0.50 Vendors You can now batch select multiple contacts when adding them to a Client, Vendor, or Subcontractor.
TRUE 19.0.50 Credits Updated "Credit Memo" Report.
TRUE 19.0.50 Login Now removing extra spaces users accidentally add when entering usernames and passwords during login.
TRUE 19.0.50 eForms In the "Purchase Order" eForm (#12), the "Delivery Instructions" can now have a default value.
TRUE 19.0.44 Applicants Added an Advanced Filter search option for the Applicants module.
TRUE 19.0.44 Miscellaneous Any "Assigned" user, in any module, can now additionally be assigned a "Role". The roles to choose from are defined within Category #150 (Assigned - Role). This can assist in determining who is primary Project Manager, Estimator, Crew Leader, etc.
TRUE 19.0.44 Email Settings Emails sent from TRUE now have improved spacing.
TRUE 19.0.46 eForms Added the ability to set a "Default PDF" to automatically generate for the Purchase Order eForm (eForm ID #12).
TRUE 19.0.46 Files Added new icons for more file formats and adjusted file image preview.
TRUE 19.0.44 eForms We have added additional functionality to the Purchase Order eForm to allow users to add a delivery contact. This can be found under "Step 2" in the Purchase Order eForm, and simply allows you to pre-populate this eForm with contact information based on existing Personnel records.
TRUE 19.0.46 Users / Access Updated Access ID 1540 (View Contract Financial Information) to additionally cover the following features: Export Contracts, Export Tax Report, Export Contract Items, Export Job Costing, Export for Payroll, Basic Report, Over / Under Billing Report, WIP (Current vs. Total) Report, Summarized WIP Report, Expenses Report, and "Subcontractors" Report.
TRUE 19.0.44 Help Ticket The "?" feature now allows users to access the "Knowledge Base", "Request Support", view "Session Recordings", and view team based "Instructions" to assist in specialized business rules.
TRUE 19.0.46 eForms Updated the following eForms to conform with the recently added "Related Emails" feature when selecting emails to send an eForm to. This will pull related Client/Vendor email and any related Contact email for the following additional eForms: "RFI" eForm (#7), "Submittal" eForm (#9), "Transmittal" eForm (#10), "Advanced Quotes" eForm (#13), "Safety Talk" (#3), "Daily Report" (#5), "Time & Materials" (#6), "Near-Miss Report" (#38), "Report of Injury" (#39), "Hold Harmless Agreement / Equipment Release" (#40), "Notice" (#52), "Waiver" (#53), and "Notice [Florida]" (#54).
TRUE 19.0.46 Contracts Improved the "WIP (Current vs Total)" report.
TRUE 19.0.44 Help Ticket Access ID 1623 is required to modify new "Instructions" feature located within the "?" menu.
TRUE 19.0.44 Work Tickets Added additional functionality when scheduling Work Tickets on the Calendar. TRUE will now automatically populate the "Title" and "Description" fields of a schedule record created from a Work Ticket. The "Topic" and "DESCRIPTION/SCOPE/INSTRUCTIONS" fields are used for this purpose.
TRUE 19.0.45 Inventory Count Wizard Improved Inventory Count Wizard to group items by "Product". Now supports scanning standardized (Product) and non-standardized (Inventory) QR codes using the camera of an iOS or Android device while in a webpage.
TRUE 19.0.44 eForms The "Delivery Instructions" within a "Purchase Order" eForm (#12) can now be pre-loaded via a drop-down list from a "Category" (#151).
TRUE 19.0.44 Company Preferences The "Edit Name" default settings can now be modified when new Quotes or Jobs are created. Previously, the format was "ID | Client Name". Now, this can be modified.
TRUE 19.0.44 Clients Work Tickets can now be created for a specific Client and viewed within the Clients module in the Directory. This will display all Active and Archived Work Tickets that are linked to this Client record.
TRUE 19.0.46 Calendar (DayBack) Changes to schedules now create history audit logs. This is helpful when determining who last modified a schedule in some way.
TRUE 19.0.44 eForms "Purchase Order" eForm (#12) now includes "Hide Project" show option.
TRUE 19.0.44 Jobs When line items have components, the simplified line item view in the "Quotes", "Jobs", and "Estimates" modules will now always show the total of the parent plus components, even if the parent is not set to "Assembly".
TRUE 19.0.44 Products / Services Components can now be set whether they're billable or not. This allows scenarios where component pricing is already included in the parent's pricing but still needs to be included for procurement reasons.
TRUE 19.0.46 Contracts New "View Pay Requests" module added. Based on the contracts currently being viewed, launching this module will show all related Pay Requests. The Pay Requests can then be sorted by contract, month, and accounting status. Selecting a Pay Request navigates to the contract record.
TRUE 19.0.44 Bids When upgrading a Bid to a Contract, if components are present and those components are set to "Individual" (instead of "Assembly") and the option to use estimate items to build the contract item list (schedule of values) is chosen, TRUE will only create one contract line and treat the total as an assembly for that purpose.
TRUE 19.0.47 Leads Sources can now be edited and deleted. Previously, sources could only be created.
TRUE 19.0.44 eForms Added "Near-Miss Report" eForm (#38) to "Contracts" module.
TRUE 19.0.46 eForms Improved eForm #52 (Notice).
TRUE 19.0.46 eForms Improved eForm #54 (Notice [Florida]).
TRUE Fence 02.1.16 Catalog Added a "Display Name" field to the "Build Components" feature in the TRUE Fence Catalog. This will help to clarify product selection during the component setup process.
TRUE 19.0.46 Jobs Parent level line items with components will now be prevented from the quantity being set to zero. Line items without components can have their quantity set to zero.
TRUE 19.0.46 Inventory Count Wizard Improved Inventory Count Wizard to require Access ID 1628 to clear count results or apply them. When applying results, TRUE will reassign inventory location based on count tallies, mark items missing as "Done" with the "Shrinkage" option checked, and create new items as needed.
TRUE 19.0.46 Jobs New access ID 1625 required to use the "Set all Reserved as Done (Used)" feature within the Inventory mode of a selected Job.
TRUE 19.0.46 Personnel Improved "Advanced Filter" capabilities within the "Personnel" module.
TRUE 19.0.46 Products / Services Hierarchy field added to "Export Price Book" and "Import/Update Price Book" feature. This allows you to set hierarchy names for many records via Excel, then upload them into TRUE.
TRUE 19.0.46 Training Resolved an issue where the training "Validation" didn't always show the most up-to-date status.
TRUE 19.0.46 Dashboard Improved load time for "Field" dashboard.
TRUE 19.0.46 Routing Added "Map" feature within an individual "Stop" option menu. When using an iOS or Android device, the user's map app preference will attempt to load the correct locally installed app (Apple Maps or Google Maps). When using a Windows or macOS computer, the user will be navigated to Google Maps web browser version. This is in addition to the built in map feature that already shows the most optimum route for all stops.
TRUE 19.1.01 Reminders Completely redesigned Reminders module. Allows easy to use recurring reminders that can be assigned to multiple team members.
TRUE 19.0.45 Contracts "Subcontractor" field added to the Advanced Filter to allow searching for Contracts by related Subcontractor accounts added within the "Subs" mode of a Contract.
TRUE 19.0.48 eForms Added new "Service Call Site Review & Record" eForm accessible via the Work Tickets module.
TRUE Fence 02.1.17 Catalog Added the ability to remove component relationships utilizing the "Component Export CSV" template in the TRUE Fence Catalog.
TRUE 19.0.46 Inventory Removed requirement that "Product / Services" items had to have the "Stock" checkbox checked in order to see inventoried Products by "Stock" in TRUE.
TRUE 19.0.46 Personnel Added the following to the Personnel export feature: "Position Date", "Position", "Position Occurrence", "Position Rate", and "Salaried".
TRUE 19.0.46 Tasks Replaced the label "Punch List" with "Field" in Task module and in every Task mode within TRUE.
TRUE 19.0.46 Server Automatic re-login due to inactivity adjusted from 1 hour to 8 hours.
TRUE 19.0.46 Routing Routes can now be archived from the list layout individually or via batch selection.
TRUE 19.0.47 Bids Improved "Cost Code Breakdown" PDF report available in Estimate mode.
TRUE 19.0.46 Planner Gantt Chart (Planner) can now be duplicated and renamed.
TRUE 19.0.46 Receiving Alert notifications will now be sent when items are received to users assigned to related "Jobs", "Contracts", and anyone with Access ID 1626. Notifications will include the Vendor and the Job/Contract name, if available. Viewing the alert will navigate the user to the corresponding Purchase Order.
TRUE 19.0.46 Routing Renamed "Addresses Report" to "Stops Report" and improved report to allow for large amounts of notes per stop. Renamed "Print Route" to "Directions Report".
TRUE 19.0.46 Receiving When appending a "Note" to an item during receiving, users can now select from a default list of notes to add. These notes are seachable from within Purchasing, Receiving, and Inventory modules. The default list can be modified within the Categories module, #153 (Receiving - Note).
TRUE 19.0.46 Alerts Emailed alert notifications now include a "View Alert" feature. When clicked, TRUE will open and navigate you to what the notification is referencing.
TRUE 19.0.46 Users / Access Within a selected User, added "Apply Profile" feature. This will replace any existing access permissions with an existing profile. Previously, this same action had to be taken from within the "Profiles" mode.
TRUE 19.0.46 Routing Viewing a route Overview now requires Access ID 503. Viewing a route's Stops now require Access ID 1627.
TRUE 19.0.47 Integration | CFS An Itemized Estimate PDF generated from Computer Fencing System (CFS) software can be imported into the "Materials" module. All line items are imported including Product ID, Description, Quantity, and Sell Price.
TRUE 19.0.46 Point of Sale Transactions taken using Stripe integration will include details of the bank or card (for example, "AMEX ending in 9999"). Additionally, this information will appear optionally on the "Invoice" and "All-in-One" eForms.
TRUE 19.0.46 Materials When sorting "Materials" by "Vendor", if a material is linked to a product and that product has an assigned vendor, the vendor's name will now display correctly.
TRUE 19.0.46 Calendar (DayBack) When using the Bidders source in the calendar, the bid stage can now be adjusted from within the calendar directly by using the "Custom Fields" option in the popover.
TRUE 19.1.01 Integration | Plaid Updated Plaid integration for Bank integrations. This provides an improved experience when importing financial data from bank accounts when using TRUE Accounting.
TRUE 19.0.47 Integration | Glazier Studio / PartnerPak PartnerPak's "Bid Summary" can now be imported into a Bid in TRUE.
TRUE 19.0.46 eForms Modified Purchase Order eForm (#12) from showing "#" to "Line" to refer to line item sequencing.
TRUE 19.0.47 Bids When deleting builds (assemblies or individualized component groupings) within the Estimate module, the user will now be warned that deleting a parent will also delete all components.
TRUE 19.0.46 Journal "Ledger Number" and "Ledger Name" filters now include drop-down selections for quicker searches.
TRUE 19.0.46 Products / Services Product Hierarchies can now additionally be double-clicked to expand or condense when selecting a "Product / Service". Previously, users had to click on the "carrot" symbol to perform this action.
TRUE 19.0.47 Products / Services When using the "Product Hierarchy" feature to help selecting a product or service, the hierarchy can now be fully expanded or collapsed with new available buttons. Additionally, double-clicking on a level will expand or collapse it.
TRUE 19.0.47 Divisions The display text for "Divisions" have been modified to additionally support an "ID" number, if applicable.
TRUE 19.0.48 Dashboard New dashboards available for the "Service" and "Contracts" workflows that allow summary information by Facility or Division. Managers can switch between these while users can also be restricted to only see the Facility or Division their assigned to. This feature is available in the "User Preferences" module > "Dashboard".
TRUE 19.0.47 Pay Requests When using the "View Pay Requests" feature, pay requests can now be sorted and summarized by Facility, Division, and Client.
TRUE 19.0.47 Schedule Added audit logging (History) for events and schedules on the calendar. This can be accessed by opening the "Edit" card, clicking the information icon, then clicking "View History".
TRUE Fence 02.1.17 Catalog When the "Generate Materials" feature is used, if an item is linked to a "Catalog" item, and that item is linked to a "Product / Service" in TRUE, the linked "Vendor" will be set. This allows for easy sorting and selection for purchase order creation.
TRUE 19.0.47 Locations Labels can now be batch printed to a printer roll or Avery labels.
TRUE Fence 02.1.17 Catalog In the TRUE Fence Catalog, added the ability to modify the Markup or Margin percentage on multiple products at a time via batch select.
TRUE 19.0.47 Inventory Count Wizard When applying inventory counts, you can now choose to treat empty (null) count fields as zero or skip them. Also added feature to sort locations by last check to assist in conducting cycle counts.
TRUE 19.0.47 Personnel Improved PTO Report.
TRUE Fence 02.1.17 Catalog Improved "Type" sort option found in the default Table View of the TRUE Fence Catalog. This will now display more relevant product types at the top of the screen.
TRUE 19.0.50 Integration | CRL Showers Online Import CRL Showers Online PDFs directly into TRUE for your Glass and Hardware orders. Supports upload to a TRUE Purchase Order. Eliminates data entry errors, saves time, and ensures the correct items are tracked all the way through Receiving.
TRUE 19.0.47 Integration | QBD/QBP/QBE Added "QB Sales Rep" field within the preferences mode of the Users / Access module. Quickbooks only supports a 5 character abbreviation when syncing Sales Representative information. This allows the full person's name to appear in TRUE while using the abbreviation in Quickbooks.
TRUE 19.0.48 eForms When selecting emails when sending an eForm, you may now optionally select an unlimited number of emails. Previously, there was a limit of 16.
TRUE 19.0.47 Jobs The "Notify Client" feature now requires a company email to be set to function. This is so customer responses are properly relayed.
TRUE 19.0.48 Leads A "Source" report has been added to the report options found under the "PDF" icon within the Leads module. This will generate a Leads by Source report for the Leads in the current filtered list.
TRUE 19.0.47 Invoices Added "Sales by Product Cost Code" Excel export. This rolls up the currently filtered invoices and shows total by line items linked to a Product which in turn are linked to a Cost Code. This allows a quick way to view sales by cost code (department, etc) for any given period.
TRUE 19.0.47 Work Tickets Added new "Outcome" named "Material Stage" for use when marking itemized materials on a work ticket as complete. With this turned on, the stage of each material is set to "Done" within the "Materials" module.
TRUE 19.0.47 Bills When a bill's "Manager Approval" button is confirmed, an alert is now sent to anyone with Access ID 1629.
TRUE 19.0.47 Purchasing Improved the "Receiving" calculation to not include line items set to not be received.
TRUE 19.0.47 Alerts When items are received, the alert message sent will not only include the PO number and Vendor name, but also the originating Client and Job/Contract information, if applicable.
TRUE 19.0.47 Integration | CFS An "Itemized Estimate" PDF and "Labor Worksheet" PDF generated from Computer Fencing System (CFS) software can be imported into the Bids module as line items. Product IDs, descriptions, quantities, and sell pricing import automatically. In addition, if product IDs match data in TRUE, the cost of those products in TRUE are automatically used to establish the project's budget.
TRUE 19.0.47 Messages Further improved Messages module to support sending and receiving pictures and files, improve performance, and show additional related information.
TRUE 19.0.47 Bids Bids can now be more specifically filtered by any of the linked Bidders bid status, due date, and overall sent date.
TRUE 19.0.49 Clients In a selected Client, the counts that initially appear are for active related Quotes, Bids, Jobs, Contracts, Pay Requests, and Invoices. If you want to see all (active and archived), click the "Options" button, and click "View All Counts". When you click on a segment, you'll be shown the data based on the view you're in (All or Active Only).
TRUE 19.0.47 Purchasing | PO to SO Clients with multiple TRUE files can now create Purchasing Orders in one and have it automatically create Jobs (Sales Orders) in another. This saves data entry time when owners have both wholesale and installation firms that buy and sell to each other.
TRUE Field 2.1.11 Files Improved how files, images, and videos are handled. Videos can now be uploaded. Images have many more markup options, file descriptions appear in grid view, and can be modified.
TRUE 19.0.47 Bills If the tax model preference is set to "Global Tax Model" PO items added to bills will pull over the subtotal instead of the total.
TRUE 19.0.47 Inventory Added product category in stock inventory export.
TRUE 19.0.47 Time Review Added "Attendance" hours when viewing personnel.
TRUE 19.0.47 Quotes Attributes without a "Division / Facility" restriction set will now be available for users to select even if the user does have a "Division / Facility" restriction.
TRUE 19.0.47 Check Register Added new check template "SF4001-1SC"
TRUE 19.1.01 Integration | QBD/QBP/QBE New "Require QB Item Codes" feature added in Company Preferences when syncing Invoices and Bills. This will stop syncing from occurring if any line items are not linked to a Product in TRUE that also has a product key from QuickBooks.
TRUE 19.0.48 CO Requests In "Contract Setup", added new feature "Bond Required". When enabled, change orders are required to include a bond amount prior to approval.
TRUE 19.0.47 Vendors Archived contacts will now show an indicator they're archived when viewed within the "Contacts" mode of a "Client", "Vendor", or "Subcontractor".
TRUE 19.0.48 eForms New "CO Requests" eForm.
TRUE 19.0.49 Reports Added report filtering by "Class".
TRUE 19.0.47 eForms Added "Special Conditions" section to eForm #13 (Advanced Quotes), available in the Bids and CO Requests module. This allows a block of text to be placed below the line items, but above the summary and signature sections.
TRUE Fence 02.1.13 Catalog Added an "Import TRUE to Catalog" feature for TRUE Fence. This allows users to sync the product data found in the Products / Services module into the TRUE Fence Catalog.
TRUE 19.0.35 Work Tickets Multiple email addresses and phone numbers can now be entered when using the "Notify Client" feature to send an email or text message to a customer from within TRUE.
TRUE 19.0.34 eForms Improved user interface when emailing eForms.
TRUE 19.0.34 Miscellaneous Improved the user interface for the Quick Actions and Settings menus systemwide.
TRUE 19.0.34 Purchasing When searching purchase orders by a job or contract, you can now perform a keyword search or a specific search by first selecting a job or contract.
TRUE 19.0.34 Bids Added "Company" fields to the "Opportunity" and "Bids" module.
TRUE 19.0.34 Jobs Improved radius search feature within the Jobs module.
TRUE 19.0.35 Quotes Improved the "Notify Clients" feature to allow for multiple email addresses, improved user experience, and ease of use.
TRUE 19.0.35 ePay Added ePay options in Email card settings for quotes, allowing emails to include ePay and the down payment amount required.
TRUE 19.0.40 Clients Whenever a client is selected to be added to a Quote, Job, Opportunity, Bidders, Bid, Contract, or Work Ticket, an optional instructions/warning can be displayed to the user that's unique to the client. Also, whenever a vendor is selected to be added to a Purchase Order, Expense, or Bill, an optional instructions/warning can be displayed to the user that's unique to the vendor.
TRUE 19.0.35 Main Menu Added "Sub-Menu" option in User Preferences allowing users to view an expanded menu navigation interface.
TRUE 19.0.40 eForms For Invoice eForm #17, added labels to various IDs in header.
TRUE 19.0.37 Calendar (DayBack) Added the ability to modify the fields that are displayed for Schedule records on Calendar. This can be modified within Company Preferences.
TRUE 19.0.40 Purchasing New Table View mode which provides, by line item, the vendor, type, job/contract, cost code, delivery dates, order ID, inventory location, pick ticket, shipment, and route.
TRUE 19.0.38 Inventory Performance in TRUE has been improved when exporting Items from the Inventory module.
TRUE 19.0.35 Locations Improved performance of viewing inventory counts per location (aisle, bin, room, etc) when over 10k items are present.
TRUE 19.0.35 Tools In the Tools module, added the ability to assign a location to selected tools.
TRUE 19.0.35 Invoice Wizard Improved Invoice Wizard to show line sequence an item notes.
TRUE 19.0.37 eForms Improved "Attachments" eForm Template to use shortened URLs.
TRUE 19.0.37 Work Tickets Added Access ID #1614. This will send alerts when a Work Ticket is completed to any user with this Access ID assigned.
TRUE 19.0.38 Invoices New "Job/Contract Dependent ID" in Company Preferences allow invoice numbers to be based on job or contract IDs with an appended increment starting at 1.
TRUE 19.0.35 Addresses You can now optionally require an address name to be entered before an address is saved. This can be set in "Company Preferences" > "Miscellaneous" > "Address Name".
TRUE 19.0.35 eForms When emailing eForms from TRUE, the "Subject" can now also include default text.
TRUE 19.0.35 ePay When using ePay on a quote (eForms #22, 23, and #30), the ePay Amount will now automatically be set to 50% of the sell price and will verify it's not empty.
TRUE 19.0.35 ePay TRUE will now verify a "Client" is linked to a quote or job before "ePay" is used.
TRUE 19.0.38 Quotes Modified the existing Company Preference for the "Manager Approval" feature. Added a field that allows the user to enter a dollar amount. When this feature is enabled, it will hide the "Manager Approval" button within the Quotes/Jobs/Bids modules unless the sell price of a quote exceeds the figure entered in Company Preferences.
TRUE 19.0.35 Company Preferences Use the "Auto Follow-Up in Days" feature to automatically set your follow-ups in Quotes and Bids when they're marked as sent.
TRUE 19.0.35 Alerts When requests are added to a purchase order, users with Access ID 584 will receive a notification.
TRUE 19.0.35 Routing Added new access permissions to restrict users from marking a stop on a route as "Loaded", "Delivered", or "Billed". These are 1615, 1616, and 1617, respectively.
TRUE 19.0.37 Invoices Added "Tax Table View" in Invoices module. This allows for manual tax changes to be made to handle special use cases such as discretionary taxes with limits when using TRUE Accounting.
TRUE 19.0.37 Receiving Items to be received can now further be filtered by originating purchase order type.
TRUE 19.0.37 Jobs Added a batch select button for the Jobs module called "Time Clock". This will allow the user to enable the TRUE Time Clock feature on multiple Job records at once.
TRUE 19.0.37 Contracts Added a batch select button for the Contracts module called "Time Clock". This will allow the user to enable the TRUE Time Clock feature on multiple Contract records at once.
TRUE 19.0.37 Time Clock The "Time Clock" toggle can now be turned on and off for Contracts and Jobs en masse.
TRUE 19.0.40 Products / Services Added an additional Advanced Filter search field for the Product/Services module called "Client/Vendor". This will allow users to filter their search for Products/Services by the assigned Client or Vendor record.
TRUE 19.0.38 Schedule New "Move" batch action allows multiple selected schedules to be moved to a specific date or forward/backward by X number of days.
TRUE 19.0.37 Bills Added a feature when selecting line items from a Purchase Order that will pull into a Bill.
TRUE 19.0.40 Payroll Added a feature in the Time Review module to allow the ability to "Sort" Personnel records by "First Name" or "Last Name".
TRUE Fence 02.1.13 Catalog We have added a "TRUE" and "QB" icon to depict whether or not Catalog items in TRUE Fence exist in the Products/Services module or have been synced to QuickBooks.
TRUE 19.0.39 Users / Access In some cases, users were able to be assigned more than once to a quote, etc. Users can now only be assigned one time.
TRUE 19.0.38 Alerts Improved the Fuel/Mileage alert to include additional information.
TRUE Fence 02.1.13 Selections Added an ease of use change in the Selection module within TRUE Fence. When using the batch select feature to apply multiple products via the "Catalog" feature, TRUE Fence will automatically fill in the "Type" field in the product search to match the first product selected. This can only be done if there is an existing drawing for the current selection.
TRUE 19.0.40 Clients When viewing a list of clients, vendors, or subcontractors to choose from, an additional information icon is now available.
TRUE Fence 02.1.13 Details Resolved an issue with the "Auto Combine Items" feature within TRUE Fence. This was made to support the batch select product selection workflow.
TRUE 19.0.38 Time Card When exporting time card data, a "Year" and "Week" column have been added to support more advanced filtering and sub-summary sort options in Excel.
TRUE 19.0.38 Attributes Multiple attributes can now be added to a work ticket simultaneously.
TRUE 19.0.38 Files Users can opt to use the previous version of the files management system via a user preference checkbox option labeled "Force Class Files". When enabled, users will be navigated to the "Classic" version directly.
TRUE 19.0.38 Files Files can now be viewed from within the advanced mode of the "Personnel" module > "Time Off" > selected entry > "View Files" tile using the new file management system.
TRUE 19.0.38 eSign Improved notification message when a customer emails an eSigned PDF to themselves and the company email settings are not set up correctly.
TRUE 19.0.39 Pay Requests Wizard Added new "Jobsite" feature. This automatically fills out the pay app's amounts to be billed per schedule of value based on the current jobsite progress. The jobsite system allows for crew leaders to update which activities are completed per opening/area. Those activities include cost, sell, and estimated hour data. This allows for automatic pay app generation based on realtime jobsite conditions without requiring an onsite review by a project manager or superintendent.
TRUE 19.0.39 Integration | QBD/QBP/QBE When voiding transactions that were previously synced with QuickBooks, the transaction will now automatically flag for an update in the QuickBooks Dashboard.
TRUE 19.0.40 Job Costing Improved "Actual Completion" feature found on Work-In-Progress Report. Alongside "Financial Completion", actual completion uses job-site reported progress reports to report the real, up-to-date, completion per cost code of a project.
TRUE 19.0.39 Files In the "Files" module, the "Folders" mode has been re-added and supports the new file management system. When accessing this directly within the "Files" module, any folders and files shown within the "Folders" mode are unrelated to any other source. This allows you to have a company level storage system that doesn't require files to be related to a job or other source.
TRUE 19.0.39 Jobs When archiving multiple jobs at the same time, TRUE will now also omit the archived jobs from the list the user is viewing.
TRUE 19.0.39 Quotes When a client is selected to be added to a quote or job, if a default shipping/location address for the client is available, the user will be prompted to confirm whether it should be used as the job-site address for the job. Previously, this occurred without a prompt.
TRUE 19.0.40 Users / Access Added new "Access Wizard" available from individual Users or Profiles.
TRUE 19.0.40 eForms Added a "Default PDF" feature to the Invoice eForm. This will allow the user to set a PDF file to automatically generate for every Invoice eForm.
TRUE 19.0.40 Notes Notes can now be entered with formatting, fonts, colors, numbered lists, hyperlinks, and more.
TRUE Invoices
TRUE 19.0.46 Contracts In Submittals mode, added new customizable "Stage" field.
TRUE Fence 02.1.15 Catalog For the TRUE Fence Catalog, added a "Direct Amount Pull" and "Pull Sub Component" feature in the Component mode. This will allow the ability to disable the related component relationships for selected components. This will allow you to build the exact quantity of products without having to consider the additional component relationships.
TRUE 19.0.41 eForms Added refresh feature to all eForm previews.
TRUE 19.0.41 Integration | QBD/QBP/QBE When using a Quickbooks integration, if a client address is changed in TRUE, the client will be automatically flagged for an update sync with Quickbooks. This allows the Quickbooks address to also be updated.
TRUE 19.0.41 Clients When linking an existing client to a quote or job, only the "Shipping / Location Address" will be used to prompt the user if they wish to set the "Jobsite Address" with the same address. Previously, the system would also attempt to use the "Billing Address" if no other addresses were available.
TRUE 19.0.44 Contracts In "Releases", "Owner" and "Owner Address" can now be pre-set when generating Notice eForms.
TRUE 19.0.42 eForms Invoice eForm #17 now optionally allows transactions (payments, refunds, credits) to be shown including summarized credit/debit/bank information if using Stripe integration.
TRUE 19.0.41 Credits The "Credits Applied" section in the "Clients" module was redundant and therefore removed.
TRUE 19.0.41 Jobs Whenever one or more line items on a job automatically recur because of a set recurrence, an alert (Access ID 1618) is created for any assigned users of that job.
TRUE 19.0.42 Tools Improved how new tool IDs are set. Also adjusted the tool "Assigned" report to sort tools by ID within each Assignee with a page break in between. This allows the report to be handed to each Assignee more easily.
TRUE 19.0.41 Quotes Create a Down Payment directly from a Quote while simultaneously converting the Quote to Job. This will cut down on clicks for the user and offer a smoother transition from Quote to a Job while conducting financial transactions.
TRUE 19.0.41 Jobs When a work ticket is created from job line items in the "Items" mode, if those items have components, those components will now automatically be included on the work ticket. This change does not affect a similar feature in "Table View" mode.
TRUE 19.0.47 Setup Subscriptions can now be adjusted by clients within TRUE from the "Setup" module > "Manage My Subscription".
TRUE 19.0.42 eForms New "Worksite Evaluation & Crew Talk" eForm added.  This allows you to assess hazards, track inspections, record safety briefings, obtain signatures from all attendees and generate a PDF to be sent to a customer, etc.  This can be created and filled out on a phone, tablet, or desktop computer from any Ticket.
TRUE 19.0.45 eForms Previously generated eForms can now be filtered en masse, viewed, and marked as reviewed without having to enter each job, contract, or ticket.
TRUE 19.0.42 Calendar (DayBack) Added "Notify Crew" feature. From within any schedule, click this to send an email or text message to any resourced crew members for the schedule. Alert methods are controlled within individual Personnel records.
TRUE 19.0.43 Schedule Added a feature in the Planning workflow found in the Schedules module. You can now Archive multiple Schedule records via the Batch Select feature.
TRUE 19.0.42 Dashboard "Shop" dashboard will now auto-refresh upon initial navigation if the last update was more than 24 hours ago.
TRUE 19.0.42 CO Requests Approved Change Orders will now respect taxable status when added to the schedule of values if contract is not an AIA payment type.
TRUE 19.0.43 Materials Within each material row, current stock, reserved, done (used), and unfulfilled quantities are now displayed. This allows for easier planning when sourcing and procuring materials per contract.
TRUE 19.0.44 Bids Users can now toggle between setting "Margin" or "Markup" as their default method throughout TRUE.
TRUE 19.0.42 eForms Rich text formatting options are now available for eForms emailed from TRUE.
TRUE 19.0.42 Materials Create finished inventory from a materials list.  The most common use case is some sort of fabricated, assembled, or manufactured product that will be sold, shipped, or installed as a single item.
TRUE 19.0.43 Materials When using the "Create Inventory" feature within the Materials module, TRUE will now only allow you to create new inventory up to the indicated quantity for that material. This feature is used when an item has been assembled or manufactured and needs to be subsequently tracked as inventory for the purpose of assigning shelf locations, pallet staging, and shipping manifests.
TRUE 19.0.43 eSign Added eSign functionality to the "Purchase Order" eForm.
TRUE Fence 02.1.16 Details Added a "Use User Friendly Display" to the Details mode in TRUE Fence. This will automatically generate a more user friendly string of text for Fencing, Gate and Post products.
TRUE 19.0.43 Work Tickets Added "Kanban Board" view for Work Tickets. This allows you to easily visualize your tickets, move them between stages (columns) and types/stations (swim lanes). See who's assigned and which job/contract they're linked to along with scope of work/instructions.
TRUE 19.0.44 Planner Completely redesigned Gantt Chart available in "Planner" module. Highlights include: Changes saved automatically, export to Excel, print to PDF, filtering, row drag and drop, split tasks, right-click menu, zooming, milestones, improved dependencies.
TRUE 19.0.43 eForms Default email subject and body text can now be preset using rich text options such as bold, italics, font colors, font styles, etc.
TRUE 19.0.43 Budgets Budgets can now be set by dollar values rather than just percentages. Classes can now be set (allows for variation by division, etc). Consolidated reports can be ran for a subset of months.
TRUE 19.0.43 Bills Added "Manual Entry (Multiple)" feature to add many lines to a bill at the same time.
TRUE 19.0.43 Vehicles When setting up "Maintenance" for vehicles, an odometer/hours entry is no longer required. This allows the maintenance notification system to provide problem alerts that do not involve odometer/hours; for example, insurance, registration, and other date specific items.
TRUE 19.0.43 Jobs When marking a job as "Complete", if any reserved, unused inventory is still associated with the job, you'll receive a notification and not be allowed to proceed. The purpose of this is to decide whether the reserved inventory should be marked as done (used) or returned to stock.
TRUE 19.0.43 Routing Improved map's refresh option within Routing module. Occasionally, the route would not display after a refresh.
TRUE 19.0.43 Work Tickets When a Work Ticket with it's "Outcome" set to "Deplete Inventory" has line items linked to "Materials", and those material line items are marked as "Complete", TRUE will now deplete those related inventory items.
TRUE 19.0.43 Jobs In the Inventory mode within the Jobs module, reserve inventory can now be confirmed as done (used) from there instead of having to jump to the inventory module.
TRUE 19.0.43 Materials Improved "Materials" printed label formatting.
TRUE 19.0.43 Tools Improved Tool QR code label.
TRUE 19.0.43 Purchasing When uploading files and images into purchase orders, you can now optionally turn off the automatic feature that also links those files and images to the purchase order's job or contract repository.
TRUE 19.0.44 Company Preferences New "Plain Text Emails" option now available. Some users with nonstandard email configurations may require plain text options as opposed to rich text formatting, which is default.
TRUE 19.0.44 Work Tickets From the Kanban Board, drill down into a work ticket by first selecting it (double-click) then clicking on the spyglass icon.
TRUE 19.0.38 Tools Preventative Maintenance (PMCS) is now available for Tools. Previously, this was available only for vehicles.
TRUE 19.0.24 Payroll When selecting personnel to include in a payroll run, you can now additionally choose only salaried personnel.
TRUE 19.0.25 eForms The email body for invoices can now be pre-populated with the following merge fields: Invoice ID, Balance, Paid, Due Date, Terms, and Invoice Date.
TRUE 19.0.24 Quotes If "Manager Approval" is turned on for a quote, TRUE will not allow the quote to be marked as Sent until a user with sufficient access has approved it.
TRUE 19.0.44 Personnel Added "Advanced Filter" feature in Personnel module.
TRUE 19.0.25 Quotes When adding a contact to a quote or job and the "+" icon is used to create a new contact, the user will instead by guided through the standard New Contact Wizard. If a client is already set to the quote or job, the newly added contact will also be linked to the client.
TRUE Fence 02.1.10 Catalog The “Blank” checkbox has been rename to “Zero Quantity Item”. This allows non tangible items to be added to a fence assembly.
TRUE 19.0.24 Calendar (DayBack) In "User Preferences", each use can choose which default calendar source to load with the "Lightning Bolt" > "Calendar" feature is used.
TRUE 19.0.25 Configurator | Sq/Ft - Glass Added option to turn on/off feature that rounds up to nearest even inch.
TRUE 19.0.25 Products / Services When choosing a product / service, a new advanced filter is available as well as sorting by category.
TRUE 19.0.25 Contracts Improved "Basic" report by adding contract value and sorting options.
TRUE 19.0.27 Integration | QBO TRUE will now additionally sync uploaded documents in TRUE to QuickBooks Online when Bills are synced.
TRUE 19.0.25 Materials When ordering items from the material list of the same product but with different architectural mark numbers, TRUE allows you to consolidate for procurement reasons, but shows all related mark numbers with quantities automatically. When receiving, TRUE correctly associates these consolidated purchases to the original material list items.
TRUE 19.0.26 Calendar (DayBack) Added "Open Maps" custom button for schedules within the calendar. This allows mobile users on iOS (iPhone / iPad) or Android to open either Apple Maps or Google Maps based on their user preferences within TRUE.
TRUE 19.0.27 Contracts Added new "WIP (Current vs. Total)" report. This combines elements of the "Summarized WIP" and "Over/Under" reports.
TRUE 19.0.25 Work Tickets When choosing an image to append to a work ticket, TRUE will now initially only show you images linked to the work ticket already.
TRUE 19.0.25 Calendar (DayBack) Similar to "Events", schedules can now have a reminder set at the time of the schedule, 15 min before, 30 min before, 1 hour before, and 2 hours before. Notifications will be sent to anyone resourced to the schedule via dashboard, email or text message.
TRUE Fence 02.8.01 Drawing Fence segments can now be grouped prior to saving the drawing. This shows up in the edit panel and automatically combines segments when saved.
TRUE 19.0.25 Calendar (DayBack) New history icon added to event and schedule edit cards. These show who created and last modified each even and schedule and when.
TRUE 19.0.25 New Contact Wizard A default "State/Province" can now be set when creating a new contact or lead.
TRUE 19.0.26 Quotes Improved handling of Tax Exemptions in the Jobs workflow.
TRUE 19.0.25 Integration | QBO Added new ad hoc job and contract sync for QuickBooks.
TRUE Fence 02.1.10 Catalog Added "Demolition" as a category available in the TRUE Fence catalog.
TRUE 19.0.28 ePay When a customer pays an invoice using TRUE's ePay feature, an alert will be sent to users who have Access ID 1611.
TRUE 19.0.26 Credits Credit memos can now be voided.
TRUE 19.0.26 Bids When exporting Bid records to Excel, both the Opportunity ID and Bid ID will be included.
TRUE 19.0.26 Contracts Contracts can now be searched by the originating Bid's "Proposal ID" or "Estimate ID". Searching by "Bid ID" was always an option.
TRUE 19.0.26 Dynamic Charting Added new Dynamic Charting module available from within Quotes and Jobs. This allows for thorough analysis of sales performance and win ratios, by day, week, month, quarterly, and annually. Includes a dozen different sort options, advanced filtering, and easy to use charting.
TRUE 19.0.27 Jobs The "CSV Export" and "Import Records" features have been improved to allow for additional information to be imported into TRUE.
TRUE 19.0.27 Invoices Added "Invoice Date" to invoice list along with "Invoice Due Date".
TRUE 19.0.27 Schedule When a schedule is created from a Job or a Quote, if a "Facility" was set, the facility name will automatically be added to the resource list of the schedule.
TRUE 19.0.18 Alerts Improved upgrade Quote to Job alert notification to include additional information about the quote.
TRUE 19.0.27 Configurator | Edge When the Edge Configurator is used, The edges selected are now automatically added to the description of the service.
TRUE 19.1.01 Clients The "Contacts" list in Clients, Vendors, and Subcontractors modules can now be sorted by name instead of only by date of creation.
TRUE 19.0.28 Personnel When new quotes, jobs, contracts, purchase orders, or bills are created, a default "Company" can now be set based on the user's linked personnel record's default settings.
TRUE 19.0.31 eSign eSign/ePay links will now use a shortened URL.
TRUE Fence 02.1.11 Catalog Improved how "Options" are handled within TRUE Fence App.
TRUE Fence 02.1.11 Catalog Added "Blank" post type option.
TRUE 19.0.31 Credits Files / Emails / Notes can now be linked to Credit Memos.
TRUE 19.0.28 eForms Pictures added to a "Purchase Order" eForm will now show as attached pages.
TRUE 19.0.28 Company Preferences Added option to "Disable Activity Logging" when time clock punch notes are entered. This will prevent those notes from appearing in the job, contract, or work ticket the punch was for.
TRUE 19.0.28 Company Preferences When importing projects from QuickBooks into TRUE, you can now choose if those projects are added as a Job or Contract.
TRUE 19.0.28 Pay Requests Wizard When creating pay requests or invoices for Contracts, you can now automatically enter the percent completion based on incurred cost to date for each contact item (schedule of values). An additional option also allows you to also include committed costs (Purchase Orders & Field Expenses). These features automate billing for complex contracts as long as job costing is up-to-date.
TRUE 19.0.28 ePay ePay is now optimized for use on a phone.
TRUE 19.0.29 CO Requests When upgrading a Change Order Request to a Change Order a new Description field has been added allowing the user to quickly modify the description before applying to the SOV.
TRUE 19.0.28 Miscellaneous User experience when batch selecting items in a picker list has been improved throughout TRUE.
TRUE Field 2.1.10 Schedule Added feature to limit the number of days ahead of today a TRUE Field user can see their own schedule.
TRUE 19.0.29 ePay Quotes can have a deposit paid through ePay in addition to optionally requiring eSign. This streamlines your sales process by sending a single email where a client can view, sign, and make a deposit. You're notified when a quote is either signed or a payment has been made. This applies to eForms 22, 23, and 30.
TRUE 19.0.28 Quotes In Quotes and Jobs, if a point of contact (POC) is set, and that contact has a primary phone or a primary email, those will show instead of the client's primary phone or email in the information section.
TRUE 19.0.28 Jobs Can now more easily search for a scheduled date to find all jobs from within the advanced filter of a job.
TRUE 19.0.31 Work Tickets Tickets can now be made visible for time clock in a batch action. This makes it easier to quickly allow (or disallow) many tickets from being used for time keeping all at once.
TRUE Fence 02.7.01 Drawing Added new "Arrow" tool. This allows an arrow to be drawn anywhere on the grid, modify line length, and rotate orientation.
TRUE Fence 02.7.01 Drawing Measurements can now be hidden per fence object. This is especially helpful for existing fence sections.
TRUE Fence 02.7.01 Drawing Text can now be rotated 90 and -90 degrees.
TRUE 19.0.29 Inventory Improved "Inventory by Location" report to include additional options.
TRUE 19.0.28 eSign eSign is now optimized for use on a phone sized display screen.
TRUE 19.0.30 Products / Services Improved "Reorder Report" features.
TRUE 19.0.33 Expenses When expenses are added to a merchant invoice (credit card bill), the "class" will now automatically be set based on settings in the related Job or Contract.
TRUE 19.0.30 Company Preferences Improved Company Email set up to use Nylas integration which allows seamless authentication with any email provider.
TRUE 19.0.30 User Preferences Made improvements to Personal Email section to allow for seamless authentication with any email provider using Nylas integration.
TRUE 19.0.29 User Preferences When using a custom configuration app, you can now bypass TRUE's default items list in the Quotes and Jobs modules to navigate directly in your app.
TRUE 19.0.30 CO Requests Entire CO Requests can now be duplicated. This includes all linked files and estimates.
TRUE 19.0.31 Purchasing New company preference to set all newly created purchase orders to tax exempt by default.
TRUE 19.0.31 Configurator | Sq/Ft - Glass Adjusted configurator to allow the quantity to be entered prior to the glass size as an alternative option.
TRUE 19.0.31 Integration | QBD/QBP/QBE Created streamlined installer for easy setup for QuickBooks Desktop, Premier, and Enterprise users.
TRUE 19.0.31 Integration | QBD/QBP/QBE When Customers and Vendors are imported from QuickBooks, the payment terms will now also be set to their defaults found in QuickBooks.
TRUE 19.0.32 Jobs Access ID 1612 has been added to control the ability to duplicate jobs.
TRUE 19.0.32 Contracts Added incomplete work ticket count to contract notifications in the overview mode.
TRUE 19.0.33 Contracts Added "Schedules" to the Contracts overview mode. This will show a list of schedules linked to this contract or any work tickets linked to this contract.
TRUE 19.0.31 Schedule Improved "Notify Crew" feature to combine multiple selected schedules and send one text message per person.
TRUE 19.0.33 Time Card When exporting records in the Time Card module after performing a search, the export will now only contain the resulting records, rather than all records.
TRUE 19.0.32 Leads Improved New Contact Wizard to clearly show which fields are used to find possible matches.
TRUE 19.0.31 Purchasing Purchase Orders can now be filtered by the linked job or contract's primary client from within the "Purchasing" module "Advanced Filter".
TRUE 19.0.32 Routing Added "Advanced Filter" capability for the Routing module.
TRUE 19.0.33 Calendar (DayBack) Perform a one-time transfer of calendar data from Google, Apple, Exchange, or Office 365 into TRUE's event or schedule system. Available in the "Setup" module.
TRUE 19.0.32 Users / Access Within the Users/Access module, users can now change the default Calendar View for other users.
TRUE 19.0.36 Jobs Added a "Source" option in the Advanced Filter for Jobs, allowing users to search for this field.
TRUE 19.0.32 Jobs Added a "Source" and "Attribute 1" column to the Jobs export. This is based off of the Contact relationship.
TRUE 19.0.35 Time Card Improved "Personnel Hours Report" to include "Payroll ID", with full breakdown of "REG", "OT1", "OT2", and "PTO" for the period indicated. This allows a user to obtain a quick report instead of using the integration options TRUE offers in the "Payroll" module.
TRUE 19.0.33 Bids Adding new Contacts from an Opportunity, Bid, or Contract now triggers the New Contact Wizard for ease of use.
TRUE 19.0.33 eForms Added "Default PDF" option for "Quote - Lump Sum" eForm (#23).
TRUE 19.0.33 eForms Added a "DEFAULT PDF" feature to eForm ID 23. You can now add additional PDF pages to generate when this eForm is created.
TRUE 19.0.44 Inventory Added "Inventory by Category" report. This summarizes current inventory counts by the category set in the "Products / Services" module. Each category has it's own page.
TRUE 19.0.34 Company Preferences The option to set a Facility, Division, or Company in the following modules can now be hidden via company preference: "Leads", "Quotes", "Jobs", "Opportunities", "Bids", "Contracts", "Bills", and "Work Tickets".
TRUE 19.0.33 Invoice Wizard Added "Payment" feature within Invoice Wizard. This allows you to skip seeing the invoice and move directly to taking a payment on that invoice within a Job. Designed to optimize workflow for front sales desk staff.
TRUE 19.0.36 Milestones Added additional options to "Show Contracts Only", "Show Jobs Only", and included an advanced filter for refined searches.
TRUE 19.0.43 Products / Services New "Hierarchy" feature available. Using the "Setup Hierarchy" feature in the "Products / Services" module, you can organize the products and services in TRUE in a way that makes it easier for your team to find the right one. When picking an item to add to a quote, job, bid, or material list, "Hierarchy View" is now available.
TRUE 19.0.33 Tools Added a "S/N" and "Attributes" column to the Tools module "Summary" PDF. This should provide the user more relevant information.
TRUE 19.0.33 Tools When generating an Excel export of the Tools module, you will now be able to track "Attribute 1" and "Attribute 2" assigned to each respective tool.
TRUE 19.0.35 Categories Added a feature within the Quote and Job module. This allows the user to set a default message for the "Notify Client" button for both email and text options, which can be modified in Categories.
TRUE 19.0.34 Company Preferences Added "Auto-Archive Delay" feature for Purchasing records in company preferences. When a number of days is entered, such as "30", any Purchasing record that has been fulfilled (all items marked as received) will automatically be archived.
TRUE 19.0.34 Work Tickets Improved how the indicators totals update in the Work Tickets module.
TRUE 19.0.34 Purchasing Improved performance when searching through thousands of active Purchase Orders.
TRUE 19.0.33 eSign When using eSign on a phone sized device, the use now sees "Open" instead of "Download" and can tap the image of the quote to open it on their device. This further allows the user to zoom in and send it elsewhere.
TRUE 19.0.33 Job Costing In the Job Costing mode within Contracts, "Cost Code" now works as a drop-down list.
TRUE 19.0.34 Invoices Improved the invoice search functionality to make it easier for the User to search by number.
TRUE 19.0.33 Invoices Added a "Job Total" field to the Commission report.
TRUE 19.0.37 Credits Vendor Credits can now be synced with Quickbooks. Previously, only Client Credits could be synced.
TRUE 19.0.34 eForms Adjusted the display region for an image for eForm ID #22 and eForm ID #23. This will now take up the entirety of the page, rather than a portion.
TRUE 19.0.34 User Preferences Users can now be optionally restricted from their own user preferences using access ID 1613.
TRUE 19.0.20 Purchasing When creating calendar schedules from a purchase order, a new company preference allows you to optionally assign users assigned to the purchase order's linked job or contract to the newly created schedule. This is often helpful so project managers can see when their purchase orders will be shipped or delivered.
TRUE 19.0.20 Integration | QBD/QBP/QBE Bill (Vendor Invoices) line items now sync job/contract information when synced with QuickBooks.
TRUE 19.0.20 Vehicles Maintenance records can now be appended with additional information. This does not modify what was previously entered.
TRUE 19.0.20 Quotes "Follow-Up Date" added to Advanced Filter.
TRUE 19.0.44 Work Tickets Added a CSV export feature for the Work Ticket module. This can be found in the Items mode of a selected Work Ticket.
TRUE 19.0.46 Vehicles Checklists can now be created for Vehicles, Tools, and Rentals. This allows predesigned checklist templates to be created and then applied whenever needed.
TRUE 19.0.20 Integration | QBD/QBP/QBE Added Terms import from QuickBooks for "nonstandard" type terms.
TRUE 19.0.20 Quotes The notify client feature in Quotes, Jobs, and Work Tickets modules now provide the user with a drop-down list of phone numbers to choose from when sending text messages. Previously, only an email drop-down list was provided when sending emails.
TRUE 19.0.20 Planner When the "Open in New Browser Window" feature is used, the planner becomes read-only. Any changes made will not be saved.
TRUE 19.0.20 Bills When linking a Contract to a Bill, all contracts, whether they're active or archived, are now available to be selected.
TRUE 19.0.20 Time Card "Hours Report" can now be generated in decimal or time format.
TRUE 19.0.21 Integration | QBO Improved bill syncing involving taxes with QuickBooks for Canadian users.
TRUE 19.0.20 Materials Itemized change orders can now easily be added to your material list. Within the Materials module, the option to select a Change Order now appears when the "+" icon is selected.
TRUE 19.0.20 Time Review Added personnel name search field.
TRUE 19.0.20 Materials Material items can now be batch selected by phase.
TRUE 19.0.20 Contracts "Opportunity ID" and "Bid ID" have been added to the advanced filter.
TRUE 19.0.23 Dashboard Added "Service (Individual)" and "Contracts (Individual)" new dashboards. This will allow a user to only see summarized information pertaining to their jobs, contracts, etc.
TRUE 19.0.20 Inventory Inventory product export has been updated to include additional information including stock and reserve costs.
TRUE 19.0.20 Inventory "Omit" feature added to batch actions.
TRUE 19.0.21 Alerts Changing the stage of a contract now sends an alert to anyone with access 1609.
TRUE 19.0.20 Receiving When receiving, items can now be bundled and staged into cartons and pallets. Labels can additionally be printed for bundles, cartons, and pallets.
TRUE 19.0.21 Personnel PTO can now be duplicated across multiple personnel at the same time.
TRUE 19.0.21 Contracts Improved Contract notifications. Added new notifications and now are clickable to navigate you directly to the issue.
TRUE 19.0.21 Products / Services Added new "Percent" type for Products/Services. This allows percent based charges to be stored. For example, if a 10% extra charge needs to be applied to a quote for whatever reason, that's now easily added as another line item. If there's a 5% shipping charge, that can be added too.
TRUE 19.0.21 Time Review Time clock punches will no longer require approval if both the start and finish punches are within 1km of the job-site or authorized facility when using TRUE Time or Time Clock.
TRUE 19.0.21 Time Review In addition to filtering personnel by name, you can now filter by group. Personnel can be assigned to a group within their advanced settings.
TRUE 19.0.21 Calendar (DayBack) Schedules on the calendar will now display an address, when available, without having to click on it.
TRUE 19.0.21 eForms eForm #13 "Advanced Quotes" now supports hiding all items and showing non-billable prices. This provides additional options for lump sum, section break-out pricing, and showing options pricing. Also added a new "Notes" field below the line items but above where "Inclusions" and "Exclusions" appear. Finally, you can now rename "Inclusions" and "Exclusions" to whatever you want.
TRUE Field 2.1.10 Daily Report When a "Daily Report" is submitted from the TRUE Field mobile app, an alert is now created for anyone assigned to the Contract.
TRUE Field 2.1.10 Work Tickets When a TRUE Field user adds a new activity log to a work ticket, TRUE will send an alert to the ticket's "Requestor" and any other assigned users.
TRUE 19.0.21 Inventory When using the advanced filter within the Inventory module, selecting a "Location" will now produce a list to choose from.
TRUE 19.0.21 Work Tickets Added "Change Location" outcome option for work tickets. This allows a work ticket to be used to have a list of inventory items that, when checked off, will update their location to a preset location. This is useful when transferring items between facilities, vehicles, or job-sites.
TRUE 19.0.21 Inventory When printing inventory labels, if the inventory item is linked to a material with a job site ID (Door ID, Mark #, etc), this additional information will appear on the label.
TRUE 19.0.28 eSign Improved eSign feature for an optimized experience on a mobile phone.
TRUE 19.0.22 Jobs The "Unscheduled" count will now include linked Work Tickets the Job may have.
TRUE 19.0.21 Integration | Pro-Tech When purchasing items based on a Pro-Tech import, TRUE now allows consolidation based on the product description.
TRUE 19.0.21 Work Tickets Work Tickets itemized with materials can now be converted to inventory items using the "Convert to Inventory" feature. This allows a predetermined material list to be scheduled and waiting for items to be received. Once received, those items (which are now inventory) can be swapped out based on the material list.
TRUE 19.0.21 Work Tickets If the client associated with a Work Ticket is on "Account Hold", a new segment appears within the Work Ticket to notify the user of this.
TRUE 19.0.21 Receiving When printing inventory labels during receiving, TRUE will now ask if you only want to print labels that have yet to be printed. This can be helpful during backorder or partial delivery situations. At anytime the "Unprinted" feature can be used as well for the same effect.
TRUE 19.0.22 eForms "Salesperson" feature has been added to eForms 23 & 51. This feature already existed on eForms 22 & 45.
TRUE 19.0.22 Work Tickets New "Outcome" option added to Work Tickets named "Job Item Stage". When used, completed line items that are linked to Job items will automatically update those job items to the stage "Complete".
TRUE 19.0.21 eForms "Advanced Quotes" eForm (#13) will now optionally allow the general "Bid ID" to display instead of the default Proposal ID.
TRUE 19.0.21 Products / Services Added "Reserve" and "On Order" to the Reorder Report. In addition to showing "On Hand" (Stock) quantities, it now shows counts of items reserved for jobs/contracts, and the quantity currently unreceived on purchase orders.
TRUE 19.0.21 Time Card Added "Activity" filter and sort.
TRUE 19.0.22 List Templates Added optional "Description/Scope/Instructions" field to the List Templates module. When used, this will also pre-populate the same named field in the Quote, Job, Bid, or Work Ticket it's being applied to.
TRUE 19.0.22 Time Card When filtering time clock punches, if "Type" is set to "Attendance", when the search is performed, the user will be additionally asked if they want to constrain the results by a specific attendance reason (PTO, Sick, etc.).
TRUE 19.0.21 eForms Optimized "Purchase Order" eForm #12 with new design elements.
TRUE 19.0.21 Work Tickets Notes created from a Work Ticket are now additionally linked directly to the Job or Contract.
TRUE 19.0.21 Requests In Advanced Filter for the Requests module, the "Custom 4" field will now show all previous values in a drop-down list. For door hardware companies, this is commonly used as the "Vendor No".
TRUE 19.0.22 Requests Can now sort by Requested Date, Job/Contract, Date Needed, Requestor, Product/Service, Cost Code, etc.
TRUE 19.0.22 Products / Services For the "Percent" feature, in the "Based On" field, additional options for "Labor Pre-Tax" and "Material Pre-Tax" have been added.
TRUE 19.0.22 eForms eForms can now not only have different templates based on "Company/Brand", but the internal names can now be named to whatever you want. This is helpful if you want a template for one user or type of work versus another.
TRUE 19.0.24 Time Clock When a note is entered during a time clock punch, that note will now show in the activity log for the job, contract, or work ticket.
TRUE 19.0.21 Leads Improved upgrading a Lead to a Quote when the "New" option is chosen for whether to create a new client. TRUE will now perform an additional duplication check and inform the user if it thinks a match is found.
TRUE 19.0.21 Work Tickets When adding a file to a Work Ticket and the "Existing" feature, instead of "New", feature is used, you will now be presented with a list of files to choose from that are related to the Job or Contract the Work Ticket is linked to.
TRUE 19.0.21 Quotes Improved Rounding feature to additionally allow a user to automatically add a "Price Adjustment" line item that will affect the total (including tax) to round the entire job to a specific amount. The previous method of automatically adjusting each line item's markup to achieve a specific subtotal (pre-tax) is still available.
TRUE 19.0.21 List Templates When selecting a template to load into a list of Tasks, Quote Items, Job Items, Estimate Items, or Work Ticket Items, you can now filter them with a keyword search.
TRUE 19.0.22 eForms A salesperson can optionally be shown on the "Invoice" eForm.
TRUE 19.0.21 eForms Improved "Report of Injury" eForm found in Contracts.
TRUE 19.0.22 Journal If a client or vendor name is changed, those changes can now optionally be propagated to all existing journal entries.
TRUE 19.0.21 Contracts When viewing invoices linked to a contract, TRUE will now display all related invoices instead of just the invoice selected.
TRUE 19.0.21 Company Preferences Added 6 minute intervals to time clock options.
TRUE 19.0.21 Work Tickets Added Excel export to Work Tickets module.
TRUE 19.0.21 Work Tickets Whenever the estimated hours for a Work Ticket is now changed, an Activity Log entry is created indicated what it was changed to, who did it, and when.
TRUE 19.0.22 Contracts Job Costing data can now be exported to Excel for multiple contracts at the same time.
TRUE 19.0.22 Contracts Contract items (Schedule of Values) for multiple contracts can now be exported to Excel at the same time.
TRUE 19.0.22 Alerts Whenever a Work Ticket is created, anyone with Access ID 1306 will receive an alert notification.
TRUE 19.0.23 Work Tickets Inventory can now be batch added from within a Work Ticket.
TRUE 19.0.23 Purchasing Added batch "Complete (Archive)" feature.
TRUE 19.0.22 Payroll "Verify Personnel" step now requires each "Personnel" record to have a "Type" (not empty). Also, additional requirements for Payroll ID, Pay Rate, Address, etc, will only be enforced for "Employee" type records. "Temporary Worker" and "Independent Contractor" type records will be ignored.
TRUE Fence 02.1.9 Catalog Assemblies in TRUE Fence can now have a sell price set to the parent fence type but calculate cost based on the components' cost. Previously, each item had to have its own sell and cost set.
TRUE 19.0.23 Invoices Added "Commission Export". This will export all invoices based on assignment. This includes commission basis by assigned. An invoice can have multiple assignees, each with their own percentage of the commission basis.
TRUE 19.0.24 Invoice Wizard Improved Invoice Wizard to better support complex assemblies and mixed material/labor on the same line items.
TRUE 19.0.23 Integration | QBD/QBP/QBE Resyncing source documents (Invoices, Bills, Pay Requests, etc) to QuickBooks now requires Access ID 1610.
TRUE 19.0.40 Integration | Geotab When integrated with Geotab (Fleet Tracking), updated mileage data automatically feeds into TRUE each evening to provide up-to-date preventative maintenance and scheduled maintenance alerts for your drivers and fleet manager.
TRUE Fence 02.1.9 Catalog Fence components are now shown in both "each" and "LF" quantities for easier setup.
TRUE 19.0.28 Integration | QBD/QBP/QBE Added the ability to sync standard credit memos in addition to Down Payment Credit Memos. To support this feature we've added a Refund wizard to the invoices module to create credit memos linked to a refund payment.
TRUE 19.0.24 Pay Requests Added additional fields on the AIA Style Document that can be preset when new pay requests are created.
TRUE 19.0.24 Integration | QBD/QBP/QBE Added additional support for syncing inventories/assemblies with QuickBooks.
TRUE 19.0.24 Unposted Added new Revenue Recognition system. Services can be set to be recognized by a set or manual time period. When invoiced, TRUE Accounting will automatically create appropriate journal entries to recognize revenue over time.
TRUE 19.0.21 Company Preferences Added new "Restrict Markup/Margin" feature. When activated, TRUE will not allow users to reduce a product/service's markup/margin below what it's currently set to. This applied to the Quotes, Jobs, and Bids modules.
TRUE 19.0.24 eForms "Signatures - Standard" eForm Template can now optionally hide the contractor signature block.
TRUE 19.0.24 Work Tickets Added "Complete" filter and count.
TRUE 19.0.24 Reminders Reminders can now be set to recur weekly, biweekly, monthly, quarterly, and annually.
TRUE 19.0.24 Materials When "Procurement" is clicked on, the user will jump to see any linked Requests or Purchases, if available.
TRUE Fence 02.6.02 Drawing Improved how measurements display with different gate orientations.
TRUE 19.0.24 Materials Potential Change Orders and Requested Change Orders can now be added to your Material list prior to being issued a formal Change Order.
TRUE 19.0.24 Job Costing New "Table View" allows an easier to use way of sorting, changing cost codes, contract items, and deleting job costing records.
TRUE 19.0.24 Vendors Improved 1099 Report.
TRUE 19.0.24 Work Tickets Added "Reviewed" checkbox in the Advanced Filter.
TRUE 19.0.24 Quotes Multiple "Percent" type Products/Services can now be added to quotes, jobs, and bids.
TRUE Fence 02.1.9 Catalog Added "Service" as an option with setting the "Type".
TRUE 19.0.24 Time Review Time punches can now be locked/unlocked daily. Previously, this was only available per punch, per week, or for all employees for a week.
TRUE 19.0.24 Contracts Improved Contracts CSV export.
TRUE 19.0.27 Integration | QBD/QBP/QBE When importing Projects from QuickBooks Desktop, Premier, Enterprise, or Online to TRUE, you can now select which ones are to be treated as "Jobs" and which ones are "Contracts".
TRUE 19.0.24 eForms eForm #13 (Advanced Quotes) in Bids module now shows a list of related emails to choose from when sending an email.
TRUE Fence 02.1.9 Catalog Catalog items can now be deleted in a batch action.
TRUE 19.0.24 User Preferences The "Branding" option will now use an optional Internal Name. This allows easy selection of different brands that may have differing addresses or eForm template defaults, but not different names.
TRUE 19.0.24 Purchasing The "New File" feature in Purchasing will show related Job or Contract files when the "Existing" option is used.
TRUE 19.0.24 Contracts Add "Paid" column to the default Excel export for the Contracts module.
TRUE 19.0.10 Products / Services "Export Price Book" and "Import/Update Price Book" features now available. This allows you to export product and pricing data to Excel, modify it, and re-import it to add or update those changes within TRUE. The purpose of this is to provide a quick way to update large amounts of data via Excel.
TRUE 19.0.09 eForms Added "Incomplete" to the show options for the "Work Ticket" eForm. This allows you to hide completed items on a work ticket.
TRUE 19.0.10 Receiving Added a feature to manually adjust the date an item was received. This will automatically update linked journal entries in open periods when using TRUE Accounting.
TRUE 19.0.10 Contracts Contracts can now be batch archived from the list view.
TRUE 19.0.16 eForms Modified "Advanced Quotes" eForm (#13) to handle "Optional" estimates. This allows options (alternates) to show toward the bottom of the bid, but not be included in the total.
TRUE 19.0.11 CO Requests The CO Request amount field still allows manual entry as an option, but now shows the total of the "used" estimates of the default proposal by default.
TRUE 19.0.10 Contracts Temporary workers can now be added from within the Time Card mode of a Contract to track their time. This can be useful for field Foremen to quickly add new temp workers without having to involve office staff at the moment.
TRUE 19.0.10 Payroll When selecting personnel for a payroll run, TRUE will automatically filter out personnel who are of type "Temporary Worker" and "Contractor". Additionally, TRUE will now prevent you from accidentally adding the same person more than once.
TRUE 19.0.10 eForms The expiration date for the following eForms can now be set to automatically calculate based on a number of days by default: "Quote - Items", "Quote - No Items", "Quote - Items (Original)", and "Quote - No Items (Original). The eForm IDs are 22, 23, 45, and 51.
TRUE 19.0.20 Pay Requests Pay Requests can now be formally voided with full support with QuickBooks and TRUE Accounting.
TRUE 19.0.40 Email Settings Email signature blocks can now be customized with different fonts, colors, inset logos, hyperlinks, and other formatting features.
TRUE 19.0.46 Work Tickets Kanban Board now includes modifiable "swim lanes" that support breakout by "Type" or "Job / Contract".
TRUE 19.0.12 Pay Requests When billing for retainage, you can now choose any percentage to bill instead of the remaining balance for each selected pay request.
TRUE 19.0.11 Quotes The email capture code can now be used to search for an existing quote.
TRUE 19.0.11 Files Files can now be opened with a single click into a new browser window using the "Open" button. Files can still be downloaded, emailed, marked-up and shared.
TRUE 19.0.11 Clients Added feature to clear primary contact.
TRUE 19.0.11 Work Tickets When a work ticket is completed, the "Time Clock" checkbox (which allows this ticket to be clocked into) will now be unchecked automatically.
TRUE 19.0.46 Work Tickets Improved the time clock feature within a selected work ticket.
TRUE 19.0.14 Time Clock GPS data is now obtained when using the web browser version of TRUE. The FMGo version of TRUE on iOS devices now works without a delay. If using the TRUE Pro version installed on a desktop, it can be set to automatically link to a Facility via the Authorized Devices module within Company Preferences.
TRUE 19.0.11 Bids The Bid ID can now be used by default instead of Opportunity ID whenever a new bid is created.
TRUE 19.0.11 eForms Work Ticket eForm now includes Location ID, Pallet ID, Carton ID, and Purchase Order ID on line items linked to inventory.
TRUE 19.0.11 Quotes When creating a new quote or job from the clients module, if the Notice of Commencement (NOC) field has a value in it, a task "NOC Required" is created along with an attribute "NTO" and "NOC Required".
TRUE 19.0.11 eForms RFI eForms can now have attached PDFs or Images as additional appended pages.
TRUE 19.0.13 Purchasing When a schedule is created from a Purchase Order, anyone assigned to the linked Job or Contract will now automatically be added to the schedule's resource list.
TRUE 19.0.40 Vehicles Field Purchases (Expenses) can now be applied to vehicles.
TRUE 19.0.12 Reports Made improvements to Bank Reconciliation report.
TRUE 19.0.14 Reports Improved Contract WIP Report and Contract Cost Report.
TRUE 19.0.12 Time Card Users who are a "Supervisor" of personnel can view those personnels' time punches even if they do not have permission to see anyone else's.
TRUE 19.0.13 Contracts When using the "Copy from Bid" feature, you can now select one or more proposals created within that bid to pull into your existing contract.
TRUE 19.0.12 Jobs The unscheduled job count will now only include jobs that have no schedule or have an expired schedule.
TRUE 19.0.13 History Improved history (audit logs) filtering to now allow searches by module.
TRUE 19.0.13 Events Calendar event notifications will now be sent using Twilio. This removes the requirement to include a carrier for users. If an event has an alert set, all assigned users will receive an alert notification via dashboard, email, and text. This is independent from standard TRUE alert notification method preferences.
TRUE 19.0.14 Purchasing Whenever the "Date Required" or "Expected Delivery" date fields in a purchase order are modified, the date they were changed to will now show in the activity log. You may have these date fields labeled with a different name.
TRUE 19.0.13 Purchasing Improved line item imports from CSV files in Purchasing module.
TRUE 19.0.26 Dashboard Added "Salesperson" and "Sales Manager" dashboards. These summarize quote/bid, job/contract, and invoice/pay request information by person over weeks, months, quarters, and years. The "Salesperson" dashboard allows someone to see how they're performing in real-time. The "Sales Manager" dashboard allows comparisons between multiple sales staff members. TRUE now allows for multi-person commission percentages on each job/contract. This results in a "Commission Report" that provides accurate basis totals for the period the report is ran per person.
TRUE 19.0.13 eForms Multiple personnel can now be batch selected when populating the "Labor" section of the Daily Report eForm.
TRUE 19.0.44 Users / Access Added Access Permission 1621 and 1622. These control the ability to receive an Alert when a new Opportunity (1621) or Bid (1622) is created or upgraded. Access Permission 1309 has been modified to control this Alert functionality for Contract records.
TRUE 19.0.13 Time Clock Improved the "Auto Determine Cost Center" feature. When creating a time punch, this will show you the closest job/contract and closest facility/division based on your current GPS. This allows workers to better identify the correct job or shop their working in.
TRUE 19.0.13 Time Clock When asked to choose which Job, Contract, Ticket, Facility or Division a user can clock into, they now additionally have the option to choose from anything their scheduled to for today. This should save additional time when clocking in.
TRUE Fence 02.1.6 Catalog Product components can now be exported to Excel with match keys. These can then be further linked within Excel. This allows fence components, posts, hardware, and other items like sandbags be connected and setup within Excel, then imported into TRUE Fence.
TRUE 19.0.14 Opportunities The "Due Date" field has been renamed "Review Date" since due dates should be set in the "Bidders" mode.
TRUE 19.0.14 Bills Via company preference, bills can optionally allow disbursements to occur prior to initial journal entries indicating a liability.
TRUE 19.0.14 Pay Requests Added "View Transactions" feature in Pay Requests to quickly view related receipts.
TRUE 19.0.14 Integration | GDS Estimating TRUE's integration with GDS Estimating has been updated to support a recent change in how glass data is exported.
TRUE 19.0.14 Integration | GDS Estimating TRUE's integration with GDS Estimating has been updated to support a recent change in how parts data is exported.
TRUE 19.0.14 Calendar (DayBack) The Planner (Gantt Chart) now can appear on the calendar alongside your labor schedules. This allows you to use the Planner as a forecast tool to compare to the actual schedule.
TRUE 19.0.20 Jobs Improved adding and viewing multiple contacts in Quotes and Jobs.
TRUE 19.0.14 Jobs During the down payment process, if the user cancels in the transaction step, they'll now be prompted to see if the invoice that was created should also be canceled.
TRUE 19.0.14 Pay Requests Retention can now be modified on multiple pay requests at the same time.
TRUE 19.0.14 Vehicles When a "Preventative Maintenance", "Mileage/Fuel" or "Maintenance" entry is created, the vehicle's odometer/hours will only be updated if the date on the entry is after the oldest date already stored.
TRUE 19.0.14 Addresses Addresses can now be easily copied out of TRUE from within the "Edit Address" card.
TRUE 19.0.14 Payroll The "Verify Punches" feature will update linked Labor Classifications for jobs/contracts with prevailing wages. This allows you to modify the "Wages" after time clock punches are created but before you use this feature.
TRUE 19.0.14 Bills Added "Class" to the advanced filter in Bills module.
TRUE 19.0.15 Contracts Made various improvements to the Over/Under Report.
TRUE 19.0.15 Work Tickets If stock inventory items in a work ticket are marked "complete", and that work ticket is linked to a job/contract, those items will now show as reserved and will be job costed to the job/contract in addition to depleting inventory. Previously, items needed to be reserved prior to added to a ticket to ensure they were job costed to a job/contract.
TRUE 19.0.44 Purchasing Purchase Order line items can now be optionally exported to Excel. Previously, only the Purchase Orders themselves, not their line items could be exported.
TRUE 19.0.19 Change Orders When a potential change order is created using the TRUE Field mobile app, anyone assigned to the contract will now receive an alert notification.
TRUE 19.0.15 Bids When a bid is upgraded to a contract, if the option to set the contract items with the "Estimates" instead of "Items" is chosen, the estimate "Title" will now be used to set the contract item description. If that's empty, the estimate ID will be used.
TRUE 19.0.23 Time Review Added "Approve" feature to daily options.
TRUE 19.0.15 Contracts Within the "Labor" mode of a contract, you can now quickly jump to vehicles, tools, and rentals that are currently assigned to the contract.
TRUE 19.0.15 History Users can now view the "History" of any record in any module without having to scroll through the activity log by simply clicking on the "View History" tile or icon. Previously, users had to navigate to the History module and perform a separate search.
TRUE 19.0.15 Bills Added "Activity Log" to Bills module.
TRUE 19.0.15 Alerts When a Time Off Request alert notification is selected, you'll now be navigate directly to the message in notes instead of to the personnel record.
TRUE 19.0.15 Contracts Requests can now be created and viewed directly from a contract.
TRUE 19.0.15 eForms Non-Billable items can now have their pricing shown but not be included in the total sell price when using the "Advanced eForm" (#13) in the "Bids" module. A new "Non Billable Price" checkbox appears in the Show Options section to toggle this feature on/off. This is commonly used to show option pricing for a customer while not including it in the current proposal total.
TRUE 19.0.15 Work Tickets Work Tickets can now be filtered based on the stage of the Job or Contract their linked to.
TRUE 19.0.15 Inventory Inventory line item notes now appear in the item list view.
TRUE 19.0.17 Integration | QBD/QBP/QBE QuickBooks dashboard now loads immediately with full counts of syncable items. Previously, depending how many items needed to sync, a delay of up to 20 seconds could occur.
TRUE 19.0.16 Integration | QBD/QBP/QBE When syncing time clock data with QuickBooks Pro, Premier, or Enterprise, TRUE now additionally syncs job/contract information. This is similar to a feature already provided for QuickBooks Online.
TRUE 19.0.16 eForms Non-Billable items can now have their pricing shown but not be included in the total sell price when using the "Quote - Items" (#22) and "Quote - Items (Original)" (#45) in the "Quotes" and "Jobs" modules. A new "Non Billable Price" checkbox appears in the Show Options section to toggle this feature on/off. This is commonly used to show option pricing for a customer while not including it in the current proposal total.
TRUE 19.0.16 Payroll Attendance data, such as PTO, Vacation, etc, can now be optionally included in the payroll breakout for export to your payroll provider. This is controlled via a company preference.
TRUE 19.0.16 Purchasing Purchase Order ID's can now be shown with a job incremented ID number. Previously, only contracts could have contract incremented purchase order ID's.
TRUE Fence 02.1.7 Catalog Improved user interaction when setting linear foot (LF) and each unit pricing in product catalog.
TRUE 19.0.17 Users / Access Access profiles can now be batch added to multiple users simultaneously.
TRUE 19.0.16 Work Tickets Updated text and email client notification feature found in Work Tickets, Quotes, and Jobs modules.
TRUE Fence 02.1.10 Catalog Added "Blank" option to catalog. This allows items to be added to the selection list that are placeholders with zero quantity. This supports items that are purposefully empty, such as "No Top Fascia". An option with pricing can then be easily added.
TRUE 19.0.16 Products / Services Importing/Updating items in the Price Book from Excel now includes updating on hand inventory counts.
TRUE 19.0.18 Pay Requests When using TRUE Accounting, if a pay request is modified after posting, an adjusting entry can now automatically be created.
TRUE 19.0.16 Calendar (DayBack) Added "Edit" action for "Bidder" dates. This allows you to jump for a bid due date in the calendar to the appropriate Opportunity or Bid.
TRUE Fence 02.1.7 Drawing When a TRUE Draw image is saved, it will now be saved with the selection name.
TRUE 19.0.16 Pay Requests Improved how retention is updated when a previous pay request is modified.
TRUE 19.0.20 Time Card Users of TRUE can digitally sign a time card of their hours. HR Managers can view who has signed and who has not. All time cards are stored in the employee's personnel record and can be batch printed. Time Cards can be optionally customized to fit meet unique requirements.
TRUE Fence 02.1.7 Selections TRUE Fence is now compatible with the "Contracts" workflow in TRUE. Previously, it was only configured to work with the "Jobs" workflow.
TRUE 19.0.18 Work Tickets Work Tickets created from a Job can now optionally have the "Description / Scope / Instructions" and Files toggled for "Field" visibility automatically added. These can be toggled in "Company Preferences" module > "Work Tickets" section: "Set Description" and "Set Related".
TRUE 19.0.17 Posted Added optional "Unpost and Delete" feature to posted journal entries module.
TRUE 19.0.18 Expenses A "Class" can now be set to an Expense in TRUE. This will additionally sync with QuickBooks Online, Pro, and Enterprise.
TRUE 19.0.21 Bids Estimate line items within a Bid can now be set as billable or not via a batch action.
TRUE 19.0.18 Payroll When importing data from payroll provider Paychex and the "Paychex Condensed" format is used, TRUE will additionally include employer costs entered in the “Total Weekly Employer Contribution” field within the Personnel module.
TRUE 19.0.18 Integration | Pro-Tech Updated Pro-Tech import for use in Bids and Quotes modules. Previously, import was setup for Materials module with the latest features.
TRUE 19.0.18 Alerts Improved upgrade Quote to Job alert notification to include additional information about the quote.
TRUE 19.0.18 Inventory When exporting inventory data to Excel, the Vendor's Order ID will now be included, if available.
TRUE 19.0.20 Company Preferences The "Connection Log" feature shows you the last time each user has connected and what they're using to connect with. This can include browser type and version, for example.
TRUE 19.0.19 Cost Codes Improved Job Costing report by Cost Code.
TRUE 19.0.18 Integration | Pro-Tech Improved import speed.
TRUE 19.0.18 Bids Tasks mode now added to Bids module.
TRUE 19.0.34 eForms Added "Item Tax" show option in eForm #13 used in the "Bids" module. When toggled on, tax will be included in estimate breakouts.
TRUE 19.0.18 Bids Similar to a feature available in Quotes, sent Bids can now be set with a follow-up date. TRUE will sent an alert notification to anyone assigned to the Bid on the follow-up date.
TRUE 19.0.18 Shipping A shipment can now be linked to an existing route or a new route created from within a shipment. Previously, this could only be done in the Routes module.
TRUE 19.0.19 Work Tickets Work Tickets can now be set to have different outcomes when a line item is completed. For example, when inventory items are marked as complete, inventory can either be depleted or nothing can happen. This is useful if you're using the ticket to deplete inventory or if working on assembly.
TRUE 19.0.20 Purchasing Added "Product ID" to CSV export of purchase order line item data.
TRUE 19.0.03 Quotes Quotes and Jobs can now be rounded to a desired sell price. TRUE will adjust the line item markup/margin accordingly to reach the indicated sell price. This is the same feature that was already available in the Bids module.
TRUE 19.0.03 Jobs Improved "Notify Client" feature to allow more room for messages and custom email / phone number input.
TRUE 19.0.01 Contracts When reviewing bills (vendor invoices) from within a contract, you can now click on an icon to jump straight to any uploaded files to expedite approval.
TRUE 19.0.03 Jobs Changing the job stage updates the activity log for that job.
TRUE 19.0.03 Quotes When a stage is changed in a Quote, an activity log entry is created for that Quote.
TRUE 19.0.01 Purchasing When a purchase order's stage is modified an activity log entry now appears.
TRUE 19.0.03 Contracts A contract's schedule of values and budget can now be populated from the linked bid after the contract has been created using the new "Copy from Bid" feature.
TRUE 19.0.02 Schedule Resources linked to a schedule can now be hidden from the text that is displayed as an option. This can be helpful when using the notify crew feature when revealing other resources is not desired.
TRUE 19.0.02 Products / Services Products / Services can now be assigned to specific Divisions.
TRUE 19.0.02 ePay Allowed ePay to work with invoices with a zero balance.
TRUE 19.0.02 Integration | QBD/QBP/QBE Sync "Classes" from QuickBooks to TRUE anytime.
TRUE Fence 02.6.01 Drawing TRUE Fence can now support very large fence segments. New settings including "Scale". To draw fence segments in the thousands of linear feet, set the scale as low as 1px/ft. The "Grid Size" options will correspondingly adjust. Adjust these settings prior to creating the drawing.
TRUE 19.0.03 Bids Bids can now have a unique ID number that increments. This is in addition to the Opportunity ID, Proposal ID, and Estimate ID options. Additionally, you can choose to use the Bid ID or the Opportunity ID when viewing this Bid in TRUE.
TRUE 19.0.02 Vendors Added new report to show how much has been paid to vendors within a specified time frame.
TRUE 19.0.02 eForms Added "ePay" feature to "Invoice (Original)" eForm.
TRUE 19.0.05 Integration | GDS Estimating Improved import for "Parts" to work for "Quotes", "Jobs", "Purchasing", and "Materials" modules. Additionally, the import can automatically link to an existing "Products / Service" item if the match field is set in the format: <>-<>
TRUE 19.0.03 Purchasing Purchase Orders can now be optionally incremented by a contract dependent ID number when a contract is linked.
TRUE 19.0.03 eForms When eForms in the Quotes and Jobs modules are created, the date for the eForm will be set to today's date by default instead of the date the Quote or Job was created.
TRUE 19.0.03 User Preferences Added "Facility Counts" feature. When checked, dashboards and module summary counts will be based on the user's default facility instead of companywide. This allows team members in different facilities to only see information that's pertinent to them.
TRUE 19.0.02 Reports Improved "Credit Statement" report to only show what's currently available.
TRUE 19.0.40 Point of Sale Automatic credit card fees can now be applied based on a minimum transaction amount. When a user via the Point of Sale feature or a customer via ePay decides to pay with a card (as opposed to bank, cash, check, etc), TRUE will check to see if the payment amount exceeds the threshold. If so, they'll be prompted to confirm the credit card fee before continuing. This allows them to decide to use another payment method. If they continue, the fee will be added to the invoice and the total will be updated. This feature works via Point of Sale, ePay for Invoices and ePay for Quote/Jobs when making a down payment.
TRUE 19.0.03 Point of Sale When using Stripe for payment processing, if an email address is entered, it will now auto-populate in the receipt step.
TRUE 19.0.20 ePay Invoices can now be paid via a bank account in addition to a credit card using Stripe. This saves both the customer and seller in fees normally charged with a credit card.
TRUE 19.0.03 Materials Products can now be batch selected when adding to a material list.
TRUE 19.0.02 Inventory Added new access permissions: Access ID 1595: Export Inventory to CSV. Access ID 1596: Mark inventory as "Done". Access ID 1597: Return inventory. Access ID 1598: Resolve a problem. Access ID 1599: Return a Reserved item to Stock. Access ID 1600: Delete inventory. Access ID 1601: Edit inventory.
TRUE 19.0.03 Jobs While in table view, selecting the options for a parent level item will reveal a new feature to select only the components for that line.
TRUE 19.0.03 Work Tickets If a user attempts to start a work ticket and has an open time clock punch already, they'll be rerouted to the Time Clock module to address it first.
TRUE 19.0.03 Jobs When viewing data in table view, each assembly group can now be more easily identified with shading that separates them.
TRUE 19.0.03 Jobs You can now search for a phone number linked to a job from either a contact or client separately in Advanced Filter.
TRUE 19.0.10 Products / Services Inventory shrinkage can now be handled from within the Products / Service module if quantities are known after an inventory count.
TRUE 19.0.04 Personnel Crew notifications are now sent via Twilio instead of SMS. Therefore, the "Carrier" is no longer needed in the personnel module. Simply add a phone number and crew members will receive crew notifications.
TRUE 19.0.03 Dashboard All primary dashboards will now auto update prior to the start of the day.
TRUE 19.0.03 Invoices Invoices can now optionally have their G/L class be automatically set based on the facility linked to the originating job.
TRUE 19.0.03 Work Tickets Tickets can now optionally auto-assign the user who created them by company preference.
TRUE 19.0.03 Quotes Quotes will now send a follow-up alert notification after they've been sent. Anyone assigned to the quote and anyone with access ID 1602 will receive the alert. Alerts can additionally be offset via company preference.
TRUE 19.0.03 Payroll Added a company preference which optionally allows salaried employees to have hours counted by punch duration.
TRUE 19.0.04 Jobs Job costing entries can now be imported via CSV into the "Jobs" module.
TRUE 19.0.03 Inventory Inventory can now be searched via a specific product selection or by simple text name within the advanced filter feature.
TRUE 19.0.03 Inventory When viewing stock inventory by product in the Inventory module, you can now create a "grocery list" of items to itemize. Using other existing functions, those items can then be reserved, sold, added to a ticket, etc.
TRUE 19.0.03 Jobs Improved features available when using the "Inventory" mode within a Job.
TRUE 19.0.03 Locations Improved inventory and product counts user interface within Locations module.
TRUE 19.0.03 Locations When viewing a selected location, you can now see a count of inventory items, navigate to them with a single click, and see counts of products as well.
TRUE 19.0.03 Products / Services Added modifiable "Match ID" to allow users to link pre-set products/service items to imported items from partner apps.
TRUE 19.0.03 Reports Updated design of Balance Sheet and Income Statement formatting when using TRUE Accounting.
TRUE 19.0.03 Expenses Expenses created from credit cards will automatically have a job costing type of Committed.
TRUE 19.0.03 Contracts Added feature to allow a contract to be reverted back to a bid.
TRUE 19.0.04 Bids When upgrading a Bid to a Contract, if assemblies are being used, TRUE will create schedule of value line items for the parent assembly while creating job costing budget type entries for all of the components of those assemblies. This allows for detailed breakout by cost code and a streamlined budget setup for new contracts with complex builds.
TRUE 19.0.03 Alerts Alerts can now be saved as a PDF report.
TRUE 19.0.11 Events Calendar events that are set to repeat can now have their repeating pattern modified without having to re-create them.
TRUE 19.0.03 Quotes The ability to toggle uploaded files for view within TRUE Field mobile app has been added to the Quotes module.
TRUE 19.0.06 Bids Improved visibility of batch selection checkboxes.
TRUE Fence 02.1.5 Catalog Add "Iron" as another Fence category option.
TRUE 19.0.03 ePay Down payment type invoices can now be sent and include the optional ePay link.
TRUE 19.0.07 Cost Codes Cost Codes can now have a sub-code for even more granular job costing tracking.
TRUE 19.0.05 Jobs When creating a work ticket from a job, if any line items already have reserved inventory, you have an option to create items for the work ticket that are either based on the job items or the inventory items.
TRUE 19.0.04 Materials When creating a Work Ticket from item within the Materials module, you'll now be asked if you want the ticket to have line items representing the materials or the linked inventory items (if there are any).
TRUE 19.0.04 Materials Jump to linked reserved inventory from items on the material list that have been fulfilled.
TRUE 19.0.04 Attributes Attributes can now be batch added in Leads, Quotes, and Jobs modules.
TRUE 19.0.04 Personnel Improved PTO (Paid Time Off) feature to display more information without having to click into a specific entry.
TRUE 19.0.07 Personnel Files can now be uploaded and viewed by linking them directly to a PTO entry.
TRUE 19.0.04 Jobs Added "Title" to the Quotes and Jobs modules list views.
TRUE 19.0.04 Contracts When viewing contract items in table view, whether line items are taxable or not can now be modified using a batch action.
TRUE 19.0.04 Contracts Contract line items will be now automatically set to be taxable or nontaxable when added manually based on whether the contract's tax type is set to "Tax Exempt" or not.
TRUE 19.0.05 Contracts Contracts can now be invoiced with a percentage holdover automatically calculated and tracked. This holdover can be invoiced at a later date. This is in addition to the existing feature to generate pay applications with retainage. If invoices are synced with QuickBooks, the holdover amount can be treated as unearned revenue.
TRUE 19.0.06 Integration | QBD/QBP/QBE When using QuickBooks Desktop or Enterprise, the first assigned user of a job can now be synced from invoices in TRUE.
TRUE 19.0.06 eForms Unused eForm types can now be hidden to simply repetitive workflows for users.
TRUE 19.0.05 eForms eForms can now have defaults set per "Company / Brand". This allows for different terms, auto-attachments, exclusions, and other options to be set to automatically load for different divisions or regions. Since each user can have a default "Company / Brand", this allows each member of the team to automatically load the eForm with the settings that best suits them.
TRUE 19.0.05 Integration | QBD/QBP/QBE Improved the time it takes to refresh the items to be synced on the QuickBooks dashboard.
TRUE 19.0.06 Products / Services When creating inventory items manually, if the linked product has a location set, the newly created inventory items will be set with the same location.
TRUE 19.0.06 Materials When sorting the material list by "Job / Contract", all items for that job/contract can be selected with a single click.
TRUE 19.0.06 Inventory Improved "Inventory by Location" report.
TRUE 19.0.06 Jobs Jobs can now have multiple contacts similar to how Contracts work.
TRUE 19.0.09 Integration | GDS Estimating Importing glass sizes from GDS to TRUE have been improved in the Quotes, Jobs, Purchasing, and Materials modules.
TRUE 19.0.06 Reports Top Clients report can now be ran as an Excel export in addition to the standard PDF option.
TRUE 19.0.06 Integration | QBO Additionally added syncing of credit memos for QuickBooks Online. This was already a feature when syncing QuickBooks Enterprise.
TRUE Fence 02.1.5 Drawing Further enhanced drawing performance when creating fence segments over 1000' linear feet.
TRUE 19.0.06 Invoices Added auto-archive feature option to automatically archive invoices with a zero balance after the number of days entered.
TRUE 19.0.08 Routing When archiving a route, an optional check can now be performed to ensure all linked shipping records have posted journal entries prior to proceeding. TRUE Accounting is required for this feature.
TRUE 19.0.07 Shipping When an invoice is now created from a shipping record, the date of the invoice will be based on the first related manifest item's "Completed" date instead of today's date. The "Completed" date is the date that item was delivered. If a shipment has multiple completed dates, the invoice may need to be manually adjusted for the appropriate date.
TRUE 19.0.08 Bills New optional feature to disallow a bill payment unless all items on the bill have been 100% received.
TRUE 19.0.12 eForms Improved "Statement 2" eForm to also include client credits.
TRUE 19.0.07 Time Review Removed extra dialog that appears confirming overtime has been updated when recalculating time punches.
TRUE 19.0.07 Payroll Minimum required fields to fill are now highlighted in pay period details step.
TRUE 19.0.12 Integration | QBD/QBP/QBE Received items in TRUE can now be synced with QuickBooks as expected Bills. This feature requires the Advanced Inventory feature with QuickBooks Enterprise.
TRUE 19.0.09 Reports When using TRUE Accounting, the Profit & Loss Statement can now additionally be shown by Job or Contract.
TRUE 19.0.31 Contracts WIP reports ran within contracts now can be ran with "everything", "as-of-date", or "date range" options.
TRUE 19.0.35 Files Fully redesigned file management system with drag & drop, folder hierarchy, and image grid view.
TRUE 19.0.08 Jobs When assigning users to tasks in the Jobs module, multiple users can now be selected.
TRUE 19.0.08 Contracts Added "Custom App" feature in options menu in selected contracts overview page.
TRUE Fence 02.1.6 Selections Gate pricing can now be determined by linear ft instead of as each as an option.
TRUE 19.0.13 Integration | QBD/QBP/QBE When ledger accounts are inactivated in QuickBooks, those same ledger accounts will now automatically become archived in TRUE after a sync.
TRUE 19.0.09 Users / Access Improved Access module to allow easier filtering of access controls by workflow, module, and more.
TRUE 19.0.09 Time Review The "Auto Unpaid Break" feature can now have the start and finish times set to a default time other than 12:00pm - 12:30pm.
TRUE 19.0.11 Bills When the "Inventory" segment is clicked to update inventory costs, it will now turn green to indicate that action has been taken.
TRUE 19.0.09 Bids Items in table view can now clearly be identified if they have a linked product / service. New products / services can now be created from bid line items too.
TRUE 19.0.09 eForms A default PDF can now be appended to the "Advanced Quote" eForm.
TRUE 19.0.09 Bids Estimates can now have a description added to them along with a title. When generating an "Advanced Quote" eForm when "No Items" is checked, a new option "No Estimate" appears. If left unchecked, the eForm will show all of the used estimates, with their title and the descriptive paragraph underneath them. These features allow for a lump sum eForm that's easy to generate, customized for your customer, and yet shows no line item amounts.
TRUE 19.0.21 Bids Added new "Restrict Markup/Margin" feature. When activated, TRUE will not allow users to reduce a product/service's markup/margin below what it's currently set to. This applied to the Quotes, Jobs, and Bids modules.
TRUE 19.0.09 Time Review Improved "Error Check" to visually split the overlap and gap messages.
TRUE Fence 02.1.6 Catalog Improved "Sync with TRUE" feature to support updating existing "Products / Services" in TRUE including the primary "Price Book" price with data from the catalog when used.
TRUE Fence 02.7.01 Drawing Fence segment colors can now be set to any combination of colors.
TRUE 18.0.34 eForms Added a new option to show or hide line item notes on Purchase Order eForms by default.
TRUE Fence 02.1.3 Catalog When selecting an item from the catalog, it's components and the components of those will all be pulled. All quantities are set automatically based on the context of the parent item. For example, if a 6' wide fence segment is selected, not only will any appropriate line, corner, and end posts be set with the correct quantities, but the hardware, caps, and bags of concrete for those posts will also be pulled with the correct quantity.
TRUE 18.0.34 Bids Allows users to choose tax rates with drop-down list instead of a picker selection. Drop-down lists are preferable when there's only around a dozen or so to choose from. When there's more, a picker with search feature is available.
TRUE 18.0.34 System Information Added "View Change Log" feature to load up a list of all changes made in TRUE organized by project, module, version, and description.
TRUE 18.0.34 eForms When eForms are generated with additionally attached PDFs, the filename will either be set with the form name ("Fence Quote.pdf", for example) or with the ID from the module it's for ("PO2020-00535.pdf", for example).
TRUE Fence 02.1.3 Catalog When selecting item options for a component, you're now presented with all options set to that specific component and all relevant options set to the parent item. This allows you to build your catalog by linking options at either the component level, the parent level, or a mixture of both.
TRUE 18.0.34 Inventory Inventory items can now be selected by entering a quantity instead of selecting each one. Enhancements to the Advanced Filter make it easier to find inventory linked to a specific job/contract or product. If using inventory as a check in/out system, batch selected items can be reserved to a job/contact or returned to stock easily. All inventory reports have been improved and now run in context of the inventory currently filtered.
TRUE 18.0.34 Jobs Archiving or reactivating a Job will create an entry in the activity log.
TRUE Fence 02.1.4 Catalog Along with "Markup", added "Margin" feature.
TRUE 18.0.34 Contracts Added "Email Capture" feature for RFIs, Submittals, and Transmittals. Also added "Files" upload feature for "Transmittals". A new blue "PDF" icon will appear for RFIs, Submittals and Transmittals when an eForm has already been created. Clicking the icon will take you to the eForm.
TRUE 18.0.35 Jobs You can now revert a job back to a quote as long as certain conditions are met.
TRUE 18.0.35 Pay Requests Added "Bill for Balance" feature for pay applications
TRUE 18.0.34 Bank Reconciliation Cardholder name added to credit card reconciliation export.
TRUE 18.0.35 Quotes When an assembly is present in Quotes, Jobs, or Bids, you can now adjust the parent level quantity to automatically adjust all component relative quantities.
TRUE 18.0.35 eForms In the "Quote - No Items" eForm, added the ability to attach images and append PDF files. A default appended PDF can also be set. This eForm is commonly used for simple Lump Sum proposals.
TRUE 18.0.35 Receiving Improved processing time when receiving large shipments.
TRUE 18.0.37 Receiving Improved inventory QR code label generation speed.
TRUE 18.0.35 Work Tickets When manifesting an item from a pick ticket, the shelf location will now be cleared.
TRUE 18.0.35 Work Tickets Inventory linked to a work ticket will now additionally show the related purchase order number if available.
TRUE 18.0.36 Bids When a bid is upgraded to a contract, schedule of value lines now include additional metadata including quantities, unit of measurements, and unit price.
TRUE 18.0.38 eForms The "Advanced Quote" eForm in the Bids module and "Quotes - Items" eForm in Quotes module now have a "Markup" option which will show cost, markup, and sell price per line item. This is useful for certain contract jobs which require this to be shown.
TRUE 18.0.35 eForms In the "All-In-One" eForm, added a default preference to show "Estimated Ship Date, Notes & Method" instead of "Salesperson". Also, the phone number for the client's billing information will now appear if available.
TRUE 18.0.36 Quotes All unit sell amounts throughout TRUE will now show 4 decimal places if needed.
TRUE Fence 02.1.4 Catalog Click on components to view them and then navigate back to parent item.
TRUE Fence 02.1.4 Catalog Posts can now be set as "Line", "End", "Corner", "End/Corner", or "Line/Corner/End". This allows for the same product to be used in different ways without having to add duplicate products to your catalog.
TRUE 18.0.35 Point of Sale Setup credit card payments via Stripe for down payments on Jobs so an invoice doesn't have to be created first.
TRUE 18.0.35 Invoice Wizard When creating standard invoices (instead of pay apps) from within the Contracts module, newly created invoices will separate the taxes appropriately if a tax type has been set for the Contract.
TRUE 18.0.35 List Templates When a product with an assembly is set, the price will now show the total assembly price.
TRUE 18.0.36 List Templates Stored list templates now include linked product component and assembly builds.
TRUE 18.0.35 eForms When a "Safety Talk" eForm is created, then a topic is selected, the description of the eForm will automatically be set to the topic name with today's date.
TRUE 18.0.35 Contracts Field Reports can now be sorted ascending or descending by Type, Date, or Description.
TRUE Field 2.1.10 Expenses The list of G/L accounts shown is now restricted to just expenses.
TRUE 18.0.38 Integration | TOAD Added an option that will launch a TOAD configuration window and save the results to an existing product rather than creating a new one.
TRUE 18.0.35 Contracts Modified the Change Order Log Report to only show change order requests and approved change orders. Also added client's contract ID along with internal ID.
TRUE Fence 02.1.4 Settings If user's dashboard is set to "Custom", whenever the dashboard is navigated to, the user will see a list of active quotes and jobs to choose from. Clicking on any of these will then navigate the user to the configuration options for that quote or job. This allows sales and estimators users to quickly find quotes and jobs they need to work on.
TRUE 18.0.36 Work Tickets If a work ticket or pick ticket has inventory records linked to it, you can now print inventory labels directly from those line items.
TRUE 18.0.37 Bills Moved "Update Inventory" feature to workflow bar for easier visibility.
TRUE 18.0.37 Shipping Added additional manifest sorting options "Creation" and "Notes".
TRUE 18.0.37 Routing Stops on a delivery route can now easily be moved into another route.
TRUE 18.0.38 Dashboard Financial dashboard has been updated to reflect recently added new features.
TRUE 18.0.37 Quotes Added "Factor Quantity" feature to table view to allow for quick multiplication and division of multiple selected components in assemblies.
TRUE 18.0.38 Work Tickets If items have not been worked and, if a linked shipment is present, items have not been fully manifested, a pick ticket cannot be set to "Complete".
TRUE 18.0.38 Unposted Journal entry templates can now be created and used to save time when creating common entries.
TRUE 18.0.38 Materials Updated CSV import to support newly added fields.
TRUE 18.0.38 eForms Updated most eForms for new light style design.
TRUE 18.0.38 Quotes Improved importing mechanism for adding line items to Quotes, Jobs, and Bids.
TRUE 18.0.38 eForms "Advanced Quote" eForm in Bids will now summarize multiple estimates with custom naming and section totals.
TRUE 18.0.38 eForms Line Items can now be hidden for the "Advanced Quote" eForm in the Bids module.
TRUE 18.0.38 eForms "Invoice" eForm line items can now be hidden.
TRUE 18.0.38 Purchasing When emailing a Purchase Order, a drop-down list will appear to choose from related vendor and contact emails.
TRUE 18.0.38 Invoices When exporting invoice data, the linked job or contract facility and/or division will now additionally be included.
TRUE Field 2.1.10 Images If an image is uploaded without a title, the filename will be set via time stamp instead of randomized sequence.
TRUE 18.0.38 eForms Improved "Lump Sum" eForm template to prevent overlapping of some fields.
TRUE 18.0.38 Products / Services When duplicating products, linked components will now also be duplicated.
TRUE 18.0.38 eForms Optionally show markup on an "Invoice" eForm when linked to a job.
TRUE 18.0.38 Job Costing Can now jump to view source of job costing record from the job costing list to view purchase orders, expenses, bills, inventory changes, and payroll.
TRUE 18.0.38 Contracts Increased the amount of text that can fit in the pay application description.
TRUE 18.0.38 eForms In "Purchase Order" eForm, line numbers can optionally be displayed as bullet points.
TRUE 18.0.38 Integration | QBD/QBP/QBE Invoices with additional credit card fees will now sync to QuickBooks.
TRUE 18.0.39 eForms Optionally hide "Paid" and "Balance" in the "Order" eForm (#21).
TRUE 18.0.39 Receiving The Receiving Log now additionally shows the job/contract and who received each item.
TRUE 18.0.39 Bids Improved copy, paste, and duplication of estimates to better support components and assemblies.
TRUE 18.0.39 Materials Pull bid line items into your material list after a contract has been created.
TRUE 18.0.39 eForms The "Job/Contract ID" can now be hidden on the "Invoice" eForm.
TRUE 19.0.01 eForms Any eForm can now additionally be saved into the "Files" repository and linked to the source (quote, job, invoice, purchase, ticket, etc.). This can be useful when it should be shared using the TRUE Field app.
TRUE 18.0.39 eForms Previous "dark" style eForms have been re-added due to popular demand and can be identified with the "Original" tag.
TRUE 18.0.39 Receiving Receiving Log can now be exported to Excel.
TRUE 19.0.03 Bills A warning message will now display if creating journal entries for a bill with a unreconciled balance.
TRUE 19.0.03 Integration | QBD/QBP/QBE Users are now required to only use terms and tax codes synced from QuickBooks when a QuickBooks integration is enabled.
TRUE 19.0.03 Quotes Optional add-ons like TRUE Fence now launch via a new "Optional App" instead of via "Custom App". This is to allow both optional apps and customized apps to be used at the same time.
TRUE 18.0.39 Products / Services Price Book entries can now be duplicated.
TRUE 18.0.40 Bids In the "Vendor Quotes" mode, the ability to "View Emails" and "View Files" has now been added.
TRUE 18.0.40 Time Review When reviewing time punches, the personnel list can now be additionally filtered to show only those individuals who are in the same facility as you, division as you, or you are their supervisor.
TRUE 18.0.40 Bills When clicking into a bill line item "Quantity" or "Amount" field, the field contents will be selected by default.
TRUE 18.0.40 Alerts The access ID that triggers the alert shown in your notification center is now visible to allow administrators to easily modify which alerts should show.
TRUE 19.0.01 Phone List The phone list can now be exported to Excel.
TRUE 19.0.01 Requests When a purchase order is created from a request, if that request is linked to a product/service with a vendor, the vendor will automatically be set to the purchase order.
TRUE 18.0.40 Purchasing Removed "Completed" and added "Unsent" to the main list options. Added "Unsent", "Sent" and "Requester" to the advanced filter.
TRUE 18.0.40 Purchasing A vendor quote can now be created after a purchase order was created from within the purchase order.
TRUE 18.0.40 eForms When a Purchase Order eForm is emailed, an activity log is now created.
TRUE 18.0.40 eForms Purchase Order eForms can now be sub-summarized by Stock, Job and Contract.
TRUE 19.0.13 Purchasing A payment (disbursement) can now be applied to a Purchase Order. This creates a vendor credit that can be applied to a Bill at a later date.
TRUE 19.0.03 Integration | QBD/QBP/QBE Entirely redesigned QuickBooks dashboard to improve syncing workflow.
TRUE 19.0.11 Calendar (DayBack) New "Bidders" source added to calendar. This shows all bid due dates and times with linked project name and client. Modifications made within the calendar will update the bid due dates in real-time.
TRUE 18.0.40 Schedule Crew notifications will now be sent via Twilio API instead of SMTP.
TRUE 19.0.01 Bills If a bill is not linked to a job or contract, all job costing features hide or become inactive.
TRUE 19.0.01 Bills Added "Stage" to the list view.
TRUE 19.0.02 Reports Profit & Loss Statement can now be displayed by class when using TRUE Accounting.
TRUE 19.0.01 eForms Added "Purchase Order (Original)" eForm.
TRUE 19.0.01 Tasks Added PDF report within that shows information about each task.
TRUE 19.0.01 eForms The number days the expiration will be set to is now programmable via the default settings for the "All-In-One (Original)" eForm.
TRUE 19.0.03 Receiving Added "Advanced Filter" feature to Receiving module.
TRUE 19.0.43 Messages Send and receive internal and text messages between users, personnel, and customers with new "Messages" module. Internal messaging included with all subscriptions. Contact TRUE sales to learn more how to turn on SMS based text messaging with customers.
TRUE 19.0.01 Vehicles When review preventative maintenance records, if a large amount of text was entered, you can now review it easier by clicking on it.
TRUE 19.0.01 eForms Added "Quote - No Items (Original)" eForm.
TRUE 19.0.02 Jobs A review of a job can now be required or ignored when creating invoices.
TRUE 19.0.01 Jobs "Shipment" workflow segment now hides if there are no linked shipments.
TRUE 19.0.03 Receiving In Advanced Filter, users can now find items to be received that are linked to a job or contract they're assigned to.
TRUE 19.0.03 Receiving Added new "Received" filter option that, when clicked, allows you to quickly find items that were received today or within a specified date range.
TRUE 18.0.20 Contracts "Change Order Log" report now available to show "CO Requests" and "Change Orders" to provide to a client GC.
TRUE 18.0.38 Inventory Select a material (BOM) to link to an existing item in inventory.
TRUE 18.0.37 eForms Added "Paid" and "Balance" to "Order" eForm.
TRUE 19.0.03 Invoices Modify G/L accounts by line item manually in addition to by product/service when using TRUE Accounting.
TRUE 19.0.14 Deposits Can now generate a PDF report of all deposits currently in the filtered list.
TRUE 18.0.39 Unposted Added the ability to view a journal entry's source (invoice, bill, etc.) for an unposted entry.
TRUE 18.0.25 Unposted Add the ability to change accounting periods via "batch" select.
TRUE 18.0.32 Invoices Improved history tracking when performing accounting actions in the following modules: Invoices, Bills, Receiving, Shipping, Expenses, Pay Requests, and Transactions.
TRUE 18.0.40 Bills Bills with unreconciled differences can now be searched for in the advanced filter.
TRUE 18.0.21 Integration | Paylocity Updated Paylocity payroll export.
TRUE 19.0.03 Banks Improved batch selection during bank and credit card reconciliation workflows.
TRUE 19.0.03 Chart of Accounts Accounts can be bundled in custom groups on an Income Statement when using TRUE Adccounting.
TRUE 19.0.33 Bills Added activity log to "Bills" module.
TRUE 18.0.37 Inventory New inventory menu allowing quick access to stock, locations, and products. Also allows quick filtering by contract, vendor, and purchase orders.
TRUE 19.0.40 Map Map now shows last time clock punch location for each employee. Additionally show company facilities, contracts, and jobs to see where everyone is in relation to the work they're performing.
TRUE 18.0.39 Contracts Improved standard AIA style pay application based on user feedback.
TRUE 19.0.26 Travel Calculator Added new "Travel Calculator" feature in Quotes, Jobs, and Bids modules. TRUE will automatically calculate costs associated with travel time, vehicle use, per diem, and lodging based on a variety of factors such as distance, rotation schedule, number off workers per vehicle, etc.
TRUE 18.0.37 Inventory Improved export of inventory data.
TRUE 18.0.19 Staging Carton and Pallet barcode labels can now be printed via roll or sheet.
TRUE 19.0.01 Vendors 1099 Box Number field added with drop-down list.
TRUE 19.0.09 Personnel Added "Training" section to keep track of which certifications, licenses, and skills each team member has. Certification expirations are automatically notified ahead of time too.
TRUE 19.0.03 Invoices Added "Void" feature for invoices. Included compatibility with TRUE Accounting and all current versions of QuickBooks.
TRUE 19.1.01 Contracts New pay app forecasting feature available. Project managers can now enter anticipated amounts to be billed for a contract's next pay app which can then be inserted by the billing department with a click of a button. This prevents having to communicate this information through some other means and simplifies the entire process.
TRUE 18.0.39 ePay Customers can now pay invoices via an ePay link which allows payment via Stripe. This link can be included when an invoice is emailed to a customer. The customer can then download or email the paid invoice to themselves showing a zero balance.
TRUE 19.0.24 Calendar (DayBack) Calendar records can now be locked by anyone and unlocked only by those with access.
TRUE 19.0.07 Miscellaneous You can now save queries used in the Advanced Filter feature for all modules. This allows you to name your query and shows your queries by default. You can optionally see other users' queries so you can share with your team.
TRUE 18.0.19 Clients Added batch archive functionality to both "Clients" and "Vendors" modules.
TRUE 18.0.20 Inventory Added additional filterable date fields in the advanced filter.
TRUE 18.0.20 Shipping Shipping manifests can now be sorted via "Description", "Job / Contract", "Ticket", "Staging", "Complete", and "Problem".
TRUE 18.0.37 Clients Added additional available totals for Excel export feature.
TRUE 18.0.38 Reports Credit Reference report can now additionally be ran directly from within a Client or Vendor record.
TRUE 18.0.32 Unposted When creating a journal entry for a transaction, if a description is present, it will now be copied it into the notes field of the journal entry.
TRUE 18.0.37 Jobs Improved Jobs data export.
TRUE 18.0.32 Pay Requests Wizard Made it easier to see if using percent complete, amount, or quantity method when creating a pay request.
TRUE Field 2.1.09 Expenses When an "expense" is submitted via TRUE Field, the "Set Tax Paid In Expenses" checkbox in "Company Preferences" > "Financial" section will now be honored. When this field is checked, the "Tax Paid" field in the newly created "Expenses" record will also be checked.
TRUE 18.0.37 Taxes Additional Canadian tax support added to AR and AP workflows.
TRUE 18.0.24 Company Preferences Jobs and Contracts can now have different default tax rates and tax basis. Most firms set their Jobs as "Retail" (inclusive of markup) while Contracts are "Purchase" (cost only).
TRUE 18.0.38 Company Preferences Selecting a tax rate can now be done via drop-down list or searchable picker list.
TRUE 18.0.38 Bills Individual line items can now be set to taxable or nontaxable.
TRUE 19.0.14 Reports Improved income statement and balance sheet trend reports.
TRUE 18.0.24 Contracts A new contract type, "Upon Delivery" has been added. This allows both invoices and pay requests to be created for the same contract. For firms who want to recognize revenue when items are shipped, not when pay requests are sent can use this feature.
TRUE 18.0.24 Integration | TOAD The text "TOAD" will now appear if a product record is linked to a TOAD configuration. This is used for door hardware firms.
TRUE 18.0.28 Integration | TOAD Improved syncing pricing information between TRUE and Total Opening Application Developers (TOAD) partner app in the Products / Services module.
TRUE 18.0.35 Materials When creating a pick ticket, if any of the selected materials have an incomplete work order linked to them, a message will display notifying the user.
TRUE 18.0.24 Work Tickets Material barcode labels can now be created directly from a work ticket line item. This is useful when an assembly has been completed and a unique, scannable, label including job and description is needed to affix to it.
TRUE 18.0.25 Work Tickets When a schedule is created from a work ticket, the "Hours" field in the schedule is set based on the estimated hours from the work ticket. This is useful when running analytics in the calendar and need to see when you're above or below your production capacity.
TRUE 18.0.32 Integration | Pro-Tech Extraneous data from a Pro-Tech import will now be set to the "Other" field instead of "Notes" in the Materials module.
TRUE 18.0.24 Inventory Added "View Same" feature to quickly see inventory that matches what you're currently viewing.
TRUE 18.0.24 Work Tickets Added a user preference to set a specific work ticket type for each user. This is useful when workers need to quickly see work tickets for a station or area; for example, "Welding", "Brake Metal", "Key Shop", "Job Processing", etc.
TRUE 18.0.25 Integration | Pro-Tech The unit sell price from Pro-Tech will now be shown in TRUE.
TRUE 18.0.25 Purchasing If a Purchase Order is set to "Drop Shop" or the Request that created was set to "Drop Ship", all line items will automatically be set not to receive.
TRUE 18.0.24 Requests Multiple requests can now be set to Drop Ship simultaneously.
TRUE 18.0.24 Requests Users are now prevented from accidentally creating a Purchase Order that has a mix of Drop Ship items and non-Drop Ship items.
TRUE 18.0.24 eForms When emailing eForms, you can automatically cc yourself, as an option.
TRUE 18.0.24 Activities Separate activity defaults can now be created for jobs and contracts.
TRUE 18.0.38 Files Added advanced filtering options.
TRUE 18.0.37 Milestones Now allows up to 20 characters instead of 12 for longer descriptions.
TRUE 18.0.34 Integration | QBD/QBP/QBE Enhanced QuickBooks Enterprise Product import process to handle situations when cost data is missing.
TRUE 18.0.32 Work Tickets Improvements made to how TRUE handles linked inventory items for cost of goods sold entries when marking work ticket items as complete.
TRUE 19.0.11 Checklists When generating a checklist for a personnel record, the personnel's name now appears on the printable PDF.
TRUE 18.0.27 Shipping The "Review" segment in the shipping workflow can now be hidden by company preferenece.
TRUE 18.0.27 Materials Items can now be pre-set as "Stored Materials". This allows for quick viewing of items for billing purposes on AIA style pay applications.
TRUE 19.0.20 Pay Requests Wizard When creating pay applications, items that have been received which are designated as billable as "Stored Materials" can now be automatically tabulated and added.
TRUE 18.0.37 Addresses Improved how addresses are displayed when selecting from a list.
TRUE 18.0.39 Expenses When working with a merchant invoice (typically used for credit card bills), you can now select expenses (field purchases) to add additional line items. Previously, you could only pull expenses that were linked to the same bank account.
TRUE 19.0.03 Integration | QBO Upon initial deployment new TRUE customers can import all QuickBooks job as either Jobs or Contracts in TRUE.
TRUE 18.0.39 Integration | QBO When syncing an invoice to QuickBooks Online, the linked job will also sync if it doesn't already exist.
TRUE 18.0.39 Integration | QBD/QBP/QBE Syncing QuickBooks Enterprise data will now additionally include service jobs. Contract jobs only were previously supported.
TRUE 18.0.40 Integration | QBO Improved syncing of time clock data when using QuickBooks Online.
TRUE 18.0.32 Bids Improved "Rounding" feature to allow the subtotal of the estimate to be rounded up by adjusting the markup in the line items. This allows for rounding to be compatible with budgeting, job costing, and accounting requirements.
TRUE 19.0.07 Bids When creating materials records from a bid, the estimate description is now added to a "Category" field that can be sorted and summed within the Materials module.
TRUE 18.0.30 Integration | QBO New option to disable automatic job (subcustomer) creation in QuickBooks.
TRUE 18.0.31 Invoices Added option to force all invoice line items to be linked to an existing product/service. This can be useful if all items should be linked to products in QuickBooks.
TRUE 18.0.31 Quotes Create new products/services from quote or job line items.
TRUE 18.0.31 Receiving Set which items in a purchase order will create inventory items when received and which will not.
TRUE 18.0.31 Journal Improved balances table for better performance.
TRUE Fence 02.1.1 Catalog Added picture grid selection option.
TRUE 18.0.31 Transactions The transaction wizard will now prompt you to add vendor credits rather than automatically adding them when available.
TRUE 18.0.31 Bills When journal entries are created from a Bill, the "Class" field will now be set.
TRUE 18.0.31 Bids When upgrading to a contract, if the option to create materials is chosen, those materials will now include a "unit", "unit cost", and "unit sell".
TRUE 18.0.32 Materials Added option to choose whether material notes are included when creating Requests, Purchase Orders, and Work Tickets.
TRUE 19.0.27 Taxes Credit Memos can now be toggled as taxable or not. This automatically creates appropriate journal entries when used in conjunction with TRUE Accounting.
TRUE 18.0.32 Cost Codes Costs are now sorted by ID first, then by Name ascending.
TRUE 18.0.32 Purchasing Added "Vendor Order ID" to purchasing CSV export.
TRUE 18.0.34 Integration | QBD/QBP/QBE Enhanced QuickBooks Enterprise for imports of Customers and Vendors exceeding 20,000 records.
TRUE Fence 02.1.3 Drawing When drawing segments, a new setting allows the intervals to be set to nearest foot or nearest inch.
TRUE 18.0.32 Quotes Select multiple products and services simultaneously while adding line items to a quote or job.
TRUE 18.0.32 Integration | QBD/QBP/QBE Syncing of payments can now be limited by a date range.
TRUE 18.0.32 Reports Modified P&L report to include sales amounts from pay requests.
TRUE 18.0.33 User Preferences Added "Calendar Link" feature. This allows you to open or email a link to your calendar to yourself or others.
TRUE 18.0.34 Purchasing Added company preference to allow for purchase order line items to be set to inventory or not, when received, by default.
TRUE 18.0.33 Bills Batch delete multiple bill line items.
TRUE Fence 02.1.3 Selections Added "View Item in Catalog" and "Select Catalog" from a selection line item.
TRUE Fence 02.1.2 Selections Added “Reset” feature. This overwrites the existing selections and recreates them based on the linked drawing.
TRUE Fence 02.1.2 Selections If a drawing is “Saved” and there are already selection items present, a new selection is created.
TRUE 18.0.34 Integration | QBD/QBP/QBE Enhanced QuickBooks Enterprise payments import process.
TRUE Fence 02.1.3 Drawing Added zoom slider to adjust the zoom level. Only appears on desktop. On tablets, this hides since a use will pinch-to-zoom.
TRUE Fence 02.1.4 Drawing Modify existing fence segment lineal footage using the "Edit" panel. Feet and Inches can be entered which will extend the segment as far as needed.
TRUE 18.0.34 Shipping When generating an invoice for a shipment, if reviews are required and the originating job has not yet been reviewed, a message will appear notifying the user which job requires a review in order to proceed.
TRUE Fence 02.1.3 Catalog Added new "Options" mode. Along with preset components, each selected item can have specific options to choose from including pictures and descriptions to allow clients to better choose.
Project Version Module
Project Version Module Description
TRUE 19.1.09 Integration | Beiing Human Updated TRUE's integration with Beiing Human A/P Automation API.
TRUE 19.1.09 Company Preferences Added a "Auto Follow-Up in Days (Quotes)" and "Auto Follow-Up in Days (Bids)" to modify the automatic follow-up date for Quotes vs Bids independently.
TRUE 19.1.10 Time Review TRUE's time keeping system now supports 1 minute intervals.
TRUE 19.1.10 Quotes Added "Sent By" column in Excel export from Quotes module.
TRUE 19.1.10 Purchasing Improved the Payment Method setting in POs to automatically set based on a variety of workflows when a Vendor is known or set.
TRUE 19.1.10 Bills In the Advanced Filter for Bills, users can now additional search by "Cost Code", "G/L Account", and "Contract Items".
TRUE 19.1.10 Contracts A count of pending Change Order Requests now appears in the "Notifications" section of selected Contracts.
TRUE 19.1.10 Quotes Added "Activities" option to the "View" button in a selected Quote record.
TRUE 19.1.12 Integration | LogiKal Updated LogiKal import to new format and set up Product matching, for inventory control, during import.
TRUE 19.1.10 Messages Added the ability to "Filter" Messages by "Unread" messages, assigned to the user.
TRUE 19.1.10 Bids Users can now remove the "Primary" status of a Bidder in a Bid record.
TRUE 19.1.16 Miscellaneous The Dynamic Grid feature, found in most modules, will now default to 100 records shown or use the "Record Load Limit" setting in User Preferences.
TRUE 19.1.10 Email Templates The Email Templates feature for the "Contracts" module now supports the ability to use merge field options within a Submittal, RFI and Transmittal.
TRUE 19.1.10 Integration | eMullion Estimate data can now be imported from eMullion (e/PWS) into a Bid to further reduce data entry. This makes creating a proposal even easier.
TRUE 19.1.12 Bids Added Bidder Table View to the Bids module, allowing users to generate, sort, and export Bidder data in unique ways.
TRUE 19.1.10 Wages Payroll withholdings can now be additionally defined to be aggregated as needed on a Certified Payroll report.
TRUE 19.1.11 Users / Access Profiles can now be "Granted Full Access".
TRUE 19.1.12 Pay Requests Fully redesigned how Pay Apps are created and used in Pay Request mode. They can now more easily be modified, emailed/texted directly from TRUE, stored as a File, and eSigned.
TRUE 19.1.11 Purchasing A set of line items can be configured as a default List Template for POs.
TRUE 19.1.12 Files Improved performance when searching through tens of thousands of images.
TRUE 19.1.17 Integration | eMullion An eMullion "Installer Guide" can now be imported into TRUE which automatically reads the document, creates a Work Ticket for each Door, links the material for that door to the ticket, and uploads the assembly instructions for that door to the ticket.
TRUE 19.1.12 Forecasting Added "Stored Material" feature in Forecasting feature. This can be used by Project Managers to forecast stored material billing amounts for use in the Pay Request Wizard.
TRUE 19.1.12 eForms Added the ability to perform a "Category" search when attempting to add existing files to a generated eForm.
TRUE 19.1.16 Files eForms saved as a File now inherit their ePay and eSign capabilities throughout TRUE and in TRUE Field. Example use cases: 1. A field technician uses TRUE Field, but needs to collect payment either before work begins or after it's finished. If a Quote, Down Payment, or Invoice eForm has been saved for them, the field technician can use the "ePay" feature on their phone to take a payment. 2. A delivery driver needs to obtain a customer's signature on a Ticket during drop-off. If a Work Ticket has been saved for them, the driver can use the "eSign" feature on their phone to obtain the customer's signature digitally and email them a copy.
TRUE 19.1.12 Forecasting Added billing notification feature for pay request forecasts. When clicked, billing team members will be notified when a forecast is ready for them to review. This is also available in the View Pay Requests module. Pay Requests now have Stages. Examples of stages are "Problem", "Pending", "Sent", etc.
TRUE 19.1.12 ePay When using a Bank as a payment method within ePay, TRUE will now refresh more quickly after a new bank is added to display it and remind the user to refresh if they want to do so even quicker.
TRUE 19.1.14 Calendar (DayBack) Groups of calendar Resources can now be created and linked to each other. This allows personnel to be linked to a Crew, Vehicle, Work Station, etc. Schedulers can then schedule a Group, instead of individual people, yet those people will still be automatically resourced because of their link to that Group. This makes scheduling easier and faster.
TRUE 19.1.15 Purchasing Added "Turnaround Analysis" report in POs module. This sub-summarizes by Vendor all POs in the current list, shows how many days it took the vendor to "turnaround" the order, and give an average per vendor.
TRUE 19.1.15 Time Card The "Overtime Report", available within the Time Card module, not breaks out Overtime by Tier 1 and Tier 2.
TRUE 19.1.14 eSign Improved eSign feature when on a phone sized screen. User can now rotate to landscape view to sign and back to portrait again when done. Also, eForm now resizes better to fit the screen size for smaller phones.
TRUE 19.1.14 Calendar (DayBack) Column separators in Calendar that represent different days are now clearly identifiable.
TRUE 19.1.17 Message Templates Added a "Message Templates" feature in Company Preferences to allow users to configure unique templates for texts messages sent from the system.
TRUE 19.1.14 Contracts Sub-summary totals have been added to "Table View" feature within the schedule of values section of the Contracts module. A user can navigate to the "Financial" mode of a Contract, click the small "gear" icon, choose "Table View", then sort by "Category".
TRUE Products / Services
TRUE 19.1.15 eForms Improved how Contract eForms are generated and listed in the Repository.
TRUE 19.1.17 Data Grid Added a "Project Name" column within the Dynamic Grid View within the Jobs and Quotes modules.
TRUE 19.1.16 Materials Added "Copy" and "Paste" functionality to this module. For example, if you have materials for one job or contract and want to copy some or all of them over to another job or contract, this feature makes it easy to do.
TRUE 19.1.17 Attributes Improvements to the Attribute fields across TRUE to now support auto-fill.
TRUE 19.1.17 eForms Added a "Non-Billable Price" Show Option within eForm ID 30 to allow users to display non-billable line items without including them in pricing totals.
TRUE TBD Contracts "Summarized WIP" report now includes "Hours" column which indicates <> / <>.
TRUE 19.1.01 Invoices A "Cost Codes (via Products)" field has been added to the Advanced Filter for the Invoices module.
TRUE 19.1.01 Users / Access Improved Access Wizard.
TRUE 19.1.01 Integration | AVAWare AVAWare XML files can now be imported into TRUE as Materials.
TRUE 19.1.01 Alerts Receive alert notifications for sent bids due for a follow-up by using Access ID 30.
TRUE 19.1.01 Company Preferences New "Maximum Bill Amount" feature added. This will require a Manager Approval on Bills (Vendor Invoices) that exceed the amount, if applicable.
TRUE 19.1.01 Opportunities Similar to how Leads work, if an Opportunity has a "Review Date" set, an alert notification will be sent on that date to anyone assigned to the Opportunity or anyone with Access ID 1436.
TRUE 19.1.03 Work Tickets When a Schedule linked to a Work Ticket is moved, an activity log entry will now be created in the associated Work Ticket.
TRUE 19.1.01 eForms The "Stamp" boxes on the "Submittal" eForm can now be hidden by utilizing the Show Options.
TRUE 19.1.01 Messages Access to the Messages module now requires the Messages Package to be active within a subscription.
TRUE 19.1.01 Integration | Kawneer Order Acknowledgement line items from Kawneer can now be imported into Purchase Orders via Partner Apps feature.
TRUE 19.1.01 Clients Add "Generic" toggle in Clients module. This can be used for Clients that are used for purposes such as "Showroom", "Walk-In", "Cash", etc. When using Point of Sale with a Generic Client, previously used Card or Bank information is not available for reuse.
TRUE 19.1.01 Clients Adding new clients are easier now with a simple to complete window that appears from anywhere in TRUE.
TRUE 19.1.01 Jobs Line items from Jobs can now be exported to Excel with full detail.
TRUE 19.1.01 Integration | DataRails New integration with DataRails (https://www.datarails.com)
TRUE 19.1.01 Clients Improved batch Statement creation feature. eForm #43 will now be used by default and users will be prompted to enter a date range for when the statement was created.
TRUE 19.1.01 Files Added Access ID 26 to control who receives alerts for files uploaded into jobs/contracts they're assigned to.
TRUE 19.1.01 Schedule Added support for "Unscheduled" events and schedules throughout TRUE. Newly created events/schedules can now automatically be set to "Unscheduled" when initially created. Also, they can now be searched for and modified from within the Events and Schedules modules. These features mean the Unscheduled panel in the calendar is now easier than ever to use to help organize complex resourcing needs.
TRUE 19.1.01 Contracts When selecting PDFs to sequence for a Submittal, the list that appears will first only show available PDFs currently linked to the same contract.
TRUE 19.1.01 Taxes Users are now offered to select a Bank Account when remitting Sales and Use Tax rather than TRUE automatically referring to the Default Cash Account.
TRUE 19.1.01 Pay Requests When new Applications for Payment are created, the Subcontractor field, which is typically set with the default Company/Brand, can now instead be set with a default setting in Company Preferences. This is helpful when firms use different branding for their commercial division.
TRUE 19.1.01 Calendar (DayBack) Added a "Notify Client" feature in the Calendar to allow users to utilize the "Notify Client" feature found in Quotes and Jobs within TRUE.
TRUE 19.1.03 Alerts The following alerts will now include the division or facility pertaining to them when created. The Access ID is in parenthesis: Alert when Invoices are Created (1223) Alert when Tickets are Created (1306) Alert when Contracts are Created (1309) Alert when Purchasing (PO) is Created (1481) Alert when Jobs are Created from Quotes (1524) Alert when eForms are eSigned (1588) Alert when Quotes are Due for Follow-Up (1602) Alert when Payments are Received via ePay (1611) Alert when Tickets are Completed (1614) Alert when Opportunities are Created (1621) Alert when Bids are Created (1622) Alert when Leads are Created (1632) Alert when Jobs are Completed (1636)
TRUE 19.1.01 Materials Purchase Orders can now be directly created form the Materials list instead of having to always create Requests. Additionally, materials that are linked to a job-site opening/area can now have that mark # automatically appear in the created Purchase Order. This also works when material items are consolidated for ordering purposes.
TRUE 19.1.01 Quotes In the Quotes or Jobs module, when a new Point of Contact is selected or newly added, if the linked Client doesn't yet have a primary Contact, it will now automatically be linked.
TRUE 19.1.01 Messages When sending new messages using the "Messages" module, pre-set messages can now be selected to be sent quickly. These can be set up in the Categories module within TRUE.
TRUE 19.1.01 Messages Added new section in Company Preferences to list the TRUE users who will be automatically assigned to new inbound messages. When pictures (or files) are included in a text message received by TRUE, it's now saved in TRUE as a File. Additionally, if the message thread in TRUE is linked to a source (a Quote, Contract, etc) the file will also be automatically linked to it.
TRUE 19.1.01 Time Review A punch duration can now be entered instead of using the Finish Time feature.
TRUE 19.1.01 Dashboard Added "Purchasing" Dashboard. This will allow user to navigate directly to the "Purchasing" module. This feature is available in the "User Preferences" module > "Dashboard".
TRUE 19.1.04 Transactions Added a batch select option within the "Transactions" module to allow users to reconcile multiple items at once.
TRUE 19.1.01 Schedule Whenever the map feature for an event or schedule is used, you'll be asked if you want to view the destination or obtain directions from your current location.
TRUE 19.1.01 CO Requests When a CO Request is upgraded to a Change Order by an authorized user with Access ID 636, an alert notification will be sent to any other authorized user who also has the same access.
TRUE 19.1.01 Training Added "Training" report now available in Personnel, Reports, and Training modules. This shows all training (OSHA, Background, Equipment, etc) sub-summarized by personnel.
TRUE 19.1.02 Quotes Clicking on a phone number in the Quotes or Jobs module will now allow you to quickly copy it for use in a phone system app.
TRUE 19.1.03 Files Added support for uploading folders to TRUE's File system. When a folder is uploaded, any existing subfolder structure will be maintained and recreated in TRUE. This allows users to easily upload entire directory structures containing multiple files and subfolders into TRUE in one operation.
TRUE Fence 03.0.1 Details Added a "Clear Client" and "Clear Contact" button within the "Information" module in the TRUE Fence app. This will allow users to more easily clear the linked Client and Contact record without unintentionally modifying a previously selected/existing record.
TRUE 19.1.04 Calendar (DayBack) Improved "Queued" schedule feature in Calendar. Schedules currently "queued" will not appear in the schedule list in TRUE Time or TRUE Field now. The "Unscheduled" counts shown in the Quotes and Jobs modules now ignore "queued" schedules.
TRUE 19.1.02 Integration | GDS Estimating Added support for GDS v16.
TRUE Fence 03.0.1 Catalog Catalog Items with Components are now easy to find with a new "Components" checkbox available in the Advanced Filter.
TRUE 19.1.02 Products / Services Improved user interface for Products / Services module. This also includes the addition of the Dynamic Grid view, which allows you to choose your own columns, sequencing, and sub-summary sorts.
TRUE 19.1.02 Expenses Job Costing for Expenses now happens automatically during the process of approving Expenses.
TRUE 19.1.02 Leads When adding addresses in Leads, you can now select from an existing address.
TRUE 19.1.03 Products / Services When importing data from multiple take-off tools, TRUE now allows storing multiple "match keys" to maintain inventory support in all cases.
TRUE 19.1.03 Files Added the ability to download folders as well as multiple files at once via "batch" select.
TRUE 19.1.03 Email Templates Added the ability to add "hyperlinks" to Email Templates.
TRUE 19.1.08 Calendar (DayBack) When creating a schedule from a PO record, the POs associated Job record will now populate as the "Cost Center". Additionally, we have added the ability to jump to a linked Purchase Order record from a Schedule record.
TRUE 19.1.06 Integration | GDS Estimating The "Labor" file exported from GDS v16 can now be imported into the Estimates mode of a Bid.
TRUE 19.1.05 Bids Vendor Quotes can now be linked to Bid Estimate line items in batches.
TRUE 19.1.10 Contacts Improved how related items in TRUE are shown from the perspective of a Contact. This makes it easier to see what a Contact is linked to, how many items there are, and a single click will navigate you to see everything you're looking for.
TRUE 19.1.04 Messages When the "Notify Client" feature is used in Quotes, Jobs, or Tickets, the Message Thread that is also created, will show the user as assigned.
TRUE 19.1.05 Bills In Bills module, adjusted line items display to include “Cost Code”, “Contract Item”, “G/L Account”, and “Class”, if available.
TRUE 19.1.08 Addresses When addresses are entered in TRUE, they'll automatically offer auto-complete options to select from.
TRUE 19.1.05 Messages Improvements to the "Messages" module in TRUE. By default, loading the Messages module will display "My Messages" filter. When a client responds back to an exiting message thread, the assigned users will now correctly see the updated unread count over the "Messages" badge to show the total amount of unread messages. When using the "Notify Client - Text" feature to create a new message thread, the user will be correctly assigned to the thread.
TRUE 19.1.05 Integration | QBD/QBP/QBE QuickBooks Enterprise users, while using the "TQB" connector app, can now jump to records ready to sync. Previously, this was only a feature for QuickBooks Online users.
TRUE 19.1.05 Pay Requests Contracts can now be filtered by whether they have a "retainage balance".
TRUE 19.1.05 eForms Located within a selected Bid, found in the eForm generation screen for a "Proposal" under Step 5, a new Show Option for "Subsummary Tax" has been added. When toggled on, the total tax amount for each Estimate will show on the eForm PDF.
TRUE 19.1.05 Bills Job Costing entries for Bills linked to a Subcontractor can now be set to a type of "Labor" instead of just "Invoiced".
TRUE 19.1.05 Users / Access Access ID 914 has been adjusted to disallow access to line item edit views within the Quotes and Jobs modules.
TRUE 19.1.05 ePay When customers use ePay to make a payment, the amount of that payment will now appear in alerts and activity logs shown to users.
TRUE 19.1.08 Time Card New "Advanced Filter" feature added for Time Card module.
TRUE 19.1.06 Integration | Sage Intacct TRUE now supports integration with Sage Intacct.
TRUE 19.1.05 Messages Made additional improvements to the "Messages" functionality. When using the "Notify Client" feature, the generated thread will now be correctly associated to the related record, as well as the assigned user. Additionally, when a new message is received, the messaging badge will correctly update with the "unread" count.
TRUE 19.1.10 Contracts Contract Item (SOV) Categories can now be pre-loaded via a Company Preference.
TRUE 19.1.08 Contracts Contract "Budget" amounts can now be entered directly from the Schedule of Values panel in the Financial mode. When used, this creates a Job Costing entry and assumes it's for Material.
TRUE 19.1.05 eForms Added the ability to attach PDF files to the "Waiver" eForm (ID #55) found in the Financial Releases section of a selected Contract.
TRUE 19.1.06 Schedule If the linked "Contact" for a "Schedule" record in TRUE is also toggled as a "Lead", selecting this field from a Schedule will now navigate the user directly to the Lead record.
TRUE 19.1.07 Email Card When the "Use Personal Signature Block" is toggled on for a user, and the "Notify Client" feature is used, the "Personal Signature Block" field will be toggled on automatically.
TRUE 19.1.06 Messages New "Message" badges added to bottom right corner of Leads, Quotes, and Jobs modules. This allows for even quicker viewing of whether there are messages available for these modules from the customer.
TRUE 19.1.08 Email Capture Invitations to Bid (ITBs) can now be more easily imported into TRUE via the Email Capture feature. You no longer need to first create an Opportunity in TRUE. Instead, simply forward the ITB to your email capture address with the code "KOSMASEC-PJ-NEW". This will create a new Opportunity automatically, upload and link any attachments, and link the email too. This feature is found in the "Opportunities" module > "+" icon > "Email Capture".
TRUE 19.1.07 Email Card Added Rich Text Editor "refresh" feature in eForm Email cards.
TRUE 19.1.09 Integration | Tax1099 Integration with Tax1099 now available. This pushes vendor and subcontractor data to Tax1099 for the purpose of electronically filing IRS 1099 forms.
TRUE 19.1.07 Contracts Added "Tickets" as an additional option in the "View" menu from within a selected Contract. Tickets could always be seen and navigated to within the "Labor" panel, but is an additional option.
TRUE 19.1.07 Help Ticket "Live Chat Support" feature now available in Help Menu. Allows users to chat with a TRUE Support team member live while using TRUE.
TRUE 19.1.07 Integration | QBO Synced "Expenses" in TRUE to QuickBooks Online now include Customer and Job/Contract information.
TRUE 19.1.09 Messages When assigning a "User" to a Messages thread, if the user has a "Messaging Alert" method set to include texts within their User Preferences, they will automatically receive the text without having their number assigned to the "SMS(Phone)" field.
TRUE 19.1.10 Alerts Added Access ID 1347 to alert users when Milestones are completed for Contracts or Jobs.
TRUE 19.1.10 Forecasting Users can now enter a Percent Complete in addition to Amount, when creating a Forecast for upcoming Pay Requests.
TRUE 19.1.08 Email Capture New feature to create Bills when using the Email Capture feature. For example, you receive a vendor's bill via email. Without taking any action in TRUE, forward that email to your Email Capture address with the code KOSMASEC-PI-NEW in the body. TRUE will recognize the code, create a new Bill record, upload any attached files and link them to the Bill.
TRUE Fence 19.1.10 Catalog Added the ability to utilize the TRUE Fence app within the Contracts workflow, specifically, TRUE Fence estimates can now appear within a Bid.
TRUE 19.1.10 Bills Users can now request Manager Approval for Bills. If a user is not assigned Access ID 765 (Manager Approval for Bills), when clicking the "Manager Approval" button, they will see the following dialog message: "You do not have access to approve this Bill as a Manager (Access ID 765). Do you want to request Manager Approval from those with access?". If they choose "Request", it will send an alert (in the Alerts mode) to all users who are assigned Access ID 765 to notify them that Manager Approval was requested for that particular Bill. This alert can be clicked on to navigate to the Bill.
TRUE 19.1.08 Bills From the Bills Module, users will now be able to update the 'Stage' for multiple Bills through our batch selection feature.
TRUE 19.1.08 Invoices Invoices can now have mailing labels printed (size Avery 5160)
TRUE 19.1.10 Integration | Glazier Studio / PartnerPak Combined Glazier Studio and PartnerPak import options.
TRUE 19.1.08 Jobs When creating invoices or accepting payments for a Job, new options are now available to make it even easier. The "Down Payment" and "Pay Invoice" features have been moved from the Options menu to the "Uninvoiced" popover. Additionally, "Cash Sale" and "Invoice 100%" have been added to further speed up workflows.
TRUE 19.1.09 Integration | QBD/QBP/QBE TRUE now automatically creates new tax types (Tax Jurisdictions) in QuickBooks Enterprise when syncing Invoices if it doesn't yet exist.
TRUE 19.1.09 Contracts Bills (Vendor Invoices) can now be created from the "New" menu within a selected Contract. Previously, you'd have to navigate to the "Financial" mode of a contract, then "Bills" sub-mode to do this.
TRUE 19.1.09 Jobs Bills can now be created directly from a Job. Previously, this was only a feature for Contracts. To do so click "View" and then the "+" icon within the "Bills" tile.
TRUE 19.1.09 Expenses The "Search", "Job / Contract", and "Vendor" search fields have been consolidated into a single search field.
TRUE 19.1.09 Pay Requests Within the "View Pay Requests" module, a PDF can now be created that matches what is viewed on the screen. This also supports the various sub-summary sort options available.
TRUE 19.1.09 New Contact Wizard Auto-complete address feature is now available when adding a new contact or lead.
TRUE 19.1.10 Leads Email templates can be created for Leads.
TRUE 19.1.09 Contracts In the "Subs" mode within a selected Contract, cost codes can now be added per itemized scope of work. This will additionally appear as a committed job cost entry when approved.
TRUE 19.1.09 Materials In the "Materials" module, added a batch select function found within the "Options" button. This "Combine" feature will automatically consolidate the selected products, matching them by Product.
TRUE 19.1.09 Company Preferences "Connection Log" has been moved from Company Preferences to History and improved to more clearly show external IP addresses and other connection information.
TRUE 19.1.12 Reports Financial reports in TRUE Accounting now generate significantly faster and no longer impact system performance for other users.
TRUE 19.1.09 User Preferences Added a "eForm Salesperson" section to "User Preferences" to allow users to manually configure the "Salesperson" data that populates Quote/Bid eForms across TRUE.
TRUE 19.1.09 New Contact Wizard When a contact search is performed with only a first name, TRUE will now perform a search on that field alone. Previously, TRUE would always ignore this field to avoid too many results from appearing.
TRUE 19.1.09 Integration | Glazier Studio / PartnerPak Improved Glazier Studio / PartnerPak integration for the "Stock Length Bid Summary" import.
TRUE 19.1.09 Miscellaneous The default sort order has been adjusted to "descending" in the following modules: Projects, Milestones, Leads, Quotes, Jobs, Opportunities, Bids, and Contracts.
TRUE 19.1.09 Purchasing When schedules are created from "Drop Ship" POs, the job-site address will now automatically be set as the location on the schedule.
TRUE 19.1.09 Bids Added a "Hide Projects" Company Preference to allow the ability to hide the "Projects" field within the Quotes, Jobs, Bids and Contracts modules.
TRUE 19.1.01 Messages When creating messages from a specific source in TRUE, like a Quote, Contract, Lead, etc, you're now asked if you want the message to be linked to it. This also means that the linked source can now be jumped to right from the message. Messages, within a Thread, now appear instantly during conversations. When messages are received externally, a contact can be created easily. This allows inbound text messages to be used as a source of new Leads.
TRUE 19.1.01 Company Preferences Bills can now be automatically archived after a set number of days after posting or syncing.
TRUE 19.1.01 Bills When a new Purchase Order line item is added to a Bill, if the Bill doesn't have a "Tax Type" set yet, an attempt will now be made to set it to match the "Tax Type" set from the Purchase Order, if applicable.
TRUE 19.1.01 Bills "Paid" checkbox has been added to the Bills Advanced Filter.
TRUE Fence 03.0.1 Drawing Added the ability to modify the font size of the measurements applied to a fence or gate segment within TRUE Draw v3.
TRUE 19.1.01 Login Whenever TRUE is updated, users now receive a dialog that appears the next time they login informing them of the update and an option to view this change log.
TRUE 19.1.01 Products / Services The "Reorder Report" can now be exported to Excel as well as in PDF format. Previously, it was only available in PDF format.
TRUE Fence 03.0.1 Settings A default eForm can now be set when using TRUE Fence app.
TRUE 19.1.01 Quotes Multiple versions of quote line items can now be created, stored, and recalled from within a single Quote. This prevents from having separate quotes when providing multiple options to a customer but not yet knowing which option they'll eventually choose.
TRUE 19.1.01 Contracts Added new Notification named "WIP / Contract Value Mismatch". This will appear if the total contract value doesn't match the total as distributed in the Job Costing system.
TRUE 19.1.01 Jobs Access ID 1635 was modified to deny modifying job "Archive" feature (users cannot archive or reactivate). A new alert was created to anyone with Access ID 1592 whenever a job is reactivated. This is the same access permission which allows users to create jobs.
TRUE Fence 03.0.1 Drawing Added an arrow tool within a selected segment in TRUE Draw v3 to allow the user to cycle through existing fence lines more easily. Additionally added functionality to support "tear-out" type lines.
TRUE 19.1.01 Files Whenever new pictures or files are uploaded into TRUE, whomever is assigned to the quote, job, contract, etc, that it's being uploaded into, will receive a notification. This is so project managers can be kept apprised when new information is added to their