# TrueRestore Help

> Guides for technicians, project leads, and admins using TrueRestore in the field and in the office.

- [TrueRestore Help](https://help.truerestore.ai/articles/index.md): Everything you need to run jobs in TrueRestore, from the first walkthrough to the final invoice.
- [Welcome to TrueRestore](https://help.truerestore.ai/articles/welcome-to-truerestore.md): Two connected apps covering a damage job end to end, from the first walkthrough through the final invoice.
- [Signing in and resetting your password](https://help.truerestore.ai/articles/signing-in-and-resetting-your-password.md): Set a permanent password after your temporary one, and recover access from the Forgot password link.
- [Web vs. mobile: which app for what](https://help.truerestore.ai/articles/web-vs-mobile-which-app-for-what.md): A task-by-task split: capture and offline work on the phone, estimating and settings in the browser.
- [Understanding roles and permissions](https://help.truerestore.ai/articles/understanding-roles-and-permissions.md): What each of the four roles can see and do, including granting a Technician the ability to create jobs.
- [Creating a new job](https://help.truerestore.ai/articles/creating-a-new-job.md): A four-step wizard covering client, property, insurance and claim details, and the team assigned to the work.
- [Job codes and preferred job codes](https://help.truerestore.ai/articles/job-codes-and-preferred-job-codes.md): The YY-#####-XXX format, the yearly counter reset, and renaming the damage-type abbreviations behind it.
- [Job status and the job lifecycle](https://help.truerestore.ai/articles/job-status-and-the-job-lifecycle.md): Completed and custom statuses override the automatic On Track, At Risk, and Overdue values from the end date.
- [Finding and filtering jobs](https://help.truerestore.ai/articles/finding-and-filtering-jobs.md): Search by code, number, or address, and sort by date of loss, value, recent activity, or assigned team member.
- [Touring the job detail screen](https://help.truerestore.ai/articles/touring-the-job-detail-screen.md): Where client, insurance, schedule, and location information sits on web versus the mobile tab layout.
- [Locations: rooms within a job](https://help.truerestore.ai/articles/locations-rooms-within-a-job.md): Photos, plans, readings, and scope sheets all hang off a room, which is why you add locations first.
- [Team, participants, and sharing a job externally](https://help.truerestore.ai/articles/team-participants-and-sharing-a-job-externally.md): Add teammates as Participants, and give an adjuster a public link that exposes only what you choose.
- [What is Copilot](https://help.truerestore.ai/articles/what-is-copilot.md): A per-location task list that ticks itself off as you capture photos, readings, notes, and scope answers.
- [Opening Copilot for a location](https://help.truerestore.ai/articles/opening-copilot-for-a-location.md): Tap any location card from the job's Locations grid to open its checklist, with no setup step to complete.
- [Working through location tasks](https://help.truerestore.ai/articles/working-through-location-tasks.md): Read the red, blue, and green progress colors on the grid, and see what each room's checklist asks for.
- [Taking and categorizing photos](https://help.truerestore.ai/articles/taking-and-categorizing-photos.md): Every photo batch gets a category, which controls where it turns up later and how it groups in reports.
- [Annotating photos](https://help.truerestore.ai/articles/annotating-photos.md): Draw, write, and color directly on a photo with Markup, and reopen it later to adjust what you drew.
- [360° photos with Ricoh Theta or Insta360](https://help.truerestore.ai/articles/360-photos-with-ricoh-theta-or-insta360.md): Pair the camera over its own Wi-Fi, trigger the shot from your phone, and reconnect when it sleeps.
- [Videos and the media gallery](https://help.truerestore.ai/articles/videos-and-the-media-gallery.md): Background downloads with a progress ring, resumable playback, and the 5-minute cap per recording.
- [Walkthrough: turn voice and photos into a work note](https://help.truerestore.ai/articles/walkthrough-turn-voice-and-photos-into-a-work-note.md): Narrate up to 5 minutes and snap up to 20 photos, and get a drafted work note to review and publish.
- [Elevation (exterior) photos](https://help.truerestore.ai/articles/elevation-exterior-photos.md): The single exterior cover shot that identifies a job on cards and reports, captured at the job level.
- [Creating a floor plan with a LiDAR scan](https://help.truerestore.ai/articles/creating-a-floor-plan-with-a-lidar-scan.md): Which iPhone and iPad models can scan, the six setup tips, and how to walk a single room per capture.
- [Uploading or hand-drawing a floor plan](https://help.truerestore.ai/articles/uploading-or-hand-drawing-a-floor-plan.md): Photograph a sketch or draw the walls by hand to get a map you can take moisture readings on.
- [Fixing a floor plan that needs a retake](https://help.truerestore.ai/articles/fixing-a-floor-plan-that-needs-a-retake.md): Redraw, re-scan, or upload a replacement onto the same plan so existing moisture points stay in place.
- [Adding moisture points and material readings](https://help.truerestore.ai/articles/adding-moisture-points-and-material-readings.md): Tap the 2D plan to drop a point on a floor, wall, or ceiling, then log a percentage and the material tested.
- [Atmospheric readings and drying progress](https://help.truerestore.ai/articles/atmospheric-readings-and-drying-progress.md): Temperature, humidity, and GPP per location, and why GPP beats relative humidity for judging drying.
- [Two ways to track equipment, and how to choose](https://help.truerestore.ai/articles/two-ways-to-track-equipment-and-how-to-choose.md): Daily quantities per type versus individually coded units, and which one fits how your company bills.
- [Using codeless equipment tracking](https://help.truerestore.ai/articles/using-codeless-equipment-tracking.md): Enter a daily count per equipment type on a location's calendar, with shortcuts to copy the previous day.
- [Using legacy (serial-number) equipment tracking](https://help.truerestore.ai/articles/using-legacy-serial-number-equipment-tracking.md): Register coded units in your catalog, assign them to a location, and log Placed, Active, Moved, or Removed.
- [Sizing equipment with the Equipment Calculator](https://help.truerestore.ai/articles/sizing-equipment-with-the-equipment-calculator.md): Work out how many dehumidifiers and air movers a room needs before you place and log anything.
- [What are scope sheets](https://help.truerestore.ai/articles/what-are-scope-sheets.md): A structured digital checklist by category, with consistent units that carry through to an estimate later.
- [Filling out a scope sheet in the field](https://help.truerestore.ai/articles/filling-out-a-scope-sheet-in-the-field.md): Tap a category card to answer its questions, and see repeating groups appear from your earlier selections.
- [Flooring scope sheets and the job-level summary](https://help.truerestore.ai/articles/flooring-scope-sheets-and-the-job-level-summary.md): Dedicated mitigation and reconstruction detail for flooring, plus pulling chamber size from a floor plan.
- [Filling out a form](https://help.truerestore.ai/articles/filling-out-a-form.md): Start from the Forms tab or a feed quick link, and save unfinished answers as a draft if you back out.
- [Your form library: static vs. custom forms](https://help.truerestore.ai/articles/your-form-library-static-vs-custom-forms.md): Editable forms your team builds sit alongside built-in ones, including the default Daily Job Log.
- [Creating and managing custom forms](https://help.truerestore.ai/articles/creating-and-managing-custom-forms.md): Add questions of ten different types in the builder, then publish the form for the field to fill out.
- [Reviewing, editing, and exporting form responses](https://help.truerestore.ai/articles/reviewing-editing-and-exporting-form-responses.md): Read submitted answers, mark them reviewed for the office, and correct one after the fact if needed.
- [Job documents and folders](https://help.truerestore.ai/articles/job-documents-and-folders.md): Upload contracts and correspondence into folders, or scan paper into a PDF from the mobile camera.
- [Sending documents for signature with eSignature](https://help.truerestore.ai/articles/sending-documents-for-signature-with-esignature.md): DocuSign-backed envelopes for real contracts and authorizations, tracked from sent to viewed to signed.
- [Time & Materials schedules and sell price](https://help.truerestore.ai/articles/time-and-materials-schedules-and-sell-price.md): Per-item cost and margin drive the customer price through the gross-margin formula cost divided by one minus margin.
- [Requesting a Xactimate (ESX) estimate](https://help.truerestore.ai/articles/requesting-a-xactimate-esx-estimate.md): Pick locations, equipment, materials, and estimate types, then choose credits or pay-as-you-go before submitting.
- [Estimate credits and pay-as-you-go](https://help.truerestore.ai/articles/estimate-credits-and-pay-as-you-go.md): Prepaid credits versus per-request billing, the $99 submission fee, and topping up when a value runs high.
- [Building a proposal](https://help.truerestore.ai/articles/building-a-proposal.md): Pick a quick ROM ballpark or a detailed scope-sheet build, with an AI first draft you can skip entirely.
- [Refining a proposal with AI](https://help.truerestore.ai/articles/refining-a-proposal-with-ai.md): Add, remove, and reword line items and sections by asking in plain language instead of editing fields.
- [Sending, signing, and tracking a proposal](https://help.truerestore.ai/articles/sending-signing-and-tracking-a-proposal.md): A secure no-login link where the customer accepts or rejects, capturing a signature and timestamped PDF.
- [Filling out a T&M form in the field](https://help.truerestore.ai/articles/filling-out-a-tandm-form-in-the-field.md): Log the day's labor, equipment run time, and materials against job codes for the office to review.
- [Auditing and reconciling T&M entries](https://help.truerestore.ai/articles/auditing-and-reconciling-tandm-entries.md): Check labor, equipment, and material rows priced from your schedule, then mark each one reviewed.
- [Turning T&M into an invoice](https://help.truerestore.ai/articles/turning-tandm-into-an-invoice.md): Export reviewed entries to PDF or CSV, or raise an invoice that moves through its own approval flow.
- [The job activity feed](https://help.truerestore.ai/articles/the-job-activity-feed.md): A chronological, offline-readable history you can filter by type or location, and pin posts to the top of.
- [Work tags vs. work notes](https://help.truerestore.ai/articles/work-tags-vs-work-notes.md): Checkbox flags describing the work done versus written posts with real formatting in the activity feed.
- [Comments and team communication](https://help.truerestore.ai/articles/comments-and-team-communication.md): Keep questions attached to the photo or reading they are about instead of in texts and email threads.
- [Notifications](https://help.truerestore.ai/articles/notifications.md): Your personal list of assignments, mentions, and replies, kept separate from everything on the job feed.
- [Saving a job for offline use](https://help.truerestore.ai/articles/saving-a-job-for-offline-use.md): Your 15 latest jobs download on their own, and an explicit save keeps a specific job on the device.
- [What works offline](https://help.truerestore.ai/articles/what-works-offline.md): Nearly all field capture keeps working on a downloaded job, and the short list of features that will not.
- [Understanding sync status](https://help.truerestore.ai/articles/understanding-sync-status.md): One bar combines download progress with items waiting to upload, with more detail on the Offline Data screen.
- [How conflicts are resolved](https://help.truerestore.ai/articles/how-conflicts-are-resolved.md): When two people edit the same thing offline, the newer timestamp wins and no manual merge is needed.
- [Adding and managing contacts](https://help.truerestore.ai/articles/adding-and-managing-contacts.md): Store owners, adjusters, and vendors with phone, email, and relationship, with duplicate suggestions as you type.
- [Adding and managing companies](https://help.truerestore.ai/articles/adding-and-managing-companies.md): Keep carriers, vendors, and property managers on file with billing details, logos, and an account manager.
- [Linking contacts and companies to jobs](https://help.truerestore.ai/articles/linking-contacts-and-companies-to-jobs.md): Attach the customer, carrier, adjuster, or vendor so everyone working the job can see who is involved.
- [Merging duplicates and tracking activity](https://help.truerestore.ai/articles/merging-duplicates-and-tracking-activity.md): Combine two records into one, log calls and meetings against a contact, and track deals through a pipeline.
- [Roles and permissions explained](https://help.truerestore.ai/articles/roles-and-permissions-explained.md): A side-by-side table of what a Technician, Project Lead, Admin, and External User can each reach.
- [Inviting and managing team members](https://help.truerestore.ai/articles/inviting-and-managing-team-members.md): Send an invite with a temporary password, then filter, edit roles, or deactivate access without losing history.
- [Company and branding settings](https://help.truerestore.ai/articles/company-and-branding-settings.md): The name, logo, and contact details that appear on customer-facing reports, plus your own personal profile.
- [Job, equipment, forms, and T&M settings](https://help.truerestore.ai/articles/job-equipment-forms-and-tandm-settings.md): The admin settings behind job statuses, damage and work types, equipment catalogs, forms, and pricing.
- [Integrations](https://help.truerestore.ai/articles/integrations.md): Zapier, ServiceTitan, Workiz, and the open API, and which of them you can set up yourself today.
- [Managing your plan and payment method](https://help.truerestore.ai/articles/managing-your-plan-and-payment-method.md): See your current plan and card, and use Stripe's portal to change payment or cancel the subscription.
- [Payment history](https://help.truerestore.ai/articles/payment-history.md): Every subscription invoice and credit purchase in one list, so you never have to log into Stripe.
- [If a payment fails](https://help.truerestore.ai/articles/if-a-payment-fails.md): You get 7 days and repeated warnings to update the card in Stripe before job creation switches off.
- [Buying estimate credits](https://help.truerestore.ai/articles/buying-estimate-credits.md): Prepay for ESX requests in packs of 5, 10, or 20 from the Store, with no expiration on the balance.
- [Report types at a glance](https://help.truerestore.ai/articles/report-types-at-a-glance.md): What each of the four job reports covers, and where estimate, invoice, and change order PDFs come from.
- [Building a Summary of Loss report](https://help.truerestore.ai/articles/building-a-summary-of-loss-report.md): The full carrier or customer package, pulling photos, readings, equipment use, and a damage narrative together.
- [Photo, Moisture, and Equipment reports](https://help.truerestore.ai/articles/photo-moisture-and-equipment-reports.md): Three narrower PDFs for when you need photos, drying progress, or equipment use without the full package.
- [Tracking job activity](https://help.truerestore.ai/articles/tracking-job-activity.md): Performance Hub shows Project Leads and Admins which jobs are being posted to and which have gone quiet.
- [The team leaderboard](https://help.truerestore.ai/articles/the-team-leaderboard.md): Ranks people by how much they document over 7, 30, or 90 days, not by profitability or work quality.
- [What Ripple can do](https://help.truerestore.ai/articles/what-ripple-can-do.md): The job data it can look up and summarize, and why it cannot create or edit anything for you yet.
- [Asking Ripple about a job](https://help.truerestore.ai/articles/asking-ripple-about-a-job.md): Question all your jobs from the Jobs list, or just one job from inside it, with answers synced across devices.
- [Voice mode and limitations](https://help.truerestore.ai/articles/voice-mode-and-limitations.md): Speak your question and hear the answer read back, within a 30-message hourly and company daily cap.
- [My Ricoh Theta camera won't connect](https://help.truerestore.ai/articles/my-ricoh-theta-camera-wont-connect.md): The camera's own Wi-Fi is the usual culprit, especially after it falls asleep between shots.
- [I don't see the option to scan with LiDAR](https://help.truerestore.ai/articles/i-dont-see-the-option-to-scan-with-lidar.md): Devices without the sensor get photo upload and hand-drawn walls instead, which work on any phone.
- [A photo or reading seems stuck syncing](https://help.truerestore.ai/articles/a-photo-or-reading-seems-stuck-syncing.md): Nothing is lost while you wait: queued items upload in creation order once a connection returns.
- [I can't create a new job](https://help.truerestore.ai/articles/i-cant-create-a-new-job.md): A past-due subscription payment disables job creation until an admin updates the card on the Billing page.
- [The job code on screen doesn't match my own reference number](https://help.truerestore.ai/articles/the-job-code-on-screen-doesnt-match-my-own-reference-number.md): An admin can switch the display to your customer reference number instead of the internal code.
- [It says my email is already registered](https://help.truerestore.ai/articles/it-says-my-email-is-already-registered.md): One email holds one password, so ask the second company's admin to invite you and get a linked account.
- [Photos or videos won't download on Android](https://help.truerestore.ai/articles/photos-or-videos-wont-download-on-android.md): A full device storage cache stalls downloads in a way that looks exactly like a bad connection.