The Trurep field guide
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Better days in the field.
Find the right next step for your account, your team, and the work you do with Trurep.
Browse 47 practical guides, organized around your role.
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47 guides found
Getting started
6 guidesGetting started
What is Trurep?
Understand the field, delivery, and management work Trurep brings into one workspace.
Getting started
Which industry should I choose at signup?
Choose the industry closest to your work and understand how it affects your workspace.
Getting started
How do the plans and Fleet work?
Compare field sales plans with the delivery-focused Fleet option before choosing a workspace.
Getting started
Create your organization workspace
Sign up, select your industry and plan, then prepare your first team members.
Getting started
Get started with the Trurep mobile app
Choose the right sign-in, find your role’s tools, and distinguish field work from manager catalog tasks.
Getting started
Accept an invitation to a Trurep team
Use the invitation sent to your own email address to join the right workspace.
Account & access
4 guidesAccount & access
Sign in or reset your password
Recover access to your account without sharing credentials with anyone.
Account & access
Update your profile and preferences
Find personal account settings and choose the alerts you want to receive.
Account & access
Keep your Trurep account secure
Protect access to customer, location, billing, and team information.
Account & access
Request deletion of your personal account
Learn where to submit a deletion request and what happens to business records.
Team & permissions
6 guidesTeam & permissions
Invite agents, managers, and drivers
Add people to an organization with the correct role, branch, and capacity.
Team & permissions
Resend, revoke, or correct a pending invitation
Manage an invite before the recipient accepts it.
Team & permissions
Understand organization roles and permissions
Give team members only the actions their work requires.
Team & permissions
Check or restrict a member’s access
Review member status and branch scope when a person cannot see expected work.
Team & permissions
Create and manage branches
Organize Enterprise teams and records into branch-scoped workspaces.
Team & permissions
Block or remove a team member
Stop someone’s access while preserving the organization’s work history.
Customers
5 guidesCustomers
Add customers and their site locations
Prepare the customer records agents need for assigned visits and sales.
Customers
Plan and complete customer follow-ups
Track a next call, visit, quote, or other customer action without treating it as a sale.
Customers
Manage the product catalog
Add and edit products on web or mobile, with the right catalog permission and clear sync status.
Customers
Add and edit products in the mobile app
Use Menu → Products or Sales catalog to add items, change prices, and check mobile sync status.
Customers
Import customers, products, or historical sales
Upload a CSV or Excel file and review the field mapping before importing.
Field work
6 guidesField work
Make a GPS-verified site check-in
Record a customer visit with its location, site photo, and notes.
Field work
Find your check-ins and visit history
See what you recorded and whether a visit is still waiting to sync.
Field work
Review a flagged customer visit
Use the recorded evidence and review workflow before deciding what happened.
Field work
Record a sale from the mobile app
Link a sale to a customer and save its value or product quantities.
Field work
What if an offline sale has a price conflict?
Understand why a queued product sale may need attention after catalog prices change.
Field work
Use My Day and personal activity
Keep track of your own assigned work and recently recorded activity.
Offline & sync
3 guidesOffline & sync
Prepare the mobile app before working offline
Download the customers and products you need while connected.
Offline & sync
Check the mobile Sync queue
See pending offline work and retry entries that did not upload.
Offline & sync
What works offline, and what still needs internet?
Separate saved field records from live collaboration and road navigation.
Deliveries
8 guidesDeliveries
Set up drivers and delivery access
Prepare a Fleet workspace or driver add-on before assigning delivery work.
Deliveries
Start and end your driver shift
Control when the app shares your duty location with your organization.
Deliveries
Can I start a delivery while off shift?
Understand the daily off-shift start allowance and when a shift is needed.
Deliveries
Start a delivery with directions
Choose a destination, get a route, and begin a tracked run.
Deliveries
What happens to directions when the internet drops?
Know which parts of an active delivery can continue and which cannot be guaranteed offline.
Deliveries
Finish or cancel a delivery
Record arrival proof when completing a run, or cancel the run when appropriate.
Deliveries
Read the live driver map and location freshness
Tell a recent GPS position from a stale or disconnected one.
Deliveries
Review a completed delivery
Find recorded destination, route trail, check-ins, and review flags after a run.
Messages & insights
4 guidesMessages & insights
Use team messages
Contact your team from the app when you have a connection.
Messages & insights
Set up notifications and alerts
Check in-app alerts and the phone settings that affect push delivery.
Messages & insights
Read your operations dashboard
Use the web dashboard to see received field activity in the right scope.
Messages & insights
Use analytics, reports, and exports
Review trends and download a scoped report when your plan and role allow it.
Plans & billing
4 guidesPlans & billing
How does a Trurep trial work?
Understand the trial clock, included features, and what happens when it ends.
Plans & billing
Subscribe or change your plan
Use Billing to review an offer and complete secure checkout.
Plans & billing
Purchase and assign driver slots
Give each delivery driver the paid capacity needed for tracking.
Plans & billing
Cancel renewal or restore an expired plan
Understand whether access ends now or at the close of a paid period.