What's new in Trussi.AI.

Billing got a broad pass this cycle. Trials now require a card up front, and founders pricing with custom seat rates replaces the old trial discount structure.

• Starting a trial now requires a card on file.
• Founders expiry pricing and custom seat rates replace trial discounts.
• Flat fee accounts are gated on first invoice, with the flat fee folded into pricing.
• Paid add ons now support tiered pricing, prorated activation, and charge reversals.
• A new flat monthly account plan is available alongside per seat pricing.

Quote activity now feeds the rest of the platform. Emailing a quote counts it as sent immediately, and every sent, viewed, or signed event fires for automations, webhooks, and PM alerts. Sending for signature now happens in one click from the Share dialog.

• A quote emailed to the customer counts as sent, with the stage strip refreshing live.
• Quote sent, viewed, and signed events now trigger automations, webhooks, and PM alerts.
• One click, provider only signature sending from the Share dialog.
• Per item fixed pricing is treated consistently as a cost basis, on web and mobile.

Permissions moved onto a dedicated roles rail. Accounts can define up to three custom roles, a new account owner tier sits above account admin, and day to day billing control has moved back to admins.

• Custom roles rail, capped at three roles per account.
• New account owner tier above account admin, narrowed to cancelling and checkout.
• Accounts can define their own roles.
• Bulk role changes and archiving from the Manage Team screen.
• Team invites now check plan limits before ownership rules.
• Commission approve, pay, reject, edit, and delete actions are each gated by permission.
• Pipeline stage movement permissions can be set per stage, enforced the same way on the sales app.

Trussi now shows the fee ceiling on a payment and enforces it against the allowed ticket range. ACH returns and chargebacks are handled automatically, and a handful of payment classification bugs are fixed.

• Fee ceiling is shown and enforced against the ticket range.
• ACH returns and chargebacks are now handled automatically.
• Discover cards are correctly classified as debit.
• Fixed legitimate payments being incorrectly blocked as fraud.
• Payment pages can be white labeled to match an account's branding.
• Payments can be recorded manually when they arrive outside the normal flow.
• Crews can take payments, and record paid and expense entries, directly from the sales app.

Custom dashboards picked up several upgrades: Balance Due by Payment Status moved under the summary with saved layouts, collections drilldowns show contract value with clickable rows, and PM role filters now correctly include teammates with a sales goal.

• Balance Due by Payment Status grouped into categories with expandable sub status rows, moved under the dashboard summary, with layouts that save automatically.
• Collections drilldowns show contract value with clickable rows through to the record.
• PM role filters on cards now also match users who carry a sales goal.
• Per job last touched, drilled down through nested teams, as its own reports column.
• Opening the team drawer from a branch leader's card is noticeably faster.
• Dark theme support in the widget store.

Accounts can now run more than one branch under a single location, and job subtypes can be multi selected across the CRM, reports, and the API.

Reports got more filterable and more accurate. Grouped totals now compute across the full data set instead of just the visible page, and new columns cover zip code, insurance company, job cost benchmarks, and job profit.

• Grouped totals now compute over every group, not just the visible page.
• Filter field list is searchable, with the option to pin a record link in drill downs.
• New zip code column and filter, and an insurance company filter with payment status.
• Job cost benchmark and job profit analysis columns.
• Fixed the assigned to filter not working.

Creating or viewing a project now surfaces context about the customer if they already exist in the system, and project addresses can be reused directly when starting a new project for that customer.

A new Production Hub brings production related tools together in one place instead of spreading them across separate pages.

Automations can now send appointment reminders automatically, and every automation keeps a run history. Quotas keep runaway automations in check, and a misbehaving webhook now disables itself instead of retrying forever.

• Automated appointment reminders, with every run recorded on the job it touched.
• Quota handling and run history for automations.
• Automations can no longer send to addresses still sitting in draft.
• A webhook endpoint disables fast after a 410 response, with a 24 hour floor before it can fire again.

Invite emails are more reliable and can be resent from Manage Team at any time. Admins can also activate or deactivate users in bulk, with a payment preview and single charge invoicing shown up front.

• Invite emails are more reliable, with a resend option from Manage Team.
• Bulk user activation and deactivation, with a payment preview before charging.
• Account dropdowns are now searchable and sorted alphabetically.
• The initial appointment on a project can include additional attendees.

Supplements can now be printed, saved, or emailed as a PDF, including exporting one directly to attach to an adjuster email.

New notifications now appear in the bell list immediately without a refresh, and filter options select instantly instead of dropping clicks under load.

Stages that could never actually be deleted can now be archived, keeping historical data intact. Photo markups and signup logos also no longer fail when they land close to the 1 MB action limit, and moving a lead now moves its calendar event with it.

Every project already surfaces a weather forecast and hail impact analysis; this cycle added a per branch weather card to the scheduler, search that persists across navigation, and a graceful fallback when a branch address is incomplete.

A webhook endpoint now disables itself fast after a 410 response and stays off for at least 24 hours, notifying the creator either way instead of retrying silently forever.

RoofScope measurement handling improved across the CRM and sales app, and EagleView reports now support properties with multiple structures on both platforms.

A new self supplier flow lets teams place and track their own material orders end to end, rolled out in phases from catalog through order management. Warranty tracking on a project also shipped alongside it.

The subcontractor page now shows job history, and calendar events in the sales app now display branch location.

Accounts can now set up automated review request templates per language from the account automations tab.

A new Home Depot supplier connection lays the foundation for ordering materials directly from Home Depot, and customer notes can now be added from the sales app.

Trussi now integrates natively with Meta's ad platform. Google Ads migrated to API v25, and a sync failure now surfaces instead of failing silently while keeping the last known good metrics.

Follow up automations no longer emit a flood of duplicate notifications.

A new per user performance stats system rolled out in phases: sales, speed, and activity first, then pipeline health and operational accountability, giving executives a fuller picture of individual performance.

• Phase 0: foundation for per user performance stats.
• Phase 1: sales, speed, and activity card.
• Phase 2: pipeline health and operational accountability.

A full call center dashboard shipped this cycle, capturing every call with dedicated agent views, click to dial, and drilldowns by outcome and department.

• Call center dashboard with full call capture and agent views.
• Click to dial beside project phone numbers.
• Answered vs missed calls as a drilldown, filterable by department.
• Inbound calls now create and enrich leads automatically, with a caller first flow and per customer notes.
• Call times shown in the viewer's own local time zone.
• Fixed the call bar not clearing after a call ends without data, and agents no longer screen pop on their own dialed calls.

The scheduler page has been reworked to cover every pipeline stage instead of a fixed subset, and the inline email composer now shows a preview of the sender's signature before sending.

A new lead offering system lets PMs receive and respond to lead offers, on both the CRM and the sales app, with assignment limits and a full activity trail.

• PMs can receive and respond to lead offers, including from the sales app.
• PMs can set a lead assignment limit, or opt out of new assignments entirely.
• Offers can include an appointment, with a shorter response window.
• Admins can cancel an active offer, and assignment state stays consistent end to end.
• Fixed leads showing as still offered, or getting assigned to two people at once.

A dedicated webhook delivery system now powers outbound webhooks across the platform, and pipeline stages can now have their own sub stages on both web and mobile.

Trussi can now receive inbound SMS messages, and a new CompanyCam integration brings jobsite photos into the platform.

Checklists gained richer formatting on both the web dashboard and the sales app, and checklist state now stays in sync when one is reopened.

Product search now runs on Atlas with brand facets and highlighted matches in the item picker.

Projects now support uploading and streaming video, backed by AWS MediaConvert.

Every project now surfaces a weather forecast and hail impact analysis, with the same forecast available on the scheduler's calendar.

The sales app now supports Apple push notifications.

Reports now include job profit analysis columns, alongside marketing channel date presets for comparing periods.

Payment pages can now be white labeled to match an account's own branding, and a new job cost analysis view breaks down cost against a project.

The advanced dashboard now links directly to AI summaries, which can be collapsed or expanded, and photo handling picked up auto categorization and lightbox improvements.

HOVER measurements now flow directly into Trussi and into the sales app, mapped to their real shape instead of a generic format, and any communication thread can now be followed by teammates who did not send or receive the original message.

Customers now get an email notification when a new portal message arrives, and invoices can include a promo footer.

Checklist templates are now dynamic and can gate movement through pipeline stages, with an admin review flow and a matching action required screen on the sales app.

A new advanced dashboards module and AI usage tracking are now available from account settings.

Custom reports can now be grouped and filtered by payment method, and account-level lead capture got a refreshed form.

Added secondary assigned-to and calendar attendee support to the mobile app, alongside subject lines on communication threads.

Fixed two precision issues that affected quote totals.

• Quote line items now accept decimal quantities.
• Labor cost totals now sum each item's fixed price correctly.
• Mobile calendar restores labor and material events in the all-users view.

Generate and send payment invoices directly from a project, with more detail captured in the payment activity log.

Added configurable accounting fees for debit card payments.

ABC Supply, QXO, and SRS now share one consistent ordering experience inside Trussi.

• ABC ordering drawer redesigned to match the QXO and SRS layout.
• Import material sources from past order templates or purchase history.
• Multi-account support for ABC Supply.
• 180 day purchase history view for every supplier.

Payment errors are now easier to see and act on.

• Field level errors show as popovers above the input.
• Decline reasons are surfaced directly in the payment UI.
• Card transactions now send billing address for AVS, reducing false declines.

Home now surfaces daily update cards and executive summaries, so teams start the day knowing what changed.

The quote editor now autosaves as you work, with a status indicator so you always know your changes are saved.

The global calendar loads faster and shows more context at a glance.

• Customer name and project number now display directly on calendar events.
• New event tabs, sorting, and carry-over differentiation.
• Search the subcontractor list by company or subcontractor name.

Collections and team reporting got sharper.

• Collections leaderboard now ranks by top outstanding balance.
• Team roster view adds MTD, YTD, and Lifetime filters with a pace to goal chart.
• Reports gained an average job value column and a chart or table view toggle.

The mobile app now enforces the same granular permissions as web.

• Dashboard and project permissions sync from web.
• Calendar event permissions and capabilities.
• Account configured file categories for photos and documents.
• Worksheet tab hides automatically when view permission is disabled.

Executive Summary cards now use AI to surface what matters most from your business data automatically.

The executive cash flow view adds a custom date range selector, and accounts receivable aging now correctly includes approved and completed stages.

Introduced seat usage tracking and account billing for licensed users.

• Seat usage page for admins.
• Sessions are scoped to active seats.

Rolled out fine grained permission controls across the platform, so admins can precisely control what each role can see and do.

• Per module permissions for production, projects, orders, quotes, payments, calendar, and reporting.
• New Back Office role with its own operational permission set.
• Executive and marketing sections now respect permission settings.
• Leaderboard and team drilldown access can be scoped by role.

Added a direct integration with SRS Distribution for material pricing and ordering, joining Beacon/QXO and ABC Supply.

Revenue forecasting now works with any account's custom pipeline, and admins can compare roles side by side when managing permissions.

Added a seasonal funnel model for deterministic revenue planning, refreshed the sales leaderboard, and expanded EagleView report handling.

Quotes generate cleaner PDFs with a redesigned preview, and shared quote emails now include the job number.

New Collections dashboard surfaces outstanding balances and aging across the business, alongside a Payments tab inside project communications.

Field teams can now manage the full estimate to order workflow from their phone.

• New Quotes and Orders tabs.
• Supplements and profit sections.
• Full quote editor and quote preview screens.
• Customer detail screen with editable customer name fields.

Customers can now pay their balance online.

• Pay balance link for customers.
• Embedded card checkout and check payment processing.
• Detailed payment activity logs.

Set annual and monthly sales goals by location or by individual rep, and track progress on the executive dashboard.

The mobile app now reflects each account's custom pipeline stages, matching the web experience.

Accounts can now define their own pipelines and stages, with full stage history tracking on every project. Reporting, dashboards, and forecasting all respect each account's custom pipeline.

Added an account level job type and subtype catalog, plus a dedicated unassigned leads column on the pipeline.

Project communications got a refresh.

• Inline message editing.
• @mentions with autocomplete.
• Messages grouped by date for easier scanning.
• Improved file picker and email attachment visibility.

Quotes now support an overhead percentage, factored automatically into profit metrics, with a quick preview button on every quote card.

Streamlined how production orders get created and scheduled.

• Create order flow moved into an inline drawer with crew selection built in.
• General improvements and better defaults throughout the quote flow.

A major round of fixes and enhancements landed across custom reports.

• Group reports by milestone count.
• Fixed chart versus table discrepancies and report export issues.
• Reports now correctly include all financial and date fields on export.

Added a direct integration with ABC Supply, alongside new Marketing and Customer Care dashboards.

• Order materials from ABC Supply without leaving a project.
• New Marketing dashboard for channel performance.
• New Customer Care dashboard.

The iOS and Android apps gained three new capabilities.

• Push notifications via Firebase on iOS.
• Improved document scanning with better navigation and prompts.
• Share images, PDFs, and files directly into Trussi from other apps.

Connected Trussi directly to Beacon's QXO platform for live material pricing and ordering.

• Full Beacon catalog and pricing sync.
• Submit material orders to Beacon/QXO without leaving a project.
• Estimate templates sync prices automatically from the supplier catalog.

Added commissions tracking, plus subcontractor support and view improvements in the production scheduler.

Call center reps can now dial directly from Trussi with Five9 click-to-dial, and Google Calendar sync no longer creates duplicate events.

Fixed document and photo counts not displaying correctly, and resolved an upload crash on certain devices.

Tightened the QuickBooks integration so customer and job records stay in sync.

• Projects can now link directly to QuickBooks jobs.
• Subcontractors can be grouped in crew search.
• Better error handling when QuickBooks lookups fail.

Photos and documents are easier to organize and review.

• Bulk actions for photos, plus category based display.
• Support for HEIC and HEIF (iPhone) photo formats with automatic thumbnails.
• QuickBooks customer and service item import runs faster.

Introduced worksheets, a structured way to track project costs and balance due from estimate to close.

• Upload supporting files directly to a worksheet.
• Worksheet amount cards summarize cost and balance due at a glance.
• Worksheets can be emailed as PDFs.

Rebuilt project and customer search for faster, more relevant results, and added crew availability tracking to the scheduler.

• Search results are now categorized for faster scanning.
• New filters for unassigned and dead projects.

Estimating templates got faster to manage at scale.

• Bulk edit descriptions across template line items.
• Higher CSV upload limits for importing templates.
• Crews now support custom colors on the scheduler.

New Profit Analysis tab gives teams a real time view of margin on every job.

Added a dedicated Payments tab on every project, plus account level general expense settings.

• Record payments with or without an invoice on file.
• Track general business expenses separately from job costs.

Track supplement requests on a project from submission through approval, including supporting file uploads.

Added a structured approval flow for closing out project milestones, with the ability to request changes.

• Closed checklist approvals now route through a review modal.
• Milestones support rejection with a reason, so the assigned team knows what to fix.

Home and Projects got quicker and more precise, with new filters and a significantly faster dashboard load.

• Added a date filter on Home and a location filter on Projects.
• Project managers now see only the projects assigned to them.

Trussi.AI launched today as the all in one platform for roofing companies, combining CRM, estimating, production scheduling, finance, and executive reporting in one system, on web and mobile.

• Pipeline based project management from lead to paid, with role based dashboards for sales reps, production managers, and executives.
• Quote and estimate builder with templates, line items, and PDF generation.
• Production scheduling and crew management with a visual calendar.
• Native iOS and Android apps for field sales and project teams.
• AI driven lead scoring and project prediction, backed by US Patent 12,131,277.