What's new in Trussi.AI.

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 processed through Payabli.

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.

Payabli 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 backed by Payabli.
• 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.