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Guides for every part of Trussi, written for the office and the field.

Popular:Message translationReturned payments and chargebacksHome dashboardYour first week with Trussi

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7 articles

Getting started

Signing in, finding your way around, the home dashboard, notifications, and the mobile app.

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10 articles

Projects & pipeline

Creating projects, leads versus projects, pipeline stages, the project tabs, customers, and appointments.

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9 articles

Estimating & quotes

Measurements, dimensions, worksheets, quotes, quote templates, and the catalog of items quotes are built from.

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6 articles

Production & scheduling

The production hub, scheduling crews and trades, material orders, subcontractors, and in-house inventory.

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6 articles

Finance & payments

Invoices, collecting payments, returned payments, and sending spend and payments to QuickBooks.

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7 articles

Marketing & customer care

Lead channels and spend, customer care follow-ups, the call center, the voice agent, and the homeowner portal.

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4 articles

Reports & dashboards

Sales by market, cash flow, collections, team performance, and the report screens.

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6 articles

Integrations

Connecting QuickBooks, measurement providers, suppliers, DocuSign, texting, calling, and Google.

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5 articles

AI & automations

Trussi AI, AI estimates, photo captions, automation rules, segments, and follow-up sequences.

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6 articles

Account & team settings

Users and roles, permissions, locations and branches, option lists, pipelines, custom fields, billing, and add-ons.

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Recently updated

Fresh from the writing desk.

Message translationConceptHow Trussi detects the language of a customer's message, shows your team an English translation next to the original, and translates replies back.Marketing & customer care · Updated Sep 2, 2026Returned payments and chargebacksConceptWhen a customer's payment bounces or is disputed, Trussi restores the balance automatically and tells your office what to do next.Finance & payments · Updated Sep 2, 2026Home dashboardConceptWhat you see on Trussi's landing screen after signing in, and exactly what each pipeline count, daily figure and leaderboard number is built from.Getting started · Updated Sep 2, 2026Your first week with TrussiConceptA recommended order for learning Trussi in your first week, from signing in to building your first quote.Getting started · Updated Sep 2, 2026In-house inventoryConceptWhat the In-House Inventory add-on tracks, how it connects to quotes and orders, and what it needs to be turned on.Production & scheduling · Updated Sep 2, 2026Custom reportsConceptBuild your own report on projects or customers, choosing the columns, filters, grouping and chart, and save it as private or shared.Reports & dashboards · Updated Sep 2, 2026

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