Getting started

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

See how this fits the platform on the Trussi platform page.

First week

Your first week with TrussiConceptA recommended order for learning Trussi in your first week, from signing in to building your first quote.Updated Sep 2, 2026

Signing in

Signing in with Google or MicrosoftHow-toUse a Google or Microsoft work account to sign in to Trussi instead of typing a password, and what to do if it turns you away.Updated Sep 5, 2026

Navigation

Finding your way around TrussiConceptWhat each item in the left sidebar opens, where account settings and training live, and why a menu item you expected might be missing.Updated Sep 2, 2026

Home dashboard

Home 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.Updated Sep 2, 2026

Notifications

NotificationsConceptThe Notifications screen lists what Trussi has notified you about.

Search

Searching across the CRMConceptThe search box in the header searches across records rather than within one screen, so an address, a customer name or a job number finds the project from anywhere.

Mobile app

The mobile appConceptThe Trussi mobile app puts your projects, quotes, checklists and photos on your phone, signed into the same account as the web CRM.Updated Sep 2, 2026

Getting help

Getting help: support tickets and training videosConceptReport an Issue at the bottom of the sidebar opens the support drawer.