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Getting started
Getting started
Signing in, finding your way around, the home dashboard, notifications, and the mobile app.
Navigation
Finding your way around Trussi
Concept
What 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
Notifications
Notifications
Concept
The Notifications screen lists what Trussi has notified you about.
Search
Searching across the CRM
Concept
The 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 app
Concept
The 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 videos
Concept
Report an Issue at the bottom of the sidebar opens the support drawer.