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Getting started
Getting started
Signing in, finding your way around, the home dashboard, notifications, and the mobile app.
First week
Your first week with Trussi
Concept
A 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 Microsoft
How-to
Use 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 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
Home dashboard
Home dashboard
Concept
What 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
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.