Finding your way around Trussi
What each item in the left sidebar opens, where account settings and training live, and why a menu item you expected might be missing.
On this page
The left sidebar is the main navigation. Top to bottom, this is what each entry opens.
| Sidebar item | What it opens |
|---|---|
| Home | Your dashboard: pipeline counts, action items, latest activity, and the sales leaderboard. |
| Projects | Every project, in list or board view. The plus button next to it starts a new project. |
| Production | Scheduler Manager, Order Manager, Quote Templates, and Labor Manager. |
| Finance | Export Spend and Export Payments. Appears once QuickBooks is connected. |
| Marketing | Customer Care, Channels, and Voice Agent when the Voice Agent add-on is connected. |
| Executive | Sales by Market, Cash Flow, Collections, and Team. |
| Reports | The report screens, including any custom reports built for your account. |
| Call Center | The agent console. Appears only when Five9 is connected. |
At the bottom of the sidebar sit the Trussi AI button and Report an Issue, which opens the support drawer. Account settings live under your name in the top right, and the training library is under Help & Training in the same menu.
Why a menu item is missing for you
Each section appears only when your role has the matching permission, so an item a colleague can see may simply not be granted to you. Two sections also depend on an integration rather than a permission: Finance needs QuickBooks connected, and Call Center needs Five9. If something you expect is not there, an account admin can check both under Roles and permissions.
Search
The search box at the top of every screen finds projects, customers, users, and subcontractors by name, job number, address, phone number, or email. Press Ctrl + K (Cmd + K on a Mac) to jump to it from anywhere.
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Related articles
- Getting help: support tickets and training videosReport an Issue at the bottom of the sidebar opens the support drawer.
- NotificationsThe Notifications screen lists what Trussi has notified you about.
- Searching across the CRMThe 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.
- The mobile appThe Trussi mobile app puts your projects, quotes, checklists and photos on your phone, signed into the same account as the web CRM.