Marketing & customer care

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

Lead sources and channels

Daily log and lead sourcesReferenceBeyond customer care and channels, marketing carries a daily log and a lead-sources screen.Inbound leads, routing and offeringConceptTrussi can route a new inbound lead to the nearest location and offer it to a project manager, but both behaviors stay off until an account turns them on.Updated Sep 2, 2026

Call center

The call centerConceptWhat Trussi's Five9 call center dashboard and live agent panel show, and what a call center user does with an inbound or outbound call.Updated Sep 2, 2026

Voice agent

The voice agentConceptWhat the voice agent does for a roofing company, how calls reach it, and what an account needs configured before it appears.Updated Sep 2, 2026

Homeowner portal

The homeowner portalConceptCustomers get their own signed-in view of their project, the homeowner portal, separate from the CRM.

Texting and email

Texting and emailConceptHow your office texts and emails customers from a project, where those conversations live, and what setting up a phone number involves.Updated Sep 2, 2026