Trussi Customer Onboarding

1 Company Information

Tell us about your business

Tell us how your business is set up so we can prepare your account.

Company Name *

Primary Contact Name *

Primary Contact Email *

Primary Contact Phone *

Secondary Contact Name

Add anyone else we should include in onboarding communication.

Secondary Contact Email

Total Employees *

Number of Locations / Branches *

Services Offered *

Select all that apply.

Roofing Siding Windows Doors Gutters Solar Other

Company Logo

Upload the version you'd like us to use across your Trussi workspace. PNG or SVG preferred.

⇪ Click to upload or drag and drop PNG, SVG, JPG up to 8MB

2 Current System

What are you migrating from?

Tell us what you're using today so we can prepare setup and migration.

Current CRM / Software *

Other Tools You Use Today

Select all that apply.

QuickBooks CompanyCam Xactimate EagleView RoofScope Google Workspace Slack Foundation Finance Other

We use admin access to review your current setup and prepare your migration into Trussi. Your credentials are used only for onboarding.

CRM Admin Login (Email / Username) *

● Stored securely, used only for migration

CRM Admin Password *

● Encrypted and deleted after migration

CRM Admin URL

Add the login URL if your CRM uses a specific subdomain or sign-in page.

3 Data Migration

What data needs to come over?

Help us understand what should move over first.

Do you need historical data migrated into Trussi? *

Yes, bring over historical data

Contacts, jobs, invoices, and records from your current system.

Only active/recent records

Open jobs, current pipeline, and active contacts only.

Fresh start, no migration needed

Start clean in Trussi with no imported data.

How many years of data?

Approximate total jobs in your system

What matters most in the data? *

Choose the records that matter most for launch.

Contact info Job history Invoices Estimates / Quotes Notes Photos / Documents Custom fields / Tags

Do you have existing quote / estimate templates?

If you already use quote or estimate templates, we can mirror them in Trussi.

Yes, I will share them No, I need help building them

4 Communication and Systems

How does your team communicate?

These details help us set up communication and day-to-day workflows.

Phone System *

What do you use for business calls?

Calendar System *

How does your team get notified about new jobs or updates today?

Website

Webmaster Contact Info

If someone else manages your site, share their contact information.

Do you have admin access to your website?

Yes, I manage it myself No, a webmaster handles it No website

5 Team and Roles

Who is on your team?

We'll use this to prepare access, permissions, and onboarding.

Who is your lead for each area?

Share the main point of contact for each area.

Sales Lead

Production / Operations Lead

Accounting / Finance Lead

Marketing Lead

Scheduling / Dispatch

Office Manager / Admin

Team Members Who Need Trussi Access *

Add everyone who should have a login when your account goes live.

Training Preference *

Live training sessions

We will schedule role-based sessions for your team.

Pre-recorded training videos

Your team can review training on their own schedule.

Both

Combine live training with videos for ongoing reference.

6 Final Details

Anything else we should know?

Anything you share here will help us tailor your setup.

Do you use financing for customer projects?

Foundation Finance Slice GreenSky Hearth None Other

Do you work insurance claims / storm restoration?

Yes, significant part of the business Some, but mostly retail No, retail only

Do you currently file lien intentions or lien releases?

Yes No, but interested No, not applicable

Anything else you want us to know?

Share anything else that would help us support your team.

Once you submit the form, our team will review your information and follow up with next steps, your agreement, and onboarding timing.

Let's get your account ready.

Tell us about your business

What are you migrating from?

What data needs to come over?

How does your team communicate?

Who is on your team?

Anything else we should know?

You are all set.