The platform
One platform for the entire job.
Trussi replaces the patchwork of spreadsheets, texts, and disconnected tools with a single system that runs sales, production, and the back office.
Projects & CRM
A pipeline that closes itself
Every lead, every stage, every dollar in one place. AI scoring and automatic follow-ups keep reps on the deals most likely to close - from first knock to won.
- AI lead scoring
- Automated follow-ups
- Stage-by-stage pipeline
- One-click quotes
Estimating & quote templates
Professional quotes in minutes
Reusable quote templates with dynamic branding turn measurements into polished, accurate proposals you can send in a single click.
- Branded quote templates
- EagleView & Hover import
- DocuSign e-signature
- Margin built in
Production
Schedule crews, order materials
The scheduler and order manager keep crews, jobs, and material orders in sync - with foreman access and real-time status from the field.
- Crew scheduler
- ABC Supply & SRS ordering
- Real-time job status
- Labor / subcontractor manager
Finance & payments
Get paid, and see your profit
Track payments across insurance, customer, and financing with job-level P&L - and export cleanly to QuickBooks when the books close.
- Insurance & customer tracking
- Job-level P&L
- QuickBooks export
- Commission payouts
Executive & reporting
Run the business by the numbers
Executive dashboards for sales by market, cash flow, collections, and team performance - plus live leaderboards that keep everyone pushing.
- Sales by market
- Cash flow & collections
- Team leaderboards
- Custom reports
Mobile & call center
Built for the field and the phones
A fast mobile app (iOS & Android) for crews in the field, plus a built-in call center and customer-care tools so no lead or callback slips through.
- iOS & Android app
- Call center
- Customer care
- Marketing channels
Ready to run your roofing business smarter?
Trussi.AI is live and onboarding new teams in small batches. Claim a founder spot or book a demo to get started.