The platform

Roofing CRM software 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.

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Weighing Trussi against your current system? Read how Trussi compares to other roofing CRMs.

Explore by area

Go deeper on any part of the platform.

Projects & pipeline

Every lead, every stage, and every dollar in one pipeline - with AI scoring that tells your reps which deals are actually worth today.

Projects & pipeline

Estimating

Measurements in, branded proposal out. Reusable templates, live supplier pricing, and margin built into the number before it reaches the homeowner.

Estimating

Production & scheduling

One board for every crew and every job, with material ordering and real-time field status attached to the work rather than to a group chat.

Production & scheduling

Finance & job costing

Insurance, customer, and financing payments tracked to the job, with job level profit and loss that is current rather than reconstructed at month end.

Finance & job costing

Dashboards & reporting

Sales by market, cash flow, collections, job profitability, and team performance - reported from the same records the work happens in.

Dashboards & reporting

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
Lead
Maple Court Res.
$8,200
Birchwood Home
$6,800
Won
Cedar Ridge HOA
$67,000
Production
Lakeside Complex
$38,400

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
Tear-off & disposal (28 sq)$4,200
Architectural shingles$6,800
Ice & water shield$1,850
Ridge vent + caps$1,200
Total$14,500
ROOFING QUOTE
Maple Court Residence
Tear-off•••
Shingles•••
Underlayment•••
Cleanup•••

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
Mon
Crew A
Tue
Crew A
Crew B
Wed
Crew A
Crew B
Thu
Crew B
Fri
Crew A

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
Maple Court Residence
INV-26-0847
$24,500
Total
Insurance
$18,000
Customer
$6,500
Pending
$0
Profit margin42%

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
Cash collected
$312,400
+8%
Collections rate
94%
+2 pts
Sales by rep
1. Jordan A.
2. Sam R.
3. Riley C.

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
Projects
All ProjectsMy Projects
12 projects
Maple Court Residence
1428 Oak Ridge Dr
TR26-014
Lead
Cedar Ridge HOA
32 Birchwood Ave
TR26-021
Approved
Lakeside Complex
915 Pinecrest Ln
TR26-009
Production
Home
Projects
Calendar
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Ready to run your roofing business smarter?

Trussi.AI is live and onboarding new teams in small batches. One plan, everything included - sign up or book a demo to get started.

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