Finance & payments

Know what every roofing job actually made.

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

Job costing that is accurate while the job is still open

Most roofing companies can tell you what the business made last quarter. Considerably fewer can tell you what the Rivera job made, and almost none can tell you before the job closes. The reason is structural: costs arrive from different places - material orders, labor hours, subcontractor invoices, dump fees - and unless every one of them is coded to the job at the moment it happens, the number has to be rebuilt by hand afterward.

In Trussi those costs post to the job as they occur, because the ordering, scheduling, and invoicing all happen against the same project. Job level profit and loss is therefore a live figure, not a month end exercise. A production manager can see a job going sideways while there is still time to do something about it.

Three payers, one balance

Roofing collections are unusual in that a single job frequently has three payers: an insurance carrier, the homeowner for their deductible or upgrades, and sometimes a finance company. Generic invoicing tools model one customer paying one invoice, which is why so many roofing offices end up tracking the rest in a spreadsheet.

Trussi tracks each payer separately against the same job, so the outstanding balance is broken out by who owes it. That is what makes collections actionable - chasing an adjuster and chasing a homeowner are different jobs, and a single aging number tells you to do neither.

Supplements and change orders adjust the expected total explicitly, so an approved supplement raises the receivable instead of quietly making the original invoice wrong.

Clean handoff to the books

The QuickBooks Online integration keeps Trussi and your books in agreement, with a two way sync on invoices, payments, expenses, and customers. Payments reconcile against both the invoice and the job, so the books close and job costing stays right at the same time.

Commission runs off the same data. When a rep's payout depends on job profitability, the calculation uses the costs already attached to the job rather than an estimate someone types into a spreadsheet at the end of the month.

What you get

Built into the plan, not sold separately.

Job level P&L

Live profit per job as costs post, not a month end reconstruction.

Multi payer tracking

Insurance, customer, and financing balances tracked separately on the same job.

Invoicing & payments

Invoice from the signed scope and record payments against the right payer.

Supplements & change orders

Approved changes adjust the receivable instead of orphaning the original invoice.

QuickBooks sync

Two way sync on invoices, payments, expenses, and customers - no double entry.

Commission payouts

Calculated from real job costs, so payout matches profitability.

Questions, answered.

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