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Getting Started
Create your account, pick a plan, and set up your team.
3 articlesLeads
Capture leads from Angi, Thumbtack, Yelp, your website and more.
2 articlesCustomers
Manage your customer list, import from another CRM, and handle SMS consent.
3 articlesJobs, Estimates & Invoices
Schedule work, send estimates for online approval, and get paid.
3 articlesCrew
Add crew members, manage seats, and run your team from the field.
2 articlesAccount & Preferences
Referrals, appearance, and everything about your Trusso account.
2 articlesPopular articles
- Getting started with TrussoCreate your account and get your first estimate out the door.
- Importing customers from another CRM (CSV)Move your customer list from Jobber, ServiceTitan, ServiceM8, Housecall Pro, or any CRM that exports CSV.
- Connecting your lead sourcesBring leads from Angi, Thumbtack, Yelp, Google, HomeAdvisor, and your website into one inbox.
- Invoices & getting paidSend invoices and collect card, Venmo, or Zelle payments.
- Adding crew members & seat limitsInvite your team, set their trade role and rate, and understand plan seats.
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