TruFeld is organised the way a job actually runs — win it, lock the scope, run it, get paid, close it out. Here's everything in each phase.
Price it accurately, and get the proposal out while it still matters.
Every enquiry lands in one pipeline — new through won, with lost and disqualified kept separate so a bad-fit call doesn't wreck your close rate. Set a follow-up date and TruFeld nudges you when a lead goes quiet. Win it, and the lead becomes a client and a project without retyping a thing.
Build the estimate the way you build the job. An assembly turns one measurement into everything it takes — 200 LF of wall becomes studs, plates, drywall, and labor hours at your crew rates, waste included. Layer in overhead, contingency, and profit, then hand the client a clean proposal. Your costs and markup stay private.
Work with building plans? Upload your 2D plans and take measurements directly on the drawing — area, linear, or count. Map each measurement to a proposal line item or group. From blueprints to a fully-priced proposal without switching apps.
Upload PDF or Word estimates and our AI preserves your pricing tables, sections, units, and line items. Import in-flight projects — scope, milestones, payment schedules, client details — without starting over. No retyping. No starting from zero.
Get agreement on record — including the parts nobody has decided yet.
Legally binding signatures with a full audit trail. Mark specific clauses that require client initials before signing — warranty terms, exclusions, payment schedules. Your client can't approve without acknowledging what matters.
Offer upgrade tiers and add-ons right on the proposal. Your client picks — one from a list, or any combination — and the total, the tax, and the payment schedule update live as they choose. What they pick is what they sign. No change order, no follow-up call.
Not every number is known at signing. Mark a line as an allowance and it goes out as a budget your client can see. Attach a short menu of priced choices and they pick in the portal after signing — TruFeld trues up the difference as a change order, overage or credit, with their approval on the record.
Keep the crew, the subs, and the client looking at the same project.
From a quick price adjustment to a full construction change order with pricing tables, schedule impact, and required client initials. Your client reviews and approves in the portal — the project total and payment schedule update automatically. No ambiguity.
Send RFQs to multiple subs from inside TruFeld — they respond with pricing and lead times in their own PIN-portal. Award the work and create a Work Order with scope, line items, and milestones — your sub accepts in the same portal. No accounts to create, no apps to learn.
Put dates on your milestones and TruFeld projects the finish — working days only, at your crew's hours. Log a delay with a reason and everything downstream shifts. Publish it to the portal and your client sees the timeline and the projected end date. Read-only for them; yours to change.
When you're juggling 8 projects, every "I'll remember that" goes missing. Track todos, decisions, and notes per project in a time-stamped journal — your private record of what's happening on every job, so nothing falls through the cracks.
Bill the way the job actually runs, and keep the books current.
Bill the way the job runs — deposit, milestones, or the whole thing at once. Clients pay by card or bank transfer right in the portal, and every payment generates a branded, numbered invoice PDF automatically. You choose who covers the processing fee: you, them, or split.
Invoices and payments you handle in TruFeld flow straight into QuickBooks Online — no double entry, no month-end copy-paste. Send and collect in the client portal; your books stay current on their own.
No monthly subscription. You're only charged for the invoices you send — starts at $5, scaling with your volume, never more than $50. A slow month costs nothing. A busy month scales with your revenue, not against it.
The last two weeks of a job decide whether your name comes up at the next dinner party.
Your client can raise an item themselves — with photos — and watch it move from open to resolved. They mark it verified when it's actually right. Open items block the project from closing, so nothing gets quietly forgotten. Every comment and status change is on the timeline.
Set your warranty period once and every project carries it. Hand any still-open items into the window at closeout and your client gets an email listing exactly what's covered and when it ends. TruFeld reminds you before the window closes — so you can check in while you're still the one who built it. Your client can raise an item any time in between, in the same portal they've used all along.
When the last payment settles, TruFeld can send your client a review request with your Google review link — at the moment they're most likely to say yes. Optional, and it only ever goes once.
Every phase above happens in the same place. Your logo, your colors, your portal — clients view proposals, pick options, share files, exchange messages, make payments, and raise issues, all from one branded URL. No account, no app, no login to remember.
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