Trussi AI

Description

From the marketplace listing

Trussi AI connects your Trussi roofing CRM to ChatGPT so your team can run the business in plain language. Look things up: - Find projects and customers by name, address, phone, email or job number, with full job detail (status, quotes, files, measurements) - Count jobs by rep, branch or stage, including approved jobs with no labor scheduled - Read what's inside project files, and search every document, photo caption and comment for a claim number or a phrase - Check your pipeline, dashboard, leaderboard, revenue, AR/collections and marketing channels - See the crew schedule: labor, appointments and deliveries for any date range - Review profit analysis, worksheets (signed value, collected, balance due) and insurance supplements - Ask how to do anything in Trussi and get the steps Get work done (with your permissions): - Add comments, create leads, calendar events and quotes, and move projects through the pipeline - Assign a job to a rep, reschedule an appointment, and update a customer's phone numbers or email - Add line items to a worksheet as a new section; existing lines are never changed and nothing is approved - Preview an AI estimate from the measurement report, save it as a draft quote, and revise it - Build a report from a description, run it, and schedule it by email - Draft an automation from a sentence; it is saved switched off for you to review in Trussi - Save a file from the chat to a project, or upload documents, photos and measurement reports from a link Security: - OAuth 2.0 sign-in with PKCE; the app only sees data your account already allows - Every request is account-scoped and capability-checked, exactly like the Trussi app - Read and write are separate scopes you approve when connecting; a read-only connection cannot change anything - Every change shows in the project history as made via ChatGPT Built for roofing teams - reps, production, and owners - scoped automatically by role and branch.