How setup works
Send us what you already have. We set Trueline up around it.
Messy spreadsheets, folder screenshots, old change orders, a phone call. That gives us enough to draft your setup. You review it before anything goes live.
Start a pilotThree steps
Fast enough for a pilot. Careful enough for real jobs.
Your setup covers
The pieces your team touches every week.
Project templates
Cost codes
Schedule phases
Folders
Trade list
Change-order format
Draws
Who sees what
QuickBooks stays your ledger. Nothing changes without your sign-off.
Start a pilot