Trussi AI connects your Trussi roofing CRM to ChatGPT so your team can run the business in plain language.
Look things up:
- Find and open projects and customers, with full job detail (status, quotes, files, measurements)
- Check your sales pipeline, dashboard, and rep leaderboard
- Pull month-by-month revenue, AR/collections, and marketing-channel performance
- See calendar, labor, and delivery schedules for any day or date range
- Review profit analysis, worksheets (signed value, collected, balance due), and insurance supplements
- Read project and per-user activity timelines, and run your saved reports
Take action (with your permissions):
- Add comments, create calendar events and quotes, and move projects through the pipeline
- Send an email or text to a customer on your behalf
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
Built for roofing teams - reps, production, and owners - scoped automatically by role and branch.