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TrueSpan capabilities

All Generally Available capabilities are included. Beta, Pilot, Preview, and Planned capabilities are labeled separately.

Complete product status

Beta

Guided Company Setup

Beta

AI Assisted Estimator

Generally Available

Jobs / Projects

Generally Available

Quick Jobs / Service Calls

Generally Available

Scheduling

Beta

Operations Workspace

Generally Available

Materials & Labor Catalog

Generally Available

Tool & Asset Center

Generally Available

Contracts / Contract Templates

Generally Available

Estimates

Generally Available

Leads / Clients / Contacts

Generally Available

Documents / Project Files

Generally Available

Messages

Generally Available

Punch List

Generally Available

Client Portal

Generally Available

Closeout Workflow

Generally Available

Client Reviews

Generally Available

Change Orders

Planned

Warranty Items

Generally Available

Invoices

Generally Available

Payment Links

Generally Available

Expenses / Bills & Payments

Generally Available

Receipt Tracking

Generally Available

Purchase Orders & Receiving

Beta

Payroll

Generally Available

Reports

Generally Available

Tax Records

Generally Available

Employees

Beta

Employee Records & Lifecycle

Generally Available

PTO, Leave & Attendance

Generally Available

Employee Self-Service

Beta

Policy & Safety Records

Generally Available

Employee Resources

Generally Available

Mobile Clock In/Out

Generally Available

Office Time Entry

Beta

Crew Attendance Alerts

Beta

Job & Office Automations

Beta

Import, Export & Company Data

Beta

Nick - TrueSpan Help & Actions

Pilot

Advanced Compensation

Pilot

AI Plan Takeoff