TrueSpan Pro
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The complete TrueSpan feature set

One platform. Every stage. Every feature included.

TrueSpan is built to run the contractor’s connected lifecycle—not just estimating, field reporting, drawings, or client communication in isolation.

Explore all featuresSee one-feature-set pricing
TrueSpan Pro contractor office, field companion, and client workflow
Sales, CRM & estimatingContracts, approvals & change controlProjects, production & closeoutInvoices, payments & financial controlJob cost, profitability & recordsEmployees, time & field companionClient portal & aftercarePlatform controls, security & delivery

Sales, CRM & estimating

Move a prospect from first contact to an approved scope without recreating the job.

Included from day one

Web lead capture

Create and track contractor leads directly from the web app.

Client and customer records

Keep contact details, job history, estimates, invoices, projects, and portal access connected.

Estimate builder

Build labor, material, equipment, subcontractor, permit, allowance, and option line items.

Complex estimates

Organize larger scopes into expandable work packages such as carpentry, electrical, rooms, or phases.

Client-selectable options

Let clients compare choices and see the price difference before approval.

Payment schedules

Set deposits, progress payments, event triggers, and final-payment logic.

Tax handling

Mark lines taxable, non-taxable, or tax included and use the contractor’s configured rate.

Professional preview, email, and print

Deliver estimates digitally or as a detailed hand-delivery document.

Contracts, approvals & change control

Protect the handoff from approved estimate to signed agreement and controlled change.

Included from day one

Reusable contract templates

Build company templates with editable clauses, jurisdiction notes, and legal-review tracking.

Estimate-linked contracts

Create an agreement from an approved estimate without re-entering the client or scope.

Electronic signatures

Capture typed signatures, consent, timestamps, browser information, and contract version.

Signature gates

Require a signed contract before invoice or project creation when the contractor chooses.

Change requests

Allow the client to request revisions without silently changing a signed document.

Change orders

Track job changes, approvals, amounts, and documents against the same project record.

Document versions

Preserve signed snapshots and create a new revision instead of overwriting executed terms.

Legal-review warning

Remind contractors to have templates and completed contracts reviewed by qualified legal counsel.

Projects, production & closeout

Keep work, people, documents, costs, and client communication tied to the correct job.

Included from day one

Project records

Carry the project title, job number, client, estimate, contract, invoices, expenses, and files forward.

Scheduling

Coordinate project, phase, milestone, service, and crew calendar activity.

Daily and field notes

Capture work performed, delays, client requests, and office follow-up from the field.

Photos and files

Store project photos and documents with controlled company, employee, and client visibility.

Punch lists

Manage contractor-created items and client-submitted completed punch lists.

Tools and assets

Track tools, assignments, maintenance, labels, QR codes, and related records.

Subcontractors and vendors

Keep company and project records for outside partners and bid-related workflows.

Warranty and maintenance

Move completed projects into long-term client support without losing the project history.

Invoices, payments & financial control

Turn approved work into a clean receivable with the supporting records attached.

Included from day one

Estimate-to-invoice conversion

Create invoices from approved estimates while preserving client selections and contract requirements.

Configurable invoice fees

Create reusable flat or percentage fee options and apply selected fees during conversion.

Client payment preference

Record how the client expects to pay during estimate approval and carry it into invoicing.

Deposits and progress billing

Support initial deposits, material payments, draws, and final balances.

Manual payment receipts

Record offline payments and produce numbered receipts for the client and office.

Expenses and receipt compliance

Attach receipts, track exceptions, and keep project expenses reviewable.

Bills and purchase records

Maintain internal payable and purchase-related records in the office workspace.

Payment processors

Connect supported payment providers while keeping provider-specific setup and compliance separate.

Job cost, profitability & records

Give the contractor and office a clearer view of what the job is costing and what records are missing.

Included from day one

Job costing

Compare project revenue, invoices, labor, expenses, and cost context.

Profitability views

Review performance using connected job and financial records.

Labor cost context

Tie time entries and hourly rates to projects and payroll-ready summaries.

Overhead allocation

Track and allocate eligible office or estimating labor to overhead workflows.

Invoice type tracking

Separate deposits, progress, final, material, service, and other invoice purposes.

Receipt status

Surface missing receipts, uploaded receipts, and documented exceptions.

Tax organizer

Keep tax-year support records organized for professional review.

CPA-ready project records

Preserve invoices, receipts, expenses, payments, and closeout documents by project.

Employees, time & field companion

Keep mobile work simple while giving the office the controls needed to review and correct records.

Included from day one

Self clock-in and clock-out

Mobile users clock only themselves into authorized projects.

Open clock recovery

Restore the current open time session after logout or device refresh.

Office time correction

Authorized web users can open and modify time entries.

Time approval

Surface employee time that needs office review.

Payroll-ready summaries

Show today, week, and pay-period information without turning the mobile app into payroll software.

Attendance and requests

Support attendance issues, work schedules, PTO, and employee requests according to permissions.

Mobile clients and leads

Allow authorized users to view clients, tap to call or email, edit details, and create leads.

15-minute sync and refresh

Automatically exchange queued field activity and current web data, with a manual refresh option.

Client portal & aftercare

Give clients a dedicated experience instead of pushing them into the contractor’s staff application.

Included from day one

Separate client login

Clients use their email and PIN in a client-only portal session.

Estimate review

Open estimates, select options, choose a preferred payment method, and approve or deny.

Contract review and signature

Read agreements, request changes, download PDFs, and sign electronically.

Invoices and payment choice

Review invoice balances, payment preferences, fees, and available payment paths.

Documents

View shared contracts, change orders, photos, invoices, receipts, and project files.

Messages

Continue direct company-client communication inside the portal.

Punch list submission

Create a completed line-item list for active project correction and send it to the contractor.

Warranty and maintenance

Keep old projects, documents, messages, questions, and service requests available after completion.

Platform controls, security & delivery

Control access by company, feature, role, and workflow—not by buying another feature tier.

Included from day one

Company isolation

Keep contractor companies and their records separated throughout the platform.

Role-based permissions

Give owners, office personnel, supervisors, employees, and clients distinct access lanes.

Feature controls

Turn included platform features on or off for a company without changing the billing tier.

Numbered documents

Maintain linked job, estimate, invoice, change-order, expense, contract, and receipt numbering.

PDF output

Create professional estimates, contracts, invoices, receipts, project packages, and tax-year records.

Digital and hand delivery

Support emailed workflows alongside print, manual approval, and uploaded signed records.

Activity and immediate actions

Use plain-language status events to show what was sent, approved, denied, paid, or waiting.

Web, mobile, and portal

Use purpose-built experiences that share the same company and job data.

Four experiences. One record.

The contractor, office, field, and client do not need the same screen.

TrueSpan separates the experience by role while preserving the connected job history. That keeps the field app simple, the office capable, the owner informed, and the client in a dedicated portal.

TrueSpan Pro workspaces for contractor, office, field, and client

No upgrade ladder

The feature page is also the included-features list.

TrueSpan does not use the feature page to advertise tools that require a different plan. Billing options change payment frequency—not platform capability.

Every feature category above is included in every TrueSpan billing option
No premium module package is required to unlock estimates, contracts, invoices, projects, mobile, or the client portal
Permissions decide who can use a feature; billing frequency does not decide which feature exists
New platform capabilities are added to the same TrueSpan feature set rather than sold as a separate upgrade tier

Request Information

Want to see how the complete feature set fits your company?

Tell the TrueSpan Pro team where your workflow is breaking down. We will review the request and follow up with platform information tailored to your operation.

One connected job record from lead through warranty
Contractor command center, office workspace, field companion, and client portal
Every platform feature included from day one—permissions control access, not upgrades

TRUESPAN PRO

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TrueSpan Pro