TrueSpan capability status
All Generally Available capabilities are included. Beta, Pilot, Preview, and Planned capabilities are identified separately.
| Capability | Status |
|---|---|
| Guided Company Setup | Beta |
| AI Assisted Estimator | Beta |
| Jobs / Projects | Generally Available |
| Quick Jobs / Service Calls | Generally Available |
| Scheduling | Generally Available |
| Operations Workspace | Beta |
| 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 | Generally Available |
| Warranty Items | Planned |
| Invoices | Generally Available |
| Payment Links | Generally Available |
| Expenses / Bills & Payments | Generally Available |
| Receipt Tracking | Generally Available |
| Purchase Orders & Receiving | Generally Available |
| Payroll | Beta |
| Reports | Generally Available |
| Tax Records | Generally Available |
| Employees | Generally Available |
| Employee Records & Lifecycle | Beta |
| PTO, Leave & Attendance | Generally Available |
| Employee Self-Service | Generally Available |
| Policy & Safety Records | Beta |
| Employee Resources | Generally Available |
| Mobile Clock In/Out | Generally Available |
| Office Time Entry | Generally Available |
| Crew Attendance Alerts | Beta |
| Job & Office Automations | Beta |
| Import, Export & Company Data | Beta |
| Nick - TrueSpan Help & Actions | Beta |
| Advanced Compensation | Pilot |
| AI Plan Takeoff | Pilot |