Trussi AI

Worksheets/estimates for a project plus key financials: approvedJobValue (signed job value), collected (payments to date) and balanceDue. Use for "how much is owed on the Johnson job?".

trussi_get_project_worksheets

Month-by-month performance for jobs SIGNED in each month: total = signed job value, collected = payments received to date on those signed jobs (a cohort/AR view, NOT cash received during that calendar month), count = jobs signed. Returns {month,total,collected,count} for charting. For cash actually collected per calendar month or AR aging, use the dedicated collections data instead.

trussi_get_revenue_trend

Headline sales metrics for the current user / account (pipeline value, counts, recent activity).

trussi_get_dashboard

Ranked sales performance by rep - by signed job value or collected payments - for a period and optional location. Branch managers are auto-scoped to their branch.

trussi_get_leaderboard

List calendar events / appointments in a date range (ISO 8601 dates).

trussi_list_calendar_events

List the account’s company documents (contract / warranty templates etc.) applicable to a project’s location.

trussi_list_company_documents

Search / list customers (homeowners) in the account.

trussi_list_customers

List valid reasons for marking a project dead - supply one when marking a project dead.

trussi_list_dead_lead_reasons

List the insurance supplements raised on a project (claim / restoration tracking).

trussi_list_project_supplements

List the account’s job-type catalog. kind="types" (includes whether each uses the insurance workflow), "subtypes", or "categories". Resolver for job classification.

trussi_list_job_catalog

List the account’s locations / branches (id, name) for use as a location filter.

trussi_list_locations

Material & production orders across the account (e.g. ABC / SRS / Beacon supplier orders) with status. Use for "which jobs have material orders pending?".

trussi_list_production_orders

Full activity timeline for one project (stage changes, files, quotes, emails/SMS, payments), newest-first with a cursor.

trussi_list_project_activity

Read the comment / notes thread on a project.

trussi_list_project_comments

List file / document metadata on a project (name, type, folder, uploader, signature status). Metadata only - no download URLs.

trussi_list_project_files

List projects with optional filters (status, zip code, pipeline stage, assignee, location, free-text search). Returns a paginated list with a total - best for exhaustive or counted queries like "all dead leads in 66062". By default excludes dead & cancelled; pass status to include them.

trussi_list_projects

List the account’s quote/estimate templates (favorites first). A returned template id can be used to start an estimate from a saved template.

trussi_list_quote_templates

List the quotes / estimates attached to a project.

trussi_list_quotes

List the saved/preset reports available to you (system, shared, and your own), each with an id you can run. Build a custom report (including all-time ranges) in Trussi first to make it available here.

trussi_list_saved_reports

List the users / team members in the account (for assignment and mentions).

trussi_list_team

Run a saved Trussi report by id and return its rows and chart data so you can summarize or visualize it (e.g. build a dashboard). Respects the report’s configured filters and date range.

trussi_run_saved_report

Full-text search across projects (customers, addresses, job numbers). Use for natural-language lookups like "the Johnson job on Maple St".

trussi_search_projects

Move a project through its pipeline. action: "advance" = next stage, "recede" = previous stage, "makeDead" = mark the project dead (requires reason), "makeAlive" = revive a dead project.

trussi_update_pipeline_stage