Official TrueScope Academy

Getting Started with TrueScope

Master TrueScope in minutes. Follow our comprehensive video tutorial series to set up your company profile, run visual blueprint takeoffs, manage BOM manufacturing, track warehouse inventory, and organize construction projects.

Essential Getting Started Guide

Platform Overview & Initial Setup

Watch the software overview to explore all integrated modules, then follow Tutorial 1 to configure your business in minutes.

Platform Tour & Target Audience

Full Walkthrough

Overview • Who TrueScope Is ForOpen in YouTube

Software Overview & Who It's For

A comprehensive tour of TrueScope showing all integrated modules and workflows. Learn who the software is built for — specialty trade contractors, manufacturing shops, field service teams, and project managers.

Key Highlights:

Tour of all core modules: CRM, Estimating, Projects, BOM & Gear
Designed for contractors, fabricators, estimators & field technicians
Unified platform eliminating disconnected spreadsheets & apps

Tutorial 1 • Foundation Setup

Recommended Starting Point

Tutorial 1 • System SetupOpen in YouTube

Company Setup & Interface Navigation

Start your setup journey here. This video walks you through configuring your business identity, setting default taxes and currency, navigating between operational modules, and configuring role permissions for team members.

Topics Covered:

Company profile, legal address, contacts, and tax rates
Configuring role-based security access for staff & contractors
Customizing active module toolbar and workflow layout

Module Walkthrough Series

Specialized Module Tutorials

Watch dedicated tutorials for each business module, then jump directly into that module's interactive walkthrough.

13 Specialized Module & Field Tutorials

Tutorial #2Products & Pricing

Part Setup & Catalog Management

Learn how to set up your product catalog, define raw materials and assemblies, configure unit costs, and build custom multi-tier price lists.

Tutorial #3Sales Pipeline

Sales & Client CRM Module

Managing client accounts, tracking customer inquiries, drafting estimates and proposals, collecting client sign-offs, and converting to active orders.

Tutorial #4Procurement

Purchasing & Vendor Management

Setting up vendor directories, creating Purchase Orders (POs), collecting RFQ bids, logging vendor bills, and recording payouts.

Tutorial #5Inventory & Assets

Stock & Gear Module (Warehouse & Equipment)

Organizing multi-location warehouse grid bins, tracking serial and batch numbers, logging stock movements, and managing equipment records.

Tutorial #6Estimating Engine

Takeoff Module & Blueprint Estimating

Uploading multi-page PDF plans, calibrating drawing scales, measuring areas and linear runs, counting fixtures, and auto-generating proposals.

Tutorial #7Field Operations

Project Management Module

Managing construction projects, updating daily site logs with photos, tracking Gantt milestone timelines, and assigning subcontractor tasks.

Tutorial #8Field Operations & Site Portal

Job Site Portal & Field Attendance Walkthrough

Complete walkthrough of the TrueScope Job Site Portal: QR code worker sign-in poster generation, real-time on-site headcount tracking, trade messaging with PDF attachments, community discussion forum, safety protocols, and subcontractor directories.

Tutorial #9Production & BOM

Manufacturing Module (Job Central)

Creating multi-level Bills of Materials (BOM), scheduling machine work centers on Gantt charts, releasing work orders, and logging shop floor check-ins.

Tutorial #10Field Service & Dispatch

Field Service Management (Dispatch, Scheduling & Work Orders)

Manage work orders and service tickets, dispatch technicians on visual calendar boards, automate recurring service agreements, catalog facility equipment, and pin assets on PlanView layouts.

Tutorial #11Compliance & Engineering

Quality, Safety, Compliance & Engineering Modules

Audit safety checklists, inspect quality standards, log incident reports, manage regulatory permits, and resolve engineering change request tickets.

Tutorial #12Logistics & Fulfillment

Fulfillment Module (Shipping, Receiving & Workorder Picking)

Manage outbound sales order pick lists, assign carrier tracking, process inbound PO receiving with lot/batch tracking, and stage materials for manufacturing work orders.

Tutorial #13Accounting & Finance

Book Keeping Module

Single-entry bookkeeping for trade contractors: manage progress billing, generate AIA-style Schedule of Values (SOV), track invoices, log expenses, and reconcile bank feeds.

Tutorial #14Drafting & CAD

Online 2D CAD That Works Like Google Docs

Draw 2D CAD drawings in your browser, lay them out on sheets with scaled viewports, and share a review link so coworkers and clients can add notes, arrows and markups online.

Ready to Modernize Your Business?

Unify visual blueprint takeoffs, multi-level BOM manufacturing, warehouse bin inventory, and project tracking in one flexible platform.