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  • Welcome to TrueBuilt

    • Overview of TrueBuilt Software
      • Introduction to TrueBuilt
      • Platform Features & Benefits
  • Onboarding (Start Here)

    • Welcome to TrueBuilt
      • Logging In
      • IT Onboarding Instructions
      • TrueBuilt 101 Recordings
      • Importing from OST & Quick Bid
  • Projects
    • Setting up a New Project
    • Navigating the Project Module
    • Sharing Projects
    • Archiving a Project
  • Documents
    • How to Upload Files
    • Folder Explanation
    • Document Statuses
    • File Actions
    • How sheet names/numbers are captured
  • Plans Management

    • Manage Plans
      • Intro to Plans Management
      • Reordering Your Plans
      • Creating a New Revision Set & Adding an Additional Revision Set
      • Editing the Title of a Plan
      • Skip Plans Management? Use Quick Takeoff
      • Creating Copies of a Plan
    • Plans Management FAQS
      • FAQS
  • Bid Packages
    • How to Create a Bid Package
    • Creating Alternates
    • The Components & Materials Tab
  • Takeoff

    • Overview
      • Starting a New Takeoff
      • Create a Component Within a Takeoff / Using Two Components Simultaneously
      • Annotations
      • Using Backouts
      • Accessing Takeoff
      • Navigating Plans
      • Manual Component Tools Overview
      • AutoCount and AICount Tools
      • Calibrating Scale
      • 1-Click walls & 1-Click Rooms
      • Auto-Walls
      • Quantity Types in Assemblies
      • Template Library
      • Assemblies & Master Items
      • Rounding Off an Area Component
      • Manual Stop
      • Creating a Repeated Group
      • Auto Link
      • Smart Selection
      • Component Detail Window
      • Selecting + Grouping Components
    • Features
      • Keyboard Shortcuts
      • Toggling popover when drawing
      • Maneuvering Controls for plans (Takeoff)
      • Switching between sheets in a Takeoff
      • Managing Areas
      • Adding Hyperlinks
      • Component Legend
      • Quick Actions
      • Overlays
      • Dialog Overlay
      • Creating Components with Ai
    • Takeoff: FAQS
      • FAQs
  • Estimation

    • Estimating
      • Overview of the Estimating Process
      • Supplier Management
      • Mass Editing Items
      • Overview Tab
      • Components Tab
      • Repeated Groups
      • Materials & Labor Tabs
      • Equipment Tab
      • Subcontractors Tab
      • Others Tab
      • Payroll Tab
      • Markup Tab
      • Quotes Tab
      • Reports Tab
    • FAQS
      • FAQs
  • Database Management
    • Database Management Overview
    • Calculating Material & Labor Pricing
  • Supplier Quoting
    • How to Create a Quote
    • After Creating a Quote
    • Adding Suppliers & Emailing Quotes
    • Marking a Quote as Complete
  • Troubleshooting Guide
    • Common Issues & Solutions
  • Integrations

      • Fieldwire Integration
  • MCP

    • Your Sub Collection Title
      • Connecting TrueBuilt to Claude (MCP)
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Welcome to TrueBuilt

Introduction to TrueBuilt & our vision for the future

2 Articles

Onboarding (Start Here)

TrueBuilt 101 videos & onboarding instructions

4 Articles

Projects

How to create and navigate new projects.

4 Articles

Documents

Plan sets, folders and storage.

5 Articles

Plans Management

Preparing plans and revision sets for Takeoff.

7 Articles

Bid Packages

Group takeoff quantities and scope into packages used for pricing, estimating, and preparing bids.

4 Articles

Takeoff

Quantifying Material, Labor and Equipment

33 Articles

Estimation

Assigning Cost Data to Quantities

15 Articles

Database Management

Editing and Troubleshooting the Database module.

3 Articles

Supplier Quoting

Sending and Leveling Supplier Quotes

5 Articles

Troubleshooting Guide

Software troubleshooting guide.

1 Article

Integrations

List of Integrations with TrueBuilt

1 Article

MCP

Connecting TrueBuilt to MCP

1 Article

Suggested Articles

Introduction to TrueBuilt

Platform Features & Benefits

IT Onboarding Instructions

TrueBuilt 101 Recordings

Importing from OST & Quick Bid

The Components & Materials Tab

Database Management Overview

Common Issues & Solutions

Fieldwire Integration

This comprehensive guide walks you through setting up and using the Fieldwire integration from initial configuration to bid package linking and ongoing management.

Connecting TrueBuilt to Claude (MCP)

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