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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
More

TrueBuilt 101 Recordings

Last updated on August 4, 2021

Onboarding Videos

The following videos are live recordings of recent customer onboardings. To schedule your own onboarding or additional training sessions please email support@truebuiltsoftware.com TrueBuilt Onboarding (February 2025, Subcontractor)

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TrueBuilt Onboarding (December 2025, Subcontractor)

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TrueBuilt Onboarding (October 2025, Subcontractor)

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IT Onboarding Instructions Importing from OST & Quick Bid