Step-by-step guides for every TrestleBook™ feature.
Launch the app, set up your profile with business info, and your default organization is created automatically.
Your home screen shows a daily briefing, key stats (outstanding balance, overdue pay apps, pending waivers, expiring COIs), and quick actions.
Tap "Jump to any feature..." to instantly find any screen, project, pay app, or AI tool across the entire app.
Create projects with contract amounts, addresses, and project numbers. View change orders, SOV items, and field completion photos directly from project details.
Create AIA G702 pay apps with SOV line items, choose from 10 PDF templates, generate PDFs, email them, and track through Draft → Submitted → Approved → Paid.
Log expenses with AI-powered voice entry or quick text input. Auto-categorize, filter by category, and track by project for tax time.
Generate conditional and unconditional waivers. Track by project, payment, and signature status.
File 20-day preliminary notices to protect your lien rights before deadlines expire.
File mechanics liens when payment is overdue. Track filing deadlines by state.
Create change orders linked to projects, track approval status, and see them in project details.
Version-controlled contracts with key terms. Submittal log with approval workflow and RFI tracking.
Track and resolve items before final payment. Manage dispute letters for unresolved issues.
Log and track all payments received for pay apps. Payments are auto-created when marking pay apps as paid.
View revenue, expenses, net income, and business overview by time period. Expense breakdown by category with visual charts.
Export pay apps, expenses, and payments by date range to QuickBooks IIF, Xero CSV, or Generic CSV format.
Finance materials up to 120-day terms. Track commodity pricing and project impact.
Record daily field reports with crew counts, weather conditions, and work completed.
Capture site photos with GPS location, timestamp, and project tagging. View photos in project details.
Log safety inspections, incident reports, and toolbox talk records with crew attendance.
Track certificates of insurance with expiration monitoring. Get alerts before policies expire.
Generate WH-347 reports for public works projects. Track prevailing wages by state with Davis-Bacon rates.
Track performance, payment, and bid bonds. Monitor bond capacity and expiration.
Manage multiple business entities. Your default "My Business" organization is created on first launch. Add more as needed.
Create and track tasks across categories: Pay Apps, Lien Waivers, Compliance, Field Work, Safety, and Admin.
Access autonomous agents (Get Paid Pipeline, Lien Rights Guardian, Payment Enforcer, COI Watchdog), the Construction Assistant, and specialized tools for payments, documents, analytics, compliance, and voice input.
Ask anything about your projects, payments, and documents. Get contextual answers powered by on-device AI.
Prioritized morning report ranked by dollar impact. See overdue items, expiring deadlines, and action items at a glance.
AI-drafted payment reminders, dispute responses, and follow-ups. 8 email types with professional templates.
Cash Flow Prophet, Profitability Radar, Risk Heatmap, GC Payment Scorer, and industry benchmarking tools.
Invite up to 5 team members, assign roles, and share project dashboards. Cloud sync keeps everyone in sync via Cloudflare.
All data syncs automatically to iCloud for backup and multi-device access. Works for all users, free and paid.
TrestleBook™ works fully offline with a local SQLite database. All AI runs on-device. Your data never leaves your phone unless you enable team sync.
Sync due dates, deadlines, and compliance dates to your device calendar automatically.
3 organizations, 5 projects, 3 pay apps/month, 20 expenses/month. iCloud sync, basic features, and 5 AI queries/day.
Unlimited projects, pay apps, and expenses. Full reports, all PDF templates, and unlimited AI queries.
Everything in Pro plus 24 AI tools, autonomous agents, advanced analytics, and compliance features.
Everything in Business plus up to 5 team members, cloud sync, shared dashboards, and priority support.