Quick Start

Create your account

Go to app.truegrade.build  and click Start Free Trial. Enter your name, work email address, and a password. You’ll receive a verification email — click the link to confirm your address.

Set up your organization

After email verification, you’ll be prompted to create your organization:

• Organization name — your company name as it appears on contracts and reports
• Business address — used on generated documents like pay applications
• Industry — select your primary specialization (residential, commercial, passive house, etc.)
• Time zone — used for report timestamps and scheduled alerts

You’re automatically assigned the Owner role.

Choose a plan

Select a subscription plan on the billing screen:

You can start a 14-day free trial on any plan without entering a credit card.

Invite your team

Navigate to Administration → Users → Invite User. Enter each team member’s email address and select their role. They’ll receive an invitation email with a link to set their password.

Common initial invites:

• Project managers → Project Manager role
• Estimators → Estimator role
• Field superintendents → Field Team role

See Roles & Permissions for a full breakdown.

Create your first project

Go to Projects → New Project and fill in:

• Project name and number
• Client name and contact
• Site address
• Start and end dates
• General contractor (if you’re a subcontractor)

Add subcontractors

From the project, open Compliance → Subcontractors → Add Subcontractor. Enter their company name and contact email. TrueGrade sends them a magic-link invitation to the self-service compliance portal where they can upload their insurance certificate, W-9, and license.

Review your dashboard

Return to the main dashboard to see your project health at a glance: compliance status, open certifications, budget variance, and pending approvals.