Hi there!

Welcome to September's Update, here's whats new.

TL;DR:

💰 Share Truss, Get Rewarded!:

• Our new referral program is live! We've made our sign-up process faster than ever, so it's the perfect time to invite friends. Get your unique referral link to share here, and you’ll earn rewards when they sign up.

💪 More financial power:

• You can sign up for Balance Protection in your Accounts Tab to prevent failed payments, and we made it easier to request higher limits after you're onboarded!

✅ Smoother workflow:

• Enjoy better QuickBooks sync for external payments, and an improved interface for managing your cards and refunds.

📱 Truss Mobile App:

• We’re getting ready to launch a new Truss mobile app that lets you take mobile payments on the job! If you’d like to be a part of the testing phase, please sign up here.

Want more details? Let's dive into what's new. 👇

Faster Onboarding: Sign Up in Minutes ⏱️

Our goal is to get you up and running as quickly as possible.

• No Upfront Financials: We've removed the requirement to submit bank statements during the initial application, so you can complete the process in minutes.
• Instant Auto-Approvals: Once submitted, your application is now automatically approved, giving you immediate access to the platform.
• Easily Request Higher Limits: After you’re set up, you'll get an email and SMS with a simple way to submit financials and increase your limits when you’re ready.

Share Truss, Get Rewarded! 💰

We’ve teamed up with Referral Rock to make earning rewards easier than ever!

🎉 Share your unique referral link, and you’ll earn rewards while helping friends and colleagues discover Truss. Click here to start earning!

Unlock New Financial Tools 💪

As your business grows, our platform grows with you.

• Balance Protection: We’ve rolled out a new Balance Protection feature to help safeguard your account from failed payments or accidental overdrafts. You can sign up for it in the Accounts Tab.
• Improved QuickBooks Sync: We now automatically track external payments made toward your QBO invoices. This saves you time on manual reconciliation and keeps your books perfectly in sync.

Other Updates & Enhancements ✨

Other updates to make your daily tasks simpler and safer.

• Improved QuickBooks Integration: We now track external payments made towards your invoices.
• Clearer Interface for Cards & Refunds: Added a status bar for refunds so you can see the progress at a glance, and other display changes to make it less cluttered.
• Truss Mobile App: We’re getting ready to launch a new Truss mobile app that lets you take mobile payments on the job! If you’d like to be a part of the beta, please sign up here.

We’re excited for you to log in and experience these new improvements. As always, we welcome your feedback!

Best,

The Truss Team 👋

Hi there,

Happy August!

Last month at Truss, we've been relentlessly focused on providing you with cutting-edge tools and a seamless experience. This month, we're thrilled to share significant advancements that boost your security, enhance convenience, and supercharge your efficiency.

Here’s a quick look at what’s new and what’s coming to your Truss account.

⌛ TL;DR

• Balance Protection (Beta) – When enabled, this feature will automatically cover the unprocessed funds for a small 1% fee. Experience seamless cash flow, so your projects stay on track.
• QuickBooks Payment Sync – Now live! See external payments from QuickBooks right inside Truss for a more complete financial overview and easier reconciliation.
• Apple Pay for Invoices – Coming soon! Your clients can pay your invoices instantly and securely using Apple Pay on their iPhone, iPad, or Mac.
• All-New Native Mobile App – Coming soon! A rebuilt Truss mobile app with a faster experience, biometric login, and Tap-to-Pay for contactless payments on the go!

✅ New Features Available Now

🛡️ Balance Protection (Beta)

• This new feature automatically prevents payment returns by ensuring funds are fully settled before a transaction is processed. This helps you avoid overdrafts and returned payment fees, giving you greater peace of mind.

• When enabled, this feature will automatically cover the unprocessed funds for a 1% fee. Experience seamless cash flow, so your projects stay on track.
• Go to your Accounts tab and click "Get Balance Protection – (Beta)" to enroll.

🧾 QuickBooks Payment Sync

• To give you a more complete financial overview, you can now see external payments recorded in QuickBooks right within your Truss account. This saves you time and makes account reconciliation a breeze.

🚀 Coming Soon

📱 All-New Mobile App!

Your Truss experience on the go is about to get a big upgrade! We’re excited to announce that a completely rebuilt Truss mobile app is on the way in the coming month.

Our team is developing a native app from the ground up for iOS and Android to make managing your business on Truss faster, smoother, and more intuitive. Stay tuned for a rollout soon – we can’t wait to get this into your hands!

Some highlights coming with the new app:

🔑 Biometric Login:

• Secure, one-touch access via fingerprint or face recognition. No more typing passwords on your phone – just a quick Touch ID or Face ID and you’re in.
• Tap-to-Pay: Turn your phone into a card reader! The new app will support contactless payments through Stripe Tap-to-Pay, allowing you to accept in-person credit card payments with a simple tap on your phone – no extra hardware needed. This means easier point-of-sale payments anywhere your business takes you.

🍎 Apple Pay:

• Soon, your clients will be able to pay you instantly and securely with Apple Pay, right from their iPhone, iPad, or Mac. What this means for you:
• Faster payments: Clients can check out in seconds without typing in card details.
• More ways to pay: Apple Pay joins our existing credit card and ACH options, making it even easier for your clients to choose their preferred method.
• Secure transactions: Every Apple Pay payment is authenticated with Face ID, Touch ID, or device passcode, adding an extra layer of protection for you.

We're Listening!

💙 Have ideas or feedback? Tap the chat button in the app to let us know. We love hearing how we can make your experience better. Thanks for being part of the Truss community! Your feedback and support inspire us to keep improving. Happy transacting! 🚀

We are excited to introduce a new feature on Truss that adds significant value to your business: Instant Vendor Checkout. This feature is designed to improve your vendor relationships by enabling instant access to funds on bill payments, even on weekends and holidays.

Give Vendors Instant Access to Funds

When you send bill payments to your vendors via a payment link, they will now see an Instant Withdrawal option during checkout, alongside the existing payment methods standard bank transfer and check delivery. This means vendors can access their funds immediately, enhancing their cash flow and operational efficiency.

The best part: The instant withdrawal for vendors works 24/7, including weekends and bank holidays.

There is a 1.5% fee for instant withdrawals, which will be carried by the vendor accepting the funds. Your vendors still have the option to accept funds for free via standard bank transfer or check delivery.

We believe this new feature will provide significant benefits to your vendors and strengthen your supplier relationships. If you have any questions or need assistance with this new feature, please do not hesitate to contact our support team.

We are thrilled to announce some exciting new features and updates to Truss that will enhance your banking and payments experience. Here’s what’s new:

1) Partial Bill Payments

We understand the need for flexibility in managing bill payments. With our new partial bill payment feature, you can now:

• Make progress payments on bills by paying them partially.
• Pay bills using different payment methods (e.g., part via Direct Deposit, part via check).
• Easily track outstanding and paid balances as all payments associated with a bill will be shown on the bill itself.
• Easily review & approve draft payments created by bookkeepers or project manager.

Note: The partial bill payments feature is not designed for automatic, recurring payments. Each partial payment needs to be initiated individually.

2) Mark Bills as Paid

You now have the ability to mark a bill as paid, even if you’ve used a payment method outside of Truss. This feature allows you to:

• Specify and document how the bill was paid, providing a comprehensive record of your payments.

3) Imported QuickBooks Bills

To streamline your workflow, we’ve made an update to how QuickBooks bills are imported:

• Imported bills now go into an "Unpaid" state rather than a "Pending approval" state.
• Admin users can then create a payment on the bill to be sent to the vendor. Bookkeepers and Project Managers can create draft payments that will move the bill into the “Pending approval” state and notify the admin to approve and send.
• If you want to re-open a previously paid Quickbooks bill to send additional payments, you can update the bill in Quickbooks and manually ‘Resync’ the bill in Truss to move the bills status from “Paid” to “Partially paid.”

4) Updated QuickBooks Invoices

We’ve also made improvements to how QuickBooks invoices are updated in Truss:

• When you want to collect additional payments on a Quickbooks invoice that was previously paid in Truss, all you have to do is update the invoice in Quickbooks and it will automatically change the invoice status in Truss from "Paid" to "Partially paid."
• This makes it easier for clients who use progress payments with a single invoice that changes over time, ensuring accurate tracking of payments and outstanding balances.

5) New Partnerships on the Marketplace

We are excited to introduce two new partners to our marketplace:

• RenoFi offers home renovation loans up to $500,000 without the need for refinancing, draws, or inspections. Access RenoFi Loans for free through the 'Rewards' page on your Truss dashboard.
• Drillbit provides hands-off office work for home service businesses using AI employees. Get 50% off platform fees for 3 months plus 3 full-time AI employees at no extra cost when you mention Truss during your demo call.

Updated Privacy Policy

We have updated our privacy policy to provide more control over your data by including an additional link to opt out of third party marketing services. You can find the updated version on our website.

We hope you find these new features valuable and that they enhance your overall experience with Truss.

If you have any questions or feedback, please do not hesitate to reach out to our support team.

We are excited to share some updates to enhance your Truss experience.

1. Introducing the Truss Referral Program

Starting today, you can earn up to $150 in gift cards of your choice for every qualified construction business you refer to Truss. Here’s how it works:

• Refer a builder through the form on this link
• If they schedule and complete a demo with us, you both receive $50
• Earn an additional $100 once your referral completes their first transaction on Truss

There’s no limit to the number of people you can refer, so your earning potential is unlimited! Start referring people today and watch rewards roll in.

2. New Partner Offer with Homerenu

Check out our latest partner offer by Homerenu, your AI-admin assistant for kitchen and bathroom renovations:

All Truss users get 1 month free and 50% off the basic plan for the first three months. You can access this deal through the ‘Rewards’ tab on your Truss dashboard.

We are committed to continuously improving Truss to meet your needs. If you have any questions or feedback, please don’t hesitate to reach out to our support team.

We are excited to share a new feature that will enhance your Truss experience:

We understand some vendors still prefer physical checks. That’s why we’re pleased to announce you can now order a customized checkbook for your Truss account.

How to order your Truss checkbook

As a valued existing customer, you can now order your own customized Truss checkbook by following the order checkbook steps through the dashboard.

Our Business On-The-Go checkbook includes 50 checks with a register and vinyl cover. Your custom business name, address, and phone number will be included in the top left corner of the check.

We are committed to continuously improving Truss to meet your needs. If you have any questions or need assistance, please don’t hesitate to reach out to our support team. We look forward to continuing to support your business needs.

Best regards,

Matthew Smith

CEO, Truss

We understand managing bill payments is a critical part of your business. To make this process smoother and more efficient for you, we have introduced the ability to retry failed bill payments.

Update and Retry

If you enter invalid information when creating a bill, or if your vendor enters their information incorrectly when accepting a payment, you can now update and retry the bill payment without having to create a new bill.

More details on how to retry failed bills here.

If you have any questions or need assistance with this new feature, our support team is here to help. Feel free to reach out to us, we’re happy to help.

Coming Soon: Partial Bill Payments

We are also excited to let you know that we are currently working on a partial bills feature. This will allow you to pay bills partially within Truss, providing even more flexibility in managing your bills. Stay tuned for more updates!

At Truss, we’re always looking for ways to enhance your banking and payments experience. We're thrilled to share some significant updates and a sneak peek at what's coming next!

Enhanced Bill Management Made Easy

1. New "Create Bills" Flow

Creating bills is now smoother than ever with our new flow. You can upload attachments directly and review details simultaneously, ensuring accuracy and saving you time.

2. Imported Bills Table

Bills imported from Quickbooks Online will now directly populate into the table on your Bills Dashboard in Truss. This gives you a clearer and more comprehensive view of all your outstanding bills.

3. Streamlined Approval Process

Imported bills from Quickbooks Online will automatically be set to "pending approval," and the account admin(s) will receive notifications to review these.

4. Review & Edit In One Go:

Account admins now have the ability to edit bill details during the review process, providing more control and flexibility.

New Partner Deals

We are thrilled to announce the launch of two new partner deals available on the Partnerships Marketplace:

CompanyCam is a photo-based documentation and communication tool that makes it easy for contractors and crews to keep track of projects in real time.

Truss users get a 14-day free trial and 25% off the first two months.

JobTread empowers you with simple yet powerful project management and construction estimating software to help you tackle projects more efficiently.

Truss users get 50% off their first month.

You can view and access these deals on the "Rewards" page of the Truss dashboard.

COMING SOON

Instant Withdrawals for Vendors

We are excited to announce that we are working on a game-changing feature that will allow vendors to instantly withdraw funds when accepting payments, even on bank holidays and weekends, for a small fee. Vendors will continue to have the existing options to accept funds for free via ACH, check or Truss.

Stay tuned for more updates as we continue to innovate and enhance your experience with Truss.

As always, we are here to help. If you have any questions about the new features or any feedback on how we can serve you better, please do not hesitate to reach out.

We look forward to supporting your continued success!

We are thrilled to announce a new payment feature that provides added flexibility for your vendor bill payments.

Introducing Check Payments to Vendors

When you send a bill payment to a vendor, they can now accept the payment via a mailed check, in addition to our existing payment methods,

If you know your vendor prefers a check, you can also choose the check delivery option when initiating the bill payment.

How It Works

You can either choose 'Check delivery' as the payment method when making a bill payment and enter your vendor's address for them.

Or, if you select 'Let vendor decide' how to accept the payment, they can choose the 'Check delivery' option when accepting the payment.

A check will be sent to the provided address and delivered within 5-7 business days.

Learn more about how to send a check here.

Benefits for You

No Additional Cost: There is no cost for sending checks, either for you or your vendors.

No Setup Required: This feature is automatically available for all your bill payments — no need to enable anything on your part.

Transparency and Control: Easily track and cancel check payments from your dashboard.

Coming Soon

Order Checkbooks from Your Truss Account

To further enhance your payment capabilities, we are excited to announce that soon you will be able to order checkbooks directly from your Truss account.

This will allow you to maintain a physical checkbook for any immediate or onsite payments.

Simplified Bill Payments and Vendor Checkout

We will soon update the user interface for bill payments and the vendor payment checkout process.

These updates will make it easier for you to manage bill payments in Truss and simplify the process for vendors to accept payments.

Should you have any questions or need further information, feel free to contact our support team. We are here to assist you!