AI-supported project operations for commercial contractors

It does the paperwork.
You run the job.

Trueleveler is AI software that levels your bids, drafts your RFQs and RFIs, and writes your meeting minutes and daily logs — so your PMs don't have to. Free 14-day trial — no card.

Built for estimators and project managers at commercial contractors, not residential remodelers.

Reads real project PDFs · a sales pipeline Web · mobile · desktop
UNDER A MINUTE. DROP THE PDF. SEE WHAT YOUR SPREADSHEET MISSED.
Drop bids to level them side-by-side
PDF · XLSX · CSV · NO SIGNUP · UNDER A MINUTE
Leveled output · redacted HVAC sample <1 min
LINE ITEM Ashby Szabo MetroMech Tri-State
Ductwork $38.2k $41.5k $37.8k $39.6k
AHU / RTU $42.0k $44.2k $40.5k missing
CHW Piping $24.5k $22.8k missing $26.1k
Controls $18.7k $19.2k $18.9k missing
TOTAL $123.4k $127.7k $97.2k* $65.7k*
* incomplete scope — in this sample, the two "lowest" bids each leave out line items.
THE PLATFORM 28 AI engines & a sales pipeline — every phase from preconstruction to closeout.
Click a phase →
01 · PRE-CONSTRUCTION 5 modules in this phase
RFQ Generator
Build a structured, bid-ready RFQ from your scope documents.
Open tool →
Bid Leveling
Compare up to 10 vendor quotes side-by-side against your RFQ.
Open tool →
Bid Scope Compliance
Verify each bid covers every scope requirement before you commit.
Open tool →
Contract Review
Flag risky clauses, missing protections, and liability exposure.
Open tool →
Scope Builder
Spec text → clean trade scopes: inclusions, exclusions, assumptions.
Open tool →
Submittal Extractor
Scan spec sections and build a complete, sortable submittal register.
Open tool →
Contract Summary
PM-friendly summary of key terms, obligations, and critical dates.
Open tool →
PM Handoff Report
Risks, scope gaps, contacts and milestones in a structured handoff brief.
Open tool →
Change Order Review
Check if CO work was already in scope and flag excessive pricing.
Open tool →
Field Daily Report
Structure daily field data: work, manpower, weather, and safety.
Open tool →
RFI Drafter
Draft RFIs from spec/drawing conflicts with cited evidence and routing.
Open tool →
Submittal Reviewer
Spec vs submittal text → structured deviation findings.
Open tool →
Voice Synthesis (Meetings)
Recorded meeting → minutes with every decision anchored to its audio.
Open tool →
Equipment Scheduler
Cross-project shared equipment — conflict detection + re-sequencing.
Open tool →
Daily Log Synthesizer
Today’s voice, photos, deliveries & RFIs → a structured daily log.
Open tool →
Punch List Drafter
Site-walk voice + photos → a structured, deduped punch list.
Open tool →
Notice Builder
Draft a clause-cited contract notice with the right deadline and recipients.
Open tool →
PO vs Quote
Cross-check a PO against the original quote — catch pricing drift.
Open tool →
Quote vs Invoice
Compare a vendor invoice against the quote — catch overcharges.
Open tool →
PO vs Invoice
Match a PO to the incoming invoice — verify what was billed.
Open tool →
Pay App Audit
Audit a pay app: accuracy, unsupported costs, duplicates, retainage.
Open tool →
Owner Report
Executive owner report with schedule status, budget, and risks.
Open tool →
Pay App Review
AIA G702/G703 → reconciled lines + math / over-billing flags.
Open tool →
Closeout Builder
Warranties + as-builts + punch + O&M docs → the owner package.
Open tool →
Warranty Compiler
Approved submittals + POs → a structured warranty package.
Open tool →
As-built Reconciler
Construction set vs field-marked as-builts → a redline log.
Open tool →
Schedule Risk
CPM + 1000-trial Monte Carlo over your schedule + tracker state.
Open tool →
Bid vs Actual
Compare original bid line items against actual cost outcomes.
Open tool →
START HERE · TOP ENGINES

The engines that do the paperwork. Each one runs on its own.

No seats to license, nothing to implement. Drop a file and the engine does the work — leveling a bid, drafting an RFQ, reviewing a contract or a pay app. Each one also feeds the next: bid leveling into contract review, contract review into pay-app review, and on down the job.

Pre-award

AI Bid Leveling

Normalize 10 vendor quotes — find the real low cost, not the headline figure.

Pre-bid

RFQ Engine

Scope to vendor-ready RFQ in 60 seconds — CSI-aware, clause-library-fed.

Award

AI Contract Review

Risk-tagged subcontract analysis — catch the AIA gotchas before signature.

Post-award

Pay App Review

AIA G702/G703 cross-checked against actuals, retainage, and lien waivers.

See all 28 engines →
The Chain · One output feeds the next

Every engine’s output is the next engine’s input.

This is the part a pile of disconnected features can’t fake. Level a bid and the winning vendor flows into contract review. Approve the contract and its terms flow into the pay-app review. Nothing is re-keyed — the project compounds as it moves from pursuit to closeout.

Run any engine on its own — or let each one feed the next.

Pre-award
AI Bid Leveling
Drop 5 quotes, get a leveled sheet with scope gaps flagged.
Leveled sheet · Div 05
AESS steel$461,000 ✓
Steel deckSCOPE GAP
Award →Truax
feeds → the winning vendor + scope
→
Award
AI Contract Review
Flags risky terms; the awarded vendor + scope arrive pre-filled.
Contract · Truax
§11.4 LD capFLAG
Retainage10% ✓
Terms →locked
flows into → the executed terms + retainage
→
Post-award
Pay App Review
Reconciles each draw against the contract terms — no re-keying.
Pay App #4 · Truax
Steel framing+25% OVER
Retainageheld ✓
Approve →$310K
carries into → … and on, through closeout
See the full 28-engine chain → 28 engines · one continuous data flow · 0 re-keying
§ · · · THE LEDGER · EARLY ACCESS

A ledger beside your books.In early access, with QuickBooks & Sage import files.

Most procurement tools stop at the PO. Trueleveler’s ledger is a double-entry verification layer beside your accounting system, not a replacement for it, and it is in early access. Pay apps, job costs and payments can post to it, and you can compare each job with your WIP schedule. You don’t switch accounting tools; you stop re-keying into them, and download the posted entries as a QuickBooks- or Sage-import file in one click. A live QuickBooks Online sync is in development.

Native double-entry ledger beside your books — journal posting + reversing entries
Certify a pay app and its revenue and retainage post once the job’s budget is loaded; mark it paid and the cash receipt posts (you need posting rights)
Costs and vendor payments post in one click on Sync, or every night if you turn on nightly posting, which is off until you enable it
A job-by-job comparison with your WIP schedule flags where revenue, cost, billings or retainage differ; a figure not posted yet shows as pending
Maker/checker posting (one person certifies, another posts; owners and admins can do both) & a change history on budget and pay-app figures
WIP snapshots — freeze the schedule as of a date and open that same schedule again later
AIA G702/G703 pay apps, AR aging & a 90-day cash-flow forecast
Trueleveler job ledger: income statement and balance sheet for one project, with the trial balance and journal entries posted from pay apps, receipts, and cost syncs
The job ledger · statements, trial balance & journal entries · sample data
More on the early-access ledger →
§ · · · WIN THE WORK · SALES

From pursuit to award.Then a hand-off with zero double entry.

The work starts long before the contract. Trueleveler runs the whole pursuit — qualify, estimate, propose, win — and the moment a deal is won, the same project flips to active and seeds the job budget. No re-keying, no dropped scope between the BD team and the PM.

Opportunity pipeline with Go/No-Go gates & deal-health scoring
Line-item estimates that become branded proposals — PDF or editable Word
AI coach, battlecards & win/loss analysis from your captured reasons
CRM accounts + revenue outlook — weighted pipeline and secured backlog
Win a deal and the job budget seeds itself — one record, pursuit through closeout
Trueleveler sales pipeline board: eight active pursuits from lead to negotiating with pipeline value, weighted value, win rate, forecast, and deal-health chips on every card
Sales pipeline · pursuit board · sample data
See the full sales workspace →
§ · · · THE FIELD · PROGRESS

Progress, painted on the drawing.The percent flows straight into Schedule and the pay app.

Walk the job, paint what’s in. Color-coded zones on any sheet or elevation become a quantity-weighted percent complete — part of the same drawing layer your markup and field sketches live on, so the number sits beside the schedule and the G703, not in a camera export headed for Excel. No 360-degree capture rigs, no separate AI-capture subscription: a phone and the drawings you already have.

Paint zones with a flood-fill tap or by tapping corners — on plans and elevations alike
Per-trade rules-of-credit stage legends — customize the stages and how each one weighs
Installed-count tracking — 500 cleats on the sheet, 320 in the wall, reads 64%
Zones link to schedule activities & SOV lines — auto-linked by trade
One-click pull into Schedule % and G703 pay-app lines
A top-level Progress view — overall, per sheet, per trade, 60-day trend & unlinked-zone triage
A rough sheet-estimate slider for quick calls — and the same painting workflow on your iPhone
Trueleveler Progress painter: color-coded zones flood-filled on a plan sheet, per-trade percent complete with quantities, and a 67 percent sheet rollup
The Progress painter — quantity-weighted % from painted zones
See field progress in full →
§ · · · WHERE TRUELEVELER SITS

Your PM tool runs the project.We catch what it misses.

Procore runs your project. We read every document in it.
Sage bills your hours. We reconcile every dollar in it.
Autodesk BIM 360 wins BIM and model coordination. We host the working drawings — markup, revision compare, offline sheets, progress painted right on them.
A Procore account connection is live today (sync is next); Autodesk, Sage, Foundation & Viewpoint connectors are on the roadmap. Today, export to PDF or XLSX and drop them straight in — the leveler doesn't care which tool they came from.
§ 03 EVERY SEAT AT THE TABLE

One tool.Every role in the chain.

Procurement isn't one person's job — it's a relay. Estimators, PMs, GCs, subs, owner's reps, and the controller all touch the same bid, contract, and invoice. Trueleveler meets each of them where they are.
01 · ROLE

Estimator / Quantity Surveyor

"Stop losing margin on bids you couldn't fully compare."
Level up to 10 vendor bids — most tabs in under a minute
Flag scope gaps and exclusions automatically
Ship audit-ready comparison reports
02 · ROLE

Project Manager

"Stop discovering risk after it's already costing you."
Weekly owner reports assembled from project data
RFI aging, COI expirations, submittal status at a glance
Change orders benchmarked against awarded rates
03 · ROLE

GC / Specialty Sub

"Stop signing contracts you haven't fully read."
Plain-English contract review in minutes
Pay-if-paid, retainage, and LD clauses surfaced
PO/invoice reconciliation against the awarded quote
04 · ROLE

Owner's Rep / AEC Firm

"Stop paying a firm what your software could deliver."
Independent third-party scope leveling
Change order benchmarking and contract review
End-to-end procurement audit trail
05 · ROLE

Preconstruction / BD Lead

"Stop running pursuits out of a spreadsheet and your inbox."
Pipeline with Go/No-Go gates and deal-health scoring
Line-item estimates into branded proposals in a click
Win the deal and the job budget seeds itself
06 · ROLE

Finance / Controller

"Stop re-keying the field into your books."
A double-entry verification layer beside QuickBooks & Sage (early access)
WIP tie-out, retainage, and over/under billings — always current
One-click export — no double entry between field and books
Built for the relay

A relay only works if the baton actually passes. Assign a record and the assignee hears about it, the conversation stays on the record, and the people outside your seat count can still respond.

Assignment notifications — in-app bell plus batched email, on every tracker
Comment threads with @mentions on RFIs, submittals, change orders, QA/QC, contracts & schedule
Free external collaborator links — RFI responses, live schedule shares, bid invitations & a read-only portal, with viewed tracking, reminders & revoke; no seat consumed
Every record assignable — All/Mine filters across the trackers
Meeting action items become assigned, notified tasks
★ Shipping log View all →

What shipped, and when.The running log.

★ Now live
October 5, 2026

Plainer wording, clearer Team screens and a better phone app

The footer, the tab title and printed reports say just Trueleveler, Team permissions are in plain words with the right field-seat count, and on the phone the RFI question comes first, replies are signed with a name and the sheets follow your light or dark theme.

See what's new →
★ Now live
October 5, 2026

Engine results that add up, and one overall progress figure everywhere

Overall progress is weighted by activity length on the Schedule, Owner Report, PM Handoff and Pulse, Scope Compliance totals are right, Build RFQ from scope opens with the scope in place, and Days since last counts recordable incidents. Lapsed bonds read Lapsed.

See what's new →
★ Now live
October 5, 2026

Emails and trackers show what is really there

An open email shows who sent it and what it says, and search finds the text. Filter chips stay put, the RFI window updates after you send, Critical shows on the Punch List and open notices load after a save.

See what's new →
★ Now live
October 4, 2026

Features that did nothing on a first visit now work

Punch List recordings, the RFI Drafter buttons, Daily Log + RFI, the PO vs Invoice toggle, Notices and My Work approvals now work on a first visit. Dates show your own day in the evening, and the Meetings Owner view hides pricing rows.

See what's new →
★ Now live
October 3, 2026

Opportunities: real leads, ranked for your trade and region

In Sales mode, Opportunities lists projects worth a look before an RFQ goes out, scored for your trade and region: federal notices from SAM.gov, building permits from Los Angeles and seven more places, and public construction bids from Los Angeles RAMP and the New York City Record.

See Opportunities →
★ Now live
October 3, 2026

My Board puts the charts first

One slim bar replaces the three boxes that sat above the charts, so the first chart starts near the top of the page. The project and the dates are chips behind + Filter, and removing a tile now shows an Undo for eight seconds before anything is saved.

See what's new →
★ Now live
October 2, 2026

Company Qualification Package: a PDF and a spreadsheet for the GCs who ask

Enter your insurance, bonding, financials and safety hours once in Settings > Qualification data, then build the package a general contractor asks for as a PDF or a spreadsheet. Every blank says "Needs input", and the OSHA pages are a worksheet to help you fill in the forms, never a certified form.

Read how it works →
★ Now live
October 1, 2026

Paid purchase orders: locked, corrected on screen, and payments you can reverse

Once a payment is on record, a purchase order's lines, tax, vendor and status are locked. Fix a mistake with Adjust this PO, which adds a dated correction beside the original, or take a wrong payment back with Reverse payment. Large ones wait for a second person to approve, and the original always stays on record.

See how corrections work →
★ Now live
September 2026

My Board — your own dashboard, built from your trackers

Pick a tracker — RFIs, submittals, change orders, T&M tickets, inspections, safety incidents, insurance certificates and more — and group it by trade, assignee, vendor, project, or by week and month. Show it as a number, bars, a line, a donut, a list, a table or a pivot, open the records behind any value in a list, table or pivot, and share the board with your company.

See what's new →
§ 04 WHY THIS EXISTS

Built by a builder.For the firms that hated leveling.

Trueleveler is in early access — a founding cohort of 25 firms, locked at $99/mo Pro for life. We're at the start. The first 25 firms shape what comes next.
25
FOUNDING SPOTS · OPEN NOW
Locked at $99/mo Pro for life. Reg. price $199/mo when the cohort closes. Direct line to the founder, roadmap input on every new module, and a hand in shaping where the platform goes next.
"
Three weeks of leveling subcontractor bids in Excel cost a project. Different bidders called the same scope different things. Two of them quietly excluded ductwork. The lowest "low bid" wasn't actually the low bid.

Procore runs your project. Sage bills your hours. Nothing in between leveled bids the way I needed them leveled — line by line, scope by scope, in minutes instead of weeks.

Trueleveler is what that turned into. 28 AI engines and a full sales pipeline across the lifecycle. Drop the PDF. See what your spreadsheet missed.
— The Founder Construction PM · Built this from the field
§ 05 PRICING

Pay for what your team will actually run.Not per-seat. Not per-project.

Flat tiers, every module included on every paid tier and on the free trial. No training fees. No rip-and-replace. Start free for 14 days and keep whatever you set up.
Founding 25: your $99/mo rate is locked monthly — no annual needed.

Free Trial

Try every module. No card.
$0 14 days
✓All 28 engines + every tracker, finance & sales
✓15 analysis runs (any engine)
✓3 users
✓Email support
FOUNDING 25 · OPEN NOW

Pro

$99/mo Pro for life — locked in before the cohort closes.
$99 / mo
$1,188/yr if billed monthly
Reg. $199/mo when cohort closes.
The $99/mo Founding 25 rate is for monthly billing only.
✓All 28 engines + every tracker, finance & sales
✓100 analysis runs / month
✓10 active projects
✓3 users (plus unlimited field seats)
✓Standard export formats
✓Benchmark dataset access as the pool fills (Founding 25)

Business

For multi-office firms running 10+ projects.
$499 / mo
$5,988/yr if billed monthly
✓Everything in Pro
✓300 analysis runs / month (Pro: 100)
✓30 active projects (Pro: 10)
✓10 users (plus unlimited field seats)
✓Company Playbook for Contract Review
✓Priority support

Enterprise

For national GCs and AEC firms.
$1,099 / mo
$13,188/yr if billed monthly
✓Everything in Business
✓2,500 analysis runs / month
✓Unlimited users
✓Unlimited active projects
✓Google SSO today
○Microsoft & SAML SSO (on the roadmap)
✓Priority processing and dedicated support
§ 06 TRUST · COMPLIANCE · QUESTIONS

The deal-breakers,handled in one page.

Two things separate a tool you'll try from one you'll deploy: can you trust it with your documents, and does it answer the four or five questions every buyer asks. Both, together, here.
SECURITY & PRIVACY
✓
You control retention
Analysis documents are processed in-memory and not retained. Files you save stay private and encrypted; cross-document retention is opt-in, off by default.
✓
Never used to train AI
Your bids, contracts, and invoices are never added to any training dataset. Ever.
✓
Encrypted in transit (TLS 1.2 or higher)
Encryption in transit on every connection. AES-256 at rest for anything you choose to save.
✓
GDPR + CCPA compliant
DPA available on request. Right to erasure processed within 14 days of a verified request.
✓
SOC 2 on our roadmap
SOC 2 is on our roadmap. Enterprise buyers can request our current security questionnaire today.
✓
Database in the EU
Your project data is stored in Frankfurt (AWS eu-central-1) and our app servers run there too; AI processing runs in the United States. Encrypted backups with point-in-time recovery. Every provider and its region is listed in our DPA.
FREQUENTLY ASKED
14 days, every engine unlocked, 15 analysis runs, no credit card required. If you do nothing at the end, your account moves to the free plan — every project, drawing, and record stays exactly where it is, and the procurement and submittal trackers keep working. AI engine runs pause until you upgrade.
In Contract Review, every quote is checked against the documents you uploaded; one it can't find is removed and marked "Quote not found in your document", and the finding stays. In Pay App Review, the totals are added up in code, not by the AI, and the pay application's own arithmetic is checked to the cent. It's a first pass, not a replacement for counsel: for master agreements, large GMP contracts and anything novel, you still want a lawyer.
A Procore account connection is live today (RFI/submittal/drawing sync is next). Purpose-built connectors for Autodesk, Sage, Foundation and Viewpoint are on our roadmap (no firm ship date to announce yet). What works today: export from those tools as PDF or XLSX and drop them straight into Trueleveler, and download posted entries from its early-access ledger in QuickBooks- and Sage-import formats. You can also build your own integration on the read-only public REST API with outgoing webhooks — create a key under Settings → Integrations → API keys (owners and admins).
Yes. Pro includes 3 seats, Business includes 10, Enterprise is unlimited — and on every paid plan, Foreman/Superintendent field-crew accounts don't count against that limit at all. Google Workspace sign-in works today; Microsoft 365 SSO, SAML, and SCIM are on our roadmap. And the people outside your company never need a seat: send a free collaborator link — an RFI response link, meeting-minutes sign-off, a live schedule share, a bid invitation, or a read-only portal — and subs, architects, and owners respond without an account, with viewed tracking, reminders, and one-click revoke.
Native (text-layer) PDFs, XLSX, CSV, and DOCX for contracts. Images (PNG/JPG) for field reports. Scanned PDFs are read by Project Pulse and by COI parsing, but not by the analysis engines — export a native PDF for those. Up to 50 MB per file, 10 files per job.
You do. Always. We don’t train AI models on your project data, and our AI subprocessors are contractually barred from doing so as well — see our DPA. The one thing that can ever leave your own account is the market benchmark, and it is off by default: an owner has to switch it on in Settings, only anonymized awarded line-item prices are ever included, and switching it back off removes yours immediately.
Nothing punitive. You'll get an in-app heads-up at 80%. We never auto-charge overages — you choose to upgrade or wait for your next cycle.
§ 07 · Founding cohort · early access

Build this
with us.

First 25 firms get Pro at $99/mo, locked for life. Try every module free for 14 days — no card, keep what you create. The first cohort writes the playbook with us.
Apply for beta access
FOUNDING 25 25 spots open — $99/mo Pro, locked for life.
SETUP Upload the first bid in under 2 minutes. No onboarding call required.
SUPPORT Human reply within 4 business hours, Mon–Fri 7a–7p ET.