Trueleveler Help Center
The Trueleveler Help Center is the documentation for every engine, workflow tool, workspace view and setting in the app. Each guide explains what a feature does, what to upload, how to run it and how to read the result, and the engine guides add every control, the chain graph, exports and troubleshooting.
Updated
New to Trueleveler? Start with Your first analysis. Want to explore without uploading your own docs? Try the sample data. Looking for a specific engine? The sidebar lists all 33 — or jump straight to one of the popular pages below.
Start here
Your first analysis
Sign up → create a project → upload a document → run an engine → read results. 10 minutes, one real analysis.
Try engines with sample data
Five engines ship with a pre-loaded example scenario. Click one and see what the output looks like without touching your own docs.
Key concepts
Projects, sessions, chains, trackers, run quotas. The vocabulary you need to navigate the rest of the docs.
Engines (28)
Every engine has its own deep guide covering inputs, step-by-step walkthrough, control reference, chain graph, and troubleshooting. Jump to any of them from the sidebar or click a card below.
RFQ Generator
Build a structured, bid-ready RFQ from scope documents.
Bid Leveling
Compare up to 10 vendor quotes side-by-side against your RFQ.
Bid Scope Compliance
Verify each bid covers every scope requirement before you commit.
Submittal Extractor
Scan spec sections and build a complete, sortable submittal register.
Contract Review
Flag risky clauses, missing protections, and liability exposure.
Contract Summary
PM-friendly summary of key terms, obligations, and critical dates.
PM Handoff Report
Compile risks, scope gaps, contacts and milestones into a structured handoff brief.
PO vs Quote
Cross-check Purchase Order against the original quote — catch pricing discrepancies.
Quote vs Invoice
Compare vendor invoice against the original quote — catch overcharges and billing errors.
PO vs Invoice
Match Purchase Order to incoming invoice — verify the vendor billed what was ordered.
Change Order Review
Check if CO work was already in scope and flag excessive pricing.
Pay App Audit
Narrative audit of a pay application — billing accuracy, unsupported costs, duplicates, retainage drift.
COI Tracker
Verify insurance coverage limits, expiry dates, additional insureds, and flag gaps.
RFI Tracker
Extract RFI items, prioritize open issues, and surface cost impacts.
Owner Report
Generate executive owner report with schedule status, budget, and risks.
Field Daily Report
Structure daily field data: work completed, manpower, weather, safety issues.
Punch List
Extract deficiency items and assign trade responsibilities.
Submittal Tracker
Track submittals through the full lifecycle — extraction to final approval.
Procurement Tracker
Live PO log — track deliveries, invoices, and budget burn across all vendors.
RFI Drafter
Drafts RFIs from spec/drawing conflicts with cited evidence and recipient routing.
Submittal Reviewer
Spec vs submittal text → structured deviation findings + review_result.
Voice Synthesis (Meetings)
Recorded meeting → structured minutes with every decision, action, and risk anchored to its exact audio moment.
Closeout Builder
Warranties + as-builts + punch closeout + O&M docs → owner package.
Equipment Scheduler
Cross-project shared equipment — conflict detection + re-sequence proposals.
Pay App Review
AIA G702/G703 → reconciled line items + math/over-billing flags.
Schedule Risk
CPM + 1000-trial Monte Carlo over your schedule + tracker state.
Daily Log Synthesizer
Today's voice + photos + deliveries + RFIs → structured daily report.
Punch List Drafter
Site-walk voice + photos → structured punch list with trigram dedupe.
Warranty Compiler
Approved submittals + POs → structured warranty package for closeout.
As-built Reconciler
Construction-set vs field-marked as-builts → structured redline log.
Bid vs Actual
Closeout report comparing original bid line items against actual cost outcomes.
Scope Builder
Spec text → trade scope narratives (inclusions / exclusions / assumptions / qualifications).
Notice Builder
Draft a contractually-compliant notice (delay, change, claim, non-payment) with the right clause, deadline, and recipients.
Workflow tools (5)
Schedule Tracker, Email Classifier, and Task Manager don't consume analysis runs and are available on every plan, including the free trial. Doc Chat is the exception: each question costs one run from the same monthly pool the engines use, so it needs a plan that includes runs. Compose Email is free while in beta.
Schedule Tracker
Build and baseline a Gantt chart, track dependencies, and surface slippage against the original plan.
Email Classifier
Paste project emails — the AI categorizes them (RFI / submittal / invoice / CO) and suggests next actions.
Task Manager
Lightweight project task tracker with subtasks, due dates, and AI-suggested tasks from engine runs.
Doc Chat
Ask questions about any uploaded document. Backed by the same AI that runs the engines.
Compose Email
Draft a project email from a brief, fact-checked against your own documents before you send it.
Workspace views (13)
Every sidebar view in the app has a dedicated guide covering every button, filter, and modal.
Command Center
The project dashboard: Pulse breakdown, field signals, margin and cashflow verdicts, owner access links.
Projects
Create, switch, archive, and delete projects. Owner roles and access control.
Documents
Upload, organize, tag, and preview files. Search and filter across doc types.
Vendor Database
Add vendors manually or via CSV import. Ratings, trade tags, contact management.
Procurement Tracker
Items, vendors, PO status, delivery ETA, and budget burn across all trade packages.
Submittal Tracker
Extract submittals from specs, track through architect review, archive.
RFI Tracker
Centralize RFIs, track response times, flag overdue items.
COI Tracker
Upload ACORD 25s, compare against contract requirements, expiry alerts.
Punch List
Extract items from walkthrough documents, assign to trades, track close-out.
Tasks
Granular task + subtask tracking. AI-suggested tasks from engine runs.
Schedule
Gantt view, baseline snapshots, dependencies, critical path.
Analytics
Cross-project savings, issues caught, engine usage, and ROI dashboards.
Project Pulse
Rolled-up health score for a project across 6 control categories.
Cross-cutting reference
Engine chains
How engines feed each other. How engines feed each other, with an interactive graph of the chain connections.
Exports & reports
PDF / XLSX / CSV options per engine, reviewer sign-off workflows.
Settings
Every field in the settings panel explained — currency, units, tolerances, API keys, notifications.
Team & roles
Invite teammates, role-based access (owner / admin / member / viewer), organization setup.
Billing & plans
Trial → Pro / Business / Enterprise upgrade paths. Founding 25, usage quotas, invoices.
Reference
Keyboard shortcuts
Complete list of keyboard bindings across the app.
Glossary
Construction + platform vocabulary — from CSI MasterFormat to “chain carries data.”
Troubleshooting
Common errors, upload failures, authentication issues, and how to fix them.
Still stuck?
If you can't find what you're looking for, the support team responds to most beta messages within a few hours. Feedback on the docs themselves is welcome too — email beta@trueleveler.com or use the feedback form.