Trueleveler Help Center
Deep documentation for every engine, tool, tracker, and workflow in Trueleveler — with step-by-step walkthroughs, screenshots, and a button-by-button control reference for each page.
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 19 — 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
Every engine ships 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.
AI engines (19)
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.
Workflow tools (4)
Workflow tools don't consume AI analysis runs. They're available on every plan, including the free trial.
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.
Workspace views (12)
Every sidebar view in the app has a dedicated guide covering every button, filter, and modal.
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. Interactive graph of all 51 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.