01 · Getting started

Quickstart · your first 5 minutes

The Quickstart is a five-minute path from sign-up to your first result. Sign up and create a workspace, create a project, run Bid Leveling on a BOM and two to ten vendor quotes, and ask Pulse a question about the lowest bid. Every engine works the same way: upload, analyze, review, export.

Updated

01 · Getting started

1. Sign up + create a workspace

Sign up at trueleveler.com. We'll ask for your firm name and create your workspace. Skip the team-invite step for now; you can come back to it.

02 · Getting started

2. Create your first project

One project = one job. Give it a name and a value estimate; that's it. You can add a GC / owner / schedule later.

03 · Getting started

3. Drop a bid pack

Click Run Engine → Bid Leveling. Upload your BOM (xlsx or PDF) and 2–10 vendor quotes. Hit Run. Most bid tabs are leveled in under a minute.

04 · Getting started

4. Ask Pulse a question

Click the Pulse tab. Ask "what did the lowest vendor exclude?" — Pulse cites the exact line in the bid PDF.

05 · Getting started

5. You're in

That's the whole product. Every engine works this way: upload → analyze → review → export. Now go explore Meetings, Procurement, and the other engines.

★ · Still stuck?

Email support.

Priority support on Business and Enterprise plans. support@trueleveler.com