Every Tool You Need. Nothing You Don't.
A complete look at what's included in True Home — organized by how you actually work.
Works standalone with any PM tool Full platform
Payments & Compliance Works standalone with any PM tool
The wedge: route your money and compliance through True Home even if you keep your current project management software. Money can't move to a non-compliant sub.
Insurance certificate (COI) tracking and expiry alerts
Know who's compliant and re-verify coverage at the moment of payment - not just at onboarding.
W-9 collection and subcontractor onboarding
Collect W-9s, licenses, and certifications once - tracked and renewed automatically across every job.
Lien waiver tracking and collection
Collect waivers as part of the payment flow and assemble the trail your title company expects.
Compliance-gated payments
Payment is structurally blocked until COI, W-9, and waiver are current. Not a reminder - a gate.
Client-to-sub payment rail
Collect from clients by ACH or card, hold until work is approved, and release to subs on approval.
Payment release on approval
Tie every payout to verified progress so you never pay for work that isn't done.
Expedited payment options for subs
Standard payout is free for subs. A sub who wants money sooner can opt to expedite and cover the fee themselves.
Draw schedule creation and management
Define draw milestones, tie them to verified completion, and release funds when conditions are met.
Invoice management
Receive, review, and approve sub invoices without the email back-and-forth.
Project Management Full platform
Run the whole build on True Home when you're ready - no second tool required.
Project dashboard with status overview
See every active build at a glance - budget, timeline, and status in one view.
Milestone and phase tracking
Define build phases and track completion against your schedule.
Schedule management
Set start and end dates for every phase and get notified when things slip.
Critical path and Gantt views
Visualize dependencies and see how delays cascade across the timeline.
Task assignment and progress tracking
Assign work to your team and track completion without a separate tool.
Bid and quote requests
Send scoped bid requests to your subs and compare responses in one place.
Work order creation and assignment
Issue scoped work orders with clear deliverables and timelines.
Sub performance history
Track on-time delivery and quality across jobs so you know who to call back.
Message board and team communication
Keep all project communication in one place - searchable, logged, and not in someone's inbox.
Document Management Full platform
Contract generation and management
Generate professional contracts from templates and manage them by project.
E-signature support
Send documents for signature and get legally binding sign-off in minutes.
Vendor contract management
Generate, send, and store sub agreements - all linked to the right project.
File storage and organization by project
Plans, permits, photos, and correspondence - organized where they belong.
Document version history
Know which version of a plan or contract is current - and who changed what.
Client Portal Optional Full platform
Real-time project status for homeowners
Clients see where their build stands without calling you for an update.
Milestone visibility and progress updates
Homeowners see milestone completions as they happen - on your terms.
Document sharing with clients
Share plans, contracts, and selections directly - no email attachments needed.
Approval workflows for change orders
Clients review and approve change orders digitally - no paper, no delays.
Reporting Full platform
Project financial summaries
Budget, spent, and remaining - by project, by phase, by sub.
Project-level cost tracking
See budget vs. actual at the project level, not buried in your accounting software.
Schedule vs. actual reporting
See where you're running ahead or behind - before it becomes a problem.
Sub and vendor activity reports
Track which subs are active, compliant, and delivering on time across your jobs.
Portfolio-level overview
See all active projects in a single view - health, budget, and schedule at a glance.
Integrations
QuickBooks, NetSuite, Stripe, Plaid, Matterport, and Google Maps - and True Home works alongside the project management platform you already run.
See How It Works With Your ToolsReady to see these in action?
Get started today or schedule a personalized demo.