Getting started
Welcome to TREVY! This guide will help you get your account ready, set up your business, and start managing your work.
You don't need to configure everything before getting started. Follow the steps below to learn the essentials, then explore other features as you need them.
Download the TREVY app
TREVY is a mobile app for iPhone, iPad, and Android, so you'll need it on your device before you can create an account.
Download TREVY for free from the App Store or Google Play.
Once the app is installed, open it and continue with the steps below.
Get up and running
Create your account
Create your TREVY account using your email address, Google, or Apple.
If you register with an email address and password, you'll also need to verify your email before continuing.
Set up your business
Add your business name, contact details, and other information that will appear on your quotes and invoices.
You can start with the essentials and complete the remaining details later.
Get familiar with TREVY
Learn how to move around the app and find the tools you'll use most often, including Jobs, Quotes, Invoices, and Clients.
Explore the demo documents
Take a look at TREVY's demo documents to see how quotes, jobs, and invoices work before creating your own.
Demo documents let you explore without affecting your real customer work.
Add your first client and job
Ready to start using TREVY for real work?
Add your first client, create a job, and begin organising your schedule.
What's next?
Once you've completed these steps, you're ready to start using TREVY in your day-to-day work.
You can explore additional features whenever you need them, including expenses, online payments, accounting integrations, and your business website.
Need a hand?
If you have questions or run into a problem, you can contact TREVY Support. We're here to help.