TREVY

Our app is currently on pause and will be available again soon. Thank you for your patience!

TREVY
Loading
The Ultimate CRM for Trades

The Simple Client Manager for
Contractors & Trades

Manage customers, properties, and job history in one simple app. From homeowner to real estate agency.

What is a Trade CRM?

A CRM (Customer Relationship Management) app helps you organize all your client details in one place. Instead of searching through texts and emails, you have every phone number, address, gate code, and job history right in your pocket.

With TREVY, you build a database of your customers automatically as you work. You can instantly search any client to see exactly what work you've done for them before.

Whether you are a plumber visiting ten sites a day or a landscaper with recurring clients, TREVY makes you look professional and organized.

Key Capabilities

  • Multi-PropertyLink unlimited properties to a single client (Perfect for Real Estate).
  • Zero SetupStart using it immediately. Add clients as you go, with no complex onboarding.
  • Client HistorySee every quote, invoice, and job associated with a client.
  • Search InstantlyFind any client by name, address, or phone number instantly.

How to Manage Clients

Follow this simple workflow to keep your customer data organized and accessible.

The Real Estate Client

You work for Sarah, a property manager. She sends you jobs for dozens of different rentals. In most apps, this is a nightmare of duplicate contacts.

1
The Real Estate Client step - Viewing client profile

One Client, Many Locations

With TREVY, you add Sarah as **one** client. You effectively link all 15 rental properties to her single profile.

2
One Client, Many Locations step - List of client properties

Property Specific Contacts

Save tenants or site managers against specific properties. When you select a location for a Job, the primary contact is automatically assigned.

3
Property Specific Contacts step - Property details and contacts

Built for Real Estate

Uniquely designed efficiently link one billing client (Agency) to multiple site addresses (Rentals) seamlessly.

Never Lose a Number

Every client details is backed up securely in the cloud. Lose your phone? You won't lose your business contacts.

Simple & Fast

Add new clients in seconds. Our simple design makes it easy to capture details on the go without slowing you down.

The Toolkit

More Features

Everything else you need to run your business.

A carpenter standing next to a female client holding his phone in the family kitchen. He is pointing at the old kitchen cupboard and he is running through the quote with the client as he adds it to the quote in the TREVY app - he will send it when he heads to the next job

QUOTING

ESTIMATE MAKER

Quoting

Send professional quotes to your clients for review and approval. Receive instant notifications when a quote is accepted, so you can lock in the job and start working sooner.

Learn More
Professional tradesman sitting having lunch while using his phone to look through the rest of the day's job schedules on the TREVY app.

JOB SCHEDULING

SMART BOOKINGS

Job Scheduling

Send smart booking confirmations that allow customers to request better times, giving you total control over your dates. Manage your schedule with a simple day view that keeps you focused on the job at hand.

Learn More
Man setting his phone to the phone holder in his work van, preparing to drive to the next job.

ON MY WAY

LIVE TRACKING

On My Way

Let clients know you are on the way to their property with a single tap. They'll receive a live tracking link to see your location in real-time, reducing missed appointments and anxiety.

Learn More
Small business owner taking a photo of a receipt for expense tracking and tax management using a mobile app.

EXPENSE TRACKING

RECEIPT TRACKER

Expense Tracking

Snap photos of receipts and record purchases on the go. Perfect for personal business expense tracking. Manage your suppliers and keep concise records, or export to CSV via data export.

Learn More
Professional tradesman shaking hands with a client while holding his phone, ready to create and send an invoice in seconds via the TREVY field service management app before heading to the next job.

PROFESSIONAL INVOICING

INVOICE GENERATOR

Professional Invoicing

Create professional, customisable tax invoices in seconds. Speed up billing by adding your saved services, offer instant payment links via Stripe, and look forward to even more templates coming soon.

Learn More
Man standing in the early morning with a coffee in front of his work van, ready to get started on a day filled with recurring jobs.

RECURRING JOBS

AUTO-SCHEDULING

Recurring Jobs

Set up automatic recurring jobs for your regular clients. With support for Daily, Weekly, Fortnightly, and Monthly schedules, you can ensure your steady work is always booked in on time.

Learn More

CRM for Every Trade

Manage your customer relationships better, no matter your industry.

Male cleaner standing in a high-rise apartment living room with polished hardwood floors at a real estate client's property, checking the client notes for the door access code

CLEANERS

Cleaners

Store access codes and alarm details securely. Ensure you always have the info you need to enter.
Confident lawn care professional standing on a stunning client lawn with arms crossed and a smile, knowing exactly which client he is visiting thanks to his organized CRM

LANDSCAPERS

Landscapers

Track gate codes and access instructions for every garden. Notes are saved against the property forever.
Handyman kneeling on grass getting straight to work fixing a client's backyard gate latch, having easily found the client's address in the TREVY search

HANDYMAN

Handyman

Manage a diverse client base effortlessly. Search by name, address, or phone number to find anyone instantly.
Smiling female locksmith standing in front of her work van holding an iPad, adding a new emergency client to her database in seconds

LOCKSMITHS

Locksmiths

Respond to emergency jobs instantly. Keep locked-out clients updated with live tracking links.
Professional pest control provider with a backpack sprayer treating a commercial property exterior, reviewing the site history to see what chemicals were used last time

PEST CONTROL

Pest Control

Manage your pest control schedule and recurring garden maintenance. The best app for green-keeping businesses.
Happy pool service professional standing with a scooping net in front of a sparkling pool on a beautiful day, managing one of the multiple rental properties linked to his real estate client

POOL SERVICE

Pool Service

Have your clients pay for pool service and maintenance. Track job activity across multiple properties for one client.
Plumber kneeling with a pipe wrench fitting pipes to a new house foundation, updating the job notes which will be permanently saved to the client's history

PLUMBERS

Plumbers

Track job activity across multiple properties for one client. Perfect for managing strata and real estate contracts.
Happy electrician fixing a living room light switch with a screwdriver, calling the tenant directly from the app to confirm access details

ELECTRICIANS

Electricians

Link real estate agents, tenants, and landlords. Keep contact details organized for every electrical safety check.
HVAC technician squatting down near an outdoor air conditioner unit, looking up the client's asset history to see when this unit was last serviced

HVAC TECHS

HVAC Techs

Maintain asset histories for commercial clients. Know exactly which unit was serviced at which location.
Professional glazier wearing safety glasses and a high-vis vest fitting a sheet of glass to a window, confident that the insurance builder's billing details are correct in the app

GLAZIERS

Glaziers

Manage claims with insurance builders. Keep the tenant and the insurer details separate but linked.
Professional painter in white overalls actively painting a new blue coating on a client's wall with a paintbrush, saving the exact paint color code to the client's file for future reference

PAINTERS

Painters

Record paint colors and finishes for every room. Delight clients by knowing exactly what was used years later.
Carpenter with a carpenter pencil in his ear actively working with a 2x4, looking up the client's site instructions on his phone

CARPENTERS

Carpenters

Manage complex residential project details. Keep track of architect, builder, and owner details for every site.
FAQ

Client Management FAQ

Common questions about managing contacts and properties.

Yes. TREVY is built for this. You can link multiple properties and site addresses to a single billing client (the agent), keeping your records clean.

You can add clients instantly as you create a quote or job. It takes seconds to capture their details and save them to your database.

There are no limits. Whether you have 10 clients or 10,000, TREVY handles them all with instant search.

Yes. You can view the full history of every quote, invoice, and completed job for any specific client in seconds.

Ready to grow your business?

Streamline your business admin. Save time and get paid faster with the app built for service pros. Download TREVY today.