The Ultimate CRM for Trades

Know Your Clients,
Grow Your Business

From single homeowners to real estate agents with 50 properties. Manage everyone in one place with ease.

Your New Workday

See how you manage your biggest client—a busy Real Estate Agent.

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.

One Client, Many Locations

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

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.

Built for Growing Businesses

Multi-Property Support

Perfect for Real Estate and Strata work. Link unlimited properties and site addresses to a single billing client.

All Contacts Sorted

Keep track of tenants, owners, and site managers. Add multiple phone numbers and emails to any profile.

Complete History

Never forget a detail. Every quote, invoice, note, and photo is saved against the client forever.

CRM for Every Trade

Manage your customer relationships better, no matter your industry.

Electricians

Link real estate agents, tenants, and landlords. Keep contact details organized for every electrical safety check.

Plumbers

Track job activity across multiple properties for one client. Perfect for managing strata and real estate contracts.

Carpenters

Keep builder and architect details handy. Manage site contacts for all your active projects in one place.

Builders

Manage communication with sub-contractors and clients. Keep a complete history of every conversation and approval.

Landscapers

Track gate codes and access instructions for every garden. Notes are saved against the property forever.

HVAC Techs

Maintain asset histories for commercial clients. Know exactly which unit was serviced at which location.

Glaziers

Manage claims with insurance builders. Keep the tenant and the insurer details separate but linked.

Roofers

Keep track of past repairs for every address. Build a long-term service history that adds value to your business.

Painters

Record paint colors and finishes for every room. Delight clients by knowing exactly what was used years later.

Handymen

Manage a diverse client base effortlessly. Search by name, address, or phone number to find anyone instantly.

Cleaners

Store access codes and alarm details securely. Ensure you always have the info you need to enter.

Locksmiths

Verify authority to enter with recorded owner details. Manage master key system records for large sites.

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.

Yes, you can import contacts directly from your phone's address book, making setup quick and easy.

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

Definitely. Each property has its own notes section for access codes, pet warnings, or specific instructions, so you never forget a detail.

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.

Get it onGoogle Play

Know Your Clients, Grow Your Business