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.
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 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.
More Features
Everything else you need to run your business.
QUOTING
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.
JOB SCHEDULING
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.
ON MY WAY
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.
EXPENSE TRACKING
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.
PROFESSIONAL INVOICING
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.
CLIENT MANAGEMENT
Client Management
Keep all your client details in one secure place. Save company names, contacts, and multiple addresses. When you're ready to invoice, just select the client and we'll fill in the rest.
RECURRING JOBS
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.
CRM for Every Trade
Manage your customer relationships better, no matter your industry.
Landscapers
Locksmiths
Pest Control
Pool Service
Electricians
HVAC Techs
Carpenters
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. Built for UK tradies to save time and get paid faster.