TREVY Founder Program
A limited program for early members who want to shape TREVY's direction, get direct access, and lock in founder benefits while helping build what comes next.
Product Roadmap
Explore the ideas and improvements shaping what comes next for TREVY. There is no fixed order, but anything actively being built is marked In Progress and shown first.
Priority
In Progress
Marketing & SEO Awareness
Focusing on helping more tradespeople find TREVY. I am optimizing the search presence and spreading the word to grow the community.
Priority
In Progress
Product Documentation Coverage
Bring TREVY's documentation up to full coverage of the current product, with clear guides for all available features and core workflows.
Major Feature
In Progress
Web App
Bring the full TREVY experience to your browser. Everything you can do in the mobile app, from quotes and invoices to scheduling and day-to-day operations, available on desktop, laptop, or tablet, working toward full parity with the mobile app.
Major Feature
Timesheets and Workday Clock
Clock in and out, record breaks, correct time entries, and review weekly timesheets alongside the time allocated to jobs.
Major Feature
Tap to Pay
Accept in-person contactless payments from a compatible phone and keep the confirmed payment connected with the customer, job, and invoice in TREVY.
Enhancement
Payment Receipts
Replace invoice-level payment confirmations with payment-specific receipts designed for compliant record-keeping, including part payments, Stripe payments, and manually recorded payments.
Enhancement
QuickBooks Accounting Integration
Explore a direct QuickBooks connection for keeping supported customers, invoices, payments, credit notes, and expenses connected with your accounting workflow.
Enhancement
Customisable Customer Email Templates
Fine-tune the emails sent with quotes, invoices, reminders, and other customer updates. Edit the wording, save reusable templates, and make every message sound like your business.
Enhancement
Create Documents Offline
Explore a reliable offline workflow for creating quotes, invoices, job forms, and other essential documents in low-coverage or no-service areas, then syncing them safely when your connection returns.
Major Feature
SMS Integration
Send quotes, invoices, and job updates directly to your clients via SMS for faster communication.
Major Feature
Teams
Grow beyond a solo operation by inviting team members, assigning roles, and working together across jobs, schedules, clients, and day-to-day operations.
Have a suggestion?
This roadmap is built by you. If there's a feature you need that isn't listed here, let me know.
Suggest a Feature
Recently shipped
See the features and improvements that have already made their way into TREVY.
Recently shipped
See the features and improvements that have already made their way into TREVY.
Xero Integration
Connect TREVY with Xero to sync supported contacts, invoices, payments, credit notes, and expenses.
Client-Specific Price Books
Save pricing and line items for an individual client, then reuse them when preparing their quotes and invoices.
Guided Getting Started
Follow a practical setup checklist from the home screen and quickly find the next step in configuring TREVY.
Demo Documents
Create safe demo jobs, quotes, and invoices to explore the workflow without mixing examples into real business records.
Website Builder and Lead Generation
Build a professional business website, connect a custom domain, publish services and service areas, and manage incoming leads in TREVY.
Day Planning and Route Optimisation
Organise the day's jobs, balance fixed and flexible visits, optimise the route, and open directions for the next stop.
Recurring Expense Management
Set up repeating expenses and manage future occurrences without editing every record individually.
Saved Payment Methods
Configure reusable payment instructions and payment options to include on customer invoices.
Connected Job Costs
Link expenses with jobs, quotes, invoices, and projects to keep costs and financial context together.
Job Forms
Create reusable or one-off forms, attach them to jobs, and record structured information while completing the work.
Credit Notes and Client Credit
Issue full or partial credit notes, preserve the connection to the original invoice, and track refunds or available client credit.
Location and Access Notes
Save gate codes, parking instructions, entry details, and other location notes where they are available during the job.
Ready When You Are
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.
