Job management software for trades — without forcing your trade to fit the software
Trefnio gives plumbers, electricians, builders, roofers and maintenance teams a clear job workflow that can be adapted to the way the business already operates.
From quote to completed job
Keep the job lifecycle together: customer enquiry, quote, accepted work, scheduled visit, assigned employee, job notes, photographs, completion and invoice status. That means less hunting through messages to work out what happened.
Built for field teams
A responsive web interface lets engineers and operatives see assigned work, record site notes and keep job information up to date from a phone while managers retain the wider operational view.
Keep photos and documents attached to the job
Instead of job photos disappearing into personal phones or group chats, files can be associated with the customer, job or site visit they belong to.
See the commercial side of the work
Track quoted value, invoices, recorded costs and job profitability to give the owner a clearer operational view of which work is generating value. Formal bookkeeping can still remain in your accounting package.
Adapt it to the trade
Heating engineers may need appliance information. Roofers may need site photographs and survey stages. Electricians may need inspection outcomes. Trefnio is designed so the workflow can change without replacing the whole platform.
Show us the process you want to improve.
A useful first conversation is simply explaining what your team does today, where the information lives and which part causes the most frustration.
Request a workflow chat →