Getting started

Start with the workspace that fits the work.

Trefna has separate products for project teams and independent businesses. Pick the product that fits how you work today.

Each step tells you where to go, what to do and what you should see next.

1. 1

   Choose the product

   Go toTrefna home → Explore Project Management or Explore Trade Management

   Project Management is for contracts, costs, forecasts, CEs, payment stages and teams. Trade Management is for customers, jobs, payments, expenses and tax-year records in an independent business.

   You should see: A product page explaining what it does, its pricing and a Start your free trial button.

2. 2

   Create your sign-in and start your trial

   Go toProduct page → Start your free trial

   Enter your own name, email address and password. Choose the plan that fits before the trial begins. The trial gives full access; changing plan later does not restart the free period.

   You should see: You will be taken into the setup for the product you selected.

3. 3

   Set up the basics

   Go toProject Management: Dashboard → Create Project. Trade Management: follow the first setup screen.

   Use your real company or trading name. Start with one real project, customer or service rather than trying to add every historic record in one go.

   You should see: A usable dashboard with enough information to begin, which you can build on gradually.

4. 4

   Use individual accounts

   Go toProject Management: Menu → Company → Team & Roles

   Invite each person using their own email address. Do not share a login. A company administrator can manage company access; project access is then added separately to the individual projects someone needs.

   You should see: An activity history and permissions that still make sense when responsibilities change.