Help Centre
Get clear on what to do next.
Start here for the essentials. The detailed, click-by-click product guides are available only after signing in.
Getting started
Choose the right Trefna product, create your workspace and take the first sensible steps.
Open guide →02Project Management
Project setup → Edit Project → Commercials → Forecasting → Monthly Reporting → CEs → delivery controls. The signed-in guide explains each step in full.
Open guide →03Trade Management
A signed-in guide to customers, work, bookings, payments, expenses, mileage and tax-year records.
Open guide →04Access, billing & support
A signed-in guide to seats, subscriptions, temporary support access and keeping an account secure.
Open guide →Quick answers
The things people need to know early on.
If you cannot find what you need, sign in and use the support route within your workspace—or ask about tailored help.
Professional ServicesDoes Trefna have access to my projects?
No. Trefna does not have standing access to customer projects. A customer can grant temporary, scoped support access for a stated issue, and revoke it again.
Does Trefna submit my Trade Management information to HMRC?
No. Trade Management organises the records you enter into a tax-year information pack. It does not submit a return, decide what you can claim or replace professional tax advice.
Where do I ask for help once I am signed in?
For Project Management company accounts, open the menu, choose Company and then Support Requests. You can describe the issue and select any affected projects.
Can I get help setting up live projects or monthly forecasting?
Yes. Professional Services can be agreed separately for implementation, forecasting routines and commercial-change support. Availability, scope and price are agreed before work starts.