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How to get things done in Trela

Short, step-by-step articles for the jobs people do every week. Written against the screens as they are.

Running your agency

For the agency office: owners, operations and accounts, in Trela Office.

Set up a site

Add a client's site with its address, map location and shifts, so guards can check in there by GPS or by the site's QR poster.

Give guards the Workforce app

Turn on the field app for one guard or a whole site at once, and hand over the first PIN. Each guard then chooses their own.

Run payroll

Create a pay cycle, check the register, run it with the recoveries you choose, then record what the bank paid.

Raise an invoice and send it to your client

Bill a client’s sites for a month with the right GST, send the invoice, and record what the client pays. TDS included.

Reset a guard's PIN

When a guard forgets their PIN, issue a new first PIN from Command; the app then asks them to choose their own again.

The roll count you are billed on

Trela bills monthly in arrears on the staff on your roll. See this month’s count so far, who is in it, and Trela’s invoices.

When access to Trela is paused

Why access pauses — an unpaid Trela invoice, an ended trial or a suspension — what each person sees, and what brings it back.

In the field

For guards and supervisors, on the Trela Guard App.

Signing in and your PIN

Sign in to the Trela Guard App with your mobile number, choose your own PIN, change it, and what to do when you forget it.

Checking in and out

Check in at your site by GPS or the site’s QR poster, check out when your shift ends, and ask for a correction when a day is wrong.

For clients

For your clients, in Trela Client View.

Using Trela Client View

Sign in, download invoices, follow and escalate incidents, raise a concern about a guard and reply to your agency.

Not here? Contact Trela. Guards: your office is the first place to ask; client contacts: your agency.