For Australian tradies · Built in Australia

CRM for tradies — every customer, property and job in one file.

A CRM built for people who work at addresses, not in boardrooms. One file per customer and per property: what you did last time, what you charged, what you found, who you spoke to, and what is due next. No sales pipeline jargon, no per-seat pricing.

14 days free · No credit card · $24.99/mo

CRM for tradies —

The problem

What a spreadsheet of customers cannot do

  • Someone rings about work you did two years ago and nobody can find what was done
  • Customer details live in one phone’s contacts, so the business does not own them
  • The same property gets quoted from scratch every time because the history is gone
  • No idea which customers are worth chasing and which have not called since 2023
  • Repeat and maintenance customers slip away quietly, with nobody noticing
  • A generic CRM that wants deals and stages when what you have is addresses and jobs

With Trimsy

What changes

  • One file per customer: every job, quote, invoice, photo and note, going back years
  • Property history that stays with the address even when the customer changes
  • Contact details owned by the business, not by whoever answered the phone
  • See who has not booked in a while and send them something, in a couple of clicks
  • Notes and preferences the whole team can see, so nobody has to be “the one who knows”
  • Built around jobs at addresses, because that is what a trade business actually has
The screen this page is describing, in Trimsy

Why it matters

The customers you already have

The cheapest work a trade business will ever win is the second job from someone who already trusts you. Most of that work is lost quietly — not to a competitor, but to nobody remembering the customer existed. A CRM that holds the property history and tells you who is overdue turns that into a call you can actually make.

It also means the business owns the relationship. When someone leaves, the customer history stays.

  • Recurring jobs and repeat customers
  • Access notes and photos against the job
  • Digital checklists and signatures
  • Flat pricing — no commission on a job
  • Australian support, in Australian hours

A customer record that earns its keep

Everything you would otherwise be trying to remember, in a file anyone on the team can open.

One file per customer

Jobs, quotes, invoices, payments, photos, documents and notes on one screen — not spread across an inbox, a phone and a filing cabinet.

Property history

What was installed, replaced or found at an address, and when. Stays with the property even when the owner changes.

Find anyone fast

Search by name, phone, address or job number and get the whole history, while they are still on the phone.

Tags and segments

Group customers however you work — maintenance contracts, commercial, warranty, do-not-service — and act on a group at once.

Every conversation

Emails and SMS threaded onto the customer, so the history does not depend on who was cc’d.

Business customers

Real estate agents, strata, builders — bill the business, name the individual, keep both on the record.

Bring them back

Spot customers overdue for service and send a reminder, instead of waiting for them to think of you.

Your data, exportable

It is your customer list. Export it whenever you like — no hostage-taking.

Team permissions

Apprentices see the jobs they need and not your margins, pricing or customer list.

What it costs

From $24.99 a month.

A flat monthly fee in AUD. Nothing per booking, nothing per job, and the card rate you pay is your provider's own — Trimsy adds nothing to it.

$24.99 /month

$24.99/mo · $49.99/mo

  • No commission
  • No per-job fee
  • All features on your plan included
  • Add extra staff any time
  • Cancel any time

Get started

Start free today.

14 days, no credit card, and your data comes with you if you leave.