Track jobs through your application pipeline

What this is

The Applications feature lets you track work-in-progress jobs as they move through different stages—from enquiry through completion. You can assign parties (staff or contractors), attach files and agreements, and keep everything organised in one place.

When to use it

Use Applications if your service business has multi-step jobs that don't fit neatly into a single booking. This works well for:

• Renovation or construction projects
• Event planning with multiple phases
• Consulting engagements
• Custom builds or installations
• Anything requiring approval steps, contracts, or handoffs between team members

How to access your applications

1. Log in to Trimsy
2. Go to Sidebar ▸ Applications
3. You'll see a list or board view of all active jobs

Creating a new application

1. From Applications, select Create or New Application (or similar)
2. Enter a job title or reference name
3. Select the pipeline stage where this job starts (e.g. "Enquiry", "Quoted", "In Progress")
4. Add basic details like customer name and description
5. Save to create the application

Adding parties to an application

Parties are the people involved in the work—staff, contractors, or external partners.

1. Open the application
2. Find the Parties or Team section
3. Add a new party by selecting + Add Party
4. Choose the person from your contacts or create a new one
5. Assign their role (e.g. "Lead Tradesperson", "Inspector", "Approver")
6. Save

You can add multiple parties to track who's responsible for each stage.

Attaching files and documents

1. Open the application
2. Look for the Files, Documents, or Attachments section
3. Select + Add File or Upload
4. Choose the file from your device (quotes, plans, photos, inspection reports, etc.)
5. Add a label or description so the file is easy to find later
6. Save

All parties can view and download attached files, keeping everyone on the same page.

Adding agreements

Agreements might include contracts, terms, or signed approvals.

1. Open the application
2. Find the Agreements section
3. Select + Add Agreement
4. Enter the agreement details (name, type, date)
5. Optionally attach a file or link
6. Mark as signed or unsigned
7. Save

This helps you track legal or approval requirements at a glance.

Moving jobs through pipeline stages

1. Open the application
2. Look for the Stage or Status field
3. Click to change the stage (e.g. from "Quoted" to "In Progress")
4. Select the new stage from the dropdown
5. Save

As you move jobs through stages, parties are notified and can see the updated status.

Viewing applications at a glance

From the Applications list:

• See all jobs: View jobs by stage (pipeline view) or as a list
• Filter: Sort by stage, party, customer, or date
• Search: Find a job by name or reference number

Tips for success

• Use consistent stage names across your business so reporting is clear
• Assign every stage so everyone knows who's responsible next
• Attach contracts and quotes early to avoid disputes later
• Update the stage as work progresses so nothing gets stuck or forgotten
• Include all parties who need visibility—clients, staff, and contractors can all stay informed