APP TEMPLATES

Which App should you start with?

Seven templates and a blank App. Each one gives you modules, statuses, relationships and a dashboard you can change.

Modules, fields and navigation stay editable after you create the App.

The TraceSource workspace on a phone, listing Apps

Northstar Warehouse

WAREHOUSE & INVENTORY · 9 MODULES

CATALOG

Items / SKUs

Locations, Bins & Zones

INVENTORY

Stock Levels

Stock Movements

Adjustments

STATUS

Receiving

Picking / Dispatch

Cycle Counts

SETUP

Devices & Scan Configuration

STOCK LEVELS · LIVE

SKU 40063 Pallet wrap

Aisle 4 · Bin 12 · 6 on handƒLow Stock

SEVEN TEMPLATES · ONE BLANK APP · ALL EDITABLE

WHAT AN APP IS

What do you actually get with an App?

A form asks a question. An App is what the answers run on. Modules hold records, statuses move them, lookups connect them and a dashboard reads it all.

  • InvoicesRECORD
  • CustomersRECORD
  • DepartmentsREFERENCE
  • Onboarding tasksACTIVITY
  • Billing SettingsSETTINGS
  • Item × LocationJUNCTION

Modules are the App's tables

Each one holds one kind of thing and is backed by a form, so anything a form can capture, a module can hold.

INVOICE · CUSTOMER · STATUS

  • INV-0231Acme Ltd · due 12 OctSent
  • INV-0228Bolt & Co · paid 3 OctPaid
  • INV-0219Kente Traders · due 28 SepOverdue

Records are the rows

One invoice, one employee, one stock count. The module says which fields identify and summarise it, so every list fits the data.

draftsentpartially paidpaid

ƒ RECALCULATED ON READ

OverdueDue Soon

due date passed · within seven days

Two kinds of status

Workflow states are picked by a person. Badges like Overdue and Low Stock are worked out for you, so nobody maintains them and they can't drift.

InvoicesCustomersInvoice Line ItemsProducts/Services
customerinvoiceproduct

RELATIONSHIP CANVAS · LAYOUT SAVED PER APP

Modules point at each other

An invoice points at a customer, a line item at a product. Templates ship these lookups pre-wired, and a canvas shows how the modules connect.

ACTIVE EMPLOYEES

46+2

PENDING LEAVE

3

OPEN ONBOARDING

5−1

EXPIRING DOCUMENTS

2

HUMAN RESOURCES · FOUR LIVE TILES

A dashboard from the first record

Every template ships live tiles counted from the App's own records. Nothing to set up; it works the moment the first record lands.

FINANCE

Invoices

Customers

Payment Records

WAREHOUSE

Stock Levels

Receiving

not shown

LIST · VIEW · CREATE · UPDATE · DELETE · SCAN · UPDATE STATUS

Who sees which module

Departments are per-App groups. Finance sees Invoices and the warehouse does not, and a module you cannot open does not appear at all.

THE TEMPLATE CATALOGUE

Every template, and the modules that come with it.

Pick the one closest to your work. Everything a template creates stays editable afterwards.

Warehouse & Inventory app cover illustration

9 MODULES · OPERATIONS

Warehouse & Inventory

Items, locations and stock levels, with receiving, picking, cycle counts and a full movement trail.

Items / SKUs · Locations, Bins & Zones · Stock Levels · Stock Movements · Adjustments · Receiving · Picking / Dispatch · Cycle Counts · Devices & Scan Config

Invoicing & Billing app cover illustration

6 MODULES · FINANCE

Invoicing & Billing

Customers, a catalogue, invoices and payments, with Paid, Overdue and Due Soon worked out on their own.

Customers · Products/Services · Invoices · Invoice Line Items · Payment Records & Status · Billing Settings

Human Resources app cover illustration

14 MODULES · HUMAN RESOURCES

Human Resources

Employees, departments, shifts, time off, onboarding and document expiry dates.

Employees · Departments · Roles & Positions · Skills · Sites · Shifts · Leave Requests · Onboarding · Assets · Documents · Performance · Leave Policies · Working Time · Policies

Website app cover illustration

0 MODULES · YOUR DOMAIN

Website

A website built from the App's own records, published on your domain.

Page builder · Records block · Public forms · Draft and publish · Version history · Custom domain

Blank App app cover illustration

START BLANK

Blank App

Start blank, attach the forms you already use, and build the modules round them.

Modules · Relationships · Departments · Views · Dashboard · Website

Bookkeeping app cover illustration

7 MODULES · FINANCE

Bookkeeping

Accounts, transactions and reconciliation, kept next to the work that generated them.

Expenses · Income · Bank Transactions · Reconciliation · Exceptions · Categories · Accounts

Maintenance app cover illustration

9 MODULES · OPERATIONS

Maintenance

Assets, their condition, and the work due on them, whether planned or after a breakdown.

Assets & Equipment · Categories · Locations & Sites · Availability · Work Orders · Requests · Technicians · Working Time · Settings

5 MODULES · OPERATIONS

Asset Tracking

What you own, who holds it now, and everywhere it has been.

Tracked Assets · Sites · Holders · Assignments · Trips

APP FEATURES · SCHEDULING

Plan the week, and let people see their shifts.

Put shifts on a board, leave the gaps open for anyone to pick up, and ask for a proposal when you would rather not do it by hand.

  • Open shifts sit in their own queue, so nothing quietly goes unstaffed
  • A proposal fills the gaps and waits for you to publish
  • Time off is requested, approved and reflected on the board
  • People see only their own shifts on the phone
This week · Front desk3 open
MONTUEWEDTHUFRISATSUN
Ama Mensah07–1507–15Open07–1507–15
Kofi Asare15–2315–2315–23Open15–23
Esi Boateng09–1709–1709–17Open09–17
PublishedProposedOpen
Propose a rosterIt fills the open shifts. You publish when you are happy.

OPEN SHIFTS

3

  • Wed · 07–15 · Front desk
  • Thu · 15–23 · Front desk
  • Sat · 09–17 · Front desk

TIME OFF

Kofi AsareAnnual · 12–16 Oct · 5 daysawaiting you
ApproveDecline

Approved time off blocks the board, so nobody is rostered while away.

APP FEATURES · STOCK AND ORDERS

Know what you have, and what is moving.

Stock levels flag themselves. Counts pick up the differences. Receiving and picking move through their own steps, and every move is kept.

  • Low Stock and Expiring soon are worked out for you
  • Counts show expected against counted, ready to reconcile
  • Receiving and picking each move through their own steps
  • Every movement in and out is kept, with who and when
Stock levels · Aisle 4UPDATED 2 MIN AGO
ITEMON HANDRESERVEDBADGE
Pallet wrap60Low Stock
Tape 48mm14012In Stock
Stretch film224Low Stock
Labels 4in8600In Stock

ƒ Badges are worked out from the numbers, so nobody maintains them.

Count · Aisle 4counting

EXPECTED · COUNTED

  • Pallet wrap48 · 46−2
  • Tape 48mm140 · 1400
  • Stretch film24 · 22−2

Two short. Reconcile and the stock level updates itself.

Reconcile

Receiving

expectedpart receivedreceived
  • RCV-0412Bristol · 12 palletspart received
  • RCV-0409Leeds · 4 palletsreceived

Scan a pallet and the right record opens, on a phone or a reader.

APP FEATURES · ASSETS AND MAINTENANCE

Know what you own, who has it, and what it needs.

Hand an item to someone and the record follows them. Raise a job on a machine and it lands on a technician's day, with the parts and the history attached.

WHO HOLDS IT NOW

AST-0412 · Pump 3R. Okoye · since 14 Sep · Site Bissued
DEPOT · 07:12SITE B · 11:48SEEN 4 HOURS AGO
Handover
Pick the next holder, scan the tag, save the spot
Trips
A driver starts and ends a trip, and the route draws itself
Overdue
Anything past its return date is flagged for you

WORK ON THE MACHINES

Raise it, plan it, close it.

MONTUEWEDTHUFRI
CNC-02WO-1184 · Service
Conveyor AWO-1190 · Belt
Forklift 2WO-1176 · Check
raisedscheduledin progressdone
Requests
Anyone can raise a job from a form, with a photo
Parts and history
Every job keeps what was used and what was found
Due work
Planned jobs appear before they are late
HOW A TEMPLATE BECOMES YOUR APP

How does a template become your App?

Pick one, name it, choose a colour, then add modules or bring in a spreadsheet. Template updates never reach back and rearrange your App.

  1. 01

    STARTING FROM WAREHOUSE & INVENTORY · 9 MODULES INCLUDED

    Pick a template or start blank

    Every module's form is created, the lookups are wired, and the navigation and dashboard are set up before you land in it.

  2. 02

    What should we call your app?

    Northstar Warehouse

    PRIMARY · SECONDARY · TEXT · ACCENT

    Name it and pick a colour

    The template name stays separate. The name you type is the one your workspace sees, and the primary colour is yours to set.

  3. 03

    Add a module, or attach a form

    Create a table inside this app or add an existing form.

    New tableExisting form

    Site inspectionPUBLISHED

    Goods receiptPUBLISHED

    Add a module, or attach a form

    A module is a form. Create a new table inside the App or add a form you already publish, and it shows up in the sidebar and on the canvas.

  4. 04
    SKUItemQtyReorder atCounted on

    SKU — text

    Qty — number

    Reorder at — number

    Counted on — date

    PARSING → AWAITING CONFIRMATION → CREATING FORM → IMPORTING RESPONSES

    Start from your spreadsheet

    Upload an .xlsx workbook and choose the sheets. They become a form with typed questions, and the rows become its records, ready to attach as a module.

TEMPLATES ARE STARTING POINTS, NOT CAGES · MODULES, FIELDS AND NAVIGATION STAY EDITABLE · YOUR APP KEEPS THE SHAPE IT WAS BORN WITH

WHERE PEOPLE USE IT

Where do teams put these Apps to work?

Three industries we write about, and the template each one starts from. If your work needs the camera to know your own products, read on.

Boxes stacked on pallets in a warehouse aisle

STARTS FROM · WAREHOUSE & INVENTORY · 9 MODULES

  • SKU 40063 Pallet wrapAisle 4 · Bin 12 · 6 on handLow Stock
  • SKU 41220 Tape 48mmAisle 2 · Bin 3 · 140 on handIn Stock

Warehouse & storage

Starts from Warehouse & Inventory. Stock levels carry their own badge, and a scan looks a record up by SKU, barcode, RFID tag, location code or batch.

Read about warehouses →
pendingpickingpickedpackeddispatched
  • PK-0092Kumasi depot · due Fripicking
  • PK-0088Tema port · due todaydispatched
2 / 3 RECORDS SYNCED · NO SIGNAL ON THE ROAD

STARTS FROM · WAREHOUSE & INVENTORY · PICKING / DISPATCH

Goods shipping

Starts from Warehouse & Inventory too. Pick tickets move from pending to dispatched, each with a destination and a due date, and the phone keeps working on the road.

Read about shipping →
  • Field boundaryPOLYGON
  • Plot locationLOCATION
  • Crop photoCAMERA

SAVED ON DEVICE · SYNCS WHEN ONLINE

STARTS FROM · BLANK APP · POLYGON · LOCATION · CAMERA

Farming

Starts blank. Draw a field as a polygon, drop a location, take a photo of the crop, and the form saves on the phone until it finds a signal.

Read about farming →

AN OFFER FROM THE TEAM

Need the camera to recognise your own products? We'll help you build the vision model.

You bring the photos of your products, we help you build the model, and it sits on a camera question in your form.

Talk to us

CAMERA QUESTION · AI CLASSIFICATION

PICK A TEMPLATE

Your first App is one template away.

Start free, choose a template, and rename it to whatever your team calls the work.

If your form needs to recognise your own products, we'll help you build the vision model.