Blog · November 12, 2026
A free trial is only useful if it answers one question: will this work for my firm? These five steps answer it inside the trial, without moving your whole business over.
1. Sign in and make it yours
Add your logo, your address and your service list. It takes about ten minutes, and every document and invoice the platform produces from then on carries your brand.
2. Invite two or three people
Not everybody yet. Give two or three people roles and check that each of them sees what you expected and nothing more.
3. Put one real job through end to end
Create the order, schedule it, send it to a crew, deliver the document and raise the invoice. One real job shows more than any tour of screens. If you would rather see it first, book a demo and we will walk through a job like yours with you.
4. Bring in a week of live work
Once one job has been through, run a normal week alongside however you work today. That is the week that tells you whether this is for you.
5. Decide
Your card was added at signup and nothing is charged during the trial. Do nothing and the plan carries on: the card is charged the day after the trial ends, and we email a reminder two days before. If it is not for you, cancel from Settings > My Billing before the trial ends and you pay nothing.
See it on your own work
Start a free trial and put a real job through, or book a demo and we will walk you through it.
Start free trial Book a demo
