What should your workspace start with?

Seven days, five seats, demo data, no card. The only question is what is in it when you arrive, and the best answer is usually the one at the top.

From the picker to a workspace of your own.

The custom application chosen on this page, the door that says so, and the wizard that opens instead of a tour, asking what the business does, in its own words.

Recorded in the demo workspace every trial starts with. No sound.

Pick a shape of business, or have one designed for yours

Every trial starts with something in it. Take an app whole and the tables that trade runs on are there when you arrive, with examples in them. Or describe what you do and have the whole application designed for it, which is what this product is for.

SalesBrings Contacts, Accounts, Opportunities, Activity The people and companies you deal with, the deals in play, and everything said to whom.

Start with this ProjectsBrings Projects, Project tasks, Milestones, Project expenses The work you have taken on: who it is for, what it is worth, what it breaks into, what changed along the way, and what it has cost.

Start with this TimesheetsBrings Timesheets, Time entries Hours against the work they went into, sent as a week, approved by somebody, and what they add up to in money.

Start with this HelpdeskBrings Tickets, Service contracts, Assets, Knowledge articles What customers have reported, about which of their equipment, what they were promised, and what fixed it last time.

Start with this FleetBrings Vehicles, Vehicle costs, Service bookings, Incidents The vehicles you run, what they cost, what is booked for them, whether they were checked this morning, and what is due when.

Start with this Field serviceBrings Visits, Parts used, Maintenance plans Send somebody out to a job, on a ticket or on a maintenance plan, and know what the visit took: the hours, the parts, and the sign-off.

Start with this

An application designed around what you do

The product asks about your business first and builds second. It takes about twenty minutes, and everything is proposed before any of it exists.

DescribeOne or two sentences about what you do, in your own words. Your website, if you want it read.
UnderstoodWhat it read back: the work, as it seems to go, step by step. Wrong? Change a word and go again.
QuestionsA few, about the things it could not know: what you call a customer, what a job goes through, who signs off.
DesignThe tables, the stages, the rules and the automations your trade runs on, as a proposal you read, not a workspace you find.
Team and rolesWho does what, so who may see and change what is worked out from that rather than ticked in a grid.
BuiltMade all at once, with the first thing to do already in the box. Everything after that is a sentence.

Start with your own application Seven days free, five seats, demo data, no card, and the six apps are one click away if you would rather start from one.