All users
Your 14-day trial
No card, automatic payment or renewal. A plan request does not change access.
What to do
- Open Getting started. The tasks match your current role. If the trial has not started, an authorized administrator can use the trial activation shown on that page.
- If you manage the company, choose Company setup first. The link opens the existing company details form directly. Enter the information you know, review the details and save; use the available unknown options for facts that still need checking.
- Under Your first service workflow, the next missing saved record is highlighted. Open that step to find or add the customer and service location, then the equipment and service case. Only your existing permissions and trial access allow changes.
- From the service case, add the work order and assign an engineer. The assigned engineer starts the visit and saves the linked report. The guide does not create or assign records automatically.
- Choose View all service setup steps to see which records already exist. Saved means an entry has been stored; review service completion and billing in the relevant service record.
- Use Check my next steps to refresh saved progress and trial access. If the saved-record checklist is unavailable, use Check setup again. Refreshing does not start or extend a trial.
- Before leaving a form, save it or explicitly discard the changes. If a save was not confirmed, return to the record and check its saved version before trying again. During read-only recovery you can review permitted records but cannot change service work.
Before you continue
100 customers, 500 devices, 1,000 cases, 7 team members and 256 MiB of private files. Daily limits: 1,000 write attempts and 100 exports (UTC).
I confirm this request, without starting a payment or subscription.
Standard recovery window: 30 days for reading and export after the trial. The displayed deadline applies; then access is blocked. Data retention and deletion are handled separately.
Set up external connections when you need the connected function. Use your own customer account, API and organization details, certificates and mandates. Follow the connection-specific help for secure access; never paste passwords, tokens or private keys into public reference fields. Missing customer access is a setup prerequisite for that connection and does not stop ordinary service preparation.
Saved company details and service records determine setup progress for your workspace, across sign-in, reloads and devices. Finished steps are not requested again. When company setup and the first service records are present, the automatic guide disappears. Company settings and help remain available. An administration-only role completes its part with saved company details; operational records remain hidden from that role. If progress cannot be loaded, refresh after the connection returns; this does not erase saved work or mark setup complete.
For the first work order, the guide opens the case list: open the service case and add and assign the order there. For the first report, it opens the work-order list. The assigned engineer starts the visit and creates the report from that visit. The report list is for finding saved reports.
If checking the setup is paused because a form is open, save it or explicitly discard its edits first. Then check the steps again. Saved records and completed setup steps stay saved.