- 1
Open Start Free Trial and register your company: enter your company name, your details, and create your login.
- 2
Your 14-day free trial starts immediately — every Pro feature is unlocked and no credit card is required.
- 3
Open Settings and confirm your company information, including name, contact details, and logo, which appear on your branded documents.
- 4
In Settings, choose which modules your company uses (Operations, Leads, Estimates) under Plan & Billing.
- 5
Before the trial ends, decide on a plan in Settings — if no plan is purchased, the workspace becomes read-only but all your data stays visible.
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14 days, every Pro feature, no credit card required.