First login & trial

You’re in. Here’s what’s on your screen and what to do next.

What you land on

After setting your password you arrive on the Dashboard. It’s empty for now — you haven’t added any clients, vehicles, or services yet — so most metrics show 0 and the activity feed is blank. That’s normal.

Recommended first steps

  1. Fill in your workshop profile. Company name, VAT, address, and phone number appear on invoices.
  2. Set your working hours. Used for scheduling and the public listing.
  3. Upload a profile photo. Useful if you’ll have multiple employees.
  4. Add a client and their vehicle. Real data or a test record — either is fine.
  5. Create a service. Walk through adding inspection items, photos, and an invoice.

Understanding your trial state

You’ll see a banner near the top of the app showing days left in your trial. Trial state can be:

StateWhat it means
Trial activeEvery feature is unlocked. No payment required yet.
Trial ending soonUnder 2 days left. Visit Billing to pick a plan.
Payment requiredTrial ended without a subscription. You can still sign in and view existing data, but you can’t create new records.
Subscription activeYou’ve picked a plan and payment succeeded. Everything keeps working.
Your data stays

Data entered during the trial is preserved when you subscribe. If you cancel or let the trial lapse, records stay in cold storage for 30 days in case you come back.

Switching between devices

Your account works across every platform. Log in with the same username and password on web, desktop, iOS, or Android — everything syncs in real time.