Getting started
Prove WorkBookPro with one real job.
The first week of the trial should help your team answer a simple question: can WorkBookPro make live jobs, costs and invoices easier to control?
Day 1
Create the account
Add the business, first user and basic settings needed to start real work.
Day 1-2
Add one customer and job
Use a live customer or recent job so the trial reflects how your team actually works.
Day 3-5
Connect the workflow
Add quote value, schedule visits, record costs and attach relevant files or notes.
Week 1
Review job profit
Check whether costs, invoices and margin are easier to understand in one place.
Trial success criteria
What should feel better by the end of week one?
- A real job exists in WorkBookPro with customer and site details.
- The team can see scheduled work without relying on a separate spreadsheet.
- Costs and invoices are tied to the job record.
- The owner or office team can see whether the job is profitable.
- The team knows whether WorkBookPro is worth continuing after the trial.
- Any setup or migration questions have a clear support route.