Getting started
How to prepare for your first demo or onboarding
The more you share about your workflow, team size, current systems and biggest problem, the more targeted the demo becomes.
Step by step
- Describe your workflow
Write briefly how you plan work, track time, document and invoice today.
- State your team size
Note the number of employees, mobile employees and vehicles.
- List your current systems
Write which systems you use today.
- Choose your biggest problem
Choose the problem the demo should focus on in particular.
Need help?
Contact support or book onboarding if the article does not cover your specific setup.