Create your account

Signing up takes four fields and no card.

What you need

Your name, your company name, an email address and a password. The password needs at least 8 characters including an uppercase letter, a lowercase letter, a number and a symbol — the form tells you if it is short.

What happens next

You land straight in the app on a trial. No card is taken at any point during the trial, and nothing charges automatically when it ends — you choose a plan when you are ready, or you do not.

Onboarding then asks three things, all of which you can skip and come back to:

1. Choose your specialty. Pick your industry and the niche closest to what you do. This decides which starter forms you are offered — an HVAC shop and a pipeline operator get different libraries. 2. Add your team. Invite the people who will use it, with a role each. You can do this later from Settings. 3. Bring in your customers. Upload a CSV, or let us seed a sample customer, employee and parts list for your trade so you have something to build against on day one.

If you already have an account

Use Sign in rather than signing up again. A second account is a separate company with its own data — it will not see the first one's forms or jobs.