Your 14-day free trial

Overview#

Every new company gets a 14-day free trial with no card and no sales call. You get the full app from the first minute: your company starts empty, with a starter price book and job types for your trade, and you can import your own data. When the trial ends, the company becomes read-only until you choose a plan; nothing is deleted.

Before you start#

• Signing up makes you the company's Owner.

• Trial and plan details are visible to Owners and Admins.

Steps#

Start the trial#

1. Go to the TradesWork sign-up page and fill in Company name, Your trade(s), How many technicians?, Your name, Work email and Phone.

2. Press Create my company. You're signed in right away, and a welcome email with a sign-in link confirms your address. There's no password: each time you sign in, TradesWork emails you a link.

3. The dashboard opens with the Get set up checklist. See Your first-day setup checklist.

Track the trial#

1. A banner across the top of the office shows Free trial: N days left (everyone sees it in the last 7 days; Owners and Admins see it the whole time) with Choose a plan.

2. Settings › Your Account › Plan & Billing shows Trial ends: N days left.

3. Your trial runs on the Essentials plan by default. Press Try this plan during the trial on another plan card to switch; there's no charge.

Keep going after the trial#

1. Before or after the trial ends, open Settings › Your Account › Plan & Billing.

2. Choose Annual (save 15%) or Month to month, then press Subscribe on a plan.

3. Your subscription starts as soon as the payment is confirmed. Full access comes back immediately if the trial had already ended.

Settings that change this#

• Settings › People › Employees & Role Permissions: your technician count sets your seat count when you subscribe.

Tips#

• Import your real customers and price book during the trial (or into a sandbox first) so you're evaluating TradesWork with your own data.

• Start texting registration and any phone number port during the trial; carriers take days to weeks.

• Invite your office team: office users are free during and after the trial.

Troubleshooting#

• "There's already an account with this email" → that email already has a TradesWork sign-in. → Sign in instead; TradesWork emails you a link.

• The banner says "Your free trial has ended. The company is read-only until a plan is chosen." → the 14 days are up. → Press Choose a plan, or ask your Owner. See Payment failed or read-only: get full access back.

• "Billing isn't configured on this server yet… Your trial keeps running." → plans can't be bought here yet. → Contact support.

FAQ#

Do I need a card to start? No. You only enter payment details when you subscribe.

What happens to my data when the trial ends? It stays. The company becomes read-only: you can look everything up, but nothing can be changed until a plan is paid.

Can I extend my trial? Not from the app. Contact support.

Coming from ServiceTitan#

You can run the trial alongside ServiceTitan: import your ServiceTitan customer list and price book (about a minute each) and try TradesWork with your own data before you decide.