Is the public demo my actual business app?
No. Demos use fictional information. Customers receive a separate private installation and login.
Frequently asked questions
Clear answers before you choose a Workbench.
These answers cover the standard service. Your written proposal and service agreement confirm the exact setup for your business.
What is included?
Business identity, initial users, standard settings, private hosting and guided onboarding. New modules are quoted separately.
Can other businesses see my records?
No other customer receives access to your private installation. Each customer setup is intended to be separated.
Can I use a phone or tablet?
Yes. Use a modern browser or save a supported shortcut to your device’s home screen.
Can existing records be imported?
Often, yes. We review the file first because duplicate or inconsistent records may require cleanup.
Does saving automatically send?
No. Saving, generating a PDF and sending are separate actions so you can review first.
Are backups included?
Routine backup procedures are included at the level stated in your written proposal.
How long does setup take?
A standard Workbench typically takes 5–10 business days after complete setup information is received.
Can the app be changed?
Branding, users and rates are configuration. New calculators, integrations and modules require a separate scope.
What support is available?
Fault support and standard maintenance are provided at the level stated in your agreement.