Plan
Start from the job plan
Show trial users how project activity, assigned work and first actions connect from day one.
Dashboard workflow
Project setup workflow
Trial workspace dashboard
Project management workspace
Trial Dashboard In Product
Make the sample workspace feel like a guided product route.
Tie planner, site operations and reports into a visible onboarding journey so trial users can see where the workspace goes next.
1
Plan
Project setup workflow
2
Operate
Site operations workflow
3
Report
Reporting workflow
Operate
Move from plan to site activity
Surface live site operations and evidence capture as the next natural step in the workspace.
Dashboard workflow
Site operations workflow
Report
Close the loop with reporting
Keep the dashboard tied to management reporting so progress is visible without manual packs.
Dashboard workflow
Reporting workflow
Sample demo workspace
Finish setting up your Zektrx workspace
Choose your workspace, add company details and create your first workflow so the dashboard reflects how your business works.
Small Contractor
Start by setting up your first live job.
Recommended plan: Trade
Trial setup progress
0% complete
Choose workspace mode
Not started
Add company details
Not started
Select country terminology
Not started
Create first safety document
Not started
Create first job
Not started
Add first stock item
Not started
Create first quote
Not started
Upload first document
Not started
Invite first team member
Not started
Review export/demo workflow
Not started
Sample demo workspace
This local onboarding flow stores sample setup data in this browser only. It does not represent customer usage.
First-session target
0% ready
Aim to create one useful item within 5 minutes: RAMS, job, stock item or quote.