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Trial onboarding
Build a review-ready safety draft from job details, work type and risk prompts.
Create a job record with client, dates, documents, notes and next actions.
Add a first item, supplier, minimum level and storage location.
Draft a simple quote with line item, quantity, tax setting and notes.
Prepare your first controlled document record and revision note.
Start a handover pack with manuals, drawings, certificates and photos.
Set up the first person or team role you want to test.
Open the sample demo workspace and review the checklist before creating data.
