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Do these in order. The same four setup items are in the app under Setup, on Launch today. Each one has Skip if you want to come back.
1

Create the workspace

Open Get started. The trial is 14 days and does not ask for a card. You get an example customer that uses your email, and an example estimate in your inbox. The schedule stays empty. Details are in Create an account.
2

Finish Setup

In the left sidebar, open Setup. Do the four items, in order:
  1. Your company — Add company details. Name, address, and phone print on estimates and invoices.
  2. Tax details — Add tax details. Some countries block the first invoice until this is saved.
  3. How you get paid — Add bank details or Set up card payments. Either one is enough. Bank details print on the invoice and do not need a card account.
  4. Your hours — Set your hours. Find a Time only offers slots inside these hours.
The clicks are in Set up the company. Card payments, if you choose them, are in Connect payments.
3

Send one estimate

Open the example estimate and click Send if you want to see the email and Client Hub first. It goes to your own inbox.For a real customer, click Customers → New customer. Save a name, an email, and the job address. Then Estimates → New estimate, type a priced line (a price book can wait), and click Send. See Create the job.
4

Turn it into a job and book a visit

If they accept in Client Hub, the status updates on its own. If they say yes by phone, click Mark approved. Then Convert to job.On the job, open Schedule and click Add visit. If it is only you, you do not need to invite anyone. See Schedule the visit.
5

Invoice it

On the job, click Create invoice, then Save & send. Send stays off until there is a customer, a priced line, an email, and a payment method. See Invoice the job.

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Leave these until the first job is done

When you are ready to hide the example customer and estimate, use Clear the sample.