DETAILING SOFTWARE TRIAL WORKSHEET

Choose one fictional job. Use the same inputs in every product. Record PASS, FAIL, or UNKNOWN with the screen, file, or vendor answer that supports it. Do not enter a real customer's contact details or photos into trial accounts for this comparison.

FILLED HYPOTHETICAL CASE — example inputs, not product results
Team: two mobile workers; one interior service; two nearby service areas.
Request: fictional customer, midsize vehicle, Thursday appointment, interior photo requested.
Base scope and price: interior service, $180. Optional pet-hair removal: $35.
If both lines are approved: $180 + $35 = $215 before any applicable tax or payment fee.
If the add-on is declined: approved scope begins at $180.
Essential handoff: address, vehicle, approved lines, photo request, assigned worker, invoice.
Possible first trial: Fieldd for location and skill assignment; Jobber for form and export needs; Urable for vehicle inspection and line-item scheduling. These are vendor-documented starting points, not tested results.

YOUR FIXED JOB INPUTS — complete once, then copy unchanged into each trial
Service and base scope: ______________________________________________
Vehicle size and condition rule: ______________________________________
Area, address format, and appointment window: _________________________
Required customer fields and approval method: _________________________
Optional work, deposit rule, and invoice terms: ________________________
Required worker fields: _______________________________________________
Required export columns and files: ____________________________________
Required offline information or fallback: _____________________________

CANDIDATE A — product: __________ plan: __________ date checked: ______
Booking shows valid service, area, and time: ______ Evidence: __________
Quote shows base scope, option, and condition rule: ______ Evidence: ___
Customer approves exact lines and changes: ______ Evidence: ___________
Worker sees address, vehicle, scope, and notes: ______ Evidence: _______
Invoice matches approval; deposit, fee, and tax path checked: ______ Evidence: ______
Client export columns present: ______ Evidence/file: ___________________
Invoice, job, photo, and attachment export checked: ______ Evidence: ___
Plan, user roles, message charges, payment fees checked: ______ Evidence: ______
Trial end, support, and cancellation terms checked: ______ Evidence: ___
Offline access or safe fallback checked: ______ Evidence: _____________
Essential failures or unknowns and vendor answer date: ________________

CANDIDATE B — product: __________ plan: __________ date checked: ______
Booking shows valid service, area, and time: ______ Evidence: __________
Quote shows base scope, option, and condition rule: ______ Evidence: ___
Customer approves exact lines and changes: ______ Evidence: ___________
Worker sees address, vehicle, scope, and notes: ______ Evidence: _______
Invoice matches approval; deposit, fee, and tax path checked: ______ Evidence: ______
Client export columns present: ______ Evidence/file: ___________________
Invoice, job, photo, and attachment export checked: ______ Evidence: ___
Plan, user roles, message charges, payment fees checked: ______ Evidence: ______
Trial end, support, and cancellation terms checked: ______ Evidence: ___
Offline access or safe fallback checked: ______ Evidence: _____________
Essential failures or unknowns and vendor answer date: ________________

CANDIDATE C — product: __________ plan: __________ date checked: ______
Booking shows valid service, area, and time: ______ Evidence: __________
Quote shows base scope, option, and condition rule: ______ Evidence: ___
Customer approves exact lines and changes: ______ Evidence: ___________
Worker sees address, vehicle, scope, and notes: ______ Evidence: _______
Invoice matches approval; deposit, fee, and tax path checked: ______ Evidence: ______
Client export columns present: ______ Evidence/file: ___________________
Invoice, job, photo, and attachment export checked: ______ Evidence: ___
Plan, user roles, message charges, payment fees checked: ______ Evidence: ______
Trial end, support, and cancellation terms checked: ______ Evidence: ___
Offline access or safe fallback checked: ______ Evidence: _____________
Essential failures or unknowns and vendor answer date: ________________

DECISION
Essential steps that every candidate must pass: _______________________
Candidate with all essential passes: __________  Evidence date: _______
Any FAIL needs a supported fix and another run. Treat UNKNOWN as an open vendor question. Compare the current plan terms only after the same job passes.