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Create a form template, add sections and fields, preview it, and review settings before saving.

Create a form

Choose the correct form template for a job, complete required fields, and review completion status.

Add and complete forms

Build reusable checklist items and review the templates used in jobs.

Create and use checklist templates

Create reusable customer questions and review how they are organized for quotes and orders.

Create customer-question templates

Create reusable information blocks for customer-facing work.

Create important-information templates

Create reusable job content and review existing templates before applying them to new work.

Create and use job templates

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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