OhmScout · Software trial worksheet
04 / TRY ONE REAL JOB
Six fixtures.
One useful software trial.
Run the same fictional electrical job in each product. Find out what your chosen plan and phones can actually do.
- Quote
- Approval
- Schedule
- Field work
- Change
- Invoice
Keep the trial fair.
Use your own authorized trial account. Save drafts; do not send customer messages or take payments. Check the paid plan, not just the trial's unlocked features.
OhmScout has not personally tested these workflows. Record your own observations below.
- 01
Quote
Create DEMO-001 for Synthetic Customer A: replace six light fixtures. Use an arbitrary $600 demonstration quote, not a market price. Keep real addresses, contact and payment details out.
□ Vendor-documented □ Tested by you □ Unknown
Observation / limitation: __________________________________________________ - 02
Approval
Record approval in the test account. Check that the accepted scope and price are still visible. Do not email or text anyone.
□ Vendor-documented □ Tested by you □ Unknown
Observation / limitation: __________________________________________________ - 03
Schedule
Book a visit and assign the test helper. Find the time, job address placeholder and access notes on the helper’s actual phone.
□ Vendor-documented □ Tested by you □ Unknown
Observation / limitation: __________________________________________________ - 04
Field work
As the helper, open the latest scope, add a test photo and record what was completed. Check who can see prices and who can change them.
□ Vendor-documented □ Tested by you □ Unknown
Observation / limitation: __________________________________________________ - 05
Job change
Add a seventh fixture and a fictional $100 change. Check who approves the extra work and whether the original quote and approval remain inspectable.
□ Vendor-documented □ Tested by you □ Unknown
Observation / limitation: __________________________________________________ - 06
Invoice
Prepare a $700 draft invoice from the job without sending or charging. Verify that the change and work notes reach the office. For staged projects, separately try a $6,000 total with $1,800 / $2,400 / $1,800 invoices; a deposit alone is not staged invoicing.
□ Vendor-documented □ Tested by you □ Unknown
Observation / limitation: __________________________________________________ - 07
Export & exit
Inspect a usable export, cancellation and deletion instructions. Compare the features you used against the exact paid plan. Record device differences and any mandatory extra costs.
□ Vendor-documented □ Tested by you □ Unknown
Observation / limitation: __________________________________________________
Would you trust it on Monday?
Could the helper find the scope, record the change and hand the job back ready to bill? Keep the product that passes your essential tasks within budget.