Try the software with a test account
Enter The Big One as a manager, a field worker or a client, in a test company with sample data, then come back to your account.
The video for this guide is coming soon.
Test accounts let you enter the software as each person would: a manager, a field worker, a client. You arrive in a test company, with sample properties, jobs and team. Use them to discover a screen, train a new colleague or understand what a cleaner sees. Allow 1 minute to enter.
To set what a real person on your team sees, see Edit a person's record and Limit what a person sees.
Enter a test account
Step by step
- 1
Open the Settings › Access › Test accounts menu.
- 2
Find the card of the role to try, under "Office" or under "Field and client".
- 3
Click Test. The first time, the message "Preparing the test company…" is shown for about 10 seconds; after that, entry is immediate.
- 4
Use the software as that person would. The banner "Test mode: sample data. Nothing affects your company, nothing is sent." stays shown at the top of the screen.
| Card | What the account sees |
|---|---|
| "Administrator" | The whole software |
| "Manager" | Schedule, team, contracts |
| "Cleaning manager" | Schedule and team |
| "Delivery manager" | Linen and delivery rounds |
| "Inspector" | Inspections and quality |
| "Field worker" | The field app, depending on the activities ticked |
| "Client" | Client portal: the day of their properties |
The cards offered depend on your company's modules.
Set up the field account and the client account
Before entering, two cards can be set.
Step by step
- 1
In the "Field worker" card, tick "Their activities (at least one)". The activities ticked open their screens, as on a user's record.
- 2
In the same card, choose their "Contract": "Employee" or "Self-employed".
- 3
In the "Client" card, choose the "Client to test", or leave "Demo client".
- 4
Under "What they see", choose the sections of the client portal to show them.
- 5
Click Test in the card you have set.
Leave test mode
Step by step
- 1
At the top of the screen, click Leave test mode. You come back to your account, on the "Test accounts" page.
- 2
Read the message "Test mode closed. The sample data is kept until the 10 hours are up.": you can go back in without waiting.
Reset the sample data
The test company is kept for 10 hours after your last entry: what you change in it stays. To start again from fresh data sooner:
Step by step
- 1
Open the Settings › Access › Test accounts menu.
- 2
Click Reset the sample data. The "Reset the sample data?" window opens.
- 3
Click Reset. The message "Sample data reset: the next entry starts from a fresh test company." is shown.
Open a test account on another device
To show the field app on a real phone, for example. The "Test" button works without a password; on another device, one is needed.
Step by step
- 1
At the bottom of the page, next to "Sign in with these accounts from another device?", click "Passwords…". The "Test account passwords" box opens.
- 2
Click Regenerate and apply. The "Regenerate the passwords?" window opens.
- 3
Confirm with Regenerate and apply. The message "New passwords applied — write them down, they will not be shown again" is shown, with one password per account.
- 4
Write them down before leaving the page.
- 5
On the other device, sign in with the address and the password of the test account.
Frequently asked questions
Does what I do in test mode change my real data?
No. You are in a test company, on sample data. Nothing affects your company and nothing is sent.
How long can I stay in test mode?
10 hours at most. After that, nothing can be changed any more: leave test mode, then enter again if needed.
Who can open the Test accounts page?
The company's administrators.
Can I test with the data of one of my clients?
The "Client" card offers a "Client to test" list, with "Demo client" by default. In every case, you stay in test mode: nothing is sent.
Why does the page show "You are already in test mode"?
Because you have already entered a test account. Click "Leave test mode", at the top of the screen, to come back to this page.