See the complete process before setup.

Explore fictional records, real workflow stages and the exact quotation templates this pack adds to UtilityHub.

Create my workspace

Client checklists

12 incomplete

Documents missing

Across 12 clients

Deadlines this week

3 need attention

Ready for review

Assigned to 4 staff

Today’s attention list

Bright Traders · GST August

Purchase register and bank statement missing

2 missing

Nexa Foods · TDS Q2

All documents received; reviewer assigned

Ready

Singh Consulting · ITR

Client approval reminder due today

Follow up

Workspace configuration

Configured for this team

Monthly GST and TDS engagement

3 editable line items

Annual accounts and tax return

2 editable line items

Team workspace

Roles, reminders and audit history included

Ready to use your own records?

Create a private workspace, answer 4 onboarding questions, then enable the templates, rules and dashboard. This opens setup; it does not take a payment. Subscription access is reviewed separately in workspace billing.

Set up this pack

This safe demonstration uses fictional sample data. No shared password, customer information or editable production record is exposed.