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

Document trail

Files remain attached to the relevant customer, order or job.

Bright Traders — bank statement.pdf

GST August

Missing pages

Nexa Foods — TDS working.xlsx

TDS Q2

Ready for review

Singh Consulting — client approval.pdf

Income-tax return

Received

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.