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How to Make the Most Out of Your JobTraQ Trial

Why the Trial Matters More Than You Think

Most software trials are too short to prove anything meaningful. You log in, poke around, and leave unsure whether it’s a fit.

JobTraQ is different.

With a full-featured, 45-day trial, it’s built to give manufacturers enough time to:

  • Digitize a real workflow
  • Train a small pilot team
  • Track performance
  • Measure value
  • Make a confident, data-backed decision

Whether you’re replacing paper job packets, wrangling change orders, or preparing for your next audit, this trial can show you what daily life with JobTraQ really looks like.

Start your 45-day free trial here

What’s Included in the Trial

During your trial, you’ll get full access to the same tools used by top JobTraQ customers in manufacturing, defense, energy, and logistics.

Included Feature

Why It Matters

Workflow builder (no-code)

Build forms, routing, approvals without IT

Role-based permissions

Assign responsibilities across departments

Alerts & escalations

Catch delays before they become problems

Dashboards

Get real-time visibility into job and task status

Reporting & audit logs

Track compliance and improvement metrics

REST API

Optional integration with ERP, PLM, or MES systems

Support & training

Email guidance and access to onboarding tools

Before You Start: Set Yourself Up for Success

  1. Pick a Champion

Every successful trial needs a point person. This is usually someone who:

  • Understands your daily processes
  • Wants to solve bottlenecks or improve visibility
  • Has buy-in to lead a small experiment

This doesn’t have to be someone in IT. In fact, most successful trial champions are operations managers, engineers, or team leads.

  1. Choose One High-Pain Workflow

Don’t try to digitize your entire business in 45 days. Instead, pick one process where the pain is felt every day.

Popular first-use cases for manufacturers include:

  • Job traveler packets
  • Engineering change order (ECO) approvals
  • First article inspection workflows
  • NCR / CAPA reporting
  • Maintenance work order routing

If you’re not sure where to start, ask:
“Where are we wasting the most time or losing the most visibility right now?”

  1. Recruit 3–5 Pilot Users

Workflow success comes from real-world usage. Involve a small, cross-functional team that can test the system and provide early feedback. These might include:

  • An engineer who initiates change orders
  • A supervisor who approves jobs
  • A quality lead who signs off inspections
  • A scheduler who needs better visibility

Week-by-Week Guide to the Trial

Week 1: Access + Planning

  • Receive login credentials
  • Meet with JobTraQ’s onboarding team (optional)
  • Scope your pilot workflow and list the steps
  • Outline the roles and responsibilities

You can also browse JobTraQ’s workflow templates →

Week 2: Build and Configure

Using JobTraQ’s drag-and-drop builder, you’ll:

  • Create your workflow form
  • Define routing logic (approvals, dependencies, etc.)
  • Add task deadlines, notes, and notifications
  • Configure user access levels and permissions

No coding required.

Tip: Watch the quick-start tutorial videos provided after sign-up.

Week 3: Pilot and Refine

Test your workflow with real-world examples:

  • Run a test job from start to finish
  • Collect feedback from users
  • Refine form fields, task assignments, or alerts
  • Add dashboards or basic reports

Remember: It’s better to launch something simple now than to overbuild and delay feedback.

Week 4–6: Go Live and Measure

Begin using the workflow in your real operations. During this phase:

  • Track cycle time improvements
  • Monitor task completion rates
  • Note where you’re saving time or improving accuracy
  • Use dashboards to visualize progress

This is where the ROI starts to appear. Many customers report measurable wins before the trial ends.

What Success Looks Like by Day 45

By the end of your trial, you should be able to:

  • Launch at least one live workflow
  • Train and receive feedback from 3–5 users
  • Demonstrate improvements in speed, accuracy, or visibility
  • Build buy-in across departments using real data
  • Have a clear case for moving forward with JobTraQ

If you’ve done that, you’re not just trying the software – you’re proving its value.

What If You Get Stuck?

You’re never on your own. During the trial, you have access to:

  • Email-based support
  • Onboarding documentation
  • Optional working sessions with the JobTraQ team
  • Access to example workflows and best practices

Want help with workflow design or deployment strategy?
Schedule a free discovery session →

Common Pitfalls (and How to Avoid Them)

Pitfall

Fix

Trying to automate too much at once

Start with one workflow. Add more later.

Waiting for IT to get involved

You don’t need IT to launch. Use the no-code builder.

Skipping user feedback

Test early with a small team and refine quickly.

Building without a goal

Define success: faster turnaround, fewer missed steps, etc.

Not measuring impact

Use JobTraQ dashboards to track time saved or errors avoided.

Final Thought: Don’t Let the Trial Be a Tour

Too many software trials are just that: a tour. You click around, look at buttons, and walk away without clarity.

JobTraQ’s trial is your chance to build, test, and prove. You can digitize a real process. You can go live with real users. You can collect real feedback.

And you can do it all before spending a dime.

Ready to Make the Most of Your Trial?

If you haven’t already, get started today:

Start Your 45-Day Free Trial

Book a Trial Planning Session

Explore Real Use Cases →

Let us help you bring some clarity to your day, one process at a time.

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Learn how JobTraQ can help control the chaos of running your business.

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