Contractor software trial scorecard

1. Create a customer record and confirm duplicate handling.
2. Build a realistic estimate with labor, materials, tax, and optional items.
3. Convert the estimate into a scheduled job.
4. Assign or reschedule the job and review customer notifications.
5. Complete the job from a phone and attach notes or photos.
6. Convert the work into an invoice and test deposits or partial payments.
7. Contact support with one realistic question and record response time.
8. Export customers, estimates, jobs, and invoices in a usable format.
9. Calculate the first-year cost with users, add-ons, and processing fees.
10. Document the strongest fit, biggest limitation, and switching risk.

Decision: Choose the product that completes the critical workflow with the least friction at an acceptable total cost—not the product with the longest feature list.