Trial / explore paths

Guided first sessions matched to each trial signup path — pick the one you started with.

Getting started with an empty trial accountA step-by-step guide to getting started when you log in to Operating for the first time with a blank account. When you first sign up for Operating, your account is empty. This guide walks you through the recommended steps to set up your organization, add your first data, and start planning.
Getting started with resource planningExplore your trial account and learn how Operating can help you with resource planning. Your trial account comes pre-loaded with sample data so you can explore the platform right away. This guide walks you through the key areas. If you'd like a trial account, sign up for a free trial on our website.
Getting started with resource planning and timesheetsExplore your trial account and learn how Operating connects resource planning with time tracking, so you can plan work on the timeline and compare it against actual hours logged by your team. Your trial account comes pre-loaded with sample data so you can explore the platform right away. This guide walks you through the key areas.
Getting started with resource planning, timesheets, and invoicingExplore your trial account and learn how Operating connects resource planning, time tracking, and invoicing to manage the full professional services workflow from staffing through to billing. Your trial account comes pre-loaded with sample data so you can explore the platform right away. This guide walks you through the key areas.