How to explore the demo workspace on iPhone or iPad
To explore the demo on iPhone or iPad, open the app, tap Try the demo on the sign-in screen, type a name and tap Start exploring. Browse the sample customers, invoices and projects from the menu, then tap Sign up to keep Workspace when you want your own company.
The demo is a shared sample company you can open without an email address or a password. Here is a short tour on iPhone and iPad. On a Mac? See how to explore the demo workspace on Mac.
Start the demo
- Open the app. The welcome screens include a demo page. If you skipped them, the sign-in screen has a Try the demo button below the sign-in and sign-up buttons.
- Tap Try the demo. The Explore the demo sheet opens.
- Type a name in Your name. Any name of up to 60 characters works.
- Tap Start exploring. The workspace opens with a banner at the top: You're exploring a demo workspace, with how long the demo has left.
When the demo is available, that is all it takes. Tap Dismiss on the banner if you want the space back; the menu keeps a way to sign up, described below.
Find your way around
On iPhone, everything starts from the menu. On iPad, the same areas sit in the sidebar on the left. Records open with a tap on iPhone and a double-tap on iPad.
| To see | Open | Then try |
|---|---|---|
| Customers | CRM, then Customers | Open one and look at its Addresses and Contacts tabs. |
| Invoices | Finance, then Customer Documents | Open an invoice, or tap + and choose New Invoice to start a draft. |
| Projects | Projects, then Projects | Open a project and look at its Phase tab: phases, then work packages. |
You join with the Standard role, so you can work with the business data but not change the company's administration. Everyone shares this one company, so other visitors may see what you add. Use made-up names and figures.
An iPad shows more at once, with a sidebar, the area's sections and the list side by side. On an iPhone, the same records fit in a pocket; running your business from an iPhone shows what that looks like day to day, and the iPad for business covers the larger screen.
Create a real account
- Tap Sign up to keep Workspace in the banner. If you dismissed it, use Create Real Account instead: on iPhone it is in the menu's Account section, on iPad at the bottom of the sidebar.
- Sign up. The sign-up form opens over the demo, with your demo name already filled in.
- Set up your company. You get a fresh company of your own. Nothing from the demo comes with you, and the demo keeps running until your new account is active, so you can stop halfway.
Once your company is set up, bring your colleagues in: inviting your team on iPhone or iPad walks through it. For more on how the demo company works, read trying a business app without signing up.
Frequently asked questions
Is the demo the same app I would use for real?
Yes. It is the same app on your iPhone or iPad, signed in to a shared sample company instead of your own.
How long can I keep exploring the demo?
Up to seven days. The banner shows how much time is left.
Can I try the demo on my iPad and my iPhone?
Yes. Start it on each device with any name. Each start is its own visit to the same shared sample company.
Run your business on Apple.
Create your account on the web, then set up your workspace in the app on your iPhone, iPad or Mac.
Create your account
