Free checklist

Before you pay for another app.

A few checks now can help you avoid another bill for something you don’t use. Work through these at your own pace.

Name the job. Write one sentence: “I need to send an invoice before I leave the customer’s house.” Keep the task small enough to try.Check the plan, not just the app. Find the exact plan that includes your must-have feature. A feature on the company’s homepage may cost extra.Check the whole bill. Include extra users, contacts, text messages, payment fees, setup, and any other tools you still need.Try one real task. Use made-up customer details. Send yourself a test email, create a sample invoice, or book a test appointment. Note where you get stuck.Check what the customer sees. Open the test on your phone. Are the message, booking page, and next step easy to understand?Check how to leave. Find the cancellation rules and how to download your customer list or records. Check whether an annual payment is refundable.Decide before the trial ends. Set a reminder. Keep the tool only if it does the job, the price makes sense, and you can use it without a daily struggle.

What will it cost for a year?

Compare two options using the same number of people and customers. If a price is shown “per month, billed yearly,” use that monthly amount here, but remember you may have to pay the year upfront.

Estimate = 12 × (monthly plan + monthly extras) + setup. Use one currency for both options. Taxes, price changes, and charges you haven’t entered are not included. Blank fields count as zero once you enter a cost. This is a planning aid, not a price quote.

Make yourself a short note

The job I need done, what I tried, and what I’m still unsure about

Your entries stay on this page and aren’t sent to us. Print before closing or refreshing; they aren’t saved.

Ready to compare a couple of tools?

Choose the job you need help with. Each guide explains the options and includes links to their websites.

Still stuck? Tell us which decision you’re trying to make.