Quick-start guide

Start with a working system—not an empty screen.

FREEDOM does not use a separate setup wizard. Follow the current application flow below to secure your account, create real work, and generate a useful schedule before customizing the workspace.

Create and verify your account.

Start the 14-day free trial with your email address and a secure password, accept the current customer agreements, then open the single-use verification link sent to your email.

Add your payment method and open FREEDOM.

Review the $89 USD monthly subscription terms: up to 10 users included, with additional users $5/user/month, add a valid payment method through secure Stripe Checkout, and download the current verified application for a supported Apple device. Windows and Android users can access FREEDOM through the web. $0 is charged today; billing begins after the 14-day trial unless canceled.

Review your business workspace.

Open Settings and review Businesses. Confirm the active workspace, name, icon, color, and optional logo. Create another workspace only when you truly operate more than one business.

The active business supplies context throughout FREEDOM. All Businesses views provide cross-business visibility where supported.

Create and schedule the first real project.

Open Projects and start a project blank or from a clearly labeled system starter template. Add at least two real tasks, planned labor hours, and a start date, then generate the schedule so FREEDOM can show the work and estimated finish.

Starter templates are reusable blueprints, not business records. Planned labor hours are operational; FREEDOM does not calculate bids, prices, invoices, or financial estimates.

Choose the modules your business uses.

After the first schedule is useful, open Settings and choose Navigation. Reorder the navigation and hide modules that are not part of your current workflow. Settings itself always remains available.

Customize the Overview.

Return to Overview, choose Customize, and arrange the widgets around the facts you need at the beginning of the day. Show or hide each widget independently; these preferences are separate from navigation module visibility and preserve your dashboard order.

Add shared contacts and active leads.

Add the people and organizations your businesses share in Contacts. Use Leads for pre-project conversations, activity history, next follow-up dates, and appointments. A lead can later be converted into a project.

Put current priorities in Command Center.

Select the right business workspace and place today’s work into the appropriate operational stages. Add recurring procedures where repeatable work needs to stay visible.

Connect the work that belongs on your calendar.

In Calendar, choose a writable destination through the Calendar Synchronization picker. Connect Google Calendar, Microsoft 365, or Outlook.com as needed. Apple calendars are available when FREEDOM has native Apple Calendar access on a supported Apple device. FREEDOM can synchronize dated project timeline tasks, lead follow-ups, and scheduled customer activities while keeping their operating history in FREEDOM.

Add equipment only when it is relevant.

If your business relies on equipment, record each item’s core details and availability. Add reservations, inspections, service, maintenance, repairs, and parts as those events occur.

Use FREEDOM as the daily operational record.

Begin each day in Overview and Command Center. Update follow-ups, project tasks, schedules, equipment records, and actual labor hours as work changes so the operational history remains useful.

Keep the boundary clear

Run the business here. Keep specialized work specialized.

FREEDOM is ready when it reflects current operational reality. Continue using your preferred financial, payroll, workforce, scheduling, time-tracking, and communication systems for the work they handle best.

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