After registering your Smartapp account, you can start a trial project or subscribe to a paid project directly from Project Central. The process has been redesigned for clarity, flexibility, and improved control over subscription and collaborator management.
This article explains how to add a new project, either by starting a free trial or subscribing immediately, based on the new PLG UI flow.
Accessing the Add Project Option
Log in to Smartapp.
From Project Central, click the “+ Add Project” button.
On desktop/tablet, it appears as the Add Project (+) icon.
On mobile, it appears as a floating tile (FAB).
[screenshot – Project Central showing “+ Add Project” button]
Selecting a Smartapp Edition
When the Add Project window opens, you’ll see a list of all available Smartapp Editions:
PLANNER™
FIELD™
FINANCE™
SAFETY™
ONE™
SKETCH™
Each edition has a checkbox beside it.
At the bottom, you’ll see two buttons:
Start Trial
Subscribe
Selection Rules:
If you select ONE, all other editions become disabled.
If you select Sketch, all other editions become disabled.
If you select any of Planner, Safety, Finance, or Field, the Sketch option is disabled.
After selecting an edition, click Start Trial.
[screenshot – Edition selection popup]
Trial Project Setup
Once you click Start Trial, you’ll go through a short setup process:
Step 1: Project Info
Enter a project name and company name.
Your email ID auto-populates and cannot be edited.
The field label is updated to: “Your Company Name or Org ID.”
Step 2: Additional Info
Add optional details to personalize your trial.
Page header: “Tell us more to build your project like a PRO!”
Choose:
No Thanks! I’ll do it later — create your project immediately.
Done — save your entered data and create the project.
Step 3: Confirmation
Once complete, a toast message appears:
“New Trial Project <Project Name> is created.”
Your new project tile will now appear in Project Central.
Trial Project Behavior
Each trial project includes:
Trial Duration: 14 days
Default Collaborators: 20 (5 for Sketch)
Maximum Active Trials: 5 per user (1 for Sketch)
Trial Countdown Banner: Displays days remaining
Shopping Cart Icon: Opens the subscription flow
[screenshot – Trial project tile with countdown and shopping cart icon]
Trial Management Options
When inside a trial project, admins will see the following under the User Head Menu:
| Option | Availability |
|---|---|
| Buy Subscription | Enabled |
| Manage Subscription | Disabled |
| Manage Collaborators | Enabled (for Admins only) |
| Invoice Manager | Disabled |
The Trial Banner also appears at the top of your project:
“Your trial will expire in X days. Subscribe Now.”
Click Subscribe Now to start the full subscription flow (see related article below).
Trial Limits and Renewal
A user may only have 5 active trial projects at once.
The Start Trial button becomes disabled once this limit is reached.
You can start a new trial after a previous one expires or is deleted.
Once the trial expires:
The project tile shows “Trial Expired.”
The Subscribe Now button remains available.
Key Notes
The Trial Banner and Subscribe Now options are only visible to Admins.
Collaborators invited to a trial project have normal access based on their assigned roles.
A trial can be upgraded to a paid subscription at any time by clicking the Shopping Cart icon or Buy Subscription from the menu.