# Quick start & feedback: the first ten minutes, and a word back from any page

> A quick start that fits the page you are on, empty pages that explain themselves, feedback from any page, and the Guide pet answering in your language.

**Status:** Available — In every workspace, documented here, with its changes listed on its page.
**On the broker’s path:** Platform
**Pets that work here:** Guide

**The problem this solves:** A new workspace is an empty screen; the first ten minutes decide whether anyone comes back tomorrow.

**In short:** A new workspace does not start empty. The Quick start in the header speaks to
the page you are on — Objekte, Kontakte, Anfragen, Provisionen, Unterschriften, Import, the
firm page each bring their own first steps — and ticks itself as you go. Empty pages explain
themselves with an example. Every page can send us feedback, and we read it.

## What you can do

- **Follow the Quick start** page by page; it ticks itself the moment the step is done.
- **Ask the Guide.** The [Guide](https://docs.capitality.io/pets/guide/) understands how people really ask in German
  and answers with steps that name the buttons on screen.
- **Tell us.** Feedback from any page — and the „what is missing“ sheet on every Alpha
  feature — is kept and listed for us to read.
- **Find help.** „Help & support“ in the user menu opens one page with the ways to get help
  that really work, and says when to expect an answer.

## How it works

Sign-up is self-serve with a 14-day trial and no payment method; the first screen leads to
the company workspace in one click. Trial and plan reminders reach owners and admins in good
time, and a workspace whose trial ends rests in „Ruhemodus“ with its data kept.

## Limits and notes

- The Quick start shows setup steps only to owners and admins.

## New in this feature

- App 0.42.0: The quick start now speaks to the page you are on: Objekte, Kontakte, Anfragen, Provisionen, Unterschriften, Import and the firm page each bring their own first steps.
- App 0.42.0: The front page now lets you start a free trial straight away, and the OpenImmo guide says plainly what moves over and what you keep.
- App 0.41.0: The quick start now includes having enquiries answered at once, and it ticks itself the moment the automatic reply is on.
- App 0.41.0: The quick start no longer asks for a first deal on pages away from Today when your pipeline already has one.
- App 0.40.3: The help page links the documentation and says when to expect an answer to a support mail.
- App 0.40.3: A new workspace is guided by a Quick start list in the header, empty pages explain themselves with an example, and every page can send us feedback.
- Platform 0.25.4: Feedback sent from any page of the app is kept and listed for us to read.
- App 0.40.0: An invitation link that no longer works now says why — replaced by a newer one, withdrawn, already accepted, declined or expired — instead of showing a sign-up form.
- App 0.40.0: The sign-up form's agreement to the terms and the privacy policy now reads as one sentence, in German without missing words.
- Platform 0.25.1: An invitation link that no longer works now says why, and a team joining from one office no longer gets an empty sign-up page.
- App 0.37.3: The sign-in, sign-up and invitation pages now name themselves in the browser tab.
- App 0.37.3: The German help pages now address readers formally throughout, including the notice on pages that exist only in English.
- Platform 0.20.5: Enquirers' contact details stay inside your workspace when pets help with their enquiries.
- App 0.33.8: Sign-up says plainly what stands in the way, and from a personal space you can start a company workspace in one step.
- Platform 0.19.11: Trial and billing reminders reliably reach your workspace's owners and admins, so no deadline passes unannounced.
- App 0.31.0: When a trial or plan ends, the workspace rests in "Ruhemodus" with its data kept, and billing says so plainly.
- App 0.31.0: The documentation now explains pricing, the free trial, invoices and cancellation in plain German and English.
- App 0.31.0: The price table now says plainly how to start a free trial without a card and what a portal connection adds.
- App 0.31.0: Near the end of a trial, the sidebar gives fair warning and leads straight to booking a plan or extending the trial.
- Platform 0.19.0: The allowance of help from your pets now follows your plan, and special arrangements stay as agreed.
- Platform 0.19.0: A workspace whose trial or plan ends rests in "Ruhemodus" with all its data, ready whenever you book.
- Platform 0.19.0: Owners hear in good time before a trial or special price ends, and the move to Basic happens without surprises.
- Platform 0.18.0: Usage shows what your pets' help was spent on and how full recent months were.
- App 0.28.2: Sign-up and invitations show a short preview of the data processing agreement before you accept it.
- App 0.28.2: Sign-up offers the design-partner programme as an option, with its terms on their own page.
- Platform 0.14.2: Invitees without an account are greeted with your company's name, who invited them and the address to sign up with.
- App 0.16.0: A new brokerage workspace opens on Today with its first steps, each linking to where it is done and ticking itself off.
- App 0.11.4: "Help & support" in your user menu opens one page with the ways to get help that really work.
- App 0.11.4: The Pets page explains what a pet does for your deals and offers help setting up your first one.
- App 0.11.1: The sign-up page now says plainly how to get started.

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HTML version: https://docs.capitality.io/features/quick-start/ · Language: en
