Trial Period

Understand and manage your Kuviq free trial.

Overview

The Kuviq free trial lets you:

• Experience all features before committing
• Test with real data and workflows
• Evaluate fit for your organization
• Make an informed decision

Trial Details

Duration

• Standard trial: 14 days (duration may vary based on the plan being evaluated)
• Extended trial: Available upon request (up to 30 days)

Feature Access

During trial, you have access to Starter-plan features with configurable overrides:

Feature	Access Level
Items	Up to trial limit
Locations	Up to trial limit
Templates	Up to trial limit
Inspections	Up to trial limit
QR Codes	Full
Reports	Starter level (admins can enable Professional features)
Corrective Actions	Full
API	Starter level

Admins can configure which Professional-level features are available during trials from Admin > Trial Management > Settings.

Trial Limits

Resource	Trial Limit
Locations	1
Items	150
Templates	20
Inspections	500

No Credit Card Required

• Start trial without payment info
• Credit card only needed to subscribe
• No automatic charges

Starting Your Trial

New Organization

1. Sign up at app.kuviq.io
2. Create your organization
3. Verify your email
4. Trial starts automatically

What Happens

Upon starting:

1. Trial period begins (default 14 days)
2. Starter-plan features enabled (with optional overrides)
3. Industry-specific data auto-provisioned (item types, locations, templates, sample items)
4. In-app onboarding checklist appears on the dashboard with 6 guided setup steps

Onboarding Checklist

The OnboardingChecklist is an in-app guided experience on the dashboard that helps you get started quickly:

• Tracks your progress through 6 key setup actions tied to live usage counters
• Shows a progress bar (N/6 complete) with trial days remaining
• Uses industry-aware labels (e.g., "Add your first piece of equipment" for climbing gyms)
• Items are clickable and navigate to the relevant creation page
• Dismissible — state is persisted to Firestore for the whole organization

Checklist items:

1. Create your first item — complete when items > 0
2. Add a location — complete when locations > 0
3. Create an inspection template — complete when templates > 0
4. Run your first inspection — complete when inspections > 0
5. Set up an inspection schedule — complete when schedules > 0
6. Invite a team member — complete when users > 1

When all 6 items are complete, a celebration state appears with an "Upgrade Now" call-to-action for trial organizations.

Trial Onboarding Emails

During your trial, you will receive a sequence of 4 automated onboarding emails:

Day	Email	Content
Day 1	Welcome	Getting started tips, key features overview
Day 3	Progress check	Activity-based personalization, next steps
Day 7	Feature highlight	Advanced features you haven't tried yet
Day 10	Conversion	Subscription options, data retention reminder

These emails are:

• Available in English, Finnish, and Swedish based on your language preference
• Personalized based on your actual trial activity
• Controllable via admin toggles in organization settings

During Your Trial

Trial Status

View your trial status:

1. Go to Admin > Subscription
2. See:
   • Days remaining
   • Trial end date
   • Current usage

Trial Banner

A banner appears showing:

• Days left in trial
• Quick link to subscribe
• Dismiss option

Getting the Most from Your Trial

Use the in-app onboarding checklist to track your progress through the getting-started steps. The checklist guides you through setup and evaluation in a natural order.

Week 1: Setup

• Complete the onboarding checklist items
• Add your locations
• Create item types
• Set up inspection templates
• Invite team members

Week 2: Evaluate

• Add real items
• Perform inspections
• Test QR code scanning
• Generate reports
• Review with your team

Trial Support

During your trial:

• Full email support
• Documentation access
• Onboarding assistance
• Demo scheduling available

Extending Your Trial

When to Request Extension

Request an extension if:

• Need more time to evaluate
• Key stakeholders unavailable
• Implementation taking longer
• More testing required

How to Request

1. Go to Admin > Subscription
2. Click Request Extension
3. Provide reason
4. Submit request

Or email: support@kuviq.io

Extension Details

• Maximum 2 extensions per organization
• Usually approved within 1 business day
• Features remain the same during extension

Auto-Extension

Kuviq supports automatic trial extensions for organizations that are actively using the platform. When enabled by an admin, the system evaluates organizations nearing expiration and auto-approves extensions based on activity.

How it works:

1. The system runs daily checks on trial organizations
2. If an organization has 1 day remaining and meets activity thresholds, it is proactively extended — no user request needed
3. If an organization has a pending extension request and meets thresholds, it is auto-approved

Default activity thresholds:

Threshold	Default
Minimum items created	3
Minimum inspections completed	1

Limits:

Limit	Default
Max total extensions per org	2
Max auto-approved extensions	1
Extension duration	7 days

Additional extensions beyond the auto-approval limit require manual admin review.

Admin configuration:

Go to Admin > Trial Management > Settings > Auto-Extension to:

• Enable/disable auto-extension
• Adjust activity thresholds
• Set max auto-extensions and extension duration

Trial Expiring

Warning Notifications

You'll receive email reminders at three lifecycle points:

Days Left	Notification
3 days	Warning email with activity summary and upgrade link
1 day	Final warning email
Expired	Expiration notice email

Each email is:

• Sent to the organization owner
• Available in English, Finnish, and Swedish based on language preference
• Personalized with your trial activity (items, inspections, templates, locations created)
• Deduplicated — each email type is only sent once per organization

Before Expiration

Options before trial ends:

1. Subscribe - Choose a paid plan
2. Extend - Request more time
3. Export - Download your data

What Happens at Expiration

When trial ends:

Feature	Status
App access	Blocked by full-screen TrialExpiredWall modal
Data	Preserved and exportable
Subscription routes	Still accessible for upgrading
Admin routes	Still accessible for system admins

After Trial Expiration

Access Wall

When your trial expires, a full-screen blocking modal (TrialExpiredWall) appears over all app routes. The modal:

• Cannot be dismissed by clicking outside or pressing Escape
• Shows your trial activity summary (items created, inspections completed, etc.)
• Provides three actions:
  • Upgrade Now — navigates to subscription plans
  • Request Extension — inline form to request more time (if eligible, i.e., max extensions not reached)
  • Export My Data — opens the export dialog so you don't lose your work

The wall appears immediately on login and will also appear mid-session if TrialContext detects expiration during its periodic refresh (every 60 minutes).

Subscription and admin routes (/subscription/*, /admin/*) remain accessible even when the wall is active, so you can complete the upgrade flow.

Immediate Effects

• Full-screen blocking modal on all app routes
• Cannot interact with the underlying application
• Data is preserved and exportable

Data Retention

Timeframe	What Happens
0-30 days	Data preserved, subscribe to restore
30+ days	Data may be deleted

Reactivating After Expiration

Within 30 days:

1. Visit app.kuviq.io
2. Log in (redirected to subscription page)
3. Choose a plan
4. Enter payment information
5. Access restored immediately

If 30+ Days Passed

• Data may be deleted
• Contact support to check status
• May need to start fresh

Converting to Paid

Choosing a Plan

Before trial ends, evaluate:

1. How many items? - Which plan fits
2. How many users? - User limits
3. Features needed? - Plan comparison
4. Budget? - Monthly vs annual

Subscribing

1. Go to Admin > Subscription
2. Click Subscribe or Choose Plan
3. Select your plan
4. Enter payment information
5. Confirm

Seamless Transition

When you subscribe:

• All data preserved
• No interruption
• Features continue
• Users keep access

Choosing Monthly vs Annual

Monthly	Annual
More flexibility	10-20% savings
Cancel anytime	12-month commitment
Higher per-month cost	Best value

Trial Data

Demo Data

During onboarding, you can:

• Load sample data to explore
• Skip demo data for clean start
• Delete demo data later

Removing Demo Data

If you loaded demo data:

1. Go to Settings > Data
2. Click Remove Demo Data
3. Confirm

Only removes demo items, not your own data.

Keeping Trial Data

When you subscribe:

• All your data is kept
• Inspections preserved
• History maintained
• Nothing lost

Frequently Asked Questions

Can I extend my trial?

Yes, request an extension up to 30 days total. Contact support.

What happens to my data if I don't subscribe?

Data is preserved for 30 days after expiration. Subscribe within 30 days to restore access.

Can I downgrade features during trial?

Trial gives Professional-level access. When subscribing, choose any plan.

Is my data secure during trial?

Yes, same security as paid accounts. See our security documentation.

Can I start multiple trials?

One trial per organization. Contact us for special circumstances.

Can I upgrade during trial?

You can subscribe to any plan at any time during trial.

Will I be charged automatically?

No. Credit card is only required when you choose to subscribe. No automatic charges.

Best Practices

Maximizing Your Trial

1. Set goals - Know what you want to evaluate
2. Use real data - Test with actual items
3. Involve team - Get feedback from users
4. Test workflows - Run through full inspection cycles
5. Ask questions - Use support resources

Making the Decision

Consider:

• Does it meet your needs?
• Is the team comfortable using it?
• Does it fit your budget?
• Is support responsive?

Common Mistakes

Avoid:

• Waiting until last day to evaluate
• Not testing with real scenarios
• Not involving key stakeholders
• Ignoring trial warnings

Contact During Trial

Support

• Email: support@kuviq.io
• Response: Within 1 business day

Sales Questions

For pricing, enterprise, or custom needs:

• Email: sales@kuviq.io
• Schedule a demo

Feedback

We welcome trial feedback:

• Email: feedback@kuviq.io
• Help us improve

Next Steps

• Plans - Compare subscription options
• Billing - Payment information
• Getting Started - Setup guide