One clear routine for your first day.

Make your first week useful

Start with one small routine, then use it consistently before adding more.

1. Day 1: Complete the fictional care workflow below and confirm it saves.
2. Day 2: With your colleague, agree which daily tasks to record and who completes them.
3. Days 3–4: Use those tasks and a short handover at each shift. Check for missed or duplicated work.
4. Day 5: Try either stock planning or one fictional invoice, choosing the workflow your yard needs most.
5. Days 6–7: Ask your team what helped and what got in the way. Compare time spent organising the same jobs before and during the trial.

Continue the trial if you need more time. A one-calendar-month trial needs no card and does not automatically charge you.

When deciding whether to pay, check that your chosen workflows work on your devices and are useful to your team.

Choose the version you are using

Browser workspace: shared yard records, team tasks, handovers and owner/admin accounts. On iPhone, open it in Safari and use Share → Add to Home Screen.

Native Android preview: a separate test app. Sample horse, care and exercise edits stay on the device; the Account screen reads accessible live yard records. Sample records do not sync into your shared yard.

The Google Play test and native preview are different apps. Browser GPS needs the screen unlocked and the app visible. Native locked-screen recording is being evaluated on physical devices; it is not yet a verified reliability promise.

1. Open your yard

1. Sign in using your own account. Verify your email if prompted.
2. Create your yard through the available setup flow, or open a yard you have been invited to.
3. Check the yard name and your role before entering information. If you cannot see the right yard, ask its owner to check your invitation.

Use the sign-in screen’s reset option if needed. Never send passwords, reset links or activation keys to support.

2. Complete a small care workflow

1. Add one fictional horse and a simple care note.
2. Create “Check water”, assign a responsible person and set a due date.
3. Save, refresh the workspace and confirm the task is still there.
4. Mark it complete and check the saved status before leaving a handover note.
5. Invite one colleague using their own email. Ask them to confirm the same task status in the same yard.

The app records what your team enters; it does not verify that physical care has been provided.

3. Reconcile stock

Enter your opening stock quantities and units. Requests reserve stock; issuing supplies reduces the stock on hand. Record deliveries when supplies arrive. Recording a delivery does not place a supplier order.

4. Review accounts before sending an invoice

1. Use the browser workspace as the owner/admin. Enter a fictional client and invoice line item.
2. Check quantity, rate, total, due date and amount received. Values currently use GBP.
3. If applicable, choose inclusive or exclusive VAT and enter the appropriate rates and supplier details. Confirm your tax treatment with your accountant.
4. For a recurring invoice, select its frequency and dates. Review the generated draft before issuing it.
5. Check the invoice preview and outstanding balance. A recurring schedule does not automatically email an invoice or debit a customer.

Customer invoice schedules are separate from the annual Pocket Yard membership. The tools do not file tax returns, connect to your bank or replace statutory accounts.

5. Check saving and exercise recording

If a save fails, keep your unsaved text and reconnect. Refresh to check whether the first attempt succeeded before repeating a write. Do not assume offline notes have synced.

For browser exercise tracking, allow location, keep the screen unlocked and remain outdoors with a usable GPS signal. Stop the session and inspect its route and elapsed time. GPS accuracy varies.

Allow location access before starting a ride. Keep the browser app open while recording; locking the screen can interrupt tracking. Do not use ride tracking as an emergency or safety monitor.

Tell us where you got stuck

Send your device/browser, app version, the step you tried and the exact error to [email protected]. Use fictional examples and omit passwords, private client details, financial records and precise GPS routes.

The help assistant answers from a fixed guide. It cannot inspect your account, confirm live status, take payments or change yard records.