Application, conversational form
Beta tester application template
Recruits beta testers by platform, current tools, usage, features they would test and how they prefer to give feedback.
11 questions, 10 required, as a conversational form
Use this template opens a copy in the form builder after you sign in. Adapt it with AI opens the generator with this template chosen, so you can describe your business and get the questions rewritten for it.
Every question
Which platforms could you test on? (required)
Multiple choice: macOS desktop app, Windows desktop app, iPhone, iPad, Android phone, Web browser only
What device and operating system version will you mostly use? (required)
Short answer
What do you use for bookkeeping today? (required)
Dropdown: A spreadsheet, Paper and a shoebox, A dedicated accounting package, My accountant does all of it, An invoicing tool that is not full bookkeeping, Nothing yet, the business is new
How often would you open an app like this? (required)
Single choice: Several times a day, Once a day, A few times a week, Weekly, when I do the books, Monthly, at BAS or tax time
Roughly how many invoices do you send in a month?
Number
Which parts would you actually test? (required)
Multiple choice: Creating and sending invoices, Chasing overdue payments, Bank feed and reconciliation, Expenses and receipt capture, Reports, Importing from my current tool, Working offline
How much time can you give the beta each week? (required)
Single choice: Under an hour, 1 to 2 hours, 2 to 4 hours, More than 4 hours, It depends on the week
How would you rather send feedback? (required)
Single choice: In app feedback button, A shared chat channel with the team, Email when something breaks, A short call every fortnight, A written survey at the end only
What would have to be true for you to switch tools for good? (required)
Long answer
Before you apply (required)
Multiple choice: I agree not to share screenshots, prices or features of the beta publicly until launch, I understand the beta is unfinished software and I will not run my only set of books in it, I am happy to be contacted about the beta by email
How do we reach you? (required)
Profile
What you fill in
- [Your company]