Explore the tools behind your service day.
Follow a sample job, try the quote calculator and explore workflows, inventory, analytics and company service profiles. All values are fictional; this tour does not connect to a live account.
Schedule
Today's service route
Choose the sample washer job to see the on-site workflow.
Washer not draining
Sample Customer · Vancouver · 9:00–10:00 AM
On-site visit checklist
Try the checkboxes. In the installed product the technician saves progress to the job.
The return visit remains open even when this visit is completed. Customer signature and before/after photos are supported in the installed app; this demo does not capture them.
Repair estimate
Each line can have its own GST and PST settings. Change the sample prices to see totals update.
| Description | Qty | Unit price | GST | PST | Amount |
|---|---|---|---|---|---|
| Service call / diagnosticInitial visit and assessment | $120.00 | ||||
| Repair labourReplace pump, reassemble and test | $260.00 | ||||
| Replacement drain pumpExample part — not a live parts quote | $185.00 |
From approved quote to collection
A real invoice is generated after approval and sent using the business's configured email account.
Collect payment
Choose a simulated payment status. Nothing is charged or saved.
Email sending, PDF saving and payment records are available in the installed application—not on this sample page.
Work-order workflow
In the installed Equipment directory, register a client’s item and link it to work orders to browse its repair history, visit outcomes and protected job files. This demo does not save equipment cards.
Sample order WO-DEMO-001 · Washer drain repair
- Diagnosis — complete
- Customer approval — complete
- Parts received — current stage
- Repair and testing — next
In the installed application, administrators define stages and required checklists. Each job retains its stage history.
Parts for this job
The installed Service Catalog also saves reusable services, parts and bundles for draft quotes and invoices. Catalog pricing templates do not change inventory quantities.
| Sample part | On hand | Reserved | Supplier order |
|---|---|---|---|
| Drain pump | 3 | 1 | PO-DEMO-008 · Received |
| Hose clamp | 12 | 2 | — |
Illustrative inventory only. Stock reservations, usage and purchase orders are managed in your installed account.
Business analytics
Fictional 30-day example, not live company results.
Compare periods, inspect request sources and quote decisions, and review job contribution and technician schedules.
Customer portal
Customers can view shared visits, documents, quote decisions and payment options through secure links.
No real customer portal or financial records are connected to this demonstration.
Connected services
Help & Support 4.8: search task guides and run administrator installation checks. The technical report excludes customer records and credentials. This demo does not inspect your server.
Service agreements 4.7: record covered work, validity dates and next service. Filter due items and prepare a job for review. No automatic billing, renewal or customer signature capture.
Purchasing 4.6: receive separate deliveries by line, track remaining quantities and cancel outstanding items while keeping received stock. This demo does not change inventory.
Messages center: filter email send logs and SMS history, browse pages and open related work. Email acceptance is not proof of inbox delivery. This demo does not send messages.
Public request form: share a service-request link from your website. New enquiries appear in Requests for review. No appointment is booked automatically. Optional staff email alerts use your SMTP settings; SMS alerts are not included. This demo does not submit customer details.
- SMTP: document email and reminders.
- Twilio: SMS delivery and replies.
- Stripe: payment links and deposits.
- Google Routes: optional driving-time estimates.
- Website intake: authenticated requests with duplicate protection.
These services require separate configuration and, where applicable, provider fees. This page sends no messages or requests.
Security & backups
Administrator-confirmed encrypted recovery archives can include application data, files and settings. Restore instructions and checksums are included.
AES-capable PHP Zip is required. Recovery must be tested separately; there is no automatic restore or scheduled backup in 4.3.
One company, several service profiles
Choose enabled trades and a default in Settings. New records use their selected profile; linked orders and documents keep the source trade.
This selector previews terminology only. It does not change prices, taxes or the washer example in the other demo screens.
My Day · sample technician
Remaining visits for a selected day. In the installed application, technicians see their assigned visits here.
The live workspace also offers client calls, directions, protected job files, date/status filters and refresh timestamps. This illustration does not place calls or access real customer locations. Internet is required; offline saving is not provided.
This interactive tour is a product illustration, not a live account.
Start a 14-day trialUse the real workflow on your own hosting.
Your trial runs the complete application with your business branding and records.