About this demo
Try a service visit, publish a sample report, or create and approve an estimate. Nothing here sends messages or changes real accounts. Changes last only while this demo is open.
Your day, at a glance.
Company manager ·
Choose a step or explore freely. Sample actions never change a real account.
Catch the loose ends.
Approvals, unfinished handoffs and follow-ups from your saved records.
2 matching items. One job can need more than one action.
Last 30 days: recorded service-visit costs
By scheduled date. 0 completed visits with charge, time and labor rate; product costs are required when additions are recorded.
Complete the charge, labor and product cost fields on finished visits to see a useful comparison.
0 visits excluded for missing or zero cost inputs. This is not net profit or collected revenue; travel, overhead, taxes and other unrecorded costs are not included.
Today’s work
Appointments, routines and jobs together. Jobs without a time appear first.
Overdue work
Payments and milestones needing attention
Based on your recorded payments and saved milestone dates.
Plan the service route
Estimated work time: 0 minutes. Travel time is not included.
Plan with Google Maps
A simpler drive between pools.
Choose 2–25 jobs assigned to one technician. We’ll look up saved customer addresses and suggest a stop order, including the time needed at each pool.
The first and last selected jobs in your current list stay fixed. Travel starts at the first job and ends at the last; travel from home or your depot is not included. Appointment windows, breaks and live traffic are not included in this version.
Example address for demo only
Example address for demo only
Example address for demo only
Example address for demo only
Example address for demo only
Customer appointment confirmations
Create a private link for a one-time customer appointment, then copy it into your own message. Links expire after seven days and stop working if the appointment changes.