Five-step product tour
See how the work moves forward.
Choose your trade, then follow one fictional job from request REQ-2031 to job JOB-1042 and draft invoice INV-2107. Explore any step or use Next.
No credit card required.
Explore the workflow at your own pace.
Choose any step to examine the office and field handoffs.
Representative interface previews with demonstration records.
Step 1 of 5
Find the work that needs attention.
Requests and follow-ups can disappear in a busy day.
Review Riverside Apartments and the request for rental property maintenance visit. Keep the scope with the resulting job.
The office knows the next step.
Riverbend Property Care — Demo
Product previewToday
Today
Fictional example · representative interface
Next work item
Rental property maintenance visit
Riverside Apartments
Review the repair list and access instructions; document work completed and remaining items.
Next: review the request and plan the visit
The whole workflow at a glance.
Read every step below, then use the interactive preview above to look closer. All businesses, people, jobs and prices in this tour are fictional examples.
1. Start the day
Review Riverside Apartments and the request for rental property maintenance visit. Keep the scope with the resulting job.
2. Know the customer
Open Riverside Apartments to review Dana Whitfield’s contact record, site access and job history.
3. Prepare the team
Plan JOB-1042 for the agreed day or enter an exact time. Jamie opens My Day for the assignment and instructions.
4. Finish the job
Record materials, repair notes and remaining follow-up work. Review before/after repair photos and completion notes before marking the work complete.
5. Prepare the invoice
Prepare draft invoice INV-2107 for JOB-1042. Review the example total of $325.00 before sending. No payment is shown or collected in this demonstration.
Try the workflow with your own team.
Start with your business, one customer, and one job. Your 30-day trial needs no credit card.