Explore the Full Platform
This is a live sandbox pre-loaded with a full week of realistic activity in Demo City, FL. Choose a role below and explore every feature — estimates, invoices, calendar, reporting, and more.
Homeowner
You are Jennifer Walsh in Demo City, FL.
Browse services, submit a booking request, and experience the full customer journey — from first search to job completion.
- Search & browse 36+ services
- Submit a service request
- Receive estimate via email with approval link
- Review Terms & Conditions, sign & pay deposit
- Track your pro in real time
- Leave a review after completion
Franchise Owner
You own the Demo City franchise.
Manage your full operation — bookings, estimates, invoices, calendar, tasks, reporting, and data imports.
- Pipeline: leads, estimates & invoices
- Estimate builder + email/SMS delivery
- Calendar & task management
- Discounts, deposits & Terms & Conditions
- Performance & profitability reports
- CSV/Excel data import tool
Service Pro
You are Marcus Johnson — top-rated handyman.
See the pro experience: accept jobs, update status in the field, message customers, and view your assigned estimates.
- View assigned jobs & schedule
- Accept or decline work
- Update status (en route → done)
- Message customers in-app
- View estimates assigned to you
Super Admin
You are HQ — overseeing all markets.
Full network visibility: manage Orlando, McLean, Tampa, and the Demo sandbox from one command center.
- Network-wide revenue & KPIs
- Manage all franchise locations
- View & impersonate any franchisee
- Franchise lead pipeline (CRM)
- Add new locations & owners
What's New
These features were shipped in the latest sprint. Every one is fully functional in this demo — try them out.
Estimate Email & SMS Delivery
NewSend branded estimates directly to customers via email and SMS. Customers receive a one-click approval link — no login required. Includes the estimate PDF, line items, and a direct link to review, sign, and pay.
Auto-Draft Invoice from Estimate
NewWhen enabled in Settings, an invoice is automatically created the moment a customer approves an estimate. The invoice inherits all line items, discounts, deposit payments, and customer details — ready to send or collect payment.
Enhanced Reporting: Performance Tab
NewA new Performance tab alongside Profitability. Includes a lead conversion funnel (leads → contacted → booked → completed), estimate pipeline breakdown, and a pro performance table with jobs completed, revenue generated, and average rating.
CSV/Excel Data Import
NewBulk import contacts, estimates, and invoices from CSV or Excel files. Features smart column auto-mapping, a preview table before import, and downloadable templates. Designed for franchisee onboarding and data migration.
Calendar & Task Management
NewA full calendar view showing bookings, estimates, and scheduled tasks. Drag-and-drop scheduling for pros. Plus a dedicated task manager with due dates, priority levels, and assignment to team members.
Discounts & Terms and Conditions
NewApply percentage or flat-dollar discounts to estimates and invoices. Set custom Terms & Conditions per location that customers must review before signing. Both are fully integrated into the estimate builder and customer approval flow.
The Demo Story
This week in Demo City — follow the full workflow from first request to final review.
Customer submits a request
Jennifer Walsh requests TV mounting. Robert Chen has an emergency A/C failure.
Franchisee reviews & assigns
The Demo City franchise owner reviews the pipeline, sends estimates with discounts, and assigns Marcus or Carlos.
Estimate delivered via email & SMS
Customer receives a branded email and SMS with a direct approval link — no login required.
Customer approves & pays deposit
Lisa approves her painting estimate, reviews Terms & Conditions, signs digitally, and pays a 50% deposit via Stripe.
Invoice auto-drafted
When auto-invoice is enabled, an invoice is automatically created from the approved estimate — ready to send.
Pro accepts & completes the job
Marcus is en route, updates status in the field, and messages the customer in real time.
Customer leaves a review
Kevin Morales leaves a 5-star review. It appears on the Demo City location page instantly.
Super admin monitors the network
Headquarters sees revenue, booking velocity, and pro performance across all 3 live markets.
What's Live in This Demo
Every feature below is fully functional — not mocked.
- Service search + instant quote calculator
- Quick Book checkout (Stripe test payments)
- Booking confirmation & status tracking
- Estimate approval with e-signature + deposit
- Terms & Conditions review before signing
- Review submission after job completion
- Live booking pipeline (all 8 statuses)
- Estimate builder with price book & line items
- Email & SMS estimate delivery to customer
- Discounts (% or flat) on estimates & invoices
- Deposit collection (configurable %) on approval
- Auto-draft invoice from approved estimate
- Calendar view with drag-and-drop scheduling
- Task management with due dates & priorities
- Pro assignment with search selector
- Payments & revenue dashboard
- Commercial leads CRM
- Profitability report (revenue → royalty → COGS → net)
- Performance tab: lead conversion funnel
- Estimate pipeline breakdown (draft → approved → expired)
- Pro performance table (jobs, revenue, avg rating)
- Location-level KPI cards & trends
- CSV/Excel data import (contacts, estimates, invoices)
- Job queue with accept / decline
- Real-time status updates (en route, in progress, done)
- In-app customer messaging
- Before / after photo uploads
- Assigned estimates view
- Network-wide analytics dashboard
- Multi-location management
- Franchisee impersonation
- Franchise lead pipeline
- Location & user management
Fully Isolated Sandbox
All demo data lives under a dedicated "Demo City" location (id 999001, status inactive). Real franchise locations — Orlando, McLean, and Tampa — are completely isolated and unaffected. Payments use Stripe test mode. Run the seed script at any time to reset to a clean state.
Demo data is pre-seeded for presentation purposes. All customers, pros, and transactions shown are fictional.
