DEMO MODE
O
Account

Settings

Workspace, integrations, billing, and preferences.

Workspace

Shop name
Demo Glass Co.
Owner
Demo Owner
Plan
Pro · 7 workflows
Timezone
America/New_York

Billing

Status
Active
Next invoice
$2,000 · May 30
Payment method
Visa · 4421

Quoter Settings

Vendors, price book, hardware catalog, deduction profiles, validation rules, and units for the shower quoter.

Vendor Pricing (Legacy)

Manage suppliers (HMI, Glenny, Trulite, CRL, FHC), upload pricelist CSVs, and pick a default vendor per category. Feeds the pricing engine.

ST

ServiceTitan

Push estimates from the quoter directly into your ST tenant. Customer + job lookups, line items, and pricebook matches handled automatically.

Connected
Connected to
Demo Glass Co. (sandbox tenant)
Tenant ID
demo-tenant-12345
Pricebook
Auto-match on push
Estimate status
Open · operator reviews on ST side
This is a demo connection — pushes from /demo are simulated and never touch a real ServiceTitan account. Real estimate pushes will be wired when you authenticate your own tenant. Coming soon.

Integrations

SOC 2 in progress
  • QuickBooks Online
    P&L, cash flow, transactions.
    Connected
  • Microsoft 365
    Email reports, calendar.
    Connected
  • Gusto
    Payroll context for reports.
  • Call recording (RingCentral)
    Pull recordings into call coaching.