Try the 60–90 second workflow
- Load sample CSV, preview its exceptions and approve two rows.
- Find Avery, open their history and complete a job.
- Check the open count, drill into records, then export or reset.
What needs attention?
Snapshot: September 22, 2026Open = any status except Complete. Overdue = open with a due date before the snapshot date. Age = calendar days since opened. Counts use all saved jobs, not the customer search. Select a count to see its exact records below.
Customers & history
Select a customer to see their equipment and full job history.
Review before you move data
Import fictional customer/job rows. Use the sample’s exact eight columns, ISO dates and @example.invalid emails. Maximum 100 KB / 200 rows. Nothing is sent to a server. Duplicate candidates and rejected rows stay visible; correct them in the CSV and preview again.
No preview yet. Nothing has been imported.
Last import reconciliation
Keep the result—or start over
Export includes all saved customers/jobs, not only the current report. Reload reads this browser’s saved state. Reset replaces only this demo’s data with the original fictional snapshot.
Could this simplify your workflow?
A real client build has separately agreed hosting, access, imports, backups and handoff. Start with a conversation, then a paid scoped review before a quoted build.
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