Replacement filter is not fully included
$48.00Potential billing difference, not recovered revenue.
YOUR BUSINESS / HVAC & TRADES
Three fictional jobs. Four tools using the same records.
Local examples, separate from saved workspace jobs. Role switching demonstrates different screens—not production access control. Nothing is sent or charged.
Spot approved work missing from a draft invoice.
Potential billing difference, not recovered revenue.
Possible duplicate, not a confirmed overcharge. Check both source records before excluding one.
Amounts are USD, before tax. Invoice changes create a new revision for the connection example.
This example reads labeled text lines. It does not read PDFs, transcribe audio or understand arbitrary emails.
A completion attachment is missing.
PNG or JPEG, up to 3 MB. Use non-sensitive example photos only.
Editing the notes, checklist or attachment clears approval. This records a review; it does not certify the quality or safety of the work.
First simulate a timeout. Then retry the same invoice. Running it again must not make a second invoice.
This is a local simulation, not a QuickBooks or email connection. No network request is made.
We would test those requirements against the customer’s actual systems before enabling live writes.
Start with one workflow and a non-sensitive example. We’ll agree the scope, fee and success check before building a pilot.
Demo workspace opened. No live company connected.