Launch a branded workspace

1. 1. Pick a system in the catalog
2. 2. Enter business name + contact
3. 3. Upload logo, choose colors & style
4. 4. Workspace created, seeded, trial starts
5. 5. Dashboard renders with brand applied

tenant-createbrand-applylogo-uploaddemo-seed

Lead → booking → job → invoice → paid

1. 1. Visitor books on the public site
2. 2. Booking appears in inbox
3. 3. Convert to record + customer
4. 4. Advance through pipeline to done
5. 5. Invoice raised and marked paid
6. 6. Revenue KPI updates

booking-submitbooking-convertrecord-stageinvoice-create

AI front desk captures a booking

1. 1. Customer chats with the widget
2. 2. Bot answers prices/hours
3. 3. Bot slot-fills name → phone → service → date
4. 4. Confirmed booking lands in inbox

chatbot-replybooking-submit

Repeat-customer loyalty loop

1. 1. Customer completes a job
2. 2. Points added on profile
3. 3. Punch card fills toward reward
4. 4. Outbound message sent from template

loyalty-pointsmessage-sendcustomer-create

Make it feel like mine

1. 1. Change brand color → whole app re-skins live
2. 2. Upload logo → shell, site & favicon update
3. 3. Edit website hero/services → public site updates
4. 4. Install as desktop app

brand-applylogo-uploadsite-editpwa-install

Trial → paid continuation

1. 1. Trial banner counts down 3 days
2. 2. On expiry the workspace locks
3. 3. Choose a plan on /continue
4. 4. Sandbox checkout unlocks the workspace

trial-gate

Data in / data out

1. 1. Export workspace JSON
2. 2. Export records CSV
3. 3. Import restores a workspace

data-exportreport-export