Owner
Start with Home, then follow a Portside enquiry from Leads to its quote and project. In Bookings, compare upcoming visits with completed and cancelled appointments. Open an invoice to check its payments and balance.
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All-in-one business software for small teams, with customer details, quotes, invoices and team tasks in one place.
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Browse example records. Creating and changing records is disabled in this demo.
Choose a demo role to fill in the login details, then select Sign in. You don’t need to create an account.
One example business, four roles
Choose a role to explore.
Pulse Studio helps places open their doors. Follow a print fair, an outdoor library and a neighbourhood workshop through six months of connected work. Start with Owner for a broad overview, or choose the role closest to your work.
Sign out to explore another role.
In Files, open Brand assets to view the print-project photographs and the studio’s doorway logo. Open Website, then index.html, to inspect the sample page and its preview.
Admin
Open People and Teams, then read the conversations in Inbox. Explore a workshop, a studio rental and a job opening in Listings. In Offers, compare a redeemed voucher with a card one visit from its reward.
Employee
Open My cards to find work assigned to this demo user, then open a card to inspect its details and comments.
Accountant
Open Purchases to inspect receipts, then Tax periods to review sales and purchase tax summaries.
Home dashboard · financial overview
Board · tasks and linked records
What you can see depends on the role you choose.