Studio demonstration / 02
One workspace.
The whole picture.
Customer records, visits, tasks, and reporting, connected around the way work actually happens.
Explore a fictional operations team. Schedule a visit, assign a task, or import a spreadsheet. Changes stay in this browser. No account needed.
Interactive demo · synthetic data
Scenario date: 8 Oct 2026. No live business connections.
Your operations, connected.
4 synthetic customers · 3 visits · 7 tasks
- Send the revised installation planMaya · In progress · due 7 Oct 2026
- Confirm site access instructionsMaya · Open · due 9 Oct 2026
- Confirm replenishment date for ORD-204Omar · Open · due 8 Oct 2026
- Provide training notesAlex · In progress · due 8 Oct 2026
Customer records
- Aster WorkshopJamie Reed · Owner: Maya
Workshop expansion. Discuss the revised installation plan; access instructions are not yet recorded.
- Fieldstone SupplyRobin Park · Owner: Omar
Weekly component deliveries. Order ORD-204 needs an inventory check before dispatch.
- Northline WorksTaylor Quinn · Owner: Alex
Preparing a handover. Training notes and acceptance confirmation are outstanding.
- Willow FacilitiesCasey Lane · Owner: Maya
New supplier onboarding. Insurance evidence is missing from the example submission.
Visits
Schedule visits, record outcomes and link follow-up tasks.
Tasks
Assign responsibilities, deadlines, priorities and statuses.
Import & export
Validate and import a CSV task spreadsheet. Export the current records.
Reports
Filter task reporting by customer, owner, status and date.