Drive a first request to a paid job.
This is the real FieldLasso software running a private, fictional sandbox company. The customers, transactions, and outcomes are invented for demonstration — payments and deposits settle in a visible test mode, and nothing here is customer evidence. Your sandbox stays live for 7 days, and subscribing keeps whatever you build.
Fictional demo data — not a customer account or customer evidence.
The guided tour follows the money
Launch either one-off scenario and the in-product tour walks the complete loop with real, editable records:
- Step 1Request
A customer request arrives with photos and structured details.
- Step 2Quote
Price it from a built-in template; revise it as the scope firms up.
- Step 3Decision & deposit
The customer approves their options and a test deposit settles.
- Step 4Convert
The accepted scope becomes a job — no re-entry.
- Step 5Schedule & dispatch
Pick the day, the window, and who runs the visit.
- Step 6Field proof
Before/after photos and a completed service report.
- Step 7Invoice
Generated from the completed work with the deposit credited.
- Step 8Payment
The balance settles and the whole story lives on one record.
A complete one-off story
One customer's journey from photo request to paid invoice, already in the books — plus live requests and a quote awaiting a decision.
Quotes you can touch
Versioned quotes with optional add-ons, secure customer links, and a visible test deposit. Revise, resend, approve — it all works.
Scheduling & dispatch
An upcoming visit on the calendar and a completed one with before/after proof and a service report.
Recurring work too
Prefer routes and repeat visits? Launch the recurring showcase company to drive weekly schedules, canvassing, and payroll.
Demo companies expire after 7 days and are removed automatically. Subscribe from inside the demo to keep your account and data.
Review a configured beachhead workflow first
See the exact configured intake, quantity, quote, approval, deposit, proof, and invoice scope, or use a no-signup worksheet before opening the live demo.