Try it with your own email: be the customer of Pacific Coast Plumbing
Type your email once, then press any button. Real emails go out from the demo business within a minute; then watch yourself appear on these screens. Nothing is sold, nothing is stored beyond a week.
Money
$7,8156 overdue
$16,1003 open quotes
0being chased
0waiting on you
$00 paid this week · AI $0.00
INV 1042 · $2,180 not chased yet
Maria Delgado · [email protected] · 949-555-0141
due Aug 16 · 57d late · 2 sent
INV 1047 · $685 not chased yet
Sunrise Cafe · [email protected] · 949-555-0184
due Aug 23 · 50d late · 2 sent
INV 1051 · $385 not chased yet
Tom Baker · [email protected] · 949-555-0199
due Aug 29 · 44d late · 2 sent
INV 1053 · $1,240 not chased yet
Turtle Rock HOA · [email protected] · 949-555-0190
due Sep 1 · 41d late · 2 sent
INV 1056 · $295 not chased yet
Angela Ruiz · [email protected] · 714-555-0135
due Sep 13 · 29d late · 0 sent, owner declined proposal
INV INV-260907-813 · $3,030 not chased yet
Angela Ruiz · [email protected] · 714-555-0135
due Sep 20 · 22d late · 2 sent
QUO Q-2201 · $9,800 not chased yet
James Whitfield · [email protected] · 949-555-0177
sent Aug 27 · 2 sent
QUO Q-2204 · $4,450 not chased yet
Dana Feldman · [email protected] · 949-555-0116
sent Aug 31 · 2 sent
QUO Q-2207 · $1,850 not chased yet
Robert Iverson · [email protected] · 949-555-0163
sent Sep 3 · 2 sent
From qbo live
Could not read from the vendor: QBO_TOKEN_FAILED: {"error":"invalid_grant","error_description":"Incorrect or invalid refresh token"}. Reconnect on Connections.
Payments are detected automatically on every poll.
Add an invoice or a quote
Who owes you CSV
| Customer | Current | 1 to 30 | 31 to 60 | 61 to 90 | Over 90 | Total |
|---|---|---|---|---|---|---|
| All | $0 | $3,325 | $4,490 | $0 | $0 | $7,815 |
| Angela Ruiz 2 | $0 | $3,325 | $0 | $0 | $0 | $3,325 |
| Maria Delgado 1 | $0 | $0 | $2,180 | $0 | $0 | $2,180 |
| Turtle Rock HOA 1 | $0 | $0 | $1,240 | $0 | $0 | $1,240 |
| Sunrise Cafe 1 | $0 | $0 | $685 | $0 | $0 | $685 |
| Tom Baker 1 | $0 | $0 | $385 | $0 | $0 | $385 |
Bills, renewals and deadlines
Add rent, insurance, license renewals, software or taxes; you get an email before each one and recurring items roll forward.
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Vendor bills and expenses CSV
Vendor bills uploaded through Documents show up here, read and categorized automatically.