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Quick Start Guide

Test StanleySync in about 10 minutes.

Back to demo start

1. Start with a quote

Open the public quote form and enter a realistic service request.

2. Log in

Use the demo account provided by the StanleySync owner.

3. Review the quote

Open Quotes, inspect the detail page, and check the original intake answers.

4. Convert to job

Use the conversion action to create a WorkFlow job.

5. Create invoice

Open the invoice area and create or review an invoice.

6. Export PDFs

Export quote, work order, and invoice PDFs and review the first impression.