Demo Walkthrough
Follow the complete quote-to-invoice story.
This walkthrough is designed for beta testers and business owners evaluating whether StanleySync App fits a service business.
Customer quote request
Open the quote form, choose a general service request, enter contact details, describe the work, and submit.
Admin quote review
Log in, open Quotes, review the customer information, original answers, status, and quoted amount.
Convert quote to job
From quote detail, convert the approved request into a job. This shows how a customer request becomes operational work.
Track work
Open a job, review due date, assignment, notes, status, and work order PDF output.
Create invoice
Open Invoices, review invoice status, line items, payment instructions, and payment link placeholder.
Export documents
Export quote, work order, and invoice PDFs. Judge whether they look professional enough for a customer.