Guided tour
Real screens, in the order they happen.
Captured from the running platform against its seeded demo data — not a video, not a mockup, not a marketing render. Use the arrow keys. Any step can be linked directly.
What you just walked
Each of those needs the system to own something a point tool doesn't.
- The presentation is generated from the job — the roof the configurator measured, priced off the current book.
- The discount is refused by arithmetic, not policy, because the system knows the cost basis.
- Moving a card on the board IS the marketing trigger — the drip engine runs off the pipeline, not off an exported list.
- The coaching grid answers "did it close," because the presentation and the job outcome are the same record.
- The margin figures never reach the rep's browser — they're stripped on the server.
- The ledger derives from the work, so the WIP schedule can check its own books.