A fictional business. A practical walkthrough.

Follow the work.
See what stays connected.

Review a sample estimate, simulate acceptance, complete the job, issue an invoice, and record a fictional payment. No account needed.

Discuss your workflow ↗
Prairie Works · Sample business
Fictional product walkthrough

One customer. A continuous record.

Customer

Shared customer / SAMPLE-CUST-1042

Cedar House Studio

Morgan Ellis · Studio manager
morgan@cedar-house.example

Source
Reviewed sample spreadsheet import
Opportunity
Studio lighting upgrade
Next action
Review scope with Morgan

The same customer stays linked to the estimate, delivery job, and invoice.

Illustrative sample interface and fictional records. Changes stay in this tab and reset on refresh. No messages, bookings, payments, or accounting sync. Production scope is agreed during onboarding.
Explore individual workflows in the sample sandbox

A separate fictional session for CRM, estimates, field work, inventory, maintenance, and job costs. Its records do not change the guided billing walkthrough above.

Atlas-Beren · Connected business platform

One business. Every handoff connected.

Win customers, organize work, and understand the business—with a team available to set it up and help run it.

Interactive product preview. Fictional data, held in this tab. Refresh resets it. No messages, bookings, payments, or accounting sync are sent.Try the workflow. Explore every module.

Scope it once. Carry it forward.

Estimates use cost plus markup. Acceptance creates a linked delivery job with the agreed price.

Document → takeoff → estimate

Build an itemized bid

Upload a bid sheet, count or measure the work, then review quantities and costs. PDF, PNG, JPEG, or TXT · 2 MB per file · 100 lines per estimate.

Choose a drawing or specification

Demo uploads stay in this browser. Use the sample to explore extracted lines; AI extraction is available in a live workspace.

Quantity & cost review

Enter direct unit costs. Waste increases the quantity cost; markup applies to the cost subtotal. A checked review confirms quantity, source, and pricing, including any intentional zero-cost lines.

Load the sample, measure a drawing, extract a document, or add a line to begin.

Cost subtotal$0.00Bid total before tax$0.00

Save draft before leaving this view to reopen your lines and measurements later. Drawing measurements depend on your calibration and point placement. CSV is a cost worksheet; taxes and customer-facing bid terms are handled separately.

Estimates

Brand strategy workshopdraft

Cedar House · 3 hours · 0 parts · 40% markup

$273.00 before tax

Record acceptance only after the customer has agreed. This is an internal record, not an electronic signature.

Quick service estimate

Quick estimates price one part and labor. Use the takeoff builder above for itemized bids. Tax, invoice issuance, and payments are handled separately.

Fictional sample business · live product availability is confirmed during onboarding