FieldOps
Quick guideOpen app
Interactive demo

Step in. Explore.
Meet FieldOps.

A sample operation, ready to walk through.
Pick a role and see how the team, the field work and the customer connect.

Choose an account How to start

Fictional data · No sign-up · Read-only demo

Summit Home Services / Demo Read-only

One operation. Three perspectives.

Switch accounts to see every side of the service.

  • TeamManagement and coordination
  • TechnicianField work
  • CustomerTheir own portal
Same sample data Role-based permissions
Demo accounts

Choose where to explore from.

Copy the email and the password. Then open that role's access.

Free to browse. Data protected.
The same password for all demo accountsPassword•••••••••••••••••
RoleWhat to exploreDemo emailAccess

The demo lets you browse and download. Actions that change data show a notice. To switch roles, sign out of the current session.

Your first tour, in three steps.

Start with Owner to get the full context.

  1. 01

    Get to know the operation

    Sign in as Owner. Review the dashboard, open a request and follow its quote and work order.

  2. 02

    Get close to the field work

    Switch to Technician. See the assigned visits, the service details and the customer information.

  3. 03

    See the other side of the service

    Open the Customer portal. Explore their requests, quotes and invoices from their own account.

The thread that connects it all
  1. Request
  2. Quote
  3. Order and visit
  4. Invoice and payment

Need a guide?

Read the first steps and the features of each experience. Inside the app you will also find the Help section.

View instructions

Want to try it with your organization?

Create an independent space and try your own data. The sample organization stays protected.

Create my organization Use test information and avoid sensitive data.

The best way to get to know it is to step in.

Choose an account and follow the journey of a service.

Explore the demo