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Interactive Portfolio DemoFictional sample data · external messaging disabled · explore the product workflow safely.
▶ Guided Demo Tour

Business Overview

What needs attention, what is in the pipeline, and where to follow up.

Today7 Days30 DaysAll
Today’s priorities

What needs your attention

Customer, quote, and payment actions that can keep work moving.

2
David ChenUrgent • Human takeover
Open
Quote awaiting customer action$1,250 quote sent more than three days ago
Review
Quotes awaiting decision$1,2501 sent quote
Approved work$1,4501 accepted quote
Awaiting payment$00 open invoices
Paid$1,450During selected period
Sales funnel

From new lead to paid work

Quotes & invoices
6LeadsStarting opportunities
3Quotes50% of leads quoted
2SentCustomer received quote
1Accepted50% acceptance
1InvoicedLinked to a quote
1Paid100% invoice payment

Leads

Potential customers captured by PowerQuote.

6 total

Maria Lopez

(555) 010-1101
ResidentialQualified

Kitchen outlets stopped working after a breaker trip.

412 Cedar Ave, Los Angeles, CA
View conversation
Create quote

David Chen

(555) 010-1102
ResidentialUrgentURGENT

Electrical panel is making a buzzing sound and there is a burning smell.

88 Harbor View Dr, Torrance, CA
View conversation
Create quote

Alicia Brown

(555) 010-1103
CommercialQuoted

Install two dedicated 20A circuits for new equipment.

720 Market St, Inglewood, CA
View conversation
Create quote

Messages

Conversations

!David ChenElectrical panel is making a buzzing sou…
URGENT
Maria LopezKitchen outlets stopped working after a …
COMPLETE
Alicia BrownInstall two dedicated 20A circuits for ne…
COMPLETE
James WilsonEV charger installation in attached garage.
COMPLETE
Priya ShahReplace outdated recessed lights with L…
WAITING: awaiting preferred time
Carlos RamirezTroubleshoot intermittent power loss in …
COMPLETE

Maria Lopez

(555) 010-1101 · Residential
Qualified
✓ INTAKE COMPLETE

Kitchen outlets stopped working after a breaker trip.

Take Over Conversation
POWERQUOTESorry we missed your call. This is PowerQuote Demo Services. What electrical work can we help with?delivered
CUSTOMERHi, several kitchen outlets stopped working after the breaker tripped.delivered
POWERQUOTEThanks Maria. I have the service address and issue. Would tomorrow morning work for a technician?delivered

Quotes & Invoices

Turn customer conversations into simple paperwork and send it securely.

Quotes3Created
Invoices1Created
Paid1Invoices
Outstanding$0.00Not marked paid
Customer document

Create a quote

Quote
Invoice
Start from a lead
No linked lead
Customer name *
Email
Phone
Service address
Work requested or job summary
TYPEDESCRIPTIONQTYRATETAX
+ Add line item
Notes or terms
Tax rate
0
%
Subtotal$0.00
Tax$0.00
Total$0.00
Save quote

Recent
documents

All
documents
4 shown
Q-DEMO-1004$584.15
Maria Lopez
Quote · Draft
Send link
Create invoice
Q-DEMO-1001$1,250.00
Alicia Brown
Quote · Sent
Send link
Create invoice
Q-DEMO-1003$325.00
Carlos Ramirez
Quote · Draft
Send link
Create invoice
INV-DEMO-1002$1,450.00
James Wilson
Invoice · Paid
Feedback: Completed · 9/28/2026, 12:18:02 AM
Send link
Undo paid
Q-DEMO-1002$1,450.00
James Wilson
Quote · Accepted
Send link
Create invoice

Admin

Your account

NamePortfolio Visitor
Rolecompany_admin
Emailportfolio-demo@powerquote.local

Contractor companies

PowerQuote Demo ServicesCompany ID 8
Active
★
Company settings

Feedback & Reviews

Configure after-payment follow-up timing, SMS or email delivery, reminders, Google and Yelp links, and review customer feedback.

Manage feedback & reviews
?
Company support

Help & requests

Ask PowerQuote for help, request a feature, and track tickets from your company.

Open help & requests

Business Hours & After-Hours Reply

PowerQuote continues collecting customer details after hours while setting the correct response expectations.

COMPANY ADMIN
Business days
✕
Secure delivery

Send Q-DEMO-1004

Choose how the customer receives the protected document link.

✓Text link to (555) 010-1101
Email link to maria.lopez@example.demo
Link protection
Standard secure link — anyone with the link can view
Verification prevents someone who only receives a forwarded link from viewing the document. The customer must receive a fresh six-digit code at the original phone or email.
Send secure link
1 Lead intake
2 AI-assisted workflow
3 Quote to invoice
4 Business operations

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Interactive demo walkthrough

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Never lose a customer because you couldn't answer the phone.