PORTFOLIO DEMO — synthetic data, no real customer information — built by Ozzie / Oz-Hole
Palmetto Yard Care — sample tenant
OpsDesk
leads → jobs → money, one screen for a one-person business
? Take the Tour
Documentation
+ Quick Add
This Week
Leads
Jobs
Money
Due This Week
Needs Follow-Up
Summary
Period
Income
Expenses
Net
Running Total
All Transactions
Date
Note
Amount
+
Skip
← Back
Next →
Quick Add
×
Type
Lead
Job
Income / Expense
Cancel
Add
Lead
×
Status
— click a stage to move it, or Lost to close it out
Quote Amount ($)
Notes
Done
Job
×
Status
— marking Done logs income to Money automatically
Due Date
Price ($)
Checklist
Done