Demo Summit Home Services is a made-up business and every number here is sample data. Click anything - you can't break it.

Dashboard

Cash flow by month

Where the money goes

Recent activity

Your day

Coming up

Message queue

Tell Claude: "Pat called about a gutter quote" · "draft a reply to Dana" · "book Dana Friday at 2:30 for an estimate"

Every dollar, in and out

Customer book

Tell Claude: "add a customer — Pat Hansen, (608) 555-0141" or "what's the gate code at the Hansens?"

The crew

Tell Claude: "add Sam Rivera as a W-2 crew lead at $24/hr" · "onboard Sam" · "log Sam 40 hours this week"

Recent pay runs

Paperwork outstanding

Signed forms and ID copies live in Files/Employees/ on this computer only — never in the cloud, never in the books.

Trip log

Receipts

Drop receipt photos or PDFs into Accounting/Receipts/, then tell Claude "process my receipts."

Expenses by Schedule C line

Quarterly estimated taxes

Set-aside is a planning estimate — confirm amounts with your accountant. At year end, ask Claude: "build my tax package."

Invoices

Ask Claude: "invoice the Hansens $850 for the gutter job" · "mark invoice INV-003 paid"

Documents on file

Ask Claude: "make an estimate for a deck staining, 400 square feet." Files live in Accounting/Invoices/ and Accounting/Estimates/.

Marketing library

Ask Claude: "draft a Facebook post about our spring special" — drafts are saved into Marketing/.