Demo Mode & Guided Tours
Most pages in UpChannels have a demo: a copy of the page filled with sample data, with a guided tour that walks you through it. A demo never loads or saves your store's records, so you can click around freely and nothing changes. Open one with the amber Demo button at the top right of a page, and leave with Exit Demo Mode.
Overview
- Sample data only. A demo shows the real page's layout filled with sample orders, customers, products or numbers. Nothing you do there is saved, and none of your store's records are shown.
- 41 demos. 39 pages have a Demo button, Settings included. Two demos have no button of their own and open from a link on their settings page, or by their address: the driver's route screen and the customer portal (see Demos without a Demo button).
- The tour starts by itself the first time. A spotlight tour opens the first time you open a demo page. Once you have closed it, your browser remembers that demo and it doesn't open by itself again. Take a Tour (or Take the tour) in the amber banner replays it from step 1, whenever you like.
- Most controls are switched off. Buttons, fields and forms are greyed out. Tab bars and a few view switches and filters still work, so you can look around.
- A few links are real. Some demo links open the real page and take you out of demo mode (see What works in a demo).
- Plans don't lock demos. A Basic store can open the demos of Pro and Premium pages (Workforce, Messages, SMS Campaigns, Transactions, the finance pages), and a store without the Bank Reconciliation add-on can open that demo. Roles and feature switches are not checked either. The one exception is the Settings demo, which sits behind the same check as the rest of Settings.
- Sample data can match your business. 16 demos show sample products and records for your store's business type (set in Onboarding), for example Create Order, Products, Inventory, Procurement and the Sales Report. The rest use one fixed appliance-store sample. The full list is in the Detailed reference.
Open a demo
- Open the real page from the sidebar.
- Click the amber Demo button with the Play (▶) icon at the top right of the page header.
- The demo opens in the same browser tab. Its title ends in "— Demo", an amber banner sits above the content, and the guided tour starts.
The button looks the same almost everywhere. The exceptions:
| Page | What is different |
|---|---|
| Order Management (Sales → List) | An amber tile with the Play icon above the word "Demo", first in the header toolbar |
| Google Ads Insights (Growth → Ads & Sales) | A blue-to-indigo Demo button |
| Labels (Inventory → Labels) | A white Demo button with an amber border |
| Expenses (Finance → Expenses) | A plainer amber Demo button with a thinner border and a smaller icon |
| Dashboard | The label follows the dashboard's language switch (中文 shows 演示) |
| Messages, SMS Campaigns, Transactions | On the Basic plan (not on a trial) the page is locked, and the Demo button floats at the top right, above the upgrade panel |
| Procurement (Inventory → Procurement) | From the Import tab, Demo opens a demo of just the import screen. From anywhere else it opens the four-tab demo. A store with no procurement orders yet is shown Import because the other tabs are locked, but that does not count as choosing it: its Demo still opens the four-tab demo |
| Bank Reconciliation | Demo is in the header in every state — while the page loads, after a failed load, without the add-on and before a bank is connected. The Bank feeds add-on and Connect your bank to start reconciling cards each carry a See a demo button as well |
On the locked finance pages (Expenses, Assets & Liabilities, the Expenses Report, Profit & Loss and the Assets & Liabilities report), the Demo button stays clickable above the lock. On some pages the button is hidden while the page is loading or showing an error; the Detailed reference lists which.
Use the guided tour
- When the demo opens, the page dims and a spotlight highlights one area. A white card next to it shows progress dots, the step's title and text, and a counter such as "3 of 10".
- Press Next › to move on. Back returns to the previous step (from step 2). On tabbed pages the tour switches tabs by itself.
- On the last step, Next › becomes Got it!, which closes the tour. Skip closes it at any step.
- To watch it again, press Take a Tour (Take the tour on some pages) in the amber banner. It always starts again from step 1.
| Key or action | What it does |
|---|---|
| → or Enter | Next step. On the last step it closes the tour. Not when the cursor is in a field or on a button — the key belongs to what you are typing in |
| ← | Previous step (not on step 1) |
| Esc | Closes the tour |
| Click anywhere outside the card | Closes the tour. The page, including the sidebar, can't be clicked while the tour is open |
When the tour closes, the page stays on whichever tab the tour last showed.
What works in a demo
- Works: switching tabs, and on some demos a view switch, a filter or a read-only details window. The Lost Sales Report, Expenses Report and Services demos let you filter the sample. The Dashboard demo is fully browsable.
- Greyed out or does nothing: saving, sending, creating, deleting, importing, exporting and printing. Nothing in a demo can change your store.
- Takes you to a real page (you leave demo mode):
- Order Management demo: Create Order opens the real Create Order page.
- SMS Campaigns demo: the Campaigns, Reminders, Inbox and Quick SMS cards open the real SMS campaign create page, Schedule, Messages and Order Management.
- Create Order demo: Add Rule opens the real Products page on Pricing Rules, and Add Program opens the real Loyalty Program page on Create Program, each in a new browser tab.
- Procurement demo: Receive → on a pending order opens the real Receive tab.
- Dashboard demo: every link is live, as its banner says.
- The sidebar always goes to real pages.
Leave a demo
Press Exit Demo Mode (left-arrow icon) at the top right of the header. It opens the real page the demo copies. On the Order Management demo it is grey text at the start of the header toolbar. You can also click any sidebar item. The driver and customer portal demos have no exit; close the browser tab or go back.
Demos without a Demo button
| Demo | Address to type after your UpChannels web address | Who can open it |
|---|---|---|
| Driver's route screen | See what the driver sees (opens a sample screen) in Settings → Delivery, or /drive/demo | Anyone with the link, no sign-in. No tour. Opens in a new tab. Show proof of delivery walks the proof-of-delivery steps |
| Customer portal order page | See what the customer sees (opens a sample page) in Settings → Customer Portal, or /portal/demo | Anyone with the link, no sign-in. No tour. Opens in a new tab. Buttons are shown but do nothing |
The Bank Reconciliation demo also has an address you can type, /finance/reconciliation/demo, though its Demo button is on the page whether or not you have the add-on.
Every page with a demo
Each linked page has a Demo mode panel in its Detailed reference with every tour step, its tab and what it points at. Every step title is also listed in this page's Detailed reference.
| # | Page (sidebar) | How to open | Tour steps | Tabs the tour walks (steps) | Docs |
|---|---|---|---|---|---|
| 1 | Business Dashboard (Get Started → Dashboard) | Demo in the header, after the language switch | 11 | No tabs | Dashboard |
| 2 | Get Started (Shortcuts → Get Started) | Demo in the header | 4 | No tabs | Get Started |
| 3 | Create Order (Sales → New) | Demo in the header | 16 | Sell (10), Returns (2), Others (4) | New order |
| 4 | Scheduling & Dispatch (Sales → Schedule) | Demo, top right of the header | 8 | Schedule Jobs (4), Job List (2), Job Route (2) | Schedule |
| 5 | Order Management (Sales → List) | Amber Demo tile, first in the toolbar | 5 | No tabs | Order list |
| 6 | Routes (Sales → Routes) | Demo in the header, even when Delivery & Routes is off | 8 | No tabs | Routes |
| 7 | Walk-ins (Sales → Walk-ins) | Demo in the header | 4 | Visits (3), Waiting list (1) | Walk-ins |
| 8 | Customer Management (Growth → Customers) | Demo in the header | 7 | Customers (4), Marketing Groups (3) | Customers |
| 9 | Complaints (Growth → Complaints) | Demo, before Log complaint | 4 | Open (2), Overdue (1), Resolved (1) | Complaints |
| 10 | Messages (Growth → Messages) | Demo in the header, or floating when locked | 6 | No tabs | Messages |
| 11 | SMS Campaigns (Growth → SMS Campaigns) | Demo, before Create Campaign, or floating when locked | 5 | No tabs | SMS campaigns |
| 12 | Review Management (Growth → Reviews) | Demo in the header | 6 | No tabs | Reviews |
| 13 | Google Ads Insights (Growth → Ads & Sales) | Blue-to-indigo Demo button | 10 | Weekly Reports (6), Performance Comparison (4) | Ads & Sales |
| 14 | Competitors Monitor (Growth → Competitors) | Demo in the header | 11 | Search & Discover (5), Google Ads Intelligence (2), Facebook Ads Intelligence (2), Google Search Trends (2) | Competitors |
| 15 | Local Vibes (Growth → Local Vibes) | Demo in the header | 10 | Local Relevant News (6), Events (4) | Local Vibes |
| 16 | Partner Network Development (Growth → Partners) | Demo in the header | 11 | Plan (3), Search (3), Reach Out (3), Follow Up (2) | Partners |
| 17 | Loyalty Program Management (Growth → Loyalty Program) | Demo in the header | 6 | Manage Programs (4), Create Program (2) | Loyalty program |
| 18 | Products Catalog (Catalog → Products) | Demo in the header | 14 | Products (5), Add Product (4), Bulk Import (2), Pricing Rules (3) | Products |
| 19 | Services Catalog (Catalog → Services) | Demo in the header | 9 | Services Catalog (5), Add Service (2), Service Types (2) | Services |
| 20 | Inventory Status Overview (Inventory → Snapshot) | Demo in the header | 9 | Inventory Combined (5), Bulk Items (2), Trackable Items (2) | Snapshot |
| 21 | Inventory Management (Inventory → Management) | Demo in the header | 10 | Search (3), Transfer (3), Count (4) | Management |
| 22 | Procurement Orders (Inventory → Procurement) | Demo in the header. Once you have chosen the Import tab it opens the import-only demo | 12 (import-only: 11) | Orders (4), New Order (3), Import (3), Receive (2). Import-only: no tabs | Procurement |
| 23 | Vendors (Inventory → Vendors) | Demo, before Refresh | 6 | Overview (4), Vendor List (2) | Vendors |
| 24 | Barcode & Label Management (Inventory → Labels) | White Demo button with an amber border | 8 | Step 1: Item Selection (3), Step 2: Label Configuration (3), Step 3: Preview & Print (2) | Labels |
| 25 | Workforce (Team → Workforce) | Demo in the header, even when Workforce is off or you aren't a manager | 9 | Today (3), Timesheets (2), Schedule (1), Pay (1), Requests (1), Team (1) | Workforce |
| 26 | My Hours (Team → My Hours) | Demo in the header | 6 | No tabs | My Hours |
| 27 | Expense Management (Finance → Expenses) | Smaller amber Demo button | 11 | Expenses Records (5), Create Expense (3), Bulk Import (3) | Expenses |
| 28 | Assets & Liabilities (Finance → Assets & Liabilities) | Demo, last in the header | 10 | Live Accounts (6), Add Assets & Liabilities (4) | Assets & Liabilities |
| 29 | Bank Reconciliation (Finance → Bank Reconciliation) | Demo in the header, or See a demo on the add-on and connect-your-bank cards | 8 | Suggested (4), Matched (1), Unmatched — bank (1), Unmatched — book (1), Needs attention (1) | Reconciliation |
| 30 | Transactions (Finance → Transactions) | Demo in the header, or floating when locked | 6 | No tabs | Transactions |
| 31 | Business Journal (Reports → Daily Journal) | Demo in the header | 8 | Journal Entries (5), Create Entry (3) | Daily Journal |
| 32 | Services Report (Reports → Services Report) | Demo in the header | 9 | Service Report (6), Agent Performance (3) | Services report |
| 33 | Inventory Report (Reports → Inventory Report) | Demo in the header | 6 | Overview (3), Movements (3) | Inventory report |
| 34 | Expenses Report (Reports → Expenses Report) | Demo in the header | 5 | No tabs | Expenses report |
| 35 | Profit & Loss Statement (Pre-Tax) (Reports → Profit & Loss) | Demo in the header | 6 | No tabs | Profit & Loss |
| 36 | Assets & Liabilities Report (Reports → Assets & Liabilities) | Demo, first in the header | 5 | No tabs | A&L report |
| 37 | Sales Report (Reports → Sales Report) | Demo in the header | 6 | No tabs | Sales report |
| 38 | Lost sales report (Reports → Lost Sales Report) | Demo, before Export CSV | 12 | Overview (4), Requested items (1), Reasons (1), Conversion (2), Sources (1), Complaints (2), Seasonality (1) | Lost Sales Report |
| 39 | Company Account Settings (Settings) | Demo (top right of Settings), or /settings/demo (same check as the rest of Settings) | 5 steps | — | Settings |
| 40 | Driver's route screen | See what the driver sees (opens a sample screen) in Settings → Delivery, or /drive/demo (no sign-in) | No tour | — | Driver |
| 41 | Customer portal order page | See what the customer sees (opens a sample page) in Settings → Customer Portal, or /portal/demo (no sign-in) | No tour | — | Customer portal |
Pages with no demo include the sidebar's Get Started and Onboarding (Profile Setup) pages, every Guide & Tips page, Customer Portal settings, Pro Marketing, Marketplace, Income Tax Prep, the Settings sub-pages and Shortcuts.
Tips & best practices
- Watch a tour before you use a page for the first time. The arrow keys make it quick: → to move on, ← to go back.
- Try before you upgrade. On the Basic plan, open the Messages, SMS Campaigns, Transactions, Workforce or finance demos to see what the Pro and Premium pages do.
- Before your first stock import, open Procurement, switch to the Import tab, then press Demo for a tour of just the import screen.
- Show a new driver or customer what they will see. The driver route and customer portal demos need no sign-in, so you can send someone the address.
- Close the tour before you click around. While the tour is open, any click outside its card only closes the tour.
Troubleshooting
| Problem | Why | What to do |
|---|---|---|
| I can't find the Demo button | Some pages hide it while loading or showing an error. Settings shows it at the top of Company Account Settings. The sidebar's Get Started page is a different page from the Get Started hub and has none | Wait for the page to load or reload it. For Get Started, use Shortcuts → Get Started |
| The tour no longer opens by itself on a demo I've used | Once you close a tour, your browser remembers that demo page and doesn't start it again. Another browser, another device, or clearing your browsing data starts it over | Press Take a Tour (or Take the tour) in the amber banner |
| The tour closed by itself | Any click outside the card, or Esc, closes it. It also closes the moment the page opens when you have already seen that demo's tour in this browser | Press Take a Tour in the amber banner |
| The tour jumped ahead | The tour moves on by itself if the highlighted area doesn't appear within about 3 seconds | Press ← or Back |
| The page is on a different tab after the tour | The page stays on the tab the tour last showed | Click the tab you want |
| A button in the demo took me to a real page | A few demo links are real (listed in What works in a demo) | Go back, or press Demo on the page again |
| Demo on Procurement opened only the import screen | You had chosen the Import tab | Switch to another tab and press Demo again. A store whose other tabs are still locked gets the four-tab demo without doing anything |
| A Settings demo section says it is not part of the demo | A section with no sample pane names itself and points at the real page, instead of showing another section's pane | Open the real Settings page for that section |
| Nothing happens when I press a button in a demo | Anything that would change data is switched off. Reading is not: in the Assets & Liabilities demo, Show definitions opens and an account row opens its window (for reading only) | Nothing to fix |
| Clicking a complaint in the Complaints demo does nothing | The demo list is read-only | Nothing to fix |
| Finish stop or Send report in the driver demo is not greyed out | Both are the real screens, so both buttons work — in the demo they record nothing, send nothing and never ask for your location. Each screen says so before you press, and the closing message reads "Demo — nothing was recorded and nothing was sent." | Nothing. Press either one, or Cancel |
| "Redirecting to sign in..." | You are signed out, and demos inside the app need sign-in | Sign in, then open the demo again |
| "Redirecting..." then Shortcuts, on the Settings demo | The Settings demo sits behind the same check as the rest of Settings | Ask your owner, or use the other demos |
| I was sent to the billing page | Your free trial has ended, and demos are covered by the same check as every other page | Choose a plan in Settings → Plan & Billing |
What's next
- Get Started: the three steps to your first sale
- Shortcuts: jump to any feature from one page
- App layout: the sidebar, header and other parts of every page
- Billing: what each plan includes, if a demo shows a page your plan locks
Detailed reference
Every button, icon, field and message on this page, for when you need the exact detail. Each panel starts closed — open the one you need.
Page header and toolbar: the Demo button on each page
The standard button is an amber, outlined Demo button with a Play icon in the page header's action area at the top right. It opens the demo in the same browser tab.
| Control | Where | What it does | Notes |
|---|---|---|---|
| Demo (Play icon), Dashboard | Header, after the language switch | Opens Business Dashboard — Demo | Always shown. Label is translated: English and Español "Demo", 中文 "演示" |
| Demo (Play icon), Get Started hub | Header | Opens Get Started — Demo | Always shown. The sidebar's Get Started page is a different page with no Demo button |
| Demo (Play icon), Create Order | Header | Opens Create Order — Demo | Always shown |
| Demo (Play icon), Scheduling & Dispatch | Pinned top right over the header, before the other header buttons | Opens Scheduling & Dispatch — Demo | Hidden on the loading and error screens |
| Demo tile (Play icon above the word "Demo"), Order Management | First tile in the header toolbar, before Standard / Groupable / Pivot | Opens Order Management — Demo | Always shown |
| Demo (Play icon), Routes | Header | Opens Routes — Demo | Shown in every state: loading, Delivery & Routes turned off, and the full board |
| Demo (Play icon), Walk-ins | Header, before the quick-log and End of day actions | Opens Walk-ins — Demo | Always shown |
| Demo (Play icon), Customer Management | Header | Opens Customer Management — Demo | Hidden on the loading and error screens |
| Demo (Play icon), Complaints | Header, before Log complaint | Opens Complaints — Demo | Always shown |
| Demo (Play icon), Messages | Header, or floating at the top right when locked | Opens Messages — Demo | On the Basic plan and not on a trial the page is locked; the button then floats above the lock overlay and stays clickable |
| Demo (Play icon), SMS Campaigns | Header, before Create Campaign, or floating when locked | Opens SMS Campaigns — Demo | Same floating button when locked on Basic |
| Demo (Play icon), Review Management | Header | Opens Review Management — Demo | Shown on the loading screen, the not-connected screen, the profile-selection screen and the main page. Not on the error screen |
| Demo (filled Play icon), Google Ads Insights | Header | Opens Google Ads Insights — Demo | Blue-to-indigo gradient button instead of amber. Always shown |
| Demo (Play icon), Competitors Monitor | Header | Opens Competitors Monitor — Demo | Always shown |
| Demo (Play icon), Local Vibes | Header | Opens Local Vibes — Demo | Always shown |
| Demo (Play icon), Partner Network Development | Header | Opens Partner Network Development — Demo | Always shown |
| Demo (Play icon), Loyalty Program Management | Header | Opens Loyalty Program Management — Demo | Hidden on the loading and error screens |
| Demo (Play icon), Products Catalog | Header | Opens Products Catalog — Demo | Shown on the loading, error and main screens |
| Demo (Play icon), Services Catalog | Header | Opens Services Catalog — Demo | Always shown |
| Demo (Play icon), Inventory Status Overview (Snapshot) | Header | Opens Inventory Status Overview — Demo | Always shown |
| Demo (Play icon), Inventory Management | Header | Opens Inventory Management — Demo | Always shown |
| Demo (Play icon), Procurement Orders | Header | Once you have chosen the Import tab: opens Import Inventory — Demo (import screen only). Otherwise: opens the four-tab Procurement Orders — Demo | Always shown. A store with no procurement orders yet is shown Import because the other tabs are locked, but it has not chosen it, so its Demo opens the four-tab demo |
| Demo (Play icon), Vendors | Header, before Refresh | Opens Vendors — Demo | Always shown |
| Demo (Play icon), Barcode & Label Management | Header, before the other header buttons | Opens Barcode & Label Management — Demo | White outline button with an amber border. Always shown |
| Demo (Play icon), Workforce | Header | Opens Workforce — Demo | Shown in every state: loading, add-on off, turned off, not a manager, and the tabs |
| Demo (Play icon), My Hours | Header | Opens My Hours — Demo | Always shown |
| Demo (small Play icon), Expense Management | Header | Opens Expense Management — Demo | Plainer amber button: thinner border, smaller icon, regular-weight text. Always shown; the header sits outside the lock overlay |
| Demo (Play icon), Assets & Liabilities | Header, last, after the Period selector and Export | Opens Assets & Liabilities — Demo | Hidden on the loading and error screens. Stays clickable when the page is locked |
| Demo (Play icon), Bank Reconciliation | Header | Opens Bank Reconciliation — Demo | Shown in every state: loading, after a failed load, add-on off, no bank connected, and the working board. The "Bank feeds add-on" and "Connect your bank to start reconciling" cards also carry a See a demo button |
| Demo (Play icon), Transactions | Header, or floating at the top right when locked | Opens Transactions — Demo | Floats above the overlay when the page is locked (Basic, not on a trial) |
| Demo (Play icon), Business Journal | Header | Opens Business Journal — Demo | Always shown |
| Demo (Play icon), Services Report | Header | Opens Services Report — Demo | Always shown |
| Demo (Play icon), Inventory Report | Header | Opens Inventory Report — Demo | Hidden on the loading and error screens |
| Demo (Play icon), Expenses Report | Header | Opens Expenses Report — Demo | Hidden on the loading and error screens. Stays clickable when locked |
| Demo (Play icon), Profit & Loss (Pre-Tax) | Header | Opens Profit & Loss Statement (Pre-Tax) — Demo | Always shown. Stays clickable when locked |
| Demo (Play icon), Assets & Liabilities Report | Header, first, before the Month selector | Opens Assets & Liabilities Report — Demo | Always shown. Stays clickable when locked |
| Demo (Play icon), Sales Report | Header | Opens Sales Report — Demo | Shown on the loading, error and main screens |
| Demo (Play icon), Lost sales report | Header, before the Export CSV menu | Opens Lost sales report — Demo | Always shown |
The driver's route screen and the customer portal order page have no Demo button of their own, because neither is a page anyone signs in to. Each is linked from the settings page that switches the feature on: See what the driver sees (opens a sample screen) in Settings → Delivery, and See what the customer sees (opens a sample page) in Settings → Customer Portal. Both open in a new tab, since neither sample has a way back into the app. The addresses are /drive/demo and /portal/demo. Company Account Settings has a Demo button at the top right of the Settings page; its demo is also at /settings/demo.
Section: Demo header, banner and exit (all demos)
| Control | Where | What it does | Notes |
|---|---|---|---|
| Page title | Header | The real page's title with " — Demo" added, e.g. "Order Management — Demo" | All 39 demos inside the app. The driver and portal demos have no app header |
| Subtitle | Under the title | Says the page holds sample data and that actions are disabled | Wording per demo in the next panel |
| Exit Demo Mode (left-arrow icon) | Header, right | Opens the real page the demo copies | A button whose colour differs from page to page. On Order Management it is plain grey text, first in the header toolbar |
| Amber banner, Eye icon | Above the content | A sentence that starts "Demo mode — …" describing the sample | The Settings, driver and portal demos have their own banner with no Eye icon; the Settings one carries Take a Tour |
| Take a Tour (question-mark icon) | Banner, right | Restarts the guided tour from step 1 | On 32 demos, Settings included |
| Take the tour (question-mark icon) | Banner, right | Same as Take a Tour | On 7 newer demos: Walk-ins, Complaints, Workforce, My Hours, Bank Reconciliation, Transactions, Lost sales report |
| Sidebar | Left | Stays visible and works normally. If the real page has a menu item, it stays highlighted | Any sidebar item leaves the demo |
| "Loading…" | Routes demo | Shows while the sample day is built for today in your time zone | The tour starts once the sample appears |
Section: Each demo's title, subtitle, banner and exit
| # | Header title | Subtitle | Banner text | Exit Demo Mode goes to |
|---|---|---|---|---|
| 1 | Business Dashboard — Demo | A guided sample of the seven-level dashboard, populated with demo data. | "Demo mode — the dashboard is populated with sample data for a thriving appliance store. Every link is live, but nothing here is your real data." | Dashboard |
| 2 | Get Started — Demo | A quick tour of the three steps that get your workspace ready to sell. | "Demo mode — a guided overview of the Get Started steps. Nothing here changes your account." | Get Started hub |
| 3 | Create Order — Demo | Sample order populated with demo data. All actions are disabled. | "Demo mode — forms are populated with sample data. All actions are disabled." | Create Order |
| 4 | Scheduling & Dispatch — Demo | Sample schedule populated with demo data. All actions are disabled. | "Demo mode — schedule is populated with sample data. All actions are disabled." | Scheduling & Dispatch |
| 5 | Order Management — Demo | Sample orders populated with demo data. All actions are disabled. | "Demo mode — orders are populated with sample data. All actions are disabled." | Order Management |
| 6 | Routes — Demo | Sample delivery day populated with demo data. All actions are disabled. | "Demo mode — a sample delivery day with two trucks on the road. All actions are disabled." | Routes |
| 7 | Walk-ins — Demo | Every person who walked in or called, including the ones who did not buy. Sample data; all actions are disabled. | "Demo mode — the log is sample data for one trading day. All actions are disabled." | Walk-ins |
| 8 | Customer Management — Demo | Sample customers populated with demo data. All actions are disabled. | "Demo mode — customers are populated with sample data. All actions are disabled." | Customer Management |
| 9 | Complaints — Demo | What went wrong, who owns it and whether it is late. Sample data; all actions are disabled. | "Demo mode — complaints are sample data. All actions are disabled." | Complaints |
| 10 | Messages — Demo | Sample messages populated with demo data. All actions are disabled. | "Demo mode — messages are populated with sample data. All actions are disabled." | Messages |
| 11 | SMS Campaigns — Demo | Sample campaigns populated with demo data. All actions are disabled. | "Demo mode — campaigns are populated with sample data. All actions are disabled." | SMS Campaigns |
| 12 | Review Management — Demo | Sample reviews populated with demo data. All actions are disabled. | "Demo mode — reviews are populated with sample data. All actions are disabled." | Review Management |
| 13 | Google Ads Insights — Demo | Sample ads insights populated with demo data. All actions are disabled. | "Demo mode — ads insights are populated with sample data. All actions are disabled." | Google Ads Insights |
| 14 | Competitors Monitor — Demo | Sample competitors populated with demo data. All actions are disabled. | "Demo mode — competitors are populated with sample data. All actions are disabled." | Competitors Monitor |
| 15 | Local Vibes — Demo | Sample local news and events populated with demo data. All actions are disabled. | "Demo mode — page is populated with sample data. All actions are disabled." | Local Vibes |
| 16 | Partner Network Development — Demo | Sample page populated with demo data. All actions are disabled. | "Demo mode — page is populated with sample data. All actions are disabled." | Partner Network Development |
| 17 | Loyalty Program Management — Demo | Sample loyalty programs populated with demo data. All actions are disabled. | "Demo mode — loyalty programs are populated with sample data. All actions are disabled." | Loyalty Program Management |
| 18 | Products Catalog — Demo | Sample catalog populated with demo data. All actions are disabled. | "Demo mode — catalog is populated with sample data. All actions are disabled." | Products Catalog |
| 19 | Services Catalog — Demo | Sample services populated with demo data. All actions are disabled. | "Demo mode — services catalog is populated with sample data. All actions are disabled." | Services Catalog |
| 20 | Inventory Status Overview — Demo | Sample inventory populated with demo data. All actions are disabled. | "Demo mode — inventory is populated with sample data. All actions are disabled." | Inventory Status Overview |
| 21 | Inventory Management — Demo | Sample inventory management populated with demo data. All actions are disabled. | "Demo mode — inventory management is populated with sample data. All actions are disabled." | Inventory Management |
| 22a | Procurement Orders — Demo | Sample procurement orders populated with demo data. All actions are disabled. | "Demo mode — procurement orders are populated with sample data. All actions are disabled." | Procurement Orders |
| 22b | Import Inventory — Demo (opened from the Import tab) | The import screen with a sample file loaded. All actions are disabled. | "Demo mode — this is the Import screen with sample data. All actions are disabled." | Procurement Orders, on the Import tab |
| 23 | Vendors — Demo | Sample vendor list populated with demo data. All actions are disabled. | "Demo mode — vendors list is populated with sample data. All actions are disabled." | Vendors |
| 24 | Barcode & Label Management — Demo | Sample barcode labels populated with demo data. All actions are disabled. | "Demo mode — barcode labels are populated with sample data. All actions are disabled." | Barcode & Label Management |
| 25 | Workforce — Demo | The time clock, timesheets, roster, pay run and staff requests on one sample fortnight. Sample data; all actions are disabled. | "Demo mode — a sample fortnight for a two-store appliance shop. All actions are disabled." | Workforce |
| 26 | My Hours — Demo | One person's own shifts, hours and time-off requests. Sample data; all actions are disabled. | "Demo mode — one person's own hours for a sample pay period. All actions are disabled." | My Hours |
| 27 | Expense Management — Demo | Sample expenses populated with demo data. All actions are disabled. | "Demo mode — expenses are populated with sample data. All actions are disabled." | Expense Management |
| 28 | Assets & Liabilities — Demo | Balance sheet analysis and financial position overview as of … (today's date). | "Demo mode — accounts are populated with sample data. All actions are disabled." | Assets & Liabilities |
| 29 | Bank Reconciliation — Demo | A sample August statement matched line by line against the bank feed. Sample data; all actions are disabled. | "Demo mode — a sample August statement on a sample bank feed. All actions are disabled." | Bank Reconciliation |
| 30 | Transactions — Demo | Every payment taken and refunded, with daily in/out and a running net. Sample data; all actions are disabled. | "Demo mode — a sample month of takings for one store. All actions are disabled." | Transactions |
| 31 | Business Journal — Demo | Sample journal entries populated with demo data. All actions are disabled. | "Demo mode — journal entries are populated with sample data. All actions are disabled." | Business Journal |
| 32 | Services Report — Demo | Sample reports populated with demo data. All actions are disabled. | "Demo mode — reports are populated with sample data. All actions are disabled." | Services Report |
| 33 | Inventory Report — Demo | Sample inventory report populated with demo data. Filters and paging work on it; nothing can be changed. | "Demo mode — report is populated with sample data. Filters and paging work on it; nothing can be changed." | Inventory Report |
| 34 | Expenses Report — Demo | Sample expenses populated with demo data. All actions are disabled. | "Demo mode — expenses are populated with sample data. All actions are disabled." | Expenses Report |
| 35 | Profit & Loss Statement (Pre-Tax) — Demo | Sample financial performance analysis for … (current month) (before taxes). All actions are disabled. | "Demo mode — financial data is populated with sample data. All actions are disabled." | Profit & Loss |
| 36 | Assets & Liabilities Report — Demo | Comprehensive balance sheet report and financial position analysis as of … (today's date). | "Demo mode — balance sheet is populated with sample data. All actions are disabled." | Assets & Liabilities Report |
| 37 | Sales Report — Demo | Sample sales data populated with demo data. All actions are disabled. | "Demo mode — sales report is populated with sample data. All actions are disabled." | Sales Report |
| 38 | Lost sales report — Demo | Walk-in conversion over time, lost-sale reasons, what people asked for and complaint categories, alongside sales and margin. Sample data; all actions are disabled. | "Demo mode — report is populated with sample data. All actions are disabled." | Lost sales report |
| 39 | Company Account Settings — Demo | A sample store's settings, populated with demo data. All actions are disabled. | "Demo settings. A sample store — the numbers, the plans and the Stripe account are invented, and every control is disabled." (no Eye icon, with Take a Tour) | Settings (solid blue button) |
| 40 | No app header (browser tab reads "Route") | — | "Demo route. Sample data; taps are disabled and nothing is sent." | No exit control |
| 41 | No app header | — | "Demo portal. A sample order — buttons are shown as a customer sees them and do nothing here." | No exit control |
Dialog: Guided tour card
The tour dims the page and draws a rounded spotlight around one area. A white card with a small arrow pointing at the spotlight carries the step. 39 demos have a tour, Settings included; the driver and portal demos have none.
| Control | Where | What it does | Notes |
|---|---|---|---|
| Tour starts by itself | Whole page | Opens on step 1 the first time you open that demo page | Closing it is remembered per demo page, in this browser, so it doesn't open by itself again. Another browser, another device, or clearing your browsing data starts it over |
| Spotlight and dimmed page | Whole page | Highlights the area the step describes | Follows the area when you scroll or resize the window |
| Progress dots | Card, top | One dot per step; the current step is a wider blue bar | Display only |
| Step title | Card | Bold title of the step | Every step's title is listed in the Tour steps in every demo panel below |
| Step text | Card | What the highlighted area does | — |
| Step counter | Card, bottom left | "n of total", e.g. "3 of 10" | Display only |
| Back | Card, bottom right | Goes to the previous step. If that step is on another tab, the page switches back to it | Hidden on step 1 |
| Skip | Card, bottom right | Closes the tour | Every step, including the last |
| Next › | Card, bottom right | Goes to the next step, switching tab first if the next step is on another tab | Every step except the last |
| Got it! | Card, bottom right | Closes the tour | Last step only; replaces Next › |
| Click outside the card | Anywhere, including the highlighted area and the sidebar | Closes the tour | The page can't be used while the tour is open |
| Esc key | Keyboard | Closes the tour | Works from anywhere, including out of a field |
| → key | Keyboard | Next step; on the last step, closes the tour | Not while the cursor is in a field or a drop-down: there the key moves the cursor or changes the choice. It still works when a button has the focus, so clicking Next › once doesn't cost you the arrow keys |
| Enter key | Keyboard | Next step; on the last step, closes the tour | Not while the cursor is in a field, and not on a button or link that has the focus: there the key does what that control does |
| ← key | Keyboard | Previous step | Not on step 1, and not while the cursor is in a field or a drop-down |
| Tab switching | Page tab bar | A step tied to a tab switches the page to that tab before highlighting | On the 25 demos whose tour walks tabs (see the Every page with a demo table) |
| After closing | — | The next Take a Tour starts again at step 1 | The page stays on the tab the tour last showed. Closing is also what tells your browser you have seen this tour |
| Scrolling | Page | Scrolls the highlighted area into view before placing the spotlight | — |
| Card placement | Below the area by default, above it on some steps | Keeps the card at least 16 pixels inside the window. When the card doesn't fit on its side of the area but does fit on the other, it moves to the other side | When it fits on neither side (an area nearly as tall as the window), it stays on its side, inside the window, and can cover part of the area |
| Area not found | — | If a step's area doesn't appear within about 3 seconds, the tour moves on to the next step by itself | If it is the last step, the card stays on it and Got it! still closes |
| While a step loads | — | The new step's text can briefly show at the previous step's spotlight | On step 1 nothing shows until the area is found |
| Narrow screens | Phones | The card is 380 pixels wide where that fits. On a screen narrower than about 412 pixels it narrows to fit, 16 pixels in from each side | Every demo with a tour |
The card has no close (X) button. Close it with Skip, Esc or a click outside the card.
Section: Tour steps in every demo
Every step title, in order, as the tour card shows it. On tabbed demos the bold name is the tab the tour switches to for the steps after it (tab names are shown without their counts). The driver route and customer portal demos have no tour.
| # | Demo | Steps | Step titles |
|---|---|---|---|
| 1 | Business Dashboard | 11 | 1 Quick Actions; 2 The Climb; 3 Level 1 · Operational; 4 Level 2 · Organized; 5 Level 3 · Dependable; 6 Level 4 · Informed; 7 Level 5 · Sustainable; 8 Level 6 · Connected; 9 Level 7 · Intelligent; 10 Performance KPIs; 11 Recent Activity |
| 2 | Get Started | 4 | 1 Get Started, in Three Steps; 2 Step 1 — Knowing Basics; 3 Step 2 — Profile Setting; 4 Step 3 — Prepare to Sell |
| 3 | Create Order | 16 | Sell: 1 Order Types; 2 Step 1: Order Basics; 3 Step 2: Customer Information; 4 Step 3: Order Items; 5 Step 4: Tax Settings; 6 Step 5: Order Notes; 7 Step 6: Payment Details; 8 Step 7: Promotions & Loyalty; 9 Order Summary; 10 Submit Order. Returns: 11 Returns — Start From an Order; 12 How to Process a Return. Others: 13 Special Order Type; 14 Customer Information; 15 Quote Items; 16 Quote Summary & Submit |
| 4 | Scheduling & Dispatch | 8 | Schedule Jobs: 1 View Tabs; 2 Service Requests Panel; 3 Calendar Filters; 4 Calendar View. Job List: 5 Dispatch Actions; 6 Job List. Job Route: 7 Route Toolbar; 8 Job Route Map |
| 5 | Order Management | 5 | 1 View Modes; 2 Quick Actions; 3 Order Type Filters; 4 Filters & Search; 5 Orders Table |
| 6 | Routes | 8 | 1 One Day at a Time; 2 Day List; 3 Route Arranger; 4 Dispatch to Any Phone; 5 Day Map; 6 Drivers & Recipients; 7 Unscheduled Orders; 8 Driver Activity |
| 7 | Walk-ins | 4 | Visits: 1 The day so far; 2 Two tabs, two jobs; 3 Three taps, and only when you have them. Waiting list: 4 The callback list is a recipient list |
| 8 | Customer Management | 7 | Customers: 1 Tab Navigation; 2 Customer Actions; 3 Customer Table; 4 SMS Messaging. Marketing Groups: 5 Marketing Groups; 6 Create Groups; 7 Manage Groups |
| 9 | Complaints | 4 | Open: 1 Four questions, one row of chips; 2 Number, owner, and how long it took. Overdue: 3 Late, and visible before the customer chases. Resolved: 4 What was done, and why it happened |
| 10 | Messages | 6 | 1 Conversation Threads; 2 Message View; 3 Compose Messages; 4 Customer Information; 5 Order History; 6 Star & Flag Conversations |
| 11 | SMS Campaigns | 5 | 1 SMS Platform Status; 2 SMS Features; 3 Create Campaign; 4 Search & Filter; 5 Campaign Table |
| 12 | Review Management | 6 | 1 30-Day Review Summary; 2 Business Profile Overview; 3 Review Boost Campaign; 4 Customer Reviews; 5 Reply to Reviews; 6 Business Responses |
| 13 | Google Ads Insights | 10 | Weekly Reports: 1 Account Selection; 2 Report Tabs; 3 Summary Cards; 4 Week-over-Week Trends; 5 Weekly Performance Table; 6 API Info. Performance Comparison: 7 Comparison Settings; 8 Side-by-Side Periods; 9 Performance Changes; 10 Key Insights |
| 14 | Competitors Monitor | 11 | Search & Discover: 1 Tab Navigation; 2 Research Tips; 3 Search & Discover; 4 Competitor Results; 5 Search Statistics. Google Ads Intelligence: 6 Google Ads Intelligence; 7 Ads Performance & Actions. Facebook Ads Intelligence: 8 Facebook Ads Intelligence; 9 Facebook Competitor Cards. Google Search Trends: 10 Search Trends Intelligence; 11 Local & US Trend Tracking |
| 15 | Local Vibes | 10 | Local Relevant News: 1 Location Search; 2 Content Tabs; 3 News Categories; 4 News Cards; 5 Refresh Controls; 6 Global Refresh. Events: 7 Event Categories; 8 Event Cards; 9 Per-Category Refresh; 10 Refresh All Events |
| 16 | Partner Network Development | 11 | Plan: 1 Workflow Tabs; 2 AI-Powered Suggestions; 3 Partner Type Cards. Search: 4 Search Tips; 5 Location-Based Search; 6 Search Results. Reach Out: 7 Reach Out Guide; 8 Email & Call Templates; 9 Saved Partner Cards. Follow Up: 10 Follow-Up Guide; 11 Follow-Up Tracking |
| 17 | Loyalty Program Management | 6 | Manage Programs: 1 Program Tabs; 2 Help & Tips; 3 Program Cards; 4 Program Actions. Create Program: 5 Create Program — Guidance; 6 Create Program Form |
| 18 | Products Catalog | 14 | Products: 1 Catalog Tabs; 2 Catalog Overview; 3 Search & Filters; 4 Products Table; 5 View & Export. Add Product: 6 Add Product — Basics; 7 Pricing & Margins; 8 Variants; 9 Vendor Sourcing. Bulk Import: 10 Bulk Import — Upload; 11 Import Preview. Pricing Rules: 12 Pricing Rules — How They Work; 13 Rule Performance; 14 Manage Rules |
| 19 | Services Catalog | 9 | Services Catalog: 1 Navigation Tabs; 2 Search & Filters; 3 View Modes; 4 Services Table; 5 Service Actions. Add Service: 6 Add Service — Basics; 7 Pricing & Duration. Service Types: 8 Create Service Type; 9 Manage Service Types |
| 20 | Inventory Status Overview | 9 | Inventory Combined: 1 Inventory Tabs; 2 Filters & Controls; 3 Performance Metrics; 4 Inventory Table; 5 Formula Validation. Bulk Items: 6 Bulk Items — Metrics; 7 Bulk Items Table. Trackable Items: 8 Trackable Items — Metrics; 9 Trackable Items Table |
| 21 | Inventory Management | 10 | Search: 1 Tab Navigation; 2 Search Controls; 3 Search Results. Transfer: 4 Transfer Locations; 5 Product Search; 6 Transfer Items & Submit. Count: 7 Count Sessions; 8 Count Controls; 9 Bulk Items Table; 10 Trackable Items Table |
| 22a | Procurement Orders (four tabs) | 12 | Orders: 1 Procurement Tabs; 2 Order KPIs; 3 Search & Filters; 4 Orders Table. New Order: 5 New Order — Header; 6 Order Lines; 7 Order Summary. Import: 8 Import — Store & Vendor; 9 Choose Inventory Type; 10 Upload Your File. Receive: 11 Receiving Metrics; 12 Receiving Status |
| 22b | Import Inventory (from the Import tab) | 11 | 1 Read it in your language; 2 Step 1 — Store & Vendor; 3 Invoice / PO number, filled in for you; 4 Other Settings; 5 Step 2 — Trackable or Bulk; 6 Download the template first; 7 Fill in your file exactly like the template; 8 Step 3 — Upload the file; 9 Check the preview; 10 Order summary; 11 Import |
| 23 | Vendors | 6 | Overview: 1 Tab Navigation; 2 Quick Actions; 3 Vendor Statistics; 4 Vendor Type Distribution. Vendor List: 5 Search & Filters; 6 Vendor Table |
| 24 | Barcode & Label Management | 8 | Step 1: Item Selection: 1 3-Step Workflow; 2 Filter & Search; 3 Item Selection. Step 2: Label Configuration: 4 Label Format; 5 Label Information; 6 Live Preview. Step 3: Preview & Print: 7 Preview & Print; 8 Full Sheet Layout |
| 25 | Workforce | 9 | Today: 1 The day, and the period it belongs to; 2 Labour beside revenue, not on its own; 3 Who is on the clock right now. Timesheets: 4 Exceptions first, then one button; 5 What the jobs cost. Schedule: 6 Next week, before anybody sees it. Pay: 7 The pay run, with its arithmetic showing. Requests: 8 The two conversations about hours. Team: 9 Rates, PINs and the tablet at the counter |
| 26 | My Hours | 6 | 1 Your page, nobody else’s; 2 Where you stand right now; 3 Hours so far this period; 4 Next week, once it is published; 5 Asking for time off; 6 Every punch, and a way to query one |
| 27 | Expense Management | 11 | Expenses Records: 1 Expense Tabs; 2 Advanced Filters; 3 Expense Overview; 4 View Modes; 5 Expense Records. Create Expense: 6 Create Expense — Details; 7 Receipt Attachment; 8 Save or Submit. Bulk Import: 9 Bulk Import — How It Works; 10 Upload Your File; 11 Required Data Format |
| 28 | Assets & Liabilities | 10 | Live Accounts: 1 Period Selector; 2 Tab Navigation; 3 Definitions Helper; 4 Assets Panel; 5 Liabilities Panel; 6 Equity Panel. Add Assets & Liabilities: 7 Add a New Asset; 8 Asset Preview; 9 Add a New Liability; 10 Liability Preview |
| 29 | Bank Reconciliation | 8 | Suggested: 1 Your bank feed, not a CSV; 2 The statement is the anchor; 3 Five buckets, one queue; 4 Accept, edit or reject. Matched: 5 Everything already cleared. Unmatched — bank: 6 Bank lines with nothing behind them. Unmatched — book: 7 The other side of the gap. Needs attention: 8 Close at zero |
| 30 | Transactions | 6 | 1 One Range, One Question; 2 What the Period Took; 3 Not Settled Stays Separate; 4 Day by Day, With a Running Net; 5 Every Tender, Newest First; 6 This Is Sample Data |
| 31 | Business Journal | 8 | Journal Entries: 1 Tab Navigation; 2 Trend Charts; 3 Entries Header & Date Filter; 4 Journal Entry Cards; 5 Pagination. Create Entry: 6 Create Entry — Details; 7 Work Activities; 8 Save the Entry |
| 32 | Services Report | 9 | Service Report: 1 Report Tabs; 2 Filters & Date Range; 3 Key Metrics; 4 Orders with Service; 5 Service Distribution; 6 Distribution Details. Agent Performance: 7 Worker Performance; 8 Team Summary; 9 Worker Leaderboard |
| 33 | Inventory Report | 6 | Overview: 1 Report Tabs; 2 Key Metrics; 3 Analytics Charts. Movements: 4 Movement Filters; 5 Stock Movement Log; 6 Browse Movements |
| 34 | Expenses Report | 5 | 1 Advanced Filters; 2 Filter Dropdowns; 3 Key Metrics; 4 Monthly Expense Trend; 5 Spending by Category |
| 35 | Profit & Loss Statement (Pre-Tax) | 6 | 1 Filter & Options Bar; 2 Key Financial Metrics; 3 Accounting Policies & Notes; 4 P&L Statement Table; 5 Collapsible Sections; 6 Export CSV and Download PDF |
| 36 | Assets & Liabilities Report | 5 | 1 Month Selector; 2 Export CSV and Download PDF; 3 Financial Summary; 4 Balance Sheet Principles; 5 Balance Sheet Table |
| 37 | Sales Report | 6 | 1 Date Range Filter; 2 Key Performance Metrics; 3 Sales Trend Chart; 4 Sales by category; 5 Top products sold; 6 Top services sold |
| 38 | Lost sales report | 12 | Overview: 1 Seven views of one month; 2 Range, store, person; 3 Estimated, and it says so; 4 Next to the money. Requested items: 5 The buying list. Reasons: 6 What a purchase order can fix. Conversion: 7 Your own trend; 8 Coverage, not a scoreboard. Sources: 9 Where they came from. Complaints: 10 Complaints, grouped; 11 The repeat is the product. Seasonality: 12 What only sells in one season |
| 39 | Company Account Settings | 5 | Business Type: 1 Every setting your store has. Organization: 2 Organization. Locations: 3 Locations. Tax Profiles: 4 Tax Profiles. Team: 5 Team |
Section: What works in each demo
"Business type" means the sample products and records follow the business type your store picked in Onboarding.
| # | Demo | Still works | Disabled or does nothing | Sample follows business type |
|---|---|---|---|---|
| 1 | Dashboard | Everything is browsable. Every link is live and opens the real page | Nothing is switched off; the page only shows sample data | No: always a thriving appliance store |
| 2 | Get Started | Tour and Exit Demo Mode. Three static cards: Knowing Basics, Profile Setting, Prepare to Sell | There are no other controls | Not applicable |
| 3 | Create Order | Sell / Returns / Others tabs. Add Rule (opens Products on Pricing Rules) and Add Program (opens Loyalty Program on Create Program) open real pages in a new browser tab | All form fields, promotions and submit. On Returns, Go to Order Management is disabled | Yes |
| 4 | Scheduling & Dispatch | The tab bar | Calendar, calendar filters, Service Requests panel, dispatch actions, job list, route toolbar and route map | Yes |
| 5 | Order Management | Standard View / Groupable View / Pivot View switch the sample. The row chevron (Expand order details) opens the order details. Tooltips. Create Order opens the real Create Order page | Export CSV, Refresh, the filter toolbar, pagination, and the grouping and pivot field controls | No |
| 6 | Routes | Pan and zoom the day map and open pin details. The Driver Activity feed scrolls | Date picker, Refresh, the day list, route arranger and dispatch, Drivers & recipients panel, unscheduled-orders queue | No. The sample day is today in your time zone |
| 7 | Walk-ins | Visits / Waiting list tabs | No outcome taps, no delete, no notify, no quick log. There is no filter row and no End of day tab | No, but it uses your store's Lost sales settings |
| 8 | Customer Management | The tab bar | Customer actions, the table, SMS messaging, group actions | No: the same customers for every business type |
| 9 | Complaints | Chips Open / Waiting / Resolved / Overdue, each with " · count" when not zero | Clicking a complaint does nothing. No Log complaint button | No, but it uses your store's Lost sales settings |
| 10 | Messages | Clicking a conversation switches the message view, customer panel and order history | Starred toggle, compose and Send, star and flag buttons | No |
| 11 | SMS Campaigns | Clicking a campaign row opens a read-only campaign window with Close. The Campaigns, Reminders, Inbox and Quick SMS cards open real pages | Create Campaign, search, the All / Draft / Scheduled / Sent tabs | No |
| 12 | Review Management | Nothing: the page is read-only | Everything, including the Review Boost campaign and review replies | No |
| 13 | Google Ads Insights | The tab bar | The Google Ads account selector and all tab content | No |
| 14 | Competitors Monitor | The tab bar | Everything inside the tabs: search form, Remove competitor, Track in the US, Search Trends in my Region | Yes |
| 15 | Local Vibes | The tab bar | Location search (Enter city name), per-category and global refresh, card actions | No |
| 16 | Partner Network Development | The tab bar. On Reach Out, the Email Templates card header expands and collapses it. On Follow Up, clicking a row opens Edit Partner: … with every field disabled; Cancel closes it | Save Changes, the search form, Email / Call buttons and the other actions in the tabs | No |
| 17 | Loyalty Program Management | The tab bar | Program actions and the create form | No |
| 18 | Products Catalog | The tab bar | Everything inside the tabs: search, category / status / stock filters, view modes, pagination | Yes |
| 19 | Services Catalog | The tab bar. On Services Catalog: Search services..., All Status / All Types / All Hourly Rates, and the grid / list toggle filter the sample | Buttons on service cards and rows are dimmed. The Add Service and Service Types forms | Yes |
| 20 | Inventory Snapshot | The tab bar. Prev / Next paging on Inventory Combined. Clicking a row opens Product Details: … or Item Details: … (view only) | Location selector, search, the Hide Out-of-Stock Products switch and Reset Inventory | Yes |
| 21 | Inventory Management | The tab bar | Everything inside the tabs | Yes |
| 22 | Procurement Orders | Four-tab demo: the tab bar, and Receive → on a pending order, which moves the demo to its own Receive tab | All content. The import-only demo is disabled end to end apart from its English / Español / 中文 switch, which translates the screen as tour step 1 ("Read it in your language") says | Yes. The import preview uses your business type's own template file |
| 23 | Vendors | The tab bar. Clicking a vendor row opens Vendor Details | Edit and Delete in Vendor Details, quick actions, search, type and active filters, Reset | Yes |
| 24 | Barcode & Label Management | The tab bar | Location, category and item-type selectors, label options, print actions | Yes |
| 25 | Workforce | The tab bar | Every panel, including Back to this week, approve and lock, roster publish, pay run, requests, rates, PINs and tablets | No: a two-store appliance shop |
| 26 | My Hours | Nothing | Phone punch buttons, time-off request, and the "my hours are wrong" link on each shift | No |
| 27 | Expense Management | The tab bar | Everything inside the tabs: filters, view modes, pagination, the create form, import | No |
| 28 | Assets & Liabilities | The tab bar | The Period selector and the add forms. Account rows look clickable but do nothing, so the edit window can't be opened | No |
| 29 | Bank Reconciliation | The bucket tabs | The account bar, the statement session panel and every bucket | No |
| 30 | Transactions | Charts respond to hover | The filter bar: range, store, method, Refresh, Export CSV | No |
| 31 | Business Journal | The tab bar | Date filter, pagination, the create form | Yes |
| 32 | Services Report | The tab bar | Filters, date range, sort | Yes: different samples for retail and service trades |
| 33 | Inventory Report | The tab bar. On Movements, every filter (Stock effect included), Clear Filters and the page buttons work on the sample rows | The KPI cards open nothing | Yes |
| 34 | Expenses Report | The live report's filter bar works and the metrics and charts recalculate from the sample: search, date range, Status, Category, Payment Method, Tax deductible and Clear All | Refresh, Export CSV and everything below the filters | No |
| 35 | Profit & Loss | Accounting Policies & Notes expands and collapses. Statement sections fold and unfold | The month picker, Export CSV and Download PDF. Like the live page, it has no revenue options | No |
| 36 | Assets & Liabilities Report | Balance Sheet Principles & Notes expands and collapses. Balance-sheet rows fold and unfold | Month selector, Export CSV and Download PDF are dimmed and do nothing | Yes |
| 37 | Sales Report | Nothing | Date range filter and all content | Yes |
| 38 | Lost sales report | All seven tabs and the filters (range presets, custom range, store, person) re-slice the sample | Export CSV menu. Links into real pages, such as Open Walk-ins, are removed | Yes |
| 39 | Settings | The 14-item section rail is clickable, and each entry shows its own pane | Every button and switch (see the Settings demo panel) | No |
| 40 | Driver route | Tapping a stop opens its details. Show proof of delivery and Complete this stop open the proof-of-delivery steps, and their step buttons advance. Report damage opens the damage form. Open in Maps, Navigate and Call customer open your maps or phone app | Status buttons do nothing. Send note shows "Demo — not sent". Finish stop and Send report close with "Demo — nothing was recorded and nothing was sent." | No |
| 41 | Customer portal | Scrolling and reading | Pay …, View receipt, the store's phone and email links and Request a change are shown but can't be clicked. The delivery self-scheduler is left out | No |
Section: Demo controls that open a real page
| Control | Where | What it does | Notes |
|---|---|---|---|
| Exit Demo Mode | Every demo inside the app, header | Opens the real page | Procurement's import-only demo returns to the Import tab |
| Create Order (tooltip "Create a new sale, service, or return order") | Order Management demo, header toolbar | Opens the real Create Order page | You leave demo mode |
| Campaigns card | SMS Campaigns demo | Opens the real SMS campaign create page | You leave demo mode |
| Reminders card | SMS Campaigns demo | Opens the real Schedule page | You leave demo mode |
| Inbox card | SMS Campaigns demo | Opens the real Messages page | You leave demo mode |
| Quick SMS card | SMS Campaigns demo | Opens the real Order Management page | You leave demo mode |
| Add Rule | Create Order demo, Pricing Rules card | Opens the real Products page on Pricing Rules in a new browser tab | The demo stays open in its own tab |
| Add Program | Create Order demo, Loyalty Program card | Opens the real Loyalty Program Management page in a new browser tab, on Create Program | The demo stays open in its own tab |
| Receive → | Procurement demo, Orders tab, pending orders | Moves the demo to its own Receive tab | You stay in demo mode |
| Any link | Dashboard demo | Opens the real page | The banner says "Every link is live" |
| Any sidebar item | Every demo inside the app | Opens the real page | — |
| Open in Maps, Navigate, Call customer | Driver route demo | Open maps directions or the phone dialer for the sample addresses and numbers | These leave UpChannels altogether |
Sub-page: Settings demo (/settings/demo)
Behind the same check as the rest of Settings — the Owner switch, the owner role, or the store's only active member. Opened by Demo at the top right of Settings. Opens on Business Type, with a five-step tour.
| Control | Where | What it does | Notes |
|---|---|---|---|
| Exit Demo Mode (left-arrow icon) | Header, right | Opens Settings | Solid blue button |
| Banner | Above the content | "Demo settings. A sample store — the numbers, the plans and the Stripe account are invented, and every control is disabled." | No Eye icon. Take a Tour replays the tour from step 1 |
| Section rail: Business Type, Organization, Primary User, Locations, Tax Profiles, Plan & Billing, Accept Payments, Bank Connections, SMS, Customer Portal, Delivery & Routes, Workforce, Lost sales, Team | Left | Shows that section's sample pane | Every entry has its own pane. A section with no sample pane would name itself and point at the real page instead of showing another one |
| Organization pane: Organization Settings | Right | Sample store name, phone, description, business time zone and invoice terms, with Reload Organization and Save Organization | All disabled |
| Primary User pane: Primary User Profile | Right | A sample owner's name, email, phones, job title and department | All disabled |
| Locations pane: Location Settings | Right | Two sample locations (a store and a warehouse) with Edit Location and Delete Location, and Create New Location | All disabled |
| Tax Profiles pane: Tax Profiles | Right | A sample Default profile with three rules and its Total Tax Rate, and a second profile with none | Display only |
| SMS pane: SMS Messaging | Right | A sample number, messages sent this month and the allowance | Display only |
| Customer Portal pane: Customer Portal | Right | Enable customer portal, shown on | Disabled |
| Delivery & Routes pane: Delivery & Routes | Right | Enable Delivery & Routes, shown on, and a sample daily delivery capacity | Disabled |
| Workforce pane: Workforce | Right | Enable Workforce, shown on, and a sample pay period | Disabled |
| Lost sales pane: Lost sales | Right | Sample complaint categories and an "Answer by (days)" value | Display only |
| Team pane: Team Management | Right | Three sample people with their roles, Create User, and sample User Visibility Settings switches | All disabled |
| Business Type pane: Choose Your Business Type | Right | Shows Appliance Store in Select Business Type (read-only), its core features and what it pre-configures for Partner Network and Local Vibes | Save Business Type is disabled |
| Plan & Billing pane: Trial Period card | Right | Shows a Trial badge and "Current trial ends: …" with a sample date | Request to Extend is disabled |
| Plan & Billing pane: STEP 1 Choose one Main Plan | Right | Sample Premium, Pro and Basic plans with sample monthly prices; says "Sample plans — your own prices are on the pricing page." | Each Subscribe is disabled |
| Plan & Billing pane: STEP 2 Optional: Choose one or more Add-ons | Right | Sample add-ons (Additional Users, 2000 Messages Credit, Bank Reconciliation), "Available after subscribing." | None is marked Coming Soon. No buttons |
| Accept Payments pane: Card Payments (Stripe) | Right, top | Heading and a one-line explanation | Display only |
| Accept Payments pane: Enable card payments | Right | Switch shown on (Enabled) | Disabled |
| Accept Payments pane: Stripe account | Right | Connected, Charges enabled, Payouts enabled badges | Manage Stripe account and Update business details are disabled |
| Accept Payments pane: Card-present locations | Right | Two sample locations, one enabled for card-present payments and one with Enable | Enable is disabled |
| Accept Payments pane: Card readers | Right | Two sample readers, each with its device type, reader ID, an online or offline badge and Remove, then the Registration code box ("e.g. apple-pie-orange"), Location, the "Label (optional)" box and Register reader | The boxes are read-only; Remove and Register reader are disabled |
| Bank Connections pane: Bank Connections (Plaid) | Right | One sample connected bank with two accounts tagged Primary (reconciled) and Excluded, and a Connect a bank card | Disconnect and Connect a bank are disabled |
| Accept Payments pane: Balance & payouts | Right | Sample Available and Pending amounts and three sample payouts | Display only |
| Accept Payments pane: Platform fees, Disputes | Right | How fees are charged; Disputes reads "No disputes." | Display only |
Sub-page: Driver route demo (/drive/demo)
The real driver screen fed a sample route for a sample driver, with four stops (three deliveries and one service call). No sign-in, no sidebar, no tour, no exit control.
| Control | Where | What it does | Notes |
|---|---|---|---|
| Banner | Top | "Demo route. Sample data; taps are disabled and nothing is sent." | — |
| Show proof of delivery | Banner, right | Opens the proof-of-delivery steps for stop 2 | The real steps: Items, Photos, Signature, Review |
| Route header | Top of the route | "Your Store", then the driver name, the date and "1/4 done" | Display only |
| Open in Maps | Route header, right | Opens maps directions for the stops still to do, in a new browser tab | Leaves UpChannels |
| Stop rows | Main screen | Tapping a stop opens or closes its details: customer, delivery notes and the stop's buttons | Four sample stops: three deliveries and one service call |
| Navigate, Call customer | Open stop | Open maps directions to the stop, or the phone dialer with the sample number | Leave UpChannels |
| Report damage | Open stop, deliveries only | Opens Property damage report with a description box, Photo 1, Photo 2, Cancel and Send report | An amber line reads "Demo — Send report records nothing and sends nothing." Pressing it closes the form with "Demo — nothing was recorded and nothing was sent." |
| I'm on my way | Open stop 3 or 4 (Up next) | In the live app, marks the stop en route | Does nothing in the demo, so the later status buttons never appear |
| Complete this stop | Open stop 2 (Arrived) | Opens the same proof-of-delivery steps as Show proof of delivery | — |
| "Add a note for the office…" and Send note | Open stop | In the live app, sends the note to the office | In the demo it shows "Demo — not sent" and the typed note stays in the box |
| Step counter | Proof-of-delivery header | "Step n of 4 · Items / Photos / Signature / Review" | Display only |
| Next | Proof-of-delivery footer | Moves to the next step | Works |
| Back | Proof-of-delivery footer | Returns to the previous step | Works |
| Cancel | Proof-of-delivery header | Closes the steps | Use this to leave the flow |
| Finish stop | Proof-of-delivery footer, Review step | In the live app, saves the stop | The Review step carries an amber "Demo — Finish stop records nothing and sends nothing." Pressing it closes the flow with "Demo — nothing was recorded and nothing was sent." Your location is never asked for |
Every step of the proof-of-delivery flow is described in Driver.
Sub-page: Customer portal demo (/portal/demo)
The real customer portal cards fed a sample order (SO-2219) for "Your Store". No sign-in, no sidebar, no tour, no exit control.
| Control | Where | What it does | Notes |
|---|---|---|---|
| Banner | Top | "Demo portal. A sample order — buttons are shown as a customer sees them and do nothing here." | — |
| Order header, status banner, timeline, What's included and Appointments | Page | Show the sample order as a customer sees it | Read only |
| Invoice & balance card with Pay … | Page | Shows the total, payments and balance due | Pay … can't be clicked |
| Receipt card with View receipt | Page | In the live portal, opens the printable receipt | Can't be clicked |
| Contact the store card | Page | Store phone and email links, and Request a change | Can't be clicked |
| Delivery self-scheduling | — | Not shown in the demo | Left out on purpose |
| "Secure link provided by Your Store." | Footer | — | Display only |
Messages you may see
| Message | When it appears | What to do |
|---|---|---|
| "Demo mode — …" (amber banner) | Every demo inside the app except Settings | Nothing. It confirms you are on sample data. Exact wording per demo is in the panel above |
| "Demo settings. A sample store — the numbers, the plans and the Stripe account are invented, and every control is disabled." | Settings demo | Nothing |
| "Demo route. Sample data; taps are disabled and nothing is sent." | Driver route demo | Nothing. This is exact: the demo writes nothing to the phone it is opened on, so a phone that also works real routes is left untouched |
| "Demo portal. A sample order — buttons are shown as a customer sees them and do nothing here." | Customer portal demo | Nothing |
| "Redirecting to sign in..." | You opened a demo inside the app while signed out | Sign in, then open the demo again |
| "Loading..." then "Redirecting..." | Someone Settings doesn't let in opened the Settings demo. You land on Shortcuts | It opens for the Owner switch, the owner role and the store's only active member |
| "Loading…" | Routes demo, while the sample day is built | Wait a moment; the tour starts after it loads |
| "Loading map…" | Routes demo, while the day map draws | Wait a moment |
| "Redirecting..." then the billing page | Your free trial has ended; demos are checked like every other page | Choose a plan to keep using the app |
| "Redirecting to onboarding..." | Your user isn't part of a store yet | Finish onboarding first |
| "Demo — not sent" | Driver route demo, after Send note | Nothing |
| "Demo — nothing was recorded and nothing was sent." | Driver route demo, after Finish stop or Send report | Nothing |
Who can use what
| Who or what | Can open demos? | Notes |
|---|---|---|
| Any signed-in user of a store | Yes, all 38 demos with a Demo button | Plan, add-on, feature switch and role are never checked on a demo page. Staff who aren't managers can open the Workforce demo. A menu item the owner hid for you doesn't close its demo either — but the Demo button sits on the real page, which does show "403 - Forbidden", so you would have to type the demo's address |
| Basic plan (not on a trial) | Yes | Pro and Premium demos open normally. On locked pages the Demo button floats above or stays clickable over the lock |
| Store without the Bank Reconciliation add-on | Yes, with the Demo button in the header or See a demo on the card | The demo is exactly what that store is meant to look at before buying the add-on |
| Owner (Owner switch on, the owner role, or the store's only active member — people switched off or removed in Team don't count) | Also the Settings demo | The Settings demo sits behind the same check as the rest of Settings, so everyone else opening /settings/demo sees "Redirecting..." and is sent to Shortcuts |
| Signed-out visitor | Only the driver route and customer portal demos | Every other demo sends them to sign in. The two public demos are hidden from search engines |
| Expired free trial | No | Sent to the billing page, like every other page |
| Signed in with no store yet | No | Sent to Onboarding |
Common questions
Can anything I do in a demo change my store's data? No. Demos show sample data and never load or save your store's records. Most controls are greyed out. A few links open the real page, and once you are there you are no longer in the demo.
Why didn't the tour open on a demo I've used before? Once you close a tour, your browser remembers that demo page and doesn't start it again there. Press Take a Tour in the amber banner to replay it from step 1. Another browser, another device, or clearing your browsing data starts it over on its own.
Can I see a Pro or Premium feature before I upgrade? Yes. Demos ignore your plan. On Basic, the Messages, SMS Campaigns and Transactions pages are locked, and their Demo button floats at the top right above the lock. On the locked finance pages the Demo button in the header stays clickable.
Why do the demo products look like my kind of store? 16 demos, including Create Order, Products, Services, Inventory, Procurement, Vendors, Labels and several reports, show sample data for the business type your store chose in Onboarding. The others use one fixed appliance-store sample.
I don't have bank feeds. How do I see the Bank Reconciliation demo?
Open Finance → Bank Reconciliation. The Demo button is in the header even without the add-on, and the Bank feeds add-on card underneath has a See a demo button as well. Typing /finance/reconciliation/demo after your UpChannels web address still works.
Can I show a driver or a customer what they will see?
Yes. The driver route demo (/drive/demo) and the customer portal demo (/portal/demo) need no sign-in, so anyone can open them — which is why the links to them, in Settings → Delivery and Settings → Customer Portal, open a new tab. Neither has a tour, and their buttons do nothing.
Where do I find what each tour step says? The Tour steps in every demo panel above lists every step title, grouped by tab. Each feature page's Detailed reference also has a Demo mode panel with what each step points at. The table under Every page with a demo links to each page.
Why did Procurement's Demo open only the import screen? When you press Demo after choosing the Import tab, it opens a demo of just that screen with an 11-step tour. Otherwise it opens the four-tab demo with a 12-step tour. A store with no procurement orders yet is shown Import because the other tabs stay locked until the first order, but that is not the same as choosing it: Demo still opens the four-tab walkthrough.