An illustrative walkthrough
Follow one request.
See the work behind the bill.
This is a simplified example with synthetic data. It does not access your CRM, create records, or send an invoice.
Step 1 of 3 · Synthetic example
Give the request context.
- Ticket
- DEMO-104 · Restore a shared printer
- Client
- Example Client (demo)
- Owner
- Example Technician
- Resolution
- Reconnected the printer and confirmed a successful test print.
The account supplies the starting context. Staff record the owner, work and outcome.
See the work log →
Step 2 of 3 · Synthetic example
Connect the time to the work.
- Linked ticket
- DEMO-104 · Example Client
- Service time
- 09:00–10:30 · 1.5 hours
- Work notes
- Diagnosed the queue, restored connectivity and verified printing with the requester.
- Billing status
- Ready for a billing review
Review the recorded time and notes before including the work in a billing period.
See the billing review →
Step 3 of 3 · Synthetic example
Review the evidence before sending.
Example Client · Draft for reviewPrinter support
DEMO-104 · 1.5 logged hours
1.5 hours × agreed client rateRates, taxes and invoice details are confirmed in the configured billing workflow.
The original ticket and work log explain the service. This example creates no financial transaction.
Arrange a guided evaluation →
The production interface and available actions depend on role, configuration and the selected workflow.