Examples

Demonstrations, not client results. All names, figures and scenarios are invented. No information is sent from these examples.

You stay in control: review drafts, check sources and approve consequential actions.

• Inquiry follow-up

  Sample contractor

  New inquiry · Dana R.Website form

  “Do you do small bathroom remodels? Hoping to start in November.”

  Added to your customer list · Remodel · Wants November

  Reply draftedNot sent

  Thanks, Dana. Yes, we take on small bathroom remodels. The first step is a short visit to see the space. Which days work for you next week?

  TimeMoney

  A sample inquiry becomes a draft reply, ready for the owner to review.

  You stay in controlYou read, edit and send every reply.

• Ask the handbook

  Sample salon

  A customer is cancelling Thursday. Do they get the deposit back?

  Found in Cancellations & refunds

  Yes, if they cancel more than 48 hours before the booking. Inside 48 hours, offer a new date instead.

  Source: Cancellations & refunds, section 2

  TeamTime

  Your team asks everyday questions and gets answers from your own handbook, with the source.

  You stay in controlYou choose what it knows. Anything it can’t answer comes to you.

• Business dashboard

  Week 38

  Sales this week

  $18,420

  Up 6% on last week

  8 weeks agoThis week

  Highest week of the last eight.

  Money

  Sales, bookings and unpaid invoices together on one screen.

  You stay in controlEvery number opens to the records behind it.

• Quote builder

  Sample painter

  “Living room + hallway. Walls only. Fill nail holes, 2 coats. $1,240. Colors TBD.”

  Your notes from the visit

  Quote Q-0142 · Living room & hallwayDraft

  Painting of living room and hallway walls, including filling small nail holes and two coats of paint.

  Ceilings and trim not included. Colors confirmed before booking.

  Total$1,240.00

  Review sample quoteBuilt from your price list

  TimeMoney

  Your visit notes and price list become a clean quote in your usual layout.

  You stay in controlYou check the scope, price and wording before it goes.

• Invoice reminders

  Sample landscaper

  Past due this week3 invoices

  • INV-1042 · Coastal Dental$980 · 64 days overdue
    Reminder drafted
  • INV-1057 · Rivera Café$720 · 38 days overdue
    Reminder drafted
  • INV-1061 · North St Gym$440 · 33 days overdue
    Reminder drafted

  $2,140 outstandingReview sample reminders

  MoneyTime

  Polite reminders are written in your words as soon as an invoice goes past due.

  You stay in controlYou approve each one. Nothing goes out on its own.

• Morning summary

  6:45 am

  Good morning. 3 things need you today.

  1. Send Dana’s replyDrafted overnight, ready to send
  2. OK next week’s scheduleEveryone’s availability is in
  3. Approve 2 invoice reminders$1,160 past due

  Yesterday: $3,480 in sales · 6 jobs booked

  Time

  One short list each morning of what came in overnight and what needs you.

  You stay in controlYou decide what to do with each item.

• Schedule builder

  Sample café · next week

  Sample café · open 9 am–5 pm daily. All shifts are daytime hours.

  Team	Mon	Tue	Wed	Thu	Fri	Sat	Sun	Hours
  Ana	9–1	11–5	—	9–1	11–5	—	11–5	26
  Ben	11–5	—	11–5	11–5	—	—	9–1	22
  Cara	11–5	9–1	9–1	—	11–5	11–5	—	26
  Dev	—	11–5	—	11–5	9–1	9–1	11–5	26
  Eli	—	—	11–5	—	—	11–5	—	12

  Sample café · 9 am–5 pm daily

  Monday2 closing

  Ana: 9–1
  Ben: 11–5
  Cara: 11–5

  Tuesday2 closing

  Ana: 11–5
  Cara: 9–1
  Dev: 11–5

  Wednesday2 closing

  Ben: 11–5
  Cara: 9–1
  Eli: 11–5

  Thursday2 closing

  Ana: 9–1
  Ben: 11–5
  Dev: 11–5

  Friday2 closing

  Ana: 11–5
  Cara: 11–5
  Dev: 9–1

  Saturday2 closing

  Cara: 11–5
  Dev: 9–1
  Eli: 11–5

  Sunday2 closing

  Ana: 11–5
  Ben: 9–1
  Dev: 11–5

  Weekly hours: Ana 26 · Ben 22 · Cara 26 · Dev 26 · Eli 12

  • No one over 32 hours
  • Ben is off Saturday
  • Two people close at 5 pm every day

  Sample draft · awaiting the owner’s approval

  TeamTime

  Next week’s schedule is drafted from everyone’s availability and your rules.

  You stay in controlYou adjust it and approve it before anyone sees it.