YourPlan Demo
Preview YourPlan before your tailored demo.
Explore sample workflows and fictional records on this page. Interactive demo access is currently available through a guided session, not instant sign-in.
Sample jobs
3
1 in progress
Quote pipeline
$30.3k
2 open / accepted quotes
Receivables
$10.3k
1 overdue
Demo team
3
Admin + 2 staff
Demo schedule
Illustrative jobs from the demo workspace
Office upgrade works
Oak & Co Offices
Today
In progress
Front property renovation
Riverside Residence
Tomorrow
Scheduled
Maintenance inspection
Northside Property Group
Completed
Complete
Lead pipeline
Sample opportunities only
Commercial maintenance program$12,500
New
Front property renovation$8,900
Quoted
Office upgrade works$21,400
Won
STEP 1
Preview the workflow
Review the example modules and fictional records shown on this page.
STEP 2
Follow a workflow
Check a job, calendar booking, quote, invoice, stock item or timesheet to see how the modules fit together.
STEP 3
Map it to your business
If the product feels relevant, use a tailored demo to swap the fictional workflow for your actual operation.
Inside the demo
These examples illustrate modules available in YourPlan using fictional sample records.
Jobs
3 sample jobs
Calendar
2 sample bookings
Clients
3 fictional records
Quotes
$30.3k quoted
Invoices
$10.3k outstanding
Materials
3 stock items
Timesheets
2 team entries
Reports
Sample business view
Seen enough to map it against your own business?
Request a guided walkthrough to see how YourPlan can fit your actual workflow.