Settings

Team, connections, notifications & billing. Sample data — changes don't persist in the demo.

Team & users

Who can see this dashboard. Owners and Admins can approve queued items.

DWDana Whitfielddana@juniperridge-demo.comNowOwner
MBMarcus Bellmarcus@juniperridge-demo.com12 min agoDispatcher
PRPriya Ramanpriya@juniperridge-demo.com1 hr agoAdmin
TKTom Kowalczyktom@juniperridge-demo.comYesterdayViewer

Invite a user

Demo — invites aren't actually sent. In your dashboard, they are.

Integrations

Your automations run inside YOUR accounts — connections are set up during the build.

qbQuickBooks OnlineInvoices, bills & paymentsConnected
GGoogle WorkspaceShared inbox & calendarConnected
Phone & SMSMissed-call detection, text-backConnected
HHousecall ProJobs, scheduling & field appConnected
SlackAlerts & daily summaries in a channel
TMicrosoft TeamsAlerts & approvals in Teams
SStripeCard payments on invoices
MMailchimpCustomer email campaigns
ZapierConnect 6,000+ other apps

Notifications

Urgent alerts by textNo-heat calls, flagged invoices, anything marked urgentOwner's weekly digestMonday 7:00 AM — the whole week in one emailApproval queue remindersA nudge when drafts wait more than 4 hoursMonthly value reportHours saved, items processed, issues caught

Company profile

Company name

Business hoursService area

Plan & billing

Care Plan$1,500/mo

· Monitoring, fixes & monthly improvement
· This dashboard + the monthly value report
· Priority access to the build team

Next invoice · Sep 1Visa ···· 4242

Everything runs in your own accounts — cancel anytime and it all keeps working. No lock-in is the point.