How do I practise on the service side?
- On the Service side, press Practice in the side nav. On a phone it is in your account menu.
- The first time, YourCA makes Sam Sample: a request, a quote, a job with a done visit and a booked one, an invoice and an asset. Every list then shows only them.
- Book, quote, invoice and change anything. The row at the top says you are in the practice view.
- Press Leave it to go back to your real customers. Reset it builds the sample again from the start.
Worth knowing
Nothing is emailed or sent to your books from the practice view, and none of it reaches your real lists, totals or a tech's phone.