RoughinDemo

See Roughin in action

You'll explore the Owner dashboard as Mike Pearson at Precision HVAC Services — a sample shop with real-looking data.

What's included in the demo

Owner dashboardCash position, overdue alerts, action queue
13-week cash forecastInflow, outflow, and net position by week
P&L & job costingGross margin by job type, monthly trends
Tech performanceEfficiency scores, on-time rate, revenue per tech
AR aging & invoicesOverdue balance, payment reminders, aging buckets
Marketing attributionWhich lead sources drive the most revenue
Demo data is read-only. No real company data is shown.