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Features with live demos

See getContracted in real operating workflows

Every feature is connected to a matching app demo. Open details when you want to inspect the workflow at a larger size.

01

Maintenance calendar

Plan service months, review open work, and keep agreement status visible.

The maintenance calendar shows upcoming service work by month and status so the office can see what needs to be prepared, ordered, confirmed, or completed.

What you see

The embedded demo opens the calendar view with month selection, status filters, and multiple service entries connected to customer and agreement records.

What you can do

You can work by month and status, open individual service items, and jump from the calendar into the agreement, customer, or property context.

Technical context

The demo uses the same dashboard route as the app and passes `view=maintenance-calendar` as a URL parameter. It loads with `embed=1` so the public page can show the workflow without the demo banner.

02

Business overview

See active quotes, agreements, service work, and follow-up areas at a glance.

The business overview brings the most important operating metrics into one starting point for daily work.

What you see

The view shows cards and action areas for quotes, ordered work, confirmed jobs, and active service agreements.

What you can do

You can move directly into the status group that needs attention and keep sales, agreement execution, and service planning aligned.

Technical context

The demo opens the dashboard with `view=business-overview` and uses aggregated demo customer, agreement, and quote data.

04

Customer details

Manage contact data, properties, agreements, quotes, notes, and communication in one place.

Customer details are the main workspace for a customer record so the team can continue work without hunting for related information.

What you see

The customer page shows profile data, contact information, related properties, agreements, quotes, notes, and other working areas.

What you can do

You can open related properties, create agreements or quotes, and review the full customer context during calls, service planning, and follow-up.

Technical context

The demo opens a stable demo customer ID and loads related records through customer and secret fields so dependent records stay in the right context.

05

Service target details

Document service locations, addresses, equipment context, and related agreements per property.

Properties separate buildings, locations, and service sites cleanly from the customer record.

What you see

The property view shows address data, property information, and related service or quote workflows.

What you can do

You can open property-based agreements, start new work from the property, and keep technical location information attached to the right site.

Technical context

The URL includes the service target id, `serviceTargetSecret`, and return parameters so the demo can open the service target page in the right customer context.

06

Service agreement configurator

Build service agreements with scope, pricing, cadence, and customer/property data.

The configurator guides the team through the agreement setup and prepares data for PDF output and signature.

What you see

The configurator shows steps for customer data, property context, services, trip charges, maintenance cadence, and agreement completion.

What you can do

You can select services, review agreement data, and prepare a complete customer-facing agreement from structured inputs.

Technical context

The demo opens with `contractId=demo-contract-1` and loads positions, rates, and customer data from demo state while keeping the same URL structure as production.

07

Sign service agreement

Send an agreement for digital signature or complete the signature process on site.

The signature workflow supports links, QR codes, and on-site completion, then updates the agreement record after signing.

What you see

The view shows the customer-facing signature step that follows a prepared service agreement.

What you can do

You can inspect the signature flow and see how the agreement moves from configuration into customer approval.

Technical context

The demo uses the agreement ID as context. In demo mode, token and signature routes are simulated locally; in the live app they connect to real agreement records and sessions.

08

Agreement details

Review agreement status, service dates, scope, emails, documents, and follow-up activity.

Agreement details show the complete state of a service agreement and the next operational step.

What you see

The page shows status, customer, property, service scope, maintenance dates, emails, and documents.

What you can do

You can review status, open documents, inspect email history, and continue service execution or follow-up work.

Technical context

The route works with `contractId` and links customer, property, email, and position records through IDs and secret fields.

09

Quote configurator

Create product or service quotes with line items, quantities, and prices from customer data.

The quote configurator uses customer and property context so teams can build structured quotes from the managed price list.

What you see

The configurator shows product categories, selectable items, quantities, and the quote cart.

What you can do

You can select products, adjust quantities, and structure a quote for additional work, repairs, or product sales.

Technical context

The URL contains `customerId`, `serviceTargetId`, and `mode=offer`. Product data comes from demo product categories and items, then becomes quote positions.

10

Quote details

Track quote status, line items, communication, and customer approval in one place.

Quote details show whether a quote has been created, sent, ordered, or confirmed.

What you see

The page shows quote status, customer, property, line items, pricing, emails, and approval information.

What you can do

You can inspect positions, follow status, review emails, and start the next approval step.

Technical context

The detail page opens by `offerId`. Demo quote records are connected to customer, property, and line-item data so status and communication stay in context.

11

Approve quote

Let customers approve quotes digitally and document the accepted work in the system.

Quote approval follows a similar pattern to agreement signing while keeping quote records separate from service agreements.

What you see

The view shows the customer approval process for a quote.

What you can do

You can review the approval flow and see how a quote becomes an accepted work item.

Technical context

The demo loads quote context through `offerId` and uses a dedicated quote route and demo token flow.

12

Service price list

Maintain recurring service items and prices used in service agreements.

The service price list is the foundation for consistent recurring service scope and pricing.

What you see

The page shows service categories, recurring service items, prices, and editing controls.

What you can do

You can review service positions, manage categories, and prepare standardized items for agreements.

Technical context

The demo opens the settings route with `from=settings`. Service data is categorized and reused by the agreement configurator.

13

Product price list

Manage product categories and products for quote workflows.

The product price list keeps common quote positions ready for repeat use.

What you see

The page shows product categories, products, prices, and related editing controls.

What you can do

You can organize product data and prepare which items are available in the quote configurator.

Technical context

The demo uses system product categories and product records that are referenced by the quote configurator.

14

Additional fees

Define additional fees that can be used in agreements.

Additional fees are managed centrally so costs outside the regular service scope stay consistent.

What you see

The page shows saved additional fees and editing controls.

What you can do

You can prepare and update additional costs so teams do not enter them inconsistently in every agreement.

Technical context

Additional fees are separate records referenced by IDs in configurators. `from=settings` preserves navigation context.

15

Subscription and usage

Review plan, usage, and billing-related account information.

The subscription area shows account status and plan context for the business.

What you see

The page shows plan information, usage context, and billing-related account areas.

What you can do

You can inspect which account information is available and how a business checks its current plan state.

Technical context

The page is reached from settings and keeps usage data separate from operational customer and agreement data.

16

Account and business profile

Maintain business profile, logo, colors, contact information, and core settings.

Account settings control the business data that appears in the app, emails, and documents.

What you see

The page shows logo, colors, business profile, contact information, and core account settings.

What you can do

You can maintain branding and profile data so PDFs, emails, and app surfaces stay consistent.

Technical context

Business profile data is stored in company settings and provided through app context to headers, PDFs, emails, and related views.

17

User management

Manage team members and access for daily work.

User management helps teams keep responsibilities and access under control.

What you see

The page shows team members, roles, and invitation controls.

What you can do

You can review users and invite team members who need access to customers, agreements, and quotes.

Technical context

Users are connected to a company and role. The app uses that context to control navigation, access, and editing ability.

18

Customer import

Import existing customer data and prepare it for operational use.

Customer import helps businesses start with existing data instead of manually recreating records.

What you see

The page shows how customer data can be prepared and imported.

What you can do

You can review the import process and understand how existing customer data enters the app.

Technical context

Import separates file parsing, validation, and record creation. The demo shows the flow without using production data.

19

PDF templates

Adjust PDF settings for agreements, quotes, and customer documents.

PDF templates keep customer-facing documents aligned with business branding and operating needs.

What you see

The page shows document layout, content, and template management settings.

What you can do

You can review template settings and open templates used by agreement and quote document generation.

Technical context

PDF settings are stored as template and layout data used by the PDF editor and preview workflows.

20

Email templates

Maintain email text for sending, signatures, and customer communication.

Email templates save time and keep recurring customer messages consistent.

What you see

The page shows prepared email copy for sending agreements, quotes, and signature links.

What you can do

You can review and adjust templates so customer communication matches the business voice.

Technical context

Email templates are stored as template records and referenced by sending workflows with placeholders for customer and workflow data.

21

Integrations

Connect external services and review available extensions.

Integrations connect getContracted to supporting services such as website embedding and email delivery.

What you see

The page shows available connections and integration status areas.

What you can do

You can review which integrations are relevant and open the specific setup pages.

Technical context

Integrations use company configuration and status checks so connection, disconnection, and setup state remain separate.

22

Website integration

Embed the configurator on a business website and collect structured requests.

Website integration provides the embed code needed to make the public configurator available from an existing website.

What you see

The page shows embed code, technical notes, and the connection to the public configurator.

What you can do

You can review the iframe code and understand how a website becomes a structured intake channel.

Technical context

The integration uses an iframe ID to connect the business and public configurator route. The embed script can adjust height dynamically.

23

MailerSend

Set up email delivery and review connection status.

MailerSend supports reliable delivery for system emails, signature links, and customer communication.

What you see

The page shows setup steps and status information for email delivery.

What you can do

You can review the setup requirements and connection state for outgoing email.

Technical context

MailerSend is connected as an external email service. The app separates template content, sender configuration, and delivery status.

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