Follow one customer from inquiry to billing

Use the Northline Roofing demo to understand how customer information carries across sales, delivery and billing. Start with the fictional homeowner's request, open the linked opportunity and continue through the existing operating screens.

The demo is a configured fictional workspace. Its business effects are simulated and stay in your browser session. You can explore freely, reset the scenario or use the optional client-lifecycle guide.

Start with the customer

Open Northline's client lifecycle. In Contacts, open Lena Walsh and inspect her conversation, opportunity and work. Those source links are how the next teammate understands the relationship.

For a response, open Conversations and prepare a reply. If you use the demo agent, review the exact message and task it proposes. The agent needs its configured inference service; manual exploration remains available when that service is unavailable.

Move through the business work

1. In Pipeline, inspect the customer's opportunity, owner, stage and next action. Use the source record to understand what still needs a sales decision.
2. In Proposals, review the offer and customer terms. A customer decision belongs to that proposal and the linked opportunity.
3. Open Client onboarding for a won opportunity. Specify the owner and dates, prepare the checklist and create the reviewed tasks.
4. Open Work to find those assigned tasks and their engagement context. Update or complete the actual work item rather than creating another copy.

Prepare billing and payment follow-up

In Invoices, choose Use sample invoice, confirm Lena Walsh as the customer and inspect the service lines. Follow the separate draft-creation and sending decisions.

In Collections, open Lena's case for an earlier invoice. Read its balance, payment promises and holds before preparing a reminder. The new invoice you create remains a separate billing record; the starting collection case lets you inspect follow-up immediately.

The starting fixtures contain work at different stages so you can inspect each part immediately. Progress you create stays in the scenario session; a reset restores its fictional starting state.

What the team gains

An inquiry has a clear owner and next step. Won work has a delivery checklist. Billing has an invoice and an evidence-based follow-up decision. The customer record gives the team a shared starting point across those jobs.

What to check

A demo action records a simulated result. Verify real providers separately in your own workspace. Revenue agreement values, invoices and collected payments describe different business facts.

Next: choose an industry recipe or set up a connected workflow.