Interactive operations demo
Day-to-day operations.
One shared workspace.
SmallBizOps is a concept for managing the internal, day-to-day work of a small business. It is not a CRM, although external systems could connect to it through APIs.
Daily operations focusAdministrator and Staff viewsBrowser-only demo data
SSmallBizOps
MONDAY, JULY 13Good morning, Alex.
72%TODAY'S FOCUS5 of 8 complete
✓Check Jobber ScheduleDone
✓Review WarrenDone
Input Expense ReceiptsToday
Review AdsToday
WHAT SMALLBIZOPS IS
A shared place to organize the work
that keeps a small business running.
Included in the concept
A practical view of everyday business operations.
The demo shows how scheduled work, team responsibility, operating instructions, and exceptions can be managed together.
Recurring and one-time work
View daily responsibilities, one-time tasks, and recurring schedules together in a visual monthly workspace.
Assignments and instructions
Assign ownership, document the expected process, and add checklist steps for work that needs consistency.
Operational status and handoffs
Record blocked, skipped, or rescheduled work and pass important information between team members.
Administrator and Staff views
Explore different permission levels, team workloads, notifications, and the Operations Pulse attention screen.
How to explore it
The demo is designed to be changed and tested.
Use the two account types to see how configuration and daily task management differ. Everything you change stays inside your current browser.
- 01
Choose a demo account
Use the Administrator account to explore configuration or a Staff account to experience everyday task work.
- 02
Explore the workspace
Review today’s tasks, the monthly calendar, Operations Pulse, assignments, handoffs, and notifications.
- 03
Make changes freely
Add tasks, update statuses, complete checklists, or change permissions. Demo changes remain only in your browser.
Demo access
Explore SmallBizOps from two perspectives.
Use Administrator for configuration and oversight, or Staff for assignments, checklists, handoffs, and daily task work.
Open the interactive demoA
FULL ACCESS
Administrator
- Username
- Admin
- Password
- PassPass
S
TEAM ACCESS
Staff
- Username
- Staff
- Password
- PassPass
Any changes made in the demo account will only show in your browser window, so feel free to try things out!
INTERACTIVE DEMO ENVIRONMENT