Settings
Company profile, automations and integrations.
Company
- Company name
- Palmetto Ridge Mechanical
- Trades
- HVAC · Electrical · Plumbing
- Office
- 6120 Commerce Park Blvd, Suite 200, Tampa, FL 33610
- Phone
- (813) 555-0142
- Sales tax on materials
- 7.5%
- Default terms
- Residential due on receipt · Commercial Net 15
Automations
The repetitive steps FieldFlow does so the office doesn’t have to
Text the customer when a technician is on the way
Create the invoice when a job is marked complete
Remind customers 3 days after an estimate is sent
Send overdue invoice reminders every 7 days
Schedule maintenance-agreement visits automatically
Ask for a review after a paid job
Integrations
AccountingInvoices and payments sync to the general ledgerNot connected in demo
Card and ACH paymentsOnline payment links on every invoiceNot connected in demo
CalendarTechnician schedules on their phonesNot connected in demo
Email and SMSCustomer notificationsNot connected in demo
About this demo
PiTech Labs Concept
A fictional product concept created by PiTech Consultants to demonstrate custom software and business automation capabilities.
Palmetto Ridge Mechanical, its staff, customers, addresses and figures are invented. Phone numbers use the 555-01xx range reserved for fiction and email addresses use the reserved .example domain.
Built by PiTech ConsultantsDemo environment
- Data
- Stored locally in this browser
- Demo date
- Tuesday, October 20, 2026, 9:42 AM
- Changes this session
- None yet
Reset puts every job, estimate, invoice, note and notification back to the original portfolio state.
Users
9 users · 6 field technicians with the mobile app