Demo accounts with volume presets

Mark a sub-account as a demo, then fill it at low, medium or high volume with invented people, projects and purchase orders that every board reads as real data.

What it is

Two deliberately separate controls. First a flag: is this a demo? Setting it also parks the account's outbound messaging off. Second a volume: choosing one wipes and reseeds, so switching between presets is idempotent and never stacks. Counts are read back from the account itself rather than from the preset stamp.

Also called: show me the software with data in it · demo data · sandbox · sample account · walkthrough account

See it
Demo accounts with volume presets
New lead 2
Marlin Hoover
$40k
Delia Yoder
$55k
Contacted 2
Sutter Kline
$41k
Ronan Petsch
$61k
Estimate 2
Ivy Brubaker
$32k
Gideon Alt
$51k
Sold 3
Marlin Hoover
$71k
Delia Yoder
$62k
The demo toggle card, the live inventory tiles (people / suppliers / projects / POs / staff / crews) and the three preset cards with 'Loaded' on the current one. Sample data — no customer information appears here.
How it works
  1. 1Turn on the demo flag; nothing can be seeded until it is on, and marking it also switches outbound customer email and text off in the same write.
  2. 2Pick Low, Medium or High. The chosen preset lists what it contains — leads, projects, purchase orders, staff, crews, suppliers.
  3. 3Seeding wipes first, so re-picking a preset is safe and the button reads 'Reseed' once there is data.
  4. 4The seeded rows carry a fixed id prefix, so the wipe can only ever remove what the seeder wrote.
  5. 5A partial seed returns the rows it could not write and surfaces them, rather than letting an operator walk into a demo with a missing board.
  6. 6Demo accounts are badged everywhere their name appears, and excluded from every retention metric.
Why we built it

The panel explains the ordering and the interlock: 'an account full of invented people must not be able to email or text anybody. Nothing can be seeded until this is on.' The counts are read live because 'a stamp survives a partial failure, a count doesn't, and an operator about to demo needs to know what is actually on the boards.' Unmarking deliberately does not restore messaging: 'switching mail back on for a tenant is a decision made deliberately on the Comms tab, never a side effect of clearing a checkbox here.'

The problem
  • Demos on an empty account show nothing that resembles a working business.
  • Demoing on a real customer's account exposes their data.
  • A demo account full of invented addresses could otherwise send real email.
Sound familiar?
What you get
A walkthrough shows a busy, believable business without touching a customer's data.
Volume can be matched to the size of the builder watching.
A demo account is structurally incapable of messaging anyone.
What's inside

See it on your own jobs

Twenty minutes, your numbers, no slide deck. We’ll build one of your real buildings in front of you and send you the estimate link at the end — yours to keep either way.

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