Live client demo
Money transfer service demo: working business software
A working finance, accounting & insurance application for a money transfer service business, with 17 connected screens: Dashboard, Clients, Service Requests, Service request Board, Advisors, Billing, Leads Pipeline, Schedule and 9 more. Add records, change statuses, generate invoices and open reports - everything below is interactive.
Demo URL: demo.trainingtrains.com/demo/money-transfer-service
Dashboard
Live overview of Vertex Money Transfer Service. Every figure updates as you add or change records in the other screens.
Service requests needing attention
- SER-1004 - Deepak ThomasDocuments pending
- SER-1005 - Carlos MenonReceived
- SER-1008 - Vikram PatelReceived
- SER-1009 - Sneha PillaiDocuments pending
- SER-1011 - Arjun DasDocuments pending
- SER-1013 - Rahul MartinezDocuments pending
Recent activity
- Rahul Martinez - Service request SER-1001 is completed2 min ago
- Zoya Patel - Service request SER-1002 is cancelled14 min ago
- Vikram Patel - Service request SER-1003 is in progress38 min ago
- Deepak Thomas - Service request SER-1004 is documents pending1 hr ago
- Carlos Menon - Service request SER-1005 is received2 hrs ago
- Imran Hussain - Service request SER-1006 is in progressYesterday
Business problems this demo solves
Problem
Service requests are taken by phone and diaries, so double-bookings and missed slots cost you money.
Training Trains solution
Service Requests gives one live schedule with status tracking for every service request.
Problem
Clients details live in scattered notebooks and chats.
Training Trains solution
Clients keeps a searchable record with contact details, history and status.
Problem
You cannot tell how busy each advisor is or who is free.
Training Trains solution
Advisors shows availability and daily workload so work is spread fairly.
Problem
Invoices are written by hand and payments are chased manually.
Training Trains solution
Billing creates tax-ready invoices from your price list and tracks what is paid or pending.
Problem
Enquiries from calls, WhatsApp and walk-ins are never followed up, so business quietly walks away.
Training Trains solution
Leads Pipeline tracks every enquiry from first contact to won, with source and value - and a won lead becomes a client automatically.
Problem
Monthly salaries are worked out in spreadsheets and stock runs out unnoticed.
Training Trains solution
Staff & Payroll calculates pay from attendance and runs payroll in one click; Stock & Supplies flags what to reorder.
Problem
Clients expect to book and pay from their phone, not just a desktop website.
Training Trains solution
A native Android and iOS app built around the same services, pricing and bookings as this demo, so customers can act from anywhere.
What is inside this money transfer service demo
- Dashboard - Live KPIs, charts and a needs-attention list.
- Clients - Searchable records you can add to, edit and delete.
- Service Requests - Searchable records you can add to, edit and delete.
- Service request Board -
- Advisors - Searchable records you can add to, edit and delete.
- Billing - Invoice builder with tax, discount and paid / pending tracking.
- Leads Pipeline - A drag-and-drop kanban of enquiries from first contact to won - winning a lead adds it to your customer list.
- Schedule - A week calendar of bookings with one-click status updates.
- Stock & Supplies - Searchable records you can add to, edit and delete.
- Staff & Payroll - Searchable records you can add to, edit and delete.
- Customer Feedback - Searchable records you can add to, edit and delete.
- App Preview (Android & iOS) -
- Filings & Deadlines - Searchable records you can add to, edit and delete.
- Compliance Calendar - A week calendar of bookings with one-click status updates.
- Activity Log -
- Reports - Charts calculated from live data, with CSV export.
- User Flow - A step-by-step customer journey you can jump into.
All sample names, prices and figures are generated for illustration. Anything you add stays in your own browser - nothing is sent to us. This is a template; the real system is built around your actual business.
Frequently asked questions
What is the Money transfer service demo?
A working finance, accounting & insurance application for money transfer service businesses with 17 connected screens: Dashboard, Clients, Service Requests, Service request Board, Advisors, Billing and 11 more. You can add records, move them through their stages, create invoices and open reports.
Is the data in the demo real?
No. Names, prices and figures are generated sample data. Anything you add stays in your own browser and is never sent to us.
Do I need to sign up or install anything?
No. Open the demo and use it straight away. Use "Reset demo data" at any time to start again.
Can the software be customised for my money transfer service business?
Yes. We adapt the screens, fields, price list, reports and branding to how your business works, then launch it on your own domain.
How do I get this built for my money transfer service business?
Send us your details with the request form on this page or message us on WhatsApp, and we will follow up with a proposal tailored to your business.
Want this for your money transfer service business?
We tailor the screens, fields and reports to how your business really works, and launch it on your own domain.
Discuss This On WhatsAppOr send us the details directly: