Deborah Benoit

11
Claire GautreauxOwner

Top Tasks

Follow up on large patchSend estimate for bed weed controlFollow up on large patch
Clock InToday: 5 stops

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MessagesEmailsShared Notes

Work

Tasks11My DayMy Timesheet30.7h

Me

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Deborah Benoit
Dashboard Base Board Waiting Services Upcoming Services This Month on Base Routing Today's Teams Tickets Waiting on Parts Done Tickets Route Quick Calc Tasks Customers Properties Quote Requests Tags Soil Tests Programs Services Products Equipment Reference Estimates Estimate Pipeline Estimate Templates Add-on Offers Renewals Estimate Reports Stages & Reasons Invoices Card Payments Statements Deposits Price Rules Price Changes Import Prices Vendors Expenses Bills Checks Purchase Orders Mileage Timesheets Time Off Pay Runs Commission 1099s Sales Tax Texting Bill Aging Revenue by Service P&L Cash Flow Budgets Ledger Money Log Reports Scorecard Employees Roles & Permissions Shop Wall Clock My Earnings Emails Messages Automations Text Assistant Send Safety Website Reviews Customer Survey Lead Sources Service Status Change Log Integrations
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo

Deborah Benoit

(225)555-0125 deborah.benoit61@example.com 603 North Irwin Street, Sulphur LA 70663
Lead source: Google Search · Tax: Demo Parish 9.75%
CallTextEmailDirections Invoices Contract Offer Add-on Payment Methods
Who this is, how to reach them, and where they are in the pipeline.MoreLess
What It Does
The green header shows the name, tags, contact pills (phone, email, billing address), lead source and tax. Buttons: Call, Text, Email, Directions, Invoices, Contract, Offer Add-on and Payment Methods, each with a tooltip, shown only when your role and modules allow. Below them is the stage line with dates and the Next step with Log Call. Green dots are done, a hollow green ring is a step that was skipped, and the blue dot is where they are now. On a phone the line is one row of dots with the current stage named under it; tap a dot to see its name and date.
What It Changes
Nothing changes until you tap something. Call and Text open your phone.
How to Use
  1. Tap a pill or button to reach the customer.
  2. Read the stage line.
  3. Tap the Next step.
Help Article
Irrigation
LeadMar 8
ContactedOct 2
EstimateDec 15
SentDec 16
WonDec 18
ScheduledOct 26
DoneOct 19
PaidOct 1
ReviewAug 1
Review · Step 9 of 9
Next: In automation: Estimate approved: schedule it, step 1
Where this customer is, from Lead to Review, and what to do next.MoreLess
What It Does
Shows opt-outs (the stage line, dates and next step are in the green header at the top), lifetime value, win ratio, balance and, if you can See Profit, the 12-month margin (red below 15%, green above 30%). Labor is estimated until Time Clock is on. Drive per Visit comes from the drive times Route records (Drive to Start).
What It Changes
Log Call saves a call to the Comms history and Stage History. Nothing is ever dropped or deleted.
How to Use
  1. Read the line.
  2. Tap the Next step.
  3. Use Log Call after a phone call.
  4. Open Stage History to see every move.
Help Article
Lifetime ValueNo data yetfills in with the first paymentBalance$0.00all paid
Profit, 12 Months$867.0675% margin
Customer For2.6 yearssince Mar 8, 2024
Pay SpeedNo data yetaverage days to pay
Callbacks3re-dos logged
ReviewClicked linkAug 1, 2026
Worth HavingKeep an eye on3 callbacks, margin 75%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
Log Call

Property

The property on the map with its parish lot line.MoreLess
What It Does
Shows the pin and the lot outline from the parish records.
What It Changes
Read only. Drag the pin on Edit if it's in the wrong spot.
How to Use
  1. Check the pin.
  2. Check the lot line.
  3. Use Measure to draw the turf.
Help Article

Parish lot line · 603 IRWIN N. Not a survey.

Street View

A street picture of the house, so you know it when you get there.MoreLess
What It Does
Shows Street View facing the house, or the view the office saved.
What It Changes
Office only: press Move, turn or zoom the view, then Save View. Moving alone never saves. Reset View goes back to facing the house.
How to Use
  1. Press Move.
  2. Turn it to the best angle.
  3. Press Save View.
Help Article
2Properties
6Programs
0Services
$382.73Monthly
$0.00One-Time Payment
$4,592.77Yearly

Where this customer stands

5th of 456 customers on a program, ranked by monthly price.

This customer pays $401.83 a month. The average is $115.66, 3.5× that average.

Against the Top Monthly

This customer$401.83
Highest$950.47

Where the Year Goes

Chemical $3.94 Labor $937.97 Profit $3,880.06

Gross Margin

This customer80.5%
Average84.3%

Margin is what is left after chemical and labor overhead, using the price actually paid.

Every program customer, lowest monthly to highest

OthersThis customerAverage $115.66
Stage History
DateStageWhatWho
Oct 19, 2026DoneService done
Oct 19, 2026DoneService done
Oct 19, 2026DoneService done
Oct 15, 2026DoneService done
Oct 11, 2026PaidPayment 124.72
Oct 6, 2026DoneService done
Oct 2, 2026ContactedText in
Oct 1, 2026PaidInvoice #3553 paid
Oct 1, 2026DoneService done
Sep 28, 2026DoneService done
Sep 21, 2026DoneService done
Sep 17, 2026DoneService done
Sep 16, 2026DoneService done
Sep 14, 2026DoneService done
Sep 12, 2026PaidPayment 101.32
Sep 7, 2026DoneService done
Sep 4, 2026DoneService done
Sep 1, 2026PaidInvoice #3176 paid
Aug 31, 2026ReviewReview clicked
Aug 28, 2026DoneService done
Aug 28, 2026DoneService done
Aug 27, 2026DoneService done
Aug 20, 2026DoneService done
Aug 17, 2026DoneService done
Aug 11, 2026DoneService done
Aug 6, 2026DoneService done
Aug 4, 2026PaidPayment 59.86
Aug 2, 2026ReviewReview clicked
Aug 1, 2026ReviewReview sent
Aug 1, 2026PaidInvoice #2783 paid
Jul 31, 2026DoneService done
Jul 27, 2026DoneService done
Jul 20, 2026DoneService done
Jul 17, 2026DoneService done
Jul 13, 2026DoneService done
Jul 12, 2026PaidPayment 161.18
Jul 6, 2026DoneService done
Jul 1, 2026PaidInvoice #2329 paid
Jun 30, 2026DoneService done
Jun 26, 2026DoneService done
Jun 22, 2026DoneService done
Jun 16, 2026DoneService done
Jun 14, 2026PaidPayment 108.02
Jun 12, 2026DoneService done
Jun 11, 2026DoneService done
Jun 10, 2026DoneService done
Jun 4, 2026DoneService done
Jun 1, 2026PaidInvoice #1940 paid
May 28, 2026DoneService done
May 27, 2026DoneService done
May 20, 2026DoneService done
May 15, 2026DoneService done
May 11, 2026PaidPayment 166.18
May 11, 2026DoneService done
May 7, 2026DoneService done
May 6, 2026DoneService done
May 1, 2026PaidInvoice #1530 paid
Apr 27, 2026DoneService done
Apr 27, 2026DoneService done
Apr 20, 2026PaidPayment 133.02
Quick Calc

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