Debra Baker

(225)555-0137 debra.baker4@example.com 305 North Crocker Street, Sulphur LA 70663

Lead source: Website · Tax: Demo Parish 9.75%

Call Text Email Directions 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: Tap a pill or button to reach the customer.
Read the stage line.
Tap the Next step.

Help Article

LeadOct 8

ContactedOct 16

Site SurveySkipped

EstimateSkipped

SentSkipped

WonSkipped

ScheduledOct 25

DoneOct 16

PaidSep 1

ReviewAug 21

Review · Step 10 of 10 · 4 skipped

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: Read the line.
Tap the Next step.
Use Log Call after a phone call.
Open Stage History to see every move.

Help Article

Lifetime ValueNo data yetfills in with the first payment Balance$0.00all paid

Profit, 12 Months$500.7176% margin

Customer For2 yearssince Oct 8, 2024

Pay SpeedNo data yetaverage days to pay

Callbacks2re-dos logged

ReviewAskedAug 21, 2026

Worth HavingKeep an eye on2 callbacks, margin 76%

EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route

$4,414.92Paid

$4,168.07Delivered

$3,159.06Profit

$2.87Chemical

$1,006.14Labor

33.54Hours

$246.85Paid ahead

Paid

Delivered

Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 75.8% margin. Time is the estimate for that size.

October 2026

Paid $431.49Delivered $332.11Profit $252.42

Paid

10/1/26

Essential Lawn - 5 Visit

Debra Baker - Home

$40.00Paid

10/1/26

Weekly Mowing

Debra Baker - Home

$160.87Paid

10/1/26

Premier Lawn - 9 Visit

Date	What	Record	Status	Amount
9/1/26	Invoice	INV-2026-3133	Paid	$105.78
8/1/26	Invoice	INV-2026-2740	Paid	$58.74
7/1/26	Invoice	INV-2026-2269	Paid	$105.78
6/1/26	Invoice	INV-2026-1892	Paid	$58.74
5/1/26	Invoice	INV-2026-1473	Paid	$105.78
4/1/26	Invoice	INV-2026-1111	Paid	$58.74
3/1/26	Invoice	INV-2026-0791	Paid	$47.04
2/1/26	Invoice	INV-2026-0448	Paid	$58.74
12/1/25	Invoice	INV-2025-0102	Paid	$58.74

Debra Baker

October 2026

Paid

Delivered

September 2026

Paid

Delivered

August 2026

Paid

Delivered

July 2026

Paid

Delivered

June 2026

Paid

Delivered

May 2026

Paid

Delivered

April 2026

Paid

Delivered

March 2026

Paid

Delivered

February 2026

Paid

Delivered

January 2026

Paid

Delivered

December 2025

Paid

Delivered

November 2025

Paid

Delivered

Money for this customer