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DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Amy Thompson
Lead source: Truck Wrap · Tax: Demo Parish 9.75%
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.
Gate Code
LeadApr 29
ContactedSkipped
EstimateApr 3
SentApr 5
WonApr 17
ScheduledOct 26
DoneOct 22
PaidOct 1
ReviewSep 1
Review · Step 9 of 9 · 1 skipped
Next:
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.
Lifetime ValueNo data yetfills in with the first paymentBalance$0.00all paid
Profit, 12 Months$1,162.2981% margin
Customer For2.5 yearssince Apr 29, 2024
Pay SpeedNo data yetaverage days to pay
Callbacks2re-dos logged
ReviewAskedSep 1, 2026Worth HavingKeep an eye on2 callbacks, margin 81%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
1Asks in the last 12 months
—No review site clicked yet
4.2★In-house rating · 5
Nov 30Next ask allowed
Review Activity
Review asks and clicks for this customer, with Ask for a Review.MoreLess
- What It Does
- Lists each ask and click, and lets you ask now or never.
- What It Changes
- Ask for a Review sends only if Automations sending is on. Never Ask This Customer stops all asks.
- How to Use
- Check when they were last asked.
- Click Ask for a Review.
- Or click Never Ask This Customer.
| When | What | Detail |
|---|---|---|
| 9/1/26 5:30 PM | Sent review request (email) | Demo: not really sent |
Ask for a Review is off right now: Asked 52 days ago (once every 90 days).