Jennifer Williams

(225)555-0195 jennifer.williams34@example.com 4520 Jamestown Avenue, Baton Rouge LA

Lead source: Nextdoor · 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

Gate Code

LeadSep 4

ContactedSkipped

EstimateSkipped

SentSkipped

WonSkipped

ScheduledFeb 1

DoneOct 22

PaidOct 1

ReviewSep 15

Review · Step 9 of 9 · 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$552.9372% margin

Customer For1.1 yearssince Sep 4, 2025

Pay SpeedNo data yetaverage days to pay

Callbacks0re-dos logged

ReviewAskedSep 15, 2026

Worth HavingWorth havingMargin 72%

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

$677.42Paid

$750.95Delivered

$559.41Profit

$2.41Chemical

$189.13Labor

6.30Hours

$73.53Work 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, 74.5% margin. Time is the estimate for that size.

October 2026

Paid $75.27Delivered $106.70Profit $80.13

Paid

10/1/26

Essential Lawn - 5 Visit

Date	What	Record	Status	Amount
10/1/26	Invoice	INV-2026-3537	Paid	$57.68
9/1/26	Invoice	INV-2026-3155	Paid	$120.36
8/1/26	Invoice	INV-2026-2760	Paid	$57.68
7/1/26	Invoice	INV-2026-2298	Paid	$120.36
6/1/26	Invoice	INV-2026-1916	Paid	$115.36
5/1/26	Invoice	INV-2026-1501	Paid	$120.36
3/1/26	Invoice	INV-2026-0801	Paid	$178.04