8
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Richard Istre
Lead source: Website · Tax: Demo City 10.75%
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.
Call Ahead
LeadOct 10
ContactedSkipped
Site SurveySkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledOct 26
DoneSep 15
PaidOct 1
Review
Paid · Step 9 of 10 · 5 skipped
Next: Ask for Review
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$295.5380% margin
Customer For4 yearssince Oct 10, 2022
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewNot askedask from the Reviews tabWorth HavingWorth havingMargin 80%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
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
- Check the pin.
- Check the lot line.
- Use Measure to draw the turf.
Loading the parish lot line…
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
- Press Move.
- Turn it to the best angle.
- Press Save View.
Street View photo of the house
1Properties
1Programs
0Services
$58.00Monthly
$0.00One-Time Payment
$696.00Yearly
Where this customer stands
351st of 456 customers on a program, ranked by monthly price.
This customer pays $58.00 a month. The average is $115.42, 0.5× that average.
Every program customer, lowest monthly to highest
OthersThis customerAverage $115.42
Stage History
| Date | Stage | What | Who |
|---|---|---|---|
| Oct 13, 2026 | Paid | Payment 52.72 | |
| Oct 1, 2026 | Paid | Invoice #3544 paid | |
| Sep 15, 2026 | Done | Service done | |
| Aug 15, 2026 | Paid | Payment 52.72 | |
| Aug 1, 2026 | Paid | Invoice #2767 paid | |
| Jul 27, 2026 | Done | Service done | |
| Jul 19, 2026 | Paid | Payment 52.72 | |
| Jul 1, 2026 | Paid | Invoice #2305 paid | |
| Jun 10, 2026 | Paid | Payment 52.72 | |
| Jun 10, 2026 | Done | Service done | |
| Jun 1, 2026 | Paid | Invoice #1918 paid | |
| May 6, 2026 | Done | Service done | |
| Apr 14, 2026 | Paid | Payment 52.72 | |
| Apr 1, 2026 | Paid | Invoice #1139 paid | |
| Mar 27, 2026 | Done | Service done | |
| Feb 19, 2026 | Paid | Payment 52.72 | |
| Feb 1, 2026 | Paid | Invoice #472 paid | |
| Jan 20, 2026 | Done | Service done | |
| Dec 6, 2025 | Paid | Payment 52.72 | |
| Dec 1, 2025 | Paid | Invoice #129 paid | |
| Nov 8, 2025 | Done | Service done | |
| Oct 10, 2022 | Lead | Lead: Website |
Notes, voice notes and sketches attached here show on this row.