Sam Perry

11
Claire GautreauxOwner

Top Tasks

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

Talk

MessagesEmailsShared Notes

Work

Tasks11My DayMy Timesheet30.7h

Me

Time OffMy PayMy FilesMy EarningsDocuments
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Sam Perry
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

Sam Perry

(337)555-0144 sam.perry24@example.com 255 North Stanford Street, Sulphur LA 70663
Lead source: Website · 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
LeadJun 11
ContactedOct 19
ScheduledOct 26
DoneOct 19
PaidOct 1
ReviewAug 4
Review · Step 9 of 9 · 3 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
  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$827.3676% margin
Customer For1.4 yearssince Jun 11, 2025
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewAskedAug 4, 2026
Worth HavingWorth havingMargin 76%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
Log Call
Type it like a note. Details are picked up as you go.

Try One

How It Works

  • @person
  • /template
  • #type
  • !high · urgent · low
  • tomorrow · next tue · end of week · in 2 weeks
  • 3pm · morning · noon · tonight

Any order works, these are the same:call Bob fri 3pm @Andre@Andre fri 3pm call Bob

Templates

Call back customer. Due today, includes a 4-step checklist.
A free return visit after a customer concern. Due in 3 days, includes a 4-step checklist.
Fix customer complaint. Due tomorrow, includes a 4-step checklist.
Equipment repair or maintenance. Due in 3 days, includes a 4-step checklist.
Friday check of sprayers and spreaders. Due in 7 days, includes a 3-step checklist.
Call or text two days after an estimate goes out. Due in 2 days, includes a 3-step checklist.
Follow up on estimate. Due in 3 days, includes a 4-step checklist.
Everything a new customer needs before the first visit. Due in 2 days, includes a 4-step checklist.
New customer setup. Due in 2 days, includes a 4-step checklist.
Collect past-due payment. Due tomorrow, includes a 4-step checklist.
Add or update property notes / gate code. Due today, includes a 3-step checklist.
Renew contract / new year price. Due in 7 days, includes a 4-step checklist.
Re-service / callback visit. Due in 2 days, includes a 4-step checklist.
Restock products / truck load out. Due tomorrow, includes a 4-step checklist.
Get a review request out. Due in 2 days, includes a 4-step checklist.
Weather reschedule. Due today, includes a 4-step checklist.

Open

Tasks for this customer that aren't done yet.MoreLess
What It Does
Lists each task with its due date and who has it.
What It Changes
Ticking a task marks it done for everyone.
How to Use
  1. Type a quick task and press Enter.
  2. Tick one when it's done.
  3. Open Tasks for more detail.
Help Article

No open tasks.

Done

TaskDueWho
Sat Oct 17Dana
Sun Aug 30Anyone
Quick Calc

Type a rate, mix or unit question, or tap an example.