Brandon Peterson

(225)555-0137 brandon.peterson18@example.com 10915 Perkins Road, Baton Rouge LA

Lead source: Facebook · 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

LeadJun 22

ContactedSkipped

Site SurveySkipped

EstimateSkipped

SentSkipped

WonSkipped

ScheduledOct 25

DoneOct 24

PaidOct 1

ReviewOct 5

Paid · Step 9 of 10 · 5 skipped

Next: Collect

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$193.779 days late

Profit, 12 Months$1,676.1273% margin

Customer For1.3 yearssince Jun 22, 2025

Pay SpeedNo data yetaverage days to pay

Callbacks1re-dos logged

ReviewAskedOct 5, 2026

Worth HavingWorth havingMargin 73%

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

$2,939.82Paid

$2,596.09Delivered

$2,026.03Profit

$6.95Chemical

$563.11Labor

18.77Hours

$343.74Paid 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, 78.0% margin. Time is the estimate for that size.

October 2026

Paid $271.08Delivered $322.79Profit $254.22

Paid

10/1/26

Premier Lawn - 9 Visit

Brandon Peterson - Home

$70.00Paid

10/1/26

Premier Lawn - 9 Visit

Date	What	Record	Status	Amount
10/1/26	Invoice	INV-2026-3573	Open	$193.77
9/1/26	Invoice	INV-2026-3201	Paid	$112.68
8/1/26	Invoice	INV-2026-2804	Paid	$370.88
7/1/26	Invoice	INV-2026-2350	Paid	$309.68
6/1/26	Invoice	INV-2026-1953	Paid	$307.28
5/1/26	Invoice	INV-2026-1545	Paid	$238.20
4/1/26	Invoice	INV-2026-1173	Paid	$323.96
3/1/26	Invoice	INV-2026-0847	Paid	$50.20
2/1/26	Invoice	INV-2026-0504	Paid	$191.28
12/1/25	Invoice	INV-2025-0162	Paid	$191.28