Lisa Parker

(337)555-0146 lisa.parker15@example.com 5741 Johnston Street, Lafayette LA 70503

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

LeadFeb 3

ContactedSep 20

EstimateSkipped

SentSkipped

WonSkipped

ScheduledOct 29

DoneOct 15

PaidSep 1

Review

Paid · Step 8 of 9 · 3 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.

Help Article

Lifetime ValueNo data yetfills in with the first payment Balance$0.00all paid

Profit, 12 Months$135.5768% margin

Customer For1.7 yearssince Feb 3, 2025

Pay SpeedNo data yetaverage days to pay

Callbacks0re-dos logged

ReviewNot askedask from the Reviews tab

Worth HavingWorth havingMargin 68%

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

Assign

Put this customer on a program or add a one-time Service.MoreLess

What It Does: Adds the program or Service to one of their properties.
What It Changes: The Services land on Base on their dates and are billed by their billing type.
How to Use: Pick the property.
Pick a program or a one-time Service.
Click Assign.

Help Article

Property*

Assign*

Program*

Service*

Lisa Parker - Home Billing Address

5741 Johnston Street, Lafayette

Turf 6,400 Landscape 1,100 Difficulty 2

Essential Lawn - 5 VisitMonthlyRenewable6,400 ft²Difficulty 2

Billing

Each Service bills that amount on the 1st after the service is done. It is not added to the monthly payment.

$480.00Billed / Year

$40.00Monthly

$1.47Chemical

$67.22Labor Overhead

$411.31Gross Profit

85.7%Gross Margin

Step	Service	TBC	Visit Price	Done
1	Essential Lawn - Pre-emergent & Feed	February 10th	$55.42	2/5/26
2	Essential Lawn - Spring Green-Up	April 15th	$55.00	4/13/26
3	Essential Lawn - Summer Feed & Weed	June 15th	$56.83	6/15/26
4	Essential Lawn - Late Summer Feed	August 20th	$54.86	8/17/26
5	Essential Lawn - Fall Pre-emergent	October 15th	$55.42	10/13/26

Monthly Override

Calculated monthly is $40.00. Leave blank to use that.

Weekly MowingMonthlyRenewable6,400 ft²Difficulty 2

Billing

Each Service bills that amount on the 1st after the service is done. It is not added to the monthly payment.

$1,974.82Billed / Year

$164.57Monthly

$0.00Chemical

$483.97Labor Overhead

$1,490.85Gross Profit

75.5%Gross Margin

Step	Service	TBC	Visit Price	Done
1	Weekly Mowing	January 8th	$54.86	10/15/26
2	Weekly Mowing	January 23rd	$54.86	10/15/26
3	Weekly Mowing	February 8th	$54.86	10/15/26
4	Weekly Mowing	February 23rd	$54.86	10/15/26
5	Weekly Mowing	March 8th	$54.86	10/15/26
6	Weekly Mowing	March 23rd	$54.86	10/15/26
7	Weekly Mowing	April 5th	$54.86	10/15/26
8	Weekly Mowing	April 15th	$54.86	10/15/26
9	Weekly Mowing	April 25th	$54.86	10/15/26
10	Weekly Mowing	May 4th	$54.86	10/15/26
11	Weekly Mowing	May 11th	$54.86	10/15/26
12	Weekly Mowing	May 19th	$54.86	10/15/26
13	Weekly Mowing	May 26th	$54.86	10/15/26
14	Weekly Mowing	June 4th	$54.86	10/15/26
15	Weekly Mowing	June 11th	$54.86	10/15/26
16	Weekly Mowing	June 19th	$54.86	10/15/26
17	Weekly Mowing	June 26th	$54.86	10/15/26
18	Weekly Mowing	July 4th	$54.86	10/15/26
19	Weekly Mowing	July 11th	$54.86	10/15/26
20	Weekly Mowing	July 19th	$54.86	10/15/26
21	Weekly Mowing	July 26th	$54.86	10/15/26
22	Weekly Mowing	August 4th	$54.86	10/15/26
23	Weekly Mowing	August 11th	$54.86	10/15/26
24	Weekly Mowing	August 19th	$54.86	10/15/26
25	Weekly Mowing	August 26th	$54.86	10/15/26
26	Weekly Mowing	September 4th	$54.86	10/15/26
27	Weekly Mowing	September 11th	$54.86	10/15/26
28	Weekly Mowing	September 19th	$54.86	10/15/26
29	Weekly Mowing	September 26th	$54.86	10/15/26
30	Weekly Mowing	October 5th	$54.86	10/15/26
31	Weekly Mowing	October 15th	$54.86	10/15/26
32	Weekly Mowing	October 25th	$54.86	10/15/26
33	Weekly Mowing	November 8th	$54.86	10/15/26
34	Weekly Mowing	November 23rd	$54.86	10/15/26
35	Weekly Mowing	December 8th	$54.86	10/15/26
36	Weekly Mowing	December 23rd	$54.86	10/15/26

Each Service

Billed on the 1st after each service. It is not part of the monthly payment.