Stephanie Brooks

(225)555-0145 stephanie.brooks17@example.com 3024 Caroljack Drive, Baton Rouge LA 70816

Lead source: Google Search · Tax: Demo City 10.75%

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

Irrigation

LeadMay 4

ContactedSkipped

EstimateSkipped

SentSkipped

WonSkipped

ScheduledOct 27

DoneOct 13

PaidOct 1

ReviewOct 2

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$1,161.0177% margin

Customer For173 dayssince May 4, 2026

Pay SpeedNo data yetaverage days to pay

Callbacks0re-dos logged

ReviewAskedOct 2, 2026

Worth HavingWorth havingMargin 77%

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

$3,254.41Paid

$1,833.58Delivered

$1,448.92Profit

$4.45Chemical

$380.21Labor

12.67Hours

$1,420.83Paid 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, 79.0% margin. Time is the estimate for that size.

October 2026

Paid $278.80Delivered $132.12Profit $105.63

Paid

10/1/26

Premier Lawn - 9 Visit

Stephanie Brooks - Home

$70.00Paid

10/1/26

Signature Lawn - 7 Visit

Stephanie Brooks - Camp

$86.00Paid

10/1/26

Premier Lawn - 9 Visit

Date	What	Record	Status	Amount
10/1/26	Invoice	INV-2026-3579	Paid	$106.36
9/1/26	Invoice	INV-2026-3206	Paid	$165.44
8/1/26	Invoice	INV-2026-2811	Paid	$176.80
7/1/26	Invoice	INV-2026-2357	Paid	$165.44
6/1/26	Invoice	INV-2026-1959	Paid	$176.80
5/1/26	Invoice	INV-2026-1551	Paid	$165.44
4/1/26	Invoice	INV-2026-1180	Paid	$226.80
2/1/26	Invoice	INV-2026-0510	Paid	$165.44
12/1/25	Invoice	INV-2025-0168	Paid	$165.44