5
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Thomas Kelly
Lead source: Google Search · Tax: Demo Parish 9.75%
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.
LeadOct 31
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledNov 10
DoneSep 21
PaidAug 1
Review
Paid · Step 8 of 9 · 4 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$374.2672% margin
Customer For4 yearssince Oct 31, 2022
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewNot askedask from the Reviews tabWorth HavingWorth havingMargin 72%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
Customer Portal Not invited
This customer's portal sign-in, with invite, reset and View as Customer.MoreLess
- What It Does
- Shows where they sign in and lets you invite them, reset their password or turn the portal off for them.
- What It Changes
- Invite and reset send them an email. Sign Out Everywhere ends their sessions. Turn Off stops their sign-in.
- How to Use
- Click Send Portal Invite for a new customer.
- Use View as Customer to see what they see.
- Send Password Reset if they're locked out.
Signs in at https://sprowtz.com/demo/portal with thomas.kelly66@example.com.
Portal Requests
Requests this customer sent from the portal.MoreLess
- What It Does
- Lists each request with its details, status and Task.
- What It Changes
- Apply Change makes the change they asked for. Close marks it done.
- How to Use
- Read the request.
- Click Apply Change, or work it from its Task.
- Set the status and click Save.
No requests from the portal yet.