Jennifer Thompson

(337)555-0154 jennifer.thompson36@example.com 3126 Caroljack Drive, Baton Rouge LA 70816

Lead source: Google Search · 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

LeadJul 8

ContactedSkipped

Site SurveySkipped

EstimateSkipped

SentSkipped

WonSkipped

ScheduledOct 26

DoneOct 1

PaidOct 1

ReviewAug 6

Review · Step 10 of 10 · 5 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$594.3478% margin

Customer For3.3 yearssince Jul 8, 2023

Pay SpeedNo data yetaverage days to pay

Callbacks0re-dos logged

ReviewAskedAug 6, 2026

Worth HavingWorth havingMargin 78%

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

$904.10Paid

$847.92Delivered

$650.76Profit

$2.00Chemical

$195.16Labor

6.51Hours

$56.18Paid 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, 76.7% margin. Time is the estimate for that size.

October 2026

Paid $89.87Delivered $59.78Profit $45.84

Paid

10/1/26

Signature Lawn - 7 Visit

Date	What	Record	Status	Amount
10/1/26	Invoice	INV-2026-3584	Paid	$59.18
9/1/26	Invoice	INV-2026-3214	Paid	$116.36
8/1/26	Invoice	INV-2026-2817	Paid	$117.36
7/1/26	Invoice	INV-2026-2367	Paid	$59.18
6/1/26	Invoice	INV-2026-1965	Paid	$117.36
5/1/26	Invoice	INV-2026-1560	Paid	$116.36
4/1/26	Invoice	INV-2026-1186	Paid	$59.18
2/1/26	Invoice	INV-2026-0515	Paid	$59.18
12/1/25	Invoice	INV-2025-0172	Paid	$59.18