Cattail Creek Clinic

16
Claire GautreauxOwner

Top Tasks

Follow up on large patchSend estimate for bed weed controlFollow up on large patch
Clock InToday: 5 stops

Talk

MessagesEmailsShared Notes

Work

Tasks11My DayMy Timesheet30.7h

Me

Time OffMy PayMy FilesMy EarningsDocuments
My Settings
Help
Help CenterSupport ChatAnnouncementsFeature Requests
Sign Out
Log Out
Switch
OfficeCustomer
Cattail Creek Clinic
Dashboard Base Board Waiting Services Upcoming Services This Month on Base Routing Today's Teams Tickets Waiting on Parts Done Tickets Route Quick Calc Tasks Customers Properties Quote Requests Tags Soil Tests Programs Services Products Equipment Reference Estimates Estimate Pipeline Estimate Templates Add-on Offers Renewals Estimate Reports Stages & Reasons Invoices Card Payments Statements Deposits Price Rules Price Changes Import Prices Vendors Expenses Bills Checks Purchase Orders Mileage Timesheets Time Off Pay Runs Commission 1099s Sales Tax Texting Bill Aging Revenue by Service P&L Cash Flow Budgets Ledger Money Log Reports Scorecard Employees Roles & Permissions Shop Wall Clock My Earnings Emails Messages Automations Text Assistant Send Safety Website Reviews Customer Survey Lead Sources Service Status Change Log Integrations
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo

Cattail Creek Clinic

(225)555-0163 office@cattailcreekclinic.example.com 226 West Lyons Street, Sulphur LA 70663
Lead source: Yard Sign · Tax: Demo Parish 9.75%
CallTextEmailDirections 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.
What It Changes
Nothing changes until you tap something. Call and Text open your phone.
How to Use
  1. Tap a pill or button to reach the customer.
  2. Read the stage line.
  3. Tap the Next step.
Help Article
LeadMay 2
ScheduledNov 3
DoneOct 2
PaidOct 1
ReviewAug 22
Next:
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
  1. Read the line.
  2. Tap the Next step.
  3. Use Log Call after a phone call.
  4. Open Stage History to see every move.
Help Article
Lifetime ValueNo data yetfills in with the first paymentBalance$0.00all paid
Profit, 12 Months$3,794.5482% margin
Customer For174 dayssince May 2, 2026
Pay SpeedNo data yetaverage days to pay
Callbacks1re-dos logged
ReviewAskedAug 22, 2026
Worth HavingWorth havingMargin 82%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
Log Call

Property

The property on the map with its parish lot line.MoreLess
What It Does
Shows the pin and the lot outline from the parish records.
What It Changes
Read only. Drag the pin on Edit if it's in the wrong spot.
How to Use
  1. Check the pin.
  2. Check the lot line.
  3. Use Measure to draw the turf.
Help Article

Loading the parish lot line…

Street View

A street picture of the house, so you know it when you get there.MoreLess
What It Does
Shows Street View facing the house, or the view the office saved.
What It Changes
Office only: press Move, turn or zoom the view, then Save View. Moving alone never saves. Reset View goes back to facing the house.
How to Use
  1. Press Move.
  2. Turn it to the best angle.
  3. Press Save View.
Help Article
3Properties
5Programs
0Services
$267.66Monthly
$0.00One-Time Payment
$3,211.98Yearly

Where this customer stands

31st of 456 customers on a program, ranked by monthly price.

This customer pays $267.66 a month. The average is $115.66, 2.3× that average.

Against the Top Monthly

This customer$267.66
Highest$950.47

Where the Year Goes

Chemical $29.30 Labor $769.21 Profit $2,413.47

Gross Margin

This customer75.1%
Average84.3%

Margin is what is left after chemical and labor overhead, using the price actually paid.

Every program customer, lowest monthly to highest

OthersThis customerAverage $115.66
Stage History
DateStageWhatWho
Oct 3, 2026PaidPayment 607.04
Oct 2, 2026DoneService done
Oct 1, 2026PaidInvoice #3583 paid
Sep 21, 2026DoneService done
Sep 21, 2026DoneService done
Sep 18, 2026PaidPayment 161.76
Sep 17, 2026DoneService done
Sep 14, 2026DoneService done
Sep 1, 2026PaidInvoice #3213 paid
Aug 22, 2026ReviewReview sent
Aug 21, 2026DoneService done
Aug 17, 2026PaidPayment 768.80
Aug 1, 2026PaidInvoice #2816 paid
Jul 30, 2026DoneService done
Jul 21, 2026DoneService done
Jul 15, 2026DoneService done
Jul 13, 2026PaidPayment 467.46
Jul 6, 2026DoneService done
Jul 1, 2026PaidInvoice #2370 paid
Jul 1, 2026DoneService done
Jun 18, 2026DoneService done
Jun 11, 2026DoneService done
Jun 9, 2026DoneService done
Jun 5, 2026PaidPayment 449.64
Jun 1, 2026PaidInvoice #1973 paid
May 10, 2026PaidPayment 480.92
May 7, 2026DoneService done
May 7, 2026DoneService done
May 7, 2026DoneService done
May 2, 2026LeadLead: Yard Sign
May 1, 2026PaidInvoice #1565 paid
Apr 30, 2026DoneService done
Apr 27, 2026DoneService done
Apr 13, 2026DoneService done
Apr 6, 2026PaidPayment 467.46
Apr 1, 2026PaidInvoice #1188 paid
Mar 24, 2026DoneService done
Mar 17, 2026DoneService done
Mar 14, 2026PaidPayment 301.34
Mar 5, 2026DoneService done
Mar 1, 2026PaidInvoice #854 paid
Feb 17, 2026DoneService done
Feb 16, 2026DoneService done
Feb 7, 2026PaidPayment 467.46
Feb 1, 2026PaidInvoice #519 paid
Jan 30, 2026DoneService done
Jan 20, 2026DoneService done
Jan 16, 2026DoneService done
Dec 17, 2025PaidPayment 467.46
Dec 1, 2025PaidInvoice #181 paid
Nov 21, 2025DoneService done
Nov 17, 2025DoneService done
Nov 6, 2025DoneService done
Quick Calc

Type a rate, mix or unit question, or tap an example.