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%

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

LeadMay 3

ContactedSkipped

EstimateSkipped

SentSkipped

WonSkipped

ScheduledNov 4

DoneOct 6

PaidOct 1

ReviewAug 27

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$3,733.5480% margin

Customer For173 dayssince May 3, 2026

Pay SpeedNo data yetaverage days to pay

Callbacks0re-dos logged

ReviewClicked linkAug 27, 2026

Worth HavingWorth havingMargin 80%

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

$3,020.96Paid

$3,211.98Delivered

$2,413.47Profit

$29.30Chemical

$769.21Labor

25.64Hours

$191.02Work 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, 75.1% margin. Time is the estimate for that size.

October 2026

Paid $267.66Delivered $111.86Profit $86.59

Paid

10/1/26

Signature Lawn - 7 Visit

Cattail Creek Clinic - Site 1

$62.45Paid

10/1/26

Bed & Gravel Weed Control

Cattail Creek Clinic - Site 1

$31.52Paid

10/1/26

Signature Lawn - 7 Visit

Cattail Creek Clinic - Site 2

$56.51Paid

10/1/26

Premier Lawn - 9 Visit

Date	What	Record	Status	Amount
10/1/26	Invoice	INV-2026-3584	Paid	$607.04
9/1/26	Invoice	INV-2026-3216	Paid	$161.76
8/1/26	Invoice	INV-2026-2818	Paid	$614.22
7/1/26	Invoice	INV-2026-2370	Paid	$622.04
6/1/26	Invoice	INV-2026-1968	Paid	$604.22
5/1/26	Invoice	INV-2026-1567	Paid	$326.34
4/1/26	Invoice	INV-2026-1186	Paid	$305.70
3/1/26	Invoice	INV-2026-0854	Paid	$463.10
2/1/26	Invoice	INV-2026-0518	Paid	$467.46
12/1/25	Invoice	INV-2025-0178	Paid	$467.46