12
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Ryan Prejean
Lead source: Referral · 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.
LeadMar 16
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledFeb 10
DoneOct 21
PaidSep 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$120.7164% margin
Customer For3.6 yearssince Mar 16, 2023
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewNot askedask from the Reviews tabWorth HavingWorth havingMargin 64%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
Enrolling a customer in an automation that is off waits until it is turned on.
In Automations
Which automations this customer is in, and what step they're on.MoreLess
- What It Does
- Lists each automation with its status, current step and next run.
- What It Changes
- Remove takes them out of that automation; nothing more is sent from it.
- How to Use
- Check the steps.
- Enroll them in another from the list.
- Click Remove to take them out.
| Automation | Status | Current Step | Next Run | Started | |
|---|---|---|---|---|---|
| Service completed thank-you Off | Done | — | 10/20/26 8:11 AM |
Automation Log
Everything automations did for this customer.MoreLess
- What It Does
- Lists each step with when, which automation, what happened and the result.
- What It Changes
- Read only.
- How to Use
- Find the date.
- Read What Happened.
- Open the automation to change it.
| When | Automation | What Happened | Result |
|---|---|---|---|
| 10/19/26 11:30 AM | Day-before service reminder | Did not match the start conditions. | Skipped |
| 10/20/26 9:11 AM | Service completed thank-you | Finished. | Ok |
| 10/20/26 8:13 AM | Service completed thank-you | Demo: text simulated, nothing sent. | Ok |
| 10/20/26 8:11 AM | Service completed thank-you | Enrolled: Service completed thank-you. | Ok |