11
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Jacob Robinson
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.
LeadJul 29
ContactedOct 2
EstimateSep 12
SentSep 12
WonSep 13
ScheduledOct 30
DoneOct 6
PaidOct 1
ReviewOct 7
Review · Step 9 of 9
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
- 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$428.4174% margin
Customer For3.2 yearssince Jul 29, 2023
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewClicked linkOct 7, 2026Worth HavingWorth havingMargin 74%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
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
- Check the pin.
- Check the lot line.
- Use Measure to draw the turf.
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
- Press Move.
- Turn it to the best angle.
- Press Save View.
Street View photo of the house
1Properties
3Programs
0Services
$110.45Monthly
$0.00One-Time Payment
$1,325.42Yearly
Where this customer stands
160th of 456 customers on a program, ranked by monthly price.
This customer pays $110.45 a month. The average is $115.66, 1× that average.
Every program customer, lowest monthly to highest
OthersThis customerAverage $115.66
Stage History
| Date | Stage | What | Who |
|---|---|---|---|
| Oct 21, 2026 | Paid | Payment 58.06 | |
| Oct 9, 2026 | Review | Review clicked | |
| Oct 7, 2026 | Review | Review sent | |
| Oct 6, 2026 | Done | Service done | |
| Oct 2, 2026 | Contacted | Text in | |
| Oct 1, 2026 | Paid | Invoice #3633 paid | |
| Sep 13, 2026 | Won | Estimate #60 won | |
| Sep 12, 2026 | Sent | Estimate #60 sent | |
| Sep 12, 2026 | Estimate | Estimate #60 | |
| Sep 9, 2026 | Paid | Payment 58.06 | |
| Sep 1, 2026 | Paid | Invoice #3279 paid | |
| Sep 1, 2026 | Done | Service done | |
| Aug 24, 2026 | Done | Service done | |
| Aug 15, 2026 | Paid | Payment 58.06 | |
| Aug 1, 2026 | Paid | Invoice #2883 paid | |
| Jul 20, 2026 | Done | Service done | |
| Jul 18, 2026 | Paid | Payment 58.06 | |
| Jul 1, 2026 | Paid | Invoice #2447 paid | |
| Jun 15, 2026 | Done | Service done | |
| Jun 8, 2026 | Paid | Payment 58.06 | |
| Jun 1, 2026 | Paid | Invoice #2032 paid | |
| May 18, 2026 | Paid | Payment 116.12 | |
| May 8, 2026 | Done | Service done | |
| May 1, 2026 | Paid | Invoice #1637 paid | |
| Apr 20, 2026 | Done | Service done | |
| Apr 16, 2026 | Paid | Payment 58.06 | |
| Apr 9, 2026 | Done | Service done | |
| Apr 1, 2026 | Paid | Invoice #1245 paid | |
| Mar 5, 2026 | Done | Service done | |
| Feb 10, 2026 | Paid | Payment 58.06 | |
| Feb 1, 2026 | Paid | Invoice #578 paid | |
| Jan 26, 2026 | Done | Service done | |
| Dec 5, 2025 | Paid | Payment 58.06 | |
| Dec 1, 2025 | Paid | Invoice #241 paid | |
| Nov 11, 2025 | Done | Service done | |
| Jul 29, 2023 | Lead | Lead: Google Search |