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DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Kim Green
Lead source: Referral · Tax exempt (DEMO-EX-1324)
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.
VIPShady Lawn
LeadMar 27
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledOct 27
DoneOct 24
PaidOct 1
ReviewSep 1
Review · Step 9 of 9 · 4 skipped
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$1,607.0177% margin
Customer For3.6 yearssince Mar 27, 2023
Pay SpeedNo data yetaverage days to pay
Callbacks2re-dos logged
ReviewAskedSep 1, 2026Worth HavingKeep an eye on2 callbacks, margin 77%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
Schedule
Only the next step shows. After the last step of the program, it starts again at step 1.MoreLess
- What It Does
- Shows the next step on each of this customer's programs.
- What It Changes
- Read only. After the last step of a program, it starts again at step 1.
- How to Use
- Check the next step and date.
- Open the Service to move it.
- Assign another program below.
| Property | Program | Step | Due | Status |
|---|---|---|---|---|
| Kim Green - Home | Signature Lawn - 7 Visit | Signature Lawn - Winter Pre-emergent | 11/10/26 | Waiting |
| Kim Green - Home | Soil Builder - 4 Visit | Soil Builder - Liquid Aeration | 3/10/27 | Waiting |
| Kim Green - Lake House | Premier Lawn - 9 Visit | Premier Lawn - Winter Pre-emergent | 11/15/26 | Waiting |
| Kim Green - Rental | Premier Lawn - 9 Visit | Premier Lawn - Winter Pre-emergent | 11/15/26 | Waiting |
| Kim Green - Rental | Bed & Gravel Weed Control | Bed & Gravel Weed Control - Pre-emergent Barrier | 2/22/27 | Waiting |
Notes, voice notes and sketches attached here show on this row.