Stephanie Phillips

(225)555-0157 stephanie.phillips92@example.com 11534 Airline Highway, Baton Rouge LA 70816

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

Irrigation

LeadNov 1

ContactedSep 23

EstimateSkipped

SentSkipped

WonSkipped

ScheduledOct 25

DoneOct 21

PaidOct 1

ReviewAug 26

Review · Step 9 of 9 · 3 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$1,522.9576% margin

Customer For2 yearssince Nov 1, 2024

Pay SpeedNo data yetaverage days to pay

Callbacks0re-dos logged

ReviewClicked linkAug 26, 2026

Worth HavingWorth havingMargin 76%

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

$4,091.08Paid

$3,856.06Delivered

$3,321.63Profit

$4.93Chemical

$529.50Labor

17.65Hours

$235.02Paid 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, 86.1% margin. Time is the estimate for that size.

October 2026

Paid $222.75Delivered $292.06Profit $225.51

Paid

10/1/26

Premier Lawn - 9 Visit

Stephanie Phillips - Home

$70.00Paid

10/1/26

Shrub & Bed Care - 6 Visit

Stephanie Phillips - Home

$21.20Paid

10/1/26

Bed & Gravel Weed Control

Stephanie Phillips - Home

$16.25Paid

10/1/26

Premier Lawn - 9 Visit

Date	What	Record	Status	Amount
10/1/26	Invoice	INV-2026-3670	Paid	$44.08
9/1/26	Invoice	INV-2026-3308	Paid	$237.60
8/1/26	Invoice	INV-2026-2921	Paid	$273.24
7/1/26	Invoice	INV-2026-2486	Paid	$221.96
6/1/26	Invoice	INV-2026-2059	Paid	$361.40
5/1/26	Invoice	INV-2026-1662	Paid	$177.88
4/1/26	Invoice	INV-2026-1277	Paid	$139.44
3/1/26	Invoice	INV-2026-0933	Paid	$177.88
2/1/26	Invoice	INV-2026-0605	Paid	$237.60
12/1/25	Invoice	INV-2025-0265	Paid	$133.80