Richard Campbell

(225)555-0161 richard.campbell30@example.com 526 Haufpauir Road, Sulphur LA 70663

Lead source: Nextdoor · 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

Dog in Yard

LeadJul 24

ContactedOct 5

Site SurveySkipped

EstimateOct 19

SentOct 20

WonOct 16

ScheduledNov 2

DoneOct 22

PaidOct 1

ReviewAug 27

Sent · Step 5 of 10 · 1 skipped

Next: Follow Up by Text Waiting 5 days

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$851.6476% margin

Customer For93 dayssince Jul 24, 2026

Pay SpeedNo data yetaverage days to pay

Callbacks0re-dos logged

ReviewAskedAug 27, 2026

Worth HavingWorth havingMargin 76%

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

$1,887.71Paid

$1,295.45Delivered

$1,002.80Profit

$5.56Chemical

$287.09Labor

9.57Hours

$592.26Paid 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, 77.4% margin. Time is the estimate for that size.

October 2026

Paid $192.71Delivered $120.60Profit $92.79

Paid

10/1/26

Premier Lawn - 9 Visit

Date	What	Record	Status	Amount
10/1/26	Invoice	INV-2026-3696	Paid	$61.56
9/1/26	Invoice	INV-2026-3345	Paid	$115.98
8/1/26	Invoice	INV-2026-2954	Paid	$116.56
7/1/26	Invoice	INV-2026-2529	Paid	$177.54
6/1/26	Invoice	INV-2026-2089	Paid	$55.00
5/1/26	Invoice	INV-2026-1704	Paid	$177.54
4/1/26	Invoice	INV-2026-1307	Paid	$116.56
3/1/26	Invoice	INV-2026-0964	Paid	$60.98
2/1/26	Invoice	INV-2026-0635	Paid	$116.56
12/1/25	Invoice	INV-2025-0296	Paid	$116.56