Pinecone Bayou Senior Living

13
Claire GautreauxOwner

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Follow up on large patchSend estimate for bed weed controlFollow up on large patch
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Tasks12My DayMy Timesheet30.7h

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Pinecone Bayou Senior Living
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DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo

Pinecone Bayou Senior Living

(225)555-0195 office@pineconebayouseniorliving.example.com 9469 Corsica Avenue, Baton Rouge LA
Lead source: Referral · Tax: Demo Parish 9.75%
CallTextEmailDirections 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
  1. Tap a pill or button to reach the customer.
  2. Read the stage line.
  3. Tap the Next step.
Help Article
LeadFeb 19
ScheduledNov 5
DoneOct 19
PaidOct 1
ReviewAug 4
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
  1. Read the line.
  2. Tap the Next step.
  3. Use Log Call after a phone call.
  4. Open Stage History to see every move.
Help Article
Lifetime ValueNo data yetfills in with the first paymentBalance$0.00all paid
Profit, 12 Months$3,074.1579% margin
Customer For1.7 yearssince Feb 19, 2025
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewAskedAug 4, 2026
Worth HavingWorth havingMargin 79%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
Log Call
$3,433.19Paid
$3,231.19Delivered
$2,450.40Profit
$24.01Chemical
$756.78Labor
25.23Hours
$202.00Paid 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, 75.8% margin. Time is the estimate for that size.

October 2026

Paid $618.19Delivered $327.91Profit $246.60

Paid

Delivered

September 2026

Paid $300.97Delivered $286.81Profit $222.36

Paid

Delivered

August 2026

Paid $300.97Delivered $316.58Profit $236.91

Paid

Delivered

July 2026

Paid $300.97Delivered $273.52Profit $208.27

Paid

Delivered

June 2026

Paid $300.97Delivered $334.61Profit $250.70

Paid

Delivered

May 2026

Paid $300.97Delivered $375.14Profit $283.73

Paid

Delivered

April 2026

Paid $300.97Delivered $226.59Profit $167.75

Paid

Delivered

March 2026

Paid $300.97Delivered $282.39Profit $217.65

Paid

Delivered

February 2026

Paid $267.24Delivered $332.91Profit $251.60

Paid

Delivered

January 2026

Paid $147.00Delivered $184.49Profit $140.60

Paid

Delivered

December 2025

Paid $147.00

Paid

Delivered

No work this month.

November 2025

Paid $147.00Delivered $290.23Profit $224.23

Paid

Delivered

Money for this customer

Revenue$3,870.16
Costs$0.00
Left After Costs$3,870.16
DateWhatRecordStatusAmount
10/1/26InvoiceINV-2026-3679Paid$389.40
9/1/26InvoiceINV-2026-3328Paid$420.38
8/1/26InvoiceINV-2026-2938Paid$374.40
7/1/26InvoiceINV-2026-2512Paid$429.36
6/1/26InvoiceINV-2026-2078Paid$496.14
5/1/26InvoiceINV-2026-1693Paid$298.64
4/1/26InvoiceINV-2026-1300Paid$384.40
3/1/26InvoiceINV-2026-0947Paid$445.58
2/1/26InvoiceINV-2026-0624Paid$242.46
12/1/25InvoiceINV-2025-0292Paid$389.40

Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.

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