Claire Gautreaux

(337)555-0128 claire.gautreaux@example.com 2922 Caroljack Drive, Baton Rouge LA 70816

Lead source: Website · Tax: Demo City 10.75%

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

LeadAug 13

ContactedOct 18

Site SurveySkipped

EstimateSep 19

SentOct 22

WonOct 15

ScheduledOct 29

DoneOct 18

PaidOct 1

ReviewAug 16

Sent · Step 5 of 10 · 1 skipped

Next: Follow Up by Text Waiting 3 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$96.1910 days late

Profit, 12 Months$814.1574% margin

Customer For2.2 yearssince Aug 13, 2024

Pay SpeedNo data yetaverage days to pay

Callbacks0re-dos logged

ReviewClicked linkAug 16, 2026

Worth HavingWorth havingMargin 74%

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

$821.32Paid

$1,187.84Delivered

$917.64Profit

$1.78Chemical

$268.42Labor

8.95Hours

$366.52Work ahead

$225.49Due on a coming 1st

Paid

Delivered

Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 77.3% margin. Time is the estimate for that size.

November 2026

Paid

11/1/26

Large Patch Guard - 3 Visit

Date	What	Record	Status	Amount
10/1/26	Invoice	INV-2026-3782	Partial	$160.32
9/1/26	Invoice	INV-2026-3447	Paid	$50.44
8/1/26	Invoice	INV-2026-3055	Paid	$99.88
7/1/26	Invoice	INV-2026-2656	Paid	$104.88
6/30/26	Invoice	INV-2026-3825	Paid	$124.51
6/1/26	Invoice	INV-2026-2185	Paid	$99.88
5/1/26	Invoice	INV-2026-1812	Paid	$165.32
4/1/26	Invoice	INV-2026-1401	Paid	$124.88
3/1/26	Invoice	INV-2026-1049	Paid	$95.88
11/1/25	Invoice	INV-2025-0070	Paid	$70.44