Karen Wilson

4
Claire GautreauxOwner

Top Tasks

Send estimate for bed weed controlSend estimate for bed weed controlFollow up on large patch
Clocked in 7h 1mToday: 5 stops

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Tasks4My DayMy Timesheet57.1h

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Karen Wilson
Dashboard Base Board Waiting Services Upcoming Services This Month on Base Routing Today's Teams Tickets Waiting on Parts Done Tickets Route Quick Calc Notepad Tasks Customers Properties Quote Requests Tags Soil Tests Programs Services Products Equipment Treatment Guide Estimates Estimate Pipeline Estimate Templates Add-on Offers Renewals Estimate Reports Stages & Reasons Invoices Card Payments Statements Deposits Price Rules Price Changes Import Prices Vendors Expenses Bills Checks Purchase Orders Mileage Timesheets Time Off Pay Runs Commission 1099s Sales Tax Texting Bill Aging Revenue by Service P&L Cash Flow Budgets Ledger Money Log Reports Scorecard Employees Roles & Permissions Shop Wall Clock My Earnings Emails Messages Automations Text Assistant Send Safety Website Reviews Customer Survey Lead Sources Service Status Change Log Integrations
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo

Karen Wilson

(225)555-0125 karen.wilson4@example.com 5816 Mc Cann Drive, Baton Rouge LA 70809
Lead source: Yard Sign · 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
Call Ahead
LeadMar 15
ScheduledOct 25
DoneOct 21
PaidOct 1
Paid · Step 8 of 9 · 4 skipped
Next: Ask for Review
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$1,493.1774% margin
Customer For223 dayssince Mar 15, 2026
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewNot askedask from the Reviews tab
Worth HavingWorth havingMargin 74%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
Log Call

Property

The property on the map with its parish lot line.MoreLess
What It Does
Shows the pin and the lot outline from the parish records.
What It Changes
Read only. Drag the pin on Edit if it's in the wrong spot.
How to Use
  1. Check the pin.
  2. Check the lot line.
  3. Use Measure to draw the turf.
Help Article

Loading the parish lot line…

Street View

A street picture of the house, so you know it when you get there.MoreLess
What It Does
Shows Street View facing the house, or the view the office saved.
What It Changes
Office only: press Move, turn or zoom the view, then Save View. Moving alone never saves. Reset View goes back to facing the house.
How to Use
  1. Press Move.
  2. Turn it to the best angle.
  3. Press Save View.
Help Article
4Properties
7Programs
0Services
$282.49Monthly
$0.00One-Time Payment
$3,389.94Yearly

Where this customer stands

17th of 456 customers on a program, ranked by monthly price.

This customer pays $318.25 a month. The average is $115.42, 2.8× that average.

Against the Top Monthly

This customer$318.25
Highest$994.67

Where the Year Goes

Chemical $6.67 Labor $546.84 Profit $3,265.48

Gross Margin

This customer85.5%
Average84.4%

Margin is what is left after chemical and labor overhead, using the price actually paid.

Every program customer, lowest monthly to highest

OthersThis customerAverage $115.42
Stage History
DateStageWhatWho
Oct 21, 2026DoneService done
Oct 13, 2026DoneService done
Oct 13, 2026DoneService done
Oct 11, 2026DoneService done
Oct 10, 2026DoneService done
Oct 7, 2026DoneService done
Oct 6, 2026PaidPayment 170.32
Oct 1, 2026PaidInvoice #3711 paid
Oct 1, 2026DoneService done
Sep 30, 2026DoneService done
Sep 14, 2026DoneService done
Sep 12, 2026PaidPayment 337.68
Sep 1, 2026PaidInvoice #3367 paid
Sep 1, 2026DoneService done
Aug 26, 2026DoneService done
Aug 23, 2026DoneService done
Aug 21, 2026DoneService done
Aug 18, 2026DoneService done
Aug 16, 2026DoneService done
Aug 6, 2026PaidPayment 65.32
Aug 2, 2026DoneService done
Aug 1, 2026PaidInvoice #2973 paid
Jul 6, 2026DoneService done
Jul 4, 2026PaidPayment 377.68
Jul 1, 2026PaidInvoice #2553 paid
Jun 30, 2026DoneService done
Jun 27, 2026DoneService done
Jun 21, 2026DoneService done
Jun 19, 2026DoneService done
Jun 16, 2026DoneService done
Jun 13, 2026DoneService done
Jun 6, 2026DoneService done
Jun 4, 2026PaidPayment 121.64
Jun 1, 2026PaidInvoice #2107 paid
May 27, 2026DoneService done
May 9, 2026PaidPayment 321.36
May 5, 2026DoneService done
May 1, 2026PaidInvoice #1727 paid
Apr 28, 2026DoneService done
Apr 21, 2026DoneService done
Apr 20, 2026DoneService done
Apr 17, 2026DoneService done
Apr 16, 2026PaidPayment 121.32
Apr 16, 2026DoneService done
Apr 2, 2026DoneService done
Apr 1, 2026PaidInvoice #1322 paid
Mar 29, 2026DoneService done
Mar 17, 2026PaidPayment 381.44
Mar 15, 2026LeadLead: Yard Sign
Mar 3, 2026DoneService done
Mar 1, 2026PaidInvoice #983 paid
Feb 28, 2026DoneService done
Feb 21, 2026DoneService done
Feb 17, 2026DoneService done
Feb 14, 2026DoneService done
Feb 14, 2026DoneService done
Feb 14, 2026DoneService done
Feb 5, 2026DoneService done
Nov 16, 2025PaidPayment 134.08
Nov 1, 2025PaidInvoice #56 paid
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