Swamp Lantern Auto Repair

(337)555-0128 office@swamplanternautorepair.example.com 5725 Johnston Street, Lafayette LA

Lead source: Google Search · 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

Shady Lawn

LeadAug 3

ContactedSkipped

Site SurveySkipped

EstimateSkipped

SentSkipped

WonSkipped

ScheduledOct 28

DoneOct 21

PaidOct 1

ReviewAug 22

Review · Step 10 of 10 · 5 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$3,417.7682% margin

Customer For2.2 yearssince Aug 3, 2024

Pay SpeedNo data yetaverage days to pay

Callbacks0re-dos logged

ReviewAskedAug 22, 2026

Worth HavingWorth havingMargin 82%

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

$2,283.21Paid

$2,566.16Delivered

$1,989.55Profit

$17.84Chemical

$558.77Labor

18.63Hours

$282.95Work 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, 77.5% margin. Time is the estimate for that size.

October 2026

Paid $177.33Delivered $197.38Profit $148.07

Paid

10/1/26

Essential Lawn - 5 Visit

Swamp Lantern Auto Repair - Site 1

$40.00Paid

10/1/26

Bed & Gravel Weed Control

Swamp Lantern Auto Repair - Site 1

$28.66Paid

10/1/26

Premier Lawn - 9 Visit

Date	What	Record	Status	Amount
10/1/26	Invoice	INV-2026-3713	Paid	$274.48
9/1/26	Invoice	INV-2026-3369	Paid	$710.88
8/1/26	Invoice	INV-2026-2975	Paid	$296.28
7/1/26	Invoice	INV-2026-2556	Paid	$844.72
6/1/26	Invoice	INV-2026-2109	Paid	$155.64
5/1/26	Invoice	INV-2026-1729	Paid	$985.36
4/1/26	Invoice	INV-2026-1324	Paid	$155.64
3/1/26	Invoice	INV-2026-0985	Paid	$413.32
2/1/26	Invoice	INV-2026-0651	Paid	$155.64
12/1/25	Invoice	INV-2025-0311	Paid	$155.64