5
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Kevin Price
Lead source: Referral · Tax: Demo Parish 9.75%
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.
LeadJan 6
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledOct 31
DoneSep 30
PaidOct 1
Review
Paid · Step 8 of 9 · 4 skipped
Next: Collect
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.
Lifetime ValueNo data yetfills in with the first paymentBalance$122.008 days late
Profit, 12 Months$775.9478% margin
Customer For3.8 yearssince Jan 6, 2023
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewNot askedask from the Reviews tabWorth HavingWorth havingMargin 78%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
Comms
Every email and text with this customer, in one list.MoreLess
- What It Does
- Lists each message with its subject, type, address and date.
- What It Changes
- Read only. New Email and Text open a new message to them.
- How to Use
- Open a row to read it.
- Click New Email or Text to write to them.
- See replies here as they come in.
| Subject | Type | Address | Date |
|---|---|---|---|
| Sounds good, gate is unlocked. | Text · Received | (225)555-0137 | 10/16/26 9:44 AM |
| Your lawn visit is done! Please keep off the grass until dry. | Text · Sent | (225)555-0137 | 10/16/26 9:21 AM |