4
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Robert Richardson
Lead source: Yard Sign · 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.
LeadDec 26
ContactedOct 19
Site SurveySkipped
EstimateSep 25
SentSep 25 · 1 views
Won
Scheduled
Done
Paid
Review
Sent · Step 5 of 10 · 1 skipped
Next: Waiting 30 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.
Lifetime ValueNo data yetfills in with the first paymentBalance$0.00all paid
Profit, 12 MonthsNo data yetneeds invoices + a program
Customer For3.8 yearssince Dec 26, 2022
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewNot askedask from the Reviews tabWorth HavingNo data yetFills in after the first paid invoice.
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
Assign
Put this customer on a program or add a one-time Service.MoreLess
- What It Does
- Adds the program or Service to one of their properties.
- What It Changes
- The Services land on Base on their dates and are billed by their billing type.
- How to Use
- Pick the property.
- Pick a program or a one-time Service.
- Click Assign.
Robert Richardson - Home Billing Address
506 Woodland Street, Sulphur
Turf 6,300 Landscape 1,400 Difficulty 1
Essential Lawn - 5 VisitMonthlyRenewable6,300 ft²Difficulty 1
Notes, voice notes and sketches attached here show on this row.