Sam Kelly

12
Claire GautreauxOwner

Top Tasks

Follow up on large patchSend estimate for bed weed controlFollow up on large patch
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Work

Tasks11My DayMy Timesheet40.9h

Me

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Sam Kelly
Dashboard Base Board Waiting Services Upcoming Services This Month on Base Routing Today's Teams Tickets Waiting on Parts Done Tickets Route Quick Calc Tasks Customers Properties Quote Requests Tags Soil Tests Programs Services Products Equipment Reference 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

Sam Kelly

(337)555-0112 sam.kelly73@example.com 649 North Claiborne Street, Sulphur LA 70663
Lead source: Google Search · 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
LeadFeb 27
EstimateOct 6
SentOct 8
DoneSep 16
PaidOct 1
ReviewAug 25
Review · Step 9 of 9 · 3 skipped
Next:
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$535.1677% margin
Customer For1.7 yearssince Feb 27, 2025
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewAskedAug 25, 2026
Worth HavingWorth havingMargin 77%
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
1Properties
2Programs
0Services
$76.55Monthly
$0.00One-Time Payment
$918.61Yearly

Where this customer stands

No program is assigned, so there is no monthly rank yet.

456 customers are on a program. The average of those is $115.57 a month.

Stage History
DateStageWhatWho
Oct 22, 2026LostEstimate #2 lost
Oct 16, 2026PaidPayment 57.82
Oct 8, 2026SentEstimate #2 sent
Oct 6, 2026EstimateEstimate #2
Oct 1, 2026PaidInvoice #3766 paid
Sep 16, 2026PaidPayment 47.82
Sep 16, 2026DoneService done
Sep 1, 2026PaidInvoice #3429 paid
Aug 25, 2026ReviewReview sent
Aug 24, 2026DoneService done
Aug 13, 2026PaidPayment 105.64
Aug 1, 2026PaidInvoice #3038 paid
Jul 20, 2026DoneService done
Jul 18, 2026PaidPayment 57.82
Jul 1, 2026PaidInvoice #2636 paid
Jul 1, 2026DoneService done
Jun 20, 2026PaidPayment 47.82
Jun 8, 2026DoneService done
Jun 1, 2026PaidInvoice #2171 paid
May 25, 2026DoneService done
May 16, 2026PaidPayment 57.82
May 1, 2026PaidInvoice #1801 paid
Apr 28, 2026DoneService done
Apr 19, 2026PaidPayment 105.64
Apr 1, 2026PaidInvoice #1389 paid
Mar 30, 2026DoneService done
Mar 26, 2026DoneService done
Mar 11, 2026PaidPayment 47.82
Mar 1, 2026PaidInvoice #1034 paid
Feb 14, 2026PaidPayment 57.82
Feb 4, 2026DoneService done
Feb 1, 2026PaidInvoice #699 paid
Jan 27, 2026DoneService done
Dec 16, 2025PaidPayment 57.82
Dec 1, 2025PaidInvoice #373 paid
Nov 18, 2025PaidPayment 47.82
Nov 6, 2025DoneService done
Nov 1, 2025PaidInvoice #68 paid
Oct 27, 2025DoneService done
Feb 27, 2025LeadLead: Google Search
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