Crawdad Commons Office Park

(337)555-0198 office@crawdadcommonsofficepark.example.com 8591 United Plaza Boulevard, Baton Rouge LA 70809

Lead source: Yard Sign · Tax: Demo City 10.75%

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

LeadDec 27

ContactedSkipped

EstimateSkipped

SentSkipped

WonSkipped

ScheduledOct 27

DoneOct 7

PaidOct 1

ReviewAug 2

Review · Step 9 of 9 · 4 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$3,333.5180% margin

Customer For1.8 yearssince Dec 27, 2024

Pay SpeedNo data yetaverage days to pay

Callbacks2re-dos logged

ReviewClicked linkAug 2, 2026

Worth HavingKeep an eye on2 callbacks, margin 80%

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

$3,480.52Paid

$2,998.61Delivered

$2,283.27Profit

$19.03Chemical

$696.31Labor

23.21Hours

$481.91Paid 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, 76.1% margin. Time is the estimate for that size.

October 2026

Paid $535.02Delivered $52.23Profit $40.43

Paid

10/1/26

Signature Lawn - 7 Visit

Date	What	Record	Status	Amount
10/1/26	Invoice	INV-2026-3803	Paid	$605.42
9/1/26	Invoice	INV-2026-3470	Paid	$279.56
8/1/26	Invoice	INV-2026-3079	Paid	$337.00
7/1/26	Invoice	INV-2026-2682	Paid	$803.66
6/1/26	Invoice	INV-2026-2208	Paid	$346.88
5/1/26	Invoice	INV-2026-1836	Paid	$456.78
4/1/26	Invoice	INV-2026-1421	Paid	$418.32
3/1/26	Invoice	INV-2026-1070	Paid	$187.10
2/1/26	Invoice	INV-2026-0741	Paid	$337.00
12/1/25	Invoice	INV-2025-0401	Paid	$418.32