Pipeline

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Pipeline
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo

Customers

Pipeline

This property's stage, revenue and margin.

Open Pipeline

Where and How

Pipeline

Customers › Properties › Property (top)

This property's stage, revenue and margin.

What It Does

Same stage line as the customer, plus revenue, price per 1,000 sq ft and margin. A property that earned less than it cost over 12 months with 3 or more visits shows a Losing Money card.

What It Changes

Price Change opens Estimates › Price Changes; nothing changes until you send one.

How to Use
  1. Check the margin.
  2. If Losing Money shows, click Price Change or Review Account.

From the same help as the card in the app.

Quick Calc

Type a rate, mix or unit question, or tap an example.