Andrew White - Rental

13
Claire GautreauxOwner

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Follow up on large patchSend estimate for bed weed controlFollow up on large patch
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Tasks12My DayMy Timesheet30.7h

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Andrew White - Rental
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

Andrew White - Rental

Andrew White 11063 Cloverland Avenue, Baton Rouge LA 70809
CallTextEmailDirections Measure on map
This property, its customer, how to reach them, and the pipeline stage.MoreLess
What It Does
The green header shows the property name, tags, the customer (tap to open) and the address. Buttons: Call, Text, Email (the customer's), Directions to this property and Measure on map, each with a tooltip. Below them is the stage line and the Next step. Green dots are done, a hollow green ring is a skipped step and the blue dot is the current stage; on a phone the current stage is named under the dots.
What It Changes
Nothing changes until you tap something.
How to Use
  1. Tap Directions to drive there.
  2. Tap the customer pill to open the customer.
  3. Tap the Next step.
Help Article
LeadApr 10
ScheduledNov 2
DoneOct 15
PaidOct 1
ReviewSep 15
Review · Step 9 of 9 · 4 skipped
Next:
This property's stage, revenue and margin.MoreLess
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.
Help Article
Revenue This Year$695.00$790.00 lifetime
Margin, 12 Months79%$622.08 profit
Cost per Visit$9.3318 visits in 12 months
Visits Done18last 12 months
Price per 1,000 sq ft$248.63company average $116.75
Drive per Visit13 minlast 12 months
Callbacks0re-dos logged
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en routeProperty TextsProperty Emails
Log Call

Schedule

Only the next step shows. After the last step of the program, it starts again at step 1.MoreLess
What It Does
Shows the next step on each of this property's programs.
What It Changes
Read only. After the last step of a program, it starts again at step 1.
How to Use
  1. Check the next step and date.
  2. Open the Service to move it.
  3. Assign another program below.
Help Article
ProgramStepDueStatus
Premier Lawn - 9 VisitPremier Lawn - Winter Pre-emergent11/15/26Waiting
Shrub & Bed Care - 6 VisitShrub & Bed Care - Dormant Oil2/1/27Waiting
Fire Ant & Flea - 2 VisitFire Ant & Flea - Spring Ant Bait4/20/27Waiting
Quick Calc

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