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DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Robert Ross - Home
Robert Ross
929 Ranchette Drive, Sulphur LA 70663
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
- Tap Directions to drive there.
- Tap the customer pill to open the customer.
- Tap the Next step.
LeadNov 29
ContactedSep 19
EstimateApr 26
SentApr 28
Lost
Scheduled
Done
Paid
Review
Lost · Step 5 of 9
Next: Mark Reason
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
- Check the margin.
- If Losing Money shows, click Price Change or Review Account.
Revenue This YearNo data yetfills in with the first invoice
Margin, 12 MonthsNo data yetneeds invoices + a program
Cost per VisitNo data yetno visits in 12 months
Visits Done0last 12 months
Drive per VisitNo data yetfills in from Route drive times
Callbacks0re-dos logged
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en routeProperty TextsProperty Emails
Equipment On Site
The customer's equipment at this property, like an irrigation controller, AC unit or pool pump.MoreLess
- What It Does
- Keeps each unit with its make, model, serial and the details that fit its kind, like an irrigation controller's zones.
- What It Changes
- Kept with the property and shown to the crew in Route on every Service there, so whoever goes knows what is on site.
- How to Use
- Pick the kind and click Add.
- Fill in the make, model, serial and its details.
- Click Save, then fill in its Zone Card if it has one.
The customer's irrigation controller, backflow device or bait stations at this property.