11
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Jonathan Carter - Home
Jonathan Carter
6225 Hollyfield Drive, Baton Rouge LA 70809
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.
LeadJul 19
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledSkipped
DoneAug 24
PaidSep 1
ReviewAug 25
Review · Step 9 of 9 · 5 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
- Check the margin.
- If Losing Money shows, click Price Change or Review Account.
Revenue This Year$200.00$240.00 lifetime
Margin, 12 Months75%$179.50 profit
Cost per VisitNo data yet6 visits in 12 months
Visits Done6last 12 months
Drive per Visit11 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
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
- Check the pin.
- Check the lot line.
- Use Measure to draw the turf.
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
- Press Move.
- Turn it to the best angle.
- Press Save View.
Street View photo of the house
3,800Turf ft²
1,500Landscape ft²
0Pond ft²
0Surface ft²
1Difficulty
Baton Rouge 1Team
$76.06Monthly
$0.00One-Time Payment
Where this property stands
No program is assigned, so there is no monthly rank yet.
638 properties are on a program. The average of those is $82.66 a month.
This customer has 2 properties. The customer rank adds them together. This rank is only this property.
Stage History
| Date | Stage | What | Who |
|---|---|---|---|
| Sep 8, 2026 | Paid | Payment 40.00 | |
| Sep 1, 2026 | Paid | Invoice #3194 paid | |
| Aug 26, 2026 | Review | Review clicked | |
| Aug 25, 2026 | Review | Review sent | |
| Aug 24, 2026 | Done | Service done | |
| Aug 5, 2026 | Paid | Payment 40.00 | |
| Aug 1, 2026 | Paid | Invoice #2801 paid | |
| Jul 8, 2026 | Done | Service done | |
| Jun 8, 2026 | Paid | Payment 40.00 | |
| Jun 1, 2026 | Paid | Invoice #1959 paid | |
| May 20, 2026 | Done | Service done | |
| Apr 4, 2026 | Paid | Payment 40.00 | |
| Apr 1, 2026 | Paid | Invoice #1176 paid | |
| Mar 30, 2026 | Done | Service done | |
| Mar 5, 2026 | Paid | Payment 40.00 | |
| Mar 1, 2026 | Paid | Invoice #839 paid | |
| Feb 9, 2026 | Done | Service done | |
| Nov 6, 2025 | Paid | Payment 40.00 | |
| Nov 1, 2025 | Paid | Invoice #26 paid | |
| Oct 27, 2025 | Done | Service done | |
| Jul 19, 2023 | Lead | Lead: Referral |
Assign
Put this property on a program or add a one-time Service.MoreLess
- What It Does
- Adds the program or Service to this property.
- What It Changes
- The Services land on Base on their dates and are billed by their billing type.
- How to Use
- Pick a program or a one-time Service.
- Check the start date.
- Click Assign.
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