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DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Cattail Creek Clinic - Site 1
Cattail Creek Clinic
226 West Lyons Street, 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.
LeadMay 3
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledNov 10
DoneSep 14
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
- Check the margin.
- If Losing Money shows, click Price Change or Review Account.
Revenue This Year$1,605.80$1,770.38 lifetime
Margin, 12 Months80%$1,423.04 profit
Cost per Visit$31.5811 visits in 12 months
Visits Done11last 12 months
Price per 1,000 sq ft$29.14company average $116.51
Drive per Visit15 minlast 12 months
Callbacks1re-dos logged
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en routeProperty TextsProperty Emails
Photos
Pictures of this property, sorted by turf, landscape and pond.MoreLess
- What It Does
- Keeps every photo taken here, with its area and difficulty.
- What It Changes
- Photos can show on estimates and, where turned on, in the Customer Portal.
- How to Use
- Click Add Photo.
- Pick the area.
- Save it; open one to change its details.
No photos on this property yet.