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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 3
Cattail Creek Clinic
10004 Hagewood Lane, 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.
LeadMay 2
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledNov 3
DoneOct 2
PaidOct 1
ReviewAug 22
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$1,719.36$1,881.12 lifetime
Margin, 12 Months82%$1,546.43 profit
Cost per Visit$25.7513 visits in 12 months
Visits Done13last 12 months
Price per 1,000 sq ft$38.63company average $116.75
Drive per Visit17 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
Notes
Scheduling, customer and property notes in one place.MoreLess
- What It Does
- Keeps notes about when to come, the customer and the yard itself.
- What It Changes
- Scheduling Notes help the office book the day; Property Notes are about the yard itself. Customers never see them.
- How to Use
- Pick the kind of note.
- Type it.
- Click Save.