William Davis - Home

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Claire GautreauxOwner

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William Davis - Home
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William Davis - Home

William Davis 301 Coolidge Street, Lafayette LA 70501
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
LeadSep 23
EstimateOct 24
Won
ScheduledOct 26
DoneOct 15
PaidOct 1
ReviewAug 23
Estimate · Step 3 of 9 · 1 skipped
Next: Send Estimate
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$746.08$809.24 lifetime
Margin, 12 Months79%$638.27 profit
Cost per Visit$11.4015 visits in 12 months
Visits Done15last 12 months
Price per 1,000 sq ft$147.55company average $116.51
Drive per Visit13 minlast 12 months
Callbacks2re-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

Soil Tests

This property's soil tests, with a reminder when one is due again.MoreLess
What It Does
Lists each test with date, lab and file.
What It Changes
Retest Due shows when the newest test is older than your retest months.
How to Use
  1. Click Add Soil Test.
  2. Type the results and attach the lab file.
  3. Save.
Help Article

No soil tests yet.

Add Soil Test
Quick Calc

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