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DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Sam Kelly - Lake House
Sam Kelly
551 Glenmore Avenue, Baton Rouge LA 70806
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.
LeadDec 17
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledJan 20
DoneOct 23
PaidOct 1
ReviewOct 6
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$893.00$948.00 lifetime
Margin, 12 Months79%$749.10 profit
Cost per Visit$10.4719 visits in 12 months
Visits Done19last 12 months
Price per 1,000 sq ft$416.99company average $116.75
Drive per Visit15 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
3,200Turf ft²
2,200Landscape ft²
0Pond ft²
0Surface ft²
4Difficulty
Baton Rouge 2Team
$111.20Monthly
$0.00One-Time Payment
Where this property stands
106th of 638 properties on a program, ranked by monthly price.
This property pays $111.20 a month. The average is $82.66, 1.3× that average.
This customer has 2 properties. The customer rank adds them together. This rank is only this property.
Every program property, lowest monthly to highest
OthersThis propertyAverage $82.66
Stage History
| Date | Stage | What | Who |
|---|---|---|---|
| Oct 23, 2026 | Done | Service done | |
| Oct 7, 2026 | Review | Review clicked | |
| Oct 6, 2026 | Review | Review sent | |
| Oct 3, 2026 | Paid | Payment 263.68 | |
| Oct 1, 2026 | Paid | Invoice #3653 paid | |
| Sep 30, 2026 | Done | Service done | |
| Sep 28, 2026 | Done | Service done | |
| Sep 8, 2026 | Done | Service done | |
| Sep 6, 2026 | Paid | Payment 153.68 | |
| Sep 4, 2026 | Done | Service done | |
| Sep 1, 2026 | Paid | Invoice #3295 paid | |
| Aug 24, 2026 | Done | Service done | |
| Aug 14, 2026 | Paid | Payment 160.36 | |
| Aug 7, 2026 | Done | Service done | |
| Aug 1, 2026 | Paid | Invoice #2907 paid | |
| Jul 20, 2026 | Paid | Payment 308.04 | |
| Jul 17, 2026 | Done | Service done | |
| Jul 1, 2026 | Paid | Invoice #2472 paid | |
| Jun 29, 2026 | Done | Service done | |
| Jun 17, 2026 | Done | Service done | |
| Jun 4, 2026 | Paid | Payment 209.36 | |
| Jun 2, 2026 | Done | Service done | |
| Jun 1, 2026 | Paid | Invoice #2051 paid | |
| May 11, 2026 | Done | Service done | |
| May 9, 2026 | Paid | Payment 215.36 | |
| May 4, 2026 | Done | Service done | |
| May 1, 2026 | Paid | Invoice #1656 paid | |
| Apr 27, 2026 | Done | Service done | |
| Apr 20, 2026 | Paid | Payment 104.00 | |
| Apr 10, 2026 | Done | Service done | |
| Apr 1, 2026 | Paid | Invoice #1269 paid | |
| Mar 30, 2026 | Done | Service done | |
| Mar 5, 2026 | Paid | Payment 55.68 | |
| Mar 4, 2026 | Done | Service done | |
| Mar 1, 2026 | Paid | Invoice #921 paid | |
| Feb 3, 2026 | Paid | Payment 110.68 | |
| Feb 1, 2026 | Paid | Invoice #597 paid | |
| Jan 26, 2026 | Done | Service done | |
| Dec 9, 2025 | Paid | Payment 110.68 | |
| Dec 1, 2025 | Paid | Invoice #262 paid | |
| Nov 18, 2025 | Done | Service done | |
| Dec 17, 2024 | Lead | Lead: Google Search |
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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