Egret Hollow Credit Co-op - Site 3

12
Claire GautreauxOwner

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Follow up on large patchSend estimate for bed weed controlFollow up on large patch
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Egret Hollow Credit Co-op - Site 3
Dashboard Base Board Waiting Services Upcoming Services This Month on Base Routing Today's Teams Tickets Waiting on Parts Done Tickets Route Quick Calc Tasks Customers Properties Quote Requests Tags Soil Tests Programs Services Products Equipment Reference Estimates Estimate Pipeline Estimate Templates Add-on Offers Renewals Estimate Reports Stages & Reasons Invoices Card Payments Statements Deposits Price Rules Price Changes Import Prices Vendors Expenses Bills Checks Purchase Orders Mileage Timesheets Time Off Pay Runs Commission 1099s Sales Tax Texting Bill Aging Revenue by Service P&L Cash Flow Budgets Ledger Money Log Reports Scorecard Employees Roles & Permissions Shop Wall Clock My Earnings Emails Messages Automations Text Assistant Send Safety Website Reviews Customer Survey Lead Sources Service Status Change Log Integrations
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Egret Hollow Credit Co-op - Site 3

Egret Hollow Credit Co-op 9271 Tasmania Avenue, Baton Rouge LA
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
LeadJul 18
ScheduledFeb 10
DoneOct 19
PaidOct 1
ReviewAug 19
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
  1. Check the margin.
  2. If Losing Money shows, click Price Change or Review Account.
Help Article
Revenue This Year$647.36$647.36 lifetime
Margin, 12 Months76%$488.79 profit
Cost per Visit$17.629 visits in 12 months
Visits Done9last 12 months
Price per 1,000 sq ft$45.47company average $116.66
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
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.