12
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Susan James - Rental
Susan James
3516 Louisiana Highway 27, Sulphur LA 70665
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.
LeadApr 23
ContactedSkipped
EstimateJan 1
SentJan 1
WonSkipped
ScheduledSkipped
DoneSkipped
PaidSkipped
ReviewAug 28
Review · Step 9 of 9 · 5 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 YearNo data yetfills in with the first invoice
Margin, 12 MonthsNo data yetneeds invoices + a program
Cost per VisitNo data yetno visits in 12 months
Visits Done0last 12 months
Drive per VisitNo data yetfills in from Route drive times
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
5,700Turf ft²
1,400Landscape ft²
0Pond ft²
800Surface ft²
1Difficulty
Sulphur 1Team
$55.00Monthly
$0.00One-Time Payment
Where this property stands
No program is assigned, so there is no monthly rank yet.
638 properties are on a program. The average of those is $82.60 a month.
This customer has 2 properties. The customer rank adds them together. This rank is only this property.
Stage History
| Date | Stage | What | Who |
|---|---|---|---|
| Sep 20, 2026 | Paid | Payment 45.68 | |
| Sep 1, 2026 | Paid | Invoice #3315 paid | |
| Aug 28, 2026 | Review | Review sent | |
| Jul 7, 2026 | Paid | Payment 45.68 | |
| Jul 1, 2026 | Paid | Invoice #2495 paid | |
| May 11, 2026 | Paid | Payment 45.68 | |
| May 1, 2026 | Paid | Invoice #1675 paid | |
| Mar 18, 2026 | Paid | Payment 45.68 | |
| Mar 1, 2026 | Paid | Invoice #935 paid | |
| Jan 11, 2026 | Lost | Estimate #25 lost | |
| Jan 1, 2026 | Sent | Estimate #25 sent | |
| Jan 1, 2026 | Estimate | Estimate #25 | |
| Apr 23, 2023 | Lead | Lead: Facebook |
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.
Signature Lawn - 7 VisitMonthlyRenewable5,700 ft²Difficulty 1