4
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Karen Wilson - Lake House
Karen Wilson
3650 East Burton Street, Sulphur LA 70663
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.
LeadMar 15
ContactedSkipped
Site SurveySkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledFeb 10
DoneOct 25
PaidOct 1
Review
Paid · Step 9 of 10 · 5 skipped
Next: Ask for Review
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$470.00$535.00 lifetime
Margin, 12 Months72%$386.26 profit
Cost per Visit$11.4413 visits in 12 months
Visits Done13last 12 months
Price per 1,000 sq ft$500.98company average $116.51
Drive per Visit16 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
3,100Turf ft²
0Landscape ft²
0Pond ft²
1,600Surface ft²
1Difficulty
Sulphur 2Team
$112.09Monthly
$0.00One-Time Payment
Where this property stands
65th of 638 properties on a program, ranked by monthly price.
This property pays $129.42 a month. The average is $82.49, 1.6× that average.
This customer has 4 properties. The customer rank adds them together. This rank is only this property.
Every program property, lowest monthly to highest
OthersThis propertyAverage $82.49
Stage History
| Date | Stage | What | Who |
|---|---|---|---|
| Oct 25, 2026 | Done | Service done | |
| Oct 11, 2026 | Done | Service done | |
| Oct 6, 2026 | Paid | Payment 170.32 | |
| Oct 1, 2026 | Paid | Invoice #3711 paid | |
| Sep 30, 2026 | Done | Service done | |
| Sep 14, 2026 | Done | Service done | |
| Sep 12, 2026 | Paid | Payment 337.68 | |
| Sep 1, 2026 | Paid | Invoice #3367 paid | |
| Aug 21, 2026 | Done | Service done | |
| Aug 6, 2026 | Paid | Payment 65.32 | |
| Aug 1, 2026 | Paid | Invoice #2973 paid | |
| Jul 4, 2026 | Paid | Payment 377.68 | |
| Jul 1, 2026 | Paid | Invoice #2553 paid | |
| Jun 27, 2026 | Done | Service done | |
| Jun 16, 2026 | Done | Service done | |
| Jun 4, 2026 | Paid | Payment 121.64 | |
| Jun 1, 2026 | Paid | Invoice #2107 paid | |
| May 9, 2026 | Paid | Payment 321.36 | |
| May 1, 2026 | Paid | Invoice #1727 paid | |
| Apr 28, 2026 | Done | Service done | |
| Apr 20, 2026 | Done | Service done | |
| Apr 16, 2026 | Paid | Payment 121.32 | |
| Apr 1, 2026 | Paid | Invoice #1322 paid | |
| Mar 17, 2026 | Paid | Payment 381.44 | |
| Mar 15, 2026 | Lead | Lead: Yard Sign | |
| Mar 3, 2026 | Done | Service done | |
| Mar 1, 2026 | Paid | Invoice #983 paid | |
| Feb 21, 2026 | Done | Service done | |
| Feb 14, 2026 | Done | Service done | |
| Nov 16, 2025 | Paid | Payment 134.08 | |
| Nov 1, 2025 | Paid | Invoice #56 paid | |
| Oct 27, 2025 | Done | Service done |
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.
Bed & Gravel Weed ControlMonthlyRenewable1,600 ft²Difficulty 1
Essential Lawn - 5 VisitMonthlyRenewable3,100 ft²Difficulty 1
Notes, voice notes and sketches attached here show on this row.