5
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Nancy Roberts - Rental 2
Nancy Roberts
401 Orangewood Drive, Lafayette LA 70503
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 13
Contacted
Estimate
Sent
Won
Scheduled
Done
Paid
Review
Lead · Step 1 of 9
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
$0.00Paid
$0.00Delivered
$0.00Profit
$0.00Chemical
$0.00Labor
0.00Hours
$0.00Even
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor. Time is the estimate for that size.
Nothing has been billed or done for this customer yet.
Money for this property
Revenue$0.00
Costs$0.00
Left After Costs$0.00
Nothing attached yet. Attach purchase orders, expenses and bills from Invoices (Attach on each one).
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.