Daniel Jones - Home · Pelican Bend

Daniel Jones - Home

Daniel Jones 9429 Bermuda Avenue, Baton Rouge LA

Call Text Email Directions 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: Tap Directions to drive there.
Tap the customer pill to open the customer.
Tap the Next step.

Help Article

Gate Code

LeadSep 11

ContactedSkipped

EstimateSkipped

SentSkipped

WonSkipped

ScheduledOct 25

DoneOct 18

PaidSep 1

ReviewAug 20

Review · Step 9 of 9 · 4 skipped

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.

Help Article

Revenue This Year$268.80$338.56 lifetime

Margin, 12 Months69%$232.59 profit

Cost per Visit$13.258 visits in 12 months

Visits Done8last 12 months

Price per 1,000 sq ft$109.67company average $116.51

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

$581.88Paid

$494.62Delivered

$385.60Profit

$1.47Chemical

$107.55Labor

3.58Hours

$87.26Paid ahead

Paid

Delivered

Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 78.0% margin. Time is the estimate for that size.

October 2026

Paid $261.88Delivered $54.47Profit $40.77

Paid

10/1/26

Essential Lawn - 5 Visit

Date	What	Record	Status	Amount
9/1/26	Invoice	INV-2026-3399	Paid	$49.76
7/1/26	Invoice	INV-2026-2598	Paid	$49.76
5/1/26	Invoice	INV-2026-1762	Paid	$49.76
3/1/26	Invoice	INV-2026-1012	Paid	$119.52
12/1/25	Invoice	INV-2025-0342	Paid	$69.76