Patricia Allen - Home

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Patricia Allen - Home
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Patricia Allen - Home

Patricia Allen 106 Murat Circle, Lafayette 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
LeadJun 14
ScheduledFeb 1
DoneOct 22
PaidSep 1
ReviewAug 21
Review · Step 10 of 10 · 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
  1. Check the margin.
  2. If Losing Money shows, click Price Change or Review Account.
Help Article
Revenue This Year$899.12$943.20 lifetime
Margin, 12 Months82%$771.26 profit
Cost per Visit$11.4615 visits in 12 months
Visits Done15last 12 months
Price per 1,000 sq ft$189.31company average $116.51
Drive per Visit14 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

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
  1. Check the pin.
  2. Check the lot line.
  3. Use Measure to draw the turf.
Help Article

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
  1. Press Move.
  2. Turn it to the best angle.
  3. Press Save View.
Help Article
6,200Turf ft²
400Landscape ft²
0Pond ft²
1,800Surface ft²
2Difficulty
Lafayette 2Team
$60.31Monthly
$0.00One-Time Payment

Where this property stands

145th of 638 properties on a program, ranked by monthly price.

This property pays $97.81 a month. The average is $82.49, 1.2× that average.

This customer has 3 properties. The customer rank adds them together. This rank is only this property.

Against the Top Monthly

This property$97.81
Highest$335.14

Where the Year Goes

Chemical $1.44 Labor $166.75 Profit $1,005.53

Gross Margin

This property85.7%
Average84.1%

Margin is what is left after chemical and labor overhead, using the price actually paid.

Every program property, lowest monthly to highest

OthersThis propertyAverage $82.49
Stage History
DateStageWhatWho
Oct 22, 2026DoneService done
Oct 16, 2026DoneService done
Sep 12, 2026PaidPayment 446.46
Sep 1, 2026PaidInvoice #3400 paid
Aug 28, 2026DoneService done
Aug 28, 2026DoneService done
Aug 22, 2026ReviewReview clicked
Aug 21, 2026ReviewReview sent
Aug 20, 2026DoneService done
Aug 19, 2026PaidPayment 236.58
Aug 1, 2026PaidInvoice #3011 paid
Jul 5, 2026DoneService done
Jul 4, 2026PaidPayment 347.08
Jul 1, 2026PaidInvoice #2599 paid
Jun 22, 2026DoneService done
Jun 21, 2026PaidPayment 236.58
Jun 18, 2026DoneService done
Jun 14, 2026LeadLead: Other
Jun 1, 2026PaidInvoice #2144 paid
May 18, 2026DoneService done
May 6, 2026PaidPayment 391.16
May 1, 2026PaidInvoice #1763 paid
Apr 12, 2026DoneService done
Apr 8, 2026DoneService done
Apr 7, 2026PaidPayment 122.20
Apr 4, 2026DoneService done
Apr 1, 2026PaidInvoice #1358 paid
Mar 20, 2026PaidPayment 119.38
Mar 1, 2026PaidInvoice #1013 paid
Feb 17, 2026PaidPayment 236.58
Feb 12, 2026DoneService done
Feb 1, 2026PaidInvoice #681 paid
Jan 30, 2026DoneService done
Dec 10, 2025PaidPayment 137.20
Dec 1, 2025PaidInvoice #343 paid
Nov 19, 2025PaidPayment 44.08
Nov 1, 2025PaidInvoice #60 paid
Oct 25, 2025DoneService 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
  1. Pick a program or a one-time Service.
  2. Check the start date.
  3. Click Assign.
Help Article
Essential Lawn - 5 VisitMonthlyRenewable6,200 ft²Difficulty 2
Billing

Each Service bills that amount on the 1st after the service is done. It is not added to the monthly payment.

$480.00Billed / Year
$40.00Monthly
$1.43Chemical
$66.84Labor Overhead
$411.74Gross Profit
85.8%Gross Margin
StepServiceTBCVisit PriceDone
1Essential Lawn - Pre-emergent & FeedFebruary 10th$55.092/12/26
2Essential Lawn - Spring Green-UpApril 15th$54.684/12/26
3Essential Lawn - Summer Feed & WeedJune 15th$56.466/22/26
4Essential Lawn - Late Summer FeedAugust 20th$54.558/20/26
5Essential Lawn - Fall Pre-emergentOctober 15th$55.0910/16/26

Monthly Override

Calculated monthly is $40.00. Leave blank to use that.

$
Shrub & Bed Care - 6 VisitMonthlyRenewable400 ft²Difficulty 2
Billing

Each Service bills that amount on the 1st after the service is done. It is not added to the monthly payment.

$243.72Billed / Year
$20.31Monthly
$0.01Chemical
$66.92Labor Overhead
$176.79Gross Profit
72.5%Gross Margin
StepServiceTBCVisit PriceDone
1Shrub & Bed Care - Dormant OilFebruary 1st$40.621/30/26
2Shrub & Bed Care - Spring Feed & InsectApril 1st$40.644/4/26
3Shrub & Bed Care - Disease GuardMay 20th$40.625/18/26
4Shrub & Bed Care - Summer InsectJuly 5th$40.627/5/26
5Shrub & Bed Care - Late Summer FeedAugust 25th$40.628/28/26
6Shrub & Bed Care - Fall OilOctober 20th$40.6210/22/26

Monthly Override

Calculated monthly is $20.31. Leave blank to use that.

$
Notes

Notes, voice notes and sketches attached here show on this row.

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