4
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Karen Bell - Home
Karen Bell
5111 Quarter Lane, Baton Rouge LA 70809
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.
LeadJun 5
ContactedOct 15
Site SurveySkipped
EstimateAug 10
SentAug 10
Won
Scheduled
Done
Paid
Review
Sent · Step 5 of 10 · 1 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
Service History
What was put on the yard. This is the record, not the bill.
Nothing has been logged here yet.
Notes, voice notes and sketches attached here show on this row.