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DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Joseph Clark - Lake House
Joseph Clark
5329 Dijon Drive, Baton Rouge LA
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.
LeadNov 11
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledOct 26
DoneOct 1
PaidSep 1
Review
Paid · Step 8 of 9 · 4 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$666.60$775.20 lifetime
Margin, 12 Months74%$570.17 profit
Cost per Visit$13.6715 visits in 12 months
Visits Done15last 12 months
Price per 1,000 sq ft$163.59company average $116.75
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
7,000Turf ft²
0Landscape ft²
0Pond ft²
1,600Surface ft²
2Difficulty
Baton Rouge 1Team
$95.43Monthly
$0.00One-Time Payment
Where this property stands
154th of 638 properties on a program, ranked by monthly price.
This property pays $95.43 a month. The average is $82.66, 1.2× 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 $82.66
Stage History
| Date | Stage | What | Who |
|---|---|---|---|
| Oct 3, 2026 | Paid | Payment 47.14 | |
| Oct 1, 2026 | Paid | Invoice #3733 paid | |
| Oct 1, 2026 | Done | Service done | |
| Sep 8, 2026 | Paid | Payment 301.96 | |
| Sep 1, 2026 | Paid | Invoice #3392 paid | |
| Aug 31, 2026 | Done | Service done | |
| Aug 31, 2026 | Done | Service done | |
| Aug 14, 2026 | Paid | Payment 195.74 | |
| Aug 1, 2026 | Paid | Invoice #3004 paid | |
| Jul 20, 2026 | Done | Service done | |
| Jul 18, 2026 | Paid | Payment 215.16 | |
| Jul 10, 2026 | Done | Service done | |
| Jul 1, 2026 | Paid | Invoice #2593 paid | |
| Jun 16, 2026 | Paid | Payment 148.60 | |
| Jun 10, 2026 | Done | Service done | |
| Jun 1, 2026 | Paid | Invoice #2142 paid | |
| May 19, 2026 | Done | Service done | |
| May 15, 2026 | Done | Service done | |
| May 8, 2026 | Paid | Payment 349.10 | |
| May 1, 2026 | Paid | Invoice #1763 paid | |
| Apr 14, 2026 | Paid | Payment 61.80 | |
| Apr 3, 2026 | Done | Service done | |
| Apr 1, 2026 | Paid | Invoice #1358 paid | |
| Apr 1, 2026 | Done | Service done | |
| Mar 20, 2026 | Paid | Payment 240.50 | |
| Mar 2, 2026 | Done | Service done | |
| Mar 1, 2026 | Paid | Invoice #1007 paid | |
| Feb 19, 2026 | Paid | Payment 108.60 | |
| Feb 1, 2026 | Paid | Invoice #674 paid | |
| Jan 29, 2026 | Done | Service done | |
| Jan 26, 2026 | Done | Service done | |
| Dec 17, 2025 | Paid | Payment 61.80 | |
| Dec 1, 2025 | Paid | Invoice #347 paid | |
| Nov 21, 2025 | Paid | Payment 86.80 | |
| Nov 11, 2025 | Done | Service done | |
| Nov 1, 2025 | Paid | Invoice #65 paid | |
| Oct 24, 2025 | Done | Service done | |
| Nov 11, 2022 | Lead | Lead: Website |
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.
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