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DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Michael Cox - Home
Michael Cox
10848 Jefferson Highway, Baton Rouge LA 70816
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.
LeadOct 21
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledFeb 10
DoneOct 22
PaidOct 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$446.08$446.08 lifetime
Margin, 12 Months73%$325.86 profit
Cost per Visit$13.369 visits in 12 months
Visits Done9last 12 months
Price per 1,000 sq ft$78.11company 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
Equipment On Site
The customer's equipment at this property, like an irrigation controller, AC unit or pool pump.MoreLess
- What It Does
- Keeps each unit with its make, model, serial and the details that fit its kind, like an irrigation controller's zones.
- What It Changes
- Kept with the property and shown to the crew in Route on every Service there, so whoever goes knows what is on site.
- How to Use
- Pick the kind and click Add.
- Fill in the make, model, serial and its details.
- Click Save, then fill in its Zone Card if it has one.
The customer's irrigation controller, backflow device or bait stations at this property.
Notes, voice notes and sketches attached here show on this row.