Daniel Gray - Rental · Pelican Bend

Daniel Gray - Rental

Daniel Gray 222 Broadmoor Avenue, Baton Rouge LA 70815

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

LeadJan 18

ContactedSkipped

Site SurveySkipped

EstimateOct 21

SentOct 21 · 2 views

WonJun 29

ScheduledOct 25

DoneOct 7

PaidSep 1

ReviewAug 27

Sent · Step 5 of 10 · 2 skipped

Next: Waiting 3 days

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$468.30$535.20 lifetime

Margin, 12 Months74%$398.28 profit

Cost per Visit$15.219 visits in 12 months

Visits Done9last 12 months

Price per 1,000 sq ft$157.82company average $116.51

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

$840.00Paid

$606.52Delivered

$476.10Profit

$2.21Chemical

$128.21Labor

4.27Hours

$233.48Paid 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, 78.5% margin. Time is the estimate for that size.

October 2026

Paid $70.00Delivered $67.07Profit $52.74

Paid

10/1/26

Premier Lawn - 9 Visit

Date	What	Record	Status	Amount
9/1/26	Invoice	INV-2026-3432	Paid	$106.90
8/1/26	Invoice	INV-2026-3041	Paid	$156.90
7/1/26	Invoice	INV-2026-2639	Paid	$116.90
6/1/26	Invoice	INV-2026-2172	Paid	$156.90
5/1/26	Invoice	INV-2026-1799	Paid	$106.90
3/1/26	Invoice	INV-2026-1040	Paid	$66.90
2/1/26	Invoice	INV-2026-0710	Paid	$156.90
12/1/25	Invoice	INV-2025-0370	Paid	$116.90