4
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Daniel Gray - Rental
Daniel Gray
222 Broadmoor Avenue, Baton Rouge LA 70815
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.
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.
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
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
8,500Turf ft²
300Landscape ft²
0Pond ft²
1,100Surface ft²
1Difficulty
Baton Rouge 2Team
$70.00Monthly
$0.00One-Time Payment
Where this property stands
103rd of 638 properties on a program, ranked by monthly price.
This property pays $111.79 a month. The average is $82.49, 1.4× that average.
This customer has 2 properties. The customer rank adds them together. This rank is only this property.
Every program property, lowest monthly to highest
OthersThis propertyAverage $82.49
Stage History
| Date | Stage | What | Who |
|---|---|---|---|
| Oct 21, 2026 | Sent | Estimate #67 sent | |
| Oct 21, 2026 | Estimate | Estimate #67 | |
| Oct 20, 2026 | Paid | Payment 50.00 | |
| Oct 7, 2026 | Done | Service done | |
| Oct 1, 2026 | Paid | Invoice #3770 paid | |
| Sep 18, 2026 | Paid | Payment 106.90 | |
| Sep 1, 2026 | Paid | Invoice #3432 paid | |
| Aug 27, 2026 | Review | Review clicked | |
| Aug 27, 2026 | Review | Review sent | |
| Aug 26, 2026 | Done | Service done | |
| Aug 18, 2026 | Paid | Payment 156.90 | |
| Aug 1, 2026 | Paid | Invoice #3041 paid | |
| Jul 27, 2026 | Done | Service done | |
| Jul 3, 2026 | Paid | Payment 116.90 | |
| Jul 1, 2026 | Paid | Invoice #2639 paid | |
| Jun 29, 2026 | Won | Estimate #9 won | |
| Jun 28, 2026 | Sent | Estimate #9 sent | |
| Jun 27, 2026 | Estimate | Estimate #9 | |
| Jun 17, 2026 | Paid | Payment 156.90 | |
| Jun 13, 2026 | Done | Service done | |
| Jun 1, 2026 | Paid | Invoice #2172 paid | |
| May 7, 2026 | Done | Service done | |
| May 3, 2026 | Paid | Payment 106.90 | |
| May 1, 2026 | Paid | Invoice #1799 paid | |
| Apr 14, 2026 | Paid | Payment 50.00 | |
| Apr 5, 2026 | Done | Service done | |
| Apr 1, 2026 | Paid | Invoice #1389 paid | |
| Mar 11, 2026 | Paid | Payment 66.90 | |
| Mar 1, 2026 | Paid | Invoice #1040 paid | |
| Feb 28, 2026 | Done | Service done | |
| Feb 14, 2026 | Paid | Payment 156.90 | |
| Feb 1, 2026 | Paid | Invoice #710 paid | |
| Jan 19, 2026 | Done | Service done | |
| Jan 18, 2026 | Lead | Lead: Yard Sign | |
| Dec 7, 2025 | Paid | Payment 116.90 | |
| Dec 1, 2025 | Paid | Invoice #370 paid | |
| Nov 18, 2025 | Done | Service 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
- Pick a program or a one-time Service.
- Check the start date.
- Click Assign.
Mosquito Shield - MonthlyEach ServiceRenewable300 ft²Difficulty 1
Premier Lawn - 9 VisitMonthlyRenewable8,500 ft²Difficulty 1
Signature Lawn - 7 VisitEach ServiceRenewable8,500 ft²Difficulty 1
Notes, voice notes and sketches attached here show on this row.