Signature Lawn - 7 Visit
$55.00Paid
4
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Rebecca Scott
Lead source: Google Search · Tax: Demo Parish 9.75%
Who this is, how to reach them, and where they are in the pipeline.MoreLess
- What It Does
- The green header shows the name, tags, contact pills (phone, email, billing address), lead source and tax. Buttons: Call, Text, Email, Directions, Invoices, Contract, Offer Add-on and Payment Methods, each with a tooltip, shown only when your role and modules allow. Below them is the stage line with dates and the Next step with Log Call. Green dots are done, a hollow green ring is a step that was skipped, and the blue dot is where they are now. On a phone the line is one row of dots with the current stage named under it; tap a dot to see its name and date.
- What It Changes
- Nothing changes until you tap something. Call and Text open your phone.
- How to Use
- Tap a pill or button to reach the customer.
- Read the stage line.
- Tap the Next step.
Shady Lawn
LeadJan 1
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledOct 26
DoneOct 4
PaidSep 1
ReviewAug 22
Review · Step 9 of 9 · 4 skipped
Next:
Where this customer is, from Lead to Review, and what to do next.MoreLess
- What It Does
- Shows opt-outs (the stage line, dates and next step are in the green header at the top), lifetime value, win ratio, balance and, if you can See Profit, the 12-month margin (red below 15%, green above 30%). Labor is estimated until Time Clock is on. Drive per Visit comes from the drive times Route records (Drive to Start).
- What It Changes
- Log Call saves a call to the Comms history and Stage History. Nothing is ever dropped or deleted.
- How to Use
- Read the line.
- Tap the Next step.
- Use Log Call after a phone call.
- Open Stage History to see every move.
Lifetime ValueNo data yetfills in with the first paymentBalance$0.00all paid
Profit, 12 Months$794.1079% margin
Customer For296 dayssince Jan 1, 2026
Pay SpeedNo data yetaverage days to pay
Callbacks1re-dos logged
ReviewClicked linkAug 22, 2026Worth HavingWorth havingMargin 79%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$1,577.59Paid
$1,179.68Delivered
$923.85Profit
$4.22Chemical
$251.61Labor
8.39Hours
$397.91Paid ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 78.3% margin. Time is the estimate for that size.
October 2026
Paid $136.08Delivered $67.78Profit $53.84
Paid
Fire Ant & Flea - 2 Visit
$11.08Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Fall Disease Guard
Chemical $0.08Labor $13.86Profit $53.840.46 hr
Azoxystrobin 2SC, 0-0-25 Potash Liquid
$67.78
September 2026
Paid $136.08Delivered $61.50Profit $47.33
Paid
Signature Lawn - 7 Visit
$55.00Paid
Fire Ant & Flea - 2 Visit
$11.08Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Signature Lawn - Fall Feed & Disease Guard
Chemical $0.08Labor $14.09Profit $47.330.47 hr
0-0-25 Potash Liquid, Azoxystrobin 2SC
$61.50
August 2026
Paid $136.08Delivered $134.28Profit $106.17
Paid
Signature Lawn - 7 Visit
$55.00Paid
Fire Ant & Flea - 2 Visit
$11.08Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Late Summer Feed
Chemical $0.08Labor $13.86Profit $53.840.46 hr
16-4-8 Liquid Fertilizer, Soil Wetting Agent
$67.78
Fire Ant & Flea - Fall Ant Bait
Chemical $0.08Labor $14.09Profit $52.330.47 hr
Fire Ant Bait
$66.50
July 2026
Paid $136.08Delivered $129.59Profit $101.31
Paid
Signature Lawn - 7 Visit
$55.00Paid
Fire Ant & Flea - 2 Visit
$11.08Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Insect & Iron
Chemical $0.00Labor $13.86Profit $53.740.46 hr
Bifenthrin 7.9%, Iron Plus 6%
$67.60
Signature Lawn - Summer Feed
Chemical $0.32Labor $14.09Profit $47.570.47 hr
16-4-8 Liquid Fertilizer, Celsius WG
$61.99
June 2026
Paid $136.08Delivered $129.12Profit $101.09
Paid
Signature Lawn - 7 Visit
$55.00Paid
Fire Ant & Flea - 2 Visit
$11.08Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Signature Lawn - Insect Shield
Chemical $0.00Labor $14.09Profit $47.250.47 hr
Bifenthrin 7.9%, Iron Plus 6%
$61.34
Premier Lawn - Summer Feed & Sedge
Chemical $0.08Labor $13.86Profit $53.840.46 hr
16-4-8 Liquid Fertilizer, Dismiss South
$67.78
May 2026
Paid $136.08Delivered $67.78Profit $53.84
Paid
Signature Lawn - 7 Visit
$55.00Paid
Fire Ant & Flea - 2 Visit
$11.08Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Grub Prevention
Chemical $0.08Labor $13.86Profit $53.840.46 hr
Acelepryn, Humic 12
$67.78
April 2026
Paid $136.08Delivered $199.19Profit $155.33
Paid
Signature Lawn - 7 Visit
$55.00Paid
Fire Ant & Flea - 2 Visit
$11.08Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Spring Green-Up
Chemical $0.75Labor $13.86Profit $54.790.46 hr
24-0-11 Granular, Iron Plus 6%
$69.40
Fire Ant & Flea - Spring Ant Bait
Chemical $0.08Labor $14.09Profit $52.330.47 hr
Fire Ant Bait
$66.50
Signature Lawn - Green-Up & Sedge
Chemical $0.97Labor $14.09Profit $48.220.47 hr
24-0-11 Granular, Sedgehammer Plus
$63.28
March 2026
Paid $125.00Delivered $129.28Profit $101.17
Paid
Signature Lawn - 7 Visit
$55.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Broadleaf & Feed
Chemical $0.08Labor $13.86Profit $53.840.46 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$67.78
Signature Lawn - Weed Control & Feed
Chemical $0.08Labor $14.09Profit $47.330.47 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$61.50
February 2026
Paid $125.00
Paid
Signature Lawn - 7 Visit
$55.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
No work this month.
January 2026
Paid $125.00Delivered $130.31Profit $101.73
Paid
Signature Lawn - 7 Visit
$55.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Signature Lawn - Pre-emergent Round 1
Chemical $0.32Labor $14.09Profit $47.570.47 hr
Prodiamine 65 WDG, Atrazine 4L, Spray Pattern Dye
$61.99
Premier Lawn - Pre-emergent Round 1
Chemical $0.30Labor $13.86Profit $54.160.46 hr
Prodiamine 65 WDG, Atrazine 4L
$68.32
December 2025
Paid $125.00
Paid
Signature Lawn - 7 Visit
$55.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
No work this month.
November 2025
Paid $125.00Delivered $130.85Profit $102.04
Paid
Signature Lawn - 7 Visit
$55.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Signature Lawn - Winter Pre-emergent
Chemical $0.32Labor $14.09Profit $47.570.47 hr
Prodiamine 65 WDG, Atrazine 4L
$61.99
Premier Lawn - Winter Pre-emergent
Chemical $0.53Labor $13.86Profit $54.470.46 hr
Prodiamine 65 WDG, Celsius WG
$68.86
Money for this customer
Revenue$1,002.32
Costs$0.00
Left After Costs$1,002.32
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 9/1/26 | Invoice | INV-2026-3101 | Paid | $129.04 |
| 8/1/26 | Invoice | INV-2026-2711 | Paid | $124.04 |
| 7/1/26 | Invoice | INV-2026-2231 | Paid | $124.04 |
| 6/1/26 | Invoice | INV-2026-1862 | Paid | $63.50 |
| 5/1/26 | Invoice | INV-2026-1442 | Paid | $189.58 |
| 4/1/26 | Invoice | INV-2026-1086 | Paid | $124.04 |
| 2/1/26 | Invoice | INV-2026-0424 | Paid | $124.04 |
| 12/1/25 | Invoice | INV-2025-0077 | Paid | $124.04 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.
Notes, voice notes and sketches attached here show on this row.