Shrub & Bed Care - 6 Visit
$24.42Paid
4
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Elizabeth Jenkins
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.
LeadSep 24
ContactedSkipped
EstimateOct 6
SentOct 6
Won
Scheduled
DoneSep 1
PaidOct 1
ReviewSep 2
Sent · Step 4 of 9 · 1 skipped
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$128.9061% margin
Customer For4.1 yearssince Sep 24, 2022
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewAskedSep 2, 2026Worth HavingWorth havingMargin 61%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$195.36Paid
$244.27Delivered
$178.21Profit
$0.17Chemical
$65.88Labor
2.20Hours
$48.90Work ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 73.0% margin. Time is the estimate for that size.
September 2026
Paid $24.42Delivered $48.78Profit $35.60
Paid
Delivered
Shrub & Bed Care - Late Summer Feed
Chemical $0.00Labor $13.18Profit $35.600.44 hr
16-4-8 Liquid Fertilizer
$48.78
August 2026
Paid $24.42
Paid
Shrub & Bed Care - 6 Visit
$24.42Paid
Delivered
No work this month.
July 2026
Paid $24.42Delivered $48.78Profit $35.60
Paid
Shrub & Bed Care - 6 Visit
$24.42Paid
Delivered
Shrub & Bed Care - Summer Insect
Chemical $0.00Labor $13.18Profit $35.600.44 hr
Bifenthrin 7.9%
$48.78
June 2026
Paid $24.42
Paid
Shrub & Bed Care - 6 Visit
$24.42Paid
Delivered
No work this month.
May 2026
Paid $24.42Delivered $48.78Profit $35.60
Paid
Shrub & Bed Care - 6 Visit
$24.42Paid
Delivered
Shrub & Bed Care - Disease Guard
Chemical $0.00Labor $13.18Profit $35.600.44 hr
Daconil Weatherstik
$48.78
April 2026
Paid $24.42
Paid
Shrub & Bed Care - 6 Visit
$24.42Paid
Delivered
No work this month.
March 2026
Paid $24.42Delivered $49.15Profit $35.81
Paid
Shrub & Bed Care - 6 Visit
$24.42Paid
Delivered
Shrub & Bed Care - Spring Feed & Insect
Chemical $0.17Labor $13.18Profit $35.810.44 hr
Merit 75 WSP, 16-4-8 Liquid Fertilizer
$49.15
February 2026
Paid $24.42Delivered $48.78Profit $35.60
Paid
Shrub & Bed Care - 6 Visit
$24.42Paid
Delivered
Shrub & Bed Care - Dormant Oil
Chemical $0.00Labor $13.18Profit $35.600.44 hr
Horticultural Oil
$48.78
Money for this customer
Revenue$211.90
Costs$0.00
Left After Costs$211.90
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 10/1/26 | Invoice | INV-2026-3496 | Paid | $42.38 |
| 8/1/26 | Invoice | INV-2026-2713 | Paid | $42.38 |
| 6/1/26 | Invoice | INV-2026-1864 | Paid | $42.38 |
| 4/1/26 | Invoice | INV-2026-1088 | Paid | $42.38 |
| 3/1/26 | Invoice | INV-2026-0766 | Paid | $42.38 |
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.