Premier Lawn - 9 Visit
$70.00Paid
12
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Brian Carter
Lead source: Google Search · Tax: Demo City 10.75%
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.
LeadJul 16
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledNov 4
DoneOct 20
PaidSep 1
Review
Paid · Step 8 of 9 · 4 skipped
Next: Ask for Review
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$614.6975% margin
Customer For2.3 yearssince Jul 16, 2024
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewNot askedask from the Reviews tabWorth HavingWorth havingMargin 75%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$1,200.00Paid
$923.36Delivered
$711.68Profit
$4.87Chemical
$206.81Labor
6.89Hours
$276.64Paid ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 77.1% margin. Time is the estimate for that size.
October 2026
Paid $110.00Delivered $128.87Profit $98.77
Delivered
Premier Lawn - Fall Disease Guard
Chemical $0.10Labor $14.70Profit $53.970.49 hr
Azoxystrobin 2SC, 0-0-25 Potash Liquid
$68.77
Essential Lawn - Fall Pre-emergent
Chemical $0.41Labor $14.89Profit $44.790.50 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$60.10
September 2026
Paid $110.00
Paid
Premier Lawn - 9 Visit
$70.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
No work this month.
August 2026
Paid $110.00Delivered $128.05Profit $98.36
Paid
Premier Lawn - 9 Visit
$70.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $14.89Profit $44.390.50 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$59.28
Premier Lawn - Late Summer Feed
Chemical $0.10Labor $14.70Profit $53.970.49 hr
16-4-8 Liquid Fertilizer, Soil Wetting Agent
$68.77
July 2026
Paid $110.00Delivered $68.58Profit $53.88
Paid
Premier Lawn - 9 Visit
$70.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Premier Lawn - Insect & Iron
Chemical $0.00Labor $14.70Profit $53.880.49 hr
Bifenthrin 7.9%, Iron Plus 6%
$68.58
June 2026
Paid $110.00Delivered $130.91Profit $99.79
Paid
Premier Lawn - 9 Visit
$70.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Essential Lawn - Summer Feed & Weed
Chemical $1.43Labor $14.89Profit $45.810.50 hr
24-0-11 Granular, Celsius WG
$62.14
Premier Lawn - Summer Feed & Sedge
Chemical $0.10Labor $14.70Profit $53.970.49 hr
16-4-8 Liquid Fertilizer, Dismiss South
$68.77
May 2026
Paid $110.00Delivered $68.77Profit $53.97
Paid
Premier Lawn - 9 Visit
$70.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Premier Lawn - Grub Prevention
Chemical $0.10Labor $14.70Profit $53.970.49 hr
Acelepryn, Humic 12
$68.77
April 2026
Paid $110.00Delivered $130.00Profit $99.33
Paid
Premier Lawn - 9 Visit
$70.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Premier Lawn - Spring Green-Up
Chemical $0.97Labor $14.70Profit $54.850.49 hr
24-0-11 Granular, Iron Plus 6%
$70.52
Essential Lawn - Spring Green-Up
Chemical $0.10Labor $14.89Profit $44.490.50 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$59.48
March 2026
Paid $110.00Delivered $68.77Profit $53.97
Paid
Premier Lawn - 9 Visit
$70.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Premier Lawn - Broadleaf & Feed
Chemical $0.10Labor $14.70Profit $53.970.49 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$68.77
February 2026
Paid $110.00Delivered $60.10Profit $44.79
Paid
Premier Lawn - 9 Visit
$70.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Essential Lawn - Pre-emergent & Feed
Chemical $0.41Labor $14.89Profit $44.790.50 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$60.10
January 2026
Paid $70.00Delivered $69.36Profit $54.26
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Pre-emergent Round 1
Chemical $0.39Labor $14.70Profit $54.260.49 hr
Prodiamine 65 WDG, Atrazine 4L
$69.36
December 2025
Paid $70.00
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
No work this month.
November 2025
Paid $70.00Delivered $69.94Profit $54.56
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Winter Pre-emergent
Chemical $0.68Labor $14.70Profit $54.560.49 hr
Prodiamine 65 WDG, Celsius WG
$69.94
Money for this customer
Revenue$818.56
Costs$0.00
Left After Costs$818.56
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 9/1/26 | Invoice | INV-2026-3100 | Paid | $133.66 |
| 8/1/26 | Invoice | INV-2026-2711 | Paid | $70.98 |
| 7/1/26 | Invoice | INV-2026-2231 | Paid | $133.66 |
| 6/1/26 | Invoice | INV-2026-1867 | Paid | $70.98 |
| 5/1/26 | Invoice | INV-2026-1445 | Paid | $133.66 |
| 4/1/26 | Invoice | INV-2026-1085 | Paid | $70.98 |
| 3/1/26 | Invoice | INV-2026-0752 | Paid | $62.68 |
| 2/1/26 | Invoice | INV-2026-0428 | Paid | $70.98 |
| 12/1/25 | Invoice | INV-2025-0081 | Paid | $70.98 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.