Essential Lawn - 5 Visit
$40.00Paid
12
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Anna Martin
Lead source: Facebook · 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.
LeadOct 11
ContactedSkipped
EstimateOct 5
SentOct 6 · 5 views
Won
Scheduled
DoneOct 19
PaidOct 1
ReviewOct 20
Sent · Step 4 of 9 · 1 skipped
Next: Waiting 17 days
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$249.2266% margin
Customer For1 yearssince Oct 11, 2025
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewClicked linkOct 20, 2026Worth HavingWorth havingMargin 66%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$432.83Paid
$464.32Delivered
$360.14Profit
$2.33Chemical
$101.86Labor
3.40Hours
$31.49Work ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 77.6% margin. Time is the estimate for that size.
October 2026
Paid $40.00Delivered $63.58Profit $48.66
Paid
Delivered
Essential Lawn - Fall Pre-emergent
Chemical $0.37Labor $14.55Profit $48.660.49 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$63.58
September 2026
Paid $52.14Delivered $72.83Profit $58.18
Paid
Essential Lawn - 5 Visit
$40.00Paid
Fire Ant & Flea - 2 Visit
$12.14Paid
Delivered
Fire Ant & Flea - Fall Ant Bait
Chemical $0.09Labor $14.55Profit $58.180.49 hr
Fire Ant Bait
$72.83
August 2026
Paid $52.14Delivered $62.58Profit $48.03
Paid
Essential Lawn - 5 Visit
$40.00Paid
Fire Ant & Flea - 2 Visit
$12.14Paid
Delivered
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $14.55Profit $48.030.49 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$62.58
July 2026
Paid $52.14
Paid
Essential Lawn - 5 Visit
$40.00Paid
Fire Ant & Flea - 2 Visit
$12.14Paid
Delivered
No work this month.
June 2026
Paid $52.14Delivered $66.09Profit $50.24
Paid
Essential Lawn - 5 Visit
$40.00Paid
Fire Ant & Flea - 2 Visit
$12.14Paid
Delivered
Essential Lawn - Summer Feed & Weed
Chemical $1.30Labor $14.55Profit $50.240.49 hr
24-0-11 Granular, Celsius WG
$66.09
May 2026
Paid $52.14
Paid
Essential Lawn - 5 Visit
$40.00Paid
Fire Ant & Flea - 2 Visit
$12.14Paid
Delivered
No work this month.
April 2026
Paid $52.14Delivered $135.66Profit $106.37
Paid
Essential Lawn - 5 Visit
$40.00Paid
Fire Ant & Flea - 2 Visit
$12.14Paid
Delivered
Essential Lawn - Spring Green-Up
Chemical $0.09Labor $14.55Profit $48.180.49 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$62.83
Fire Ant & Flea - Spring Ant Bait
Chemical $0.09Labor $14.55Profit $58.180.49 hr
Fire Ant Bait
$72.83
March 2026
Paid $40.00
Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
No work this month.
February 2026
Paid $40.00Delivered $63.58Profit $48.66
Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Essential Lawn - Pre-emergent & Feed
Chemical $0.37Labor $14.55Profit $48.660.49 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$63.58
Money for this customer
Revenue$377.72
Costs$0.00
Left After Costs$377.72
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 10/1/26 | Invoice | INV-2026-3494 | Paid | $69.62 |
| 9/1/26 | Invoice | INV-2026-3104 | Paid | $59.62 |
| 7/1/26 | Invoice | INV-2026-2235 | Paid | $59.62 |
| 5/1/26 | Invoice | INV-2026-1449 | Paid | $129.24 |
| 3/1/26 | Invoice | INV-2026-0756 | Paid | $59.62 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.