Karen Carter

(337)555-0142 karen.carter13@example.com 10234 Florida Boulevard, Baton Rouge LA 70815

Lead source: Website · Tax: Demo Parish 9.75%

Call Text Email Directions Invoices Contract Offer Add-on Payment Methods

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.

Help Article

LeadSep 25

ContactedSkipped

Site SurveySkipped

EstimateSkipped

SentSkipped

WonSkipped

ScheduledFeb 10

DoneOct 18

PaidOct 1

ReviewAug 28

Review · Step 10 of 10 · 5 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.

Help Article

Lifetime ValueNo data yetfills in with the first payment Balance$0.00all paid

Profit, 12 Months$513.5573% margin

Customer For30 dayssince Sep 25, 2026

Pay SpeedNo data yetaverage days to pay

Callbacks0re-dos logged

ReviewClicked linkAug 28, 2026

Worth HavingWorth havingMargin 73%

EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route

Service History

What was put on the yard. This is the record, not the bill.

Chemicals Used

Turf

0-0-25 Potash Liquid1.29 Quarts
16-4-8 Liquid Fertilizer0.92 Gallons
24-0-11 Granular36.08 Pounds
Atrazine 4L7.64 Ounces
Celsius WG0.8 Ounces
Iron Plus 6%1.73 Pints
Nonionic Surfactant5.19 Ounces
Prodiamine 65 WDG3.58 Ounces
SpeedZone Southern EW9.92 Ounces

Landscape

Mosquito Barrier15.35 Ounces

10/18/26 Essential Lawn - Fall Pre-emergentKaren Carter - Home · Prodiamine 65 WDG, 0-0-25 Potash Liquid82 °F · Wind 9 mph E · Humidity 88% · Soil Wet · Rain Yes

Applied on TurfOpen water NoSensitive area No

08:05:00 to 08:25:00 · 20 min · Hunter Doucet

Product	Where	Used	Rate	How
Prodiamine 65 WDG EPA 100-834-DEMO Prodiamine 65%	Turf	1.78 Ounces	0.18 Fluid Ounce / 1,000 Square Ft.	Hose Reel
0-0-25 Potash Liquid K 25%	Turf	1.29 Quarts	4 Fluid Ounce / 1,000 Square Ft.	Hose Reel

9/28/26 Mosquito Shield - Mosquito Visit 7Karen Carter - Home · Mosquito Barrier89 °F · Wind 11 mph NE · Humidity 61% · Soil Moist

Applied on LandscapeOpen water NoSensitive area No

08:35:00 to 09:00:00 · 25 min · Hunter Doucet

Product	Where	Used	Rate	How
Mosquito Barrier EPA 279-3206-DEMO BifenthrinPrallethrin	Landscape	2.27 Ounces	0.75 Fluid Ounce / 1,000 Square Ft.	Hose Reel

8/30/26 Mosquito Shield - Mosquito Visit 6Karen Carter - Home · Mosquito Barrier87 °F · Wind 12 mph E · Humidity 56% · Soil Dry

Applied on LandscapeOpen water NoSensitive area No

09:51:00 to 10:11:00 · 20 min · Hunter Doucet

Product	Where	Used	Rate	How
Mosquito Barrier EPA 279-3206-DEMO BifenthrinPrallethrin	Landscape	2.34 Ounces	0.75 Fluid Ounce / 1,000 Square Ft.	Hose Reel

8/27/26 Essential Lawn - Late Summer FeedKaren Carter - Home · 16-4-8 Liquid Fertilizer, Iron Plus 6%93 °F · Wind 10 mph N · Humidity 78% · Soil Moist · Rain Yes

Applied on TurfOpen water NoSensitive area No

08:42:00 to 09:02:00 · 20 min · Hunter Doucet

Product	Where	Used	Rate	How
16-4-8 Liquid Fertilizer N 16%P 4%K 8%	Turf	1.78 Quarts	6 Fluid Ounce / 1,000 Square Ft.	Hose Reel
Iron Plus 6% Iron 6%Sulfur 4%	Turf	1.73 Pints	3 Fluid Ounce / 1,000 Square Ft.	Hose Reel

8/1/26 Mosquito Shield - Mosquito Visit 5Karen Carter - Home · Mosquito Barrier86 °F · Wind 5 mph E · Humidity 80% · Soil Wet

Applied on LandscapeOpen water NoSensitive area No

08:19:00 to 08:41:00 · 22 min · Hunter Doucet

Product	Where	Used	Rate	How
Mosquito Barrier EPA 279-3206-DEMO BifenthrinPrallethrin	Landscape	2.05 Ounces	0.75 Fluid Ounce / 1,000 Square Ft.	Hose Reel

7/2/26 Mosquito Shield - Mosquito Visit 4Karen Carter - Home · Mosquito Barrier97 °F · Wind 8 mph NW · Humidity 88% · Soil Moist

Applied on LandscapeOpen water NoSensitive area No

08:59:00 to 09:24:00 · 25 min · Hunter Doucet

Product	Where	Used	Rate	How
Mosquito Barrier EPA 279-3206-DEMO BifenthrinPrallethrin	Landscape	2.23 Ounces	0.75 Fluid Ounce / 1,000 Square Ft.	Hose Reel

6/21/26 Essential Lawn - Summer Feed & WeedKaren Carter - Home · 24-0-11 Granular, Celsius WG88 °F · Wind 9 mph W · Humidity 51% · Soil Wet · Rain Yes

Applied on TurfOpen water NoSensitive area No

09:10:00 to 09:31:00 · 21 min · Hunter Doucet

Product	Where	Used	Rate	How
24-0-11 Granular N 24%K 11%	Turf	36.08 Pounds	4 Pound / 1,000 Square Ft.	Hose Reel
Celsius WG EPA 432-1507-DEMO ThiencarbazoneIodosulfuronDicamba	Turf	0.8 Ounces	0.09 Fluid Ounce / 1,000 Square Ft.	Hose Reel

5/29/26 Mosquito Shield - Mosquito Visit 3Karen Carter - Home · Mosquito Barrier89 °F · Wind 9 mph SE · Humidity 89% · Soil Moist · Rain Yes

Applied on LandscapeOpen water NoSensitive area No

09:13:00 to 09:34:00 · 21 min · Paige Savoie

Product	Where	Used	Rate	How
Mosquito Barrier EPA 279-3206-DEMO BifenthrinPrallethrin	Landscape	2.03 Ounces	0.75 Fluid Ounce / 1,000 Square Ft.	Hose Reel

5/7/26 Mosquito Shield - Mosquito Visit 2Karen Carter - Home · Mosquito Barrier82 °F · Wind 3 mph S · Humidity 84% · Soil Moist

Applied on LandscapeOpen water NoSensitive area No

10:16:00 to 10:38:00 · 22 min · Hunter Doucet

Product	Where	Used	Rate	How
Mosquito Barrier EPA 279-3206-DEMO BifenthrinPrallethrin	Landscape	2.25 Ounces	0.75 Fluid Ounce / 1,000 Square Ft.	Hose Reel

4/22/26 Essential Lawn - Spring Green-UpKaren Carter - Home · 16-4-8 Liquid Fertilizer, SpeedZone Southern EW78 °F · Wind 2 mph N · Humidity 67% · Soil Moist

Applied on TurfOpen water NoSensitive area No

08:16:00 to 08:38:00 · 22 min · Hunter Doucet

Product	Where	Used	Rate	How
16-4-8 Liquid Fertilizer N 16%P 4%K 8%	Turf	1.89 Quarts	6 Fluid Ounce / 1,000 Square Ft.	Hose Reel
SpeedZone Southern EW EPA 2217-1053-DEMO 24-DMecopropDicambaCarfentrazone	Turf	9.92 Ounces	1.1 Fluid Ounce / 1,000 Square Ft.	Hose Reel

4/8/26 Mosquito Shield - Mosquito Visit 1Karen Carter - Home · Mosquito Barrier72 °F · Wind 12 mph SE · Humidity 72% · Soil Dry

Applied on LandscapeOpen water NoSensitive area No

09:06:00 to 09:32:00 · 26 min · Hunter Doucet

Product	Where	Used	Rate	How
Mosquito Barrier EPA 279-3206-DEMO BifenthrinPrallethrin	Landscape	2.18 Ounces	0.75 Fluid Ounce / 1,000 Square Ft.	Hose Reel

2/13/26 Essential Lawn - Pre-emergent & FeedKaren Carter - Home · Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant60 °F · Wind 6 mph E · Humidity 64% · Soil Dry · Rain Yes

Applied on TurfOpen water NoSensitive area No

08:57:00 to 09:24:00 · 27 min · Hunter Doucet

Product	Where	Used	Rate	How
Prodiamine 65 WDG EPA 100-834-DEMO Prodiamine 65%	Turf	1.8 Ounces	0.18 Fluid Ounce / 1,000 Square Ft.	Hose Reel
Atrazine 4L EPA 100-497-DEMO Atrazine 42.6%	Turf	7.64 Ounces	0.75 Fluid Ounce / 1,000 Square Ft.	Hose Reel
Nonionic Surfactant Alkylphenol ethoxylate	Turf	5.19 Ounces	0.5 Fluid Ounce / 1,000 Square Ft.	Hose Reel

Notes

Notes, voice notes and sketches attached here show on this row.