Essential Lawn - 5 Visit
$40.00Paid
12
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Karen Carter
Lead source: Website · 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 25
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledFeb 10
DoneOct 19
PaidOct 1
ReviewAug 28
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$514.0574% margin
Customer For28 dayssince Sep 25, 2026
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewClicked linkAug 28, 2026Worth HavingWorth havingMargin 74%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$574.55Paid
$672.39Delivered
$513.50Profit
$2.23Chemical
$156.67Labor
5.22Hours
$97.85Work ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 76.4% margin. Time is the estimate for that size.
October 2026
Paid $70.65Delivered $60.79Profit $45.70
Delivered
Essential Lawn - Fall Pre-emergent
Chemical $0.39Labor $14.70Profit $45.700.49 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$60.79
September 2026
Paid $70.65Delivered $52.54Profit $40.66
Paid
Essential Lawn - 5 Visit
$40.00Paid
Mosquito Shield - Monthly
$30.65Paid
Delivered
Mosquito Shield - Mosquito Visit 7
Chemical $0.00Labor $11.88Profit $40.660.40 hr
Mosquito Barrier
$52.54
August 2026
Paid $70.65Delivered $165.02Profit $126.56
Paid
Essential Lawn - 5 Visit
$40.00Paid
Mosquito Shield - Monthly
$30.65Paid
Delivered
Mosquito Shield - Mosquito Visit 5
Chemical $0.00Labor $11.88Profit $40.660.40 hr
Mosquito Barrier
$52.54
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $14.70Profit $45.230.49 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$59.94
Mosquito Shield - Mosquito Visit 6
Chemical $0.00Labor $11.88Profit $40.660.40 hr
Mosquito Barrier
$52.54
July 2026
Paid $70.65Delivered $52.54Profit $40.66
Paid
Essential Lawn - 5 Visit
$40.00Paid
Mosquito Shield - Monthly
$30.65Paid
Delivered
Mosquito Shield - Mosquito Visit 4
Chemical $0.00Labor $11.88Profit $40.660.40 hr
Mosquito Barrier
$52.54
June 2026
Paid $70.65Delivered $62.93Profit $46.86
Paid
Essential Lawn - 5 Visit
$40.00Paid
Mosquito Shield - Monthly
$30.65Paid
Delivered
Essential Lawn - Summer Feed & Weed
Chemical $1.36Labor $14.70Profit $46.860.49 hr
24-0-11 Granular, Celsius WG
$62.93
May 2026
Paid $70.65Delivered $105.08Profit $81.33
Paid
Essential Lawn - 5 Visit
$40.00Paid
Mosquito Shield - Monthly
$30.65Paid
Delivered
Mosquito Shield - Mosquito Visit 2
Chemical $0.00Labor $11.88Profit $40.660.40 hr
Mosquito Barrier
$52.54
Mosquito Shield - Mosquito Visit 3
Chemical $0.00Labor $11.88Profit $40.660.40 hr
Mosquito Barrier
$52.54
April 2026
Paid $70.65Delivered $112.69Profit $86.01
Paid
Essential Lawn - 5 Visit
$40.00Paid
Mosquito Shield - Monthly
$30.65Paid
Delivered
Mosquito Shield - Mosquito Visit 1
Chemical $0.00Labor $11.88Profit $40.660.40 hr
Mosquito Barrier
$52.54
Essential Lawn - Spring Green-Up
Chemical $0.10Labor $14.70Profit $45.350.49 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$60.15
March 2026
Paid $40.00
Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
No work this month.
February 2026
Paid $40.00Delivered $60.79Profit $45.70
Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Essential Lawn - Pre-emergent & Feed
Chemical $0.39Labor $14.70Profit $45.700.49 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$60.79
Money for this customer
Revenue$698.78
Costs$0.00
Left After Costs$698.78
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 10/1/26 | Invoice | INV-2026-3497 | Paid | $64.98 |
| 9/1/26 | Invoice | INV-2026-3109 | Paid | $190.94 |
| 8/1/26 | Invoice | INV-2026-2715 | Paid | $64.98 |
| 7/1/26 | Invoice | INV-2026-2241 | Paid | $60.98 |
| 6/1/26 | Invoice | INV-2026-1871 | Paid | $129.96 |
| 5/1/26 | Invoice | INV-2026-1454 | Paid | $125.96 |
| 3/1/26 | Invoice | INV-2026-0760 | Paid | $60.98 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.