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DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Mary Richardson
Lead source: Other · 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.
Gate Code
LeadDec 22
ContactedSkipped
EstimateAug 15
SentAug 17
WonSkipped
ScheduledSkipped
DoneOct 21
PaidSep 1
ReviewAug 29
Review · Step 9 of 9 · 3 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$116.0058% margin
Customer For1.8 yearssince Dec 22, 2024
Pay SpeedNo data yetaverage days to pay
Callbacks1re-dos logged
ReviewClicked linkAug 29, 2026Worth HavingWorth havingMargin 58%
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
Landscape
- 16-4-8 Liquid Fertilizer1.05 Pints
- Bifenthrin 7.9%0.62 Ounces
- Daconil Weatherstik2.53 Ounces
- Horticultural Oil5.09 Ounces
- Merit 75 WSP0.12 Ounces
10/21/26 Shrub & Bed Care - Fall OilMary Richardson - Home · Horticultural Oil77 °F · Wind 2 mph W · Humidity 91% · Soil Dry
Applied on LandscapeOpen water NoSensitive area No
08:35:00 to 08:50:00 · 15 min · Isaac Romero
| Product | Where | Used | Rate | How |
|---|---|---|---|---|
| Horticultural Oil EPA 48813-1-DEMO Mineral oil 98% | Landscape | 2.48 Ounces | 2 Fluid Ounce / 1,000 Square Ft. | Hose Reel |
8/28/26 Shrub & Bed Care - Late Summer FeedMary Richardson - Home · 16-4-8 Liquid Fertilizer90 °F · Wind 6 mph N · Humidity 64% · Soil Dry · Rain Yes
Applied on LandscapeOpen water NoSensitive area No
08:34:00 to 08:48:00 · 14 min · Isaac Romero
| Product | Where | Used | Rate | How |
|---|---|---|---|---|
| 16-4-8 Liquid Fertilizer N 16%P 4%K 8% | Landscape | 9.11 Ounces | 6 Fluid Ounce / 1,000 Square Ft. | Hose Reel |
7/8/26 Shrub & Bed Care - Summer InsectMary Richardson - Home · Bifenthrin 7.9%87 °F · Wind 6 mph SW · Humidity 73% · Soil Dry
Applied on LandscapeOpen water NoSensitive area No
09:01:00 to 09:17:00 · 16 min · Isaac Romero
| Product | Where | Used | Rate | How |
|---|---|---|---|---|
| Bifenthrin 7.9% EPA 53883-189-DEMO Bifenthrin 7.9% | Landscape | 0.62 Ounces | 0.5 Fluid Ounce / 1,000 Square Ft. | Hose Reel |
5/26/26 Shrub & Bed Care - Disease GuardMary Richardson - Home · Daconil Weatherstik87 °F · Wind 10 mph N · Humidity 55% · Soil Wet
Applied on LandscapeOpen water NoSensitive area No
08:41:00 to 08:57:00 · 16 min · Isaac Romero
| Product | Where | Used | Rate | How |
|---|---|---|---|---|
| Daconil Weatherstik EPA 100-1508-DEMO Chlorothalonil 54% | Landscape | 2.53 Ounces | 2 Fluid Ounce / 1,000 Square Ft. | Hose Reel |
3/30/26 Shrub & Bed Care - Spring Feed & InsectMary Richardson - Home · Merit 75 WSP, 16-4-8 Liquid Fertilizer69 °F · Wind 12 mph S · Humidity 80% · Soil Dry
Applied on LandscapeOpen water NoSensitive area No
09:47:00 to 10:05:00 · 18 min · Isaac Romero
| Product | Where | Used | Rate | How |
|---|---|---|---|---|
| Merit 75 WSP EPA 432-1312-DEMO Imidacloprid 75% | Landscape | 0.12 Ounces | 0.09 Fluid Ounce / 1,000 Square Ft. | Hose Reel |
| 16-4-8 Liquid Fertilizer N 16%P 4%K 8% | Landscape | 7.68 Ounces | 6 Fluid Ounce / 1,000 Square Ft. | Hose Reel |
2/3/26 Shrub & Bed Care - Dormant OilMary Richardson - Home · Horticultural Oil62 °F · Wind 14 mph SE · Humidity 80% · Soil Wet
Applied on LandscapeOpen water NoSensitive area No
07:52:00 to 08:08:00 · 16 min · Isaac Romero
| Product | Where | Used | Rate | How |
|---|---|---|---|---|
| Horticultural Oil EPA 48813-1-DEMO Mineral oil 98% | Landscape | 2.61 Ounces | 2 Fluid Ounce / 1,000 Square Ft. | Hose Reel |