Essential Lawn - 5 Visit
$40.00Paid
8
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
David Parker
Lead source: Google Search · 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.
VIP
LeadMar 10
ContactedSkipped
Site SurveySkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledFeb 10
DoneOct 17
PaidSep 1
Review
Paid · Step 9 of 10 · 5 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$248.2069% margin
Customer For228 dayssince Mar 10, 2026
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewNot askedask from the Reviews tabWorth HavingWorth havingMargin 69%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$548.30Paid
$563.40Delivered
$445.92Profit
$1.30Chemical
$116.18Labor
3.87Hours
$15.10Work ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 79.1% margin. Time is the estimate for that size.
October 2026
Paid $63.54Delivered $126.60Profit $100.58
Delivered
Soil Builder - Fall Potash
Chemical $0.00Labor $12.91Profit $57.590.43 hr
0-0-25 Potash Liquid, Humic 12
$70.50
Essential Lawn - Fall Pre-emergent
Chemical $0.20Labor $12.91Profit $42.990.43 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$56.10
September 2026
Paid $63.54
Paid
Essential Lawn - 5 Visit
$40.00Paid
Soil Builder - 4 Visit
$23.54Paid
Delivered
No work this month.
August 2026
Paid $63.54Delivered $126.15Profit $100.28
Paid
Essential Lawn - 5 Visit
$40.00Paid
Soil Builder - 4 Visit
$23.54Paid
Delivered
Soil Builder - Summer Soil Boost
Chemical $0.05Labor $12.91Profit $57.690.43 hr
Liquid Aeration, Soil Wetting Agent
$70.65
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $12.91Profit $42.590.43 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$55.50
July 2026
Paid $63.54
Paid
Essential Lawn - 5 Visit
$40.00Paid
Soil Builder - 4 Visit
$23.54Paid
Delivered
No work this month.
June 2026
Paid $63.54Delivered $57.60Profit $43.99
Paid
Essential Lawn - 5 Visit
$40.00Paid
Soil Builder - 4 Visit
$23.54Paid
Delivered
Essential Lawn - Summer Feed & Weed
Chemical $0.70Labor $12.91Profit $43.990.43 hr
24-0-11 Granular, Celsius WG
$57.60
May 2026
Paid $63.54Delivered $70.65Profit $57.69
Paid
Essential Lawn - 5 Visit
$40.00Paid
Soil Builder - 4 Visit
$23.54Paid
Delivered
Soil Builder - Wetting Agent
Chemical $0.05Labor $12.91Profit $57.690.43 hr
Soil Wetting Agent, Humic 12
$70.65
April 2026
Paid $63.54Delivered $55.65Profit $42.69
Paid
Essential Lawn - 5 Visit
$40.00Paid
Soil Builder - 4 Visit
$23.54Paid
Delivered
Essential Lawn - Spring Green-Up
Chemical $0.05Labor $12.91Profit $42.690.43 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$55.65
March 2026
Paid $63.54Delivered $70.65Profit $57.69
Paid
Essential Lawn - 5 Visit
$40.00Paid
Soil Builder - 4 Visit
$23.54Paid
Delivered
Soil Builder - Liquid Aeration
Chemical $0.05Labor $12.91Profit $57.690.43 hr
Liquid Aeration, Humic 12
$70.65
February 2026
Paid $40.00Delivered $56.10Profit $42.99
Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Essential Lawn - Pre-emergent & Feed
Chemical $0.20Labor $12.91Profit $42.990.43 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$56.10
Money for this customer
Revenue$360.00
Costs$0.00
Left After Costs$360.00
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 9/1/26 | Invoice | INV-2026-3121 | Paid | $105.00 |
| 7/1/26 | Invoice | INV-2026-2255 | Paid | $45.00 |
| 6/1/26 | Invoice | INV-2026-1880 | Paid | $60.00 |
| 5/1/26 | Invoice | INV-2026-1462 | Paid | $45.00 |
| 4/1/26 | Invoice | INV-2026-1102 | Paid | $60.00 |
| 3/1/26 | Invoice | INV-2026-0781 | Paid | $45.00 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.
Notes, voice notes and sketches attached here show on this row.