Premier Lawn - 9 Visit
$70.00Paid
12
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Kim Richardson
Lead source: Referral · 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.
LeadJun 18
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledNov 5
DoneOct 12
PaidSep 1
ReviewOct 6
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$584.8276% margin
Customer For3.4 yearssince Jun 18, 2023
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewAskedOct 6, 2026Worth HavingWorth havingMargin 76%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$1,848.00Paid
$897.97Delivered
$693.55Profit
$4.14Chemical
$200.28Labor
6.68Hours
$950.03Paid ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 77.2% margin. Time is the estimate for that size.
October 2026
Paid $182.00Delivered $124.31Profit $95.50
Delivered
Premier Lawn - Fall Disease Guard
Chemical $0.09Labor $14.55Profit $53.560.49 hr
Azoxystrobin 2SC, 0-0-25 Potash Liquid
$68.21
Essential Lawn - Fall Pre-emergent
Chemical $0.30Labor $13.86Profit $41.940.46 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$56.10
September 2026
Paid $182.00
Paid
Premier Lawn - 9 Visit
$70.00Paid
Essential Lawn - 5 Visit
$112.00Paid
Delivered
No work this month.
August 2026
Paid $182.00Delivered $123.71Profit $95.20
Paid
Premier Lawn - 9 Visit
$70.00Paid
Essential Lawn - 5 Visit
$112.00Paid
Delivered
Premier Lawn - Late Summer Feed
Chemical $0.09Labor $14.55Profit $53.560.49 hr
16-4-8 Liquid Fertilizer, Soil Wetting Agent
$68.21
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $13.86Profit $41.640.46 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$55.50
July 2026
Paid $182.00Delivered $68.02Profit $53.47
Paid
Premier Lawn - 9 Visit
$70.00Paid
Essential Lawn - 5 Visit
$112.00Paid
Delivered
Premier Lawn - Insect & Iron
Chemical $0.00Labor $14.55Profit $53.470.49 hr
Bifenthrin 7.9%, Iron Plus 6%
$68.02
June 2026
Paid $182.00Delivered $125.81Profit $96.25
Paid
Premier Lawn - 9 Visit
$70.00Paid
Essential Lawn - 5 Visit
$112.00Paid
Delivered
Premier Lawn - Summer Feed & Sedge
Chemical $0.09Labor $14.55Profit $53.560.49 hr
16-4-8 Liquid Fertilizer, Dismiss South
$68.21
Essential Lawn - Summer Feed & Weed
Chemical $1.05Labor $13.86Profit $42.690.46 hr
24-0-11 Granular, Celsius WG
$57.60
May 2026
Paid $182.00Delivered $68.21Profit $53.56
Paid
Premier Lawn - 9 Visit
$70.00Paid
Essential Lawn - 5 Visit
$112.00Paid
Delivered
Premier Lawn - Grub Prevention
Chemical $0.09Labor $14.55Profit $53.560.49 hr
Acelepryn, Humic 12
$68.21
April 2026
Paid $182.00Delivered $125.53Profit $96.11
Paid
Premier Lawn - 9 Visit
$70.00Paid
Essential Lawn - 5 Visit
$112.00Paid
Delivered
Premier Lawn - Spring Green-Up
Chemical $0.93Labor $14.55Profit $54.400.49 hr
24-0-11 Granular, Iron Plus 6%
$69.88
Essential Lawn - Spring Green-Up
Chemical $0.08Labor $13.86Profit $41.710.46 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$55.65
March 2026
Paid $182.00Delivered $68.21Profit $53.56
Paid
Premier Lawn - 9 Visit
$70.00Paid
Essential Lawn - 5 Visit
$112.00Paid
Delivered
Premier Lawn - Broadleaf & Feed
Chemical $0.09Labor $14.55Profit $53.560.49 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$68.21
February 2026
Paid $182.00Delivered $56.10Profit $41.94
Paid
Premier Lawn - 9 Visit
$70.00Paid
Essential Lawn - 5 Visit
$112.00Paid
Delivered
Essential Lawn - Pre-emergent & Feed
Chemical $0.30Labor $13.86Profit $41.940.46 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$56.10
January 2026
Paid $70.00Delivered $68.76Profit $53.84
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Pre-emergent Round 1
Chemical $0.37Labor $14.55Profit $53.840.49 hr
Prodiamine 65 WDG, Atrazine 4L
$68.76
December 2025
Paid $70.00
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
No work this month.
November 2025
Paid $70.00Delivered $69.32Profit $54.12
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Winter Pre-emergent
Chemical $0.65Labor $14.55Profit $54.120.49 hr
Prodiamine 65 WDG, Celsius WG
$69.32
Money for this customer
Revenue$770.96
Costs$0.00
Left After Costs$770.96
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 9/1/26 | Invoice | INV-2026-3117 | Paid | $123.12 |
| 8/1/26 | Invoice | INV-2026-2724 | Paid | $69.62 |
| 7/1/26 | Invoice | INV-2026-2251 | Paid | $123.12 |
| 6/1/26 | Invoice | INV-2026-1881 | Paid | $69.62 |
| 5/1/26 | Invoice | INV-2026-1463 | Paid | $123.12 |
| 4/1/26 | Invoice | INV-2026-1098 | Paid | $69.62 |
| 3/1/26 | Invoice | INV-2026-0768 | Paid | $53.50 |
| 2/1/26 | Invoice | INV-2026-0438 | Paid | $69.62 |
| 12/1/25 | Invoice | INV-2025-0093 | Paid | $69.62 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.