Large Patch Guard - 3 Visit
$97.00Due
4
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Paul Howard
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.
Irrigation
LeadJun 8
ContactedSkipped
EstimateJan 2
SentJan 2
WonJan 3
ScheduledNov 2
DoneOct 16
PaidOct 1
ReviewOct 17
Review · Step 9 of 9 · 1 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$827.2079% margin
Customer For138 dayssince Jun 8, 2026
Pay SpeedNo data yetaverage days to pay
Callbacks1re-dos logged
ReviewAskedOct 17, 2026Worth HavingWorth havingMargin 79%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$2,106.00Paid
$1,117.00Delivered
$875.97Profit
$3.67Chemical
$237.36Labor
7.91Hours
$989.00Paid ahead
$97.00Due on a coming 1st
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 78.4% margin. Time is the estimate for that size.
November 2026
Paid
Delivered
No work this month.
October 2026
Paid $199.00Delivered $133.38Profit $105.42
Paid
Essential Lawn - 5 Visit
$94.00Paid
Premier Lawn - 9 Visit
$105.00Paid
Delivered
Large Patch Guard - Large Patch 1
Chemical $0.00Labor $14.13Profit $62.350.47 hr
Azoxystrobin 2SC
$76.48
Essential Lawn - Fall Pre-emergent
Chemical $0.27Labor $13.56Profit $43.070.45 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$56.90
September 2026
Paid $199.00Delivered $66.64Profit $52.43
Paid
Essential Lawn - 5 Visit
$94.00Paid
Premier Lawn - 9 Visit
$105.00Paid
Delivered
Premier Lawn - Fall Disease Guard
Chemical $0.08Labor $14.13Profit $52.430.47 hr
Azoxystrobin 2SC, 0-0-25 Potash Liquid
$66.64
August 2026
Paid $199.00Delivered $122.90Profit $95.13
Paid
Essential Lawn - 5 Visit
$94.00Paid
Premier Lawn - 9 Visit
$105.00Paid
Delivered
Premier Lawn - Late Summer Feed
Chemical $0.08Labor $14.13Profit $52.430.47 hr
16-4-8 Liquid Fertilizer, Soil Wetting Agent
$66.64
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $13.56Profit $42.700.45 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$56.26
July 2026
Paid $199.00Delivered $66.48Profit $52.35
Paid
Essential Lawn - 5 Visit
$94.00Paid
Premier Lawn - 9 Visit
$105.00Paid
Delivered
Premier Lawn - Insect & Iron
Chemical $0.00Labor $14.13Profit $52.350.47 hr
Bifenthrin 7.9%, Iron Plus 6%
$66.48
June 2026
Paid $199.00Delivered $125.15Profit $96.44
Paid
Essential Lawn - 5 Visit
$94.00Paid
Premier Lawn - 9 Visit
$105.00Paid
Delivered
Premier Lawn - Summer Feed & Sedge
Chemical $0.08Labor $14.13Profit $52.430.47 hr
16-4-8 Liquid Fertilizer, Dismiss South
$66.64
Essential Lawn - Summer Feed & Weed
Chemical $0.94Labor $13.56Profit $44.010.45 hr
24-0-11 Granular, Celsius WG
$58.51
May 2026
Paid $199.00Delivered $66.64Profit $52.43
Paid
Essential Lawn - 5 Visit
$94.00Paid
Premier Lawn - 9 Visit
$105.00Paid
Delivered
Premier Lawn - Grub Prevention
Chemical $0.08Labor $14.13Profit $52.430.47 hr
Acelepryn, Humic 12
$66.64
April 2026
Paid $199.00Delivered $124.54Profit $95.96
Paid
Essential Lawn - 5 Visit
$94.00Paid
Premier Lawn - 9 Visit
$105.00Paid
Delivered
Premier Lawn - Spring Green-Up
Chemical $0.82Labor $14.13Profit $53.170.47 hr
24-0-11 Granular, Iron Plus 6%
$68.12
Essential Lawn - Spring Green-Up
Chemical $0.07Labor $13.56Profit $42.790.45 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$56.42
March 2026
Paid $199.00Delivered $143.12Profit $114.78
Paid
Essential Lawn - 5 Visit
$94.00Paid
Premier Lawn - 9 Visit
$105.00Paid
Delivered
Large Patch Guard - Large Patch 3
Chemical $0.00Labor $14.13Profit $62.350.47 hr
Azoxystrobin 2SC
$76.48
Premier Lawn - Broadleaf & Feed
Chemical $0.08Labor $14.13Profit $52.430.47 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$66.64
February 2026
Paid $199.00Delivered $56.90Profit $43.07
Paid
Essential Lawn - 5 Visit
$94.00Paid
Premier Lawn - 9 Visit
$105.00Paid
Delivered
Essential Lawn - Pre-emergent & Feed
Chemical $0.27Labor $13.56Profit $43.070.45 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$56.90
January 2026
Paid $105.00Delivered $67.14Profit $52.68
Paid
Premier Lawn - 9 Visit
$105.00Paid
Delivered
Premier Lawn - Pre-emergent Round 1
Chemical $0.33Labor $14.13Profit $52.680.47 hr
Prodiamine 65 WDG, Atrazine 4L
$67.14
December 2025
Paid $105.00
Paid
Premier Lawn - 9 Visit
$105.00Paid
Delivered
No work this month.
November 2025
Paid $105.00Delivered $67.63Profit $52.92
Paid
Premier Lawn - 9 Visit
$105.00Paid
Delivered
Premier Lawn - Winter Pre-emergent
Chemical $0.57Labor $14.13Profit $52.920.47 hr
Prodiamine 65 WDG, Celsius WG
$67.63
October 2025
Delivered $76.48Profit $62.35
Paid
No invoice this month.
Delivered
Large Patch Guard - Large Patch 2
Chemical $0.00Labor $14.13Profit $62.350.47 hr
Propiconazole 14.3
$76.48
Money for this customer
Revenue$1,049.01
Costs$0.00
Left After Costs$1,049.01
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 10/1/26 | Invoice | INV-2026-3511 | Paid | $65.88 |
| 9/1/26 | Invoice | INV-2026-3128 | Paid | $116.66 |
| 8/1/26 | Invoice | INV-2026-2734 | Paid | $65.88 |
| 7/1/26 | Invoice | INV-2026-2262 | Paid | $116.66 |
| 6/1/26 | Invoice | INV-2026-1886 | Paid | $65.88 |
| 5/1/26 | Invoice | INV-2026-1468 | Paid | $116.66 |
| 4/1/26 | Invoice | INV-2026-1107 | Paid | $141.76 |
| 3/1/26 | Invoice | INV-2026-0787 | Paid | $50.78 |
| 2/1/26 | Invoice | INV-2026-0444 | Paid | $65.88 |
| 1/3/26 | Invoice | INV-2026-3830 | Paid | $101.21 |
| 12/1/25 | Invoice | INV-2025-0097 | Paid | $65.88 |
| 11/1/25 | Invoice | INV-2025-0004 | Paid | $75.88 |
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.