Large Patch Guard - 3 Visit
$227.34Due
5
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Chris Jenkins
Lead source: Google Search · Tax: Demo City 10.75%
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.
New This Year
LeadApr 6
ContactedSkipped
EstimateNov 16
SentNov 18
WonSkipped
ScheduledSkipped
DoneOct 3
PaidOct 1
ReviewSep 28
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$399.7075% margin
Customer For3.6 yearssince Apr 6, 2023
Pay SpeedNo data yetaverage days to pay
Callbacks1re-dos logged
ReviewClicked linkSep 28, 2026Worth HavingWorth havingMargin 75%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$177.97Paid
$583.28Delivered
$462.05Profit
$0.00Chemical
$121.23Labor
4.04Hours
$405.31Work ahead
$227.34Due 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, 79.2% margin. Time is the estimate for that size.
November 2026
Paid
Delivered
No work this month.
October 2026
Delivered $75.78Profit $62.11
Paid
No invoice this month.
Delivered
Large Patch Guard - Large Patch 1
Chemical $0.00Labor $13.67Profit $62.110.46 hr
Azoxystrobin 2SC
$75.78
September 2026
Paid $29.66Delivered $101.70Profit $78.78
Paid
Mosquito Shield - Monthly
$29.66Paid
Delivered
Mosquito Shield - Mosquito Visit 6
Chemical $0.00Labor $11.46Profit $39.390.38 hr
Mosquito Barrier
$50.85
Mosquito Shield - Mosquito Visit 7
Chemical $0.00Labor $11.46Profit $39.390.38 hr
Mosquito Barrier
$50.85
August 2026
Paid $29.66
Paid
Mosquito Shield - Monthly
$29.66Paid
Delivered
No work this month.
July 2026
Paid $29.66Delivered $101.70Profit $78.78
Paid
Mosquito Shield - Monthly
$29.66Paid
Delivered
Mosquito Shield - Mosquito Visit 4
Chemical $0.00Labor $11.46Profit $39.390.38 hr
Mosquito Barrier
$50.85
Mosquito Shield - Mosquito Visit 5
Chemical $0.00Labor $11.46Profit $39.390.38 hr
Mosquito Barrier
$50.85
June 2026
Paid $29.66Delivered $50.85Profit $39.39
Paid
Mosquito Shield - Monthly
$29.66Paid
Delivered
Mosquito Shield - Mosquito Visit 3
Chemical $0.00Labor $11.46Profit $39.390.38 hr
Mosquito Barrier
$50.85
May 2026
Paid $29.66Delivered $50.85Profit $39.39
Paid
Mosquito Shield - Monthly
$29.66Paid
Delivered
Mosquito Shield - Mosquito Visit 2
Chemical $0.00Labor $11.46Profit $39.390.38 hr
Mosquito Barrier
$50.85
April 2026
Paid $29.66Delivered $50.85Profit $39.39
Paid
Mosquito Shield - Monthly
$29.66Paid
Delivered
Mosquito Shield - Mosquito Visit 1
Chemical $0.00Labor $11.46Profit $39.390.38 hr
Mosquito Barrier
$50.85
February 2026
Delivered $75.78Profit $62.11
Paid
No invoice this month.
Delivered
Large Patch Guard - Large Patch 3
Chemical $0.00Labor $13.67Profit $62.110.46 hr
Azoxystrobin 2SC
$75.78
November 2025
Delivered $75.78Profit $62.11
Paid
No invoice this month.
Delivered
Large Patch Guard - Large Patch 2
Chemical $0.00Labor $13.67Profit $62.110.46 hr
Propiconazole 14.3
$75.78
Money for this customer
Revenue$534.20
Costs$0.00
Left After Costs$534.20
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 10/1/26 | Invoice | INV-2026-3513 | Paid | $111.60 |
| 8/1/26 | Invoice | INV-2026-2737 | Paid | $111.60 |
| 7/1/26 | Invoice | INV-2026-2266 | Paid | $55.80 |
| 6/1/26 | Invoice | INV-2026-1889 | Paid | $55.80 |
| 5/1/26 | Invoice | INV-2026-1471 | Paid | $55.80 |
| 3/1/26 | Invoice | INV-2026-0790 | Paid | $71.80 |
| 12/1/25 | Invoice | INV-2025-0099 | Paid | $71.80 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.