Signature Lawn - 7 Visit
$109.00Paid
5
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Scott Long
Lead source: Truck Wrap · 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.
LeadMay 1
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledOct 27
DoneOct 19
PaidSep 1
ReviewSep 22
Paid · Step 8 of 9 · 4 skipped
Next: Collect
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$33.47100 days late
Profit, 12 Months$529.4776% margin
Customer For2.5 yearssince May 1, 2024
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewClicked linkSep 22, 2026Worth HavingKeep an eye onBalance 100 days late, margin 76%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$1,599.62Paid
$794.05Delivered
$609.20Profit
$2.25Chemical
$182.60Labor
6.09Hours
$805.57Paid ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 76.7% margin. Time is the estimate for that size.
October 2026
Paid $131.43Delivered $44.83Profit $32.95
Delivered
Shrub & Bed Care - Fall Oil
Chemical $0.00Labor $11.88Profit $32.950.40 hr
Horticultural Oil
$44.83
September 2026
Paid $131.43Delivered $67.89Profit $53.60
Paid
Signature Lawn - 7 Visit
$109.00Paid
Shrub & Bed Care - 6 Visit
$22.43Paid
Delivered
Signature Lawn - Fall Feed & Disease Guard
Chemical $0.08Labor $14.21Profit $53.600.47 hr
0-0-25 Potash Liquid, Azoxystrobin 2SC
$67.89
August 2026
Paid $131.43Delivered $44.83Profit $32.95
Paid
Signature Lawn - 7 Visit
$109.00Paid
Shrub & Bed Care - 6 Visit
$22.43Paid
Delivered
Shrub & Bed Care - Late Summer Feed
Chemical $0.00Labor $11.88Profit $32.950.40 hr
16-4-8 Liquid Fertilizer
$44.83
July 2026
Paid $131.43Delivered $113.48Profit $87.06
Paid
Signature Lawn - 7 Visit
$109.00Paid
Shrub & Bed Care - 6 Visit
$22.43Paid
Delivered
Shrub & Bed Care - Summer Insect
Chemical $0.00Labor $11.88Profit $32.950.40 hr
Bifenthrin 7.9%
$44.83
Signature Lawn - Summer Feed
Chemical $0.34Labor $14.21Profit $54.100.47 hr
16-4-8 Liquid Fertilizer, Celsius WG
$68.65
June 2026
Paid $131.43Delivered $67.64Profit $53.43
Paid
Signature Lawn - 7 Visit
$109.00Paid
Shrub & Bed Care - 6 Visit
$22.43Paid
Delivered
Signature Lawn - Insect Shield
Chemical $0.00Labor $14.21Profit $53.430.47 hr
Bifenthrin 7.9%, Iron Plus 6%
$67.64
May 2026
Paid $131.43Delivered $115.49Profit $88.40
Paid
Signature Lawn - 7 Visit
$109.00Paid
Shrub & Bed Care - 6 Visit
$22.43Paid
Delivered
Signature Lawn - Green-Up & Sedge
Chemical $1.01Labor $14.21Profit $55.450.47 hr
24-0-11 Granular, Sedgehammer Plus
$70.66
Shrub & Bed Care - Disease Guard
Chemical $0.00Labor $11.88Profit $32.950.40 hr
Daconil Weatherstik
$44.83
April 2026
Paid $131.43
Paid
Signature Lawn - 7 Visit
$109.00Paid
Shrub & Bed Care - 6 Visit
$22.43Paid
Delivered
No work this month.
March 2026
Paid $131.43Delivered $112.93Profit $86.69
Paid
Signature Lawn - 7 Visit
$109.00Paid
Shrub & Bed Care - 6 Visit
$22.43Paid
Delivered
Signature Lawn - Weed Control & Feed
Chemical $0.08Labor $14.21Profit $53.600.47 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$67.89
Shrub & Bed Care - Spring Feed & Insect
Chemical $0.07Labor $11.88Profit $33.090.40 hr
Merit 75 WSP, 16-4-8 Liquid Fertilizer
$45.04
February 2026
Paid $131.43Delivered $44.83Profit $32.95
Paid
Signature Lawn - 7 Visit
$109.00Paid
Shrub & Bed Care - 6 Visit
$22.43Paid
Delivered
Shrub & Bed Care - Dormant Oil
Chemical $0.00Labor $11.88Profit $32.950.40 hr
Horticultural Oil
$44.83
January 2026
Paid $131.43Delivered $68.65Profit $54.10
Paid
Signature Lawn - 7 Visit
$109.00Paid
Shrub & Bed Care - 6 Visit
$22.43Paid
Delivered
Signature Lawn - Pre-emergent Round 1
Chemical $0.34Labor $14.21Profit $54.100.47 hr
Prodiamine 65 WDG, Atrazine 4L, Spray Pattern Dye
$68.65
December 2025
Paid $131.43
Paid
Signature Lawn - 7 Visit
$109.00Paid
Shrub & Bed Care - 6 Visit
$22.43Paid
Delivered
No work this month.
November 2025
Paid $131.43Delivered $68.65Profit $54.10
Paid
Signature Lawn - 7 Visit
$109.00Paid
Shrub & Bed Care - 6 Visit
$22.43Paid
Delivered
Signature Lawn - Winter Pre-emergent
Chemical $0.34Labor $14.21Profit $54.100.47 hr
Prodiamine 65 WDG, Atrazine 4L
$68.65
October 2025
Paid $22.43Delivered $44.83Profit $32.95
Paid
Shrub & Bed Care - 6 Visit
$22.43Paid
Delivered
Shrub & Bed Care - Fall Oil
Chemical $0.00Labor $11.88Profit $32.950.40 hr
Horticultural Oil
$44.83
Money for this customer
Revenue$693.72
Costs$0.00
Left After Costs$693.72
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 9/1/26 | Invoice | INV-2026-3139 | Paid | $51.56 |
| 8/1/26 | Invoice | INV-2026-2747 | Paid | $113.12 |
| 7/1/26 | Invoice | INV-2026-2277 | Partial | $76.56 |
| 6/1/26 | Invoice | INV-2026-1898 | Paid | $113.12 |
| 4/1/26 | Invoice | INV-2026-1118 | Paid | $113.12 |
| 3/1/26 | Invoice | INV-2026-0795 | Paid | $51.56 |
| 2/1/26 | Invoice | INV-2026-0455 | Paid | $61.56 |
| 12/1/25 | Invoice | INV-2025-0110 | Paid | $61.56 |
| 11/1/25 | Invoice | INV-2025-0008 | Paid | $51.56 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.