Essential Lawn - 5 Visit
$40.00Paid
5
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Carol Gray
Lead source: Yard Sign · 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.
LeadJul 27
ContactedSkipped
EstimateOct 18
SentOct 19
Won
ScheduledOct 26
DoneOct 24
PaidOct 1
ReviewSep 21
Sent · Step 4 of 9 · 1 skipped
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$1,550.1676% margin
Customer For3.2 yearssince Jul 27, 2023
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewClicked linkSep 21, 2026Worth HavingWorth havingMargin 76%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$2,918.79Paid
$2,440.36Delivered
$1,906.93Profit
$6.91Chemical
$526.52Labor
17.55Hours
$478.43Paid ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 78.1% margin. Time is the estimate for that size.
October 2026
Paid $476.07Delivered $241.42Profit $186.30
Paid
Mosquito Shield - Monthly
$38.51Paid
Premier Lawn - 9 Visit
$70.00Paid
Large Patch Guard - 3 Visit
$209.78Paid
Essential Lawn - 5 Visit
$40.00Paid
Fire Ant & Flea - 2 Visit
$10.78Paid
Signature Lawn - 7 Visit
$67.00Paid
Delivered
Premier Lawn - Fall Disease Guard
Chemical $0.03Labor $12.22Profit $47.740.41 hr
Azoxystrobin 2SC, 0-0-25 Potash Liquid
$60.00
Essential Lawn - Fall Pre-emergent
Chemical $0.36Labor $14.44Profit $48.190.48 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$62.98
Essential Lawn - Fall Pre-emergent
Chemical $0.25Labor $13.37Profit $41.480.45 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$55.09
Signature Lawn - Winter Pre-emergent
Chemical $0.33Labor $14.13Profit $48.890.47 hr
Prodiamine 65 WDG, Atrazine 4L
$63.35
September 2026
Paid $266.29Delivered $263.43Profit $209.13
Paid
Essential Lawn - 5 Visit
$40.00Paid
Mosquito Shield - Monthly
$38.51Paid
Premier Lawn - 9 Visit
$70.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Fire Ant & Flea - 2 Visit
$10.78Paid
Signature Lawn - 7 Visit
$67.00Paid
Delivered
Fire Ant & Flea - Fall Ant Bait
Chemical $0.06Labor $13.37Profit $51.260.45 hr
Fire Ant Bait
$64.68
Signature Lawn - Fall Feed & Disease Guard
Chemical $0.08Labor $14.13Profit $48.600.47 hr
0-0-25 Potash Liquid, Azoxystrobin 2SC
$62.81
Large Patch Guard - Large Patch 1
Chemical $0.00Labor $12.22Profit $57.710.41 hr
Azoxystrobin 2SC
$69.93
Mosquito Shield - Mosquito Visit 7
Chemical $0.00Labor $14.44Profit $51.570.48 hr
Mosquito Barrier
$66.01
August 2026
Paid $266.29Delivered $242.57Profit $188.07
Paid
Essential Lawn - 5 Visit
$40.00Paid
Mosquito Shield - Monthly
$38.51Paid
Premier Lawn - 9 Visit
$70.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Fire Ant & Flea - 2 Visit
$10.78Paid
Signature Lawn - 7 Visit
$67.00Paid
Delivered
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $13.37Profit $41.180.45 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$54.55
Premier Lawn - Late Summer Feed
Chemical $0.03Labor $12.22Profit $47.740.41 hr
16-4-8 Liquid Fertilizer, Soil Wetting Agent
$60.00
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $14.44Profit $47.570.48 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$62.01
Mosquito Shield - Mosquito Visit 6
Chemical $0.00Labor $14.44Profit $51.570.48 hr
Mosquito Barrier
$66.01
July 2026
Paid $266.29Delivered $189.29Profit $148.17
Paid
Essential Lawn - 5 Visit
$40.00Paid
Mosquito Shield - Monthly
$38.51Paid
Premier Lawn - 9 Visit
$70.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Fire Ant & Flea - 2 Visit
$10.78Paid
Signature Lawn - 7 Visit
$67.00Paid
Delivered
Premier Lawn - Insect & Iron
Chemical $0.00Labor $12.22Profit $47.710.41 hr
Bifenthrin 7.9%, Iron Plus 6%
$59.93
Signature Lawn - Summer Feed
Chemical $0.33Labor $14.13Profit $48.890.47 hr
16-4-8 Liquid Fertilizer, Celsius WG
$63.35
Mosquito Shield - Mosquito Visit 5
Chemical $0.00Labor $14.44Profit $51.570.48 hr
Mosquito Barrier
$66.01
June 2026
Paid $266.29Delivered $376.52Profit $291.33
Paid
Essential Lawn - 5 Visit
$40.00Paid
Mosquito Shield - Monthly
$38.51Paid
Premier Lawn - 9 Visit
$70.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Fire Ant & Flea - 2 Visit
$10.78Paid
Signature Lawn - 7 Visit
$67.00Paid
Delivered
Mosquito Shield - Mosquito Visit 3
Chemical $0.00Labor $14.44Profit $51.570.48 hr
Mosquito Barrier
$66.01
Signature Lawn - Insect Shield
Chemical $0.00Labor $14.13Profit $48.500.47 hr
Bifenthrin 7.9%, Iron Plus 6%
$62.63
Essential Lawn - Summer Feed & Weed
Chemical $0.87Labor $13.37Profit $42.220.45 hr
24-0-11 Granular, Celsius WG
$56.46
Premier Lawn - Summer Feed & Sedge
Chemical $0.03Labor $12.22Profit $47.740.41 hr
16-4-8 Liquid Fertilizer, Dismiss South
$60.00
Essential Lawn - Summer Feed & Weed
Chemical $1.26Labor $14.44Profit $49.720.48 hr
24-0-11 Granular, Celsius WG
$65.41
Mosquito Shield - Mosquito Visit 4
Chemical $0.00Labor $14.44Profit $51.570.48 hr
Mosquito Barrier
$66.01
May 2026
Paid $266.29Delivered $124.79Profit $97.42
Paid
Essential Lawn - 5 Visit
$40.00Paid
Mosquito Shield - Monthly
$38.51Paid
Premier Lawn - 9 Visit
$70.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Fire Ant & Flea - 2 Visit
$10.78Paid
Signature Lawn - 7 Visit
$67.00Paid
Delivered
Signature Lawn - Green-Up & Sedge
Chemical $0.98Labor $14.13Profit $49.680.47 hr
24-0-11 Granular, Sedgehammer Plus
$64.79
Premier Lawn - Grub Prevention
Chemical $0.03Labor $12.22Profit $47.740.41 hr
Acelepryn, Humic 12
$60.00
April 2026
Paid $266.29Delivered $313.64Profit $243.38
Paid
Essential Lawn - 5 Visit
$40.00Paid
Mosquito Shield - Monthly
$38.51Paid
Premier Lawn - 9 Visit
$70.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Fire Ant & Flea - 2 Visit
$10.78Paid
Signature Lawn - 7 Visit
$67.00Paid
Delivered
Mosquito Shield - Mosquito Visit 1
Chemical $0.00Labor $14.44Profit $51.570.48 hr
Mosquito Barrier
$66.01
Essential Lawn - Spring Green-Up
Chemical $0.09Labor $14.44Profit $47.730.48 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$62.25
Essential Lawn - Spring Green-Up
Chemical $0.06Labor $13.37Profit $41.260.45 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$54.68
Mosquito Shield - Mosquito Visit 2
Chemical $0.00Labor $14.44Profit $51.570.48 hr
Mosquito Barrier
$66.01
Fire Ant & Flea - Spring Ant Bait
Chemical $0.06Labor $13.37Profit $51.260.45 hr
Fire Ant Bait
$64.68
March 2026
Paid $217.00Delivered $183.44Profit $144.43
Paid
Essential Lawn - 5 Visit
$40.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Signature Lawn - 7 Visit
$67.00Paid
Delivered
Premier Lawn - Broadleaf & Feed
Chemical $0.03Labor $12.22Profit $47.740.41 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$60.00
Signature Lawn - Weed Control & Feed
Chemical $0.08Labor $14.13Profit $48.600.47 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$62.81
Premier Lawn - Spring Green-Up
Chemical $0.32Labor $12.22Profit $48.090.41 hr
24-0-11 Granular, Iron Plus 6%
$60.63
February 2026
Paid $217.00Delivered $251.35Profit $196.26
Paid
Essential Lawn - 5 Visit
$40.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Signature Lawn - 7 Visit
$67.00Paid
Delivered
Signature Lawn - Pre-emergent Round 1
Chemical $0.33Labor $14.13Profit $48.890.47 hr
Prodiamine 65 WDG, Atrazine 4L, Spray Pattern Dye
$63.35
Essential Lawn - Pre-emergent & Feed
Chemical $0.36Labor $14.44Profit $48.190.48 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$62.98
Essential Lawn - Pre-emergent & Feed
Chemical $0.25Labor $13.37Profit $41.480.45 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$55.09
Large Patch Guard - Large Patch 3
Chemical $0.00Labor $12.22Profit $57.710.41 hr
Azoxystrobin 2SC
$69.93
January 2026
Paid $137.00Delivered $60.21Profit $47.86
Paid
Premier Lawn - 9 Visit
$70.00Paid
Signature Lawn - 7 Visit
$67.00Paid
Delivered
Premier Lawn - Pre-emergent Round 1
Chemical $0.13Labor $12.22Profit $47.860.41 hr
Prodiamine 65 WDG, Atrazine 4L
$60.21
December 2025
Paid $137.00
Paid
Premier Lawn - 9 Visit
$70.00Paid
Signature Lawn - 7 Visit
$67.00Paid
Delivered
No work this month.
November 2025
Paid $137.00Delivered $123.77Profit $96.87
Paid
Premier Lawn - 9 Visit
$70.00Paid
Signature Lawn - 7 Visit
$67.00Paid
Delivered
Signature Lawn - Winter Pre-emergent
Chemical $0.33Labor $14.13Profit $48.890.47 hr
Prodiamine 65 WDG, Atrazine 4L
$63.35
Premier Lawn - Winter Pre-emergent
Chemical $0.22Labor $12.22Profit $47.970.41 hr
Prodiamine 65 WDG, Celsius WG
$60.42
October 2025
Delivered $69.93Profit $57.71
Paid
No invoice this month.
Delivered
Large Patch Guard - Large Patch 2
Chemical $0.00Labor $12.22Profit $57.710.41 hr
Propiconazole 14.3
$69.93
Money for this customer
Revenue$2,048.24
Costs$0.00
Left After Costs$2,048.24
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 10/1/26 | Invoice | INV-2026-3523 | Paid | $247.56 |
| 9/1/26 | Invoice | INV-2026-3141 | Paid | $225.28 |
| 8/1/26 | Invoice | INV-2026-2748 | Paid | $178.48 |
| 7/1/26 | Invoice | INV-2026-2279 | Paid | $348.76 |
| 6/1/26 | Invoice | INV-2026-1899 | Paid | $115.88 |
| 5/1/26 | Invoice | INV-2026-1480 | Paid | $291.96 |
| 4/1/26 | Invoice | INV-2026-1119 | Paid | $170.88 |
| 3/1/26 | Invoice | INV-2026-0797 | Paid | $233.56 |
| 2/1/26 | Invoice | INV-2026-0456 | Paid | $55.00 |
| 12/1/25 | Invoice | INV-2025-0111 | Paid | $115.88 |
| 11/1/25 | Invoice | INV-2025-0009 | Paid | $65.00 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.