Christmas Light Install
$525.00Due
12
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Richard Roberts
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.
LeadAug 14
ContactedSep 19
EstimateAug 18
SentAug 19
WonAug 21
ScheduledNov 6
DoneOct 16
PaidOct 1
Review
Paid · Step 8 of 9
Next: Ask for Review
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$269.9377% margin
Customer For3.2 yearssince Aug 14, 2023
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewNot askedask from the Reviews tabWorth HavingWorth havingMargin 77%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$1,185.00Paid
$1,967.31Delivered
$1,840.59Profit
$1.07Chemical
$125.65Labor
4.19Hours
$782.31Work ahead
$525.00Due 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, 93.6% margin. Time is the estimate for that size.
November 2026
Paid
Delivered
No work this month.
October 2026
Paid $55.00Delivered $525.00Profit $512.43
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Christmas Light Install
Chemical $0.00Labor $12.57Profit $512.430.42 hr
$525.00
September 2026
Paid $55.00Delivered $55.82Profit $43.22
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Fall Feed & Disease Guard
Chemical $0.04Labor $12.57Profit $43.220.42 hr
0-0-25 Potash Liquid, Azoxystrobin 2SC
$55.82
August 2026
Paid $55.00
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
No work this month.
July 2026
Paid $55.00Delivered $56.07Profit $43.34
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Summer Feed
Chemical $0.16Labor $12.57Profit $43.340.42 hr
16-4-8 Liquid Fertilizer, Celsius WG
$56.07
June 2026
Paid $55.00Delivered $55.74Profit $43.17
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Insect Shield
Chemical $0.00Labor $12.57Profit $43.170.42 hr
Bifenthrin 7.9%, Iron Plus 6%
$55.74
May 2026
Paid $55.00
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
No work this month.
April 2026
Paid $55.00Delivered $56.72Profit $43.67
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Green-Up & Sedge
Chemical $0.49Labor $12.57Profit $43.670.42 hr
24-0-11 Granular, Sedgehammer Plus
$56.72
March 2026
Paid $55.00Delivered $55.82Profit $43.22
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Weed Control & Feed
Chemical $0.04Labor $12.57Profit $43.220.42 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$55.82
February 2026
Paid $580.00
Paid
Signature Lawn - 7 Visit
$55.00Paid
Christmas Light Takedown
$525.00Paid
Delivered
No work this month.
January 2026
Paid $55.00Delivered $581.07Profit $555.77
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Christmas Light Takedown
Chemical $0.00Labor $12.57Profit $512.430.42 hr
$525.00
Signature Lawn - Pre-emergent Round 1
Chemical $0.16Labor $12.57Profit $43.340.42 hr
Prodiamine 65 WDG, Atrazine 4L, Spray Pattern Dye
$56.07
December 2025
Paid $55.00
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
No work this month.
November 2025
Paid $55.00Delivered $56.07Profit $43.34
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Winter Pre-emergent
Chemical $0.16Labor $12.57Profit $43.340.42 hr
Prodiamine 65 WDG, Atrazine 4L
$56.07
October 2025
Delivered $525.00Profit $512.43
Paid
No invoice this month.
Delivered
Christmas Light Install
Chemical $0.00Labor $12.57Profit $512.430.42 hr
$525.00
Money for this customer
Revenue$350.00
Costs$0.00
Left After Costs$350.00
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 10/1/26 | Invoice | INV-2026-3527 | Paid | $50.00 |
| 8/1/26 | Invoice | INV-2026-2751 | Paid | $50.00 |
| 7/1/26 | Invoice | INV-2026-2285 | Paid | $50.00 |
| 5/1/26 | Invoice | INV-2026-1490 | Paid | $50.00 |
| 4/1/26 | Invoice | INV-2026-1124 | Paid | $50.00 |
| 2/1/26 | Invoice | INV-2026-0460 | Paid | $50.00 |
| 12/1/25 | Invoice | INV-2025-0119 | Paid | $50.00 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.