Large Patch Guard - 3 Visit
$233.22Due
4
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Chris Adams
Lead source: Google Search · 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
LeadOct 1
ContactedSkipped
Site SurveySkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledNov 1
DoneOct 20
PaidSep 1
Review
Paid · Step 9 of 10 · 5 skipped
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$277.5571% margin
Customer For2.1 yearssince Oct 1, 2024
Pay SpeedNo data yetaverage days to pay
Callbacks1re-dos logged
ReviewNot askedask from the Reviews tabWorth HavingWorth havingMargin 71%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$360.00Paid
$526.11Delivered
$408.22Profit
$2.09Chemical
$115.80Labor
3.86Hours
$166.11Work ahead
$233.22Due 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, 77.6% margin. Time is the estimate for that size.
November 2026
Paid
Delivered
No work this month.
October 2026
Paid $40.00Delivered $136.21Profit $106.89
Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Large Patch Guard - Large Patch 1
Chemical $0.00Labor $14.47Profit $63.270.48 hr
Azoxystrobin 2SC
$77.74
Essential Lawn - Fall Pre-emergent
Chemical $0.36Labor $14.47Profit $43.630.48 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$58.47
September 2026
Paid $40.00
Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
No work this month.
August 2026
Paid $40.00Delivered $57.74Profit $43.27
Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $14.47Profit $43.270.48 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$57.74
July 2026
Paid $40.00
Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
No work this month.
June 2026
Paid $40.00Delivered $60.29Profit $44.54
Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Essential Lawn - Summer Feed & Weed
Chemical $1.27Labor $14.47Profit $44.540.48 hr
24-0-11 Granular, Celsius WG
$60.29
May 2026
Paid $40.00
Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
No work this month.
April 2026
Paid $40.00Delivered $57.92Profit $43.36
Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Essential Lawn - Spring Green-Up
Chemical $0.09Labor $14.47Profit $43.360.48 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$57.92
March 2026
Paid $40.00Delivered $77.74Profit $63.27
Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Large Patch Guard - Large Patch 3
Chemical $0.00Labor $14.47Profit $63.270.48 hr
Azoxystrobin 2SC
$77.74
February 2026
Paid $40.00Delivered $58.47Profit $43.63
Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Essential Lawn - Pre-emergent & Feed
Chemical $0.36Labor $14.47Profit $43.630.48 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$58.47
October 2025
Delivered $77.74Profit $63.27
Paid
No invoice this month.
Delivered
Large Patch Guard - Large Patch 2
Chemical $0.00Labor $14.47Profit $63.270.48 hr
Propiconazole 14.3
$77.74
Money for this customer
Revenue$393.64
Costs$0.00
Left After Costs$393.64
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 9/1/26 | Invoice | INV-2026-3143 | Paid | $58.94 |
| 7/1/26 | Invoice | INV-2026-2281 | Paid | $58.94 |
| 5/1/26 | Invoice | INV-2026-1482 | Paid | $58.94 |
| 4/1/26 | Invoice | INV-2026-1121 | Paid | $78.94 |
| 3/1/26 | Invoice | INV-2026-0799 | Paid | $58.94 |
| 11/1/25 | Invoice | INV-2025-0010 | Paid | $78.94 |
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.