Essential Lawn - 5 Visit
$40.00Paid
4
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Debra Moore
Lead source: Nextdoor · 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.
Irrigation
LeadJun 18
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledFeb 1
DoneOct 17
PaidSep 1
ReviewAug 16
Review · Step 9 of 9 · 4 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$294.1365% margin
Customer For128 dayssince Jun 18, 2026
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewAskedAug 16, 2026Worth HavingWorth havingMargin 65%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$1,566.00Paid
$546.31Delivered
$404.35Profit
$1.75Chemical
$140.21Labor
4.67Hours
$1,019.69Paid ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 74.0% margin. Time is the estimate for that size.
October 2026
Paid $174.00Delivered $100.43Profit $74.47
Delivered
Essential Lawn - Fall Pre-emergent
Chemical $0.29Labor $13.79Profit $42.810.46 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$56.88
Shrub & Bed Care - Fall Oil
Chemical $0.00Labor $11.88Profit $31.660.40 hr
Horticultural Oil
$43.54
September 2026
Paid $174.00
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$134.00Paid
Delivered
No work this month.
August 2026
Paid $174.00Delivered $99.78Profit $74.12
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$134.00Paid
Delivered
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $13.79Profit $42.450.46 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$56.24
Shrub & Bed Care - Late Summer Feed
Chemical $0.00Labor $11.88Profit $31.660.40 hr
16-4-8 Liquid Fertilizer
$43.54
July 2026
Paid $174.00Delivered $43.54Profit $31.66
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$134.00Paid
Delivered
Shrub & Bed Care - Summer Insect
Chemical $0.00Labor $11.88Profit $31.660.40 hr
Bifenthrin 7.9%
$43.54
June 2026
Paid $174.00Delivered $58.49Profit $43.68
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$134.00Paid
Delivered
Essential Lawn - Summer Feed & Weed
Chemical $1.02Labor $13.79Profit $43.680.46 hr
24-0-11 Granular, Celsius WG
$58.49
May 2026
Paid $174.00Delivered $43.54Profit $31.66
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$134.00Paid
Delivered
Shrub & Bed Care - Disease Guard
Chemical $0.00Labor $11.88Profit $31.660.40 hr
Daconil Weatherstik
$43.54
April 2026
Paid $174.00Delivered $100.10Profit $74.29
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$134.00Paid
Delivered
Shrub & Bed Care - Spring Feed & Insect
Chemical $0.07Labor $11.88Profit $31.750.40 hr
Merit 75 WSP, 16-4-8 Liquid Fertilizer
$43.69
Essential Lawn - Spring Green-Up
Chemical $0.07Labor $13.79Profit $42.540.46 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$56.40
March 2026
Paid $174.00
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$134.00Paid
Delivered
No work this month.
February 2026
Paid $174.00Delivered $100.43Profit $74.47
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$134.00Paid
Delivered
Shrub & Bed Care - Dormant Oil
Chemical $0.00Labor $11.88Profit $31.660.40 hr
Horticultural Oil
$43.54
Essential Lawn - Pre-emergent & Feed
Chemical $0.29Labor $13.79Profit $42.810.46 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$56.88
Money for this customer
Revenue$450.38
Costs$0.00
Left After Costs$450.38
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 9/1/26 | Invoice | INV-2026-3144 | Paid | $100.64 |
| 8/1/26 | Invoice | INV-2026-2750 | Paid | $47.82 |
| 7/1/26 | Invoice | INV-2026-2282 | Paid | $52.82 |
| 6/1/26 | Invoice | INV-2026-1901 | Paid | $47.82 |
| 5/1/26 | Invoice | INV-2026-1483 | Paid | $100.64 |
| 3/1/26 | Invoice | INV-2026-0800 | Paid | $100.64 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.