Large Patch Guard - 3 Visit
$245.90Due
4
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Donna Thompson
Lead source: Google Search · 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.
LeadJun 2
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledFeb 10
DoneOct 24
PaidOct 1
ReviewSep 6
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$687.2579% margin
Customer For3.4 yearssince Jun 2, 2023
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewClicked linkSep 6, 2026Worth HavingWorth havingMargin 79%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$1,351.98Paid
$1,096.31Delivered
$870.63Profit
$2.83Chemical
$222.85Labor
7.43Hours
$255.67Paid ahead
$245.90Due 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, 79.4% margin. Time is the estimate for that size.
November 2026
Paid
Delivered
No work this month.
October 2026
Paid $155.75Delivered $221.87Profit $176.90
Paid
Essential Lawn - 5 Visit
$118.00Paid
Soil Builder - 4 Visit
$25.72Paid
Fire Ant & Flea - 2 Visit
$12.04Paid
Delivered
Soil Builder - Fall Potash
Chemical $0.00Labor $14.86Profit $62.110.50 hr
0-0-25 Potash Liquid, Humic 12
$76.97
Essential Lawn - Fall Pre-emergent
Chemical $0.40Labor $14.86Profit $47.680.50 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$62.94
Large Patch Guard - Large Patch 2
Chemical $0.00Labor $14.86Profit $67.110.50 hr
Propiconazole 14.3
$81.97
September 2026
Paid $155.75Delivered $154.18Profit $124.36
Paid
Essential Lawn - 5 Visit
$118.00Paid
Soil Builder - 4 Visit
$25.72Paid
Fire Ant & Flea - 2 Visit
$12.04Paid
Delivered
Fire Ant & Flea - Fall Ant Bait
Chemical $0.10Labor $14.86Profit $57.250.50 hr
Fire Ant Bait
$72.21
Large Patch Guard - Large Patch 1
Chemical $0.00Labor $14.86Profit $67.110.50 hr
Azoxystrobin 2SC
$81.97
August 2026
Paid $155.75Delivered $61.97Profit $47.11
Paid
Essential Lawn - 5 Visit
$118.00Paid
Soil Builder - 4 Visit
$25.72Paid
Fire Ant & Flea - 2 Visit
$12.04Paid
Delivered
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $14.86Profit $47.110.50 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$61.97
July 2026
Paid $155.75Delivered $77.21Profit $62.25
Paid
Essential Lawn - 5 Visit
$118.00Paid
Soil Builder - 4 Visit
$25.72Paid
Fire Ant & Flea - 2 Visit
$12.04Paid
Delivered
Soil Builder - Summer Soil Boost
Chemical $0.10Labor $14.86Profit $62.250.50 hr
Liquid Aeration, Soil Wetting Agent
$77.21
June 2026
Paid $155.75Delivered $65.36Profit $49.09
Paid
Essential Lawn - 5 Visit
$118.00Paid
Soil Builder - 4 Visit
$25.72Paid
Fire Ant & Flea - 2 Visit
$12.04Paid
Delivered
Essential Lawn - Summer Feed & Weed
Chemical $1.41Labor $14.86Profit $49.090.50 hr
24-0-11 Granular, Celsius WG
$65.36
May 2026
Paid $155.75Delivered $77.21Profit $62.25
Paid
Essential Lawn - 5 Visit
$118.00Paid
Soil Builder - 4 Visit
$25.72Paid
Fire Ant & Flea - 2 Visit
$12.04Paid
Delivered
Soil Builder - Wetting Agent
Chemical $0.10Labor $14.86Profit $62.250.50 hr
Soil Wetting Agent, Humic 12
$77.21
April 2026
Paid $155.75Delivered $134.42Profit $104.51
Paid
Essential Lawn - 5 Visit
$118.00Paid
Soil Builder - 4 Visit
$25.72Paid
Fire Ant & Flea - 2 Visit
$12.04Paid
Delivered
Fire Ant & Flea - Spring Ant Bait
Chemical $0.10Labor $14.86Profit $57.250.50 hr
Fire Ant Bait
$72.21
Essential Lawn - Spring Green-Up
Chemical $0.10Labor $14.86Profit $47.250.50 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$62.21
March 2026
Paid $143.72Delivered $159.18Profit $129.36
Paid
Essential Lawn - 5 Visit
$118.00Paid
Soil Builder - 4 Visit
$25.72Paid
Delivered
Large Patch Guard - Large Patch 3
Chemical $0.00Labor $14.86Profit $67.110.50 hr
Azoxystrobin 2SC
$81.97
Soil Builder - Liquid Aeration
Chemical $0.10Labor $14.86Profit $62.250.50 hr
Liquid Aeration, Humic 12
$77.21
February 2026
Paid $118.00Delivered $62.94Profit $47.68
Paid
Essential Lawn - 5 Visit
$118.00Paid
Delivered
Essential Lawn - Pre-emergent & Feed
Chemical $0.40Labor $14.86Profit $47.680.50 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$62.94
November 2025
Delivered $81.97Profit $67.11
Paid
No invoice this month.
Delivered
Large Patch Guard - Large Patch 2
Chemical $0.00Labor $14.86Profit $67.110.50 hr
Propiconazole 14.3
$81.97
Money for this customer
Revenue$873.08
Costs$0.00
Left After Costs$873.08
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 10/1/26 | Invoice | INV-2026-3531 | Paid | $154.68 |
| 9/1/26 | Invoice | INV-2026-3149 | Paid | $62.34 |
| 8/1/26 | Invoice | INV-2026-2755 | Paid | $77.34 |
| 7/1/26 | Invoice | INV-2026-2289 | Paid | $62.34 |
| 6/1/26 | Invoice | INV-2026-1905 | Paid | $77.34 |
| 5/1/26 | Invoice | INV-2026-1489 | Paid | $134.68 |
| 4/1/26 | Invoice | INV-2026-1127 | Paid | $159.68 |
| 3/1/26 | Invoice | INV-2026-0805 | Paid | $62.34 |
| 12/1/25 | Invoice | INV-2025-0117 | Paid | $82.34 |
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.