Signature Lawn - 7 Visit
$55.00Paid
4
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Justin Credeur
Lead source: Other · 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.
LeadDec 4
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledNov 10
DoneOct 16
PaidOct 1
ReviewSep 15
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$552.6374% margin
Customer For2.9 yearssince Dec 4, 2023
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewClicked linkSep 15, 2026Worth HavingWorth havingMargin 74%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$1,006.70Paid
$820.90Delivered
$618.44Profit
$2.49Chemical
$199.97Labor
6.67Hours
$185.80Paid ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 75.3% margin. Time is the estimate for that size.
October 2026
Paid $81.67Delivered $53.24Profit $38.96
Delivered
Shrub & Bed Care - Fall Oil
Chemical $0.00Labor $14.28Profit $38.960.48 hr
Horticultural Oil
$53.24
September 2026
Paid $81.67Delivered $63.43Profit $49.06
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$26.67Paid
Delivered
Signature Lawn - Fall Feed & Disease Guard
Chemical $0.09Labor $14.28Profit $49.060.48 hr
0-0-25 Potash Liquid, Azoxystrobin 2SC
$63.43
August 2026
Paid $81.67Delivered $53.24Profit $38.96
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$26.67Paid
Delivered
Shrub & Bed Care - Late Summer Feed
Chemical $0.00Labor $14.28Profit $38.960.48 hr
16-4-8 Liquid Fertilizer
$53.24
July 2026
Paid $81.67Delivered $117.24Profit $88.33
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$26.67Paid
Delivered
Shrub & Bed Care - Summer Insect
Chemical $0.00Labor $14.28Profit $38.960.48 hr
Bifenthrin 7.9%
$53.24
Signature Lawn - Summer Feed
Chemical $0.34Labor $14.28Profit $49.370.48 hr
16-4-8 Liquid Fertilizer, Celsius WG
$64.00
June 2026
Paid $81.67Delivered $63.24Profit $48.96
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$26.67Paid
Delivered
Signature Lawn - Insect Shield
Chemical $0.00Labor $14.28Profit $48.960.48 hr
Bifenthrin 7.9%, Iron Plus 6%
$63.24
May 2026
Paid $81.67Delivered $53.24Profit $38.96
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$26.67Paid
Delivered
Shrub & Bed Care - Disease Guard
Chemical $0.00Labor $14.28Profit $38.960.48 hr
Daconil Weatherstik
$53.24
April 2026
Paid $81.67Delivered $119.33Profit $89.47
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$26.67Paid
Delivered
Shrub & Bed Care - Spring Feed & Insect
Chemical $0.26Labor $14.28Profit $39.270.48 hr
Merit 75 WSP, 16-4-8 Liquid Fertilizer
$53.81
Signature Lawn - Green-Up & Sedge
Chemical $1.03Labor $14.28Profit $50.200.48 hr
24-0-11 Granular, Sedgehammer Plus
$65.51
March 2026
Paid $81.67Delivered $63.43Profit $49.06
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$26.67Paid
Delivered
Signature Lawn - Weed Control & Feed
Chemical $0.09Labor $14.28Profit $49.060.48 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$63.43
February 2026
Paid $81.67Delivered $53.24Profit $38.96
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$26.67Paid
Delivered
Shrub & Bed Care - Dormant Oil
Chemical $0.00Labor $14.28Profit $38.960.48 hr
Horticultural Oil
$53.24
January 2026
Paid $81.67Delivered $64.00Profit $49.37
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$26.67Paid
Delivered
Signature Lawn - Pre-emergent Round 1
Chemical $0.34Labor $14.28Profit $49.370.48 hr
Prodiamine 65 WDG, Atrazine 4L, Spray Pattern Dye
$64.00
December 2025
Paid $81.67
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$26.67Paid
Delivered
No work this month.
November 2025
Paid $81.67Delivered $64.00Profit $49.37
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$26.67Paid
Delivered
Signature Lawn - Winter Pre-emergent
Chemical $0.34Labor $14.28Profit $49.370.48 hr
Prodiamine 65 WDG, Atrazine 4L
$64.00
October 2025
Paid $26.67Delivered $53.24Profit $38.96
Paid
Shrub & Bed Care - 6 Visit
$26.67Paid
Delivered
Shrub & Bed Care - Fall Oil
Chemical $0.00Labor $14.28Profit $38.960.48 hr
Horticultural Oil
$53.24
Money for this customer
Revenue$749.12
Costs$0.00
Left After Costs$749.12
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 10/1/26 | Invoice | INV-2026-3537 | Paid | $62.24 |
| 9/1/26 | Invoice | INV-2026-3153 | Paid | $52.24 |
| 8/1/26 | Invoice | INV-2026-2761 | Paid | $114.48 |
| 7/1/26 | Invoice | INV-2026-2295 | Paid | $62.24 |
| 6/1/26 | Invoice | INV-2026-1909 | Paid | $52.24 |
| 5/1/26 | Invoice | INV-2026-1495 | Paid | $114.48 |
| 4/1/26 | Invoice | INV-2026-1132 | Paid | $62.24 |
| 3/1/26 | Invoice | INV-2026-0809 | Paid | $52.24 |
| 2/1/26 | Invoice | INV-2026-0466 | Paid | $62.24 |
| 12/1/25 | Invoice | INV-2025-0122 | Paid | $62.24 |
| 11/1/25 | Invoice | INV-2025-0015 | Paid | $52.24 |
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.