Emma Clark

(337)555-0188 emma.clark83@example.com 6929 Myrtle Bluff Drive, Baton Rouge LA

Lead source: Truck Wrap · Tax: Demo Parish 9.75%

Call Text Email Directions Invoices Contract Offer Add-on Payment Methods

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.

Help Article

Slow Pay

LeadJul 20

ContactedSkipped

Site SurveySkipped

EstimateSkipped

SentSkipped

WonSkipped

ScheduledOct 31

DoneOct 15

PaidSep 1

ReviewAug 23

Review · Step 10 of 10 · 5 skipped

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.

Help Article

Lifetime ValueNo data yetfills in with the first payment Balance$0.00all paid

Profit, 12 Months$326.6664% margin

Customer For2.3 yearssince Jul 20, 2024

Pay SpeedNo data yetaverage days to pay

Callbacks0re-dos logged

ReviewAskedAug 23, 2026

Worth HavingWorth havingMargin 64%

EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route

Service History

What was put on the yard. This is the record, not the bill.

Chemicals Used

Turf

0-0-25 Potash Liquid1.24 Quarts
16-4-8 Liquid Fertilizer0.89 Gallons
24-0-11 Granular35.71 Pounds
Atrazine 4L7.32 Ounces
Celsius WG0.75 Ounces
Iron Plus 6%1.71 Pints
Nonionic Surfactant4.88 Ounces
Prodiamine 65 WDG3.51 Ounces
SpeedZone Southern EW10.84 Ounces

Landscape

16-4-8 Liquid Fertilizer1.07 Quarts
Bifenthrin 7.9%1.45 Ounces
Daconil Weatherstik5.52 Ounces
Horticultural Oil5.64 Ounces
Merit 75 WSP0.26 Ounces

10/15/26 Essential Lawn - Fall Pre-emergentEmma Clark - Home · Prodiamine 65 WDG, 0-0-25 Potash Liquid83 °F · Wind 7 mph NW · Humidity 76% · Soil Wet

Applied on TurfOpen water NoSensitive area No

08:53:00 to 09:19:00 · 26 min · Isaac Romero

Product	Where	Used	Rate	How
Prodiamine 65 WDG EPA 100-834-DEMO Prodiamine 65%	Turf	1.72 Ounces	0.18 Fluid Ounce / 1,000 Square Ft.	Hose Reel
0-0-25 Potash Liquid K 25%	Turf	1.24 Quarts	4 Fluid Ounce / 1,000 Square Ft.	Hose Reel

8/24/26 Shrub & Bed Care - Late Summer FeedEmma Clark - Home · 16-4-8 Liquid Fertilizer94 °F · Wind 5 mph S · Humidity 70% · Soil Dry

Applied on LandscapeOpen water NoSensitive area No

09:21:00 to 09:46:00 · 25 min · Isaac Romero

Product	Where	Used	Rate	How
16-4-8 Liquid Fertilizer N 16%P 4%K 8%	Landscape	1.06 Pints	6 Fluid Ounce / 1,000 Square Ft.	Hose Reel

8/22/26 Essential Lawn - Late Summer FeedEmma Clark - Home · 16-4-8 Liquid Fertilizer, Iron Plus 6%93 °F · Wind 13 mph S · Humidity 83% · Soil Wet

Applied on TurfOpen water NoSensitive area No

09:20:00 to 09:44:00 · 24 min · Isaac Romero

Product	Where	Used	Rate	How
16-4-8 Liquid Fertilizer N 16%P 4%K 8%	Turf	1.81 Quarts	6 Fluid Ounce / 1,000 Square Ft.	Hose Reel
Iron Plus 6% Iron 6%Sulfur 4%	Turf	1.71 Pints	3 Fluid Ounce / 1,000 Square Ft.	Hose Reel

6/30/26 Shrub & Bed Care - Summer InsectEmma Clark - Home · Bifenthrin 7.9%92 °F · Wind 6 mph E · Humidity 92% · Soil Moist

Applied on LandscapeOpen water NoSensitive area No

08:37:00 to 09:03:00 · 26 min · Isaac Romero

Product	Where	Used	Rate	How
Bifenthrin 7.9% EPA 53883-189-DEMO Bifenthrin 7.9%	Landscape	1.45 Ounces	0.5 Fluid Ounce / 1,000 Square Ft.	Hose Reel

6/20/26 Essential Lawn - Summer Feed & WeedEmma Clark - Home · 24-0-11 Granular, Celsius WG85 °F · Wind 5 mph W · Humidity 92% · Soil Wet

Applied on TurfOpen water NoSensitive area No

09:18:00 to 09:44:00 · 26 min · Isaac Romero

Product	Where	Used	Rate	How
24-0-11 Granular N 24%K 11%	Turf	35.71 Pounds	4 Pound / 1,000 Square Ft.	Hose Reel
Celsius WG EPA 432-1507-DEMO ThiencarbazoneIodosulfuronDicamba	Turf	0.75 Ounces	0.09 Fluid Ounce / 1,000 Square Ft.	Hose Reel

5/16/26 Shrub & Bed Care - Disease GuardEmma Clark - Home · Daconil Weatherstik82 °F · Wind 12 mph NW · Humidity 68% · Soil Moist

Applied on LandscapeOpen water NoSensitive area No

08:10:00 to 08:35:00 · 25 min · Isaac Romero

Product	Where	Used	Rate	How
Daconil Weatherstik EPA 100-1508-DEMO Chlorothalonil 54%	Landscape	5.52 Ounces	2 Fluid Ounce / 1,000 Square Ft.	Hose Reel

4/21/26 Essential Lawn - Spring Green-UpEmma Clark - Home · 16-4-8 Liquid Fertilizer, SpeedZone Southern EW76 °F · Wind 3 mph W · Humidity 48% · Soil Dry

Applied on TurfOpen water NoSensitive area No

08:51:00 to 09:15:00 · 24 min · Isaac Romero

Product	Where	Used	Rate	How
16-4-8 Liquid Fertilizer N 16%P 4%K 8%	Turf	1.74 Quarts	6 Fluid Ounce / 1,000 Square Ft.	Hose Reel
SpeedZone Southern EW EPA 2217-1053-DEMO 24-DMecopropDicambaCarfentrazone	Turf	10.84 Ounces	1.1 Fluid Ounce / 1,000 Square Ft.	Hose Reel

4/4/26 Shrub & Bed Care - Spring Feed & InsectEmma Clark - Home · Merit 75 WSP, 16-4-8 Liquid Fertilizer74 °F · Wind 2 mph W · Humidity 87% · Soil Dry

Applied on LandscapeOpen water NoSensitive area No

09:23:00 to 09:50:00 · 27 min · Isaac Romero

Product	Where	Used	Rate	How
Merit 75 WSP EPA 432-1312-DEMO Imidacloprid 75%	Landscape	0.26 Ounces	0.09 Fluid Ounce / 1,000 Square Ft.	Hose Reel
16-4-8 Liquid Fertilizer N 16%P 4%K 8%	Landscape	1.09 Pints	6 Fluid Ounce / 1,000 Square Ft.	Hose Reel

2/7/26 Essential Lawn - Pre-emergent & FeedEmma Clark - Home · Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant61 °F · Wind 16 mph SW · Humidity 87% · Soil Moist

Applied on TurfOpen water NoSensitive area No

08:04:00 to 08:24:00 · 20 min · Isaac Romero

Product	Where	Used	Rate	How
Prodiamine 65 WDG EPA 100-834-DEMO Prodiamine 65%	Turf	1.79 Ounces	0.18 Fluid Ounce / 1,000 Square Ft.	Hose Reel
Atrazine 4L EPA 100-497-DEMO Atrazine 42.6%	Turf	7.32 Ounces	0.75 Fluid Ounce / 1,000 Square Ft.	Hose Reel
Nonionic Surfactant Alkylphenol ethoxylate	Turf	4.88 Ounces	0.5 Fluid Ounce / 1,000 Square Ft.	Hose Reel

2/4/26 Shrub & Bed Care - Dormant OilEmma Clark - Home · Horticultural Oil68 °F · Wind 8 mph N · Humidity 63% · Soil Moist

Applied on LandscapeOpen water NoSensitive area No

07:56:00 to 08:16:00 · 20 min · Isaac Romero

Product	Where	Used	Rate	How
Horticultural Oil EPA 48813-1-DEMO Mineral oil 98%	Landscape	5.64 Ounces	2 Fluid Ounce / 1,000 Square Ft.	Hose Reel

Notes

Notes, voice notes and sketches attached here show on this row.