Signature Lawn - 7 Visit
$55.00Paid
4
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Ben Richardson
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
LeadMay 30
ContactedOct 24
EstimateSkipped
SentSkipped
WonSkipped
ScheduledJan 25
DoneOct 24
PaidSep 1
ReviewAug 23
Review · Step 9 of 9 · 3 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$644.3472% margin
Customer For2.4 yearssince May 30, 2024
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewAskedAug 23, 2026Worth HavingWorth havingMargin 72%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$2,078.59Paid
$1,256.95Delivered
$965.14Profit
$6.71Chemical
$285.10Labor
9.50Hours
$821.63Paid ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 76.8% margin. Time is the estimate for that size.
October 2026
Paid $215.08Delivered $187.37Profit $143.41
Paid
Fire Ant & Flea - 2 Visit
$11.08Paid
Essential Lawn - 5 Visit
$40.00Paid
Essential Lawn - 5 Visit
$109.00Paid
Delivered
Essential Lawn - Fall Pre-emergent
Chemical $0.32Labor $14.09Profit $48.570.47 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$62.98
Essential Lawn - Fall Pre-emergent
Chemical $0.39Labor $14.74Profit $47.270.49 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$62.40
Signature Lawn - Winter Pre-emergent
Chemical $0.32Labor $14.09Profit $47.570.47 hr
Prodiamine 65 WDG, Atrazine 4L
$61.99
September 2026
Paid $215.08Delivered $128.00Profit $99.66
Paid
Signature Lawn - 7 Visit
$55.00Paid
Fire Ant & Flea - 2 Visit
$11.08Paid
Essential Lawn - 5 Visit
$40.00Paid
Essential Lawn - 5 Visit
$109.00Paid
Delivered
Fire Ant & Flea - Fall Ant Bait
Chemical $0.08Labor $14.09Profit $52.330.47 hr
Fire Ant Bait
$66.50
Signature Lawn - Fall Feed & Disease Guard
Chemical $0.08Labor $14.09Profit $47.330.47 hr
0-0-25 Potash Liquid, Azoxystrobin 2SC
$61.50
August 2026
Paid $215.08Delivered $185.46Profit $142.21
Paid
Signature Lawn - 7 Visit
$55.00Paid
Fire Ant & Flea - 2 Visit
$11.08Paid
Essential Lawn - 5 Visit
$40.00Paid
Essential Lawn - 5 Visit
$109.00Paid
Delivered
Signature Lawn - Summer Feed
Chemical $0.32Labor $14.09Profit $47.570.47 hr
16-4-8 Liquid Fertilizer, Celsius WG
$61.99
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $14.74Profit $46.720.49 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$61.46
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $14.09Profit $47.920.47 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$62.01
July 2026
Paid $215.08
Paid
Signature Lawn - 7 Visit
$55.00Paid
Fire Ant & Flea - 2 Visit
$11.08Paid
Essential Lawn - 5 Visit
$40.00Paid
Essential Lawn - 5 Visit
$109.00Paid
Delivered
No work this month.
June 2026
Paid $215.08Delivered $191.51Profit $146.08
Paid
Signature Lawn - 7 Visit
$55.00Paid
Fire Ant & Flea - 2 Visit
$11.08Paid
Essential Lawn - 5 Visit
$40.00Paid
Essential Lawn - 5 Visit
$109.00Paid
Delivered
Signature Lawn - Insect Shield
Chemical $0.00Labor $14.09Profit $47.250.47 hr
Bifenthrin 7.9%, Iron Plus 6%
$61.34
Essential Lawn - Summer Feed & Weed
Chemical $1.37Labor $14.74Profit $48.640.49 hr
24-0-11 Granular, Celsius WG
$64.76
Essential Lawn - Summer Feed & Weed
Chemical $1.13Labor $14.09Profit $50.190.47 hr
24-0-11 Granular, Celsius WG
$65.41
May 2026
Paid $215.08Delivered $63.28Profit $48.22
Paid
Signature Lawn - 7 Visit
$55.00Paid
Fire Ant & Flea - 2 Visit
$11.08Paid
Essential Lawn - 5 Visit
$40.00Paid
Essential Lawn - 5 Visit
$109.00Paid
Delivered
Signature Lawn - Green-Up & Sedge
Chemical $0.97Labor $14.09Profit $48.220.47 hr
24-0-11 Granular, Sedgehammer Plus
$63.28
April 2026
Paid $215.08Delivered $190.45Profit $147.27
Paid
Signature Lawn - 7 Visit
$55.00Paid
Fire Ant & Flea - 2 Visit
$11.08Paid
Essential Lawn - 5 Visit
$40.00Paid
Essential Lawn - 5 Visit
$109.00Paid
Delivered
Essential Lawn - Spring Green-Up
Chemical $0.10Labor $14.74Profit $46.860.49 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$61.70
Essential Lawn - Spring Green-Up
Chemical $0.08Labor $14.09Profit $48.080.47 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$62.25
Fire Ant & Flea - Spring Ant Bait
Chemical $0.08Labor $14.09Profit $52.330.47 hr
Fire Ant Bait
$66.50
March 2026
Paid $204.00Delivered $61.50Profit $47.33
Paid
Signature Lawn - 7 Visit
$55.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Essential Lawn - 5 Visit
$109.00Paid
Delivered
Signature Lawn - Weed Control & Feed
Chemical $0.08Labor $14.09Profit $47.330.47 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$61.50
February 2026
Paid $204.00Delivered $187.37Profit $143.41
Paid
Signature Lawn - 7 Visit
$55.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Essential Lawn - 5 Visit
$109.00Paid
Delivered
Signature Lawn - Pre-emergent Round 1
Chemical $0.32Labor $14.09Profit $47.570.47 hr
Prodiamine 65 WDG, Atrazine 4L, Spray Pattern Dye
$61.99
Essential Lawn - Pre-emergent & Feed
Chemical $0.39Labor $14.74Profit $47.270.49 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$62.40
Essential Lawn - Pre-emergent & Feed
Chemical $0.32Labor $14.09Profit $48.570.47 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$62.98
January 2026
Paid $55.00
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
No work this month.
December 2025
Paid $55.00
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
No work this month.
November 2025
Paid $55.00Delivered $61.99Profit $47.57
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Winter Pre-emergent
Chemical $0.32Labor $14.09Profit $47.570.47 hr
Prodiamine 65 WDG, Atrazine 4L
$61.99
Money for this customer
Revenue$896.22
Costs$0.00
Left After Costs$896.22
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 9/1/26 | Invoice | INV-2026-3155 | Paid | $177.40 |
| 7/1/26 | Invoice | INV-2026-2297 | Paid | $177.40 |
| 6/1/26 | Invoice | INV-2026-1911 | Paid | $60.54 |
| 5/1/26 | Invoice | INV-2026-1497 | Paid | $182.40 |
| 4/1/26 | Invoice | INV-2026-1133 | Paid | $60.54 |
| 3/1/26 | Invoice | INV-2026-0811 | Paid | $177.40 |
| 12/1/25 | Invoice | INV-2025-0123 | Paid | $60.54 |
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.