Signature Lawn - 7 Visit
$55.00Paid
4
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Amanda Jackson
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.
Gate Code
LeadJul 27
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledOct 25
DoneSep 13
PaidOct 1
ReviewAug 27
Paid · Step 8 of 9 · 4 skipped
Next: Collect
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$139.0038 days late
Profit, 12 Months$568.8874% margin
Customer For89 dayssince Jul 27, 2026
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewAskedAug 27, 2026Worth HavingKeep an eye onBalance 38 days late, margin 74%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$864.23Paid
$657.44Delivered
$494.95Profit
$2.62Chemical
$159.87Labor
5.33Hours
$206.79Paid 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 $75.42
Delivered
No work this month.
September 2026
Paid $75.42Delivered $64.20Profit $49.28
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$20.42Paid
Delivered
Signature Lawn - Fall Feed & Disease Guard
Chemical $0.10Labor $14.82Profit $49.280.49 hr
0-0-25 Potash Liquid, Azoxystrobin 2SC
$64.20
August 2026
Paid $75.42Delivered $105.64Profit $79.19
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$20.42Paid
Delivered
Signature Lawn - Summer Feed
Chemical $0.40Labor $14.82Profit $49.580.49 hr
16-4-8 Liquid Fertilizer, Celsius WG
$64.80
Shrub & Bed Care - Late Summer Feed
Chemical $0.00Labor $11.23Profit $29.610.37 hr
16-4-8 Liquid Fertilizer
$40.84
July 2026
Paid $75.42Delivered $40.84Profit $29.61
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$20.42Paid
Delivered
Shrub & Bed Care - Summer Insect
Chemical $0.00Labor $11.23Profit $29.610.37 hr
Bifenthrin 7.9%
$40.84
June 2026
Paid $75.42Delivered $64.00Profit $49.18
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$20.42Paid
Delivered
Signature Lawn - Insect Shield
Chemical $0.00Labor $14.82Profit $49.180.49 hr
Bifenthrin 7.9%, Iron Plus 6%
$64.00
May 2026
Paid $75.42Delivered $107.24Profit $79.99
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$20.42Paid
Delivered
Signature Lawn - Green-Up & Sedge
Chemical $1.20Labor $14.82Profit $50.380.49 hr
24-0-11 Granular, Sedgehammer Plus
$66.40
Shrub & Bed Care - Disease Guard
Chemical $0.00Labor $11.23Profit $29.610.37 hr
Daconil Weatherstik
$40.84
April 2026
Paid $75.42Delivered $40.88Profit $29.63
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$20.42Paid
Delivered
Shrub & Bed Care - Spring Feed & Insect
Chemical $0.02Labor $11.23Profit $29.630.37 hr
Merit 75 WSP, 16-4-8 Liquid Fertilizer
$40.88
March 2026
Paid $75.42Delivered $64.20Profit $49.28
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$20.42Paid
Delivered
Signature Lawn - Weed Control & Feed
Chemical $0.10Labor $14.82Profit $49.280.49 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$64.20
February 2026
Paid $75.42
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$20.42Paid
Delivered
No work this month.
January 2026
Paid $75.42Delivered $105.64Profit $79.19
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$20.42Paid
Delivered
Shrub & Bed Care - Dormant Oil
Chemical $0.00Labor $11.23Profit $29.610.37 hr
Horticultural Oil
$40.84
Signature Lawn - Pre-emergent Round 1
Chemical $0.40Labor $14.82Profit $49.580.49 hr
Prodiamine 65 WDG, Atrazine 4L, Spray Pattern Dye
$64.80
December 2025
Paid $55.00
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
No work this month.
November 2025
Paid $55.00Delivered $64.80Profit $49.58
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Winter Pre-emergent
Chemical $0.40Labor $14.82Profit $49.580.49 hr
Prodiamine 65 WDG, Atrazine 4L
$64.80
Money for this customer
Revenue$769.00
Costs$0.00
Left After Costs$769.00
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 10/1/26 | Invoice | INV-2026-3547 | Paid | $67.00 |
| 9/1/26 | Invoice | INV-2026-3165 | Open | $139.00 |
| 8/1/26 | Invoice | INV-2026-2769 | Paid | $57.00 |
| 7/1/26 | Invoice | INV-2026-2309 | Paid | $67.00 |
| 6/1/26 | Invoice | INV-2026-1921 | Paid | $124.00 |
| 5/1/26 | Invoice | INV-2026-1506 | Paid | $57.00 |
| 4/1/26 | Invoice | INV-2026-1141 | Paid | $67.00 |
| 2/1/26 | Invoice | INV-2026-0474 | Paid | $124.00 |
| 12/1/25 | Invoice | INV-2025-0131 | Paid | $67.00 |
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.