Essential Lawn - 5 Visit
$40.00Paid
4
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Alex Green
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.
Slow Pay
LeadJul 26
ContactedOct 2
EstimateSkipped
SentSkipped
WonSkipped
ScheduledOct 25
DoneOct 19
PaidSep 1
ReviewAug 22
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$753.8181% margin
Customer For3.2 yearssince Jul 26, 2023
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewAskedAug 22, 2026Worth HavingWorth havingMargin 81%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$1,850.89Paid
$2,207.66Delivered
$1,776.38Profit
$1.61Chemical
$429.67Labor
14.32Hours
$356.77Work ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 80.5% margin. Time is the estimate for that size.
October 2026
Paid $179.65Delivered $162.52Profit $123.25
Paid
Shrub & Bed Care - 6 Visit
$21.62Paid
Biweekly Mowing
$118.03Paid
Delivered
Biweekly Mowing
Chemical $0.00Labor $13.56Profit $50.820.45 hr
$64.38
Shrub & Bed Care - Fall Oil
Chemical $0.00Labor $11.88Profit $31.340.40 hr
Horticultural Oil
$43.22
Essential Lawn - Fall Pre-emergent
Chemical $0.27Labor $13.56Profit $41.090.45 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$54.92
September 2026
Paid $295.65Delivered $128.76Profit $101.64
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$21.62Paid
Pond Clear - 3 Visit
$116.00Paid
Biweekly Mowing
$118.03Paid
Delivered
Biweekly Mowing
Chemical $0.00Labor $13.56Profit $50.820.45 hr
$64.38
Biweekly Mowing
Chemical $0.00Labor $13.56Profit $50.820.45 hr
$64.38
August 2026
Paid $179.65Delivered $376.36Profit $312.81
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$21.62Paid
Biweekly Mowing
$118.03Paid
Delivered
Biweekly Mowing
Chemical $0.00Labor $13.56Profit $50.820.45 hr
$64.38
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $13.56Profit $40.820.45 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$54.38
Biweekly Mowing
Chemical $0.00Labor $13.56Profit $50.820.45 hr
$64.38
Pond Clear - Late Summer Pond Treatment
Chemical $0.00Labor $11.00Profit $139.000.37 hr
Diquat Aquatic
$150.00
Shrub & Bed Care - Late Summer Feed
Chemical $0.00Labor $11.88Profit $31.340.40 hr
16-4-8 Liquid Fertilizer
$43.22
July 2026
Paid $179.65Delivered $236.36Profit $183.81
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$21.62Paid
Biweekly Mowing
$118.03Paid
Delivered
Biweekly Mowing
Chemical $0.00Labor $13.56Profit $50.820.45 hr
$64.38
Shrub & Bed Care - Summer Insect
Chemical $0.00Labor $11.88Profit $31.340.40 hr
Bifenthrin 7.9%
$43.22
Biweekly Mowing
Chemical $0.00Labor $13.56Profit $50.820.45 hr
$64.38
Biweekly Mowing
Chemical $0.00Labor $13.56Profit $50.820.45 hr
$64.38
June 2026
Paid $179.65Delivered $399.40Profit $333.23
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$21.62Paid
Biweekly Mowing
$118.03Paid
Delivered
Biweekly Mowing
Chemical $0.00Labor $13.56Profit $50.820.45 hr
$64.38
Essential Lawn - Summer Feed & Weed
Chemical $0.94Labor $13.56Profit $41.760.45 hr
24-0-11 Granular, Celsius WG
$56.26
Biweekly Mowing
Chemical $0.00Labor $13.56Profit $50.820.45 hr
$64.38
Pond Clear - Summer Pond Treatment
Chemical $0.00Labor $11.00Profit $139.000.37 hr
Diquat Aquatic
$150.00
Biweekly Mowing
Chemical $0.00Labor $13.56Profit $50.820.45 hr
$64.38
May 2026
Paid $179.65Delivered $171.98Profit $132.99
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$21.62Paid
Biweekly Mowing
$118.03Paid
Delivered
Biweekly Mowing
Chemical $0.00Labor $13.56Profit $50.820.45 hr
$64.38
Biweekly Mowing
Chemical $0.00Labor $13.56Profit $50.820.45 hr
$64.38
Shrub & Bed Care - Disease Guard
Chemical $0.00Labor $11.88Profit $31.340.40 hr
Daconil Weatherstik
$43.22
April 2026
Paid $179.65Delivered $333.27Profit $281.53
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$21.62Paid
Biweekly Mowing
$118.03Paid
Delivered
Biweekly Mowing
Chemical $0.00Labor $13.56Profit $50.820.45 hr
$64.38
Essential Lawn - Spring Green-Up
Chemical $0.07Labor $13.56Profit $40.890.45 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$54.51
Pond Clear - Spring Pond Treatment
Chemical $0.00Labor $11.00Profit $139.000.37 hr
Diquat Aquatic
$150.00
Biweekly Mowing
Chemical $0.00Labor $13.56Profit $50.820.45 hr
$64.38
March 2026
Paid $179.65Delivered $172.12Profit $133.05
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$21.62Paid
Biweekly Mowing
$118.03Paid
Delivered
Biweekly Mowing
Chemical $0.00Labor $13.56Profit $50.820.45 hr
$64.38
Biweekly Mowing
Chemical $0.00Labor $13.56Profit $50.820.45 hr
$64.38
Shrub & Bed Care - Spring Feed & Insect
Chemical $0.07Labor $11.88Profit $31.410.40 hr
Merit 75 WSP, 16-4-8 Liquid Fertilizer
$43.36
February 2026
Paid $179.65Delivered $162.52Profit $123.25
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$21.62Paid
Biweekly Mowing
$118.03Paid
Delivered
Shrub & Bed Care - Dormant Oil
Chemical $0.00Labor $11.88Profit $31.340.40 hr
Horticultural Oil
$43.22
Essential Lawn - Pre-emergent & Feed
Chemical $0.27Labor $13.56Profit $41.090.45 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$54.92
Biweekly Mowing
Chemical $0.00Labor $13.56Profit $50.820.45 hr
$64.38
January 2026
Paid $118.03Delivered $64.38Profit $50.82
Paid
Biweekly Mowing
$118.03Paid
Delivered
Biweekly Mowing
Chemical $0.00Labor $13.56Profit $50.820.45 hr
$64.38
Money for this customer
Revenue$927.92
Costs$0.00
Left After Costs$927.92
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 9/1/26 | Invoice | INV-2026-3178 | Paid | $261.86 |
| 8/1/26 | Invoice | INV-2026-2781 | Paid | $45.78 |
| 7/1/26 | Invoice | INV-2026-2323 | Paid | $216.08 |
| 6/1/26 | Invoice | INV-2026-1932 | Paid | $45.78 |
| 5/1/26 | Invoice | INV-2026-1519 | Paid | $216.08 |
| 4/1/26 | Invoice | INV-2026-1151 | Paid | $45.78 |
| 3/1/26 | Invoice | INV-2026-0827 | Paid | $96.56 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.