Alex Green

(337)555-0142 alex.green96@example.com 215 North Crocker Street, Sulphur LA 70663

Lead source: Google Search · Tax: Demo City 10.75%

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 26

ContactedOct 2

EstimateSkipped

SentSkipped

WonSkipped

ScheduledOct 25

DoneOct 19

PaidSep 1

ReviewAug 22

Review · Step 9 of 9 · 3 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$753.8181% margin

Customer For3.2 yearssince Jul 26, 2023

Pay SpeedNo data yetaverage days to pay

Callbacks0re-dos logged

ReviewAskedAug 22, 2026

Worth HavingWorth havingMargin 81%

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

Assign

Put this customer on a program or add a one-time Service.MoreLess

What It Does: Adds the program or Service to one of their properties.
What It Changes: The Services land on Base on their dates and are billed by their billing type.
How to Use: Pick the property.
Pick a program or a one-time Service.
Click Assign.

Help Article

Property*

Assign*

Program*

Service*

Alex Green - Home Billing Address

215 North Crocker Street, Sulphur

Turf 6,700 Landscape 2,300 Difficulty 1

Biweekly MowingMonthlyRenewable6,700 ft²Difficulty 1

Billing

Each Service bills that amount on the 1st after the service is done. It is not added to the monthly payment.

$1,416.36Billed / Year

$118.03Monthly

$0.00Chemical

$298.28Labor Overhead

$1,118.08Gross Profit

78.9%Gross Margin

Step	Service	TBC	Visit Price	Done
1	Biweekly Mowing	January 15th	$64.38	10/9/26
2	Biweekly Mowing	February 15th	$64.38	10/9/26
3	Biweekly Mowing	March 8th	$64.38	10/9/26
4	Biweekly Mowing	March 23rd	$64.38	10/9/26
5	Biweekly Mowing	April 8th	$64.38	10/9/26
6	Biweekly Mowing	April 23rd	$64.38	10/9/26
7	Biweekly Mowing	May 8th	$64.38	10/9/26
8	Biweekly Mowing	May 23rd	$64.38	10/9/26
9	Biweekly Mowing	June 5th	$64.38	10/9/26
10	Biweekly Mowing	June 15th	$64.38	10/9/26
11	Biweekly Mowing	June 25th	$64.38	10/9/26
12	Biweekly Mowing	July 5th	$64.38	10/9/26
13	Biweekly Mowing	July 15th	$64.38	10/9/26
14	Biweekly Mowing	July 25th	$64.38	10/9/26
15	Biweekly Mowing	August 8th	$64.38	10/9/26
16	Biweekly Mowing	August 23rd	$64.38	10/9/26
17	Biweekly Mowing	September 8th	$64.38	10/9/26
18	Biweekly Mowing	September 23rd	$64.38	10/9/26
19	Biweekly Mowing	October 8th	$64.38	10/9/26
20	Biweekly Mowing	October 23rd	$64.38	10/9/26
21	Biweekly Mowing	November 15th	$64.38	10/9/26
22	Biweekly Mowing	December 15th	$64.38	10/9/26

Each Service

Billed on the 1st after each service. It is not part of the monthly payment.

Essential Lawn - 5 VisitMonthlyRenewable6,700 ft²Difficulty 1

Billing

Each Service bills that amount on the 1st after the service is done. It is not added to the monthly payment.

$480.00Billed / Year

$40.00Monthly

$1.54Chemical

$67.79Labor Overhead

$410.67Gross Profit

85.6%Gross Margin

Step	Service	TBC	Visit Price	Done
1	Essential Lawn - Pre-emergent & Feed	February 10th	$54.92	2/8/26
2	Essential Lawn - Spring Green-Up	April 15th	$54.51	4/16/26
3	Essential Lawn - Summer Feed & Weed	June 15th	$56.26	6/15/26
4	Essential Lawn - Late Summer Feed	August 20th	$54.38	8/21/26
5	Essential Lawn - Fall Pre-emergent	October 15th	$54.92	10/19/26

Monthly Override

Calculated monthly is $40.00. Leave blank to use that.

Shrub & Bed Care - 6 VisitMonthlyRenewable2,300 ft²Difficulty 1

Billing

Each Service bills that amount on the 1st after the service is done. It is not added to the monthly payment.

$259.46Billed / Year

$21.62Monthly

$0.07Chemical

$71.27Labor Overhead

$188.12Gross Profit

72.5%Gross Margin

Step	Service	TBC	Visit Price	Done
1	Shrub & Bed Care - Dormant Oil	February 1st	$43.22	2/2/26
2	Shrub & Bed Care - Spring Feed & Insect	April 1st	$43.36	3/29/26
3	Shrub & Bed Care - Disease Guard	May 20th	$43.22	5/25/26
4	Shrub & Bed Care - Summer Insect	July 5th	$43.22	7/6/26
5	Shrub & Bed Care - Late Summer Feed	August 25th	$43.22	8/27/26
6	Shrub & Bed Care - Fall Oil	October 20th	$43.22	10/18/26

Monthly Override

Calculated monthly is $21.62. Leave blank to use that.