Large Patch Guard - 3 Visit
$230.78Due
5
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Amy Price
Lead source: Google Search · 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.
LeadJun 12
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledOct 31
DoneOct 24
PaidSep 1
Review
Paid · Step 8 of 9 · 4 skipped
Next: Ask for Review
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$1,089.2674% margin
Customer For3.4 yearssince Jun 12, 2023
Pay SpeedNo data yetaverage days to pay
Callbacks1re-dos logged
ReviewNot askedask from the Reviews tabWorth HavingWorth havingMargin 74%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$1,935.53Paid
$1,893.42Delivered
$1,499.84Profit
$5.06Chemical
$388.52Labor
12.95Hours
$42.11Paid ahead
$230.78Due on a coming 1st
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 79.2% margin. Time is the estimate for that size.
November 2026
Paid
Delivered
No work this month.
October 2026
Paid $387.18Delivered $283.02Profit $225.50
Paid
Premier Lawn - 9 Visit
$70.00Paid
Soil Builder - 4 Visit
$24.76Paid
Large Patch Guard - 3 Visit
$237.42Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Large Patch Guard - Large Patch 1
Chemical $0.00Labor $13.71Profit $63.220.46 hr
Azoxystrobin 2SC
$76.93
Premier Lawn - Fall Disease Guard
Chemical $0.10Labor $14.86Profit $54.380.50 hr
Azoxystrobin 2SC, 0-0-25 Potash Liquid
$69.34
Soil Builder - Fall Potash
Chemical $0.00Labor $14.86Profit $59.280.50 hr
0-0-25 Potash Liquid, Humic 12
$74.14
Signature Lawn - Winter Pre-emergent
Chemical $0.28Labor $13.71Profit $48.610.46 hr
Prodiamine 65 WDG, Atrazine 4L
$62.61
September 2026
Paid $149.76Delivered $141.24Profit $112.60
Paid
Premier Lawn - 9 Visit
$70.00Paid
Soil Builder - 4 Visit
$24.76Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Fall Feed & Disease Guard
Chemical $0.07Labor $13.71Profit $48.320.46 hr
0-0-25 Potash Liquid, Azoxystrobin 2SC
$62.10
Large Patch Guard - Large Patch 1
Chemical $0.00Labor $14.86Profit $64.280.50 hr
Azoxystrobin 2SC
$79.14
August 2026
Paid $149.76Delivered $69.34Profit $54.38
Paid
Premier Lawn - 9 Visit
$70.00Paid
Soil Builder - 4 Visit
$24.76Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Premier Lawn - Late Summer Feed
Chemical $0.10Labor $14.86Profit $54.380.50 hr
16-4-8 Liquid Fertilizer, Soil Wetting Agent
$69.34
July 2026
Paid $149.76Delivered $206.09Profit $162.28
Paid
Premier Lawn - 9 Visit
$70.00Paid
Soil Builder - 4 Visit
$24.76Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Premier Lawn - Insect & Iron
Chemical $0.00Labor $14.86Profit $54.280.50 hr
Bifenthrin 7.9%, Iron Plus 6%
$69.14
Signature Lawn - Summer Feed
Chemical $0.28Labor $13.71Profit $48.610.46 hr
16-4-8 Liquid Fertilizer, Celsius WG
$62.61
Soil Builder - Summer Soil Boost
Chemical $0.10Labor $14.86Profit $59.380.50 hr
Liquid Aeration, Soil Wetting Agent
$74.34
June 2026
Paid $149.76Delivered $131.27Profit $102.60
Paid
Premier Lawn - 9 Visit
$70.00Paid
Soil Builder - 4 Visit
$24.76Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Insect Shield
Chemical $0.00Labor $13.71Profit $48.220.46 hr
Bifenthrin 7.9%, Iron Plus 6%
$61.93
Premier Lawn - Summer Feed & Sedge
Chemical $0.10Labor $14.86Profit $54.380.50 hr
16-4-8 Liquid Fertilizer, Dismiss South
$69.34
May 2026
Paid $149.76Delivered $207.66Profit $163.18
Paid
Premier Lawn - 9 Visit
$70.00Paid
Soil Builder - 4 Visit
$24.76Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Green-Up & Sedge
Chemical $0.85Labor $13.71Profit $49.410.46 hr
24-0-11 Granular, Sedgehammer Plus
$63.97
Premier Lawn - Grub Prevention
Chemical $0.10Labor $14.86Profit $54.380.50 hr
Acelepryn, Humic 12
$69.34
Soil Builder - Wetting Agent
Chemical $0.10Labor $14.86Profit $59.380.50 hr
Soil Wetting Agent, Humic 12
$74.34
April 2026
Paid $149.76Delivered $71.16Profit $55.29
Paid
Premier Lawn - 9 Visit
$70.00Paid
Soil Builder - 4 Visit
$24.76Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Premier Lawn - Spring Green-Up
Chemical $1.01Labor $14.86Profit $55.290.50 hr
24-0-11 Granular, Iron Plus 6%
$71.16
March 2026
Paid $149.76Delivered $213.37Profit $170.92
Paid
Premier Lawn - 9 Visit
$70.00Paid
Soil Builder - 4 Visit
$24.76Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Large Patch Guard - Large Patch 3
Chemical $0.00Labor $13.71Profit $63.220.46 hr
Azoxystrobin 2SC
$76.93
Soil Builder - Liquid Aeration
Chemical $0.10Labor $14.86Profit $59.380.50 hr
Liquid Aeration, Humic 12
$74.34
Signature Lawn - Weed Control & Feed
Chemical $0.07Labor $13.71Profit $48.320.46 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$62.10
February 2026
Paid $125.00Delivered $148.48Profit $118.67
Paid
Premier Lawn - 9 Visit
$70.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Large Patch Guard - Large Patch 3
Chemical $0.00Labor $14.86Profit $64.280.50 hr
Azoxystrobin 2SC
$79.14
Premier Lawn - Broadleaf & Feed
Chemical $0.10Labor $14.86Profit $54.380.50 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$69.34
January 2026
Paid $125.00Delivered $132.56Profit $103.30
Paid
Premier Lawn - 9 Visit
$70.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Premier Lawn - Pre-emergent Round 1
Chemical $0.40Labor $14.86Profit $54.690.50 hr
Prodiamine 65 WDG, Atrazine 4L
$69.95
Signature Lawn - Pre-emergent Round 1
Chemical $0.28Labor $13.71Profit $48.610.46 hr
Prodiamine 65 WDG, Atrazine 4L, Spray Pattern Dye
$62.61
December 2025
Paid $125.00
Paid
Premier Lawn - 9 Visit
$70.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
No work this month.
November 2025
Paid $125.00Delivered $210.09Profit $166.82
Paid
Premier Lawn - 9 Visit
$70.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Large Patch Guard - Large Patch 2
Chemical $0.00Labor $13.71Profit $63.220.46 hr
Propiconazole 14.3
$76.93
Signature Lawn - Winter Pre-emergent
Chemical $0.28Labor $13.71Profit $48.610.46 hr
Prodiamine 65 WDG, Atrazine 4L
$62.61
Premier Lawn - Winter Pre-emergent
Chemical $0.71Labor $14.86Profit $54.990.50 hr
Prodiamine 65 WDG, Celsius WG
$70.55
October 2025
Delivered $79.14Profit $64.28
Paid
No invoice this month.
Delivered
Large Patch Guard - Large Patch 2
Chemical $0.00Labor $14.86Profit $64.280.50 hr
Propiconazole 14.3
$79.14
Money for this customer
Revenue$1,462.54
Costs$0.00
Left After Costs$1,462.54
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 9/1/26 | Invoice | INV-2026-3169 | Paid | $72.34 |
| 8/1/26 | Invoice | INV-2026-2774 | Paid | $206.82 |
| 7/1/26 | Invoice | INV-2026-2314 | Paid | $129.48 |
| 6/1/26 | Invoice | INV-2026-1926 | Paid | $206.82 |
| 5/1/26 | Invoice | INV-2026-1511 | Paid | $72.34 |
| 4/1/26 | Invoice | INV-2026-1146 | Paid | $206.62 |
| 3/1/26 | Invoice | INV-2026-0821 | Paid | $154.68 |
| 2/1/26 | Invoice | INV-2026-0479 | Paid | $129.48 |
| 12/1/25 | Invoice | INV-2025-0136 | Paid | $201.62 |
| 11/1/25 | Invoice | INV-2025-0018 | Paid | $82.34 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.