Essential Lawn - 5 Visit
$40.00Paid
4
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Brian Rogers
Lead source: Other · 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.
Irrigation
LeadMay 4
ContactedSkipped
Site SurveySkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledFeb 10
DoneOct 15
PaidOct 1
Review
Paid · Step 9 of 10 · 5 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$371.8473% margin
Customer For174 dayssince May 4, 2026
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewNot askedask from the Reviews tabWorth HavingWorth havingMargin 73%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$551.06Paid
$605.08Delivered
$464.79Profit
$2.80Chemical
$137.49Labor
4.58Hours
$54.02Work 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 $61.23Delivered $69.86Profit $54.14
Delivered
Essential Lawn - Fall Pre-emergent
Chemical $0.45Labor $15.28Profit $54.140.51 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$69.86
September 2026
Paid $61.23Delivered $63.86Profit $48.47
Paid
Essential Lawn - 5 Visit
$40.00Paid
Bed & Gravel Weed Control
$21.23Paid
Delivered
Bed & Gravel Weed Control - Fall Barrier
Chemical $0.11Labor $15.28Profit $48.470.51 hr
Indaziflam Surface, Glyphosate 41%
$63.86
August 2026
Paid $61.23Delivered $68.52Profit $53.24
Paid
Essential Lawn - 5 Visit
$40.00Paid
Bed & Gravel Weed Control
$21.23Paid
Delivered
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $15.28Profit $53.240.51 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$68.52
July 2026
Paid $61.23Delivered $63.52Profit $48.24
Paid
Essential Lawn - 5 Visit
$40.00Paid
Bed & Gravel Weed Control
$21.23Paid
Delivered
Bed & Gravel Weed Control - Spot Spray 2
Chemical $0.00Labor $15.28Profit $48.240.51 hr
Glyphosate 41%
$63.52
June 2026
Paid $61.23Delivered $73.22Profit $56.38
Paid
Essential Lawn - 5 Visit
$40.00Paid
Bed & Gravel Weed Control
$21.23Paid
Delivered
Essential Lawn - Summer Feed & Weed
Chemical $1.57Labor $15.28Profit $56.380.51 hr
24-0-11 Granular, Celsius WG
$73.22
May 2026
Paid $61.23
Paid
Essential Lawn - 5 Visit
$40.00Paid
Bed & Gravel Weed Control
$21.23Paid
Delivered
No work this month.
April 2026
Paid $61.23Delivered $132.38Profit $101.71
Paid
Essential Lawn - 5 Visit
$40.00Paid
Bed & Gravel Weed Control
$21.23Paid
Delivered
Essential Lawn - Spring Green-Up
Chemical $0.11Labor $15.28Profit $53.470.51 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$68.86
Bed & Gravel Weed Control - Spot Spray 1
Chemical $0.00Labor $15.28Profit $48.240.51 hr
Glyphosate 41%
$63.52
March 2026
Paid $61.23
Paid
Essential Lawn - 5 Visit
$40.00Paid
Bed & Gravel Weed Control
$21.23Paid
Delivered
No work this month.
February 2026
Paid $61.23Delivered $133.72Profit $102.61
Paid
Essential Lawn - 5 Visit
$40.00Paid
Bed & Gravel Weed Control
$21.23Paid
Delivered
Essential Lawn - Pre-emergent & Feed
Chemical $0.45Labor $15.28Profit $54.140.51 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$69.86
Bed & Gravel Weed Control - Pre-emergent Barrier
Chemical $0.11Labor $15.28Profit $48.470.51 hr
Indaziflam Surface, Spray Pattern Dye
$63.86
Money for this customer
Revenue$508.64
Costs$0.00
Left After Costs$508.64
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 10/1/26 | Invoice | INV-2026-3551 | Paid | $61.08 |
| 9/1/26 | Invoice | INV-2026-3171 | Paid | $66.08 |
| 8/1/26 | Invoice | INV-2026-2775 | Paid | $61.08 |
| 7/1/26 | Invoice | INV-2026-2316 | Paid | $66.08 |
| 5/1/26 | Invoice | INV-2026-1513 | Paid | $127.16 |
| 3/1/26 | Invoice | INV-2026-0823 | Paid | $127.16 |
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.