Signature Lawn - 7 Visit
$55.00Paid
5
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Robert Credeur
Lead source: Website · 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.
LeadNov 25
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledOct 26
DoneOct 15
PaidOct 1
ReviewAug 27
Review · Step 9 of 9 · 4 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$1,166.1074% margin
Customer For1.9 yearssince Nov 25, 2024
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewAskedAug 27, 2026Worth HavingWorth havingMargin 74%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$2,642.16Paid
$1,573.72Delivered
$1,199.14Profit
$4.76Chemical
$369.82Labor
12.33Hours
$1,068.45Paid ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 76.2% margin. Time is the estimate for that size.
October 2026
Paid $242.71Delivered $109.93Profit $83.92
Paid
Shrub & Bed Care - 6 Visit
$97.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$20.71Paid
Delivered
Premier Lawn - Fall Disease Guard
Chemical $0.08Labor $13.98Profit $52.020.47 hr
Azoxystrobin 2SC, 0-0-25 Potash Liquid
$66.08
Shrub & Bed Care - Fall Oil
Chemical $0.00Labor $11.95Profit $31.900.40 hr
Horticultural Oil
$43.85
September 2026
Paid $242.71Delivered $65.78Profit $50.82
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$97.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$20.71Paid
Delivered
Signature Lawn - Fall Feed & Disease Guard
Chemical $0.10Labor $14.86Profit $50.820.50 hr
0-0-25 Potash Liquid, Azoxystrobin 2SC
$65.78
August 2026
Paid $242.71Delivered $151.33Profit $113.93
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$97.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$20.71Paid
Delivered
Premier Lawn - Late Summer Feed
Chemical $0.08Labor $13.98Profit $52.020.47 hr
16-4-8 Liquid Fertilizer, Soil Wetting Agent
$66.08
Shrub & Bed Care - Late Summer Feed
Chemical $0.00Labor $11.95Profit $31.900.40 hr
16-4-8 Liquid Fertilizer
$43.85
Shrub & Bed Care - Late Summer Feed
Chemical $0.00Labor $11.38Profit $30.020.38 hr
16-4-8 Liquid Fertilizer
$41.40
July 2026
Paid $242.71Delivered $217.61Profit $165.04
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$97.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$20.71Paid
Delivered
Shrub & Bed Care - Summer Insect
Chemical $0.00Labor $11.38Profit $30.020.38 hr
Bifenthrin 7.9%
$41.40
Shrub & Bed Care - Summer Insect
Chemical $0.00Labor $11.95Profit $31.900.40 hr
Bifenthrin 7.9%
$43.85
Premier Lawn - Insect & Iron
Chemical $0.00Labor $13.98Profit $51.940.47 hr
Bifenthrin 7.9%, Iron Plus 6%
$65.92
Signature Lawn - Summer Feed
Chemical $0.40Labor $14.86Profit $51.180.50 hr
16-4-8 Liquid Fertilizer, Celsius WG
$66.44
June 2026
Paid $242.71Delivered $131.63Profit $102.72
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$97.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$20.71Paid
Delivered
Signature Lawn - Insect Shield
Chemical $0.00Labor $14.86Profit $50.700.50 hr
Bifenthrin 7.9%, Iron Plus 6%
$65.55
Premier Lawn - Summer Feed & Sedge
Chemical $0.08Labor $13.98Profit $52.020.47 hr
16-4-8 Liquid Fertilizer, Dismiss South
$66.08
May 2026
Paid $242.71Delivered $219.55Profit $166.09
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$97.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$20.71Paid
Delivered
Signature Lawn - Green-Up & Sedge
Chemical $1.21Labor $14.86Profit $52.150.50 hr
24-0-11 Granular, Sedgehammer Plus
$68.22
Premier Lawn - Grub Prevention
Chemical $0.08Labor $13.98Profit $52.020.47 hr
Acelepryn, Humic 12
$66.08
Shrub & Bed Care - Disease Guard
Chemical $0.00Labor $11.38Profit $30.020.38 hr
Daconil Weatherstik
$41.40
Shrub & Bed Care - Disease Guard
Chemical $0.00Labor $11.95Profit $31.900.40 hr
Daconil Weatherstik
$43.85
April 2026
Paid $242.71Delivered $111.50Profit $84.71
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$97.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$20.71Paid
Delivered
Premier Lawn - Spring Green-Up
Chemical $0.78Labor $13.98Profit $52.720.47 hr
24-0-11 Granular, Iron Plus 6%
$67.48
Shrub & Bed Care - Spring Feed & Insect
Chemical $0.08Labor $11.95Profit $31.990.40 hr
Merit 75 WSP, 16-4-8 Liquid Fertilizer
$44.02
March 2026
Paid $242.71Delivered $173.31Profit $132.89
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$97.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$20.71Paid
Delivered
Premier Lawn - Broadleaf & Feed
Chemical $0.08Labor $13.98Profit $52.020.47 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$66.08
Signature Lawn - Weed Control & Feed
Chemical $0.10Labor $14.86Profit $50.820.50 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$65.78
Shrub & Bed Care - Spring Feed & Insect
Chemical $0.03Labor $11.38Profit $30.050.38 hr
Merit 75 WSP, 16-4-8 Liquid Fertilizer
$41.46
February 2026
Paid $242.71Delivered $85.25Profit $61.91
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$97.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$20.71Paid
Delivered
Shrub & Bed Care - Dormant Oil
Chemical $0.00Labor $11.95Profit $31.900.40 hr
Horticultural Oil
$43.85
Shrub & Bed Care - Dormant Oil
Chemical $0.00Labor $11.38Profit $30.020.38 hr
Horticultural Oil
$41.40
January 2026
Paid $145.71Delivered $132.99Profit $103.44
Paid
Signature Lawn - 7 Visit
$55.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$20.71Paid
Delivered
Premier Lawn - Pre-emergent Round 1
Chemical $0.31Labor $13.98Profit $52.250.47 hr
Prodiamine 65 WDG, Atrazine 4L
$66.54
Signature Lawn - Pre-emergent Round 1
Chemical $0.40Labor $14.86Profit $51.180.50 hr
Prodiamine 65 WDG, Atrazine 4L, Spray Pattern Dye
$66.44
December 2025
Paid $145.71
Paid
Signature Lawn - 7 Visit
$55.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$20.71Paid
Delivered
No work this month.
November 2025
Paid $145.71Delivered $133.45Profit $103.67
Paid
Signature Lawn - 7 Visit
$55.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$20.71Paid
Delivered
Signature Lawn - Winter Pre-emergent
Chemical $0.40Labor $14.86Profit $51.180.50 hr
Prodiamine 65 WDG, Atrazine 4L
$66.44
Premier Lawn - Winter Pre-emergent
Chemical $0.55Labor $13.98Profit $52.490.47 hr
Prodiamine 65 WDG, Celsius WG
$67.01
October 2025
Paid $20.71Delivered $41.40Profit $30.02
Paid
Shrub & Bed Care - 6 Visit
$20.71Paid
Delivered
Shrub & Bed Care - Fall Oil
Chemical $0.00Labor $11.38Profit $30.020.38 hr
Horticultural Oil
$41.40
Money for this customer
Revenue$1,571.36
Costs$0.00
Left After Costs$1,571.36
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 10/1/26 | Invoice | INV-2026-3553 | Paid | $67.34 |
| 9/1/26 | Invoice | INV-2026-3173 | Paid | $171.38 |
| 8/1/26 | Invoice | INV-2026-2777 | Paid | $238.72 |
| 7/1/26 | Invoice | INV-2026-2318 | Paid | $131.86 |
| 6/1/26 | Invoice | INV-2026-1928 | Paid | $238.72 |
| 5/1/26 | Invoice | INV-2026-1515 | Paid | $121.86 |
| 4/1/26 | Invoice | INV-2026-1148 | Paid | $181.38 |
| 3/1/26 | Invoice | INV-2026-0824 | Paid | $106.86 |
| 2/1/26 | Invoice | INV-2026-0481 | Paid | $131.86 |
| 12/1/25 | Invoice | INV-2025-0138 | Paid | $131.86 |
| 11/1/25 | Invoice | INV-2025-0019 | Paid | $49.52 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.