Premier Lawn - 9 Visit
$70.00Paid
12
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Elizabeth Perry
Lead source: Referral · 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.
LeadMar 28
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledOct 29
DoneOct 16
PaidOct 1
ReviewAug 4
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$938.1178% margin
Customer For1.6 yearssince Mar 28, 2025
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewClicked linkAug 4, 2026Worth HavingWorth havingMargin 78%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$1,686.15Paid
$1,328.67Delivered
$1,046.24Profit
$4.43Chemical
$278.00Labor
9.27Hours
$357.48Paid ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 78.7% margin. Time is the estimate for that size.
October 2026
Paid $148.27Delivered $69.70Profit $56.30
Paid
Soil Builder - 4 Visit
$23.27Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Soil Builder - Fall Potash
Chemical $0.00Labor $13.41Profit $56.300.45 hr
0-0-25 Potash Liquid, Humic 12
$69.70
September 2026
Paid $148.27Delivered $130.46Profit $102.07
Paid
Premier Lawn - 9 Visit
$70.00Paid
Soil Builder - 4 Visit
$23.27Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Fall Feed & Disease Guard
Chemical $0.10Labor $14.82Profit $50.700.49 hr
0-0-25 Potash Liquid, Azoxystrobin 2SC
$65.62
Premier Lawn - Fall Disease Guard
Chemical $0.06Labor $13.41Profit $51.370.45 hr
Azoxystrobin 2SC, 0-0-25 Potash Liquid
$64.84
August 2026
Paid $148.27Delivered $134.68Profit $107.74
Paid
Premier Lawn - 9 Visit
$70.00Paid
Soil Builder - 4 Visit
$23.27Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Soil Builder - Summer Soil Boost
Chemical $0.06Labor $13.41Profit $56.370.45 hr
Liquid Aeration, Soil Wetting Agent
$69.84
Premier Lawn - Late Summer Feed
Chemical $0.06Labor $13.41Profit $51.370.45 hr
16-4-8 Liquid Fertilizer, Soil Wetting Agent
$64.84
July 2026
Paid $148.27Delivered $130.98Profit $102.36
Paid
Premier Lawn - 9 Visit
$70.00Paid
Soil Builder - 4 Visit
$23.27Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Premier Lawn - Insect & Iron
Chemical $0.00Labor $13.41Profit $51.300.45 hr
Bifenthrin 7.9%, Iron Plus 6%
$64.70
Signature Lawn - Summer Feed
Chemical $0.40Labor $14.82Profit $51.060.49 hr
16-4-8 Liquid Fertilizer, Celsius WG
$66.28
June 2026
Paid $148.27Delivered $130.24Profit $101.95
Paid
Premier Lawn - 9 Visit
$70.00Paid
Soil Builder - 4 Visit
$23.27Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Insect Shield
Chemical $0.00Labor $14.82Profit $50.580.49 hr
Bifenthrin 7.9%, Iron Plus 6%
$65.40
Premier Lawn - Summer Feed & Sedge
Chemical $0.06Labor $13.41Profit $51.370.45 hr
16-4-8 Liquid Fertilizer, Dismiss South
$64.84
May 2026
Paid $148.27Delivered $202.72Profit $159.77
Paid
Premier Lawn - 9 Visit
$70.00Paid
Soil Builder - 4 Visit
$23.27Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Green-Up & Sedge
Chemical $1.20Labor $14.82Profit $52.020.49 hr
24-0-11 Granular, Sedgehammer Plus
$68.04
Premier Lawn - Grub Prevention
Chemical $0.06Labor $13.41Profit $51.370.45 hr
Acelepryn, Humic 12
$64.84
Soil Builder - Wetting Agent
Chemical $0.06Labor $13.41Profit $56.370.45 hr
Soil Wetting Agent, Humic 12
$69.84
April 2026
Paid $148.27
Paid
Premier Lawn - 9 Visit
$70.00Paid
Soil Builder - 4 Visit
$23.27Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
No work this month.
March 2026
Paid $148.27Delivered $266.39Profit $210.50
Paid
Premier Lawn - 9 Visit
$70.00Paid
Soil Builder - 4 Visit
$23.27Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Soil Builder - Liquid Aeration
Chemical $0.06Labor $13.41Profit $56.370.45 hr
Liquid Aeration, Humic 12
$69.84
Premier Lawn - Broadleaf & Feed
Chemical $0.06Labor $13.41Profit $51.370.45 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$64.84
Signature Lawn - Weed Control & Feed
Chemical $0.10Labor $14.82Profit $50.700.49 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$65.62
Premier Lawn - Spring Green-Up
Chemical $0.63Labor $13.41Profit $52.050.45 hr
24-0-11 Granular, Iron Plus 6%
$66.09
February 2026
Paid $125.00
Paid
Premier Lawn - 9 Visit
$70.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
No work this month.
January 2026
Paid $125.00Delivered $131.54Profit $102.66
Paid
Premier Lawn - 9 Visit
$70.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Pre-emergent Round 1
Chemical $0.40Labor $14.82Profit $51.060.49 hr
Prodiamine 65 WDG, Atrazine 4L, Spray Pattern Dye
$66.28
Premier Lawn - Pre-emergent Round 1
Chemical $0.25Labor $13.41Profit $51.600.45 hr
Prodiamine 65 WDG, Atrazine 4L
$65.26
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 $131.95Profit $102.89
Paid
Premier Lawn - 9 Visit
$70.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Winter Pre-emergent
Chemical $0.40Labor $14.82Profit $51.060.49 hr
Prodiamine 65 WDG, Atrazine 4L
$66.28
Premier Lawn - Winter Pre-emergent
Chemical $0.44Labor $13.41Profit $51.830.45 hr
Prodiamine 65 WDG, Celsius WG
$65.67
Money for this customer
Revenue$1,197.04
Costs$0.00
Left After Costs$1,197.04
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 10/1/26 | Invoice | INV-2026-3549 | Paid | $126.42 |
| 9/1/26 | Invoice | INV-2026-3171 | Paid | $123.84 |
| 8/1/26 | Invoice | INV-2026-2774 | Paid | $126.42 |
| 7/1/26 | Invoice | INV-2026-2316 | Paid | $126.42 |
| 6/1/26 | Invoice | INV-2026-1930 | Paid | $190.84 |
| 4/1/26 | Invoice | INV-2026-1145 | Paid | $250.26 |
| 2/1/26 | Invoice | INV-2026-0481 | Paid | $126.42 |
| 12/1/25 | Invoice | INV-2025-0141 | Paid | $126.42 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.