Signature Lawn - 7 Visit
$106.00Paid
4
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Rachel Cooper
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.
Call Ahead
LeadDec 15
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledOct 31
DoneOct 23
PaidSep 1
ReviewAug 26
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$440.1072% margin
Customer For313 dayssince Dec 15, 2025
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewClicked linkAug 26, 2026Worth HavingWorth havingMargin 72%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$1,554.00Paid
$723.84Delivered
$543.41Profit
$1.84Chemical
$178.59Labor
5.95Hours
$830.16Paid ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 75.1% margin. Time is the estimate for that size.
October 2026
Paid $127.69Delivered $43.36Profit $31.44
Delivered
Shrub & Bed Care - Fall Oil
Chemical $0.00Labor $11.92Profit $31.440.40 hr
Horticultural Oil
$43.36
September 2026
Paid $127.69Delivered $59.66Profit $45.99
Paid
Signature Lawn - 7 Visit
$106.00Paid
Shrub & Bed Care - 6 Visit
$21.69Paid
Delivered
Signature Lawn - Fall Feed & Disease Guard
Chemical $0.07Labor $13.60Profit $45.990.45 hr
0-0-25 Potash Liquid, Azoxystrobin 2SC
$59.66
August 2026
Paid $127.69Delivered $43.36Profit $31.44
Paid
Signature Lawn - 7 Visit
$106.00Paid
Shrub & Bed Care - 6 Visit
$21.69Paid
Delivered
Shrub & Bed Care - Late Summer Feed
Chemical $0.00Labor $11.92Profit $31.440.40 hr
16-4-8 Liquid Fertilizer
$43.36
July 2026
Paid $127.69Delivered $103.42Profit $77.64
Paid
Signature Lawn - 7 Visit
$106.00Paid
Shrub & Bed Care - 6 Visit
$21.69Paid
Delivered
Shrub & Bed Care - Summer Insect
Chemical $0.00Labor $11.92Profit $31.440.40 hr
Bifenthrin 7.9%
$43.36
Signature Lawn - Summer Feed
Chemical $0.27Labor $13.60Profit $46.200.45 hr
16-4-8 Liquid Fertilizer, Celsius WG
$60.06
June 2026
Paid $127.69Delivered $59.52Profit $45.92
Paid
Signature Lawn - 7 Visit
$106.00Paid
Shrub & Bed Care - 6 Visit
$21.69Paid
Delivered
Signature Lawn - Insect Shield
Chemical $0.00Labor $13.60Profit $45.920.45 hr
Bifenthrin 7.9%, Iron Plus 6%
$59.52
May 2026
Paid $127.69Delivered $104.51Profit $78.18
Paid
Signature Lawn - 7 Visit
$106.00Paid
Shrub & Bed Care - 6 Visit
$21.69Paid
Delivered
Signature Lawn - Green-Up & Sedge
Chemical $0.82Labor $13.60Profit $46.740.45 hr
24-0-11 Granular, Sedgehammer Plus
$61.15
Shrub & Bed Care - Disease Guard
Chemical $0.00Labor $11.92Profit $31.440.40 hr
Daconil Weatherstik
$43.36
April 2026
Paid $127.69Delivered $43.50Profit $31.52
Paid
Signature Lawn - 7 Visit
$106.00Paid
Shrub & Bed Care - 6 Visit
$21.69Paid
Delivered
Shrub & Bed Care - Spring Feed & Insect
Chemical $0.07Labor $11.92Profit $31.520.40 hr
Merit 75 WSP, 16-4-8 Liquid Fertilizer
$43.50
March 2026
Paid $127.69Delivered $59.66Profit $45.99
Paid
Signature Lawn - 7 Visit
$106.00Paid
Shrub & Bed Care - 6 Visit
$21.69Paid
Delivered
Signature Lawn - Weed Control & Feed
Chemical $0.07Labor $13.60Profit $45.990.45 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$59.66
February 2026
Paid $127.69Delivered $43.36Profit $31.44
Paid
Signature Lawn - 7 Visit
$106.00Paid
Shrub & Bed Care - 6 Visit
$21.69Paid
Delivered
Shrub & Bed Care - Dormant Oil
Chemical $0.00Labor $11.92Profit $31.440.40 hr
Horticultural Oil
$43.36
January 2026
Paid $127.69Delivered $60.06Profit $46.20
Paid
Signature Lawn - 7 Visit
$106.00Paid
Shrub & Bed Care - 6 Visit
$21.69Paid
Delivered
Signature Lawn - Pre-emergent Round 1
Chemical $0.27Labor $13.60Profit $46.200.45 hr
Prodiamine 65 WDG, Atrazine 4L, Spray Pattern Dye
$60.06
December 2025
Paid $127.69
Paid
Signature Lawn - 7 Visit
$106.00Paid
Shrub & Bed Care - 6 Visit
$21.69Paid
Delivered
No work this month.
November 2025
Paid $127.69Delivered $60.06Profit $46.20
Paid
Signature Lawn - 7 Visit
$106.00Paid
Shrub & Bed Care - 6 Visit
$21.69Paid
Delivered
Signature Lawn - Winter Pre-emergent
Chemical $0.27Labor $13.60Profit $46.200.45 hr
Prodiamine 65 WDG, Atrazine 4L
$60.06
October 2025
Paid $21.69Delivered $43.36Profit $31.44
Paid
Shrub & Bed Care - 6 Visit
$21.69Paid
Delivered
Shrub & Bed Care - Fall Oil
Chemical $0.00Labor $11.92Profit $31.440.40 hr
Horticultural Oil
$43.36
Money for this customer
Revenue$613.44
Costs$0.00
Left After Costs$613.44
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 9/1/26 | Invoice | INV-2026-3185 | Paid | $46.12 |
| 8/1/26 | Invoice | INV-2026-2790 | Paid | $102.24 |
| 7/1/26 | Invoice | INV-2026-2332 | Paid | $56.12 |
| 6/1/26 | Invoice | INV-2026-1940 | Paid | $102.24 |
| 5/1/26 | Invoice | INV-2026-1527 | Paid | $46.12 |
| 4/1/26 | Invoice | INV-2026-1159 | Paid | $56.12 |
| 3/1/26 | Invoice | INV-2026-0831 | Paid | $46.12 |
| 2/1/26 | Invoice | INV-2026-0492 | Paid | $56.12 |
| 12/1/25 | Invoice | INV-2025-0149 | Paid | $56.12 |
| 11/1/25 | Invoice | INV-2025-0021 | Paid | $46.12 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.