Premier Lawn - 9 Visit
$70.00Paid
11
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Sam Perry
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.
LeadJun 11
ContactedOct 19
EstimateSkipped
SentSkipped
WonSkipped
ScheduledOct 26
DoneOct 19
PaidOct 1
ReviewAug 4
Review · Step 9 of 9 · 3 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$827.3676% margin
Customer For1.4 yearssince Jun 11, 2025
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewAskedAug 4, 2026Worth HavingWorth havingMargin 76%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$1,371.01Paid
$1,260.73Delivered
$978.67Profit
$2.50Chemical
$279.56Labor
9.32Hours
$110.28Paid ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 77.6% margin. Time is the estimate for that size.
October 2026
Paid $120.10Delivered $124.02Profit $96.07
Paid
Shrub & Bed Care - 6 Visit
$26.05Paid
Soil Builder - 4 Visit
$24.05Paid
Delivered
Soil Builder - Fall Potash
Chemical $0.00Labor $13.98Profit $58.030.47 hr
0-0-25 Potash Liquid, Humic 12
$72.01
Shrub & Bed Care - Fall Oil
Chemical $0.00Labor $13.98Profit $38.030.47 hr
Horticultural Oil
$52.01
September 2026
Paid $120.10Delivered $67.18Profit $53.13
Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$26.05Paid
Soil Builder - 4 Visit
$24.05Paid
Delivered
Premier Lawn - Fall Disease Guard
Chemical $0.08Labor $13.98Profit $53.130.47 hr
Azoxystrobin 2SC, 0-0-25 Potash Liquid
$67.18
August 2026
Paid $120.10Delivered $191.38Profit $149.29
Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$26.05Paid
Soil Builder - 4 Visit
$24.05Paid
Delivered
Soil Builder - Summer Soil Boost
Chemical $0.08Labor $13.98Profit $58.130.47 hr
Liquid Aeration, Soil Wetting Agent
$72.18
Shrub & Bed Care - Late Summer Feed
Chemical $0.00Labor $13.98Profit $38.030.47 hr
16-4-8 Liquid Fertilizer
$52.01
Premier Lawn - Late Summer Feed
Chemical $0.08Labor $13.98Profit $53.130.47 hr
16-4-8 Liquid Fertilizer, Soil Wetting Agent
$67.18
July 2026
Paid $120.10Delivered $119.02Profit $91.07
Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$26.05Paid
Soil Builder - 4 Visit
$24.05Paid
Delivered
Shrub & Bed Care - Summer Insect
Chemical $0.00Labor $13.98Profit $38.030.47 hr
Bifenthrin 7.9%
$52.01
Premier Lawn - Insect & Iron
Chemical $0.00Labor $13.98Profit $53.030.47 hr
Bifenthrin 7.9%, Iron Plus 6%
$67.01
June 2026
Paid $120.10Delivered $67.18Profit $53.13
Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$26.05Paid
Soil Builder - 4 Visit
$24.05Paid
Delivered
Premier Lawn - Summer Feed & Sedge
Chemical $0.08Labor $13.98Profit $53.130.47 hr
16-4-8 Liquid Fertilizer, Dismiss South
$67.18
May 2026
Paid $120.10Delivered $191.38Profit $149.29
Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$26.05Paid
Soil Builder - 4 Visit
$24.05Paid
Delivered
Premier Lawn - Grub Prevention
Chemical $0.08Labor $13.98Profit $53.130.47 hr
Acelepryn, Humic 12
$67.18
Shrub & Bed Care - Disease Guard
Chemical $0.00Labor $13.98Profit $38.030.47 hr
Daconil Weatherstik
$52.01
Soil Builder - Wetting Agent
Chemical $0.08Labor $13.98Profit $58.130.47 hr
Soil Wetting Agent, Humic 12
$72.18
April 2026
Paid $120.10Delivered $121.25Profit $92.28
Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$26.05Paid
Soil Builder - 4 Visit
$24.05Paid
Delivered
Shrub & Bed Care - Spring Feed & Insect
Chemical $0.23Labor $13.98Profit $38.310.47 hr
Merit 75 WSP, 16-4-8 Liquid Fertilizer
$52.53
Premier Lawn - Spring Green-Up
Chemical $0.78Labor $13.98Profit $53.970.47 hr
24-0-11 Granular, Iron Plus 6%
$68.73
March 2026
Paid $120.10Delivered $72.18Profit $58.13
Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$26.05Paid
Soil Builder - 4 Visit
$24.05Paid
Delivered
Soil Builder - Liquid Aeration
Chemical $0.08Labor $13.98Profit $58.130.47 hr
Liquid Aeration, Humic 12
$72.18
February 2026
Paid $96.05Delivered $119.20Profit $91.16
Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$26.05Paid
Delivered
Shrub & Bed Care - Dormant Oil
Chemical $0.00Labor $13.98Profit $38.030.47 hr
Horticultural Oil
$52.01
Premier Lawn - Broadleaf & Feed
Chemical $0.08Labor $13.98Profit $53.130.47 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$67.18
January 2026
Paid $96.05Delivered $67.70Profit $53.41
Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$26.05Paid
Delivered
Premier Lawn - Pre-emergent Round 1
Chemical $0.31Labor $13.98Profit $53.410.47 hr
Prodiamine 65 WDG, Atrazine 4L
$67.70
December 2025
Paid $96.05
Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$26.05Paid
Delivered
No work this month.
November 2025
Paid $96.05Delivered $68.21Profit $53.69
Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$26.05Paid
Delivered
Premier Lawn - Winter Pre-emergent
Chemical $0.55Labor $13.98Profit $53.690.47 hr
Prodiamine 65 WDG, Celsius WG
$68.21
October 2025
Paid $26.05Delivered $52.01Profit $38.03
Paid
Shrub & Bed Care - 6 Visit
$26.05Paid
Delivered
Shrub & Bed Care - Fall Oil
Chemical $0.00Labor $13.98Profit $38.030.47 hr
Horticultural Oil
$52.01
Money for this customer
Revenue$1,086.36
Costs$0.00
Left After Costs$1,086.36
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 10/1/26 | Invoice | INV-2026-3560 | Paid | $64.52 |
| 9/1/26 | Invoice | INV-2026-3186 | Paid | $183.56 |
| 8/1/26 | Invoice | INV-2026-2792 | Paid | $114.04 |
| 7/1/26 | Invoice | INV-2026-2340 | Paid | $64.52 |
| 6/1/26 | Invoice | INV-2026-1950 | Paid | $183.56 |
| 5/1/26 | Invoice | INV-2026-1539 | Paid | $114.04 |
| 4/1/26 | Invoice | INV-2026-1167 | Paid | $69.52 |
| 3/1/26 | Invoice | INV-2026-0832 | Paid | $114.04 |
| 2/1/26 | Invoice | INV-2026-0501 | Paid | $64.52 |
| 12/1/25 | Invoice | INV-2025-0161 | Paid | $64.52 |
| 11/1/25 | Invoice | INV-2025-0024 | Paid | $49.52 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.