Large Patch Guard - 3 Visit
$235.19Due
11
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Roseau Row Plaza
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.
LeadDec 29
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledOct 27
DoneOct 23
PaidOct 1
ReviewAug 5
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$6,010.9480% margin
Customer For1.8 yearssince Dec 29, 2024
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewClicked linkAug 5, 2026Worth HavingWorth havingMargin 80%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$4,727.66Paid
$5,660.45Delivered
$4,325.61Profit
$30.32Chemical
$1,304.51Labor
43.48Hours
$932.79Work ahead
$529.52Due on a coming 1st
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 76.4% margin. Time is the estimate for that size.
November 2026
Delivered
No work this month.
October 2026
Paid $424.98Delivered $700.80Profit $545.84
Paid
Signature Lawn - 7 Visit
$55.00Paid
Fire Ant & Flea - 2 Visit
$15.98Paid
Bed & Gravel Weed Control
$26.87Paid
Signature Lawn - 7 Visit
$55.00Paid
Bed & Gravel Weed Control
$17.83Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$21.47Paid
Bed & Gravel Weed Control
$13.75Paid
Premier Lawn - 9 Visit
$87.55Paid
Shrub & Bed Care - 6 Visit
$21.55Paid
Soil Builder - 4 Visit
$39.98Paid
Delivered
Large Patch Guard - Large Patch 1
Chemical $0.00Labor $14.32Profit $64.080.48 hr
Azoxystrobin 2SC
$78.40
Large Patch Guard - Large Patch 1
Chemical $0.00Labor $19.21Profit $78.900.64 hr
Azoxystrobin 2SC
$98.11
Premier Lawn - Fall Disease Guard
Chemical $0.39Labor $25.70Profit $89.050.86 hr
Azoxystrobin 2SC, 0-0-25 Potash Liquid
$115.14
Soil Builder - Fall Potash
Chemical $0.00Labor $25.70Profit $93.590.86 hr
0-0-25 Potash Liquid, Humic 12
$119.29
Shrub & Bed Care - Fall Oil
Chemical $0.00Labor $11.76Profit $31.320.39 hr
Horticultural Oil
$43.08
Premier Lawn - Pre-emergent Round 1
Chemical $0.86Labor $19.21Profit $69.930.64 hr
Prodiamine 65 WDG, Atrazine 4L
$90.00
Signature Lawn - Pre-emergent Round 1
Chemical $1.15Labor $22.00Profit $69.480.73 hr
Prodiamine 65 WDG, Atrazine 4L, Spray Pattern Dye
$92.62
Signature Lawn - Winter Pre-emergent
Chemical $0.35Labor $14.32Profit $49.490.48 hr
Prodiamine 65 WDG, Atrazine 4L
$64.16
September 2026
Paid $424.98Delivered $418.80Profit $314.68
Paid
Signature Lawn - 7 Visit
$55.00Paid
Fire Ant & Flea - 2 Visit
$15.98Paid
Bed & Gravel Weed Control
$26.87Paid
Signature Lawn - 7 Visit
$55.00Paid
Bed & Gravel Weed Control
$17.83Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$21.47Paid
Bed & Gravel Weed Control
$13.75Paid
Premier Lawn - 9 Visit
$87.55Paid
Shrub & Bed Care - 6 Visit
$21.55Paid
Soil Builder - 4 Visit
$39.98Paid
Delivered
Bed & Gravel Weed Control - Fall Barrier
Chemical $0.09Labor $14.32Profit $39.180.48 hr
Indaziflam Surface, Glyphosate 41%
$53.59
Bed & Gravel Weed Control - Fall Barrier
Chemical $0.29Labor $22.00Profit $58.610.73 hr
Indaziflam Surface, Glyphosate 41%
$80.90
Signature Lawn - Fall Feed & Disease Guard
Chemical $0.29Labor $22.00Profit $68.610.73 hr
0-0-25 Potash Liquid, Azoxystrobin 2SC
$90.90
Signature Lawn - Fall Feed & Disease Guard
Chemical $0.09Labor $14.32Profit $49.180.48 hr
0-0-25 Potash Liquid, Azoxystrobin 2SC
$63.59
Bed & Gravel Weed Control - Fall Barrier
Chemical $0.01Labor $11.31Profit $29.940.38 hr
Indaziflam Surface, Glyphosate 41%
$41.25
Premier Lawn - Fall Disease Guard
Chemical $0.22Labor $19.21Profit $69.160.64 hr
Azoxystrobin 2SC, 0-0-25 Potash Liquid
$88.58
August 2026
Paid $424.98Delivered $505.76Profit $388.39
Paid
Signature Lawn - 7 Visit
$55.00Paid
Fire Ant & Flea - 2 Visit
$15.98Paid
Bed & Gravel Weed Control
$26.87Paid
Signature Lawn - 7 Visit
$55.00Paid
Bed & Gravel Weed Control
$17.83Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$21.47Paid
Bed & Gravel Weed Control
$13.75Paid
Premier Lawn - 9 Visit
$87.55Paid
Shrub & Bed Care - 6 Visit
$21.55Paid
Soil Builder - 4 Visit
$39.98Paid
Delivered
Soil Builder - Summer Soil Boost
Chemical $0.39Labor $25.70Profit $94.050.86 hr
Liquid Aeration, Soil Wetting Agent
$120.14
Premier Lawn - Late Summer Feed
Chemical $0.22Labor $19.21Profit $69.160.64 hr
16-4-8 Liquid Fertilizer, Soil Wetting Agent
$88.58
Shrub & Bed Care - Late Summer Feed
Chemical $0.00Labor $11.76Profit $31.320.39 hr
16-4-8 Liquid Fertilizer
$43.08
Shrub & Bed Care - Late Summer Feed
Chemical $0.00Labor $11.73Profit $31.200.39 hr
16-4-8 Liquid Fertilizer
$42.93
Fire Ant & Flea - Fall Ant Bait
Chemical $0.29Labor $22.00Profit $73.610.73 hr
Fire Ant Bait
$95.90
Premier Lawn - Late Summer Feed
Chemical $0.39Labor $25.70Profit $89.050.86 hr
16-4-8 Liquid Fertilizer, Soil Wetting Agent
$115.14
July 2026
Paid $424.98Delivered $566.75Profit $427.23
Paid
Signature Lawn - 7 Visit
$55.00Paid
Fire Ant & Flea - 2 Visit
$15.98Paid
Bed & Gravel Weed Control
$26.87Paid
Signature Lawn - 7 Visit
$55.00Paid
Bed & Gravel Weed Control
$17.83Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$21.47Paid
Bed & Gravel Weed Control
$13.75Paid
Premier Lawn - 9 Visit
$87.55Paid
Shrub & Bed Care - 6 Visit
$21.55Paid
Soil Builder - 4 Visit
$39.98Paid
Delivered
Bed & Gravel Weed Control - Spot Spray 2
Chemical $0.00Labor $11.31Profit $29.930.38 hr
Glyphosate 41%
$41.23
Bed & Gravel Weed Control - Spot Spray 2
Chemical $0.00Labor $22.00Profit $58.320.73 hr
Glyphosate 41%
$80.32
Shrub & Bed Care - Summer Insect
Chemical $0.00Labor $11.73Profit $31.200.39 hr
Bifenthrin 7.9%
$42.93
Shrub & Bed Care - Summer Insect
Chemical $0.00Labor $11.76Profit $31.320.39 hr
Bifenthrin 7.9%
$43.08
Premier Lawn - Insect & Iron
Chemical $0.00Labor $19.21Profit $68.900.64 hr
Bifenthrin 7.9%, Iron Plus 6%
$88.11
Signature Lawn - Summer Feed
Chemical $0.35Labor $14.32Profit $49.490.48 hr
16-4-8 Liquid Fertilizer, Celsius WG
$64.16
Premier Lawn - Insect & Iron
Chemical $0.00Labor $25.70Profit $88.590.86 hr
Bifenthrin 7.9%, Iron Plus 6%
$114.29
Signature Lawn - Summer Feed
Chemical $1.15Labor $22.00Profit $69.480.73 hr
16-4-8 Liquid Fertilizer, Celsius WG
$92.62
June 2026
Paid $424.98Delivered $410.84Profit $314.69
Paid
Signature Lawn - 7 Visit
$55.00Paid
Fire Ant & Flea - 2 Visit
$15.98Paid
Bed & Gravel Weed Control
$26.87Paid
Signature Lawn - 7 Visit
$55.00Paid
Bed & Gravel Weed Control
$17.83Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$21.47Paid
Bed & Gravel Weed Control
$13.75Paid
Premier Lawn - 9 Visit
$87.55Paid
Shrub & Bed Care - 6 Visit
$21.55Paid
Soil Builder - 4 Visit
$39.98Paid
Delivered
Signature Lawn - Insect Shield
Chemical $0.00Labor $14.32Profit $49.080.48 hr
Bifenthrin 7.9%, Iron Plus 6%
$63.40
Signature Lawn - Insect Shield
Chemical $0.00Labor $22.00Profit $68.320.73 hr
Bifenthrin 7.9%, Iron Plus 6%
$90.32
Premier Lawn - Summer Feed & Sedge
Chemical $0.39Labor $25.70Profit $89.050.86 hr
16-4-8 Liquid Fertilizer, Dismiss South
$115.14
Premier Lawn - Summer Feed & Sedge
Chemical $0.22Labor $19.21Profit $69.160.64 hr
16-4-8 Liquid Fertilizer, Dismiss South
$88.58
Bed & Gravel Weed Control - Spot Spray 2
Chemical $0.00Labor $14.32Profit $39.080.48 hr
Glyphosate 41%
$53.40
May 2026
Paid $424.98Delivered $682.05Profit $513.89
Paid
Signature Lawn - 7 Visit
$55.00Paid
Fire Ant & Flea - 2 Visit
$15.98Paid
Bed & Gravel Weed Control
$26.87Paid
Signature Lawn - 7 Visit
$55.00Paid
Bed & Gravel Weed Control
$17.83Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$21.47Paid
Bed & Gravel Weed Control
$13.75Paid
Premier Lawn - 9 Visit
$87.55Paid
Shrub & Bed Care - 6 Visit
$21.55Paid
Soil Builder - 4 Visit
$39.98Paid
Delivered
Bed & Gravel Weed Control - Spot Spray 1
Chemical $0.00Labor $14.32Profit $39.080.48 hr
Glyphosate 41%
$53.40
Bed & Gravel Weed Control - Spot Spray 1
Chemical $0.00Labor $22.00Profit $58.320.73 hr
Glyphosate 41%
$80.32
Signature Lawn - Green-Up & Sedge
Chemical $3.46Labor $22.00Profit $71.780.73 hr
24-0-11 Granular, Sedgehammer Plus
$97.23
Bed & Gravel Weed Control - Spot Spray 1
Chemical $0.00Labor $11.31Profit $29.930.38 hr
Glyphosate 41%
$41.23
Premier Lawn - Grub Prevention
Chemical $0.22Labor $19.21Profit $69.160.64 hr
Acelepryn, Humic 12
$88.58
Premier Lawn - Grub Prevention
Chemical $0.39Labor $25.70Profit $89.050.86 hr
Acelepryn, Humic 12
$115.14
Shrub & Bed Care - Disease Guard
Chemical $0.00Labor $11.76Profit $31.320.39 hr
Daconil Weatherstik
$43.08
Shrub & Bed Care - Disease Guard
Chemical $0.00Labor $11.73Profit $31.200.39 hr
Daconil Weatherstik
$42.93
Soil Builder - Wetting Agent
Chemical $0.39Labor $25.70Profit $94.050.86 hr
Soil Wetting Agent, Humic 12
$120.14
April 2026
Paid $424.98Delivered $463.45Profit $351.29
Paid
Signature Lawn - 7 Visit
$55.00Paid
Fire Ant & Flea - 2 Visit
$15.98Paid
Bed & Gravel Weed Control
$26.87Paid
Signature Lawn - 7 Visit
$55.00Paid
Bed & Gravel Weed Control
$17.83Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$21.47Paid
Bed & Gravel Weed Control
$13.75Paid
Premier Lawn - 9 Visit
$87.55Paid
Shrub & Bed Care - 6 Visit
$21.55Paid
Soil Builder - 4 Visit
$39.98Paid
Delivered
Shrub & Bed Care - Spring Feed & Insect
Chemical $0.06Labor $11.76Profit $31.390.39 hr
Merit 75 WSP, 16-4-8 Liquid Fertilizer
$43.21
Shrub & Bed Care - Spring Feed & Insect
Chemical $0.06Labor $11.73Profit $31.270.39 hr
Merit 75 WSP, 16-4-8 Liquid Fertilizer
$43.05
Premier Lawn - Spring Green-Up
Chemical $2.15Labor $19.21Profit $71.480.64 hr
24-0-11 Granular, Iron Plus 6%
$92.84
Premier Lawn - Spring Green-Up
Chemical $3.85Labor $25.70Profit $93.210.86 hr
24-0-11 Granular, Iron Plus 6%
$122.76
Fire Ant & Flea - Spring Ant Bait
Chemical $0.29Labor $22.00Profit $73.610.73 hr
Fire Ant Bait
$95.90
Signature Lawn - Green-Up & Sedge
Chemical $1.04Labor $14.32Profit $50.330.48 hr
24-0-11 Granular, Sedgehammer Plus
$65.69
March 2026
Paid $409.00Delivered $487.87Profit $379.80
Paid
Signature Lawn - 7 Visit
$55.00Paid
Bed & Gravel Weed Control
$26.87Paid
Signature Lawn - 7 Visit
$55.00Paid
Bed & Gravel Weed Control
$17.83Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$21.47Paid
Bed & Gravel Weed Control
$13.75Paid
Premier Lawn - 9 Visit
$87.55Paid
Shrub & Bed Care - 6 Visit
$21.55Paid
Soil Builder - 4 Visit
$39.98Paid
Delivered
Premier Lawn - Broadleaf & Feed
Chemical $0.39Labor $25.70Profit $89.050.86 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$115.14
Large Patch Guard - Large Patch 3
Chemical $0.00Labor $19.21Profit $78.900.64 hr
Azoxystrobin 2SC
$98.11
Soil Builder - Liquid Aeration
Chemical $0.39Labor $25.70Profit $94.050.86 hr
Liquid Aeration, Humic 12
$120.14
Signature Lawn - Weed Control & Feed
Chemical $0.09Labor $14.32Profit $49.180.48 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$63.59
Signature Lawn - Weed Control & Feed
Chemical $0.29Labor $22.00Profit $68.610.73 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$90.90
February 2026
Paid $369.02Delivered $342.72Profit $260.96
Paid
Signature Lawn - 7 Visit
$55.00Paid
Bed & Gravel Weed Control
$26.87Paid
Signature Lawn - 7 Visit
$55.00Paid
Bed & Gravel Weed Control
$17.83Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$21.47Paid
Bed & Gravel Weed Control
$13.75Paid
Premier Lawn - 9 Visit
$87.55Paid
Shrub & Bed Care - 6 Visit
$21.55Paid
Delivered
Bed & Gravel Weed Control - Pre-emergent Barrier
Chemical $0.29Labor $22.00Profit $58.610.73 hr
Indaziflam Surface, Spray Pattern Dye
$80.90
Bed & Gravel Weed Control - Pre-emergent Barrier
Chemical $0.01Labor $11.31Profit $29.940.38 hr
Indaziflam Surface, Spray Pattern Dye
$41.25
Bed & Gravel Weed Control - Pre-emergent Barrier
Chemical $0.09Labor $14.32Profit $39.180.48 hr
Indaziflam Surface, Spray Pattern Dye
$53.59
Large Patch Guard - Large Patch 3
Chemical $0.00Labor $14.32Profit $64.080.48 hr
Azoxystrobin 2SC
$78.40
Premier Lawn - Broadleaf & Feed
Chemical $0.22Labor $19.21Profit $69.160.64 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$88.58
January 2026
Paid $310.58Delivered $450.47Profit $341.86
Paid
Signature Lawn - 7 Visit
$55.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$21.47Paid
Premier Lawn - 9 Visit
$87.55Paid
Shrub & Bed Care - 6 Visit
$21.55Paid
Delivered
Signature Lawn - Pre-emergent Round 1
Chemical $1.15Labor $22.00Profit $69.480.73 hr
Prodiamine 65 WDG, Atrazine 4L, Spray Pattern Dye
$92.62
Premier Lawn - Pre-emergent Round 1
Chemical $0.86Labor $19.21Profit $69.930.64 hr
Prodiamine 65 WDG, Atrazine 4L
$90.00
Premier Lawn - Pre-emergent Round 1
Chemical $1.54Labor $25.70Profit $90.440.86 hr
Prodiamine 65 WDG, Atrazine 4L
$117.68
Signature Lawn - Pre-emergent Round 1
Chemical $0.35Labor $14.32Profit $49.490.48 hr
Prodiamine 65 WDG, Atrazine 4L, Spray Pattern Dye
$64.16
Shrub & Bed Care - Dormant Oil
Chemical $0.00Labor $11.73Profit $31.200.39 hr
Horticultural Oil
$42.93
Shrub & Bed Care - Dormant Oil
Chemical $0.00Labor $11.76Profit $31.320.39 hr
Horticultural Oil
$43.08
December 2025
Paid $310.58
Paid
Signature Lawn - 7 Visit
$55.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$21.47Paid
Premier Lawn - 9 Visit
$87.55Paid
Shrub & Bed Care - 6 Visit
$21.55Paid
Delivered
No work this month.
November 2025
Paid $310.58Delivered $466.54Profit $360.40
Paid
Signature Lawn - 7 Visit
$55.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$21.47Paid
Premier Lawn - 9 Visit
$87.55Paid
Shrub & Bed Care - 6 Visit
$21.55Paid
Delivered
Large Patch Guard - Large Patch 2
Chemical $0.00Labor $19.21Profit $78.900.64 hr
Propiconazole 14.3
$98.11
Signature Lawn - Winter Pre-emergent
Chemical $0.35Labor $14.32Profit $49.490.48 hr
Prodiamine 65 WDG, Atrazine 4L
$64.16
Premier Lawn - Winter Pre-emergent
Chemical $1.51Labor $19.21Profit $70.710.64 hr
Prodiamine 65 WDG, Celsius WG
$91.42
Signature Lawn - Winter Pre-emergent
Chemical $1.15Labor $22.00Profit $69.480.73 hr
Prodiamine 65 WDG, Atrazine 4L
$92.62
Premier Lawn - Winter Pre-emergent
Chemical $2.70Labor $25.70Profit $91.820.86 hr
Prodiamine 65 WDG, Celsius WG
$120.22
October 2025
Paid $43.02Delivered $164.40Profit $126.59
Paid
Shrub & Bed Care - 6 Visit
$21.47Paid
Shrub & Bed Care - 6 Visit
$21.55Paid
Delivered
Shrub & Bed Care - Fall Oil
Chemical $0.00Labor $11.76Profit $31.320.39 hr
Horticultural Oil
$43.08
Large Patch Guard - Large Patch 2
Chemical $0.00Labor $14.32Profit $64.080.48 hr
Propiconazole 14.3
$78.40
Shrub & Bed Care - Fall Oil
Chemical $0.00Labor $11.73Profit $31.200.39 hr
Horticultural Oil
$42.93
Money for this customer
Revenue$7,474.90
Costs$0.00
Left After Costs$7,474.90
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 10/1/26 | Invoice | INV-2026-3557 | Paid | $574.20 |
| 9/1/26 | Invoice | INV-2026-3183 | Paid | $839.82 |
| 8/1/26 | Invoice | INV-2026-2789 | Paid | $940.52 |
| 7/1/26 | Invoice | INV-2026-2336 | Paid | $526.08 |
| 6/1/26 | Invoice | INV-2026-1947 | Paid | $1,104.42 |
| 5/1/26 | Invoice | INV-2026-1536 | Paid | $728.50 |
| 4/1/26 | Invoice | INV-2026-1164 | Paid | $657.40 |
| 3/1/26 | Invoice | INV-2026-0829 | Paid | $458.28 |
| 2/1/26 | Invoice | INV-2026-0499 | Paid | $723.50 |
| 12/1/25 | Invoice | INV-2025-0158 | Paid | $594.60 |
| 11/1/25 | Invoice | INV-2025-0022 | Paid | $327.58 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.