Shrub & Bed Care - 6 Visit
$21.06Paid
13
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Jonathan Carter
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.
Shady Lawn
LeadJul 19
ContactedSkipped
EstimateOct 17
SentOct 18
Won
Scheduled
DoneAug 24
PaidSep 1
ReviewAug 25
Sent · Step 4 of 9 · 1 skipped
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$179.5075% margin
Customer For3.3 yearssince Jul 19, 2023
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewClicked linkAug 25, 2026Worth HavingWorth havingMargin 75%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$231.63Paid
$252.69Delivered
$183.21Profit
$0.05Chemical
$69.44Labor
2.31Hours
$21.06Work ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 72.5% margin. Time is the estimate for that size.
August 2026
Paid $21.06Delivered $42.10Profit $30.53
Paid
Delivered
Shrub & Bed Care - Late Summer Feed
Chemical $0.00Labor $11.57Profit $30.530.39 hr
16-4-8 Liquid Fertilizer
$42.10
July 2026
Paid $21.06Delivered $42.10Profit $30.53
Paid
Shrub & Bed Care - 6 Visit
$21.06Paid
Delivered
Shrub & Bed Care - Summer Insect
Chemical $0.00Labor $11.57Profit $30.530.39 hr
Bifenthrin 7.9%
$42.10
June 2026
Paid $21.06
Paid
Shrub & Bed Care - 6 Visit
$21.06Paid
Delivered
No work this month.
May 2026
Paid $21.06Delivered $42.10Profit $30.53
Paid
Shrub & Bed Care - 6 Visit
$21.06Paid
Delivered
Shrub & Bed Care - Disease Guard
Chemical $0.00Labor $11.57Profit $30.530.39 hr
Daconil Weatherstik
$42.10
April 2026
Paid $21.06
Paid
Shrub & Bed Care - 6 Visit
$21.06Paid
Delivered
No work this month.
March 2026
Paid $21.06Delivered $42.19Profit $30.57
Paid
Shrub & Bed Care - 6 Visit
$21.06Paid
Delivered
Shrub & Bed Care - Spring Feed & Insect
Chemical $0.05Labor $11.57Profit $30.570.39 hr
Merit 75 WSP, 16-4-8 Liquid Fertilizer
$42.19
February 2026
Paid $21.06Delivered $42.10Profit $30.53
Paid
Shrub & Bed Care - 6 Visit
$21.06Paid
Delivered
Shrub & Bed Care - Dormant Oil
Chemical $0.00Labor $11.57Profit $30.530.39 hr
Horticultural Oil
$42.10
January 2026
Paid $21.06
Paid
Shrub & Bed Care - 6 Visit
$21.06Paid
Delivered
No work this month.
December 2025
Paid $21.06
Paid
Shrub & Bed Care - 6 Visit
$21.06Paid
Delivered
No work this month.
November 2025
Paid $21.06
Paid
Shrub & Bed Care - 6 Visit
$21.06Paid
Delivered
No work this month.
October 2025
Paid $21.06Delivered $42.10Profit $30.53
Paid
Shrub & Bed Care - 6 Visit
$21.06Paid
Delivered
Shrub & Bed Care - Fall Oil
Chemical $0.00Labor $11.57Profit $30.530.39 hr
Horticultural Oil
$42.10
Money for this customer
Revenue$240.00
Costs$0.00
Left After Costs$240.00
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 9/1/26 | Invoice | INV-2026-3194 | Paid | $40.00 |
| 8/1/26 | Invoice | INV-2026-2801 | Paid | $40.00 |
| 6/1/26 | Invoice | INV-2026-1959 | Paid | $40.00 |
| 4/1/26 | Invoice | INV-2026-1176 | Paid | $40.00 |
| 3/1/26 | Invoice | INV-2026-0839 | Paid | $40.00 |
| 11/1/25 | Invoice | INV-2025-0026 | Paid | $40.00 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.