Essential Lawn - 5 Visit
$40.00Paid
4
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Lisa Parker
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.
LeadFeb 3
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledOct 29
DoneOct 15
PaidSep 1
ReviewOct 14
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$141.0771% margin
Customer For1.7 yearssince Feb 3, 2025
Pay SpeedNo data yetaverage days to pay
Callbacks1re-dos logged
ReviewAskedOct 14, 2026Worth HavingWorth havingMargin 71%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$2,005.68Paid
$1,978.05Delivered
$1,492.61Profit
$1.47Chemical
$483.97Labor
16.13Hours
$27.63Paid ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 75.5% margin. Time is the estimate for that size.
October 2026
Paid $204.57Delivered $165.13Profit $124.54
Delivered
Weekly Mowing
Chemical $0.00Labor $13.44Profit $41.410.45 hr
$54.86
Essential Lawn - Fall Pre-emergent
Chemical $0.26Labor $13.44Profit $41.720.45 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$55.42
Weekly Mowing
Chemical $0.00Labor $13.44Profit $41.410.45 hr
$54.86
September 2026
Paid $204.57Delivered $219.42Profit $165.65
Delivered
Weekly Mowing
Chemical $0.00Labor $13.44Profit $41.410.45 hr
$54.86
Weekly Mowing
Chemical $0.00Labor $13.44Profit $41.410.45 hr
$54.86
Weekly Mowing
Chemical $0.00Labor $13.44Profit $41.410.45 hr
$54.86
Weekly Mowing
Chemical $0.00Labor $13.44Profit $41.410.45 hr
$54.86
August 2026
Paid $204.57Delivered $274.28Profit $207.06
Delivered
Weekly Mowing
Chemical $0.00Labor $13.44Profit $41.410.45 hr
$54.86
Weekly Mowing
Chemical $0.00Labor $13.44Profit $41.410.45 hr
$54.86
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $13.44Profit $41.410.45 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$54.86
Weekly Mowing
Chemical $0.00Labor $13.44Profit $41.410.45 hr
$54.86
Weekly Mowing
Chemical $0.00Labor $13.44Profit $41.410.45 hr
$54.86
July 2026
Paid $204.57Delivered $219.42Profit $165.65
Delivered
Weekly Mowing
Chemical $0.00Labor $13.44Profit $41.410.45 hr
$54.86
Weekly Mowing
Chemical $0.00Labor $13.44Profit $41.410.45 hr
$54.86
Weekly Mowing
Chemical $0.00Labor $13.44Profit $41.410.45 hr
$54.86
Weekly Mowing
Chemical $0.00Labor $13.44Profit $41.410.45 hr
$54.86
June 2026
Paid $204.57Delivered $276.25Profit $208.14
Delivered
Weekly Mowing
Chemical $0.00Labor $13.44Profit $41.410.45 hr
$54.86
Weekly Mowing
Chemical $0.00Labor $13.44Profit $41.410.45 hr
$54.86
Essential Lawn - Summer Feed & Weed
Chemical $0.90Labor $13.44Profit $42.490.45 hr
24-0-11 Granular, Celsius WG
$56.83
Weekly Mowing
Chemical $0.00Labor $13.44Profit $41.410.45 hr
$54.86
Weekly Mowing
Chemical $0.00Labor $13.44Profit $41.410.45 hr
$54.86
May 2026
Paid $204.57Delivered $219.42Profit $165.65
Delivered
Weekly Mowing
Chemical $0.00Labor $13.44Profit $41.410.45 hr
$54.86
Weekly Mowing
Chemical $0.00Labor $13.44Profit $41.410.45 hr
$54.86
Weekly Mowing
Chemical $0.00Labor $13.44Profit $41.410.45 hr
$54.86
Weekly Mowing
Chemical $0.00Labor $13.44Profit $41.410.45 hr
$54.86
April 2026
Paid $204.57Delivered $219.56Profit $165.73
Delivered
Weekly Mowing
Chemical $0.00Labor $13.44Profit $41.410.45 hr
$54.86
Essential Lawn - Spring Green-Up
Chemical $0.06Labor $13.44Profit $41.490.45 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$55.00
Weekly Mowing
Chemical $0.00Labor $13.44Profit $41.410.45 hr
$54.86
Weekly Mowing
Chemical $0.00Labor $13.44Profit $41.410.45 hr
$54.86
March 2026
Paid $204.57Delivered $109.71Profit $82.82
Delivered
Weekly Mowing
Chemical $0.00Labor $13.44Profit $41.410.45 hr
$54.86
Weekly Mowing
Chemical $0.00Labor $13.44Profit $41.410.45 hr
$54.86
February 2026
Paid $204.57Delivered $165.13Profit $124.54
Delivered
Essential Lawn - Pre-emergent & Feed
Chemical $0.26Labor $13.44Profit $41.720.45 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$55.42
Weekly Mowing
Chemical $0.00Labor $13.44Profit $41.410.45 hr
$54.86
Weekly Mowing
Chemical $0.00Labor $13.44Profit $41.410.45 hr
$54.86
January 2026
Paid $164.57Delivered $109.71Profit $82.82
Paid
Weekly Mowing
$164.57Paid
Delivered
Weekly Mowing
Chemical $0.00Labor $13.44Profit $41.410.45 hr
$54.86
Weekly Mowing
Chemical $0.00Labor $13.44Profit $41.410.45 hr
$54.86
Money for this customer
Revenue$199.04
Costs$0.00
Left After Costs$199.04
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 9/1/26 | Invoice | INV-2026-3213 | Paid | $49.76 |
| 7/1/26 | Invoice | INV-2026-2366 | Paid | $49.76 |
| 5/1/26 | Invoice | INV-2026-1559 | Paid | $49.76 |
| 3/1/26 | Invoice | INV-2026-0858 | Paid | $49.76 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.