Essential Lawn - 5 Visit
$40.00Paid
13
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Donna Prejean
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.
IrrigationShady Lawn
LeadOct 30
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledFeb 1
DoneOct 19
PaidSep 1
ReviewAug 25
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$501.0270% margin
Customer For4 yearssince Oct 30, 2022
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewAskedAug 25, 2026Worth HavingWorth havingMargin 70%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$991.91Paid
$876.13Delivered
$649.68Profit
$3.90Chemical
$222.55Labor
7.42Hours
$115.79Paid ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 74.2% margin. Time is the estimate for that size.
October 2026
Paid $100.92Delivered $158.27Profit $117.68
Paid
Shrub & Bed Care - 6 Visit
$20.92Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Essential Lawn - Fall Pre-emergent
Chemical $0.43Labor $15.09Profit $46.910.50 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$62.42
Essential Lawn - Fall Pre-emergent
Chemical $0.24Labor $13.33Profit $40.450.44 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$54.03
Shrub & Bed Care - Fall Oil
Chemical $0.00Labor $11.50Profit $30.320.38 hr
Horticultural Oil
$41.82
September 2026
Paid $100.92
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.92Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
No work this month.
August 2026
Paid $100.92Delivered $156.84Profit $116.93
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.92Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $15.09Profit $46.390.50 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$61.48
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $13.33Profit $40.210.44 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$53.54
Shrub & Bed Care - Late Summer Feed
Chemical $0.00Labor $11.50Profit $30.320.38 hr
16-4-8 Liquid Fertilizer
$41.82
July 2026
Paid $100.92Delivered $41.82Profit $30.32
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.92Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Shrub & Bed Care - Summer Insect
Chemical $0.00Labor $11.50Profit $30.320.38 hr
Bifenthrin 7.9%
$41.82
June 2026
Paid $100.92Delivered $120.02Profit $89.26
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.92Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Essential Lawn - Summer Feed & Weed
Chemical $0.85Labor $13.33Profit $41.060.44 hr
24-0-11 Granular, Celsius WG
$55.25
Essential Lawn - Summer Feed & Weed
Chemical $1.50Labor $15.09Profit $48.190.50 hr
24-0-11 Granular, Celsius WG
$64.77
May 2026
Paid $100.92Delivered $41.82Profit $30.32
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.92Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Shrub & Bed Care - Disease Guard
Chemical $0.00Labor $11.50Profit $30.320.38 hr
Daconil Weatherstik
$41.82
April 2026
Paid $100.92Delivered $157.27Profit $117.16
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.92Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Shrub & Bed Care - Spring Feed & Insect
Chemical $0.04Labor $11.50Profit $30.360.38 hr
Merit 75 WSP, 16-4-8 Liquid Fertilizer
$41.90
Essential Lawn - Spring Green-Up
Chemical $0.06Labor $13.33Profit $40.270.44 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$53.66
Essential Lawn - Spring Green-Up
Chemical $0.11Labor $15.09Profit $46.520.50 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$61.71
March 2026
Paid $100.92
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.92Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
No work this month.
February 2026
Paid $100.92Delivered $158.27Profit $117.68
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.92Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Shrub & Bed Care - Dormant Oil
Chemical $0.00Labor $11.50Profit $30.320.38 hr
Horticultural Oil
$41.82
Essential Lawn - Pre-emergent & Feed
Chemical $0.43Labor $15.09Profit $46.910.50 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$62.42
Essential Lawn - Pre-emergent & Feed
Chemical $0.24Labor $13.33Profit $40.450.44 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$54.03
January 2026
Paid $20.92
Paid
Shrub & Bed Care - 6 Visit
$20.92Paid
Delivered
No work this month.
December 2025
Paid $20.92
Paid
Shrub & Bed Care - 6 Visit
$20.92Paid
Delivered
No work this month.
November 2025
Paid $20.92
Paid
Shrub & Bed Care - 6 Visit
$20.92Paid
Delivered
No work this month.
October 2025
Paid $20.92Delivered $41.82Profit $30.32
Paid
Shrub & Bed Care - 6 Visit
$20.92Paid
Delivered
Shrub & Bed Care - Fall Oil
Chemical $0.00Labor $11.50Profit $30.320.38 hr
Horticultural Oil
$41.82
Money for this customer
Revenue$714.92
Costs$0.00
Left After Costs$714.92
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 9/1/26 | Invoice | INV-2026-3199 | Paid | $156.86 |
| 8/1/26 | Invoice | INV-2026-2805 | Paid | $43.74 |
| 7/1/26 | Invoice | INV-2026-2355 | Paid | $113.12 |
| 6/1/26 | Invoice | INV-2026-1963 | Paid | $43.74 |
| 5/1/26 | Invoice | INV-2026-1550 | Paid | $156.86 |
| 3/1/26 | Invoice | INV-2026-0844 | Paid | $156.86 |
| 11/1/25 | Invoice | INV-2025-0027 | Paid | $43.74 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.