Signature Lawn - 7 Visit
$55.00Paid
6
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Jacob Jackson
Lead source: Other · 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.
HOA
LeadJun 15
ContactedSkipped
Site SurveySkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledNov 2
DoneSep 27
PaidOct 1
ReviewAug 9
Review · Step 10 of 10 · 5 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$537.4978% margin
Customer For3.4 yearssince Jun 15, 2023
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewClicked linkAug 9, 2026Worth HavingWorth havingMargin 78%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$882.38Paid
$771.47Delivered
$595.61Profit
$1.01Chemical
$174.85Labor
5.83Hours
$110.91Paid ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 77.2% margin. Time is the estimate for that size.
October 2026
Paid $86.77
Delivered
No work this month.
September 2026
Paid $86.77Delivered $164.46Profit $126.95
Paid
Signature Lawn - 7 Visit
$55.00Paid
Mosquito Shield - Monthly
$31.77Paid
Delivered
Mosquito Shield - Mosquito Visit 6
Chemical $0.00Labor $12.49Profit $41.970.42 hr
Mosquito Barrier
$54.46
Signature Lawn - Fall Feed & Disease Guard
Chemical $0.04Labor $12.49Profit $43.010.42 hr
0-0-25 Potash Liquid, Azoxystrobin 2SC
$55.54
Mosquito Shield - Mosquito Visit 7
Chemical $0.00Labor $12.49Profit $41.970.42 hr
Mosquito Barrier
$54.46
August 2026
Paid $86.77Delivered $54.46Profit $41.97
Paid
Signature Lawn - 7 Visit
$55.00Paid
Mosquito Shield - Monthly
$31.77Paid
Delivered
Mosquito Shield - Mosquito Visit 5
Chemical $0.00Labor $12.49Profit $41.970.42 hr
Mosquito Barrier
$54.46
July 2026
Paid $86.77Delivered $55.77Profit $43.13
Paid
Signature Lawn - 7 Visit
$55.00Paid
Mosquito Shield - Monthly
$31.77Paid
Delivered
Signature Lawn - Summer Feed
Chemical $0.16Labor $12.49Profit $43.130.42 hr
16-4-8 Liquid Fertilizer, Celsius WG
$55.77
June 2026
Paid $86.77Delivered $109.92Profit $84.94
Paid
Signature Lawn - 7 Visit
$55.00Paid
Mosquito Shield - Monthly
$31.77Paid
Delivered
Signature Lawn - Insect Shield
Chemical $0.00Labor $12.49Profit $42.970.42 hr
Bifenthrin 7.9%, Iron Plus 6%
$55.46
Mosquito Shield - Mosquito Visit 4
Chemical $0.00Labor $12.49Profit $41.970.42 hr
Mosquito Barrier
$54.46
May 2026
Paid $86.77Delivered $108.92Profit $83.94
Paid
Signature Lawn - 7 Visit
$55.00Paid
Mosquito Shield - Monthly
$31.77Paid
Delivered
Mosquito Shield - Mosquito Visit 2
Chemical $0.00Labor $12.49Profit $41.970.42 hr
Mosquito Barrier
$54.46
Mosquito Shield - Mosquito Visit 3
Chemical $0.00Labor $12.49Profit $41.970.42 hr
Mosquito Barrier
$54.46
April 2026
Paid $86.77Delivered $110.86Profit $85.41
Paid
Signature Lawn - 7 Visit
$55.00Paid
Mosquito Shield - Monthly
$31.77Paid
Delivered
Mosquito Shield - Mosquito Visit 1
Chemical $0.00Labor $12.49Profit $41.970.42 hr
Mosquito Barrier
$54.46
Signature Lawn - Green-Up & Sedge
Chemical $0.47Labor $12.49Profit $43.440.42 hr
24-0-11 Granular, Sedgehammer Plus
$56.40
March 2026
Paid $55.00Delivered $55.54Profit $43.01
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Weed Control & Feed
Chemical $0.04Labor $12.49Profit $43.010.42 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$55.54
February 2026
Paid $55.00
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
No work this month.
January 2026
Paid $55.00Delivered $55.77Profit $43.13
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Pre-emergent Round 1
Chemical $0.16Labor $12.49Profit $43.130.42 hr
Prodiamine 65 WDG, Atrazine 4L, Spray Pattern Dye
$55.77
December 2025
Paid $55.00
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
No work this month.
November 2025
Paid $55.00Delivered $55.77Profit $43.13
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Winter Pre-emergent
Chemical $0.16Labor $12.49Profit $43.130.42 hr
Prodiamine 65 WDG, Atrazine 4L
$55.77
Money for this customer
Invoices, payments and estimates linked to this customer or property.MoreLess
- What It Does
- Totals and links for every money item tied to this one.
- What It Changes
- Nothing. Tap one to open it.
- How to Use
- Read the totals.
- Tap an item to open it.
Revenue$693.00
Costs$0.00
Left After Costs$693.00
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 10/1/26 | Invoice | INV-2026-3576 | Paid | $148.00 |
| 9/1/26 | Invoice | INV-2026-3197 | Paid | $49.00 |
| 8/1/26 | Invoice | INV-2026-2809 | Paid | $50.00 |
| 7/1/26 | Invoice | INV-2026-2353 | Paid | $99.00 |
| 6/1/26 | Invoice | INV-2026-1947 | Paid | $98.00 |
| 5/1/26 | Invoice | INV-2026-1545 | Paid | $99.00 |
| 4/1/26 | Invoice | INV-2026-1166 | Paid | $50.00 |
| 2/1/26 | Invoice | INV-2026-0486 | Paid | $50.00 |
| 12/1/25 | Invoice | INV-2025-0138 | Paid | $50.00 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.
Notes, voice notes and sketches attached here show on this row.