Essential Lawn - 5 Visit
$40.00Paid
12
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Alex Simoneaux
Lead source: Referral · Tax: Demo City 10.75%
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.
LeadJun 23
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledOct 26
DoneOct 21
PaidOct 1
ReviewAug 22
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$565.8071% margin
Customer For3.3 yearssince Jun 23, 2023
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewAskedAug 22, 2026Worth HavingWorth havingMargin 71%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$1,174.58Paid
$686.73Delivered
$503.82Profit
$2.56Chemical
$180.35Labor
6.01Hours
$487.85Paid ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 73.4% margin. Time is the estimate for that size.
October 2026
Paid $130.51Delivered $60.98Profit $45.43
Paid
Shrub & Bed Care - 6 Visit
$76.00Paid
Bed & Gravel Weed Control
$14.51Paid
Delivered
Essential Lawn - Fall Pre-emergent
Chemical $0.43Labor $15.12Profit $45.430.50 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$60.98
September 2026
Paid $130.51Delivered $43.55Profit $31.57
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$76.00Paid
Bed & Gravel Weed Control
$14.51Paid
Delivered
Bed & Gravel Weed Control - Fall Barrier
Chemical $0.03Labor $11.95Profit $31.570.40 hr
Indaziflam Surface, Glyphosate 41%
$43.55
August 2026
Paid $130.51Delivered $101.52Profit $75.01
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$76.00Paid
Bed & Gravel Weed Control
$14.51Paid
Delivered
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $15.12Profit $45.000.50 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$60.12
Shrub & Bed Care - Late Summer Feed
Chemical $0.00Labor $11.38Profit $30.020.38 hr
16-4-8 Liquid Fertilizer
$41.40
July 2026
Paid $130.51Delivered $43.50Profit $31.55
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$76.00Paid
Bed & Gravel Weed Control
$14.51Paid
Delivered
Bed & Gravel Weed Control - Spot Spray 2
Chemical $0.00Labor $11.95Profit $31.550.40 hr
Glyphosate 41%
$43.50
June 2026
Paid $130.51Delivered $104.54Profit $76.53
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$76.00Paid
Bed & Gravel Weed Control
$14.51Paid
Delivered
Essential Lawn - Summer Feed & Weed
Chemical $1.51Labor $15.12Profit $46.510.50 hr
24-0-11 Granular, Celsius WG
$63.14
Shrub & Bed Care - Summer Insect
Chemical $0.00Labor $11.38Profit $30.020.38 hr
Bifenthrin 7.9%
$41.40
May 2026
Paid $130.51Delivered $41.40Profit $30.02
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$76.00Paid
Bed & Gravel Weed Control
$14.51Paid
Delivered
Shrub & Bed Care - Disease Guard
Chemical $0.00Labor $11.38Profit $30.020.38 hr
Daconil Weatherstik
$41.40
April 2026
Paid $130.51Delivered $103.84Profit $76.65
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$76.00Paid
Bed & Gravel Weed Control
$14.51Paid
Delivered
Essential Lawn - Spring Green-Up
Chemical $0.11Labor $15.12Profit $45.100.50 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$60.34
Bed & Gravel Weed Control - Spot Spray 1
Chemical $0.00Labor $11.95Profit $31.550.40 hr
Glyphosate 41%
$43.50
March 2026
Paid $130.51Delivered $41.46Profit $30.05
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$76.00Paid
Bed & Gravel Weed Control
$14.51Paid
Delivered
Shrub & Bed Care - Spring Feed & Insect
Chemical $0.03Labor $11.38Profit $30.050.38 hr
Merit 75 WSP, 16-4-8 Liquid Fertilizer
$41.46
February 2026
Paid $130.51Delivered $145.93Profit $107.02
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$76.00Paid
Bed & Gravel Weed Control
$14.51Paid
Delivered
Shrub & Bed Care - Dormant Oil
Chemical $0.00Labor $11.38Profit $30.020.38 hr
Horticultural Oil
$41.40
Essential Lawn - Pre-emergent & Feed
Chemical $0.43Labor $15.12Profit $45.430.50 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$60.98
Bed & Gravel Weed Control - Pre-emergent Barrier
Chemical $0.03Labor $11.95Profit $31.570.40 hr
Indaziflam Surface, Spray Pattern Dye
$43.55
Money for this customer
Revenue$796.36
Costs$0.00
Left After Costs$796.36
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 10/1/26 | Invoice | INV-2026-3576 | Paid | $59.72 |
| 9/1/26 | Invoice | INV-2026-3205 | Paid | $124.44 |
| 8/1/26 | Invoice | INV-2026-2809 | Paid | $59.72 |
| 7/1/26 | Invoice | INV-2026-2358 | Paid | $124.44 |
| 6/1/26 | Invoice | INV-2026-1961 | Paid | $59.72 |
| 5/1/26 | Invoice | INV-2026-1556 | Paid | $124.44 |
| 4/1/26 | Invoice | INV-2026-1179 | Paid | $59.72 |
| 3/1/26 | Invoice | INV-2026-0845 | Paid | $184.16 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.