4
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
James Wright
Lead source: Facebook · 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.
Call Ahead
LeadSep 3
ContactedSep 18
Site SurveySkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledFeb 10
DoneOct 17
PaidSep 1
Review
Paid · Step 9 of 10 · 4 skipped
Next: Ask for Review
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$116.4065% margin
Customer For2.1 yearssince Sep 3, 2024
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewNot askedask from the Reviews tabWorth HavingWorth havingMargin 65%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
Service History
What was put on the yard. This is the record, not the bill.
Chemicals Used
Turf
- 0-0-25 Potash Liquid1.25 Pints
- 16-4-8 Liquid Fertilizer1.67 Quarts
- 24-0-11 Granular19.39 Pounds
- Atrazine 4L3.42 Ounces
- Celsius WG0.44 Ounces
- Iron Plus 6%14.4 Ounces
- Nonionic Surfactant2.5 Ounces
- Prodiamine 65 WDG1.69 Ounces
- SpeedZone Southern EW4.91 Ounces
10/17/26 Essential Lawn - Fall Pre-emergentJames Wright - Home · Prodiamine 65 WDG, 0-0-25 Potash Liquid83 °F · Wind 13 mph W · Humidity 92% · Soil Moist
Applied on TurfOpen water NoSensitive area No
09:02:00 to 09:17:00 · 15 min · Paige Savoie
| Product | Where | Used | Rate | How |
|---|---|---|---|---|
| Prodiamine 65 WDG EPA 100-834-DEMO Prodiamine 65% | Turf | 0.85 Ounces | 0.18 Fluid Ounce / 1,000 Square Ft. | Hose Reel |
| 0-0-25 Potash Liquid K 25% | Turf | 1.25 Pints | 4 Fluid Ounce / 1,000 Square Ft. | Hose Reel |
8/16/26 Essential Lawn - Late Summer FeedJames Wright - Home · 16-4-8 Liquid Fertilizer, Iron Plus 6%92 °F · Wind 6 mph SE · Humidity 79% · Soil Dry
Applied on TurfOpen water NoSensitive area No
08:00:00 to 08:14:00 · 14 min · Paige Savoie
| Product | Where | Used | Rate | How |
|---|---|---|---|---|
| 16-4-8 Liquid Fertilizer N 16%P 4%K 8% | Turf | 1.67 Pints | 6 Fluid Ounce / 1,000 Square Ft. | Hose Reel |
| Iron Plus 6% Iron 6%Sulfur 4% | Turf | 14.4 Ounces | 3 Fluid Ounce / 1,000 Square Ft. | Hose Reel |
6/10/26 Essential Lawn - Summer Feed & WeedJames Wright - Home · 24-0-11 Granular, Celsius WG95 °F · Wind 14 mph SW · Humidity 91% · Soil Wet · Rain Yes
Applied on TurfOpen water NoSensitive area No
09:11:00 to 09:28:00 · 17 min · Paige Savoie
| Product | Where | Used | Rate | How |
|---|---|---|---|---|
| 24-0-11 Granular N 24%K 11% | Turf | 19.39 Pounds | 4 Pound / 1,000 Square Ft. | Hose Reel |
| Celsius WG EPA 432-1507-DEMO ThiencarbazoneIodosulfuronDicamba | Turf | 0.44 Ounces | 0.09 Fluid Ounce / 1,000 Square Ft. | Hose Reel |
4/11/26 Essential Lawn - Spring Green-UpJames Wright - Home · 16-4-8 Liquid Fertilizer, SpeedZone Southern EW76 °F · Wind 3 mph NW · Humidity 58% · Soil Wet
Applied on TurfOpen water NoSensitive area No
08:36:00 to 08:50:00 · 14 min · Hunter Doucet
| Product | Where | Used | Rate | How |
|---|---|---|---|---|
| 16-4-8 Liquid Fertilizer N 16%P 4%K 8% | Turf | 1.67 Pints | 6 Fluid Ounce / 1,000 Square Ft. | Hose Reel |
| SpeedZone Southern EW EPA 2217-1053-DEMO 24-DMecopropDicambaCarfentrazone | Turf | 4.91 Ounces | 1.1 Fluid Ounce / 1,000 Square Ft. | Hose Reel |
2/14/26 Essential Lawn - Pre-emergent & FeedJames Wright - Home · Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant69 °F · Wind 15 mph NW · Humidity 83% · Soil Moist
Applied on TurfOpen water NoSensitive area No
09:05:00 to 09:17:00 · 12 min · Cody Landry
| Product | Where | Used | Rate | How |
|---|---|---|---|---|
| Prodiamine 65 WDG EPA 100-834-DEMO Prodiamine 65% | Turf | 0.84 Ounces | 0.18 Fluid Ounce / 1,000 Square Ft. | Hose Reel |
| Atrazine 4L EPA 100-497-DEMO Atrazine 42.6% | Turf | 3.42 Ounces | 0.75 Fluid Ounce / 1,000 Square Ft. | Hose Reel |
| Nonionic Surfactant Alkylphenol ethoxylate | Turf | 2.5 Ounces | 0.5 Fluid Ounce / 1,000 Square Ft. | Hose Reel |
Notes, voice notes and sketches attached here show on this row.