Essential Lawn - 5 Visit
$40.00Paid
8
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Amanda Bailey
Lead source: Door Hanger · 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.
LeadJun 16
ContactedSkipped
Site SurveySkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledFeb 10
DoneOct 11
PaidOct 1
ReviewSep 9
Paid · Step 9 of 10 · 5 skipped
Next: Collect
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$66.468 days late
Profit, 12 Months$431.0772% margin
Customer For130 dayssince Jun 16, 2026
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewClicked linkSep 9, 2026Worth HavingWorth havingMargin 72%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$759.00Paid
$712.98Delivered
$540.56Profit
$1.93Chemical
$170.49Labor
5.68Hours
$46.02Paid ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 75.8% margin. Time is the estimate for that size.
October 2026
Paid $97.00Delivered $118.19Profit $89.44
Delivered
Mosquito Shield - Mosquito Visit 7
Chemical $0.00Labor $14.21Profit $46.550.47 hr
Mosquito Barrier
$60.76
Essential Lawn - Fall Pre-emergent
Chemical $0.34Labor $14.21Profit $42.890.47 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$57.43
September 2026
Paid $97.00Delivered $60.76Profit $46.55
Paid
Essential Lawn - 5 Visit
$40.00Paid
Mosquito Shield - Monthly
$57.00Paid
Delivered
Mosquito Shield - Mosquito Visit 6
Chemical $0.00Labor $14.21Profit $46.550.47 hr
Mosquito Barrier
$60.76
August 2026
Paid $97.00Delivered $117.52Profit $89.11
Paid
Essential Lawn - 5 Visit
$40.00Paid
Mosquito Shield - Monthly
$57.00Paid
Delivered
Mosquito Shield - Mosquito Visit 5
Chemical $0.00Labor $14.21Profit $46.550.47 hr
Mosquito Barrier
$60.76
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $14.21Profit $42.550.47 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$56.76
July 2026
Paid $97.00Delivered $60.76Profit $46.55
Paid
Essential Lawn - 5 Visit
$40.00Paid
Mosquito Shield - Monthly
$57.00Paid
Delivered
Mosquito Shield - Mosquito Visit 4
Chemical $0.00Labor $14.21Profit $46.550.47 hr
Mosquito Barrier
$60.76
June 2026
Paid $97.00Delivered $59.11Profit $43.73
Paid
Essential Lawn - 5 Visit
$40.00Paid
Mosquito Shield - Monthly
$57.00Paid
Delivered
Essential Lawn - Summer Feed & Weed
Chemical $1.18Labor $14.21Profit $43.730.47 hr
24-0-11 Granular, Celsius WG
$59.11
May 2026
Paid $97.00Delivered $121.52Profit $93.11
Paid
Essential Lawn - 5 Visit
$40.00Paid
Mosquito Shield - Monthly
$57.00Paid
Delivered
Mosquito Shield - Mosquito Visit 2
Chemical $0.00Labor $14.21Profit $46.550.47 hr
Mosquito Barrier
$60.76
Mosquito Shield - Mosquito Visit 3
Chemical $0.00Labor $14.21Profit $46.550.47 hr
Mosquito Barrier
$60.76
April 2026
Paid $97.00Delivered $117.69Profit $89.19
Paid
Essential Lawn - 5 Visit
$40.00Paid
Mosquito Shield - Monthly
$57.00Paid
Delivered
Mosquito Shield - Mosquito Visit 1
Chemical $0.00Labor $14.21Profit $46.550.47 hr
Mosquito Barrier
$60.76
Essential Lawn - Spring Green-Up
Chemical $0.08Labor $14.21Profit $42.640.47 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$56.93
March 2026
Paid $40.00
Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
No work this month.
February 2026
Paid $40.00Delivered $57.43Profit $42.89
Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Essential Lawn - Pre-emergent & Feed
Chemical $0.34Labor $14.21Profit $42.890.47 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$57.43
Money for this customer
Revenue$595.50
Costs$0.00
Left After Costs$595.50
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 10/1/26 | Invoice | INV-2026-3592 | Open | $66.46 |
| 9/1/26 | Invoice | INV-2026-3224 | Paid | $117.12 |
| 8/1/26 | Invoice | INV-2026-2826 | Paid | $60.56 |
| 7/1/26 | Invoice | INV-2026-2378 | Paid | $56.56 |
| 6/1/26 | Invoice | INV-2026-1972 | Paid | $121.12 |
| 5/1/26 | Invoice | INV-2026-1570 | Paid | $117.12 |
| 3/1/26 | Invoice | INV-2026-0866 | Paid | $56.56 |
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.