Essential Lawn - 5 Visit
$40.00Paid
4
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Andrew Ross
Lead source: Google Search · 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.
LeadOct 8
ContactedSkipped
Site SurveySkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledFeb 1
DoneOct 22
PaidSep 1
ReviewOct 23
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$321.8070% margin
Customer For2 yearssince Oct 8, 2024
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewAskedOct 23, 2026Worth HavingWorth havingMargin 70%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$562.33Paid
$530.16Delivered
$392.20Profit
$1.76Chemical
$136.20Labor
4.54Hours
$32.17Paid ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 74.0% margin. Time is the estimate for that size.
October 2026
Paid $60.23Delivered $97.83Profit $72.51
Delivered
Shrub & Bed Care - Fall Oil
Chemical $0.00Labor $11.11Profit $29.350.37 hr
Horticultural Oil
$40.46
Essential Lawn - Fall Pre-emergent
Chemical $0.30Labor $13.90Profit $43.170.46 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$57.37
September 2026
Paid $60.23
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.23Paid
Delivered
No work this month.
August 2026
Paid $60.23Delivered $97.17Profit $72.15
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.23Paid
Delivered
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $13.90Profit $42.800.46 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$56.70
Shrub & Bed Care - Late Summer Feed
Chemical $0.00Labor $11.11Profit $29.350.37 hr
16-4-8 Liquid Fertilizer
$40.46
July 2026
Paid $60.23Delivered $40.46Profit $29.35
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.23Paid
Delivered
Shrub & Bed Care - Summer Insect
Chemical $0.00Labor $11.11Profit $29.350.37 hr
Bifenthrin 7.9%
$40.46
June 2026
Paid $60.23Delivered $59.04Profit $44.08
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.23Paid
Delivered
Essential Lawn - Summer Feed & Weed
Chemical $1.06Labor $13.90Profit $44.080.46 hr
24-0-11 Granular, Celsius WG
$59.04
May 2026
Paid $60.23Delivered $40.46Profit $29.35
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.23Paid
Delivered
Shrub & Bed Care - Disease Guard
Chemical $0.00Labor $11.11Profit $29.350.37 hr
Daconil Weatherstik
$40.46
April 2026
Paid $60.23Delivered $97.35Profit $72.25
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.23Paid
Delivered
Shrub & Bed Care - Spring Feed & Insect
Chemical $0.01Labor $11.11Profit $29.360.37 hr
Merit 75 WSP, 16-4-8 Liquid Fertilizer
$40.48
Essential Lawn - Spring Green-Up
Chemical $0.08Labor $13.90Profit $42.890.46 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$56.87
March 2026
Paid $60.23
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.23Paid
Delivered
No work this month.
February 2026
Paid $60.23Delivered $57.37Profit $43.17
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.23Paid
Delivered
Essential Lawn - Pre-emergent & Feed
Chemical $0.30Labor $13.90Profit $43.170.46 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$57.37
January 2026
Paid $20.23Delivered $40.46Profit $29.35
Paid
Shrub & Bed Care - 6 Visit
$20.23Paid
Delivered
Shrub & Bed Care - Dormant Oil
Chemical $0.00Labor $11.11Profit $29.350.37 hr
Horticultural Oil
$40.46
Money for this customer
Revenue$459.56
Costs$0.00
Left After Costs$459.56
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 9/1/26 | Invoice | INV-2026-3235 | Paid | $102.68 |
| 8/1/26 | Invoice | INV-2026-2835 | Paid | $48.84 |
| 7/1/26 | Invoice | INV-2026-2390 | Paid | $53.84 |
| 6/1/26 | Invoice | INV-2026-1982 | Paid | $48.84 |
| 5/1/26 | Invoice | INV-2026-1579 | Paid | $102.68 |
| 3/1/26 | Invoice | INV-2026-0876 | Paid | $53.84 |
| 2/1/26 | Invoice | INV-2026-0530 | Paid | $48.84 |
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.