Essential Lawn - 5 Visit
$40.00Paid
3
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
William Perry
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.
HOACall Ahead
LeadApr 10
ContactedSkipped
Site SurveySkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledNov 10
DoneOct 26
PaidOct 1
ReviewAug 26
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$1,464.4375% margin
Customer For199 dayssince Apr 10, 2026
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewClicked linkAug 26, 2026Worth HavingWorth havingMargin 75%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$2,643.18Paid
$2,234.04Delivered
$1,693.07Profit
$7.54Chemical
$533.42Labor
17.78Hours
$409.14Paid 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 $278.19Delivered $356.50Profit $271.66
Paid
Shrub & Bed Care - 6 Visit
$20.49Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$28.29Paid
Soil Builder - 4 Visit
$25.55Paid
Bed & Gravel Weed Control
$18.86Paid
Essential Lawn - 5 Visit
$90.00Paid
Delivered
Soil Builder - Fall Potash
Chemical $0.00Labor $14.74Profit $61.720.49 hr
0-0-25 Potash Liquid, Humic 12
$76.46
Essential Lawn - Fall Pre-emergent
Chemical $0.21Labor $12.99Profit $40.270.43 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$53.47
Shrub & Bed Care - Fall Oil
Chemical $0.00Labor $14.74Profit $41.720.49 hr
Horticultural Oil
$56.46
Essential Lawn - Fall Pre-emergent
Chemical $0.45Labor $15.31Profit $45.960.51 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$61.72
Shrub & Bed Care - Fall Oil
Chemical $0.00Labor $11.27Profit $29.710.38 hr
Horticultural Oil
$40.98
Signature Lawn - Pre-emergent Round 1
Chemical $0.39Labor $14.74Profit $52.270.49 hr
Prodiamine 65 WDG, Atrazine 4L, Spray Pattern Dye
$67.40
September 2026
Paid $278.19Delivered $123.40Profit $93.72
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.49Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$28.29Paid
Soil Builder - 4 Visit
$25.55Paid
Bed & Gravel Weed Control
$18.86Paid
Essential Lawn - 5 Visit
$90.00Paid
Delivered
Signature Lawn - Fall Feed & Disease Guard
Chemical $0.10Labor $14.74Profit $51.860.49 hr
0-0-25 Potash Liquid, Azoxystrobin 2SC
$66.70
Bed & Gravel Weed Control - Fall Barrier
Chemical $0.10Labor $14.74Profit $41.860.49 hr
Indaziflam Surface, Glyphosate 41%
$56.70
August 2026
Paid $278.19Delivered $211.27Profit $156.96
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.49Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$28.29Paid
Soil Builder - 4 Visit
$25.55Paid
Bed & Gravel Weed Control
$18.86Paid
Essential Lawn - 5 Visit
$90.00Paid
Delivered
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $15.31Profit $45.510.51 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$60.82
Shrub & Bed Care - Late Summer Feed
Chemical $0.00Labor $14.74Profit $41.720.49 hr
16-4-8 Liquid Fertilizer
$56.46
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $12.99Profit $40.020.43 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$53.01
Shrub & Bed Care - Late Summer Feed
Chemical $0.00Labor $11.27Profit $29.710.38 hr
16-4-8 Liquid Fertilizer
$40.98
July 2026
Paid $278.19Delivered $298.01Profit $227.29
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.49Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$28.29Paid
Soil Builder - 4 Visit
$25.55Paid
Bed & Gravel Weed Control
$18.86Paid
Essential Lawn - 5 Visit
$90.00Paid
Delivered
Bed & Gravel Weed Control - Spot Spray 2
Chemical $0.00Labor $14.74Profit $41.720.49 hr
Glyphosate 41%
$56.46
Shrub & Bed Care - Summer Insect
Chemical $0.00Labor $14.74Profit $41.720.49 hr
Bifenthrin 7.9%
$56.46
Shrub & Bed Care - Summer Insect
Chemical $0.00Labor $11.27Profit $29.710.38 hr
Bifenthrin 7.9%
$40.98
Soil Builder - Summer Soil Boost
Chemical $0.10Labor $14.74Profit $61.860.49 hr
Liquid Aeration, Soil Wetting Agent
$76.70
Signature Lawn - Summer Feed
Chemical $0.39Labor $14.74Profit $52.270.49 hr
16-4-8 Liquid Fertilizer, Celsius WG
$67.40
June 2026
Paid $278.19Delivered $185.06Profit $139.71
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.49Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$28.29Paid
Soil Builder - 4 Visit
$25.55Paid
Bed & Gravel Weed Control
$18.86Paid
Essential Lawn - 5 Visit
$90.00Paid
Delivered
Signature Lawn - Insect Shield
Chemical $0.00Labor $14.74Profit $51.720.49 hr
Bifenthrin 7.9%, Iron Plus 6%
$66.46
Essential Lawn - Summer Feed & Weed
Chemical $1.58Labor $15.31Profit $47.090.51 hr
24-0-11 Granular, Celsius WG
$63.98
Essential Lawn - Summer Feed & Weed
Chemical $0.73Labor $12.99Profit $40.900.43 hr
24-0-11 Granular, Celsius WG
$54.61
May 2026
Paid $278.19Delivered $299.89Profit $228.39
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.49Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$28.29Paid
Soil Builder - 4 Visit
$25.55Paid
Bed & Gravel Weed Control
$18.86Paid
Essential Lawn - 5 Visit
$90.00Paid
Delivered
Signature Lawn - Green-Up & Sedge
Chemical $1.18Labor $14.74Profit $53.370.49 hr
24-0-11 Granular, Sedgehammer Plus
$69.29
Bed & Gravel Weed Control - Spot Spray 1
Chemical $0.00Labor $14.74Profit $41.720.49 hr
Glyphosate 41%
$56.46
Shrub & Bed Care - Disease Guard
Chemical $0.00Labor $14.74Profit $41.720.49 hr
Daconil Weatherstik
$56.46
Shrub & Bed Care - Disease Guard
Chemical $0.00Labor $11.27Profit $29.710.38 hr
Daconil Weatherstik
$40.98
Soil Builder - Wetting Agent
Chemical $0.10Labor $14.74Profit $61.860.49 hr
Soil Wetting Agent, Humic 12
$76.70
April 2026
Paid $278.19Delivered $155.19Profit $115.44
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.49Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$28.29Paid
Soil Builder - 4 Visit
$25.55Paid
Bed & Gravel Weed Control
$18.86Paid
Essential Lawn - 5 Visit
$90.00Paid
Delivered
Shrub & Bed Care - Spring Feed & Insect
Chemical $0.02Labor $11.27Profit $29.730.38 hr
Merit 75 WSP, 16-4-8 Liquid Fertilizer
$41.02
Essential Lawn - Spring Green-Up
Chemical $0.11Labor $15.31Profit $45.620.51 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$61.05
Essential Lawn - Spring Green-Up
Chemical $0.05Labor $12.99Profit $40.080.43 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$53.12
March 2026
Paid $278.19Delivered $200.57Profit $155.85
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.49Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$28.29Paid
Soil Builder - 4 Visit
$25.55Paid
Bed & Gravel Weed Control
$18.86Paid
Essential Lawn - 5 Visit
$90.00Paid
Delivered
Soil Builder - Liquid Aeration
Chemical $0.10Labor $14.74Profit $61.860.49 hr
Liquid Aeration, Humic 12
$76.70
Signature Lawn - Weed Control & Feed
Chemical $0.10Labor $14.74Profit $51.860.49 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$66.70
Shrub & Bed Care - Spring Feed & Insect
Chemical $0.29Labor $14.74Profit $42.130.49 hr
Merit 75 WSP, 16-4-8 Liquid Fertilizer
$57.17
February 2026
Paid $252.64Delivered $269.33Profit $199.52
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.49Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$28.29Paid
Bed & Gravel Weed Control
$18.86Paid
Essential Lawn - 5 Visit
$90.00Paid
Delivered
Shrub & Bed Care - Dormant Oil
Chemical $0.00Labor $11.27Profit $29.710.38 hr
Horticultural Oil
$40.98
Shrub & Bed Care - Dormant Oil
Chemical $0.00Labor $14.74Profit $41.720.49 hr
Horticultural Oil
$56.46
Essential Lawn - Pre-emergent & Feed
Chemical $0.45Labor $15.31Profit $45.960.51 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$61.72
Essential Lawn - Pre-emergent & Feed
Chemical $0.21Labor $12.99Profit $40.270.43 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$53.47
Bed & Gravel Weed Control - Pre-emergent Barrier
Chemical $0.10Labor $14.74Profit $41.860.49 hr
Indaziflam Surface, Spray Pattern Dye
$56.70
January 2026
Paid $55.00Delivered $67.40Profit $52.27
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Pre-emergent Round 1
Chemical $0.39Labor $14.74Profit $52.270.49 hr
Prodiamine 65 WDG, Atrazine 4L, Spray Pattern Dye
$67.40
December 2025
Paid $55.00
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
No work this month.
November 2025
Paid $55.00Delivered $67.40Profit $52.27
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Winter Pre-emergent
Chemical $0.39Labor $14.74Profit $52.270.49 hr
Prodiamine 65 WDG, Atrazine 4L
$67.40
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$1,955.58
Costs$0.00
Left After Costs$1,955.58
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 10/1/26 | Invoice | INV-2026-3596 | Paid | $122.64 |
| 9/1/26 | Invoice | INV-2026-3234 | Paid | $229.84 |
| 8/1/26 | Invoice | INV-2026-2843 | Paid | $316.70 |
| 7/1/26 | Invoice | INV-2026-2397 | Paid | $178.42 |
| 6/1/26 | Invoice | INV-2026-1992 | Paid | $316.70 |
| 5/1/26 | Invoice | INV-2026-1593 | Paid | $173.52 |
| 4/1/26 | Invoice | INV-2026-1209 | Paid | $198.96 |
| 3/1/26 | Invoice | INV-2026-0880 | Paid | $286.16 |
| 2/1/26 | Invoice | INV-2026-0529 | Paid | $66.32 |
| 12/1/25 | Invoice | INV-2025-0180 | Paid | $66.32 |
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.