4
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Mary Collins
Lead source: Yard Sign · 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 15
ContactedSkipped
Site SurveySkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledFeb 10
DoneOct 22
PaidSep 1
ReviewOct 23
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$69.18223 days late
Profit, 12 Months$278.8173% margin
Customer For4 yearssince Oct 15, 2022
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewClicked linkOct 23, 2026Worth HavingKeep an eye onBalance 223 days late, margin 73%
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 Liquid1.83 Pints
- 16-4-8 Liquid Fertilizer0.68 Gallons
- 24-0-11 Granular28.64 Pounds
- Atrazine 4L5.43 Ounces
- Azoxystrobin 2SC6.4 Ounces
- Celsius WG0.79 Ounces
- Iron Plus 6%1.5 Pints
- Nonionic Surfactant3.58 Ounces
- Prodiamine 65 WDG2.83 Ounces
- SpeedZone Southern EW9.06 Ounces
10/22/26 Essential Lawn - Fall Pre-emergentMary Collins - Home · Prodiamine 65 WDG, 0-0-25 Potash Liquid77 °F · Wind 8 mph SE · Humidity 89% · Soil Dry · Rain Yes
Applied on TurfOpen water NoSensitive area No
08:48:00 to 09:09:00 · 21 min · Bree Trahan
| Product | Where | Used | Rate | How |
|---|---|---|---|---|
| Prodiamine 65 WDG EPA 100-834-DEMO Prodiamine 65% | Turf | 1.43 Ounces | 0.18 Fluid Ounce / 1,000 Square Ft. | Hose Reel |
| 0-0-25 Potash Liquid K 25% | Turf | 1.83 Pints | 4 Fluid Ounce / 1,000 Square Ft. | Hose Reel |
10/7/26 Large Patch Guard - Large Patch 1Mary Collins - Home · Azoxystrobin 2SC79 °F · Wind 11 mph E · Humidity 57% · Soil Moist
Applied on TurfOpen water NoSensitive area No
08:11:00 to 08:30:00 · 19 min · Bree Trahan
| Product | Where | Used | Rate | How |
|---|---|---|---|---|
| Azoxystrobin 2SC EPA 70506-DEMO Azoxystrobin 22.9% | Turf | 3.39 Ounces | 0.38 Fluid Ounce / 1,000 Square Ft. | Hose Reel |
8/25/26 Essential Lawn - Late Summer FeedMary Collins - Home · 16-4-8 Liquid Fertilizer, Iron Plus 6%94 °F · Wind 9 mph W · Humidity 91% · Soil Wet
Applied on TurfOpen water NoSensitive area No
08:36:00 to 08:56:00 · 20 min · Bree Trahan
| Product | Where | Used | Rate | How |
|---|---|---|---|---|
| 16-4-8 Liquid Fertilizer N 16%P 4%K 8% | Turf | 1.37 Quarts | 6 Fluid Ounce / 1,000 Square Ft. | Hose Reel |
| Iron Plus 6% Iron 6%Sulfur 4% | Turf | 1.5 Pints | 3 Fluid Ounce / 1,000 Square Ft. | Hose Reel |
6/17/26 Essential Lawn - Summer Feed & WeedMary Collins - Home · 24-0-11 Granular, Celsius WG95 °F · Wind 11 mph NW · Humidity 48% · Soil Wet
Applied on TurfOpen water NoSensitive area No
08:08:00 to 08:27:00 · 19 min · Bree Trahan
| Product | Where | Used | Rate | How |
|---|---|---|---|---|
| 24-0-11 Granular N 24%K 11% | Turf | 28.64 Pounds | 4 Pound / 1,000 Square Ft. | Hose Reel |
| Celsius WG EPA 432-1507-DEMO ThiencarbazoneIodosulfuronDicamba | Turf | 0.79 Ounces | 0.09 Fluid Ounce / 1,000 Square Ft. | Hose Reel |
4/21/26 Essential Lawn - Spring Green-UpMary Collins - Home · 16-4-8 Liquid Fertilizer, SpeedZone Southern EW82 °F · Wind 0 mph SE · Humidity 81% · Soil Dry
Applied on TurfOpen water NoSensitive area No
09:05:00 to 09:22:00 · 17 min · Bree Trahan
| Product | Where | Used | Rate | How |
|---|---|---|---|---|
| 16-4-8 Liquid Fertilizer N 16%P 4%K 8% | Turf | 1.36 Quarts | 6 Fluid Ounce / 1,000 Square Ft. | Hose Reel |
| SpeedZone Southern EW EPA 2217-1053-DEMO 24-DMecopropDicambaCarfentrazone | Turf | 9.06 Ounces | 1.1 Fluid Ounce / 1,000 Square Ft. | Hose Reel |
3/6/26 Large Patch Guard - Large Patch 3Mary Collins - Home · Azoxystrobin 2SC73 °F · Wind 4 mph E · Humidity 81% · Soil Wet · Rain Yes
Applied on TurfOpen water NoSensitive area No
08:42:00 to 09:00:00 · 18 min · Bree Trahan
| Product | Where | Used | Rate | How |
|---|---|---|---|---|
| Azoxystrobin 2SC EPA 70506-DEMO Azoxystrobin 22.9% | Turf | 3.01 Ounces | 0.38 Fluid Ounce / 1,000 Square Ft. | Hose Reel |
2/13/26 Essential Lawn - Pre-emergent & FeedMary Collins - Home · Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant70 °F · Wind 5 mph NE · Humidity 60% · Soil Moist
Applied on TurfOpen water NoSensitive area No
08:54:00 to 09:15:00 · 21 min · Bree Trahan
| Product | Where | Used | Rate | How |
|---|---|---|---|---|
| Prodiamine 65 WDG EPA 100-834-DEMO Prodiamine 65% | Turf | 1.4 Ounces | 0.18 Fluid Ounce / 1,000 Square Ft. | Hose Reel |
| Atrazine 4L EPA 100-497-DEMO Atrazine 42.6% | Turf | 5.43 Ounces | 0.75 Fluid Ounce / 1,000 Square Ft. | Hose Reel |
| Nonionic Surfactant Alkylphenol ethoxylate | Turf | 3.58 Ounces | 0.5 Fluid Ounce / 1,000 Square Ft. | Hose Reel |
10/29/25 Large Patch Guard - Large Patch 2Mary Collins - Home · Propiconazole 14.385 °F · Wind 8 mph SE · Humidity 62% · Soil Moist
Applied on TurfOpen water NoSensitive area No
07:54:00 to 08:14:00 · 20 min · Bree Trahan
| Product | Where | Used | Rate | How |
|---|---|---|---|---|
| Propiconazole 14.3 EPA 60063-DEMO Propiconazole 14.3% | Turf | 7.39 Ounces | 1 Fluid Ounce / 1,000 Square Ft. | Hose Reel |
Notes, voice notes and sketches attached here show on this row.