Large Patch Guard - 3 Visit
$57.00Due
12
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Chris Allen
Lead source: Truck Wrap · 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.
Dog in Yard
LeadNov 21
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledOct 26
DoneOct 21
PaidSep 1
Review
Paid · Step 8 of 9 · 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$591.3477% margin
Customer For336 dayssince Nov 21, 2025
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewNot askedask from the Reviews tabWorth HavingWorth havingMargin 77%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$1,407.92Paid
$1,043.43Delivered
$816.78Profit
$1.16Chemical
$225.49Labor
7.52Hours
$364.49Paid ahead
$57.00Due on a coming 1st
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 78.3% margin. Time is the estimate for that size.
November 2026
Paid
Delivered
No work this month.
October 2026
Paid $123.10Delivered $178.57Profit $140.95
Paid
Premier Lawn - 9 Visit
$100.00Paid
Shrub & Bed Care - 6 Visit
$23.10Paid
Delivered
Premier Lawn - Fall Disease Guard
Chemical $0.04Labor $12.53Profit $48.680.42 hr
Azoxystrobin 2SC, 0-0-25 Potash Liquid
$61.25
Large Patch Guard - Large Patch 1
Chemical $0.00Labor $12.53Profit $58.630.42 hr
Azoxystrobin 2SC
$71.16
Shrub & Bed Care - Fall Oil
Chemical $0.00Labor $12.53Profit $33.630.42 hr
Horticultural Oil
$46.16
September 2026
Paid $123.10
Paid
Premier Lawn - 9 Visit
$100.00Paid
Shrub & Bed Care - 6 Visit
$23.10Paid
Delivered
No work this month.
August 2026
Paid $123.10Delivered $107.41Profit $82.31
Paid
Premier Lawn - 9 Visit
$100.00Paid
Shrub & Bed Care - 6 Visit
$23.10Paid
Delivered
Premier Lawn - Late Summer Feed
Chemical $0.04Labor $12.53Profit $48.680.42 hr
16-4-8 Liquid Fertilizer, Soil Wetting Agent
$61.25
Shrub & Bed Care - Late Summer Feed
Chemical $0.00Labor $12.53Profit $33.630.42 hr
16-4-8 Liquid Fertilizer
$46.16
July 2026
Paid $123.10Delivered $107.32Profit $82.27
Paid
Premier Lawn - 9 Visit
$100.00Paid
Shrub & Bed Care - 6 Visit
$23.10Paid
Delivered
Shrub & Bed Care - Summer Insect
Chemical $0.00Labor $12.53Profit $33.630.42 hr
Bifenthrin 7.9%
$46.16
Premier Lawn - Insect & Iron
Chemical $0.00Labor $12.53Profit $48.630.42 hr
Bifenthrin 7.9%, Iron Plus 6%
$61.16
June 2026
Paid $123.10Delivered $61.25Profit $48.68
Paid
Premier Lawn - 9 Visit
$100.00Paid
Shrub & Bed Care - 6 Visit
$23.10Paid
Delivered
Premier Lawn - Summer Feed & Sedge
Chemical $0.04Labor $12.53Profit $48.680.42 hr
16-4-8 Liquid Fertilizer, Dismiss South
$61.25
May 2026
Paid $123.10Delivered $107.41Profit $82.31
Paid
Premier Lawn - 9 Visit
$100.00Paid
Shrub & Bed Care - 6 Visit
$23.10Paid
Delivered
Premier Lawn - Grub Prevention
Chemical $0.04Labor $12.53Profit $48.680.42 hr
Acelepryn, Humic 12
$61.25
Shrub & Bed Care - Disease Guard
Chemical $0.00Labor $12.53Profit $33.630.42 hr
Daconil Weatherstik
$46.16
April 2026
Paid $123.10Delivered $108.46Profit $82.89
Paid
Premier Lawn - 9 Visit
$100.00Paid
Shrub & Bed Care - 6 Visit
$23.10Paid
Delivered
Shrub & Bed Care - Spring Feed & Insect
Chemical $0.12Labor $12.53Profit $33.780.42 hr
Merit 75 WSP, 16-4-8 Liquid Fertilizer
$46.42
Premier Lawn - Spring Green-Up
Chemical $0.40Labor $12.53Profit $49.110.42 hr
24-0-11 Granular, Iron Plus 6%
$62.04
March 2026
Paid $123.10Delivered $132.41Profit $107.31
Paid
Premier Lawn - 9 Visit
$100.00Paid
Shrub & Bed Care - 6 Visit
$23.10Paid
Delivered
Large Patch Guard - Large Patch 3
Chemical $0.00Labor $12.53Profit $58.630.42 hr
Azoxystrobin 2SC
$71.16
Premier Lawn - Broadleaf & Feed
Chemical $0.04Labor $12.53Profit $48.680.42 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$61.25
February 2026
Paid $123.10Delivered $46.16Profit $33.63
Paid
Premier Lawn - 9 Visit
$100.00Paid
Shrub & Bed Care - 6 Visit
$23.10Paid
Delivered
Shrub & Bed Care - Dormant Oil
Chemical $0.00Labor $12.53Profit $33.630.42 hr
Horticultural Oil
$46.16
January 2026
Paid $100.00Delivered $61.51Profit $48.82
Paid
Premier Lawn - 9 Visit
$100.00Paid
Delivered
Premier Lawn - Pre-emergent Round 1
Chemical $0.16Labor $12.53Profit $48.820.42 hr
Prodiamine 65 WDG, Atrazine 4L
$61.51
December 2025
Paid $100.00
Paid
Premier Lawn - 9 Visit
$100.00Paid
Delivered
No work this month.
November 2025
Paid $100.00Delivered $132.94Profit $107.60
Paid
Premier Lawn - 9 Visit
$100.00Paid
Delivered
Large Patch Guard - Large Patch 2
Chemical $0.00Labor $12.53Profit $58.630.42 hr
Propiconazole 14.3
$71.16
Premier Lawn - Winter Pre-emergent
Chemical $0.28Labor $12.53Profit $48.970.42 hr
Prodiamine 65 WDG, Celsius WG
$61.78
Money for this customer
Revenue$770.00
Costs$0.00
Left After Costs$770.00
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 9/1/26 | Invoice | INV-2026-3240 | Paid | $95.00 |
| 8/1/26 | Invoice | INV-2026-2842 | Paid | $95.00 |
| 7/1/26 | Invoice | INV-2026-2401 | Paid | $55.00 |
| 6/1/26 | Invoice | INV-2026-1997 | Paid | $95.00 |
| 5/1/26 | Invoice | INV-2026-1595 | Paid | $95.00 |
| 4/1/26 | Invoice | INV-2026-1212 | Paid | $120.00 |
| 3/1/26 | Invoice | INV-2026-0875 | Paid | $40.00 |
| 2/1/26 | Invoice | INV-2026-0543 | Paid | $55.00 |
| 12/1/25 | Invoice | INV-2025-0206 | Paid | $120.00 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.