Essential Lawn - 5 Visit
$40.00Paid
13
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Willowdeep Inn
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.
HOAShady Lawn
LeadJun 24
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledFeb 10
DoneOct 14
PaidOct 1
ReviewAug 25
Review · Step 9 of 9 · 4 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$1,167.8578% margin
Customer For3.3 yearssince Jun 24, 2023
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewClicked linkAug 25, 2026Worth HavingWorth havingMargin 78%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$1,091.26Paid
$1,297.34Delivered
$971.20Profit
$9.71Chemical
$316.44Labor
10.55Hours
$206.09Work ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 74.9% margin. Time is the estimate for that size.
October 2026
Paid $121.25Delivered $159.90Profit $121.11
Paid
Bed & Gravel Weed Control
$26.78Paid
Essential Lawn - 5 Visit
$40.00Paid
Bed & Gravel Weed Control
$14.48Paid
Delivered
Essential Lawn - Fall Pre-emergent
Chemical $0.55Labor $16.27Profit $55.750.54 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$72.57
Essential Lawn - Fall Pre-emergent
Chemical $1.04Labor $20.93Profit $65.360.70 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$87.33
September 2026
Paid $121.25Delivered $124.06Profit $91.17
Paid
Essential Lawn - 5 Visit
$40.00Paid
Bed & Gravel Weed Control
$26.78Paid
Essential Lawn - 5 Visit
$40.00Paid
Bed & Gravel Weed Control
$14.48Paid
Delivered
Bed & Gravel Weed Control - Fall Barrier
Chemical $0.02Labor $11.69Profit $31.750.39 hr
Indaziflam Surface, Glyphosate 41%
$43.45
Bed & Gravel Weed Control - Fall Barrier
Chemical $0.26Labor $20.93Profit $59.420.70 hr
Indaziflam Surface, Glyphosate 41%
$80.61
August 2026
Paid $121.25Delivered $156.12Profit $118.93
Paid
Essential Lawn - 5 Visit
$40.00Paid
Bed & Gravel Weed Control
$26.78Paid
Essential Lawn - 5 Visit
$40.00Paid
Bed & Gravel Weed Control
$14.48Paid
Delivered
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $16.27Profit $54.810.54 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$71.08
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $20.93Profit $64.110.70 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$85.04
July 2026
Paid $121.25Delivered $123.44Profit $90.83
Paid
Essential Lawn - 5 Visit
$40.00Paid
Bed & Gravel Weed Control
$26.78Paid
Essential Lawn - 5 Visit
$40.00Paid
Bed & Gravel Weed Control
$14.48Paid
Delivered
Bed & Gravel Weed Control - Spot Spray 2
Chemical $0.00Labor $20.93Profit $59.110.70 hr
Glyphosate 41%
$80.04
Bed & Gravel Weed Control - Spot Spray 2
Chemical $0.00Labor $11.69Profit $31.710.39 hr
Glyphosate 41%
$43.40
June 2026
Paid $121.25Delivered $169.35Profit $126.58
Paid
Essential Lawn - 5 Visit
$40.00Paid
Bed & Gravel Weed Control
$26.78Paid
Essential Lawn - 5 Visit
$40.00Paid
Bed & Gravel Weed Control
$14.48Paid
Delivered
Essential Lawn - Summer Feed & Weed
Chemical $3.64Labor $20.93Profit $68.480.70 hr
24-0-11 Granular, Celsius WG
$93.05
Essential Lawn - Summer Feed & Weed
Chemical $1.93Labor $16.27Profit $58.100.54 hr
24-0-11 Granular, Celsius WG
$76.30
May 2026
Paid $121.25
Paid
Essential Lawn - 5 Visit
$40.00Paid
Bed & Gravel Weed Control
$26.78Paid
Essential Lawn - 5 Visit
$40.00Paid
Bed & Gravel Weed Control
$14.48Paid
Delivered
No work this month.
April 2026
Paid $121.25Delivered $280.51Profit $210.30
Paid
Essential Lawn - 5 Visit
$40.00Paid
Bed & Gravel Weed Control
$26.78Paid
Essential Lawn - 5 Visit
$40.00Paid
Bed & Gravel Weed Control
$14.48Paid
Delivered
Essential Lawn - Spring Green-Up
Chemical $0.26Labor $20.93Profit $64.420.70 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$85.61
Essential Lawn - Spring Green-Up
Chemical $0.14Labor $16.27Profit $55.050.54 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$71.45
Bed & Gravel Weed Control - Spot Spray 1
Chemical $0.00Labor $11.69Profit $31.710.39 hr
Glyphosate 41%
$43.40
Bed & Gravel Weed Control - Spot Spray 1
Chemical $0.00Labor $20.93Profit $59.110.70 hr
Glyphosate 41%
$80.04
March 2026
Paid $121.25
Paid
Essential Lawn - 5 Visit
$40.00Paid
Bed & Gravel Weed Control
$26.78Paid
Essential Lawn - 5 Visit
$40.00Paid
Bed & Gravel Weed Control
$14.48Paid
Delivered
No work this month.
February 2026
Paid $121.25Delivered $283.96Profit $212.28
Paid
Essential Lawn - 5 Visit
$40.00Paid
Bed & Gravel Weed Control
$26.78Paid
Essential Lawn - 5 Visit
$40.00Paid
Bed & Gravel Weed Control
$14.48Paid
Delivered
Essential Lawn - Pre-emergent & Feed
Chemical $1.04Labor $20.93Profit $65.360.70 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$87.33
Essential Lawn - Pre-emergent & Feed
Chemical $0.55Labor $16.27Profit $55.750.54 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$72.57
Bed & Gravel Weed Control - Pre-emergent Barrier
Chemical $0.02Labor $11.69Profit $31.750.39 hr
Indaziflam Surface, Spray Pattern Dye
$43.45
Bed & Gravel Weed Control - Pre-emergent Barrier
Chemical $0.26Labor $20.93Profit $59.420.70 hr
Indaziflam Surface, Spray Pattern Dye
$80.61
Money for this customer
Revenue$1,490.56
Costs$0.00
Left After Costs$1,490.56
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 10/1/26 | Invoice | INV-2026-3606 | Paid | $181.32 |
| 9/1/26 | Invoice | INV-2026-3245 | Paid | $191.32 |
| 8/1/26 | Invoice | INV-2026-2847 | Paid | $181.32 |
| 7/1/26 | Invoice | INV-2026-2406 | Paid | $191.32 |
| 5/1/26 | Invoice | INV-2026-1600 | Paid | $372.64 |
| 3/1/26 | Invoice | INV-2026-0878 | Paid | $372.64 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.