Essential Lawn - 5 Visit
$40.00Paid
5
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Brandon Nelson
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.
Irrigation
LeadAug 20
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledFeb 10
DoneOct 14
PaidOct 1
ReviewSep 11
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$235.1069% margin
Customer For2.2 yearssince Aug 20, 2024
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewClicked linkSep 11, 2026Worth HavingWorth havingMargin 69%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$498.27Paid
$441.59Delivered
$329.32Profit
$0.90Chemical
$111.37Labor
3.71Hours
$56.68Paid ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 74.6% margin. Time is the estimate for that size.
October 2026
Paid $55.36Delivered $51.39Profit $38.88
Delivered
Essential Lawn - Fall Pre-emergent
Chemical $0.14Labor $12.37Profit $38.880.41 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$51.39
September 2026
Paid $55.36Delivered $46.13Profit $33.72
Paid
Essential Lawn - 5 Visit
$40.00Paid
Bed & Gravel Weed Control
$15.36Paid
Delivered
Bed & Gravel Weed Control - Fall Barrier
Chemical $0.04Labor $12.37Profit $33.720.41 hr
Indaziflam Surface, Glyphosate 41%
$46.13
August 2026
Paid $55.36Delivered $51.05Profit $38.67
Paid
Essential Lawn - 5 Visit
$40.00Paid
Bed & Gravel Weed Control
$15.36Paid
Delivered
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $12.37Profit $38.670.41 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$51.05
July 2026
Paid $55.36Delivered $46.05Profit $33.67
Paid
Essential Lawn - 5 Visit
$40.00Paid
Bed & Gravel Weed Control
$15.36Paid
Delivered
Bed & Gravel Weed Control - Spot Spray 2
Chemical $0.00Labor $12.37Profit $33.670.41 hr
Glyphosate 41%
$46.05
June 2026
Paid $55.36Delivered $52.26Profit $39.38
Paid
Essential Lawn - 5 Visit
$40.00Paid
Bed & Gravel Weed Control
$15.36Paid
Delivered
Essential Lawn - Summer Feed & Weed
Chemical $0.50Labor $12.37Profit $39.380.41 hr
24-0-11 Granular, Celsius WG
$52.26
May 2026
Paid $55.36Delivered $46.05Profit $33.67
Paid
Essential Lawn - 5 Visit
$40.00Paid
Bed & Gravel Weed Control
$15.36Paid
Delivered
Bed & Gravel Weed Control - Spot Spray 1
Chemical $0.00Labor $12.37Profit $33.670.41 hr
Glyphosate 41%
$46.05
April 2026
Paid $55.36Delivered $51.13Profit $38.72
Paid
Essential Lawn - 5 Visit
$40.00Paid
Bed & Gravel Weed Control
$15.36Paid
Delivered
Essential Lawn - Spring Green-Up
Chemical $0.04Labor $12.37Profit $38.720.41 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$51.13
March 2026
Paid $55.36
Paid
Essential Lawn - 5 Visit
$40.00Paid
Bed & Gravel Weed Control
$15.36Paid
Delivered
No work this month.
February 2026
Paid $55.36Delivered $97.53Profit $72.60
Paid
Essential Lawn - 5 Visit
$40.00Paid
Bed & Gravel Weed Control
$15.36Paid
Delivered
Essential Lawn - Pre-emergent & Feed
Chemical $0.14Labor $12.37Profit $38.880.41 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$51.39
Bed & Gravel Weed Control - Pre-emergent Barrier
Chemical $0.04Labor $12.37Profit $33.720.41 hr
Indaziflam Surface, Spray Pattern Dye
$46.13
Money for this customer
Revenue$340.00
Costs$0.00
Left After Costs$340.00
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 10/1/26 | Invoice | INV-2026-3618 | Paid | $40.00 |
| 9/1/26 | Invoice | INV-2026-3259 | Paid | $45.00 |
| 8/1/26 | Invoice | INV-2026-2859 | Paid | $40.00 |
| 7/1/26 | Invoice | INV-2026-2419 | Paid | $45.00 |
| 6/1/26 | Invoice | INV-2026-2005 | Paid | $40.00 |
| 5/1/26 | Invoice | INV-2026-1606 | Paid | $45.00 |
| 3/1/26 | Invoice | INV-2026-0895 | Paid | $85.00 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.