Premier Lawn - 9 Visit
$70.00Paid
4
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Amanda Bell
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.
VIPShady Lawn
LeadJul 2
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledOct 25
DoneOct 13
PaidOct 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$868.6377% margin
Customer For114 dayssince Jul 2, 2026
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
$2,672.68Paid
$1,307.47Delivered
$1,024.89Profit
$4.21Chemical
$278.38Labor
9.28Hours
$1,365.21Paid ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 78.4% margin. Time is the estimate for that size.
October 2026
Paid $230.58Delivered $136.57Profit $108.66
Paid
Signature Lawn - 7 Visit
$137.00Paid
Soil Builder - 4 Visit
$23.58Paid
Delivered
Premier Lawn - Fall Disease Guard
Chemical $0.08Labor $13.94Profit $51.920.46 hr
Azoxystrobin 2SC, 0-0-25 Potash Liquid
$65.93
Soil Builder - Fall Potash
Chemical $0.00Labor $13.90Profit $56.740.46 hr
0-0-25 Potash Liquid, Humic 12
$70.64
September 2026
Paid $230.58Delivered $60.79Profit $46.81
Paid
Premier Lawn - 9 Visit
$70.00Paid
Signature Lawn - 7 Visit
$137.00Paid
Soil Builder - 4 Visit
$23.58Paid
Delivered
Signature Lawn - Fall Feed & Disease Guard
Chemical $0.08Labor $13.90Profit $46.810.46 hr
0-0-25 Potash Liquid, Azoxystrobin 2SC
$60.79
August 2026
Paid $230.58Delivered $127.18Profit $98.96
Paid
Premier Lawn - 9 Visit
$70.00Paid
Signature Lawn - 7 Visit
$137.00Paid
Soil Builder - 4 Visit
$23.58Paid
Delivered
Signature Lawn - Summer Feed
Chemical $0.30Labor $13.90Profit $47.040.46 hr
16-4-8 Liquid Fertilizer, Celsius WG
$61.25
Premier Lawn - Late Summer Feed
Chemical $0.08Labor $13.94Profit $51.920.46 hr
16-4-8 Liquid Fertilizer, Soil Wetting Agent
$65.93
July 2026
Paid $230.58Delivered $136.57Profit $108.65
Paid
Premier Lawn - 9 Visit
$70.00Paid
Signature Lawn - 7 Visit
$137.00Paid
Soil Builder - 4 Visit
$23.58Paid
Delivered
Premier Lawn - Insect & Iron
Chemical $0.00Labor $13.94Profit $51.840.46 hr
Bifenthrin 7.9%, Iron Plus 6%
$65.78
Soil Builder - Summer Soil Boost
Chemical $0.08Labor $13.90Profit $56.810.46 hr
Liquid Aeration, Soil Wetting Agent
$70.79
June 2026
Paid $230.58Delivered $126.57Profit $98.66
Paid
Premier Lawn - 9 Visit
$70.00Paid
Signature Lawn - 7 Visit
$137.00Paid
Soil Builder - 4 Visit
$23.58Paid
Delivered
Signature Lawn - Insect Shield
Chemical $0.00Labor $13.90Profit $46.740.46 hr
Bifenthrin 7.9%, Iron Plus 6%
$60.64
Premier Lawn - Summer Feed & Sedge
Chemical $0.08Labor $13.94Profit $51.920.46 hr
16-4-8 Liquid Fertilizer, Dismiss South
$65.93
May 2026
Paid $230.58Delivered $136.73Profit $108.73
Paid
Premier Lawn - 9 Visit
$70.00Paid
Signature Lawn - 7 Visit
$137.00Paid
Soil Builder - 4 Visit
$23.58Paid
Delivered
Premier Lawn - Grub Prevention
Chemical $0.08Labor $13.94Profit $51.920.46 hr
Acelepryn, Humic 12
$65.93
Soil Builder - Wetting Agent
Chemical $0.08Labor $13.90Profit $56.810.46 hr
Soil Wetting Agent, Humic 12
$70.79
April 2026
Paid $230.58Delivered $129.78Profit $100.26
Paid
Premier Lawn - 9 Visit
$70.00Paid
Signature Lawn - 7 Visit
$137.00Paid
Soil Builder - 4 Visit
$23.58Paid
Delivered
Premier Lawn - Spring Green-Up
Chemical $0.77Labor $13.94Profit $52.610.46 hr
24-0-11 Granular, Iron Plus 6%
$67.32
Signature Lawn - Green-Up & Sedge
Chemical $0.91Labor $13.90Profit $47.650.46 hr
24-0-11 Granular, Sedgehammer Plus
$62.46
March 2026
Paid $230.58Delivered $197.52Profit $155.55
Paid
Premier Lawn - 9 Visit
$70.00Paid
Signature Lawn - 7 Visit
$137.00Paid
Soil Builder - 4 Visit
$23.58Paid
Delivered
Premier Lawn - Broadleaf & Feed
Chemical $0.08Labor $13.94Profit $51.920.46 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$65.93
Soil Builder - Liquid Aeration
Chemical $0.08Labor $13.90Profit $56.810.46 hr
Liquid Aeration, Humic 12
$70.79
Signature Lawn - Weed Control & Feed
Chemical $0.08Labor $13.90Profit $46.810.46 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$60.79
February 2026
Paid $207.00
Paid
Premier Lawn - 9 Visit
$70.00Paid
Signature Lawn - 7 Visit
$137.00Paid
Delivered
No work this month.
January 2026
Paid $207.00Delivered $127.64Profit $99.19
Paid
Premier Lawn - 9 Visit
$70.00Paid
Signature Lawn - 7 Visit
$137.00Paid
Delivered
Premier Lawn - Pre-emergent Round 1
Chemical $0.31Labor $13.94Profit $52.150.46 hr
Prodiamine 65 WDG, Atrazine 4L
$66.40
Signature Lawn - Pre-emergent Round 1
Chemical $0.30Labor $13.90Profit $47.040.46 hr
Prodiamine 65 WDG, Atrazine 4L, Spray Pattern Dye
$61.25
December 2025
Paid $207.00
Paid
Premier Lawn - 9 Visit
$70.00Paid
Signature Lawn - 7 Visit
$137.00Paid
Delivered
No work this month.
November 2025
Paid $207.00Delivered $128.11Profit $99.42
Paid
Premier Lawn - 9 Visit
$70.00Paid
Signature Lawn - 7 Visit
$137.00Paid
Delivered
Signature Lawn - Winter Pre-emergent
Chemical $0.30Labor $13.90Profit $47.040.46 hr
Prodiamine 65 WDG, Atrazine 4L
$61.25
Premier Lawn - Winter Pre-emergent
Chemical $0.54Labor $13.94Profit $52.380.46 hr
Prodiamine 65 WDG, Celsius WG
$66.86
Money for this customer
Revenue$1,131.84
Costs$0.00
Left After Costs$1,131.84
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 10/1/26 | Invoice | INV-2026-3628 | Paid | $58.84 |
| 9/1/26 | Invoice | INV-2026-3274 | Paid | $123.02 |
| 8/1/26 | Invoice | INV-2026-2873 | Paid | $133.02 |
| 7/1/26 | Invoice | INV-2026-2436 | Paid | $123.02 |
| 6/1/26 | Invoice | INV-2026-2019 | Paid | $133.02 |
| 5/1/26 | Invoice | INV-2026-1622 | Paid | $123.02 |
| 4/1/26 | Invoice | INV-2026-1230 | Paid | $191.86 |
| 2/1/26 | Invoice | INV-2026-0566 | Paid | $123.02 |
| 12/1/25 | Invoice | INV-2025-0223 | Paid | $123.02 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.