Richard Vincent

(337)555-0120 richard.vincent29@example.com 3330 Caroljack Drive, Baton Rouge LA 70816

Lead source: Yard Sign · Tax exempt (DEMO-EX-1295)

Call Text Email Directions Invoices Contract Offer Add-on Payment Methods

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.

Help Article

LeadMar 23

ContactedSkipped

Site SurveySkipped

EstimateSkipped

SentSkipped

WonSkipped

ScheduledOct 26

DoneOct 10

PaidAug 1

Review

Paid · Step 9 of 10 · 5 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.

Help Article

Lifetime ValueNo data yetfills in with the first payment Balance$0.00all paid

Profit, 12 Months$248.3560% margin

Customer For3.6 yearssince Mar 23, 2023

Pay SpeedNo data yetaverage days to pay

Callbacks0re-dos logged

ReviewNot askedask from the Reviews tab

Worth HavingWorth havingMargin 60%

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 Liquid1.02 Quarts
16-4-8 Liquid Fertilizer0.73 Gallons
24-0-11 Granular30.26 Pounds
Atrazine 4L5.56 Ounces
Celsius WG0.65 Ounces
Iron Plus 6%1.52 Pints
Nonionic Surfactant4.02 Ounces
Prodiamine 65 WDG2.78 Ounces
SpeedZone Southern EW8.32 Ounces

Landscape

16-4-8 Liquid Fertilizer1.01 Quarts
Bifenthrin 7.9%1.1 Ounces
Daconil Weatherstik4.91 Ounces
Horticultural Oil4.87 Ounces
Merit 75 WSP0.23 Ounces

10/10/26 Essential Lawn - Fall Pre-emergentRichard Vincent - Home · Prodiamine 65 WDG, 0-0-25 Potash Liquid82 °F · Wind 12 mph NW · Humidity 68% · Soil Wet

Applied on TurfOpen water NoSensitive area No

08:33:00 to 08:51:00 · 18 min · Darius Comeaux

Product	Where	Used	Rate	How
Prodiamine 65 WDG EPA 100-834-DEMO Prodiamine 65%	Turf	1.45 Ounces	0.18 Fluid Ounce / 1,000 Square Ft.	Hose Reel
0-0-25 Potash Liquid K 25%	Turf	1.02 Quarts	4 Fluid Ounce / 1,000 Square Ft.	Hose Reel

8/20/26 Shrub & Bed Care - Late Summer FeedRichard Vincent - Home · 16-4-8 Liquid Fertilizer89 °F · Wind 2 mph N · Humidity 80% · Soil Moist · Rain Yes

Applied on LandscapeOpen water NoSensitive area No

08:12:00 to 08:32:00 · 20 min · Darius Comeaux

Product	Where	Used	Rate	How
16-4-8 Liquid Fertilizer N 16%P 4%K 8%	Landscape	15.02 Ounces	6 Fluid Ounce / 1,000 Square Ft.	Hose Reel

8/19/26 Essential Lawn - Late Summer FeedRichard Vincent - Home · 16-4-8 Liquid Fertilizer, Iron Plus 6%90 °F · Wind 11 mph NW · Humidity 51% · Soil Wet

Applied on TurfOpen water NoSensitive area No

07:56:00 to 08:14:00 · 18 min · Darius Comeaux

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	1.52 Pints	3 Fluid Ounce / 1,000 Square Ft.	Hose Reel

7/2/26 Shrub & Bed Care - Summer InsectRichard Vincent - Home · Bifenthrin 7.9%97 °F · Wind 6 mph W · Humidity 81% · Soil Wet

Applied on LandscapeOpen water NoSensitive area No

09:10:00 to 09:30:00 · 20 min · Darius Comeaux

Product	Where	Used	Rate	How
Bifenthrin 7.9% EPA 53883-189-DEMO Bifenthrin 7.9%	Landscape	1.1 Ounces	0.5 Fluid Ounce / 1,000 Square Ft.	Hose Reel

6/13/26 Essential Lawn - Summer Feed & WeedRichard Vincent - Home · 24-0-11 Granular, Celsius WG86 °F · Wind 5 mph NE · Humidity 50% · Soil Dry

Applied on TurfOpen water NoSensitive area No

10:33:00 to 10:51:00 · 18 min · Darius Comeaux

Product	Where	Used	Rate	How
24-0-11 Granular N 24%K 11%	Turf	30.26 Pounds	4 Pound / 1,000 Square Ft.	Hose Reel
Celsius WG EPA 432-1507-DEMO ThiencarbazoneIodosulfuronDicamba	Turf	0.65 Ounces	0.09 Fluid Ounce / 1,000 Square Ft.	Hose Reel

5/21/26 Shrub & Bed Care - Disease GuardRichard Vincent - Home · Daconil Weatherstik81 °F · Wind 10 mph NW · Humidity 54% · Soil Moist

Applied on LandscapeOpen water NoSensitive area No

08:46:00 to 09:09:00 · 23 min · Darius Comeaux

Product	Where	Used	Rate	How
Daconil Weatherstik EPA 100-1508-DEMO Chlorothalonil 54%	Landscape	4.91 Ounces	2 Fluid Ounce / 1,000 Square Ft.	Hose Reel

4/12/26 Essential Lawn - Spring Green-UpRichard Vincent - Home · 16-4-8 Liquid Fertilizer, SpeedZone Southern EW73 °F · Wind 12 mph N · Humidity 84% · Soil Wet · Rain Yes

Applied on TurfOpen water NoSensitive area No

07:55:00 to 08:18:00 · 23 min · Mia Boudreaux

Product	Where	Used	Rate	How
16-4-8 Liquid Fertilizer N 16%P 4%K 8%	Turf	1.57 Quarts	6 Fluid Ounce / 1,000 Square Ft.	Hose Reel
SpeedZone Southern EW EPA 2217-1053-DEMO 24-DMecopropDicambaCarfentrazone	Turf	8.32 Ounces	1.1 Fluid Ounce / 1,000 Square Ft.	Hose Reel

3/28/26 Shrub & Bed Care - Spring Feed & InsectRichard Vincent - Home · Merit 75 WSP, 16-4-8 Liquid Fertilizer71 °F · Wind 10 mph E · Humidity 79% · Soil Wet

Applied on LandscapeOpen water NoSensitive area No

09:21:00 to 09:44:00 · 23 min · Darius Comeaux

Product	Where	Used	Rate	How
Merit 75 WSP EPA 432-1312-DEMO Imidacloprid 75%	Landscape	0.23 Ounces	0.09 Fluid Ounce / 1,000 Square Ft.	Hose Reel
16-4-8 Liquid Fertilizer N 16%P 4%K 8%	Landscape	1.09 Pints	6 Fluid Ounce / 1,000 Square Ft.	Hose Reel

2/6/26 Essential Lawn - Pre-emergent & FeedRichard Vincent - Home · Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant67 °F · Wind 12 mph W · Humidity 83% · Soil Dry

Applied on TurfOpen water NoSensitive area No

08:04:00 to 08:23:00 · 19 min · Darius Comeaux

Product	Where	Used	Rate	How
Prodiamine 65 WDG EPA 100-834-DEMO Prodiamine 65%	Turf	1.33 Ounces	0.18 Fluid Ounce / 1,000 Square Ft.	Hose Reel
Atrazine 4L EPA 100-497-DEMO Atrazine 42.6%	Turf	5.56 Ounces	0.75 Fluid Ounce / 1,000 Square Ft.	Hose Reel
Nonionic Surfactant Alkylphenol ethoxylate	Turf	4.02 Ounces	0.5 Fluid Ounce / 1,000 Square Ft.	Hose Reel

2/5/26 Shrub & Bed Care - Dormant OilRichard Vincent - Home · Horticultural Oil70 °F · Wind 9 mph E · Humidity 77% · Soil Dry · Rain Yes

Applied on LandscapeOpen water NoSensitive area No

08:09:00 to 08:30:00 · 21 min · Darius Comeaux

Product	Where	Used	Rate	How
Horticultural Oil EPA 48813-1-DEMO Mineral oil 98%	Landscape	4.87 Ounces	2 Fluid Ounce / 1,000 Square Ft.	Hose Reel

10/24/25 Shrub & Bed Care - Fall OilRichard Vincent - Home · Horticultural Oil78 °F · Wind 10 mph N · Humidity 71% · Soil Dry

Applied on LandscapeOpen water NoSensitive area No

07:58:00 to 08:16:00 · 18 min · Darius Comeaux

Product	Where	Used	Rate	How
Horticultural Oil EPA 48813-1-DEMO Mineral oil 98%	Landscape	4.77 Ounces	2 Fluid Ounce / 1,000 Square Ft.	Hose Reel

Notes

Notes, voice notes and sketches attached here show on this row.