Essential Lawn - 5 Visit
$40.00Paid
5
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Richard Vincent
Lead source: Yard Sign · Tax exempt (DEMO-EX-1295)
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.
LeadMar 23
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledOct 26
DoneOct 10
PaidAug 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$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 tabWorth HavingWorth havingMargin 60%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$627.06Paid
$535.52Delivered
$396.21Profit
$1.82Chemical
$137.49Labor
4.58Hours
$91.54Paid ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 74.0% margin. Time is the estimate for that size.
October 2026
Paid $60.54Delivered $57.70Profit $43.41
Delivered
Essential Lawn - Fall Pre-emergent
Chemical $0.31Labor $13.98Profit $43.410.47 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$57.70
September 2026
Paid $60.54
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.54Paid
Delivered
No work this month.
August 2026
Paid $60.54Delivered $98.09Profit $72.84
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.54Paid
Delivered
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $13.98Profit $43.030.47 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$57.01
Shrub & Bed Care - Late Summer Feed
Chemical $0.00Labor $11.27Profit $29.810.38 hr
16-4-8 Liquid Fertilizer
$41.08
July 2026
Paid $60.54Delivered $41.08Profit $29.81
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.54Paid
Delivered
Shrub & Bed Care - Summer Insect
Chemical $0.00Labor $11.27Profit $29.810.38 hr
Bifenthrin 7.9%
$41.08
June 2026
Paid $60.54Delivered $59.41Profit $44.34
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.54Paid
Delivered
Essential Lawn - Summer Feed & Weed
Chemical $1.09Labor $13.98Profit $44.340.47 hr
24-0-11 Granular, Celsius WG
$59.41
May 2026
Paid $60.54Delivered $41.08Profit $29.81
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.54Paid
Delivered
Shrub & Bed Care - Disease Guard
Chemical $0.00Labor $11.27Profit $29.810.38 hr
Daconil Weatherstik
$41.08
April 2026
Paid $60.54Delivered $57.18Profit $43.13
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.54Paid
Delivered
Essential Lawn - Spring Green-Up
Chemical $0.08Labor $13.98Profit $43.130.47 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$57.18
March 2026
Paid $60.54Delivered $41.12Profit $29.84
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.54Paid
Delivered
Shrub & Bed Care - Spring Feed & Insect
Chemical $0.02Labor $11.27Profit $29.840.38 hr
Merit 75 WSP, 16-4-8 Liquid Fertilizer
$41.12
February 2026
Paid $60.54Delivered $98.78Profit $73.22
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.54Paid
Delivered
Shrub & Bed Care - Dormant Oil
Chemical $0.00Labor $11.27Profit $29.810.38 hr
Horticultural Oil
$41.08
Essential Lawn - Pre-emergent & Feed
Chemical $0.31Labor $13.98Profit $43.410.47 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$57.70
January 2026
Paid $20.54
Paid
Shrub & Bed Care - 6 Visit
$20.54Paid
Delivered
No work this month.
December 2025
Paid $20.54
Paid
Shrub & Bed Care - 6 Visit
$20.54Paid
Delivered
No work this month.
November 2025
Paid $20.54
Paid
Shrub & Bed Care - 6 Visit
$20.54Paid
Delivered
No work this month.
October 2025
Paid $20.54Delivered $41.08Profit $29.81
Paid
Shrub & Bed Care - 6 Visit
$20.54Paid
Delivered
Shrub & Bed Care - Fall Oil
Chemical $0.00Labor $11.27Profit $29.810.38 hr
Horticultural Oil
$41.08
Money for this customer
Revenue$411.16
Costs$0.00
Left After Costs$411.16
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 8/1/26 | Invoice | INV-2026-2875 | Paid | $49.52 |
| 7/1/26 | Invoice | INV-2026-2439 | Paid | $54.52 |
| 6/1/26 | Invoice | INV-2026-2021 | Paid | $49.52 |
| 5/1/26 | Invoice | INV-2026-1624 | Paid | $54.52 |
| 4/1/26 | Invoice | INV-2026-1232 | Paid | $49.52 |
| 3/1/26 | Invoice | INV-2026-0906 | Paid | $104.04 |
| 11/1/25 | Invoice | INV-2025-0038 | Paid | $49.52 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.