Premier Lawn - 9 Visit
$70.00Paid
4
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Kevin Barnes
Lead source: Website · 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.
Call Ahead
LeadDec 28
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledOct 26
DoneOct 22
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$701.8676% margin
Customer For2.8 yearssince Dec 28, 2023
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewNot askedask from the Reviews tabWorth HavingWorth havingMargin 76%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$1,902.00Paid
$1,101.59Delivered
$846.16Profit
$2.74Chemical
$252.68Labor
8.42Hours
$800.41Paid ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 76.8% margin. Time is the estimate for that size.
October 2026
Paid $188.00Delivered $95.57Profit $71.04
Paid
Shrub & Bed Care - 6 Visit
$78.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Essential Lawn - Fall Pre-emergent
Chemical $0.20Labor $12.91Profit $40.770.43 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$53.88
Shrub & Bed Care - Fall Oil
Chemical $0.00Labor $11.42Profit $30.270.38 hr
Horticultural Oil
$41.69
September 2026
Paid $188.00Delivered $64.37Profit $51.02
Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$78.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Premier Lawn - Fall Disease Guard
Chemical $0.06Labor $13.29Profit $51.020.44 hr
Azoxystrobin 2SC, 0-0-25 Potash Liquid
$64.37
August 2026
Paid $188.00Delivered $159.47Profit $121.79
Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$78.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $12.91Profit $40.490.43 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$53.40
Shrub & Bed Care - Late Summer Feed
Chemical $0.00Labor $11.42Profit $30.270.38 hr
16-4-8 Liquid Fertilizer
$41.69
Premier Lawn - Late Summer Feed
Chemical $0.06Labor $13.29Profit $51.020.44 hr
16-4-8 Liquid Fertilizer, Soil Wetting Agent
$64.37
July 2026
Paid $188.00Delivered $105.93Profit $81.22
Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$78.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Shrub & Bed Care - Summer Insect
Chemical $0.00Labor $11.42Profit $30.270.38 hr
Bifenthrin 7.9%
$41.69
Premier Lawn - Insect & Iron
Chemical $0.00Labor $13.29Profit $50.950.44 hr
Bifenthrin 7.9%, Iron Plus 6%
$64.24
June 2026
Paid $188.00Delivered $119.45Profit $92.49
Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$78.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Essential Lawn - Summer Feed & Weed
Chemical $0.70Labor $12.91Profit $41.470.43 hr
24-0-11 Granular, Celsius WG
$55.08
Premier Lawn - Summer Feed & Sedge
Chemical $0.06Labor $13.29Profit $51.020.44 hr
16-4-8 Liquid Fertilizer, Dismiss South
$64.37
May 2026
Paid $188.00Delivered $106.07Profit $81.30
Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$78.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Premier Lawn - Grub Prevention
Chemical $0.06Labor $13.29Profit $51.020.44 hr
Acelepryn, Humic 12
$64.37
Shrub & Bed Care - Disease Guard
Chemical $0.00Labor $11.42Profit $30.270.38 hr
Daconil Weatherstik
$41.69
April 2026
Paid $188.00Delivered $119.08Profit $92.23
Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$78.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Premier Lawn - Spring Green-Up
Chemical $0.60Labor $13.29Profit $51.670.44 hr
24-0-11 Granular, Iron Plus 6%
$65.56
Essential Lawn - Spring Green-Up
Chemical $0.05Labor $12.91Profit $40.560.43 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$53.52
March 2026
Paid $188.00Delivered $106.14Profit $81.33
Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$78.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Premier Lawn - Broadleaf & Feed
Chemical $0.06Labor $13.29Profit $51.020.44 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$64.37
Shrub & Bed Care - Spring Feed & Insect
Chemical $0.03Labor $11.42Profit $30.310.38 hr
Merit 75 WSP, 16-4-8 Liquid Fertilizer
$41.77
February 2026
Paid $188.00Delivered $95.57Profit $71.04
Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$78.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Shrub & Bed Care - Dormant Oil
Chemical $0.00Labor $11.42Profit $30.270.38 hr
Horticultural Oil
$41.69
Essential Lawn - Pre-emergent & Feed
Chemical $0.20Labor $12.91Profit $40.770.43 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$53.88
January 2026
Paid $70.00Delivered $64.77Profit $51.24
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Pre-emergent Round 1
Chemical $0.24Labor $13.29Profit $51.240.44 hr
Prodiamine 65 WDG, Atrazine 4L
$64.77
December 2025
Paid $70.00
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
No work this month.
November 2025
Paid $70.00Delivered $65.16Profit $51.45
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Winter Pre-emergent
Chemical $0.42Labor $13.29Profit $51.450.44 hr
Prodiamine 65 WDG, Celsius WG
$65.16
Money for this customer
Revenue$922.60
Costs$0.00
Left After Costs$922.60
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 10/1/26 | Invoice | INV-2026-3636 | Paid | $58.40 |
| 9/1/26 | Invoice | INV-2026-3283 | Paid | $146.80 |
| 8/1/26 | Invoice | INV-2026-2882 | Paid | $101.80 |
| 7/1/26 | Invoice | INV-2026-2446 | Paid | $103.40 |
| 6/1/26 | Invoice | INV-2026-2027 | Paid | $101.80 |
| 5/1/26 | Invoice | INV-2026-1631 | Paid | $103.40 |
| 4/1/26 | Invoice | INV-2026-1239 | Paid | $101.80 |
| 3/1/26 | Invoice | INV-2026-0911 | Paid | $88.40 |
| 2/1/26 | Invoice | INV-2026-0573 | Paid | $58.40 |
| 12/1/25 | Invoice | INV-2025-0231 | Paid | $58.40 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.
Notes, voice notes and sketches attached here show on this row.