Essential Lawn - 5 Visit
$40.00Paid
12
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
William Granger
Lead source: Google Search · 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.
LeadNov 18
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledFeb 10
DoneOct 19
PaidOct 1
ReviewOct 8
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$388.5875% margin
Customer For339 dayssince Nov 18, 2025
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewClicked linkOct 8, 2026Worth HavingWorth havingMargin 75%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$619.46Paid
$678.74Delivered
$528.62Profit
$1.82Chemical
$148.30Labor
4.94Hours
$59.28Work ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 77.9% margin. Time is the estimate for that size.
October 2026
Paid $73.77Delivered $123.72Profit $96.50
Paid
Soil Builder - 4 Visit
$23.07Paid
Fire Ant & Flea - 2 Visit
$10.71Paid
Delivered
Soil Builder - Fall Potash
Chemical $0.00Labor $13.48Profit $55.620.45 hr
0-0-25 Potash Liquid, Humic 12
$69.10
Essential Lawn - Fall Pre-emergent
Chemical $0.26Labor $13.48Profit $40.880.45 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$54.62
September 2026
Paid $73.77Delivered $64.23Profit $50.68
Paid
Essential Lawn - 5 Visit
$40.00Paid
Soil Builder - 4 Visit
$23.07Paid
Fire Ant & Flea - 2 Visit
$10.71Paid
Delivered
Fire Ant & Flea - Fall Ant Bait
Chemical $0.07Labor $13.48Profit $50.680.45 hr
Fire Ant Bait
$64.23
August 2026
Paid $73.77Delivered $54.10Profit $40.62
Paid
Essential Lawn - 5 Visit
$40.00Paid
Soil Builder - 4 Visit
$23.07Paid
Fire Ant & Flea - 2 Visit
$10.71Paid
Delivered
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $13.48Profit $40.620.45 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$54.10
July 2026
Paid $73.77Delivered $69.23Profit $55.68
Paid
Essential Lawn - 5 Visit
$40.00Paid
Soil Builder - 4 Visit
$23.07Paid
Fire Ant & Flea - 2 Visit
$10.71Paid
Delivered
Soil Builder - Summer Soil Boost
Chemical $0.07Labor $13.48Profit $55.680.45 hr
Liquid Aeration, Soil Wetting Agent
$69.23
June 2026
Paid $73.77Delivered $55.92Profit $41.53
Paid
Essential Lawn - 5 Visit
$40.00Paid
Soil Builder - 4 Visit
$23.07Paid
Fire Ant & Flea - 2 Visit
$10.71Paid
Delivered
Essential Lawn - Summer Feed & Weed
Chemical $0.91Labor $13.48Profit $41.530.45 hr
24-0-11 Granular, Celsius WG
$55.92
May 2026
Paid $73.77Delivered $69.23Profit $55.68
Paid
Essential Lawn - 5 Visit
$40.00Paid
Soil Builder - 4 Visit
$23.07Paid
Fire Ant & Flea - 2 Visit
$10.71Paid
Delivered
Soil Builder - Wetting Agent
Chemical $0.07Labor $13.48Profit $55.680.45 hr
Soil Wetting Agent, Humic 12
$69.23
April 2026
Paid $73.77Delivered $118.46Profit $91.37
Paid
Essential Lawn - 5 Visit
$40.00Paid
Soil Builder - 4 Visit
$23.07Paid
Fire Ant & Flea - 2 Visit
$10.71Paid
Delivered
Essential Lawn - Spring Green-Up
Chemical $0.07Labor $13.48Profit $40.680.45 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$54.23
Fire Ant & Flea - Spring Ant Bait
Chemical $0.07Labor $13.48Profit $50.680.45 hr
Fire Ant Bait
$64.23
March 2026
Paid $63.07Delivered $69.23Profit $55.68
Paid
Essential Lawn - 5 Visit
$40.00Paid
Soil Builder - 4 Visit
$23.07Paid
Delivered
Soil Builder - Liquid Aeration
Chemical $0.07Labor $13.48Profit $55.680.45 hr
Liquid Aeration, Humic 12
$69.23
February 2026
Paid $40.00Delivered $54.62Profit $40.88
Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Essential Lawn - Pre-emergent & Feed
Chemical $0.26Labor $13.48Profit $40.880.45 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$54.62
Money for this customer
Revenue$515.90
Costs$0.00
Left After Costs$515.90
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 10/1/26 | Invoice | INV-2026-3632 | Paid | $60.10 |
| 9/1/26 | Invoice | INV-2026-3278 | Paid | $50.10 |
| 8/1/26 | Invoice | INV-2026-2878 | Paid | $65.10 |
| 7/1/26 | Invoice | INV-2026-2442 | Paid | $50.10 |
| 6/1/26 | Invoice | INV-2026-2026 | Paid | $65.10 |
| 5/1/26 | Invoice | INV-2026-1631 | Paid | $110.20 |
| 4/1/26 | Invoice | INV-2026-1237 | Paid | $65.10 |
| 3/1/26 | Invoice | INV-2026-0901 | Paid | $50.10 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.