Signature Lawn - 7 Visit
$55.00Paid
4
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Jessica Sanders
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.
LeadOct 4
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledNov 10
DoneOct 18
PaidOct 1
ReviewSep 11
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$422.8475% margin
Customer For20 dayssince Oct 4, 2026
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewClicked linkSep 11, 2026Worth HavingWorth havingMargin 75%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$846.28Paid
$658.54Delivered
$497.91Profit
$1.41Chemical
$159.23Labor
5.31Hours
$187.74Paid ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 75.6% margin. Time is the estimate for that size.
October 2026
Paid $75.70Delivered $41.39Profit $30.04
Delivered
Shrub & Bed Care - Fall Oil
Chemical $0.00Labor $11.34Profit $30.040.38 hr
Horticultural Oil
$41.39
September 2026
Paid $75.70Delivered $58.28Profit $45.20
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$20.70Paid
Delivered
Signature Lawn - Fall Feed & Disease Guard
Chemical $0.05Labor $13.02Profit $45.200.43 hr
0-0-25 Potash Liquid, Azoxystrobin 2SC
$58.28
August 2026
Paid $75.70Delivered $100.01Profit $75.44
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$20.70Paid
Delivered
Signature Lawn - Summer Feed
Chemical $0.21Labor $13.02Profit $45.390.43 hr
16-4-8 Liquid Fertilizer, Celsius WG
$58.63
Shrub & Bed Care - Late Summer Feed
Chemical $0.00Labor $11.34Profit $30.040.38 hr
16-4-8 Liquid Fertilizer
$41.39
July 2026
Paid $75.70Delivered $41.39Profit $30.04
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$20.70Paid
Delivered
Shrub & Bed Care - Summer Insect
Chemical $0.00Labor $11.34Profit $30.040.38 hr
Bifenthrin 7.9%
$41.39
June 2026
Paid $75.70Delivered $58.16Profit $45.14
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$20.70Paid
Delivered
Signature Lawn - Insect Shield
Chemical $0.00Labor $13.02Profit $45.140.43 hr
Bifenthrin 7.9%, Iron Plus 6%
$58.16
May 2026
Paid $75.70Delivered $100.95Profit $75.94
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$20.70Paid
Delivered
Signature Lawn - Green-Up & Sedge
Chemical $0.64Labor $13.02Profit $45.900.43 hr
24-0-11 Granular, Sedgehammer Plus
$59.56
Shrub & Bed Care - Disease Guard
Chemical $0.00Labor $11.34Profit $30.040.38 hr
Daconil Weatherstik
$41.39
April 2026
Paid $75.70Delivered $41.45Profit $30.07
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$20.70Paid
Delivered
Shrub & Bed Care - Spring Feed & Insect
Chemical $0.03Labor $11.34Profit $30.070.38 hr
Merit 75 WSP, 16-4-8 Liquid Fertilizer
$41.45
March 2026
Paid $75.70Delivered $58.28Profit $45.20
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$20.70Paid
Delivered
Signature Lawn - Weed Control & Feed
Chemical $0.05Labor $13.02Profit $45.200.43 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$58.28
February 2026
Paid $75.70Delivered $41.39Profit $30.04
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$20.70Paid
Delivered
Shrub & Bed Care - Dormant Oil
Chemical $0.00Labor $11.34Profit $30.040.38 hr
Horticultural Oil
$41.39
January 2026
Paid $55.00Delivered $58.63Profit $45.39
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Pre-emergent Round 1
Chemical $0.21Labor $13.02Profit $45.390.43 hr
Prodiamine 65 WDG, Atrazine 4L, Spray Pattern Dye
$58.63
December 2025
Paid $55.00
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
No work this month.
November 2025
Paid $55.00Delivered $58.63Profit $45.39
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Winter Pre-emergent
Chemical $0.21Labor $13.02Profit $45.390.43 hr
Prodiamine 65 WDG, Atrazine 4L
$58.63
Money for this customer
Revenue$562.24
Costs$0.00
Left After Costs$562.24
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 10/1/26 | Invoice | INV-2026-3643 | Paid | $51.02 |
| 9/1/26 | Invoice | INV-2026-3287 | Paid | $92.04 |
| 8/1/26 | Invoice | INV-2026-2889 | Paid | $41.02 |
| 7/1/26 | Invoice | INV-2026-2453 | Paid | $51.02 |
| 6/1/26 | Invoice | INV-2026-2032 | Paid | $92.04 |
| 5/1/26 | Invoice | INV-2026-1637 | Paid | $41.02 |
| 4/1/26 | Invoice | INV-2026-1246 | Paid | $51.02 |
| 3/1/26 | Invoice | INV-2026-0915 | Paid | $41.02 |
| 2/1/26 | Invoice | INV-2026-0578 | Paid | $51.02 |
| 12/1/25 | Invoice | INV-2025-0237 | Paid | $51.02 |
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.