Shrub & Bed Care - 6 Visit
$103.00Paid
4
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Nicole Baker
Lead source: Referral · 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.
LeadDec 1
ContactedSkipped
Site SurveySkipped
EstimateOct 21
SentOct 23 · 1 views
Won
Scheduled
DoneOct 19
PaidSep 1
Review
Sent · Step 5 of 10 · 2 skipped
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$322.2866% margin
Customer For2.9 yearssince Dec 1, 2023
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewNot askedask from the Reviews tabWorth HavingWorth havingMargin 66%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$1,699.00Paid
$605.54Delivered
$451.70Profit
$2.14Chemical
$151.70Labor
5.06Hours
$1,093.46Paid ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 74.6% margin. Time is the estimate for that size.
October 2026
Paid $143.00Delivered $104.50Profit $78.32
Delivered
Essential Lawn - Fall Pre-emergent
Chemical $0.37Labor $14.51Profit $48.500.48 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$63.38
Shrub & Bed Care - Fall Oil
Chemical $0.00Labor $11.31Profit $29.810.38 hr
Horticultural Oil
$41.12
September 2026
Paid $143.00
Paid
Shrub & Bed Care - 6 Visit
$103.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
No work this month.
August 2026
Paid $143.00Delivered $103.51Profit $77.69
Paid
Shrub & Bed Care - 6 Visit
$103.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $14.51Profit $47.880.48 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$62.39
Shrub & Bed Care - Late Summer Feed
Chemical $0.00Labor $11.31Profit $29.810.38 hr
16-4-8 Liquid Fertilizer
$41.12
July 2026
Paid $143.00Delivered $41.12Profit $29.81
Paid
Shrub & Bed Care - 6 Visit
$103.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Shrub & Bed Care - Summer Insect
Chemical $0.00Labor $11.31Profit $29.810.38 hr
Bifenthrin 7.9%
$41.12
June 2026
Paid $143.00Delivered $65.87Profit $50.06
Paid
Shrub & Bed Care - 6 Visit
$103.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Essential Lawn - Summer Feed & Weed
Chemical $1.29Labor $14.51Profit $50.060.48 hr
24-0-11 Granular, Celsius WG
$65.87
May 2026
Paid $143.00Delivered $41.12Profit $29.81
Paid
Shrub & Bed Care - 6 Visit
$103.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Shrub & Bed Care - Disease Guard
Chemical $0.00Labor $11.31Profit $29.810.38 hr
Daconil Weatherstik
$41.12
April 2026
Paid $143.00Delivered $103.80Profit $77.87
Paid
Shrub & Bed Care - 6 Visit
$103.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Shrub & Bed Care - Spring Feed & Insect
Chemical $0.02Labor $11.31Profit $29.840.38 hr
Merit 75 WSP, 16-4-8 Liquid Fertilizer
$41.17
Essential Lawn - Spring Green-Up
Chemical $0.09Labor $14.51Profit $48.030.48 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$62.64
March 2026
Paid $143.00
Paid
Shrub & Bed Care - 6 Visit
$103.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
No work this month.
February 2026
Paid $143.00Delivered $104.50Profit $78.32
Paid
Shrub & Bed Care - 6 Visit
$103.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Essential Lawn - Pre-emergent & Feed
Chemical $0.37Labor $14.51Profit $48.500.48 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$63.38
Shrub & Bed Care - Dormant Oil
Chemical $0.00Labor $11.31Profit $29.810.38 hr
Horticultural Oil
$41.12
January 2026
Paid $103.00
Paid
Shrub & Bed Care - 6 Visit
$103.00Paid
Delivered
No work this month.
December 2025
Paid $103.00
Paid
Shrub & Bed Care - 6 Visit
$103.00Paid
Delivered
No work this month.
November 2025
Paid $103.00
Paid
Shrub & Bed Care - 6 Visit
$103.00Paid
Delivered
No work this month.
October 2025
Paid $103.00Delivered $41.12Profit $29.81
Paid
Shrub & Bed Care - 6 Visit
$103.00Paid
Delivered
Shrub & Bed Care - Fall Oil
Chemical $0.00Labor $11.31Profit $29.810.38 hr
Horticultural Oil
$41.12
Money for this customer
Revenue$485.28
Costs$0.00
Left After Costs$485.28
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 9/1/26 | Invoice | INV-2026-3288 | Paid | $100.64 |
| 8/1/26 | Invoice | INV-2026-2890 | Paid | $41.36 |
| 7/1/26 | Invoice | INV-2026-2454 | Paid | $59.28 |
| 6/1/26 | Invoice | INV-2026-2033 | Paid | $41.36 |
| 5/1/26 | Invoice | INV-2026-1638 | Paid | $100.64 |
| 3/1/26 | Invoice | INV-2026-0916 | Paid | $100.64 |
| 11/1/25 | Invoice | INV-2025-0040 | Paid | $41.36 |
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.