Debra Duhon

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Debra Duhon
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
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Debra Duhon

(225)555-0135 debra.duhon71@example.com 9255 Corsica Avenue, Baton Rouge LA
Lead source: Google Search · Tax: Demo Parish 9.75%
CallTextEmailDirections Invoices Contract Offer Add-on Payment Methods
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
  1. Tap a pill or button to reach the customer.
  2. Read the stage line.
  3. Tap the Next step.
Help Article
Irrigation
LeadJul 22
ScheduledOct 25
DoneOct 7
PaidSep 1
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
  1. Read the line.
  2. Tap the Next step.
  3. Use Log Call after a phone call.
  4. Open Stage History to see every move.
Help Article
Lifetime ValueNo data yetfills in with the first paymentBalance$0.00all paid
Profit, 12 Months$670.4174% margin
Customer For2.3 yearssince Jul 22, 2024
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewNot askedask from the Reviews tab
Worth HavingWorth havingMargin 74%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
Log Call
$1,108.07Paid
$883.88Delivered
$680.80Profit
$2.57Chemical
$200.51Labor
6.68Hours
$224.19Paid ahead
Paid
Delivered

Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 77.0% margin. Time is the estimate for that size.

October 2026

Paid $90.62Delivered $70.31Profit $55.47

Paid

Delivered

Premier Lawn - Fall Disease Guard
Chemical $0.10Labor $14.74Profit $55.470.49 hr
Azoxystrobin 2SC, 0-0-25 Potash Liquid
$70.31

September 2026

Paid $90.62

Paid

Delivered

No work this month.

August 2026

Paid $90.62Delivered $111.54Profit $85.39

Paid

Delivered

Shrub & Bed Care - Late Summer Feed
Chemical $0.00Labor $11.31Profit $29.930.38 hr
16-4-8 Liquid Fertilizer
$41.23
Premier Lawn - Late Summer Feed
Chemical $0.10Labor $14.74Profit $55.470.49 hr
16-4-8 Liquid Fertilizer, Soil Wetting Agent
$70.31

July 2026

Paid $90.62Delivered $111.32Profit $85.28

Paid

Delivered

Shrub & Bed Care - Summer Insect
Chemical $0.00Labor $11.31Profit $29.930.38 hr
Bifenthrin 7.9%
$41.23
Premier Lawn - Insect & Iron
Chemical $0.00Labor $14.74Profit $55.350.49 hr
Bifenthrin 7.9%, Iron Plus 6%
$70.09

June 2026

Paid $90.62Delivered $70.31Profit $55.47

Paid

Delivered

Premier Lawn - Summer Feed & Sedge
Chemical $0.10Labor $14.74Profit $55.470.49 hr
16-4-8 Liquid Fertilizer, Dismiss South
$70.31

May 2026

Paid $90.62Delivered $111.54Profit $85.39

Paid

Delivered

Premier Lawn - Grub Prevention
Chemical $0.10Labor $14.74Profit $55.470.49 hr
Acelepryn, Humic 12
$70.31
Shrub & Bed Care - Disease Guard
Chemical $0.00Labor $11.31Profit $29.930.38 hr
Daconil Weatherstik
$41.23

April 2026

Paid $90.62Delivered $41.28Profit $29.96

Paid

Delivered

Shrub & Bed Care - Spring Feed & Insect
Chemical $0.02Labor $11.31Profit $29.960.38 hr
Merit 75 WSP, 16-4-8 Liquid Fertilizer
$41.28

March 2026

Paid $90.62Delivered $72.25Profit $56.53

Paid

Delivered

Premier Lawn - Spring Green-Up
Chemical $0.98Labor $14.74Profit $56.530.49 hr
24-0-11 Granular, Iron Plus 6%
$72.25

February 2026

Paid $90.62Delivered $70.31Profit $55.47

Paid

Delivered

Premier Lawn - Broadleaf & Feed
Chemical $0.10Labor $14.74Profit $55.470.49 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$70.31

January 2026

Paid $90.62Delivered $112.19Profit $85.75

Paid

Delivered

Premier Lawn - Pre-emergent Round 1
Chemical $0.39Labor $14.74Profit $55.820.49 hr
Prodiamine 65 WDG, Atrazine 4L
$70.95
Shrub & Bed Care - Dormant Oil
Chemical $0.00Labor $11.31Profit $29.930.38 hr
Horticultural Oil
$41.23

December 2025

Paid $90.62

Paid

Delivered

No work this month.

November 2025

Paid $90.62Delivered $71.60Profit $56.17

Paid

Delivered

Premier Lawn - Winter Pre-emergent
Chemical $0.69Labor $14.74Profit $56.170.49 hr
Prodiamine 65 WDG, Celsius WG
$71.60

October 2025

Paid $20.62Delivered $41.23Profit $29.93

Paid

Delivered

Shrub & Bed Care - Fall Oil
Chemical $0.00Labor $11.31Profit $29.930.38 hr
Horticultural Oil
$41.23

Money for this customer

Revenue$908.48
Costs$0.00
Left After Costs$908.48
DateWhatRecordStatusAmount
9/1/26InvoiceINV-2026-3290Paid$127.64
8/1/26InvoiceINV-2026-2893Paid$127.64
7/1/26InvoiceINV-2026-2457Paid$71.32
6/1/26InvoiceINV-2026-2036Paid$127.64
5/1/26InvoiceINV-2026-1640Paid$56.32
4/1/26InvoiceINV-2026-1249Paid$71.32
3/1/26InvoiceINV-2026-0917Paid$71.32
2/1/26InvoiceINV-2026-0581Paid$127.64
12/1/25InvoiceINV-2025-0240Paid$71.32
11/1/25InvoiceINV-2025-0041Paid$56.32

Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.

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