Eric Long

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

(225)555-0137 eric.long86@example.com 6536 Pecue Lane, Baton Rouge LA 70817
Lead source: Referral · 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
Gate CodeDog in Yard
LeadJul 25
ScheduledOct 26
DoneOct 14
PaidOct 1
ReviewAug 19
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
  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$2,448.9979% margin
Customer For3.3 yearssince Jul 25, 2023
Pay SpeedNo data yetaverage days to pay
Callbacks2re-dos logged
ReviewClicked linkAug 19, 2026
Worth HavingKeep an eye on2 callbacks, margin 79%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
Log Call
$3,446.03Paid
$3,116.39Delivered
$2,479.28Profit
$7.82Chemical
$629.30Labor
20.98Hours
$329.64Paid 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, 79.6% margin. Time is the estimate for that size.

October 2026

Paid $507.30Delivered $225.51Profit $172.94

Paid

Delivered

Mosquito Shield - Mosquito Visit 7
Chemical $0.00Labor $11.23Profit $38.610.37 hr
Mosquito Barrier
$49.84
Premier Lawn - Fall Disease Guard
Chemical $0.08Labor $13.90Profit $52.890.46 hr
Azoxystrobin 2SC, 0-0-25 Potash Liquid
$66.87
Essential Lawn - Fall Pre-emergent
Chemical $0.32Labor $14.09Profit $42.570.47 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$56.99
Essential Lawn - Fall Pre-emergent
Chemical $0.18Labor $12.76Profit $38.870.43 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$51.81

September 2026

Paid $727.19Delivered $212.32Profit $168.74

Paid

Delivered

Fire Ant & Flea - Fall Ant Bait
Chemical $0.10Labor $14.74Profit $55.470.49 hr
Fire Ant Bait
$70.31
Signature Lawn - Fall Feed & Disease Guard
Chemical $0.10Labor $14.74Profit $50.470.49 hr
0-0-25 Potash Liquid, Azoxystrobin 2SC
$65.31
Large Patch Guard - Large Patch 1
Chemical $0.00Labor $13.90Profit $62.800.46 hr
Azoxystrobin 2SC
$76.70

August 2026

Paid $277.19Delivered $481.61Profit $393.23

Paid

Delivered

Essential Lawn - Late Summer Feed
Chemical $0.00Labor $14.09Profit $42.250.47 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$56.34
Pond Clear - Late Summer Pond Treatment
Chemical $0.00Labor $11.00Profit $139.000.37 hr
Diquat Aquatic
$150.00
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $12.76Profit $38.680.43 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$51.44
Premier Lawn - Late Summer Feed
Chemical $0.08Labor $13.90Profit $52.890.46 hr
16-4-8 Liquid Fertilizer, Soil Wetting Agent
$66.87
Mosquito Shield - Mosquito Visit 6
Chemical $0.00Labor $11.23Profit $38.610.37 hr
Mosquito Barrier
$49.84
Fire Ant & Flea - Fall Ant Bait
Chemical $0.08Labor $14.09Profit $52.330.47 hr
Fire Ant Bait
$66.50
Shrub & Bed Care - Late Summer Feed
Chemical $0.00Labor $11.15Profit $29.460.37 hr
16-4-8 Liquid Fertilizer
$40.62

July 2026

Paid $277.19Delivered $272.95Profit $210.31

Paid

Delivered

Mosquito Shield - Mosquito Visit 4
Chemical $0.00Labor $11.23Profit $38.610.37 hr
Mosquito Barrier
$49.84
Shrub & Bed Care - Summer Insect
Chemical $0.00Labor $11.15Profit $29.460.37 hr
Bifenthrin 7.9%
$40.62
Premier Lawn - Insect & Iron
Chemical $0.00Labor $13.90Profit $52.800.46 hr
Bifenthrin 7.9%, Iron Plus 6%
$66.70
Signature Lawn - Summer Feed
Chemical $0.39Labor $14.74Profit $50.820.49 hr
16-4-8 Liquid Fertilizer, Celsius WG
$65.95
Mosquito Shield - Mosquito Visit 5
Chemical $0.00Labor $11.23Profit $38.610.37 hr
Mosquito Barrier
$49.84

June 2026

Paid $277.19Delivered $393.30Profit $324.95

Paid

Delivered

Pond Clear - Summer Pond Treatment
Chemical $0.00Labor $11.00Profit $139.000.37 hr
Diquat Aquatic
$150.00
Signature Lawn - Insect Shield
Chemical $0.00Labor $14.74Profit $50.350.49 hr
Bifenthrin 7.9%, Iron Plus 6%
$65.09
Premier Lawn - Summer Feed & Sedge
Chemical $0.08Labor $13.90Profit $52.890.46 hr
16-4-8 Liquid Fertilizer, Dismiss South
$66.87
Essential Lawn - Summer Feed & Weed
Chemical $0.64Labor $12.76Profit $39.330.43 hr
24-0-11 Granular, Celsius WG
$52.73
Essential Lawn - Summer Feed & Weed
Chemical $1.13Labor $14.09Profit $43.380.47 hr
24-0-11 Granular, Celsius WG
$58.61

May 2026

Paid $277.19Delivered $274.85Profit $211.34

Paid

Delivered

Mosquito Shield - Mosquito Visit 2
Chemical $0.00Labor $11.23Profit $38.610.37 hr
Mosquito Barrier
$49.84
Signature Lawn - Green-Up & Sedge
Chemical $1.18Labor $14.74Profit $51.760.49 hr
24-0-11 Granular, Sedgehammer Plus
$67.68
Premier Lawn - Grub Prevention
Chemical $0.08Labor $13.90Profit $52.890.46 hr
Acelepryn, Humic 12
$66.87
Shrub & Bed Care - Disease Guard
Chemical $0.00Labor $11.15Profit $29.460.37 hr
Daconil Weatherstik
$40.62
Mosquito Shield - Mosquito Visit 3
Chemical $0.00Labor $11.23Profit $38.610.37 hr
Mosquito Barrier
$49.84

April 2026

Paid $277.19Delivered $485.33Profit $395.94

Paid

Delivered

Pond Clear - Spring Pond Treatment
Chemical $0.00Labor $11.00Profit $139.000.37 hr
Diquat Aquatic
$150.00
Mosquito Shield - Mosquito Visit 1
Chemical $0.00Labor $11.23Profit $38.610.37 hr
Mosquito Barrier
$49.84
Shrub & Bed Care - Spring Feed & Insect
Chemical $0.01Labor $11.15Profit $29.480.37 hr
Merit 75 WSP, 16-4-8 Liquid Fertilizer
$40.64
Essential Lawn - Spring Green-Up
Chemical $0.08Labor $14.09Profit $42.330.47 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$56.50
Fire Ant & Flea - Spring Ant Bait
Chemical $0.08Labor $14.09Profit $52.330.47 hr
Fire Ant Bait
$66.50
Essential Lawn - Spring Green-Up
Chemical $0.05Labor $12.76Profit $38.730.43 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$51.53
Fire Ant & Flea - Spring Ant Bait
Chemical $0.10Labor $14.74Profit $55.470.49 hr
Fire Ant Bait
$70.31

March 2026

Paid $225.31Delivered $210.39Profit $166.98

Paid

Delivered

Large Patch Guard - Large Patch 3
Chemical $0.00Labor $13.90Profit $62.800.46 hr
Azoxystrobin 2SC
$76.70
Signature Lawn - Weed Control & Feed
Chemical $0.10Labor $14.74Profit $50.470.49 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$65.31
Premier Lawn - Spring Green-Up
Chemical $0.76Labor $13.90Profit $53.710.46 hr
24-0-11 Granular, Iron Plus 6%
$68.38

February 2026

Paid $225.31Delivered $216.28Profit $163.80

Paid

Delivered

Essential Lawn - Pre-emergent & Feed
Chemical $0.32Labor $14.09Profit $42.570.47 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$56.99
Shrub & Bed Care - Dormant Oil
Chemical $0.00Labor $11.15Profit $29.460.37 hr
Horticultural Oil
$40.62
Essential Lawn - Pre-emergent & Feed
Chemical $0.18Labor $12.76Profit $38.870.43 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$51.81
Premier Lawn - Broadleaf & Feed
Chemical $0.08Labor $13.90Profit $52.890.46 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$66.87

January 2026

Paid $125.00Delivered $133.33Profit $103.99

Paid

Delivered

Signature Lawn - Pre-emergent Round 1
Chemical $0.39Labor $14.74Profit $50.820.49 hr
Prodiamine 65 WDG, Atrazine 4L, Spray Pattern Dye
$65.95
Premier Lawn - Pre-emergent Round 1
Chemical $0.30Labor $13.90Profit $53.170.46 hr
Prodiamine 65 WDG, Atrazine 4L
$67.37

December 2025

Paid $125.00

Paid

Delivered

No work this month.

November 2025

Paid $125.00Delivered $133.83Profit $104.26

Paid

Delivered

Signature Lawn - Winter Pre-emergent
Chemical $0.39Labor $14.74Profit $50.820.49 hr
Prodiamine 65 WDG, Atrazine 4L
$65.95
Premier Lawn - Winter Pre-emergent
Chemical $0.53Labor $13.90Profit $53.440.46 hr
Prodiamine 65 WDG, Celsius WG
$67.87

October 2025

Delivered $76.70Profit $62.80

Paid

No invoice this month.

Delivered

Large Patch Guard - Large Patch 2
Chemical $0.00Labor $13.90Profit $62.800.46 hr
Propiconazole 14.3
$76.70

Money for this customer

Revenue$3,090.80
Costs$0.00
Left After Costs$3,090.80
DateWhatRecordStatusAmount
10/1/26InvoiceINV-2026-3646Paid$211.48
9/1/26InvoiceINV-2026-3292Paid$538.98
8/1/26InvoiceINV-2026-2895Paid$305.56
7/1/26InvoiceINV-2026-2459Paid$423.90
6/1/26InvoiceINV-2026-2038Paid$305.56
5/1/26InvoiceINV-2026-1642Paid$546.46
4/1/26InvoiceINV-2026-1251Paid$204.00
3/1/26InvoiceINV-2026-0919Paid$220.70
2/1/26InvoiceINV-2026-0583Paid$130.16
12/1/25InvoiceINV-2025-0242Paid$130.16
11/1/25InvoiceINV-2025-0042Paid$73.84

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

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