Large Patch Guard - 3 Visit
$236.33Paid
12
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Emily Johnson
Lead source: Door Hanger · 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.
Dog in Yard
LeadApr 28
ContactedSkipped
EstimateSep 23
SentSep 24 · 4 views
Won
Scheduled
DoneOct 21
PaidOct 1
ReviewSep 29
Sent · Step 4 of 9 · 1 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$1,054.7071% margin
Customer For3.5 yearssince Apr 28, 2023
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewClicked linkSep 29, 2026Worth HavingWorth havingMargin 71%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$2,176.81Paid
$1,740.32Delivered
$1,346.16Profit
$2.80Chemical
$391.36Labor
13.05Hours
$436.49Paid ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 77.4% margin. Time is the estimate for that size.
October 2026
Paid $387.14Delivered $153.35Profit $115.92
Paid
Essential Lawn - 5 Visit
$40.00Paid
Mosquito Shield - Monthly
$89.00Paid
Shrub & Bed Care - 6 Visit
$21.81Paid
Delivered
Mosquito Shield - Mosquito Visit 7
Chemical $0.00Labor $11.88Profit $40.990.40 hr
Mosquito Barrier
$52.86
Essential Lawn - Fall Pre-emergent
Chemical $0.27Labor $13.56Profit $43.070.45 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$56.90
Shrub & Bed Care - Fall Oil
Chemical $0.00Labor $11.73Profit $31.870.39 hr
Horticultural Oil
$43.59
September 2026
Paid $217.30Delivered $258.28Profit $205.49
Paid
Fire Ant & Flea - 2 Visit
$11.50Paid
Essential Lawn - 5 Visit
$40.00Paid
Mosquito Shield - Monthly
$89.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$21.81Paid
Delivered
Fire Ant & Flea - Fall Ant Bait
Chemical $0.08Labor $14.13Profit $54.760.47 hr
Fire Ant Bait
$68.97
Mosquito Shield - Mosquito Visit 6
Chemical $0.00Labor $11.88Profit $40.990.40 hr
Mosquito Barrier
$52.86
Signature Lawn - Fall Feed & Disease Guard
Chemical $0.04Labor $12.53Profit $45.100.42 hr
0-0-25 Potash Liquid, Azoxystrobin 2SC
$57.67
Large Patch Guard - Large Patch 1
Chemical $0.00Labor $14.13Profit $64.650.47 hr
Azoxystrobin 2SC
$78.78
August 2026
Paid $217.30Delivered $152.71Profit $115.55
Paid
Fire Ant & Flea - 2 Visit
$11.50Paid
Essential Lawn - 5 Visit
$40.00Paid
Mosquito Shield - Monthly
$89.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$21.81Paid
Delivered
Mosquito Shield - Mosquito Visit 5
Chemical $0.00Labor $11.88Profit $40.990.40 hr
Mosquito Barrier
$52.86
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $13.56Profit $42.700.45 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$56.26
Shrub & Bed Care - Late Summer Feed
Chemical $0.00Labor $11.73Profit $31.870.39 hr
16-4-8 Liquid Fertilizer
$43.59
July 2026
Paid $217.30Delivered $154.45Profit $118.16
Paid
Fire Ant & Flea - 2 Visit
$11.50Paid
Essential Lawn - 5 Visit
$40.00Paid
Mosquito Shield - Monthly
$89.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$21.81Paid
Delivered
Mosquito Shield - Mosquito Visit 4
Chemical $0.00Labor $11.88Profit $40.990.40 hr
Mosquito Barrier
$52.86
Shrub & Bed Care - Summer Insect
Chemical $0.00Labor $11.73Profit $31.870.39 hr
Bifenthrin 7.9%
$43.59
Signature Lawn - Summer Feed
Chemical $0.16Labor $12.53Profit $45.300.42 hr
16-4-8 Liquid Fertilizer, Celsius WG
$57.99
June 2026
Paid $217.30Delivered $168.93Profit $130.03
Paid
Fire Ant & Flea - 2 Visit
$11.50Paid
Essential Lawn - 5 Visit
$40.00Paid
Mosquito Shield - Monthly
$89.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$21.81Paid
Delivered
Mosquito Shield - Mosquito Visit 3
Chemical $0.00Labor $11.88Profit $40.990.40 hr
Mosquito Barrier
$52.86
Signature Lawn - Insect Shield
Chemical $0.00Labor $12.53Profit $45.030.42 hr
Bifenthrin 7.9%, Iron Plus 6%
$57.56
Essential Lawn - Summer Feed & Weed
Chemical $0.94Labor $13.56Profit $44.010.45 hr
24-0-11 Granular, Celsius WG
$58.51
May 2026
Paid $217.30Delivered $155.31Profit $118.70
Paid
Fire Ant & Flea - 2 Visit
$11.50Paid
Essential Lawn - 5 Visit
$40.00Paid
Mosquito Shield - Monthly
$89.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$21.81Paid
Delivered
Signature Lawn - Green-Up & Sedge
Chemical $0.48Labor $12.53Profit $45.850.42 hr
24-0-11 Granular, Sedgehammer Plus
$58.86
Mosquito Shield - Mosquito Visit 2
Chemical $0.00Labor $11.88Profit $40.990.40 hr
Mosquito Barrier
$52.86
Shrub & Bed Care - Disease Guard
Chemical $0.00Labor $11.73Profit $31.870.39 hr
Daconil Weatherstik
$43.59
April 2026
Paid $217.30Delivered $222.00Profit $170.50
Paid
Fire Ant & Flea - 2 Visit
$11.50Paid
Essential Lawn - 5 Visit
$40.00Paid
Mosquito Shield - Monthly
$89.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$21.81Paid
Delivered
Shrub & Bed Care - Spring Feed & Insect
Chemical $0.06Labor $11.73Profit $31.960.39 hr
Merit 75 WSP, 16-4-8 Liquid Fertilizer
$43.74
Mosquito Shield - Mosquito Visit 1
Chemical $0.00Labor $11.88Profit $40.990.40 hr
Mosquito Barrier
$52.86
Fire Ant & Flea - Spring Ant Bait
Chemical $0.08Labor $14.13Profit $54.760.47 hr
Fire Ant Bait
$68.97
Essential Lawn - Spring Green-Up
Chemical $0.07Labor $13.56Profit $42.790.45 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$56.42
March 2026
Paid $116.81Delivered $57.67Profit $45.10
Paid
Essential Lawn - 5 Visit
$40.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$21.81Paid
Delivered
Signature Lawn - Weed Control & Feed
Chemical $0.04Labor $12.53Profit $45.100.42 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$57.67
February 2026
Paid $116.81Delivered $179.27Profit $139.58
Paid
Essential Lawn - 5 Visit
$40.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$21.81Paid
Delivered
Shrub & Bed Care - Dormant Oil
Chemical $0.00Labor $11.73Profit $31.870.39 hr
Horticultural Oil
$43.59
Essential Lawn - Pre-emergent & Feed
Chemical $0.27Labor $13.56Profit $43.070.45 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$56.90
Large Patch Guard - Large Patch 3
Chemical $0.00Labor $14.13Profit $64.650.47 hr
Azoxystrobin 2SC
$78.78
January 2026
Paid $76.81Delivered $57.99Profit $45.30
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$21.81Paid
Delivered
Signature Lawn - Pre-emergent Round 1
Chemical $0.16Labor $12.53Profit $45.300.42 hr
Prodiamine 65 WDG, Atrazine 4L, Spray Pattern Dye
$57.99
December 2025
Paid $76.81
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$21.81Paid
Delivered
No work this month.
November 2025
Paid $76.81Delivered $57.99Profit $45.30
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$21.81Paid
Delivered
Signature Lawn - Winter Pre-emergent
Chemical $0.16Labor $12.53Profit $45.300.42 hr
Prodiamine 65 WDG, Atrazine 4L
$57.99
October 2025
Paid $21.81Delivered $122.37Profit $96.51
Paid
Shrub & Bed Care - 6 Visit
$21.81Paid
Delivered
Large Patch Guard - Large Patch 2
Chemical $0.00Labor $14.13Profit $64.650.47 hr
Propiconazole 14.3
$78.78
Shrub & Bed Care - Fall Oil
Chemical $0.00Labor $11.73Profit $31.870.39 hr
Horticultural Oil
$43.59
Money for this customer
Revenue$1,481.20
Costs$0.00
Left After Costs$1,481.20
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 10/1/26 | Invoice | INV-2026-3638 | Paid | $246.54 |
| 9/1/26 | Invoice | INV-2026-3285 | Paid | $145.56 |
| 8/1/26 | Invoice | INV-2026-2891 | Paid | $144.78 |
| 7/1/26 | Invoice | INV-2026-2455 | Paid | $155.56 |
| 6/1/26 | Invoice | INV-2026-2038 | Paid | $144.78 |
| 5/1/26 | Invoice | INV-2026-1644 | Paid | $211.44 |
| 4/1/26 | Invoice | INV-2026-1253 | Paid | $50.00 |
| 3/1/26 | Invoice | INV-2026-0910 | Paid | $166.66 |
| 2/1/26 | Invoice | INV-2026-0585 | Paid | $50.00 |
| 12/1/25 | Invoice | INV-2025-0248 | Paid | $50.00 |
| 11/1/25 | Invoice | INV-2025-0045 | Paid | $115.88 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.