Signature Lawn - 7 Visit
$55.00Paid
4
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Frank Vincent
Lead source: Yard Sign · 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.
Gate Code
LeadAug 31
ContactedSkipped
Site SurveySkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledOct 26
DoneSep 15
PaidSep 1
ReviewSep 1
Review · Step 10 of 10 · 5 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$502.7372% margin
Customer For2.2 yearssince Aug 31, 2024
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewAskedSep 1, 2026Worth HavingWorth havingMargin 72%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$932.61Paid
$729.01Delivered
$546.83Profit
$2.99Chemical
$179.19Labor
5.97Hours
$203.60Paid ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 75.0% margin. Time is the estimate for that size.
October 2026
Paid $82.26
Delivered
No work this month.
September 2026
Paid $82.26Delivered $64.63Profit $49.59
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$27.26Paid
Delivered
Signature Lawn - Fall Feed & Disease Guard
Chemical $0.10Labor $14.93Profit $49.590.50 hr
0-0-25 Potash Liquid, Azoxystrobin 2SC
$64.63
August 2026
Paid $82.26Delivered $54.42Profit $39.49
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$27.26Paid
Delivered
Shrub & Bed Care - Late Summer Feed
Chemical $0.00Labor $14.93Profit $39.490.50 hr
16-4-8 Liquid Fertilizer
$54.42
July 2026
Paid $82.26Delivered $119.66Profit $89.39
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$27.26Paid
Delivered
Shrub & Bed Care - Summer Insect
Chemical $0.00Labor $14.93Profit $39.490.50 hr
Bifenthrin 7.9%
$54.42
Signature Lawn - Summer Feed
Chemical $0.41Labor $14.93Profit $49.900.50 hr
16-4-8 Liquid Fertilizer, Celsius WG
$65.24
June 2026
Paid $82.26Delivered $64.42Profit $49.49
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$27.26Paid
Delivered
Signature Lawn - Insect Shield
Chemical $0.00Labor $14.93Profit $49.490.50 hr
Bifenthrin 7.9%, Iron Plus 6%
$64.42
May 2026
Paid $82.26Delivered $54.42Profit $39.49
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$27.26Paid
Delivered
Shrub & Bed Care - Disease Guard
Chemical $0.00Labor $14.93Profit $39.490.50 hr
Daconil Weatherstik
$54.42
April 2026
Paid $82.26Delivered $66.89Profit $50.72
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$27.26Paid
Delivered
Signature Lawn - Green-Up & Sedge
Chemical $1.24Labor $14.93Profit $50.720.50 hr
24-0-11 Granular, Sedgehammer Plus
$66.89
March 2026
Paid $82.26Delivered $119.66Profit $89.39
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$27.26Paid
Delivered
Signature Lawn - Weed Control & Feed
Chemical $0.10Labor $14.93Profit $49.590.50 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$64.63
Shrub & Bed Care - Spring Feed & Insect
Chemical $0.31Labor $14.93Profit $39.800.50 hr
Merit 75 WSP, 16-4-8 Liquid Fertilizer
$55.04
February 2026
Paid $82.26
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$27.26Paid
Delivered
No work this month.
January 2026
Paid $82.26Delivered $119.66Profit $89.39
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$27.26Paid
Delivered
Signature Lawn - Pre-emergent Round 1
Chemical $0.41Labor $14.93Profit $49.900.50 hr
Prodiamine 65 WDG, Atrazine 4L, Spray Pattern Dye
$65.24
Shrub & Bed Care - Dormant Oil
Chemical $0.00Labor $14.93Profit $39.490.50 hr
Horticultural Oil
$54.42
December 2025
Paid $55.00
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
No work this month.
November 2025
Paid $55.00Delivered $65.24Profit $49.90
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Winter Pre-emergent
Chemical $0.41Labor $14.93Profit $49.900.50 hr
Prodiamine 65 WDG, Atrazine 4L
$65.24
Money for this customer
Revenue$698.22
Costs$0.00
Left After Costs$698.22
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 9/1/26 | Invoice | INV-2026-3298 | Paid | $58.02 |
| 8/1/26 | Invoice | INV-2026-2902 | Paid | $126.04 |
| 7/1/26 | Invoice | INV-2026-2467 | Paid | $68.02 |
| 6/1/26 | Invoice | INV-2026-2044 | Paid | $58.02 |
| 5/1/26 | Invoice | INV-2026-1648 | Paid | $68.02 |
| 4/1/26 | Invoice | INV-2026-1258 | Paid | $126.04 |
| 2/1/26 | Invoice | INV-2026-0588 | Paid | $126.04 |
| 12/1/25 | Invoice | INV-2025-0248 | Paid | $68.02 |
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.