Large Patch Guard - 3 Visit
$227.34Due
12
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Kim Green
Lead source: Referral · Tax exempt (DEMO-EX-1324)
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.
VIPShady Lawn
LeadMar 27
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledOct 26
DoneOct 7
PaidOct 1
ReviewAug 25
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
- 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$1,607.0177% margin
Customer For3.6 yearssince Mar 27, 2023
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewClicked linkAug 25, 2026Worth HavingWorth havingMargin 77%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$3,105.05Paid
$2,372.47Delivered
$1,860.92Profit
$7.11Chemical
$504.44Labor
16.81Hours
$732.58Paid ahead
$227.34Due on a coming 1st
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 78.4% margin. Time is the estimate for that size.
November 2026
Paid
Delivered
No work this month.
October 2026
Paid $282.63Delivered $285.61Profit $228.45
Paid
Signature Lawn - 7 Visit
$55.00Paid
Soil Builder - 4 Visit
$23.63Paid
Premier Lawn - 9 Visit
$70.00Paid
Bed & Gravel Weed Control
$64.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Fall Disease Guard
Chemical $0.10Labor $14.70Profit $55.350.49 hr
Azoxystrobin 2SC, 0-0-25 Potash Liquid
$70.15
Premier Lawn - Fall Disease Guard
Chemical $0.09Labor $14.40Profit $54.410.48 hr
Azoxystrobin 2SC, 0-0-25 Potash Liquid
$68.90
Large Patch Guard - Large Patch 1
Chemical $0.00Labor $13.94Profit $61.840.46 hr
Azoxystrobin 2SC
$75.78
Soil Builder - Fall Potash
Chemical $0.00Labor $13.94Profit $56.840.46 hr
0-0-25 Potash Liquid, Humic 12
$70.78
September 2026
Paid $282.63Delivered $104.37Profit $78.49
Paid
Signature Lawn - 7 Visit
$55.00Paid
Soil Builder - 4 Visit
$23.63Paid
Premier Lawn - 9 Visit
$70.00Paid
Bed & Gravel Weed Control
$64.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Bed & Gravel Weed Control - Fall Barrier
Chemical $0.02Labor $11.84Profit $31.570.39 hr
Indaziflam Surface, Glyphosate 41%
$43.44
Signature Lawn - Fall Feed & Disease Guard
Chemical $0.08Labor $13.94Profit $46.920.46 hr
0-0-25 Potash Liquid, Azoxystrobin 2SC
$60.93
August 2026
Paid $282.63Delivered $139.05Profit $109.77
Paid
Signature Lawn - 7 Visit
$55.00Paid
Soil Builder - 4 Visit
$23.63Paid
Premier Lawn - 9 Visit
$70.00Paid
Bed & Gravel Weed Control
$64.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Late Summer Feed
Chemical $0.10Labor $14.70Profit $55.350.49 hr
16-4-8 Liquid Fertilizer, Soil Wetting Agent
$70.15
Premier Lawn - Late Summer Feed
Chemical $0.09Labor $14.40Profit $54.410.48 hr
16-4-8 Liquid Fertilizer, Soil Wetting Agent
$68.90
July 2026
Paid $282.63Delivered $314.36Profit $245.16
Paid
Signature Lawn - 7 Visit
$55.00Paid
Soil Builder - 4 Visit
$23.63Paid
Premier Lawn - 9 Visit
$70.00Paid
Bed & Gravel Weed Control
$64.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Bed & Gravel Weed Control - Spot Spray 2
Chemical $0.00Labor $11.84Profit $31.550.39 hr
Glyphosate 41%
$43.39
Premier Lawn - Insect & Iron
Chemical $0.00Labor $14.40Profit $54.310.48 hr
Bifenthrin 7.9%, Iron Plus 6%
$68.71
Premier Lawn - Insect & Iron
Chemical $0.00Labor $14.70Profit $55.230.49 hr
Bifenthrin 7.9%, Iron Plus 6%
$69.94
Signature Lawn - Summer Feed
Chemical $0.31Labor $13.94Profit $47.150.46 hr
16-4-8 Liquid Fertilizer, Celsius WG
$61.40
Soil Builder - Summer Soil Boost
Chemical $0.08Labor $13.94Profit $56.920.46 hr
Liquid Aeration, Soil Wetting Agent
$70.93
June 2026
Paid $282.63Delivered $270.77Profit $213.52
Paid
Signature Lawn - 7 Visit
$55.00Paid
Soil Builder - 4 Visit
$23.63Paid
Premier Lawn - 9 Visit
$70.00Paid
Bed & Gravel Weed Control
$64.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Soil Builder - Wetting Agent
Chemical $0.08Labor $13.94Profit $56.920.46 hr
Soil Wetting Agent, Humic 12
$70.93
Signature Lawn - Insect Shield
Chemical $0.00Labor $13.94Profit $46.840.46 hr
Bifenthrin 7.9%, Iron Plus 6%
$60.78
Premier Lawn - Summer Feed & Sedge
Chemical $0.09Labor $14.40Profit $54.410.48 hr
16-4-8 Liquid Fertilizer, Dismiss South
$68.90
Premier Lawn - Summer Feed & Sedge
Chemical $0.10Labor $14.70Profit $55.350.49 hr
16-4-8 Liquid Fertilizer, Dismiss South
$70.15
May 2026
Paid $282.63Delivered $245.07Profit $189.08
Paid
Signature Lawn - 7 Visit
$55.00Paid
Soil Builder - 4 Visit
$23.63Paid
Premier Lawn - 9 Visit
$70.00Paid
Bed & Gravel Weed Control
$64.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Signature Lawn - Green-Up & Sedge
Chemical $0.92Labor $13.94Profit $47.760.46 hr
24-0-11 Granular, Sedgehammer Plus
$62.63
Bed & Gravel Weed Control - Spot Spray 1
Chemical $0.00Labor $11.84Profit $31.550.39 hr
Glyphosate 41%
$43.39
Premier Lawn - Grub Prevention
Chemical $0.09Labor $14.40Profit $54.410.48 hr
Acelepryn, Humic 12
$68.90
Premier Lawn - Grub Prevention
Chemical $0.10Labor $14.70Profit $55.350.49 hr
Acelepryn, Humic 12
$70.15
April 2026
Paid $282.63Delivered $72.07Profit $56.40
Paid
Signature Lawn - 7 Visit
$55.00Paid
Soil Builder - 4 Visit
$23.63Paid
Premier Lawn - 9 Visit
$70.00Paid
Bed & Gravel Weed Control
$64.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Spring Green-Up
Chemical $0.97Labor $14.70Profit $56.400.49 hr
24-0-11 Granular, Iron Plus 6%
$72.07
March 2026
Paid $282.63Delivered $348.46Profit $276.40
Paid
Signature Lawn - 7 Visit
$55.00Paid
Soil Builder - 4 Visit
$23.63Paid
Premier Lawn - 9 Visit
$70.00Paid
Bed & Gravel Weed Control
$64.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Broadleaf & Feed
Chemical $0.10Labor $14.70Profit $55.350.49 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$70.15
Large Patch Guard - Large Patch 3
Chemical $0.00Labor $13.94Profit $61.840.46 hr
Azoxystrobin 2SC
$75.78
Soil Builder - Liquid Aeration
Chemical $0.08Labor $13.94Profit $56.920.46 hr
Liquid Aeration, Humic 12
$70.93
Signature Lawn - Weed Control & Feed
Chemical $0.08Labor $13.94Profit $46.920.46 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$60.93
Premier Lawn - Spring Green-Up
Chemical $0.89Labor $14.40Profit $55.380.48 hr
24-0-11 Granular, Iron Plus 6%
$70.66
February 2026
Paid $259.00Delivered $112.34Profit $85.99
Paid
Signature Lawn - 7 Visit
$55.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Bed & Gravel Weed Control
$64.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Bed & Gravel Weed Control - Pre-emergent Barrier
Chemical $0.02Labor $11.84Profit $31.570.39 hr
Indaziflam Surface, Spray Pattern Dye
$43.44
Premier Lawn - Broadleaf & Feed
Chemical $0.09Labor $14.40Profit $54.410.48 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$68.90
January 2026
Paid $195.00Delivered $201.68Profit $157.58
Paid
Signature Lawn - 7 Visit
$55.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Pre-emergent Round 1
Chemical $0.36Labor $14.40Profit $54.740.48 hr
Prodiamine 65 WDG, Atrazine 4L
$69.49
Signature Lawn - Pre-emergent Round 1
Chemical $0.31Labor $13.94Profit $47.150.46 hr
Prodiamine 65 WDG, Atrazine 4L, Spray Pattern Dye
$61.40
Premier Lawn - Pre-emergent Round 1
Chemical $0.39Labor $14.70Profit $55.700.49 hr
Prodiamine 65 WDG, Atrazine 4L
$70.79
December 2025
Paid $195.00
Paid
Signature Lawn - 7 Visit
$55.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
No work this month.
November 2025
Paid $195.00Delivered $278.68Profit $220.09
Paid
Signature Lawn - 7 Visit
$55.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Large Patch Guard - Large Patch 2
Chemical $0.00Labor $13.94Profit $61.840.46 hr
Propiconazole 14.3
$75.78
Signature Lawn - Winter Pre-emergent
Chemical $0.31Labor $13.94Profit $47.150.46 hr
Prodiamine 65 WDG, Atrazine 4L
$61.40
Premier Lawn - Winter Pre-emergent
Chemical $0.62Labor $14.40Profit $55.060.48 hr
Prodiamine 65 WDG, Celsius WG
$70.08
Premier Lawn - Winter Pre-emergent
Chemical $0.68Labor $14.70Profit $56.050.49 hr
Prodiamine 65 WDG, Celsius WG
$71.43
Money for this customer
Revenue$2,097.12
Costs$0.00
Left After Costs$2,097.12
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 10/1/26 | Invoice | INV-2026-3651 | Paid | $112.44 |
| 9/1/26 | Invoice | INV-2026-3294 | Paid | $139.24 |
| 8/1/26 | Invoice | INV-2026-2901 | Paid | $320.86 |
| 7/1/26 | Invoice | INV-2026-2466 | Paid | $267.60 |
| 6/1/26 | Invoice | INV-2026-2044 | Paid | $251.68 |
| 5/1/26 | Invoice | INV-2026-1650 | Paid | $70.98 |
| 4/1/26 | Invoice | INV-2026-1259 | Paid | $341.78 |
| 3/1/26 | Invoice | INV-2026-0916 | Paid | $121.52 |
| 2/1/26 | Invoice | INV-2026-0588 | Paid | $198.42 |
| 12/1/25 | Invoice | INV-2025-0253 | Paid | $272.60 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.