Large Patch Guard - 3 Visit
$221.04Due
4
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Ryan Thomas
Lead source: Google Search · 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.
HOA
LeadMar 6
ContactedSkipped
EstimateFeb 25
SentFeb 25
WonSkipped
ScheduledSkipped
DoneOct 15
PaidOct 1
Review
Paid · Step 8 of 9 · 3 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
- 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$592.5474% margin
Customer For2.6 yearssince Mar 6, 2024
Pay SpeedNo data yetaverage days to pay
Callbacks1re-dos logged
ReviewNot askedask from the Reviews tabWorth HavingWorth havingMargin 74%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$1,920.00Paid
$1,072.48Delivered
$856.80Profit
$1.80Chemical
$213.88Labor
7.13Hours
$847.52Paid ahead
$221.04Due 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, 79.9% margin. Time is the estimate for that size.
November 2026
Paid
Delivered
No work this month.
October 2026
Paid $187.00Delivered $206.16Profit $166.00
Paid
Premier Lawn - 9 Visit
$106.00Paid
Soil Builder - 4 Visit
$81.00Paid
Delivered
Premier Lawn - Fall Disease Guard
Chemical $0.06Labor $13.37Profit $50.370.45 hr
Azoxystrobin 2SC, 0-0-25 Potash Liquid
$63.80
Large Patch Guard - Large Patch 1
Chemical $0.00Labor $13.37Profit $60.310.45 hr
Azoxystrobin 2SC
$73.68
Soil Builder - Fall Potash
Chemical $0.00Labor $13.37Profit $55.310.45 hr
0-0-25 Potash Liquid, Humic 12
$68.68
September 2026
Paid $187.00Delivered $63.80Profit $50.37
Paid
Premier Lawn - 9 Visit
$106.00Paid
Soil Builder - 4 Visit
$81.00Paid
Delivered
Premier Lawn - Late Summer Feed
Chemical $0.06Labor $13.37Profit $50.370.45 hr
16-4-8 Liquid Fertilizer, Soil Wetting Agent
$63.80
August 2026
Paid $187.00
Paid
Premier Lawn - 9 Visit
$106.00Paid
Soil Builder - 4 Visit
$81.00Paid
Delivered
No work this month.
July 2026
Paid $187.00Delivered $132.48Profit $105.69
Paid
Premier Lawn - 9 Visit
$106.00Paid
Soil Builder - 4 Visit
$81.00Paid
Delivered
Premier Lawn - Insect & Iron
Chemical $0.00Labor $13.37Profit $50.310.45 hr
Bifenthrin 7.9%, Iron Plus 6%
$63.68
Soil Builder - Summer Soil Boost
Chemical $0.06Labor $13.37Profit $55.370.45 hr
Liquid Aeration, Soil Wetting Agent
$68.80
June 2026
Paid $187.00Delivered $63.80Profit $50.37
Paid
Premier Lawn - 9 Visit
$106.00Paid
Soil Builder - 4 Visit
$81.00Paid
Delivered
Premier Lawn - Summer Feed & Sedge
Chemical $0.06Labor $13.37Profit $50.370.45 hr
16-4-8 Liquid Fertilizer, Dismiss South
$63.80
May 2026
Paid $187.00Delivered $132.61Profit $105.75
Paid
Premier Lawn - 9 Visit
$106.00Paid
Soil Builder - 4 Visit
$81.00Paid
Delivered
Premier Lawn - Grub Prevention
Chemical $0.06Labor $13.37Profit $50.370.45 hr
Acelepryn, Humic 12
$63.80
Soil Builder - Wetting Agent
Chemical $0.06Labor $13.37Profit $55.370.45 hr
Soil Wetting Agent, Humic 12
$68.80
April 2026
Paid $187.00Delivered $64.92Profit $50.93
Paid
Premier Lawn - 9 Visit
$106.00Paid
Soil Builder - 4 Visit
$81.00Paid
Delivered
Premier Lawn - Spring Green-Up
Chemical $0.62Labor $13.37Profit $50.930.45 hr
24-0-11 Granular, Iron Plus 6%
$64.92
March 2026
Paid $187.00Delivered $68.80Profit $55.37
Paid
Premier Lawn - 9 Visit
$106.00Paid
Soil Builder - 4 Visit
$81.00Paid
Delivered
Soil Builder - Liquid Aeration
Chemical $0.06Labor $13.37Profit $55.370.45 hr
Liquid Aeration, Humic 12
$68.80
February 2026
Paid $106.00Delivered $137.48Profit $110.69
Paid
Premier Lawn - 9 Visit
$106.00Paid
Delivered
Large Patch Guard - Large Patch 3
Chemical $0.00Labor $13.37Profit $60.310.45 hr
Azoxystrobin 2SC
$73.68
Premier Lawn - Broadleaf & Feed
Chemical $0.06Labor $13.37Profit $50.370.45 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$63.80
January 2026
Paid $106.00Delivered $64.18Profit $50.56
Paid
Premier Lawn - 9 Visit
$106.00Paid
Delivered
Premier Lawn - Pre-emergent Round 1
Chemical $0.25Labor $13.37Profit $50.560.45 hr
Prodiamine 65 WDG, Atrazine 4L
$64.18
December 2025
Paid $106.00
Paid
Premier Lawn - 9 Visit
$106.00Paid
Delivered
No work this month.
November 2025
Paid $106.00Delivered $64.55Profit $50.75
Paid
Premier Lawn - 9 Visit
$106.00Paid
Delivered
Premier Lawn - Winter Pre-emergent
Chemical $0.43Labor $13.37Profit $50.750.45 hr
Prodiamine 65 WDG, Celsius WG
$64.55
October 2025
Delivered $73.68Profit $60.31
Paid
No invoice this month.
Delivered
Large Patch Guard - Large Patch 2
Chemical $0.00Labor $13.37Profit $60.310.45 hr
Propiconazole 14.3
$73.68
Money for this customer
Revenue$803.04
Costs$0.00
Left After Costs$803.04
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 10/1/26 | Invoice | INV-2026-3659 | Paid | $59.08 |
| 8/1/26 | Invoice | INV-2026-2910 | Paid | $123.16 |
| 7/1/26 | Invoice | INV-2026-2475 | Paid | $59.08 |
| 6/1/26 | Invoice | INV-2026-2050 | Paid | $123.16 |
| 5/1/26 | Invoice | INV-2026-1654 | Paid | $59.08 |
| 4/1/26 | Invoice | INV-2026-1266 | Paid | $64.08 |
| 3/1/26 | Invoice | INV-2026-0928 | Paid | $128.16 |
| 2/1/26 | Invoice | INV-2026-0595 | Paid | $59.08 |
| 12/1/25 | Invoice | INV-2025-0255 | Paid | $59.08 |
| 11/1/25 | Invoice | INV-2025-0045 | Paid | $69.08 |
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.