12
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Sam White
Lead source: Referral · 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.
LeadApr 30
ContactedSkipped
EstimateDec 23
SentDec 25
WonSkipped
ScheduledSkipped
DoneSep 30
PaidOct 1
ReviewOct 1
Review · Step 9 of 9 · 3 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$191.5686% margin
Customer For1.5 yearssince Apr 30, 2025
Pay SpeedNo data yetaverage days to pay
Callbacks1re-dos logged
ReviewAskedOct 1, 2026Worth HavingWorth havingMargin 86%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
Service History
What was put on the yard. This is the record, not the bill.
Chemicals Used
Turf
- Azoxystrobin 2SC5.75 Ounces
9/30/26 Large Patch Guard - Large Patch 1Sam White - Home · Azoxystrobin 2SC89 °F · Wind 5 mph SW · Humidity 86% · Soil Wet
Applied on TurfOpen water NoSensitive area No
07:58:00 to 08:14:00 · 16 min · Jalen Mouton
| Product | Where | Used | Rate | How |
|---|---|---|---|---|
| Azoxystrobin 2SC EPA 70506-DEMO Azoxystrobin 22.9% | Turf | 2.82 Ounces | 0.38 Fluid Ounce / 1,000 Square Ft. | Hose Reel |
3/3/26 Large Patch Guard - Large Patch 3Sam White - Home · Azoxystrobin 2SC67 °F · Wind 3 mph W · Humidity 73% · Soil Moist
Applied on TurfOpen water NoSensitive area No
08:08:00 to 08:27:00 · 19 min · Jalen Mouton
| Product | Where | Used | Rate | How |
|---|---|---|---|---|
| Azoxystrobin 2SC EPA 70506-DEMO Azoxystrobin 22.9% | Turf | 2.93 Ounces | 0.38 Fluid Ounce / 1,000 Square Ft. | Hose Reel |
10/27/25 Large Patch Guard - Large Patch 2Sam White - Home · Propiconazole 14.374 °F · Wind 5 mph NE · Humidity 79% · Soil Wet
Applied on TurfOpen water NoSensitive area No
08:13:00 to 08:32:00 · 19 min · Mia Boudreaux
| Product | Where | Used | Rate | How |
|---|---|---|---|---|
| Propiconazole 14.3 EPA 60063-DEMO Propiconazole 14.3% | Turf | 7.88 Ounces | 1 Fluid Ounce / 1,000 Square Ft. | Hose Reel |