Large Patch Guard - 3 Visit
$225.66Due
12
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Laura Duhon
Lead source: Nextdoor · 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 19
ContactedSkipped
EstimateOct 14
SentOct 16 · 1 views
Won
Scheduled
DoneOct 5
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$555.0278% margin
Customer For187 dayssince Apr 19, 2026
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewClicked linkSep 29, 2026Worth HavingWorth havingMargin 78%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$770.00Paid
$816.44Delivered
$649.09Profit
$1.90Chemical
$165.45Labor
5.51Hours
$46.44Work ahead
$225.66Due 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, 79.5% margin. Time is the estimate for that size.
November 2026
Paid
Delivered
No work this month.
October 2026
Delivered $75.22Profit $61.43
Paid
No invoice this month.
Delivered
Large Patch Guard - Large Patch 1
Chemical $0.00Labor $13.79Profit $61.430.46 hr
Azoxystrobin 2SC
$75.22
September 2026
Paid $70.00Delivered $65.37Profit $51.51
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Fall Disease Guard
Chemical $0.07Labor $13.79Profit $51.510.46 hr
Azoxystrobin 2SC, 0-0-25 Potash Liquid
$65.37
August 2026
Paid $70.00Delivered $65.37Profit $51.51
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Late Summer Feed
Chemical $0.07Labor $13.79Profit $51.510.46 hr
16-4-8 Liquid Fertilizer, Soil Wetting Agent
$65.37
July 2026
Paid $70.00Delivered $65.22Profit $51.43
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Insect & Iron
Chemical $0.00Labor $13.79Profit $51.430.46 hr
Bifenthrin 7.9%, Iron Plus 6%
$65.22
June 2026
Paid $70.00Delivered $65.37Profit $51.51
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Summer Feed & Sedge
Chemical $0.07Labor $13.79Profit $51.510.46 hr
16-4-8 Liquid Fertilizer, Dismiss South
$65.37
May 2026
Paid $70.00Delivered $65.37Profit $51.51
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Grub Prevention
Chemical $0.07Labor $13.79Profit $51.510.46 hr
Acelepryn, Humic 12
$65.37
April 2026
Paid $70.00Delivered $66.68Profit $52.16
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Spring Green-Up
Chemical $0.73Labor $13.79Profit $52.160.46 hr
24-0-11 Granular, Iron Plus 6%
$66.68
March 2026
Paid $70.00Delivered $65.37Profit $51.51
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Broadleaf & Feed
Chemical $0.07Labor $13.79Profit $51.510.46 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$65.37
February 2026
Paid $70.00Delivered $75.22Profit $61.43
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Large Patch Guard - Large Patch 3
Chemical $0.00Labor $13.79Profit $61.430.46 hr
Azoxystrobin 2SC
$75.22
January 2026
Paid $70.00Delivered $65.80Profit $51.72
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Pre-emergent Round 1
Chemical $0.29Labor $13.79Profit $51.720.46 hr
Prodiamine 65 WDG, Atrazine 4L
$65.80
December 2025
Paid $70.00
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
No work this month.
November 2025
Paid $70.00Delivered $141.46Profit $113.38
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Large Patch Guard - Large Patch 2
Chemical $0.00Labor $13.79Profit $61.430.46 hr
Propiconazole 14.3
$75.22
Premier Lawn - Winter Pre-emergent
Chemical $0.51Labor $13.79Profit $51.940.46 hr
Prodiamine 65 WDG, Celsius WG
$66.24
Money for this customer
Revenue$711.02
Costs$0.00
Left After Costs$711.02
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 10/1/26 | Invoice | INV-2026-3661 | Paid | $62.82 |
| 9/1/26 | Invoice | INV-2026-3301 | Paid | $62.82 |
| 8/1/26 | Invoice | INV-2026-2915 | Paid | $62.82 |
| 7/1/26 | Invoice | INV-2026-2481 | Paid | $62.82 |
| 6/1/26 | Invoice | INV-2026-2058 | Paid | $62.82 |
| 5/1/26 | Invoice | INV-2026-1663 | Paid | $62.82 |
| 4/1/26 | Invoice | INV-2026-1277 | Paid | $62.82 |
| 3/1/26 | Invoice | INV-2026-0928 | Paid | $72.82 |
| 2/1/26 | Invoice | INV-2026-0604 | Paid | $62.82 |
| 12/1/25 | Invoice | INV-2025-0270 | Paid | $135.64 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.