Premier Lawn - 9 Visit
$62.00Paid
6
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Paul Edwards
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.
LeadAug 12
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledOct 26
DoneOct 8
PaidSep 1
Review
Paid · Step 8 of 9 · 4 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$404.1378% margin
Customer For2.2 yearssince Aug 12, 2024
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewNot askedask from the Reviews tabWorth HavingWorth havingMargin 78%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$744.00Paid
$597.34Delivered
$469.50Profit
$2.03Chemical
$125.80Labor
4.19Hours
$146.66Paid ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 78.6% margin. Time is the estimate for that size.
October 2026
Paid $62.00Delivered $66.08Profit $52.02
Paid
Delivered
Premier Lawn - Fall Disease Guard
Chemical $0.08Labor $13.98Profit $52.020.47 hr
Azoxystrobin 2SC, 0-0-25 Potash Liquid
$66.08
September 2026
Paid $62.00
Paid
Premier Lawn - 9 Visit
$62.00Paid
Delivered
No work this month.
August 2026
Paid $62.00Delivered $66.08Profit $52.02
Paid
Premier Lawn - 9 Visit
$62.00Paid
Delivered
Premier Lawn - Late Summer Feed
Chemical $0.08Labor $13.98Profit $52.020.47 hr
16-4-8 Liquid Fertilizer, Soil Wetting Agent
$66.08
July 2026
Paid $62.00Delivered $65.92Profit $51.94
Paid
Premier Lawn - 9 Visit
$62.00Paid
Delivered
Premier Lawn - Insect & Iron
Chemical $0.00Labor $13.98Profit $51.940.47 hr
Bifenthrin 7.9%, Iron Plus 6%
$65.92
June 2026
Paid $62.00Delivered $66.08Profit $52.02
Paid
Premier Lawn - 9 Visit
$62.00Paid
Delivered
Premier Lawn - Summer Feed & Sedge
Chemical $0.08Labor $13.98Profit $52.020.47 hr
16-4-8 Liquid Fertilizer, Dismiss South
$66.08
May 2026
Paid $62.00Delivered $66.08Profit $52.02
Paid
Premier Lawn - 9 Visit
$62.00Paid
Delivered
Premier Lawn - Grub Prevention
Chemical $0.08Labor $13.98Profit $52.020.47 hr
Acelepryn, Humic 12
$66.08
April 2026
Paid $62.00Delivered $67.48Profit $52.72
Paid
Premier Lawn - 9 Visit
$62.00Paid
Delivered
Premier Lawn - Spring Green-Up
Chemical $0.78Labor $13.98Profit $52.720.47 hr
24-0-11 Granular, Iron Plus 6%
$67.48
March 2026
Paid $62.00Delivered $66.08Profit $52.02
Paid
Premier Lawn - 9 Visit
$62.00Paid
Delivered
Premier Lawn - Broadleaf & Feed
Chemical $0.08Labor $13.98Profit $52.020.47 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$66.08
February 2026
Paid $62.00
Paid
Premier Lawn - 9 Visit
$62.00Paid
Delivered
No work this month.
January 2026
Paid $62.00Delivered $66.54Profit $52.25
Paid
Premier Lawn - 9 Visit
$62.00Paid
Delivered
Premier Lawn - Pre-emergent Round 1
Chemical $0.31Labor $13.98Profit $52.250.47 hr
Prodiamine 65 WDG, Atrazine 4L
$66.54
December 2025
Paid $62.00
Paid
Premier Lawn - 9 Visit
$62.00Paid
Delivered
No work this month.
November 2025
Paid $62.00Delivered $67.01Profit $52.49
Paid
Premier Lawn - 9 Visit
$62.00Paid
Delivered
Premier Lawn - Winter Pre-emergent
Chemical $0.55Labor $13.98Profit $52.490.47 hr
Prodiamine 65 WDG, Celsius WG
$67.01
Money for this customer
Revenue$516.16
Costs$0.00
Left After Costs$516.16
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 9/1/26 | Invoice | INV-2026-3312 | Paid | $64.52 |
| 8/1/26 | Invoice | INV-2026-2925 | Paid | $64.52 |
| 7/1/26 | Invoice | INV-2026-2491 | Paid | $64.52 |
| 6/1/26 | Invoice | INV-2026-2063 | Paid | $64.52 |
| 5/1/26 | Invoice | INV-2026-1666 | Paid | $64.52 |
| 4/1/26 | Invoice | INV-2026-1281 | Paid | $64.52 |
| 2/1/26 | Invoice | INV-2026-0609 | Paid | $64.52 |
| 12/1/25 | Invoice | INV-2025-0269 | Paid | $64.52 |
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.