Alex Brooks

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Alex Brooks
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo

Alex Brooks

(337)555-0174 alex.brooks1@example.com 11645 Cloverland Avenue, Baton Rouge LA 70809
Lead source: Door Hanger · Tax: Demo Parish 9.75%
CallTextEmailDirections Invoices Contract Offer Add-on Payment Methods
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
  1. Tap a pill or button to reach the customer.
  2. Read the stage line.
  3. Tap the Next step.
Help Article
Call Ahead
LeadAug 25
ScheduledOct 27
DoneOct 20
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
  1. Read the line.
  2. Tap the Next step.
  3. Use Log Call after a phone call.
  4. Open Stage History to see every move.
Help Article
Lifetime ValueNo data yetfills in with the first paymentBalance$0.00all paid
Profit, 12 Months$502.9971% margin
Customer For3.2 yearssince Aug 25, 2023
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewClicked linkAug 25, 2026
Worth HavingWorth havingMargin 71%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
Log Call
$895.84Paid
$755.26Delivered
$566.03Profit
$2.55Chemical
$186.68Labor
6.22Hours
$140.57Paid ahead
Paid
Delivered

Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 74.9% margin. Time is the estimate for that size.

October 2026

Paid $81.20Delivered $52.32Profit $37.96

Paid

Delivered

Shrub & Bed Care - Fall Oil
Chemical $0.00Labor $14.36Profit $37.960.48 hr
Horticultural Oil
$52.32

September 2026

Paid $81.20Delivered $62.50Profit $48.05

Paid

Delivered

Signature Lawn - Fall Feed & Disease Guard
Chemical $0.09Labor $14.36Profit $48.050.48 hr
0-0-25 Potash Liquid, Azoxystrobin 2SC
$62.50

August 2026

Paid $81.20Delivered $52.32Profit $37.96

Paid

Delivered

Shrub & Bed Care - Late Summer Feed
Chemical $0.00Labor $14.36Profit $37.960.48 hr
16-4-8 Liquid Fertilizer
$52.32

July 2026

Paid $81.20Delivered $115.34Profit $86.27

Paid

Delivered

Shrub & Bed Care - Summer Insect
Chemical $0.00Labor $14.36Profit $37.960.48 hr
Bifenthrin 7.9%
$52.32
Signature Lawn - Summer Feed
Chemical $0.35Labor $14.36Profit $48.310.48 hr
16-4-8 Liquid Fertilizer, Celsius WG
$63.02

June 2026

Paid $81.20Delivered $62.32Profit $47.96

Paid

Delivered

Signature Lawn - Insect Shield
Chemical $0.00Labor $14.36Profit $47.960.48 hr
Bifenthrin 7.9%, Iron Plus 6%
$62.32

May 2026

Paid $81.20Delivered $52.32Profit $37.96

Paid

Delivered

Shrub & Bed Care - Disease Guard
Chemical $0.00Labor $14.36Profit $37.960.48 hr
Daconil Weatherstik
$52.32

April 2026

Paid $81.20Delivered $117.28Profit $87.24

Paid

Delivered

Shrub & Bed Care - Spring Feed & Insect
Chemical $0.26Labor $14.36Profit $38.220.48 hr
Merit 75 WSP, 16-4-8 Liquid Fertilizer
$52.85
Signature Lawn - Green-Up & Sedge
Chemical $1.06Labor $14.36Profit $49.020.48 hr
24-0-11 Granular, Sedgehammer Plus
$64.43

March 2026

Paid $81.20Delivered $62.50Profit $48.05

Paid

Delivered

Signature Lawn - Weed Control & Feed
Chemical $0.09Labor $14.36Profit $48.050.48 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$62.50

February 2026

Paid $81.20Delivered $52.32Profit $37.96

Paid

Delivered

Shrub & Bed Care - Dormant Oil
Chemical $0.00Labor $14.36Profit $37.960.48 hr
Horticultural Oil
$52.32

January 2026

Paid $55.00Delivered $63.02Profit $48.31

Paid

Delivered

Signature Lawn - Pre-emergent Round 1
Chemical $0.35Labor $14.36Profit $48.310.48 hr
Prodiamine 65 WDG, Atrazine 4L, Spray Pattern Dye
$63.02

December 2025

Paid $55.00

Paid

Delivered

No work this month.

November 2025

Paid $55.00Delivered $63.02Profit $48.31

Paid

Delivered

Signature Lawn - Winter Pre-emergent
Chemical $0.35Labor $14.36Profit $48.310.48 hr
Prodiamine 65 WDG, Atrazine 4L
$63.02

Money for this customer

Revenue$705.04
Costs$0.00
Left After Costs$705.04
DateWhatRecordStatusAmount
10/1/26InvoiceINV-2026-3672Paid$62.92
9/1/26InvoiceINV-2026-3313Paid$52.92
8/1/26InvoiceINV-2026-2925Paid$115.84
7/1/26InvoiceINV-2026-2492Paid$62.92
6/1/26InvoiceINV-2026-2065Paid$52.92
5/1/26InvoiceINV-2026-1672Paid$115.84
4/1/26InvoiceINV-2026-1284Paid$62.92
3/1/26InvoiceINV-2026-0933Paid$52.92
2/1/26InvoiceINV-2026-0609Paid$62.92
12/1/25InvoiceINV-2025-0276Paid$62.92

Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.

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