Signature Lawn - 7 Visit
$55.00Paid
5
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Josh Barnes
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.
Shady Lawn
LeadAug 22
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledOct 25
DoneOct 17
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$744.9271% margin
Customer For63 dayssince Aug 22, 2026
Pay SpeedNo data yetaverage days to pay
Callbacks1re-dos logged
ReviewNot askedask from the Reviews tabWorth HavingWorth havingMargin 71%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$1,473.24Paid
$1,335.40Delivered
$1,024.71Profit
$3.00Chemical
$307.68Labor
10.26Hours
$137.84Paid ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 76.7% margin. Time is the estimate for that size.
October 2026
Paid $150.32Delivered $167.10Profit $127.95
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$21.41Paid
Soil Builder - 4 Visit
$23.16Paid
Fire Ant & Flea - 2 Visit
$10.75Paid
Delivered
Soil Builder - Fall Potash
Chemical $0.00Labor $13.56Profit $55.820.45 hr
0-0-25 Potash Liquid, Humic 12
$69.38
Shrub & Bed Care - Fall Oil
Chemical $0.00Labor $11.76Profit $31.040.39 hr
Horticultural Oil
$42.80
Essential Lawn - Fall Pre-emergent
Chemical $0.27Labor $13.56Profit $41.090.45 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$54.92
September 2026
Paid $150.32Delivered $56.40Profit $43.80
Paid
Signature Lawn - 7 Visit
$55.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$21.41Paid
Soil Builder - 4 Visit
$23.16Paid
Fire Ant & Flea - 2 Visit
$10.75Paid
Delivered
Signature Lawn - Fall Feed & Disease Guard
Chemical $0.04Labor $12.57Profit $43.800.42 hr
0-0-25 Potash Liquid, Azoxystrobin 2SC
$56.40
August 2026
Paid $150.32Delivered $161.69Profit $122.75
Paid
Signature Lawn - 7 Visit
$55.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$21.41Paid
Soil Builder - 4 Visit
$23.16Paid
Fire Ant & Flea - 2 Visit
$10.75Paid
Delivered
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $13.56Profit $40.820.45 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$54.38
Shrub & Bed Care - Late Summer Feed
Chemical $0.00Labor $11.76Profit $31.040.39 hr
16-4-8 Liquid Fertilizer
$42.80
Fire Ant & Flea - Fall Ant Bait
Chemical $0.07Labor $13.56Profit $50.890.45 hr
Fire Ant Bait
$64.51
July 2026
Paid $150.32Delivered $126.19Profit $99.83
Paid
Signature Lawn - 7 Visit
$55.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$21.41Paid
Soil Builder - 4 Visit
$23.16Paid
Fire Ant & Flea - 2 Visit
$10.75Paid
Delivered
Signature Lawn - Summer Feed
Chemical $0.16Labor $12.57Profit $43.950.42 hr
16-4-8 Liquid Fertilizer, Celsius WG
$56.67
Soil Builder - Summer Soil Boost
Chemical $0.07Labor $13.56Profit $55.890.45 hr
Liquid Aeration, Soil Wetting Agent
$69.51
June 2026
Paid $150.32Delivered $224.88Profit $172.43
Paid
Signature Lawn - 7 Visit
$55.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$21.41Paid
Soil Builder - 4 Visit
$23.16Paid
Fire Ant & Flea - 2 Visit
$10.75Paid
Delivered
Soil Builder - Wetting Agent
Chemical $0.07Labor $13.56Profit $55.890.45 hr
Soil Wetting Agent, Humic 12
$69.51
Signature Lawn - Insect Shield
Chemical $0.00Labor $12.57Profit $43.750.42 hr
Bifenthrin 7.9%, Iron Plus 6%
$56.31
Essential Lawn - Summer Feed & Weed
Chemical $0.94Labor $13.56Profit $41.760.45 hr
24-0-11 Granular, Celsius WG
$56.26
Shrub & Bed Care - Summer Insect
Chemical $0.00Labor $11.76Profit $31.040.39 hr
Bifenthrin 7.9%
$42.80
May 2026
Paid $150.32Delivered $42.80Profit $31.04
Paid
Signature Lawn - 7 Visit
$55.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$21.41Paid
Soil Builder - 4 Visit
$23.16Paid
Fire Ant & Flea - 2 Visit
$10.75Paid
Delivered
Shrub & Bed Care - Disease Guard
Chemical $0.00Labor $11.76Profit $31.040.39 hr
Daconil Weatherstik
$42.80
April 2026
Paid $150.32Delivered $219.34Profit $167.21
Paid
Signature Lawn - 7 Visit
$55.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$21.41Paid
Soil Builder - 4 Visit
$23.16Paid
Fire Ant & Flea - 2 Visit
$10.75Paid
Delivered
Shrub & Bed Care - Spring Feed & Insect
Chemical $0.06Labor $11.76Profit $31.100.39 hr
Merit 75 WSP, 16-4-8 Liquid Fertilizer
$42.92
Essential Lawn - Spring Green-Up
Chemical $0.07Labor $13.56Profit $40.890.45 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$54.51
Fire Ant & Flea - Spring Ant Bait
Chemical $0.07Labor $13.56Profit $50.890.45 hr
Fire Ant Bait
$64.51
Signature Lawn - Green-Up & Sedge
Chemical $0.49Labor $12.57Profit $44.340.42 hr
24-0-11 Granular, Sedgehammer Plus
$57.40
March 2026
Paid $139.57Delivered $125.92Profit $99.69
Paid
Signature Lawn - 7 Visit
$55.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$21.41Paid
Soil Builder - 4 Visit
$23.16Paid
Delivered
Soil Builder - Liquid Aeration
Chemical $0.07Labor $13.56Profit $55.890.45 hr
Liquid Aeration, Humic 12
$69.51
Signature Lawn - Weed Control & Feed
Chemical $0.04Labor $12.57Profit $43.800.42 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$56.40
February 2026
Paid $116.41Delivered $97.72Profit $72.13
Paid
Signature Lawn - 7 Visit
$55.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$21.41Paid
Delivered
Shrub & Bed Care - Dormant Oil
Chemical $0.00Labor $11.76Profit $31.040.39 hr
Horticultural Oil
$42.80
Essential Lawn - Pre-emergent & Feed
Chemical $0.27Labor $13.56Profit $41.090.45 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$54.92
January 2026
Paid $55.00Delivered $56.67Profit $43.95
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Pre-emergent Round 1
Chemical $0.16Labor $12.57Profit $43.950.42 hr
Prodiamine 65 WDG, Atrazine 4L, Spray Pattern Dye
$56.67
December 2025
Paid $55.00
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
No work this month.
November 2025
Paid $55.00Delivered $56.67Profit $43.95
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Winter Pre-emergent
Chemical $0.16Labor $12.57Profit $43.950.42 hr
Prodiamine 65 WDG, Atrazine 4L
$56.67
Money for this customer
Revenue$1,050.92
Costs$0.00
Left After Costs$1,050.92
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 9/1/26 | Invoice | INV-2026-3325 | Paid | $157.34 |
| 8/1/26 | Invoice | INV-2026-2936 | Paid | $115.78 |
| 7/1/26 | Invoice | INV-2026-2505 | Paid | $212.34 |
| 6/1/26 | Invoice | INV-2026-2072 | Paid | $45.78 |
| 5/1/26 | Invoice | INV-2026-1680 | Paid | $207.34 |
| 4/1/26 | Invoice | INV-2026-1292 | Paid | $115.78 |
| 3/1/26 | Invoice | INV-2026-0947 | Paid | $96.56 |
| 2/1/26 | Invoice | INV-2026-0619 | Paid | $50.00 |
| 12/1/25 | Invoice | INV-2025-0280 | Paid | $50.00 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.