Essential Lawn - 5 Visit
$40.00Paid
5
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Karen King
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 11
ContactedSkipped
EstimateDec 11
SentDec 12
WonDec 22
ScheduledOct 25
DoneOct 14
PaidSep 1
ReviewAug 28
Review · Step 9 of 9 · 1 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$636.2985% margin
Customer For2.5 yearssince Apr 11, 2024
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewAskedAug 28, 2026Worth HavingWorth havingMargin 85%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$985.31Paid
$722.59Delivered
$622.19Profit
$1.33Chemical
$99.07Labor
3.30Hours
$262.72Paid ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 86.1% margin. Time is the estimate for that size.
October 2026
Paid $68.03Delivered $54.44Profit $41.00
Paid
Essential Lawn - 5 Visit
$18.41Paid
Fire Ant & Flea - 2 Visit
$9.62Paid
Delivered
Essential Lawn - Fall Pre-emergent
Chemical $0.23Labor $13.21Profit $41.000.44 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$54.44
September 2026
Paid $508.41
Paid
Essential Lawn - 5 Visit
$40.00Paid
Pond Clear - 3 Visit
$450.00Paid
Essential Lawn - 5 Visit
$18.41Paid
Delivered
No work this month.
August 2026
Paid $58.41Delivered $203.93Profit $179.72
Paid
Essential Lawn - 5 Visit
$40.00Paid
Essential Lawn - 5 Visit
$18.41Paid
Delivered
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $13.21Profit $40.720.44 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$53.93
Pond Clear - Late Summer Pond Treatment
Chemical $0.00Labor $11.00Profit $139.000.37 hr
Diquat Aquatic
$150.00
July 2026
Paid $58.41
Paid
Essential Lawn - 5 Visit
$40.00Paid
Essential Lawn - 5 Visit
$18.41Paid
Delivered
No work this month.
June 2026
Paid $58.41Delivered $205.72Profit $180.69
Paid
Essential Lawn - 5 Visit
$40.00Paid
Essential Lawn - 5 Visit
$18.41Paid
Delivered
Essential Lawn - Summer Feed & Weed
Chemical $0.81Labor $13.21Profit $41.690.44 hr
24-0-11 Granular, Celsius WG
$55.72
Pond Clear - Summer Pond Treatment
Chemical $0.00Labor $11.00Profit $139.000.37 hr
Diquat Aquatic
$150.00
May 2026
Paid $58.41
Paid
Essential Lawn - 5 Visit
$40.00Paid
Essential Lawn - 5 Visit
$18.41Paid
Delivered
No work this month.
April 2026
Paid $58.41Delivered $204.06Profit $179.79
Paid
Essential Lawn - 5 Visit
$40.00Paid
Essential Lawn - 5 Visit
$18.41Paid
Delivered
Pond Clear - Spring Pond Treatment
Chemical $0.00Labor $11.00Profit $139.000.37 hr
Diquat Aquatic
$150.00
Essential Lawn - Spring Green-Up
Chemical $0.06Labor $13.21Profit $40.790.44 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$54.06
March 2026
Paid $58.41
Paid
Essential Lawn - 5 Visit
$40.00Paid
Essential Lawn - 5 Visit
$18.41Paid
Delivered
No work this month.
February 2026
Paid $58.41Delivered $54.44Profit $41.00
Paid
Essential Lawn - 5 Visit
$40.00Paid
Essential Lawn - 5 Visit
$18.41Paid
Delivered
Essential Lawn - Pre-emergent & Feed
Chemical $0.23Labor $13.21Profit $41.000.44 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$54.44
Money for this customer
Revenue$746.57
Costs$0.00
Left After Costs$746.57
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 9/1/26 | Invoice | INV-2026-3327 | Paid | $204.92 |
| 7/1/26 | Invoice | INV-2026-2508 | Paid | $204.92 |
| 5/1/26 | Invoice | INV-2026-1683 | Paid | $204.92 |
| 3/1/26 | Invoice | INV-2026-0948 | Paid | $47.72 |
| 12/22/25 | Invoice | INV-2025-3831 | Paid | $84.09 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.