Premier Lawn - 9 Visit
$70.00Paid
3
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Christine Smith
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.
Call Ahead
LeadApr 10
ContactedSkipped
Site SurveySkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledNov 2
DoneOct 21
PaidSep 1
ReviewAug 23
Review · Step 10 of 10 · 5 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$526.5171% margin
Customer For1.5 yearssince Apr 10, 2025
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewClicked linkAug 23, 2026Worth HavingWorth havingMargin 71%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$1,340.30Paid
$1,007.35Delivered
$773.48Profit
$2.49Chemical
$231.37Labor
7.71Hours
$332.96Paid ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 76.8% margin. Time is the estimate for that size.
October 2026
Paid $125.59Delivered $52.40Profit $39.29
Paid
Bed & Gravel Weed Control
$15.59Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Essential Lawn - Fall Pre-emergent
Chemical $0.20Labor $12.91Profit $39.290.43 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$52.40
September 2026
Paid $125.59Delivered $108.63Profit $82.87
Paid
Premier Lawn - 9 Visit
$70.00Paid
Bed & Gravel Weed Control
$15.59Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Bed & Gravel Weed Control - Fall Barrier
Chemical $0.05Labor $12.83Profit $33.940.43 hr
Indaziflam Surface, Glyphosate 41%
$46.82
Premier Lawn - Fall Disease Guard
Chemical $0.05Labor $12.83Profit $48.940.43 hr
Azoxystrobin 2SC, 0-0-25 Potash Liquid
$61.82
August 2026
Paid $125.59Delivered $113.82Profit $88.03
Paid
Premier Lawn - 9 Visit
$70.00Paid
Bed & Gravel Weed Control
$15.59Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $12.91Profit $39.090.43 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$52.00
Premier Lawn - Late Summer Feed
Chemical $0.05Labor $12.83Profit $48.940.43 hr
16-4-8 Liquid Fertilizer, Soil Wetting Agent
$61.82
July 2026
Paid $125.59Delivered $108.44Profit $82.77
Paid
Premier Lawn - 9 Visit
$70.00Paid
Bed & Gravel Weed Control
$15.59Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Bed & Gravel Weed Control - Spot Spray 2
Chemical $0.00Labor $12.83Profit $33.890.43 hr
Glyphosate 41%
$46.72
Premier Lawn - Insect & Iron
Chemical $0.00Labor $12.83Profit $48.890.43 hr
Bifenthrin 7.9%, Iron Plus 6%
$61.72
June 2026
Paid $125.59Delivered $115.22Profit $88.73
Paid
Premier Lawn - 9 Visit
$70.00Paid
Bed & Gravel Weed Control
$15.59Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Premier Lawn - Summer Feed & Sedge
Chemical $0.05Labor $12.83Profit $48.940.43 hr
16-4-8 Liquid Fertilizer, Dismiss South
$61.82
Essential Lawn - Summer Feed & Weed
Chemical $0.70Labor $12.91Profit $39.790.43 hr
24-0-11 Granular, Celsius WG
$53.40
May 2026
Paid $125.59Delivered $108.54Profit $82.82
Paid
Premier Lawn - 9 Visit
$70.00Paid
Bed & Gravel Weed Control
$15.59Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Bed & Gravel Weed Control - Spot Spray 1
Chemical $0.00Labor $12.83Profit $33.890.43 hr
Glyphosate 41%
$46.72
Premier Lawn - Grub Prevention
Chemical $0.05Labor $12.83Profit $48.940.43 hr
Acelepryn, Humic 12
$61.82
April 2026
Paid $125.59Delivered $52.10Profit $39.14
Paid
Premier Lawn - 9 Visit
$70.00Paid
Bed & Gravel Weed Control
$15.59Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Essential Lawn - Spring Green-Up
Chemical $0.05Labor $12.91Profit $39.140.43 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$52.10
March 2026
Paid $125.59Delivered $124.50Profit $98.30
Paid
Premier Lawn - 9 Visit
$70.00Paid
Bed & Gravel Weed Control
$15.59Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Premier Lawn - Broadleaf & Feed
Chemical $0.05Labor $12.83Profit $48.940.43 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$61.82
Premier Lawn - Spring Green-Up
Chemical $0.48Labor $12.83Profit $49.370.43 hr
24-0-11 Granular, Iron Plus 6%
$62.68
February 2026
Paid $125.59Delivered $99.22Profit $73.23
Paid
Premier Lawn - 9 Visit
$70.00Paid
Bed & Gravel Weed Control
$15.59Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Essential Lawn - Pre-emergent & Feed
Chemical $0.20Labor $12.91Profit $39.290.43 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$52.40
Bed & Gravel Weed Control - Pre-emergent Barrier
Chemical $0.05Labor $12.83Profit $33.940.43 hr
Indaziflam Surface, Spray Pattern Dye
$46.82
January 2026
Paid $70.00Delivered $62.10Profit $49.08
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Pre-emergent Round 1
Chemical $0.19Labor $12.83Profit $49.080.43 hr
Prodiamine 65 WDG, Atrazine 4L
$62.10
December 2025
Paid $70.00
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
No work this month.
November 2025
Paid $70.00Delivered $62.39Profit $49.22
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Winter Pre-emergent
Chemical $0.34Labor $12.83Profit $49.220.43 hr
Prodiamine 65 WDG, Celsius WG
$62.39
Money for this customer
Invoices, payments and estimates linked to this customer or property.MoreLess
- What It Does
- Totals and links for every money item tied to this one.
- What It Changes
- Nothing. Tap one to open it.
- How to Use
- Read the totals.
- Tap an item to open it.
Revenue$740.00
Costs$0.00
Left After Costs$740.00
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 9/1/26 | Invoice | INV-2026-3324 | Paid | $100.00 |
| 8/1/26 | Invoice | INV-2026-2942 | Paid | $95.00 |
| 7/1/26 | Invoice | INV-2026-2514 | Paid | $100.00 |
| 6/1/26 | Invoice | INV-2026-2080 | Paid | $95.00 |
| 5/1/26 | Invoice | INV-2026-1695 | Paid | $45.00 |
| 4/1/26 | Invoice | INV-2026-1305 | Paid | $110.00 |
| 3/1/26 | Invoice | INV-2026-0955 | Paid | $85.00 |
| 2/1/26 | Invoice | INV-2026-0619 | Paid | $55.00 |
| 12/1/25 | Invoice | INV-2025-0272 | Paid | $55.00 |
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.