Essential Lawn - 5 Visit
$40.00Paid
12
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Anthony Powell
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.
Irrigation
LeadDec 15
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledFeb 1
DoneOct 22
PaidSep 1
ReviewAug 29
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
- 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$347.3273% margin
Customer For1.9 yearssince Dec 15, 2024
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewAskedAug 29, 2026Worth HavingWorth havingMargin 73%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$641.17Paid
$581.94Delivered
$430.14Profit
$1.58Chemical
$150.21Labor
5.01Hours
$59.23Paid ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 73.9% margin. Time is the estimate for that size.
October 2026
Paid $61.63Delivered $98.98Profit $73.39
Delivered
Shrub & Bed Care - Fall Oil
Chemical $0.00Labor $11.80Profit $31.430.39 hr
Horticultural Oil
$43.23
Essential Lawn - Fall Pre-emergent
Chemical $0.26Labor $13.52Profit $41.960.45 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$55.74
September 2026
Paid $61.63
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$21.63Paid
Delivered
No work this month.
August 2026
Paid $61.63Delivered $98.40Profit $73.08
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$21.63Paid
Delivered
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $13.52Profit $41.640.45 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$55.16
Shrub & Bed Care - Late Summer Feed
Chemical $0.00Labor $11.80Profit $31.430.39 hr
16-4-8 Liquid Fertilizer
$43.23
July 2026
Paid $61.63Delivered $43.23Profit $31.43
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$21.63Paid
Delivered
Shrub & Bed Care - Summer Insect
Chemical $0.00Labor $11.80Profit $31.430.39 hr
Bifenthrin 7.9%
$43.23
June 2026
Paid $61.63Delivered $57.20Profit $42.75
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$21.63Paid
Delivered
Essential Lawn - Summer Feed & Weed
Chemical $0.92Labor $13.52Profit $42.750.45 hr
24-0-11 Granular, Celsius WG
$57.20
May 2026
Paid $61.63Delivered $43.23Profit $31.43
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$21.63Paid
Delivered
Shrub & Bed Care - Disease Guard
Chemical $0.00Labor $11.80Profit $31.430.39 hr
Daconil Weatherstik
$43.23
April 2026
Paid $61.63Delivered $55.31Profit $41.72
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$21.63Paid
Delivered
Essential Lawn - Spring Green-Up
Chemical $0.07Labor $13.52Profit $41.720.45 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$55.31
March 2026
Paid $61.63Delivered $43.37Profit $31.51
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$21.63Paid
Delivered
Shrub & Bed Care - Spring Feed & Insect
Chemical $0.06Labor $11.80Profit $31.510.39 hr
Merit 75 WSP, 16-4-8 Liquid Fertilizer
$43.37
February 2026
Paid $61.63Delivered $98.98Profit $73.39
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$21.63Paid
Delivered
Shrub & Bed Care - Dormant Oil
Chemical $0.00Labor $11.80Profit $31.430.39 hr
Horticultural Oil
$43.23
Essential Lawn - Pre-emergent & Feed
Chemical $0.26Labor $13.52Profit $41.960.45 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$55.74
January 2026
Paid $21.63
Paid
Shrub & Bed Care - 6 Visit
$21.63Paid
Delivered
No work this month.
December 2025
Paid $21.63
Paid
Shrub & Bed Care - 6 Visit
$21.63Paid
Delivered
No work this month.
November 2025
Paid $21.63
Paid
Shrub & Bed Care - 6 Visit
$21.63Paid
Delivered
No work this month.
October 2025
Paid $21.63Delivered $43.23Profit $31.43
Paid
Shrub & Bed Care - 6 Visit
$21.63Paid
Delivered
Shrub & Bed Care - Fall Oil
Chemical $0.00Labor $11.80Profit $31.430.39 hr
Horticultural Oil
$43.23
Money for this customer
Revenue$474.40
Costs$0.00
Left After Costs$474.40
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 9/1/26 | Invoice | INV-2026-3337 | Paid | $95.88 |
| 8/1/26 | Invoice | INV-2026-2946 | Paid | $45.44 |
| 7/1/26 | Invoice | INV-2026-2521 | Paid | $50.44 |
| 6/1/26 | Invoice | INV-2026-2083 | Paid | $45.44 |
| 5/1/26 | Invoice | INV-2026-1701 | Paid | $50.44 |
| 4/1/26 | Invoice | INV-2026-1302 | Paid | $45.44 |
| 3/1/26 | Invoice | INV-2026-0953 | Paid | $95.88 |
| 11/1/25 | Invoice | INV-2025-0052 | Paid | $45.44 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.