Signature Lawn - 7 Visit
$55.00Paid
13
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Ryan Morgan
Lead source: Other · Tax: Demo City 10.75%
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 9
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledOct 29
DoneOct 19
PaidOct 1
ReviewAug 1
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$831.6977% margin
Customer For1.5 yearssince Apr 9, 2025
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewClicked linkAug 1, 2026Worth HavingWorth havingMargin 77%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$1,600.16Paid
$1,174.24Delivered
$893.26Profit
$4.01Chemical
$276.97Labor
9.23Hours
$425.92Paid ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 76.1% margin. Time is the estimate for that size.
October 2026
Paid $131.55Delivered $43.08Profit $31.32
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$21.55Paid
Delivered
Shrub & Bed Care - Fall Oil
Chemical $0.00Labor $11.76Profit $31.320.39 hr
Horticultural Oil
$43.08
September 2026
Paid $131.55Delivered $123.74Profit $95.79
Paid
Signature Lawn - 7 Visit
$55.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$21.55Paid
Delivered
Signature Lawn - Fall Feed & Disease Guard
Chemical $0.06Labor $13.33Profit $46.140.44 hr
0-0-25 Potash Liquid, Azoxystrobin 2SC
$59.53
Signature Lawn - Fall Feed & Disease Guard
Chemical $0.09Labor $14.47Profit $49.650.48 hr
0-0-25 Potash Liquid, Azoxystrobin 2SC
$64.21
August 2026
Paid $131.55Delivered $43.08Profit $31.32
Paid
Signature Lawn - 7 Visit
$55.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$21.55Paid
Delivered
Shrub & Bed Care - Late Summer Feed
Chemical $0.00Labor $11.76Profit $31.320.39 hr
16-4-8 Liquid Fertilizer
$43.08
July 2026
Paid $131.55Delivered $167.83Profit $127.65
Paid
Signature Lawn - 7 Visit
$55.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$21.55Paid
Delivered
Shrub & Bed Care - Summer Insect
Chemical $0.00Labor $11.76Profit $31.320.39 hr
Bifenthrin 7.9%
$43.08
Signature Lawn - Summer Feed
Chemical $0.24Labor $13.33Profit $46.360.44 hr
16-4-8 Liquid Fertilizer, Celsius WG
$59.93
Signature Lawn - Summer Feed
Chemical $0.36Labor $14.47Profit $49.980.48 hr
16-4-8 Liquid Fertilizer, Celsius WG
$64.81
June 2026
Paid $131.55Delivered $123.41Profit $95.60
Paid
Signature Lawn - 7 Visit
$55.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$21.55Paid
Delivered
Signature Lawn - Insect Shield
Chemical $0.00Labor $13.33Profit $46.060.44 hr
Bifenthrin 7.9%, Iron Plus 6%
$59.39
Signature Lawn - Insect Shield
Chemical $0.00Labor $14.47Profit $49.540.48 hr
Bifenthrin 7.9%, Iron Plus 6%
$64.01
May 2026
Paid $131.55Delivered $170.50Profit $129.11
Paid
Signature Lawn - 7 Visit
$55.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$21.55Paid
Delivered
Signature Lawn - Green-Up & Sedge
Chemical $1.09Labor $14.47Profit $50.850.48 hr
24-0-11 Granular, Sedgehammer Plus
$66.42
Signature Lawn - Green-Up & Sedge
Chemical $0.73Labor $13.33Profit $46.940.44 hr
24-0-11 Granular, Sedgehammer Plus
$61.00
Shrub & Bed Care - Disease Guard
Chemical $0.00Labor $11.76Profit $31.320.39 hr
Daconil Weatherstik
$43.08
April 2026
Paid $131.55Delivered $43.21Profit $31.39
Paid
Signature Lawn - 7 Visit
$55.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$21.55Paid
Delivered
Shrub & Bed Care - Spring Feed & Insect
Chemical $0.06Labor $11.76Profit $31.390.39 hr
Merit 75 WSP, 16-4-8 Liquid Fertilizer
$43.21
March 2026
Paid $131.55Delivered $123.74Profit $95.79
Paid
Signature Lawn - 7 Visit
$55.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$21.55Paid
Delivered
Signature Lawn - Weed Control & Feed
Chemical $0.06Labor $13.33Profit $46.140.44 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$59.53
Signature Lawn - Weed Control & Feed
Chemical $0.09Labor $14.47Profit $49.650.48 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$64.21
February 2026
Paid $131.55Delivered $103.01Profit $77.67
Paid
Signature Lawn - 7 Visit
$55.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$21.55Paid
Delivered
Signature Lawn - Pre-emergent Round 1
Chemical $0.24Labor $13.33Profit $46.360.44 hr
Prodiamine 65 WDG, Atrazine 4L, Spray Pattern Dye
$59.93
Shrub & Bed Care - Dormant Oil
Chemical $0.00Labor $11.76Profit $31.320.39 hr
Horticultural Oil
$43.08
January 2026
Paid $131.55Delivered $64.81Profit $49.98
Paid
Signature Lawn - 7 Visit
$55.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$21.55Paid
Delivered
Signature Lawn - Pre-emergent Round 1
Chemical $0.36Labor $14.47Profit $49.980.48 hr
Prodiamine 65 WDG, Atrazine 4L, Spray Pattern Dye
$64.81
December 2025
Paid $131.55
Paid
Signature Lawn - 7 Visit
$55.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$21.55Paid
Delivered
No work this month.
November 2025
Paid $131.55Delivered $124.75Profit $96.33
Paid
Signature Lawn - 7 Visit
$55.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$21.55Paid
Delivered
Signature Lawn - Winter Pre-emergent
Chemical $0.24Labor $13.33Profit $46.360.44 hr
Prodiamine 65 WDG, Atrazine 4L
$59.93
Signature Lawn - Winter Pre-emergent
Chemical $0.36Labor $14.47Profit $49.980.48 hr
Prodiamine 65 WDG, Atrazine 4L
$64.81
October 2025
Paid $21.55Delivered $43.08Profit $31.32
Paid
Shrub & Bed Care - 6 Visit
$21.55Paid
Delivered
Shrub & Bed Care - Fall Oil
Chemical $0.00Labor $11.76Profit $31.320.39 hr
Horticultural Oil
$43.08
Money for this customer
Revenue$1,086.20
Costs$0.00
Left After Costs$1,086.20
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 10/1/26 | Invoice | INV-2026-3690 | Paid | $117.68 |
| 9/1/26 | Invoice | INV-2026-3345 | Paid | $43.74 |
| 8/1/26 | Invoice | INV-2026-2953 | Paid | $161.42 |
| 7/1/26 | Invoice | INV-2026-2531 | Paid | $117.68 |
| 6/1/26 | Invoice | INV-2026-2093 | Paid | $161.42 |
| 5/1/26 | Invoice | INV-2026-1712 | Paid | $43.74 |
| 4/1/26 | Invoice | INV-2026-1313 | Paid | $117.68 |
| 3/1/26 | Invoice | INV-2026-0963 | Paid | $97.48 |
| 2/1/26 | Invoice | INV-2026-0636 | Paid | $63.94 |
| 12/1/25 | Invoice | INV-2025-0305 | Paid | $117.68 |
| 11/1/25 | Invoice | INV-2025-0057 | Paid | $43.74 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.