Premier Lawn - 9 Visit
$70.00Paid
4
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Sam Taylor
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.
LeadJun 7
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledNov 15
DoneOct 10
PaidOct 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$755.1682% margin
Customer For1.4 yearssince Jun 7, 2025
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewNot askedask from the Reviews tabWorth HavingWorth havingMargin 82%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$1,046.07Paid
$964.30Delivered
$762.99Profit
$3.22Chemical
$198.10Labor
6.60Hours
$81.77Paid ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 79.1% margin. Time is the estimate for that size.
October 2026
Paid $95.76Delivered $77.09Profit $61.86
Delivered
Soil Builder - Fall Potash
Chemical $0.00Labor $15.24Profit $61.860.51 hr
0-0-25 Potash Liquid, Humic 12
$77.09
September 2026
Paid $95.76Delivered $72.34Profit $56.99
Paid
Premier Lawn - 9 Visit
$70.00Paid
Soil Builder - 4 Visit
$25.76Paid
Delivered
Premier Lawn - Fall Disease Guard
Chemical $0.11Labor $15.24Profit $56.990.51 hr
Azoxystrobin 2SC, 0-0-25 Potash Liquid
$72.34
August 2026
Paid $95.76Delivered $72.34Profit $56.99
Paid
Premier Lawn - 9 Visit
$70.00Paid
Soil Builder - 4 Visit
$25.76Paid
Delivered
Premier Lawn - Late Summer Feed
Chemical $0.11Labor $15.24Profit $56.990.51 hr
16-4-8 Liquid Fertilizer, Soil Wetting Agent
$72.34
July 2026
Paid $95.76Delivered $149.43Profit $118.84
Paid
Premier Lawn - 9 Visit
$70.00Paid
Soil Builder - 4 Visit
$25.76Paid
Delivered
Premier Lawn - Insect & Iron
Chemical $0.00Labor $15.24Profit $56.860.51 hr
Bifenthrin 7.9%, Iron Plus 6%
$72.09
Soil Builder - Summer Soil Boost
Chemical $0.11Labor $15.24Profit $61.990.51 hr
Liquid Aeration, Soil Wetting Agent
$77.34
June 2026
Paid $95.76Delivered $72.34Profit $56.99
Paid
Premier Lawn - 9 Visit
$70.00Paid
Soil Builder - 4 Visit
$25.76Paid
Delivered
Premier Lawn - Summer Feed & Sedge
Chemical $0.11Labor $15.24Profit $56.990.51 hr
16-4-8 Liquid Fertilizer, Dismiss South
$72.34
May 2026
Paid $95.76Delivered $149.68Profit $118.98
Paid
Premier Lawn - 9 Visit
$70.00Paid
Soil Builder - 4 Visit
$25.76Paid
Delivered
Premier Lawn - Grub Prevention
Chemical $0.11Labor $15.24Profit $56.990.51 hr
Acelepryn, Humic 12
$72.34
Soil Builder - Wetting Agent
Chemical $0.11Labor $15.24Profit $61.990.51 hr
Soil Wetting Agent, Humic 12
$77.34
April 2026
Paid $95.76Delivered $74.54Profit $58.19
Paid
Premier Lawn - 9 Visit
$70.00Paid
Soil Builder - 4 Visit
$25.76Paid
Delivered
Premier Lawn - Spring Green-Up
Chemical $1.11Labor $15.24Profit $58.190.51 hr
24-0-11 Granular, Iron Plus 6%
$74.54
March 2026
Paid $95.76Delivered $77.34Profit $61.99
Paid
Premier Lawn - 9 Visit
$70.00Paid
Soil Builder - 4 Visit
$25.76Paid
Delivered
Soil Builder - Liquid Aeration
Chemical $0.11Labor $15.24Profit $61.990.51 hr
Liquid Aeration, Humic 12
$77.34
February 2026
Paid $70.00Delivered $72.34Profit $56.99
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Broadleaf & Feed
Chemical $0.11Labor $15.24Profit $56.990.51 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$72.34
January 2026
Paid $70.00Delivered $73.07Profit $57.39
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Pre-emergent Round 1
Chemical $0.44Labor $15.24Profit $57.390.51 hr
Prodiamine 65 WDG, Atrazine 4L
$73.07
December 2025
Paid $70.00
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
No work this month.
November 2025
Paid $70.00Delivered $73.80Profit $57.79
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Winter Pre-emergent
Chemical $0.78Labor $15.24Profit $57.790.51 hr
Prodiamine 65 WDG, Celsius WG
$73.80
Money for this customer
Revenue$923.88
Costs$0.00
Left After Costs$923.88
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 10/1/26 | Invoice | INV-2026-3704 | Paid | $75.74 |
| 9/1/26 | Invoice | INV-2026-3356 | Paid | $75.74 |
| 8/1/26 | Invoice | INV-2026-2963 | Paid | $156.48 |
| 7/1/26 | Invoice | INV-2026-2541 | Paid | $75.74 |
| 6/1/26 | Invoice | INV-2026-2098 | Paid | $156.48 |
| 5/1/26 | Invoice | INV-2026-1716 | Paid | $75.74 |
| 4/1/26 | Invoice | INV-2026-1316 | Paid | $80.74 |
| 3/1/26 | Invoice | INV-2026-0974 | Paid | $75.74 |
| 2/1/26 | Invoice | INV-2026-0643 | Paid | $75.74 |
| 12/1/25 | Invoice | INV-2025-0304 | Paid | $75.74 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.