Signature Lawn - 7 Visit
$55.00Paid
4
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Sam Phillips
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.
LeadNov 29
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledOct 24
DoneOct 22
PaidOct 1
ReviewOct 23
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$735.8378% margin
Customer For3.9 yearssince Nov 29, 2022
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewAskedOct 23, 2026Worth HavingWorth havingMargin 78%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$1,058.39Paid
$982.29Delivered
$739.00Profit
$2.07Chemical
$241.23Labor
8.04Hours
$76.10Paid ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 75.2% margin. Time is the estimate for that size.
October 2026
Paid $101.67Delivered $42.38Profit $30.73
Paid
Shrub & Bed Care - 6 Visit
$21.20Paid
Fire Ant & Flea - 2 Visit
$10.82Paid
Bed & Gravel Weed Control
$14.65Paid
Delivered
Shrub & Bed Care - Fall Oil
Chemical $0.00Labor $11.65Profit $30.730.39 hr
Horticultural Oil
$42.38
September 2026
Paid $101.67Delivered $103.92Profit $78.08
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$21.20Paid
Fire Ant & Flea - 2 Visit
$10.82Paid
Bed & Gravel Weed Control
$14.65Paid
Delivered
Signature Lawn - Fall Feed & Disease Guard
Chemical $0.07Labor $13.67Profit $46.200.46 hr
0-0-25 Potash Liquid, Azoxystrobin 2SC
$59.94
Bed & Gravel Weed Control - Fall Barrier
Chemical $0.03Labor $12.07Profit $31.880.40 hr
Indaziflam Surface, Glyphosate 41%
$43.98
August 2026
Paid $101.67Delivered $107.32Profit $81.93
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$21.20Paid
Fire Ant & Flea - 2 Visit
$10.82Paid
Bed & Gravel Weed Control
$14.65Paid
Delivered
Fire Ant & Flea - Fall Ant Bait
Chemical $0.07Labor $13.67Profit $51.200.46 hr
Fire Ant Bait
$64.94
Shrub & Bed Care - Late Summer Feed
Chemical $0.00Labor $11.65Profit $30.730.39 hr
16-4-8 Liquid Fertilizer
$42.38
July 2026
Paid $101.67Delivered $146.66Profit $108.99
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$21.20Paid
Fire Ant & Flea - 2 Visit
$10.82Paid
Bed & Gravel Weed Control
$14.65Paid
Delivered
Bed & Gravel Weed Control - Spot Spray 2
Chemical $0.00Labor $12.07Profit $31.850.40 hr
Glyphosate 41%
$43.92
Shrub & Bed Care - Summer Insect
Chemical $0.00Labor $11.65Profit $30.730.39 hr
Bifenthrin 7.9%
$42.38
Signature Lawn - Summer Feed
Chemical $0.28Labor $13.67Profit $46.410.46 hr
16-4-8 Liquid Fertilizer, Celsius WG
$60.36
June 2026
Paid $101.67Delivered $59.80Profit $46.13
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$21.20Paid
Fire Ant & Flea - 2 Visit
$10.82Paid
Bed & Gravel Weed Control
$14.65Paid
Delivered
Signature Lawn - Insect Shield
Chemical $0.00Labor $13.67Profit $46.130.46 hr
Bifenthrin 7.9%, Iron Plus 6%
$59.80
May 2026
Paid $101.67Delivered $147.78Profit $109.55
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$21.20Paid
Fire Ant & Flea - 2 Visit
$10.82Paid
Bed & Gravel Weed Control
$14.65Paid
Delivered
Signature Lawn - Green-Up & Sedge
Chemical $0.84Labor $13.67Profit $46.970.46 hr
24-0-11 Granular, Sedgehammer Plus
$61.48
Bed & Gravel Weed Control - Spot Spray 1
Chemical $0.00Labor $12.07Profit $31.850.40 hr
Glyphosate 41%
$43.92
Shrub & Bed Care - Disease Guard
Chemical $0.00Labor $11.65Profit $30.730.39 hr
Daconil Weatherstik
$42.38
April 2026
Paid $101.67Delivered $64.94Profit $51.20
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$21.20Paid
Fire Ant & Flea - 2 Visit
$10.82Paid
Bed & Gravel Weed Control
$14.65Paid
Delivered
Fire Ant & Flea - Spring Ant Bait
Chemical $0.07Labor $13.67Profit $51.200.46 hr
Fire Ant Bait
$64.94
March 2026
Paid $90.85Delivered $102.42Profit $76.98
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$21.20Paid
Bed & Gravel Weed Control
$14.65Paid
Delivered
Signature Lawn - Weed Control & Feed
Chemical $0.07Labor $13.67Profit $46.200.46 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$59.94
Shrub & Bed Care - Spring Feed & Insect
Chemical $0.05Labor $11.65Profit $30.780.39 hr
Merit 75 WSP, 16-4-8 Liquid Fertilizer
$42.48
February 2026
Paid $90.85Delivered $86.36Profit $62.61
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$21.20Paid
Bed & Gravel Weed Control
$14.65Paid
Delivered
Shrub & Bed Care - Dormant Oil
Chemical $0.00Labor $11.65Profit $30.730.39 hr
Horticultural Oil
$42.38
Bed & Gravel Weed Control - Pre-emergent Barrier
Chemical $0.03Labor $12.07Profit $31.880.40 hr
Indaziflam Surface, Spray Pattern Dye
$43.98
January 2026
Paid $55.00Delivered $60.36Profit $46.41
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Pre-emergent Round 1
Chemical $0.28Labor $13.67Profit $46.410.46 hr
Prodiamine 65 WDG, Atrazine 4L, Spray Pattern Dye
$60.36
December 2025
Paid $55.00
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
No work this month.
November 2025
Paid $55.00Delivered $60.36Profit $46.41
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Winter Pre-emergent
Chemical $0.28Labor $13.67Profit $46.410.46 hr
Prodiamine 65 WDG, Atrazine 4L
$60.36
Money for this customer
Revenue$942.40
Costs$0.00
Left After Costs$942.40
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 10/1/26 | Invoice | INV-2026-3707 | Paid | $103.60 |
| 9/1/26 | Invoice | INV-2026-3358 | Paid | $108.60 |
| 8/1/26 | Invoice | INV-2026-2966 | Paid | $150.40 |
| 7/1/26 | Invoice | INV-2026-2544 | Paid | $56.80 |
| 6/1/26 | Invoice | INV-2026-2101 | Paid | $150.40 |
| 5/1/26 | Invoice | INV-2026-1718 | Paid | $61.80 |
| 4/1/26 | Invoice | INV-2026-1319 | Paid | $103.60 |
| 3/1/26 | Invoice | INV-2026-0975 | Paid | $93.60 |
| 2/1/26 | Invoice | INV-2026-0646 | Paid | $56.80 |
| 12/1/25 | Invoice | INV-2025-0307 | Paid | $56.80 |
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.