Soil Builder - 4 Visit
$24.52Paid
5
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Brandon Reed
Lead source: Door Hanger · 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.
LeadJan 27
ContactedSkipped
EstimateDec 5
SentDec 6
WonSkipped
ScheduledSkipped
DoneOct 16
PaidSep 1
ReviewOct 16
Review · Step 9 of 9 · 3 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$735.1681% margin
Customer For1.7 yearssince Jan 27, 2025
Pay SpeedNo data yetaverage days to pay
Callbacks1re-dos logged
ReviewAskedOct 16, 2026Worth HavingWorth havingMargin 81%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$1,006.17Paid
$1,021.77Delivered
$865.02Profit
$1.69Chemical
$155.06Labor
5.17Hours
$15.60Work ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 84.7% margin. Time is the estimate for that size.
October 2026
Paid $64.52Delivered $128.84Profit $101.43
Delivered
Soil Builder - Fall Potash
Chemical $0.00Labor $13.71Profit $59.710.46 hr
0-0-25 Potash Liquid, Humic 12
$73.42
Essential Lawn - Fall Pre-emergent
Chemical $0.26Labor $13.44Profit $41.720.45 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$55.42
September 2026
Paid $514.52
Paid
Soil Builder - 4 Visit
$24.52Paid
Pond Clear - 3 Visit
$450.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
No work this month.
August 2026
Paid $64.52Delivered $204.86Profit $180.41
Paid
Soil Builder - 4 Visit
$24.52Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $13.44Profit $41.410.45 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$54.86
Pond Clear - Late Summer Pond Treatment
Chemical $0.00Labor $11.00Profit $139.000.37 hr
Diquat Aquatic
$150.00
July 2026
Paid $64.52Delivered $73.61Profit $59.83
Paid
Soil Builder - 4 Visit
$24.52Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Soil Builder - Summer Soil Boost
Chemical $0.07Labor $13.71Profit $59.830.46 hr
Liquid Aeration, Soil Wetting Agent
$73.61
June 2026
Paid $64.52Delivered $206.83Profit $181.49
Paid
Soil Builder - 4 Visit
$24.52Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Essential Lawn - Summer Feed & Weed
Chemical $0.90Labor $13.44Profit $42.490.45 hr
24-0-11 Granular, Celsius WG
$56.83
Pond Clear - Summer Pond Treatment
Chemical $0.00Labor $11.00Profit $139.000.37 hr
Diquat Aquatic
$150.00
May 2026
Paid $64.52Delivered $73.61Profit $59.83
Paid
Soil Builder - 4 Visit
$24.52Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Soil Builder - Wetting Agent
Chemical $0.07Labor $13.71Profit $59.830.46 hr
Soil Wetting Agent, Humic 12
$73.61
April 2026
Paid $64.52Delivered $205.00Profit $180.49
Paid
Soil Builder - 4 Visit
$24.52Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Pond Clear - Spring Pond Treatment
Chemical $0.00Labor $11.00Profit $139.000.37 hr
Diquat Aquatic
$150.00
Essential Lawn - Spring Green-Up
Chemical $0.06Labor $13.44Profit $41.490.45 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$55.00
March 2026
Paid $64.52Delivered $73.61Profit $59.83
Paid
Soil Builder - 4 Visit
$24.52Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Soil Builder - Liquid Aeration
Chemical $0.07Labor $13.71Profit $59.830.46 hr
Liquid Aeration, Humic 12
$73.61
February 2026
Paid $40.00Delivered $55.42Profit $41.72
Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Essential Lawn - Pre-emergent & Feed
Chemical $0.26Labor $13.44Profit $41.720.45 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$55.42
Money for this customer
Revenue$907.16
Costs$0.00
Left After Costs$907.16
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 9/1/26 | Invoice | INV-2026-3361 | Paid | $218.66 |
| 8/1/26 | Invoice | INV-2026-2968 | Paid | $67.14 |
| 7/1/26 | Invoice | INV-2026-2547 | Paid | $218.66 |
| 6/1/26 | Invoice | INV-2026-2103 | Paid | $67.14 |
| 5/1/26 | Invoice | INV-2026-1721 | Paid | $218.66 |
| 4/1/26 | Invoice | INV-2026-1320 | Paid | $67.14 |
| 3/1/26 | Invoice | INV-2026-0978 | Paid | $49.76 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.