Premier Lawn - 9 Visit
$70.00Paid
12
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Chris Mitchell
Lead source: Other · 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.
HOA
LeadApr 5
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledNov 2
DoneOct 19
PaidSep 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$606.7972% margin
Customer For201 dayssince Apr 5, 2026
Pay SpeedNo data yetaverage days to pay
Callbacks1re-dos logged
ReviewNot askedask from the Reviews tabWorth HavingWorth havingMargin 72%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$1,049.17Paid
$871.95Delivered
$668.45Profit
$2.54Chemical
$200.97Labor
6.70Hours
$177.22Paid ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 76.7% margin. Time is the estimate for that size.
October 2026
Paid $90.92Delivered $110.45Profit $84.19
Delivered
Premier Lawn - Fall Disease Guard
Chemical $0.10Labor $14.67Profit $53.870.49 hr
Azoxystrobin 2SC, 0-0-25 Potash Liquid
$68.63
Shrub & Bed Care - Fall Oil
Chemical $0.00Labor $11.50Profit $30.320.38 hr
Horticultural Oil
$41.82
September 2026
Paid $90.92
Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$20.92Paid
Delivered
No work this month.
August 2026
Paid $90.92Delivered $110.45Profit $84.19
Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$20.92Paid
Delivered
Premier Lawn - Late Summer Feed
Chemical $0.10Labor $14.67Profit $53.870.49 hr
16-4-8 Liquid Fertilizer, Soil Wetting Agent
$68.63
Shrub & Bed Care - Late Summer Feed
Chemical $0.00Labor $11.50Profit $30.320.38 hr
16-4-8 Liquid Fertilizer
$41.82
July 2026
Paid $90.92Delivered $110.26Profit $84.10
Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$20.92Paid
Delivered
Shrub & Bed Care - Summer Insect
Chemical $0.00Labor $11.50Profit $30.320.38 hr
Bifenthrin 7.9%
$41.82
Premier Lawn - Insect & Iron
Chemical $0.00Labor $14.67Profit $53.770.49 hr
Bifenthrin 7.9%, Iron Plus 6%
$68.44
June 2026
Paid $90.92Delivered $68.63Profit $53.87
Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$20.92Paid
Delivered
Premier Lawn - Summer Feed & Sedge
Chemical $0.10Labor $14.67Profit $53.870.49 hr
16-4-8 Liquid Fertilizer, Dismiss South
$68.63
May 2026
Paid $90.92Delivered $110.45Profit $84.19
Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$20.92Paid
Delivered
Premier Lawn - Grub Prevention
Chemical $0.10Labor $14.67Profit $53.870.49 hr
Acelepryn, Humic 12
$68.63
Shrub & Bed Care - Disease Guard
Chemical $0.00Labor $11.50Profit $30.320.38 hr
Daconil Weatherstik
$41.82
April 2026
Paid $90.92Delivered $112.26Profit $85.10
Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$20.92Paid
Delivered
Premier Lawn - Spring Green-Up
Chemical $0.96Labor $14.67Profit $54.730.49 hr
24-0-11 Granular, Iron Plus 6%
$70.36
Shrub & Bed Care - Spring Feed & Insect
Chemical $0.04Labor $11.50Profit $30.360.38 hr
Merit 75 WSP, 16-4-8 Liquid Fertilizer
$41.90
March 2026
Paid $90.92
Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$20.92Paid
Delivered
No work this month.
February 2026
Paid $90.92Delivered $68.63Profit $53.87
Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$20.92Paid
Delivered
Premier Lawn - Broadleaf & Feed
Chemical $0.10Labor $14.67Profit $53.870.49 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$68.63
January 2026
Paid $90.92Delivered $111.03Profit $84.48
Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$20.92Paid
Delivered
Premier Lawn - Pre-emergent Round 1
Chemical $0.38Labor $14.67Profit $54.160.49 hr
Prodiamine 65 WDG, Atrazine 4L
$69.21
Shrub & Bed Care - Dormant Oil
Chemical $0.00Labor $11.50Profit $30.320.38 hr
Horticultural Oil
$41.82
December 2025
Paid $70.00
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
No work this month.
November 2025
Paid $70.00Delivered $69.78Profit $54.45
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Winter Pre-emergent
Chemical $0.67Labor $14.67Profit $54.450.49 hr
Prodiamine 65 WDG, Celsius WG
$69.78
Money for this customer
Revenue$843.32
Costs$0.00
Left After Costs$843.32
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 9/1/26 | Invoice | INV-2026-3357 | Paid | $126.28 |
| 8/1/26 | Invoice | INV-2026-2964 | Paid | $126.28 |
| 7/1/26 | Invoice | INV-2026-2543 | Paid | $70.64 |
| 6/1/26 | Invoice | INV-2026-2101 | Paid | $126.28 |
| 5/1/26 | Invoice | INV-2026-1722 | Paid | $126.28 |
| 3/1/26 | Invoice | INV-2026-0971 | Paid | $70.64 |
| 2/1/26 | Invoice | INV-2026-0639 | Paid | $126.28 |
| 12/1/25 | Invoice | INV-2025-0308 | Paid | $70.64 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.