Claire Gautreaux

(337)555-0128 claire.gautreaux@example.com 2922 Caroljack Drive, Baton Rouge LA 70816

Lead source: Website · Tax: Demo City 10.75%

Call Text Email Directions Invoices Contract Offer Add-on Payment Methods

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.

Help Article

LeadAug 13

ContactedOct 18

EstimateSep 19

SentOct 22

WonOct 15

ScheduledOct 29

DoneOct 18

PaidOct 1

ReviewAug 16

Sent · Step 4 of 9

Next: Follow Up by Text Waiting 2 days

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.

Help Article

Lifetime ValueNo data yetfills in with the first payment Balance$96.198 days late

Profit, 12 Months$814.1574% margin

Customer For2.2 yearssince Aug 13, 2024

Pay SpeedNo data yetaverage days to pay

Callbacks0re-dos logged

ReviewAskedAug 16, 2026

Worth HavingWorth havingMargin 74%

EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route

Service History

What was put on the yard. This is the record, not the bill.

Chemicals Used

Turf

0-0-25 Potash Liquid1.77 Pints
16-4-8 Liquid Fertilizer0.62 Gallons
24-0-11 Granular25.87 Pounds
Atrazine 4L5.2 Ounces
Azoxystrobin 2SC4.86 Ounces
Celsius WG0.56 Ounces
Fire Ant Bait0.41 Pounds
Iron Plus 6%1.19 Pints
Nonionic Surfactant3.43 Ounces
Prodiamine 65 WDG2.31 Ounces
SpeedZone Southern EW6.97 Ounces

Landscape

Mosquito Barrier10.47 Ounces

Surface

Glyphosate 41%8.97 Ounces
Indaziflam Surface0.39 Ounces
Spray Pattern Dye0.92 Ounces

10/18/26 Essential Lawn - Fall Pre-emergentAnna James - Home · Prodiamine 65 WDG, 0-0-25 Potash Liquid78 °F · Wind 7 mph S · Humidity 79% · Soil Moist · Rain Yes

Applied on TurfOpen water NoSensitive area No

08:12:00 to 08:31:00 · 19 min · Paige Savoie

Product	Where	Used	Rate	How
Prodiamine 65 WDG EPA 100-834-DEMO Prodiamine 65%	Turf	1.12 Ounces	0.18 Fluid Ounce / 1,000 Square Ft.	Hose Reel
0-0-25 Potash Liquid K 25%	Turf	1.77 Pints	4 Fluid Ounce / 1,000 Square Ft.	Hose Reel

10/2/26 Mosquito Shield - Mosquito Visit 7Anna James - Home · Mosquito Barrier83 °F · Wind 3 mph NE · Humidity 83% · Soil Dry

Applied on LandscapeOpen water NoSensitive area No

10:05:00 to 10:26:00 · 21 min · Paige Savoie

Product	Where	Used	Rate	How
Mosquito Barrier EPA 279-3206-DEMO BifenthrinPrallethrin	Landscape	1.57 Ounces	0.75 Fluid Ounce / 1,000 Square Ft.	Hose Reel

10/2/26 Large Patch Guard - Large Patch 1Anna James - Home · Azoxystrobin 2SC82 °F · Wind 7 mph NE · Humidity 83% · Soil Dry

Applied on TurfOpen water NoSensitive area No

09:27:00 to 09:45:00 · 18 min · Paige Savoie

Product	Where	Used	Rate	How
Azoxystrobin 2SC EPA 70506-DEMO Azoxystrobin 22.9%	Turf	2.48 Ounces	0.38 Fluid Ounce / 1,000 Square Ft.	Hose Reel

9/10/26 Bed & Gravel Weed Control - Fall BarrierAnna James - Home · Indaziflam Surface, Glyphosate 41%91 °F · Wind 0 mph NW · Humidity 72% · Soil Dry

Applied on SurfaceOpen water NoSensitive area No

07:48:00 to 08:09:00 · 21 min · Paige Savoie

Product	Where	Used	Rate	How
Indaziflam Surface EPA 432-1561-DEMO Indaziflam 19%	Surface	0.2 Ounces	0.1 Fluid Ounce / 1,000 Square Ft.	Hose Reel
Glyphosate 41% EPA 524-475-DEMO Glyphosate 41%	Surface	3 Ounces	1.5 Fluid Ounce / 1,000 Square Ft.	Hose Reel

9/6/26 Mosquito Shield - Mosquito Visit 6Anna James - Home · Mosquito Barrier85 °F · Wind 13 mph SW · Humidity 84% · Soil Wet

Applied on LandscapeOpen water NoSensitive area No

07:54:00 to 08:15:00 · 21 min · Paige Savoie

Product	Where	Used	Rate	How
Mosquito Barrier EPA 279-3206-DEMO BifenthrinPrallethrin	Landscape	1.53 Ounces	0.75 Fluid Ounce / 1,000 Square Ft.	Hose Reel

9/1/26 Fire Ant & Flea - Fall Ant BaitAnna James - Home · Fire Ant Bait86 °F · Wind 7 mph SE · Humidity 49% · Soil Dry

Applied on TurfOpen water NoSensitive area No

08:06:00 to 08:24:00 · 18 min · Paige Savoie

Product	Where	Used	Rate	How
Fire Ant Bait EPA 499-370-DEMO Hydramethylnon 0.73%	Turf	0.2 Pounds	0.03 Pound / 1,000 Square Ft.	Hose Reel

8/15/26 Essential Lawn - Late Summer FeedAnna James - Home · 16-4-8 Liquid Fertilizer, Iron Plus 6%92 °F · Wind 6 mph SE · Humidity 67% · Soil Moist · Rain Yes

Applied on TurfOpen water NoSensitive area No

09:32:00 to 09:53:00 · 21 min · Paige Savoie

Product	Where	Used	Rate	How
16-4-8 Liquid Fertilizer N 16%P 4%K 8%	Turf	1.18 Quarts	6 Fluid Ounce / 1,000 Square Ft.	Hose Reel
Iron Plus 6% Iron 6%Sulfur 4%	Turf	1.19 Pints	3 Fluid Ounce / 1,000 Square Ft.	Hose Reel

7/28/26 Mosquito Shield - Mosquito Visit 5Anna James - Home · Mosquito Barrier87 °F · Wind 11 mph NE · Humidity 64% · Soil Wet

Applied on LandscapeOpen water NoSensitive area No

07:58:00 to 08:19:00 · 21 min · Paige Savoie

Product	Where	Used	Rate	How
Mosquito Barrier EPA 279-3206-DEMO BifenthrinPrallethrin	Landscape	1.46 Ounces	0.75 Fluid Ounce / 1,000 Square Ft.	Hose Reel

7/2/26 Bed & Gravel Weed Control - Spot Spray 2Anna James - Home · Glyphosate 41%91 °F · Wind 1 mph SE · Humidity 89% · Soil Moist

Applied on SurfaceOpen water NoSensitive area No

08:36:00 to 08:57:00 · 21 min · Paige Savoie

Product	Where	Used	Rate	How
Glyphosate 41% EPA 524-475-DEMO Glyphosate 41%	Surface	2.82 Ounces	1.5 Fluid Ounce / 1,000 Square Ft.	Hose Reel

6/27/26 Mosquito Shield - Mosquito Visit 4Anna James - Home · Mosquito Barrier95 °F · Wind 13 mph NE · Humidity 55% · Soil Moist

Applied on LandscapeOpen water NoSensitive area No

08:15:00 to 08:36:00 · 21 min · Paige Savoie

Product	Where	Used	Rate	How
Mosquito Barrier EPA 279-3206-DEMO BifenthrinPrallethrin	Landscape	1.49 Ounces	0.75 Fluid Ounce / 1,000 Square Ft.	Hose Reel

6/14/26 Essential Lawn - Summer Feed & WeedAnna James - Home · 24-0-11 Granular, Celsius WG90 °F · Wind 7 mph N · Humidity 82% · Soil Dry

Applied on TurfOpen water NoSensitive area No

09:23:00 to 09:43:00 · 20 min · Paige Savoie

Product	Where	Used	Rate	How
24-0-11 Granular N 24%K 11%	Turf	25.87 Pounds	4 Pound / 1,000 Square Ft.	Hose Reel
Celsius WG EPA 432-1507-DEMO ThiencarbazoneIodosulfuronDicamba	Turf	0.56 Ounces	0.09 Fluid Ounce / 1,000 Square Ft.	Hose Reel

5/30/26 Mosquito Shield - Mosquito Visit 3Anna James - Home · Mosquito Barrier81 °F · Wind 5 mph S · Humidity 90% · Soil Moist

Applied on LandscapeOpen water NoSensitive area No

07:57:00 to 08:18:00 · 21 min · Paige Savoie

Product	Where	Used	Rate	How
Mosquito Barrier EPA 279-3206-DEMO BifenthrinPrallethrin	Landscape	1.51 Ounces	0.75 Fluid Ounce / 1,000 Square Ft.	Hose Reel

5/3/26 Bed & Gravel Weed Control - Spot Spray 1Anna James - Home · Glyphosate 41%86 °F · Wind 2 mph NW · Humidity 81% · Soil Wet · Rain Yes

Applied on SurfaceOpen water NoSensitive area No

08:41:00 to 09:03:00 · 22 min · Paige Savoie

Product	Where	Used	Rate	How
Glyphosate 41% EPA 524-475-DEMO Glyphosate 41%	Surface	3.15 Ounces	1.5 Fluid Ounce / 1,000 Square Ft.	Hose Reel

4/26/26 Mosquito Shield - Mosquito Visit 2Anna James - Home · Mosquito Barrier76 °F · Wind 7 mph NW · Humidity 82% · Soil Moist

Applied on LandscapeOpen water NoSensitive area No

08:10:00 to 08:29:00 · 19 min · Paige Savoie

Product	Where	Used	Rate	How
Mosquito Barrier EPA 279-3206-DEMO BifenthrinPrallethrin	Landscape	1.53 Ounces	0.75 Fluid Ounce / 1,000 Square Ft.	Hose Reel

4/21/26 Fire Ant & Flea - Spring Ant BaitAnna James - Home · Fire Ant Bait74 °F · Wind 1 mph SW · Humidity 53% · Soil Moist

Applied on TurfOpen water NoSensitive area No

08:08:00 to 08:26:00 · 18 min · Jalen Mouton

Product	Where	Used	Rate	How
Fire Ant Bait EPA 499-370-DEMO Hydramethylnon 0.73%	Turf	0.21 Pounds	0.03 Pound / 1,000 Square Ft.	Hose Reel

4/20/26 Essential Lawn - Spring Green-UpAnna James - Home · 16-4-8 Liquid Fertilizer, SpeedZone Southern EW76 °F · Wind 13 mph N · Humidity 88% · Soil Moist

Applied on TurfOpen water NoSensitive area No

09:32:00 to 09:51:00 · 19 min · Paige Savoie

Product	Where	Used	Rate	How
16-4-8 Liquid Fertilizer N 16%P 4%K 8%	Turf	1.29 Quarts	6 Fluid Ounce / 1,000 Square Ft.	Hose Reel
SpeedZone Southern EW EPA 2217-1053-DEMO 24-DMecopropDicambaCarfentrazone	Turf	6.97 Ounces	1.1 Fluid Ounce / 1,000 Square Ft.	Hose Reel

3/29/26 Mosquito Shield - Mosquito Visit 1Anna James - Home · Mosquito Barrier70 °F · Wind 1 mph SW · Humidity 89% · Soil Moist

Applied on LandscapeOpen water NoSensitive area No

08:16:00 to 08:36:00 · 20 min · Paige Savoie

Product	Where	Used	Rate	How
Mosquito Barrier EPA 279-3206-DEMO BifenthrinPrallethrin	Landscape	1.38 Ounces	0.75 Fluid Ounce / 1,000 Square Ft.	Hose Reel

3/7/26 Large Patch Guard - Large Patch 3Anna James - Home · Azoxystrobin 2SC66 °F · Wind 12 mph NE · Humidity 66% · Soil Wet

Applied on TurfOpen water NoSensitive area No

09:33:00 to 09:53:00 · 20 min · Paige Savoie

Product	Where	Used	Rate	How
Azoxystrobin 2SC EPA 70506-DEMO Azoxystrobin 22.9%	Turf	2.38 Ounces	0.38 Fluid Ounce / 1,000 Square Ft.	Hose Reel

2/19/26 Bed & Gravel Weed Control - Pre-emergent BarrierAnna James - Home · Indaziflam Surface, Spray Pattern Dye64 °F · Wind 13 mph SW · Humidity 87% · Soil Dry

Applied on SurfaceOpen water NoSensitive area No

08:02:00 to 08:21:00 · 19 min · Paige Savoie

Product	Where	Used	Rate	How
Indaziflam Surface EPA 432-1561-DEMO Indaziflam 19%	Surface	0.19 Ounces	0.1 Fluid Ounce / 1,000 Square Ft.	Hose Reel
Spray Pattern Dye Blue dye	Surface	0.92 Ounces	0.5 Fluid Ounce / 1,000 Square Ft.	Hose Reel

2/8/26 Essential Lawn - Pre-emergent & FeedAnna James - Home · Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant70 °F · Wind 9 mph NE · Humidity 84% · Soil Moist

Applied on TurfOpen water NoSensitive area No

09:52:00 to 10:14:00 · 22 min · Paige Savoie

Product	Where	Used	Rate	How
Prodiamine 65 WDG EPA 100-834-DEMO Prodiamine 65%	Turf	1.19 Ounces	0.18 Fluid Ounce / 1,000 Square Ft.	Hose Reel
Atrazine 4L EPA 100-497-DEMO Atrazine 42.6%	Turf	5.2 Ounces	0.75 Fluid Ounce / 1,000 Square Ft.	Hose Reel
Nonionic Surfactant Alkylphenol ethoxylate	Turf	3.43 Ounces	0.5 Fluid Ounce / 1,000 Square Ft.	Hose Reel

10/29/25 Large Patch Guard - Large Patch 2Anna James - Home · Propiconazole 14.377 °F · Wind 5 mph E · Humidity 48% · Soil Moist

Applied on TurfOpen water NoSensitive area No

08:07:00 to 08:26:00 · 19 min · Paige Savoie

Product	Where	Used	Rate	How
Propiconazole 14.3 EPA 60063-DEMO Propiconazole 14.3%	Turf	6.53 Ounces	1 Fluid Ounce / 1,000 Square Ft.	Hose Reel