Premier Lawn - 9 Visit
$69.00Paid
8
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Joseph Clark
Lead source: Facebook · 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.
LeadFeb 10
ContactedSkipped
Site SurveySkipped
EstimateOct 18
SentOct 19 · 2 views
Won
ScheduledNov 1
DoneOct 7
PaidSep 1
Review
Sent · Step 5 of 10 · 2 skipped
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$415.9978% margin
Customer For2.7 yearssince Feb 10, 2024
Pay SpeedNo data yetaverage days to pay
Callbacks1re-dos logged
ReviewNot askedask from the Reviews tabWorth HavingWorth havingMargin 78%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$828.00Paid
$617.67Delivered
$487.25Profit
$2.21Chemical
$128.21Labor
4.27Hours
$210.33Paid ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 78.9% margin. Time is the estimate for that size.
October 2026
Paid $69.00Delivered $68.28Profit $53.95
Paid
Delivered
Premier Lawn - Fall Disease Guard
Chemical $0.09Labor $14.25Profit $53.950.47 hr
Azoxystrobin 2SC, 0-0-25 Potash Liquid
$68.28
September 2026
Paid $69.00
Paid
Premier Lawn - 9 Visit
$69.00Paid
Delivered
No work this month.
August 2026
Paid $69.00Delivered $68.28Profit $53.95
Paid
Premier Lawn - 9 Visit
$69.00Paid
Delivered
Premier Lawn - Late Summer Feed
Chemical $0.09Labor $14.25Profit $53.950.47 hr
16-4-8 Liquid Fertilizer, Soil Wetting Agent
$68.28
July 2026
Paid $69.00Delivered $68.09Profit $53.84
Paid
Premier Lawn - 9 Visit
$69.00Paid
Delivered
Premier Lawn - Insect & Iron
Chemical $0.00Labor $14.25Profit $53.840.47 hr
Bifenthrin 7.9%, Iron Plus 6%
$68.09
June 2026
Paid $69.00Delivered $68.28Profit $53.95
Paid
Premier Lawn - 9 Visit
$69.00Paid
Delivered
Premier Lawn - Summer Feed & Sedge
Chemical $0.09Labor $14.25Profit $53.950.47 hr
16-4-8 Liquid Fertilizer, Dismiss South
$68.28
May 2026
Paid $69.00Delivered $68.28Profit $53.95
Paid
Premier Lawn - 9 Visit
$69.00Paid
Delivered
Premier Lawn - Grub Prevention
Chemical $0.09Labor $14.25Profit $53.950.47 hr
Acelepryn, Humic 12
$68.28
April 2026
Paid $69.00Delivered $69.96Profit $54.86
Paid
Premier Lawn - 9 Visit
$69.00Paid
Delivered
Premier Lawn - Spring Green-Up
Chemical $0.85Labor $14.25Profit $54.860.47 hr
24-0-11 Granular, Iron Plus 6%
$69.96
March 2026
Paid $69.00Delivered $68.28Profit $53.95
Paid
Premier Lawn - 9 Visit
$69.00Paid
Delivered
Premier Lawn - Broadleaf & Feed
Chemical $0.09Labor $14.25Profit $53.950.47 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$68.28
February 2026
Paid $69.00
Paid
Premier Lawn - 9 Visit
$69.00Paid
Delivered
No work this month.
January 2026
Paid $69.00Delivered $68.84Profit $54.25
Paid
Premier Lawn - 9 Visit
$69.00Paid
Delivered
Premier Lawn - Pre-emergent Round 1
Chemical $0.34Labor $14.25Profit $54.250.47 hr
Prodiamine 65 WDG, Atrazine 4L
$68.84
December 2025
Paid $69.00
Paid
Premier Lawn - 9 Visit
$69.00Paid
Delivered
No work this month.
November 2025
Paid $69.00Delivered $69.40Profit $54.56
Paid
Premier Lawn - 9 Visit
$69.00Paid
Delivered
Premier Lawn - Winter Pre-emergent
Chemical $0.60Labor $14.25Profit $54.560.47 hr
Prodiamine 65 WDG, Celsius WG
$69.40
Money for this customer
Revenue$535.20
Costs$0.00
Left After Costs$535.20
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 9/1/26 | Invoice | INV-2026-3373 | Paid | $66.90 |
| 8/1/26 | Invoice | INV-2026-2980 | Paid | $66.90 |
| 7/1/26 | Invoice | INV-2026-2561 | Paid | $66.90 |
| 6/1/26 | Invoice | INV-2026-2114 | Paid | $66.90 |
| 5/1/26 | Invoice | INV-2026-1733 | Paid | $66.90 |
| 4/1/26 | Invoice | INV-2026-1329 | Paid | $66.90 |
| 2/1/26 | Invoice | INV-2026-0656 | Paid | $66.90 |
| 12/1/25 | Invoice | INV-2025-0316 | Paid | $66.90 |
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.