Essential Lawn - 5 Visit
$40.00Paid
12
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Nick Davis
Lead source: Referral · 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.
Dog in Yard
LeadDec 26
ContactedSkipped
EstimateDec 23
SentDec 25
WonDec 30
ScheduledOct 26
DoneOct 20
PaidOct 1
ReviewAug 18
Review · Step 9 of 9 · 1 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$1,130.5789% margin
Customer For2.8 yearssince Dec 26, 2023
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewClicked linkAug 18, 2026Worth HavingWorth havingMargin 89%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$633.59Paid
$673.07Delivered
$518.99Profit
$1.89Chemical
$152.20Labor
5.07Hours
$39.48Work ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 77.1% margin. Time is the estimate for that size.
October 2026
Paid $130.85Delivered $113.60Profit $87.49
Paid
Mosquito Shield - Monthly
$30.46Paid
Premier Lawn - 9 Visit
$49.41Paid
Fire Ant & Flea - 2 Visit
$10.98Paid
Delivered
Mosquito Shield - Mosquito Visit 7
Chemical $0.00Labor $11.65Profit $40.560.39 hr
Mosquito Barrier
$52.21
Essential Lawn - Fall Pre-emergent
Chemical $0.33Labor $14.13Profit $46.920.47 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$61.38
September 2026
Paid $70.46Delivered $52.21Profit $40.56
Paid
Essential Lawn - 5 Visit
$40.00Paid
Mosquito Shield - Monthly
$30.46Paid
Delivered
Mosquito Shield - Mosquito Visit 6
Chemical $0.00Labor $11.65Profit $40.560.39 hr
Mosquito Barrier
$52.21
August 2026
Paid $70.46Delivered $60.50Profit $46.37
Paid
Essential Lawn - 5 Visit
$40.00Paid
Mosquito Shield - Monthly
$30.46Paid
Delivered
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $14.13Profit $46.370.47 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$60.50
July 2026
Paid $70.46Delivered $104.43Profit $81.13
Paid
Essential Lawn - 5 Visit
$40.00Paid
Mosquito Shield - Monthly
$30.46Paid
Delivered
Mosquito Shield - Mosquito Visit 4
Chemical $0.00Labor $11.65Profit $40.560.39 hr
Mosquito Barrier
$52.21
Mosquito Shield - Mosquito Visit 5
Chemical $0.00Labor $11.65Profit $40.560.39 hr
Mosquito Barrier
$52.21
June 2026
Paid $70.46Delivered $115.81Profit $88.88
Paid
Essential Lawn - 5 Visit
$40.00Paid
Mosquito Shield - Monthly
$30.46Paid
Delivered
Mosquito Shield - Mosquito Visit 3
Chemical $0.00Labor $11.65Profit $40.560.39 hr
Mosquito Barrier
$52.21
Essential Lawn - Summer Feed & Weed
Chemical $1.15Labor $14.13Profit $48.320.47 hr
24-0-11 Granular, Celsius WG
$63.60
May 2026
Paid $70.46
Paid
Essential Lawn - 5 Visit
$40.00Paid
Mosquito Shield - Monthly
$30.46Paid
Delivered
No work this month.
April 2026
Paid $70.46Delivered $165.15Profit $127.63
Paid
Essential Lawn - 5 Visit
$40.00Paid
Mosquito Shield - Monthly
$30.46Paid
Delivered
Mosquito Shield - Mosquito Visit 1
Chemical $0.00Labor $11.65Profit $40.560.39 hr
Mosquito Barrier
$52.21
Essential Lawn - Spring Green-Up
Chemical $0.08Labor $14.13Profit $46.510.47 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$60.72
Mosquito Shield - Mosquito Visit 2
Chemical $0.00Labor $11.65Profit $40.560.39 hr
Mosquito Barrier
$52.21
March 2026
Paid $40.00
Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
No work this month.
February 2026
Paid $40.00Delivered $61.38Profit $46.92
Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Essential Lawn - Pre-emergent & Feed
Chemical $0.33Labor $14.13Profit $46.920.47 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$61.38
Money for this customer
Revenue$1,271.25
Costs$0.00
Left After Costs$1,271.25
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 10/1/26 | Invoice | INV-2026-3704 | Paid | $59.88 |
| 9/1/26 | Invoice | INV-2026-3360 | Paid | $55.88 |
| 8/1/26 | Invoice | INV-2026-2966 | Paid | $119.76 |
| 7/1/26 | Invoice | INV-2026-2546 | Paid | $115.76 |
| 5/1/26 | Invoice | INV-2026-1725 | Paid | $175.64 |
| 3/1/26 | Invoice | INV-2026-0973 | Paid | $55.88 |
| 12/30/25 | Invoice | INV-2025-3832 | Paid | $688.45 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.