Large Patch Guard - 3 Visit
$208.02Due
4
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Karen Wilson
Lead source: Yard Sign · 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.
Call Ahead
LeadMar 15
ContactedSkipped
Site SurveySkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledOct 28
DoneOct 25
PaidOct 1
Review
Paid · Step 9 of 10 · 5 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$1,475.6773% margin
Customer For224 dayssince Mar 15, 2026
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewNot askedask from the Reviews tabWorth HavingWorth havingMargin 73%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$2,704.37Paid
$2,386.44Delivered
$1,820.74Profit
$6.67Chemical
$559.03Labor
18.63Hours
$317.93Paid ahead
$208.02Due on a coming 1st
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 76.3% margin. Time is the estimate for that size.
November 2026
Paid
Delivered
No work this month.
October 2026
Paid $503.53Delivered $457.86Profit $353.28
Paid
Essential Lawn - 5 Visit
$40.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Large Patch Guard - 3 Visit
$221.04Paid
Essential Lawn - 5 Visit
$98.00Paid
Bed & Gravel Weed Control
$14.09Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.85Paid
Mosquito Shield - Monthly
$29.56Paid
Delivered
Large Patch Guard - Large Patch 1
Chemical $0.00Labor $13.37Profit $60.310.45 hr
Azoxystrobin 2SC
$73.68
Mosquito Shield - Mosquito Visit 7
Chemical $0.00Labor $11.46Profit $39.220.38 hr
Mosquito Barrier
$50.68
Essential Lawn - Fall Pre-emergent
Chemical $0.25Labor $13.37Profit $40.560.45 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$54.18
Essential Lawn - Fall Pre-emergent
Chemical $0.12Labor $12.18Profit $37.280.41 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$49.59
Essential Lawn - Fall Pre-emergent
Chemical $0.39Labor $14.74Profit $44.370.49 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$59.50
Essential Lawn - Fall Pre-emergent
Chemical $0.38Labor $14.67Profit $44.160.49 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$59.21
Shrub & Bed Care - Fall Oil
Chemical $0.00Labor $11.46Profit $30.220.38 hr
Horticultural Oil
$41.68
Large Patch Guard - Large Patch 2
Chemical $0.00Labor $12.18Profit $57.160.41 hr
Propiconazole 14.3
$69.34
September 2026
Paid $282.49Delivered $162.29Profit $127.02
Paid
Essential Lawn - 5 Visit
$40.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Essential Lawn - 5 Visit
$98.00Paid
Bed & Gravel Weed Control
$14.09Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.85Paid
Mosquito Shield - Monthly
$29.56Paid
Delivered
Mosquito Shield - Mosquito Visit 6
Chemical $0.00Labor $11.46Profit $39.220.38 hr
Mosquito Barrier
$50.68
Bed & Gravel Weed Control - Fall Barrier
Chemical $0.02Labor $11.61Profit $30.650.39 hr
Indaziflam Surface, Glyphosate 41%
$42.27
Large Patch Guard - Large Patch 1
Chemical $0.00Labor $12.18Profit $57.160.41 hr
Azoxystrobin 2SC
$69.34
August 2026
Paid $282.49Delivered $312.54Profit $234.67
Paid
Essential Lawn - 5 Visit
$40.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Essential Lawn - 5 Visit
$98.00Paid
Bed & Gravel Weed Control
$14.09Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.85Paid
Mosquito Shield - Monthly
$29.56Paid
Delivered
Mosquito Shield - Mosquito Visit 5
Chemical $0.00Labor $11.46Profit $39.220.38 hr
Mosquito Barrier
$50.68
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $13.37Profit $40.310.45 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$53.68
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $14.74Profit $43.980.49 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$58.72
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $12.18Profit $37.160.41 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$49.34
Shrub & Bed Care - Late Summer Feed
Chemical $0.00Labor $11.46Profit $30.220.38 hr
16-4-8 Liquid Fertilizer
$41.68
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $14.67Profit $43.770.49 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$58.44
July 2026
Paid $282.49Delivered $50.68Profit $39.22
Paid
Essential Lawn - 5 Visit
$40.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Essential Lawn - 5 Visit
$98.00Paid
Bed & Gravel Weed Control
$14.09Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.85Paid
Mosquito Shield - Monthly
$29.56Paid
Delivered
Mosquito Shield - Mosquito Visit 4
Chemical $0.00Labor $11.46Profit $39.220.38 hr
Mosquito Barrier
$50.68
June 2026
Paid $282.49Delivered $362.82Profit $269.31
Paid
Essential Lawn - 5 Visit
$40.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Essential Lawn - 5 Visit
$98.00Paid
Bed & Gravel Weed Control
$14.09Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.85Paid
Mosquito Shield - Monthly
$29.56Paid
Delivered
Mosquito Shield - Mosquito Visit 3
Chemical $0.00Labor $11.46Profit $39.220.38 hr
Mosquito Barrier
$50.68
Essential Lawn - Summer Feed & Weed
Chemical $1.37Labor $14.74Profit $45.350.49 hr
24-0-11 Granular, Celsius WG
$61.46
Essential Lawn - Summer Feed & Weed
Chemical $0.43Labor $12.18Profit $37.590.41 hr
24-0-11 Granular, Celsius WG
$50.21
Essential Lawn - Summer Feed & Weed
Chemical $1.34Labor $14.67Profit $45.120.49 hr
24-0-11 Granular, Celsius WG
$61.13
Essential Lawn - Summer Feed & Weed
Chemical $0.87Labor $13.37Profit $41.180.45 hr
24-0-11 Granular, Celsius WG
$55.42
Bed & Gravel Weed Control - Spot Spray 2
Chemical $0.00Labor $11.61Profit $30.630.39 hr
Glyphosate 41%
$42.24
Shrub & Bed Care - Summer Insect
Chemical $0.00Labor $11.46Profit $30.220.38 hr
Bifenthrin 7.9%
$41.68
May 2026
Paid $282.49Delivered $92.36Profit $69.44
Paid
Essential Lawn - 5 Visit
$40.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Essential Lawn - 5 Visit
$98.00Paid
Bed & Gravel Weed Control
$14.09Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.85Paid
Mosquito Shield - Monthly
$29.56Paid
Delivered
Mosquito Shield - Mosquito Visit 2
Chemical $0.00Labor $11.46Profit $39.220.38 hr
Mosquito Barrier
$50.68
Shrub & Bed Care - Disease Guard
Chemical $0.00Labor $11.46Profit $30.220.38 hr
Daconil Weatherstik
$41.68
April 2026
Paid $282.49Delivered $313.67Profit $235.36
Paid
Essential Lawn - 5 Visit
$40.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Essential Lawn - 5 Visit
$98.00Paid
Bed & Gravel Weed Control
$14.09Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.85Paid
Mosquito Shield - Monthly
$29.56Paid
Delivered
Mosquito Shield - Mosquito Visit 1
Chemical $0.00Labor $11.46Profit $39.220.38 hr
Mosquito Barrier
$50.68
Essential Lawn - Spring Green-Up
Chemical $0.10Labor $14.67Profit $43.870.49 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$58.63
Essential Lawn - Spring Green-Up
Chemical $0.10Labor $14.74Profit $44.080.49 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$58.92
Essential Lawn - Spring Green-Up
Chemical $0.03Labor $12.18Profit $37.190.41 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$49.40
Essential Lawn - Spring Green-Up
Chemical $0.06Labor $13.37Profit $40.370.45 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$53.80
Bed & Gravel Weed Control - Spot Spray 1
Chemical $0.00Labor $11.61Profit $30.630.39 hr
Glyphosate 41%
$42.24
March 2026
Paid $252.93Delivered $111.09Profit $87.41
Paid
Essential Lawn - 5 Visit
$40.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Essential Lawn - 5 Visit
$98.00Paid
Bed & Gravel Weed Control
$14.09Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.85Paid
Delivered
Large Patch Guard - Large Patch 3
Chemical $0.00Labor $12.18Profit $57.160.41 hr
Azoxystrobin 2SC
$69.34
Shrub & Bed Care - Spring Feed & Insect
Chemical $0.04Labor $11.46Profit $30.260.38 hr
Merit 75 WSP, 16-4-8 Liquid Fertilizer
$41.75
February 2026
Paid $252.93Delivered $380.11Profit $287.55
Paid
Essential Lawn - 5 Visit
$40.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Essential Lawn - 5 Visit
$98.00Paid
Bed & Gravel Weed Control
$14.09Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.85Paid
Delivered
Shrub & Bed Care - Dormant Oil
Chemical $0.00Labor $11.46Profit $30.220.38 hr
Horticultural Oil
$41.68
Essential Lawn - Pre-emergent & Feed
Chemical $0.39Labor $14.74Profit $44.370.49 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$59.50
Essential Lawn - Pre-emergent & Feed
Chemical $0.12Labor $12.18Profit $37.280.41 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$49.59
Essential Lawn - Pre-emergent & Feed
Chemical $0.38Labor $14.67Profit $44.160.49 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$59.21
Essential Lawn - Pre-emergent & Feed
Chemical $0.25Labor $13.37Profit $40.560.45 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$54.18
Bed & Gravel Weed Control - Pre-emergent Barrier
Chemical $0.02Labor $11.61Profit $30.650.39 hr
Indaziflam Surface, Spray Pattern Dye
$42.27
Large Patch Guard - Large Patch 3
Chemical $0.00Labor $13.37Profit $60.310.45 hr
Azoxystrobin 2SC
$73.68
October 2025
Delivered $143.02Profit $117.47
Paid
No invoice this month.
Delivered
Large Patch Guard - Large Patch 2
Chemical $0.00Labor $12.18Profit $57.160.41 hr
Propiconazole 14.3
$69.34
Large Patch Guard - Large Patch 2
Chemical $0.00Labor $13.37Profit $60.310.45 hr
Propiconazole 14.3
$73.68
Money for this customer
Revenue$2,030.84
Costs$0.00
Left After Costs$2,030.84
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 10/1/26 | Invoice | INV-2026-3711 | Paid | $170.32 |
| 9/1/26 | Invoice | INV-2026-3367 | Paid | $337.68 |
| 8/1/26 | Invoice | INV-2026-2973 | Paid | $65.32 |
| 7/1/26 | Invoice | INV-2026-2553 | Paid | $377.68 |
| 6/1/26 | Invoice | INV-2026-2107 | Paid | $121.64 |
| 5/1/26 | Invoice | INV-2026-1727 | Paid | $321.36 |
| 4/1/26 | Invoice | INV-2026-1322 | Paid | $121.32 |
| 3/1/26 | Invoice | INV-2026-0983 | Paid | $381.44 |
| 11/1/25 | Invoice | INV-2025-0056 | Paid | $134.08 |
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.