Essential Lawn - 5 Visit
$40.00Paid
4
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Barbara Bennett
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.
LeadJan 29
ContactedSkipped
Site SurveySkipped
EstimateOct 20
SentOct 20
WonMar 16
ScheduledFeb 1
DoneOct 25
PaidSep 1
ReviewAug 26
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$265.6663% margin
Customer For269 dayssince Jan 29, 2026
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewAskedAug 26, 2026Worth HavingWorth havingMargin 63%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$601.06Paid
$527.87Delivered
$390.60Profit
$1.48Chemical
$135.78Labor
4.53Hours
$73.19Paid ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 74.0% margin. Time is the estimate for that size.
October 2026
Paid $92.68Delivered $97.10Profit $71.99
Paid
Shrub & Bed Care - 6 Visit
$20.93Paid
Signature Lawn - 7 Visit
$31.75Paid
Delivered
Essential Lawn - Fall Pre-emergent
Chemical $0.25Labor $13.41Profit $41.600.45 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$55.26
Shrub & Bed Care - Fall Oil
Chemical $0.00Labor $11.46Profit $30.390.38 hr
Horticultural Oil
$41.85
September 2026
Paid $60.93
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.93Paid
Delivered
No work this month.
August 2026
Paid $60.93Delivered $96.55Profit $71.69
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.93Paid
Delivered
Shrub & Bed Care - Late Summer Feed
Chemical $0.00Labor $11.46Profit $30.390.38 hr
16-4-8 Liquid Fertilizer
$41.85
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $13.41Profit $41.300.45 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$54.70
July 2026
Paid $60.93Delivered $41.85Profit $30.39
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.93Paid
Delivered
Shrub & Bed Care - Summer Insect
Chemical $0.00Labor $11.46Profit $30.390.38 hr
Bifenthrin 7.9%
$41.85
June 2026
Paid $60.93Delivered $56.64Profit $42.35
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.93Paid
Delivered
Essential Lawn - Summer Feed & Weed
Chemical $0.88Labor $13.41Profit $42.350.45 hr
24-0-11 Granular, Celsius WG
$56.64
May 2026
Paid $60.93Delivered $41.85Profit $30.39
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.93Paid
Delivered
Shrub & Bed Care - Disease Guard
Chemical $0.00Labor $11.46Profit $30.390.38 hr
Daconil Weatherstik
$41.85
April 2026
Paid $60.93Delivered $96.77Profit $71.81
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.93Paid
Delivered
Shrub & Bed Care - Spring Feed & Insect
Chemical $0.04Labor $11.46Profit $30.430.38 hr
Merit 75 WSP, 16-4-8 Liquid Fertilizer
$41.93
Essential Lawn - Spring Green-Up
Chemical $0.06Labor $13.41Profit $41.370.45 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$54.84
March 2026
Paid $60.93
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.93Paid
Delivered
No work this month.
February 2026
Paid $60.93Delivered $55.26Profit $41.60
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.93Paid
Delivered
Essential Lawn - Pre-emergent & Feed
Chemical $0.25Labor $13.41Profit $41.600.45 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$55.26
January 2026
Paid $20.93Delivered $41.85Profit $30.39
Paid
Shrub & Bed Care - 6 Visit
$20.93Paid
Delivered
Shrub & Bed Care - Dormant Oil
Chemical $0.00Labor $11.46Profit $30.390.38 hr
Horticultural Oil
$41.85
Money for this customer
Revenue$419.78
Costs$0.00
Left After Costs$419.78
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 9/1/26 | Invoice | INV-2026-3374 | Paid | $93.84 |
| 8/1/26 | Invoice | INV-2026-2981 | Paid | $44.42 |
| 7/1/26 | Invoice | INV-2026-2562 | Paid | $49.42 |
| 6/1/26 | Invoice | INV-2026-2115 | Paid | $44.42 |
| 5/1/26 | Invoice | INV-2026-1734 | Paid | $93.84 |
| 3/1/26 | Invoice | INV-2026-0987 | Paid | $49.42 |
| 2/1/26 | Invoice | INV-2026-0657 | Paid | $44.42 |
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.