Essential Lawn - 5 Visit
$106.00Paid
12
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Jason Cook
Lead source: Yard Sign · Tax: Demo City 10.75%
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.
LeadJul 20
ContactedSkipped
EstimateOct 21
SentOct 21
WonAug 31
ScheduledFeb 10
DoneOct 12
PaidSep 1
ReviewOct 13
Sent · Step 4 of 9 · 1 skipped
Next: 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.
Lifetime ValueNo data yetfills in with the first paymentBalance$0.00all paid
Profit, 12 Months$304.6680% margin
Customer For3.3 yearssince Jul 20, 2023
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewClicked linkOct 13, 2026Worth HavingWorth havingMargin 80%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$954.00Paid
$299.67Delivered
$225.21Profit
$2.09Chemical
$72.37Labor
2.41Hours
$654.33Paid ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 75.2% margin. Time is the estimate for that size.
October 2026
Paid $106.00Delivered $59.81Profit $44.98
Paid
Delivered
Essential Lawn - Fall Pre-emergent
Chemical $0.36Labor $14.47Profit $44.980.48 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$59.81
September 2026
Paid $106.00
Paid
Essential Lawn - 5 Visit
$106.00Paid
Delivered
No work this month.
August 2026
Paid $106.00Delivered $59.01Profit $44.54
Paid
Essential Lawn - 5 Visit
$106.00Paid
Delivered
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $14.47Profit $44.540.48 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$59.01
July 2026
Paid $106.00
Paid
Essential Lawn - 5 Visit
$106.00Paid
Delivered
No work this month.
June 2026
Paid $106.00Delivered $61.82Profit $46.07
Paid
Essential Lawn - 5 Visit
$106.00Paid
Delivered
Essential Lawn - Summer Feed & Weed
Chemical $1.27Labor $14.47Profit $46.070.48 hr
24-0-11 Granular, Celsius WG
$61.82
May 2026
Paid $106.00
Paid
Essential Lawn - 5 Visit
$106.00Paid
Delivered
No work this month.
April 2026
Paid $106.00Delivered $59.21Profit $44.65
Paid
Essential Lawn - 5 Visit
$106.00Paid
Delivered
Essential Lawn - Spring Green-Up
Chemical $0.09Labor $14.47Profit $44.650.48 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$59.21
March 2026
Paid $106.00
Paid
Essential Lawn - 5 Visit
$106.00Paid
Delivered
No work this month.
February 2026
Paid $106.00Delivered $59.81Profit $44.98
Paid
Essential Lawn - 5 Visit
$106.00Paid
Delivered
Essential Lawn - Pre-emergent & Feed
Chemical $0.36Labor $14.47Profit $44.980.48 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$59.81
Money for this customer
Revenue$383.12
Costs$0.00
Left After Costs$383.12
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 9/1/26 | Invoice | INV-2026-3376 | Paid | $58.94 |
| 8/31/26 | Invoice | INV-2026-3821 | Paid | $147.36 |
| 7/1/26 | Invoice | INV-2026-2570 | Paid | $58.94 |
| 5/1/26 | Invoice | INV-2026-1742 | Paid | $58.94 |
| 3/1/26 | Invoice | INV-2026-0986 | Paid | $58.94 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.