Essential Lawn - 5 Visit
$40.00Paid
12
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Amanda Powell
Lead source: Website · 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
LeadJul 11
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledOct 26
DoneOct 22
PaidOct 1
ReviewOct 23
Paid · Step 8 of 9 · 4 skipped
Next: Collect
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$90.3338 days late
Profit, 12 Months$786.8580% margin
Customer For3.3 yearssince Jul 11, 2023
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewAskedOct 23, 2026Worth HavingKeep an eye onBalance 38 days late, margin 80%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$2,033.00Paid
$1,040.57Delivered
$807.32Profit
$4.37Chemical
$228.88Labor
7.63Hours
$992.43Paid ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 77.6% margin. Time is the estimate for that size.
October 2026
Paid $229.00Delivered $57.54Profit $43.29
Paid
Fire Ant & Flea - 2 Visit
$119.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Essential Lawn - Fall Pre-emergent
Chemical $0.31Labor $13.94Profit $43.290.46 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$57.54
September 2026
Paid $229.00Delivered $68.35Profit $53.66
Paid
Essential Lawn - 5 Visit
$40.00Paid
Fire Ant & Flea - 2 Visit
$119.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Fall Disease Guard
Chemical $0.09Labor $14.59Profit $53.660.49 hr
Azoxystrobin 2SC, 0-0-25 Potash Liquid
$68.35
August 2026
Paid $229.00Delivered $192.23Profit $149.59
Paid
Essential Lawn - 5 Visit
$40.00Paid
Fire Ant & Flea - 2 Visit
$119.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $13.94Profit $42.920.46 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$56.86
Premier Lawn - Late Summer Feed
Chemical $0.09Labor $14.59Profit $53.660.49 hr
16-4-8 Liquid Fertilizer, Soil Wetting Agent
$68.35
Fire Ant & Flea - Fall Ant Bait
Chemical $0.08Labor $13.94Profit $53.010.46 hr
Fire Ant Bait
$67.03
July 2026
Paid $229.00Delivered $68.16Profit $53.57
Paid
Essential Lawn - 5 Visit
$40.00Paid
Fire Ant & Flea - 2 Visit
$119.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Insect & Iron
Chemical $0.00Labor $14.59Profit $53.570.49 hr
Bifenthrin 7.9%, Iron Plus 6%
$68.16
June 2026
Paid $229.00Delivered $127.58Profit $97.88
Paid
Essential Lawn - 5 Visit
$40.00Paid
Fire Ant & Flea - 2 Visit
$119.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Essential Lawn - Summer Feed & Weed
Chemical $1.08Labor $13.94Profit $44.210.46 hr
24-0-11 Granular, Celsius WG
$59.23
Premier Lawn - Summer Feed & Sedge
Chemical $0.09Labor $14.59Profit $53.660.49 hr
16-4-8 Liquid Fertilizer, Dismiss South
$68.35
May 2026
Paid $229.00Delivered $68.35Profit $53.66
Paid
Essential Lawn - 5 Visit
$40.00Paid
Fire Ant & Flea - 2 Visit
$119.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Grub Prevention
Chemical $0.09Labor $14.59Profit $53.660.49 hr
Acelepryn, Humic 12
$68.35
April 2026
Paid $229.00Delivered $194.09Profit $150.53
Paid
Essential Lawn - 5 Visit
$40.00Paid
Fire Ant & Flea - 2 Visit
$119.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Spring Green-Up
Chemical $0.94Labor $14.59Profit $54.510.49 hr
24-0-11 Granular, Iron Plus 6%
$70.04
Essential Lawn - Spring Green-Up
Chemical $0.08Labor $13.94Profit $43.010.46 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$57.03
Fire Ant & Flea - Spring Ant Bait
Chemical $0.08Labor $13.94Profit $53.010.46 hr
Fire Ant Bait
$67.03
March 2026
Paid $110.00Delivered $68.35Profit $53.66
Paid
Essential Lawn - 5 Visit
$40.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Broadleaf & Feed
Chemical $0.09Labor $14.59Profit $53.660.49 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$68.35
February 2026
Paid $110.00Delivered $57.54Profit $43.29
Paid
Essential Lawn - 5 Visit
$40.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Essential Lawn - Pre-emergent & Feed
Chemical $0.31Labor $13.94Profit $43.290.46 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$57.54
January 2026
Paid $70.00Delivered $68.91Profit $53.95
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Pre-emergent Round 1
Chemical $0.38Labor $14.59Profit $53.950.49 hr
Prodiamine 65 WDG, Atrazine 4L
$68.91
December 2025
Paid $70.00
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
No work this month.
November 2025
Paid $70.00Delivered $69.48Profit $54.23
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Winter Pre-emergent
Chemical $0.66Labor $14.59Profit $54.230.49 hr
Prodiamine 65 WDG, Celsius WG
$69.48
Money for this customer
Revenue$989.72
Costs$0.00
Left After Costs$989.72
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 10/1/26 | Invoice | INV-2026-3723 | Paid | $69.96 |
| 9/1/26 | Invoice | INV-2026-3377 | Partial | $203.32 |
| 8/1/26 | Invoice | INV-2026-2989 | Paid | $69.96 |
| 7/1/26 | Invoice | INV-2026-2571 | Paid | $124.14 |
| 6/1/26 | Invoice | INV-2026-2124 | Paid | $69.96 |
| 5/1/26 | Invoice | INV-2026-1743 | Paid | $188.32 |
| 4/1/26 | Invoice | INV-2026-1340 | Paid | $69.96 |
| 3/1/26 | Invoice | INV-2026-0987 | Paid | $54.18 |
| 2/1/26 | Invoice | INV-2026-0659 | Paid | $69.96 |
| 12/1/25 | Invoice | INV-2025-0330 | Paid | $69.96 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.