Essential Lawn - 5 Visit
$40.00Paid
4
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Brandon Gray
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.
LeadMay 19
ContactedSkipped
Site SurveySkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledFeb 10
DoneOct 15
PaidSep 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$324.4473% margin
Customer For1.4 yearssince May 19, 2025
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
$555.70Paid
$589.12Delivered
$458.33Profit
$2.24Chemical
$128.55Labor
4.29Hours
$33.42Work ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 77.8% margin. Time is the estimate for that size.
October 2026
Paid $64.46Delivered $132.24Profit $103.33
Delivered
Soil Builder - Fall Potash
Chemical $0.00Labor $14.28Profit $58.960.48 hr
0-0-25 Potash Liquid, Humic 12
$73.24
Essential Lawn - Fall Pre-emergent
Chemical $0.34Labor $14.28Profit $44.370.48 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$59.00
September 2026
Paid $64.46
Paid
Essential Lawn - 5 Visit
$40.00Paid
Soil Builder - 4 Visit
$24.46Paid
Delivered
No work this month.
August 2026
Paid $64.46Delivered $58.24Profit $43.96
Paid
Essential Lawn - 5 Visit
$40.00Paid
Soil Builder - 4 Visit
$24.46Paid
Delivered
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $14.28Profit $43.960.48 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$58.24
July 2026
Paid $64.46Delivered $73.43Profit $59.06
Paid
Essential Lawn - 5 Visit
$40.00Paid
Soil Builder - 4 Visit
$24.46Paid
Delivered
Soil Builder - Summer Soil Boost
Chemical $0.09Labor $14.28Profit $59.060.48 hr
Liquid Aeration, Soil Wetting Agent
$73.43
June 2026
Paid $64.46Delivered $60.89Profit $45.41
Paid
Essential Lawn - 5 Visit
$40.00Paid
Soil Builder - 4 Visit
$24.46Paid
Delivered
Essential Lawn - Summer Feed & Weed
Chemical $1.20Labor $14.28Profit $45.410.48 hr
24-0-11 Granular, Celsius WG
$60.89
May 2026
Paid $64.46Delivered $73.43Profit $59.06
Paid
Essential Lawn - 5 Visit
$40.00Paid
Soil Builder - 4 Visit
$24.46Paid
Delivered
Soil Builder - Wetting Agent
Chemical $0.09Labor $14.28Profit $59.060.48 hr
Soil Wetting Agent, Humic 12
$73.43
April 2026
Paid $64.46Delivered $58.43Profit $44.06
Paid
Essential Lawn - 5 Visit
$40.00Paid
Soil Builder - 4 Visit
$24.46Paid
Delivered
Essential Lawn - Spring Green-Up
Chemical $0.09Labor $14.28Profit $44.060.48 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$58.43
March 2026
Paid $64.46Delivered $73.43Profit $59.06
Paid
Essential Lawn - 5 Visit
$40.00Paid
Soil Builder - 4 Visit
$24.46Paid
Delivered
Soil Builder - Liquid Aeration
Chemical $0.09Labor $14.28Profit $59.060.48 hr
Liquid Aeration, Humic 12
$73.43
February 2026
Paid $40.00Delivered $59.00Profit $44.37
Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Essential Lawn - Pre-emergent & Feed
Chemical $0.34Labor $14.28Profit $44.370.48 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$59.00
Money for this customer
Revenue$445.68
Costs$0.00
Left After Costs$445.68
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 9/1/26 | Invoice | INV-2026-3384 | Paid | $57.24 |
| 8/1/26 | Invoice | INV-2026-2996 | Paid | $72.24 |
| 7/1/26 | Invoice | INV-2026-2578 | Paid | $57.24 |
| 6/1/26 | Invoice | INV-2026-2129 | Paid | $72.24 |
| 5/1/26 | Invoice | INV-2026-1745 | Paid | $57.24 |
| 4/1/26 | Invoice | INV-2026-1344 | Paid | $72.24 |
| 3/1/26 | Invoice | INV-2026-0997 | Paid | $57.24 |
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.