Signature Lawn - 7 Visit
$55.00Paid
4
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Daniel Walker
Lead source: Nextdoor · 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.
LeadDec 11
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledSkipped
DoneSep 20
PaidOct 1
Review
Paid · Step 8 of 9 · 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$309.4877% margin
Customer For3.9 yearssince Dec 11, 2022
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewNot askedask from the Reviews tabWorth HavingWorth havingMargin 77%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$605.00Paid
$423.27Delivered
$325.45Profit
$1.85Chemical
$95.98Labor
3.20Hours
$181.73Paid ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 76.9% margin. Time is the estimate for that size.
September 2026
Paid $55.00Delivered $60.08Profit $46.30
Paid
Delivered
Signature Lawn - Fall Feed & Disease Guard
Chemical $0.07Labor $13.71Profit $46.300.46 hr
0-0-25 Potash Liquid, Azoxystrobin 2SC
$60.08
August 2026
Paid $55.00
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
No work this month.
July 2026
Paid $55.00Delivered $60.51Profit $46.51
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Summer Feed
Chemical $0.28Labor $13.71Profit $46.510.46 hr
16-4-8 Liquid Fertilizer, Celsius WG
$60.51
June 2026
Paid $55.00Delivered $59.94Profit $46.23
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Insect Shield
Chemical $0.00Labor $13.71Profit $46.230.46 hr
Bifenthrin 7.9%, Iron Plus 6%
$59.94
May 2026
Paid $55.00Delivered $61.64Profit $47.08
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Green-Up & Sedge
Chemical $0.85Labor $13.71Profit $47.080.46 hr
24-0-11 Granular, Sedgehammer Plus
$61.64
April 2026
Paid $55.00
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
No work this month.
March 2026
Paid $55.00Delivered $60.08Profit $46.30
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Weed Control & Feed
Chemical $0.07Labor $13.71Profit $46.300.46 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$60.08
February 2026
Paid $55.00
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
No work this month.
January 2026
Paid $55.00Delivered $60.51Profit $46.51
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Pre-emergent Round 1
Chemical $0.28Labor $13.71Profit $46.510.46 hr
Prodiamine 65 WDG, Atrazine 4L, Spray Pattern Dye
$60.51
December 2025
Paid $55.00
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
No work this month.
November 2025
Paid $55.00Delivered $60.51Profit $46.51
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Winter Pre-emergent
Chemical $0.28Labor $13.71Profit $46.510.46 hr
Prodiamine 65 WDG, Atrazine 4L
$60.51
Money for this customer
Revenue$399.98
Costs$0.00
Left After Costs$399.98
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 10/1/26 | Invoice | INV-2026-3730 | Paid | $57.14 |
| 8/1/26 | Invoice | INV-2026-2997 | Paid | $57.14 |
| 7/1/26 | Invoice | INV-2026-2579 | Paid | $57.14 |
| 6/1/26 | Invoice | INV-2026-2130 | Paid | $57.14 |
| 4/1/26 | Invoice | INV-2026-1345 | Paid | $57.14 |
| 2/1/26 | Invoice | INV-2026-0670 | Paid | $57.14 |
| 12/1/25 | Invoice | INV-2025-0331 | Paid | $57.14 |
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.