Essential Lawn - 5 Visit
$40.00Paid
11
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Karen Mitchell
Lead source: Door Hanger · 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.
LeadNov 11
ContactedSkipped
EstimateOct 23
SentDec 10
WonDec 11
ScheduledFeb 10
DoneOct 13
PaidOct 1
Review
Estimate · Step 3 of 9 · 1 skipped
Next: Send Estimate
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$771.1881% margin
Customer For346 dayssince Nov 11, 2025
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewNot askedask from the Reviews tabWorth HavingWorth havingMargin 81%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$758.71Paid
$844.79Delivered
$636.36Profit
$1.28Chemical
$207.16Labor
6.91Hours
$86.08Work ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 75.3% margin. Time is the estimate for that size.
October 2026
Paid $116.38Delivered $108.69Profit $82.59
Paid
Mosquito Shield - Monthly
$32.75Paid
Bed & Gravel Weed Control
$15.73Paid
Signature Lawn - 7 Visit
$27.90Paid
Delivered
Mosquito Shield - Mosquito Visit 7
Chemical $0.00Labor $12.95Profit $43.190.43 hr
Mosquito Barrier
$56.14
Essential Lawn - Fall Pre-emergent
Chemical $0.20Labor $12.95Profit $39.400.43 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$52.55
September 2026
Paid $88.48Delivered $103.38Profit $77.44
Paid
Essential Lawn - 5 Visit
$40.00Paid
Mosquito Shield - Monthly
$32.75Paid
Bed & Gravel Weed Control
$15.73Paid
Delivered
Mosquito Shield - Mosquito Visit 6
Chemical $0.00Labor $12.95Profit $43.190.43 hr
Mosquito Barrier
$56.14
Bed & Gravel Weed Control - Fall Barrier
Chemical $0.05Labor $12.95Profit $34.240.43 hr
Indaziflam Surface, Glyphosate 41%
$47.24
August 2026
Paid $88.48Delivered $108.28Profit $82.39
Paid
Essential Lawn - 5 Visit
$40.00Paid
Mosquito Shield - Monthly
$32.75Paid
Bed & Gravel Weed Control
$15.73Paid
Delivered
Mosquito Shield - Mosquito Visit 5
Chemical $0.00Labor $12.95Profit $43.190.43 hr
Mosquito Barrier
$56.14
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $12.95Profit $39.190.43 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$52.14
July 2026
Paid $88.48Delivered $56.14Profit $43.19
Paid
Essential Lawn - 5 Visit
$40.00Paid
Mosquito Shield - Monthly
$32.75Paid
Bed & Gravel Weed Control
$15.73Paid
Delivered
Mosquito Shield - Mosquito Visit 4
Chemical $0.00Labor $12.95Profit $43.190.43 hr
Mosquito Barrier
$56.14
June 2026
Paid $88.48Delivered $156.85Profit $117.29
Paid
Essential Lawn - 5 Visit
$40.00Paid
Mosquito Shield - Monthly
$32.75Paid
Bed & Gravel Weed Control
$15.73Paid
Delivered
Mosquito Shield - Mosquito Visit 3
Chemical $0.00Labor $12.95Profit $43.190.43 hr
Mosquito Barrier
$56.14
Essential Lawn - Summer Feed & Weed
Chemical $0.71Labor $12.95Profit $39.910.43 hr
24-0-11 Granular, Celsius WG
$53.57
Bed & Gravel Weed Control - Spot Spray 2
Chemical $0.00Labor $12.95Profit $34.190.43 hr
Glyphosate 41%
$47.14
May 2026
Paid $88.48Delivered $103.28Profit $77.39
Paid
Essential Lawn - 5 Visit
$40.00Paid
Mosquito Shield - Monthly
$32.75Paid
Bed & Gravel Weed Control
$15.73Paid
Delivered
Bed & Gravel Weed Control - Spot Spray 1
Chemical $0.00Labor $12.95Profit $34.190.43 hr
Glyphosate 41%
$47.14
Mosquito Shield - Mosquito Visit 2
Chemical $0.00Labor $12.95Profit $43.190.43 hr
Mosquito Barrier
$56.14
April 2026
Paid $88.48Delivered $108.38Profit $82.44
Paid
Essential Lawn - 5 Visit
$40.00Paid
Mosquito Shield - Monthly
$32.75Paid
Bed & Gravel Weed Control
$15.73Paid
Delivered
Mosquito Shield - Mosquito Visit 1
Chemical $0.00Labor $12.95Profit $43.190.43 hr
Mosquito Barrier
$56.14
Essential Lawn - Spring Green-Up
Chemical $0.05Labor $12.95Profit $39.240.43 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$52.24
March 2026
Paid $55.73
Paid
Essential Lawn - 5 Visit
$40.00Paid
Bed & Gravel Weed Control
$15.73Paid
Delivered
No work this month.
February 2026
Paid $55.73Delivered $99.79Profit $73.64
Paid
Essential Lawn - 5 Visit
$40.00Paid
Bed & Gravel Weed Control
$15.73Paid
Delivered
Essential Lawn - Pre-emergent & Feed
Chemical $0.20Labor $12.95Profit $39.400.43 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$52.55
Bed & Gravel Weed Control - Pre-emergent Barrier
Chemical $0.05Labor $12.95Profit $34.240.43 hr
Indaziflam Surface, Spray Pattern Dye
$47.24
Money for this customer
Revenue$956.78
Costs$0.00
Left After Costs$956.78
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 10/1/26 | Invoice | INV-2026-3720 | Paid | $89.68 |
| 9/1/26 | Invoice | INV-2026-3378 | Paid | $94.68 |
| 8/1/26 | Invoice | INV-2026-2991 | Paid | $49.34 |
| 7/1/26 | Invoice | INV-2026-2575 | Paid | $135.02 |
| 6/1/26 | Invoice | INV-2026-2129 | Paid | $89.68 |
| 5/1/26 | Invoice | INV-2026-1747 | Paid | $94.68 |
| 3/1/26 | Invoice | INV-2026-0993 | Paid | $85.68 |
| 12/11/25 | Invoice | INV-2025-3816 | Paid | $318.02 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.