Essential Lawn - 5 Visit
$40.00Paid
5
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Melissa Kelly
Lead source: Truck Wrap · 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 9
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledFeb 10
DoneOct 19
PaidSep 1
ReviewOct 8
Review · Step 9 of 9 · 4 skipped
Next:
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$299.6170% margin
Customer For2 yearssince Nov 9, 2024
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewClicked linkOct 8, 2026Worth HavingWorth havingMargin 70%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$549.43Paid
$567.34Delivered
$439.50Profit
$2.03Chemical
$125.80Labor
4.19Hours
$17.90Work ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 77.5% margin. Time is the estimate for that size.
October 2026
Paid $63.68Delivered $127.46Profit $99.20
Delivered
Soil Builder - Fall Potash
Chemical $0.00Labor $13.98Profit $56.940.47 hr
0-0-25 Potash Liquid, Humic 12
$70.92
Essential Lawn - Fall Pre-emergent
Chemical $0.31Labor $13.98Profit $42.250.47 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$56.54
September 2026
Paid $63.68
Paid
Essential Lawn - 5 Visit
$40.00Paid
Soil Builder - 4 Visit
$23.68Paid
Delivered
No work this month.
August 2026
Paid $63.68Delivered $55.92Profit $41.94
Paid
Essential Lawn - 5 Visit
$40.00Paid
Soil Builder - 4 Visit
$23.68Paid
Delivered
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $13.98Profit $41.940.47 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$55.92
July 2026
Paid $63.68Delivered $71.08Profit $57.02
Paid
Essential Lawn - 5 Visit
$40.00Paid
Soil Builder - 4 Visit
$23.68Paid
Delivered
Soil Builder - Summer Soil Boost
Chemical $0.08Labor $13.98Profit $57.020.47 hr
Liquid Aeration, Soil Wetting Agent
$71.08
June 2026
Paid $63.68Delivered $58.10Profit $43.03
Paid
Essential Lawn - 5 Visit
$40.00Paid
Soil Builder - 4 Visit
$23.68Paid
Delivered
Essential Lawn - Summer Feed & Weed
Chemical $1.09Labor $13.98Profit $43.030.47 hr
24-0-11 Granular, Celsius WG
$58.10
May 2026
Paid $63.68Delivered $71.08Profit $57.02
Paid
Essential Lawn - 5 Visit
$40.00Paid
Soil Builder - 4 Visit
$23.68Paid
Delivered
Soil Builder - Wetting Agent
Chemical $0.08Labor $13.98Profit $57.020.47 hr
Soil Wetting Agent, Humic 12
$71.08
April 2026
Paid $63.68Delivered $56.08Profit $42.02
Paid
Essential Lawn - 5 Visit
$40.00Paid
Soil Builder - 4 Visit
$23.68Paid
Delivered
Essential Lawn - Spring Green-Up
Chemical $0.08Labor $13.98Profit $42.020.47 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$56.08
March 2026
Paid $63.68Delivered $71.08Profit $57.02
Paid
Essential Lawn - 5 Visit
$40.00Paid
Soil Builder - 4 Visit
$23.68Paid
Delivered
Soil Builder - Liquid Aeration
Chemical $0.08Labor $13.98Profit $57.020.47 hr
Liquid Aeration, Humic 12
$71.08
February 2026
Paid $40.00Delivered $56.54Profit $42.25
Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Essential Lawn - Pre-emergent & Feed
Chemical $0.31Labor $13.98Profit $42.250.47 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$56.54
Money for this customer
Revenue$426.64
Costs$0.00
Left After Costs$426.64
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 9/1/26 | Invoice | INV-2026-3390 | Paid | $54.52 |
| 8/1/26 | Invoice | INV-2026-3001 | Paid | $69.52 |
| 7/1/26 | Invoice | INV-2026-2585 | Paid | $54.52 |
| 6/1/26 | Invoice | INV-2026-2134 | Paid | $69.52 |
| 5/1/26 | Invoice | INV-2026-1751 | Paid | $54.52 |
| 4/1/26 | Invoice | INV-2026-1346 | Paid | $69.52 |
| 3/1/26 | Invoice | INV-2026-1003 | Paid | $54.52 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.