Shirley Cox

(337)555-0158 shirley.cox21@example.com 9447 Bermuda Avenue, Baton Rouge LA

Lead source: Nextdoor · Tax: Demo Parish 9.75%

Call Text Email Directions Invoices Contract Offer Add-on Payment Methods

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.

Help Article

LeadMar 7

ContactedSkipped

EstimateSkipped

SentSkipped

WonSkipped

ScheduledFeb 1

DoneOct 23

PaidSep 1

Review

Paid · Step 8 of 9 · 4 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.

Help Article

Lifetime ValueNo data yetfills in with the first payment Balance$0.00all paid

Profit, 12 Months$380.6670% margin

Customer For1.6 yearssince Mar 7, 2025

Pay SpeedNo data yetaverage days to pay

Callbacks0re-dos logged

ReviewNot askedask from the Reviews tab

Worth HavingWorth havingMargin 70%

EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route

Service History

What was put on the yard. This is the record, not the bill.

Chemicals Used

Turf

0-0-25 Potash Liquid1.15 Quarts
16-4-8 Liquid Fertilizer0.79 Gallons
24-0-11 Granular35.43 Pounds
Atrazine 4L6.64 Ounces
Celsius WG0.72 Ounces
Iron Plus 6%1.6 Pints
Nonionic Surfactant4.09 Ounces
Prodiamine 65 WDG3.17 Ounces
SpeedZone Southern EW9.08 Ounces

Landscape

16-4-8 Liquid Fertilizer1.89 Pints
Bifenthrin 7.9%1.38 Ounces
Daconil Weatherstik5.31 Ounces
Horticultural Oil10.17 Ounces
Merit 75 WSP0.25 Ounces

10/23/26 Shrub & Bed Care - Fall OilShirley Cox - Home · Horticultural Oil83 °F · Wind 2 mph S · Humidity 52% · Soil Moist · Rain Yes

Applied on LandscapeOpen water NoSensitive area No

07:51:00 to 08:12:00 · 21 min · Mia Boudreaux

Product	Where	Used	Rate	How
Horticultural Oil EPA 48813-1-DEMO Mineral oil 98%	Landscape	5.01 Ounces	2 Fluid Ounce / 1,000 Square Ft.	Hose Reel

10/16/26 Essential Lawn - Fall Pre-emergentShirley Cox - Home · Prodiamine 65 WDG, 0-0-25 Potash Liquid83 °F · Wind 2 mph NE · Humidity 50% · Soil Moist

Applied on TurfOpen water NoSensitive area No

09:17:00 to 09:35:00 · 18 min · Mia Boudreaux

Product	Where	Used	Rate	How
Prodiamine 65 WDG EPA 100-834-DEMO Prodiamine 65%	Turf	1.64 Ounces	0.18 Fluid Ounce / 1,000 Square Ft.	Hose Reel
0-0-25 Potash Liquid K 25%	Turf	1.15 Quarts	4 Fluid Ounce / 1,000 Square Ft.	Hose Reel

8/31/26 Shrub & Bed Care - Late Summer FeedShirley Cox - Home · 16-4-8 Liquid Fertilizer98 °F · Wind 12 mph N · Humidity 75% · Soil Moist

Applied on LandscapeOpen water NoSensitive area No

09:57:00 to 10:16:00 · 19 min · Mia Boudreaux

Product	Where	Used	Rate	How
16-4-8 Liquid Fertilizer N 16%P 4%K 8%	Landscape	14.86 Ounces	6 Fluid Ounce / 1,000 Square Ft.	Hose Reel

8/26/26 Essential Lawn - Late Summer FeedShirley Cox - Home · 16-4-8 Liquid Fertilizer, Iron Plus 6%87 °F · Wind 9 mph S · Humidity 81% · Soil Moist · Rain Yes

Applied on TurfOpen water NoSensitive area No

08:11:00 to 08:35:00 · 24 min · Mia Boudreaux

Product	Where	Used	Rate	How
16-4-8 Liquid Fertilizer N 16%P 4%K 8%	Turf	1.6 Quarts	6 Fluid Ounce / 1,000 Square Ft.	Hose Reel
Iron Plus 6% Iron 6%Sulfur 4%	Turf	1.6 Pints	3 Fluid Ounce / 1,000 Square Ft.	Hose Reel

7/6/26 Shrub & Bed Care - Summer InsectShirley Cox - Home · Bifenthrin 7.9%87 °F · Wind 15 mph NE · Humidity 80% · Soil Dry · Rain Yes

Applied on LandscapeOpen water NoSensitive area No

11:12:00 to 11:30:00 · 18 min · Mia Boudreaux

Product	Where	Used	Rate	How
Bifenthrin 7.9% EPA 53883-189-DEMO Bifenthrin 7.9%	Landscape	1.38 Ounces	0.5 Fluid Ounce / 1,000 Square Ft.	Hose Reel

6/17/26 Essential Lawn - Summer Feed & WeedShirley Cox - Home · 24-0-11 Granular, Celsius WG93 °F · Wind 2 mph E · Humidity 67% · Soil Dry

Applied on TurfOpen water NoSensitive area No

08:36:00 to 08:57:00 · 21 min · Mia Boudreaux

Product	Where	Used	Rate	How
24-0-11 Granular N 24%K 11%	Turf	35.43 Pounds	4 Pound / 1,000 Square Ft.	Hose Reel
Celsius WG EPA 432-1507-DEMO ThiencarbazoneIodosulfuronDicamba	Turf	0.72 Ounces	0.09 Fluid Ounce / 1,000 Square Ft.	Hose Reel

5/26/26 Shrub & Bed Care - Disease GuardShirley Cox - Home · Daconil Weatherstik80 °F · Wind 6 mph N · Humidity 77% · Soil Moist

Applied on LandscapeOpen water NoSensitive area No

08:02:00 to 08:23:00 · 21 min · Mia Boudreaux

Product	Where	Used	Rate	How
Daconil Weatherstik EPA 100-1508-DEMO Chlorothalonil 54%	Landscape	5.31 Ounces	2 Fluid Ounce / 1,000 Square Ft.	Hose Reel

4/14/26 Essential Lawn - Spring Green-UpShirley Cox - Home · 16-4-8 Liquid Fertilizer, SpeedZone Southern EW75 °F · Wind 7 mph NE · Humidity 49% · Soil Wet

Applied on TurfOpen water NoSensitive area No

09:08:00 to 09:28:00 · 20 min · Mia Boudreaux

Product	Where	Used	Rate	How
16-4-8 Liquid Fertilizer N 16%P 4%K 8%	Turf	1.55 Quarts	6 Fluid Ounce / 1,000 Square Ft.	Hose Reel
SpeedZone Southern EW EPA 2217-1053-DEMO 24-DMecopropDicambaCarfentrazone	Turf	9.08 Ounces	1.1 Fluid Ounce / 1,000 Square Ft.	Hose Reel

3/31/26 Shrub & Bed Care - Spring Feed & InsectShirley Cox - Home · Merit 75 WSP, 16-4-8 Liquid Fertilizer73 °F · Wind 7 mph N · Humidity 80% · Soil Moist

Applied on LandscapeOpen water NoSensitive area No

08:11:00 to 08:31:00 · 20 min · Bree Trahan

Product	Where	Used	Rate	How
Merit 75 WSP EPA 432-1312-DEMO Imidacloprid 75%	Landscape	0.25 Ounces	0.09 Fluid Ounce / 1,000 Square Ft.	Hose Reel
16-4-8 Liquid Fertilizer N 16%P 4%K 8%	Landscape	15.33 Ounces	6 Fluid Ounce / 1,000 Square Ft.	Hose Reel

2/16/26 Essential Lawn - Pre-emergent & FeedShirley Cox - Home · Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant68 °F · Wind 6 mph W · Humidity 92% · Soil Dry · Rain Yes

Applied on TurfOpen water NoSensitive area No

08:47:00 to 09:09:00 · 22 min · Darius Comeaux

Product	Where	Used	Rate	How
Prodiamine 65 WDG EPA 100-834-DEMO Prodiamine 65%	Turf	1.53 Ounces	0.18 Fluid Ounce / 1,000 Square Ft.	Hose Reel
Atrazine 4L EPA 100-497-DEMO Atrazine 42.6%	Turf	6.64 Ounces	0.75 Fluid Ounce / 1,000 Square Ft.	Hose Reel
Nonionic Surfactant Alkylphenol ethoxylate	Turf	4.09 Ounces	0.5 Fluid Ounce / 1,000 Square Ft.	Hose Reel

2/3/26 Shrub & Bed Care - Dormant OilShirley Cox - Home · Horticultural Oil63 °F · Wind 9 mph E · Humidity 77% · Soil Dry

Applied on LandscapeOpen water NoSensitive area No

08:01:00 to 08:20:00 · 19 min · Mia Boudreaux

Product	Where	Used	Rate	How
Horticultural Oil EPA 48813-1-DEMO Mineral oil 98%	Landscape	5.16 Ounces	2 Fluid Ounce / 1,000 Square Ft.	Hose Reel

10/27/25 Shrub & Bed Care - Fall OilShirley Cox - Home · Horticultural Oil75 °F · Wind 3 mph NE · Humidity 79% · Soil Wet

Applied on LandscapeOpen water NoSensitive area No

10:04:00 to 10:24:00 · 20 min · Mia Boudreaux

Product	Where	Used	Rate	How
Horticultural Oil EPA 48813-1-DEMO Mineral oil 98%	Landscape	5.06 Ounces	2 Fluid Ounce / 1,000 Square Ft.	Hose Reel