Essential Lawn - 5 Visit
$40.00Paid
4
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Shirley Cox
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.
LeadMar 7
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledFeb 1
DoneOct 23
PaidSep 1
ReviewAug 27
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$369.1668% margin
Customer For1.6 yearssince Mar 7, 2025
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewAskedAug 27, 2026Worth HavingWorth havingMargin 68%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$698.82Paid
$653.95Delivered
$480.31Profit
$2.24Chemical
$171.40Labor
5.71Hours
$44.87Paid ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 73.4% margin. Time is the estimate for that size.
October 2026
Paid $66.06Delivered $109.77Profit $80.86
Delivered
Essential Lawn - Fall Pre-emergent
Chemical $0.34Labor $14.28Profit $43.100.48 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$57.73
Shrub & Bed Care - Fall Oil
Chemical $0.00Labor $14.28Profit $37.760.48 hr
Horticultural Oil
$52.04
September 2026
Paid $66.06
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$26.06Paid
Delivered
No work this month.
August 2026
Paid $66.06Delivered $109.08Profit $80.51
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$26.06Paid
Delivered
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $14.28Profit $42.760.48 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$57.04
Shrub & Bed Care - Late Summer Feed
Chemical $0.00Labor $14.28Profit $37.760.48 hr
16-4-8 Liquid Fertilizer
$52.04
July 2026
Paid $66.06Delivered $52.04Profit $37.76
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$26.06Paid
Delivered
Shrub & Bed Care - Summer Insect
Chemical $0.00Labor $14.28Profit $37.760.48 hr
Bifenthrin 7.9%
$52.04
June 2026
Paid $66.06Delivered $59.45Profit $43.96
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$26.06Paid
Delivered
Essential Lawn - Summer Feed & Weed
Chemical $1.20Labor $14.28Profit $43.960.48 hr
24-0-11 Granular, Celsius WG
$59.45
May 2026
Paid $66.06Delivered $52.04Profit $37.76
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$26.06Paid
Delivered
Shrub & Bed Care - Disease Guard
Chemical $0.00Labor $14.28Profit $37.760.48 hr
Daconil Weatherstik
$52.04
April 2026
Paid $66.06Delivered $57.21Profit $42.84
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$26.06Paid
Delivered
Essential Lawn - Spring Green-Up
Chemical $0.09Labor $14.28Profit $42.840.48 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$57.21
March 2026
Paid $66.06Delivered $52.56Profit $38.01
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$26.06Paid
Delivered
Shrub & Bed Care - Spring Feed & Insect
Chemical $0.26Labor $14.28Profit $38.010.48 hr
Merit 75 WSP, 16-4-8 Liquid Fertilizer
$52.56
February 2026
Paid $66.06Delivered $109.77Profit $80.86
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$26.06Paid
Delivered
Shrub & Bed Care - Dormant Oil
Chemical $0.00Labor $14.28Profit $37.760.48 hr
Horticultural Oil
$52.04
Essential Lawn - Pre-emergent & Feed
Chemical $0.34Labor $14.28Profit $43.100.48 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$57.73
January 2026
Paid $26.06
Paid
Shrub & Bed Care - 6 Visit
$26.06Paid
Delivered
No work this month.
December 2025
Paid $26.06
Paid
Shrub & Bed Care - 6 Visit
$26.06Paid
Delivered
No work this month.
November 2025
Paid $26.06
Paid
Shrub & Bed Care - 6 Visit
$26.06Paid
Delivered
No work this month.
October 2025
Paid $26.06Delivered $52.04Profit $37.76
Paid
Shrub & Bed Care - 6 Visit
$26.06Paid
Delivered
Shrub & Bed Care - Fall Oil
Chemical $0.00Labor $14.28Profit $37.760.48 hr
Horticultural Oil
$52.04
Money for this customer
Revenue$542.40
Costs$0.00
Left After Costs$542.40
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 9/1/26 | Invoice | INV-2026-3392 | Paid | $109.48 |
| 8/1/26 | Invoice | INV-2026-3003 | Paid | $52.24 |
| 7/1/26 | Invoice | INV-2026-2587 | Paid | $57.24 |
| 6/1/26 | Invoice | INV-2026-2136 | Paid | $52.24 |
| 5/1/26 | Invoice | INV-2026-1753 | Paid | $57.24 |
| 4/1/26 | Invoice | INV-2026-1348 | Paid | $52.24 |
| 3/1/26 | Invoice | INV-2026-1005 | Paid | $109.48 |
| 11/1/25 | Invoice | INV-2025-0059 | Paid | $52.24 |
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.