Essential Lawn - 5 Visit
$40.00Paid
8
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Nick Thomas
Lead source: Facebook · Tax: Demo City 10.75%
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.
LeadOct 28
ContactedSkipped
Site SurveySkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledFeb 1
DoneOct 17
PaidOct 1
ReviewOct 17
Review · Step 10 of 10 · 5 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$526.7471% margin
Customer For3 yearssince Oct 28, 2023
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewAskedOct 17, 2026Worth HavingWorth havingMargin 71%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$787.16Paid
$829.82Delivered
$607.75Profit
$2.66Chemical
$219.41Labor
7.31Hours
$42.66Work ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 73.2% margin. Time is the estimate for that size.
October 2026
Paid $84.50Delivered $112.36Profit $82.73
Paid
Shrub & Bed Care - 6 Visit
$26.70Paid
Bed & Gravel Weed Control
$17.80Paid
Delivered
Essential Lawn - Fall Pre-emergent
Chemical $0.38Labor $14.63Profit $44.050.49 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$59.06
Shrub & Bed Care - Fall Oil
Chemical $0.00Labor $14.63Profit $38.670.49 hr
Horticultural Oil
$53.30
September 2026
Paid $84.50Delivered $53.49Profit $38.77
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$26.70Paid
Bed & Gravel Weed Control
$17.80Paid
Delivered
Bed & Gravel Weed Control - Fall Barrier
Chemical $0.10Labor $14.63Profit $38.770.49 hr
Indaziflam Surface, Glyphosate 41%
$53.49
August 2026
Paid $84.50Delivered $111.60Profit $82.35
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$26.70Paid
Bed & Gravel Weed Control
$17.80Paid
Delivered
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $14.63Profit $43.670.49 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$58.30
Shrub & Bed Care - Late Summer Feed
Chemical $0.00Labor $14.63Profit $38.670.49 hr
16-4-8 Liquid Fertilizer
$53.30
July 2026
Paid $84.50
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$26.70Paid
Bed & Gravel Weed Control
$17.80Paid
Delivered
No work this month.
June 2026
Paid $84.50Delivered $167.56Profit $122.35
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$26.70Paid
Bed & Gravel Weed Control
$17.80Paid
Delivered
Essential Lawn - Summer Feed & Weed
Chemical $1.33Labor $14.63Profit $45.000.49 hr
24-0-11 Granular, Celsius WG
$60.96
Bed & Gravel Weed Control - Spot Spray 2
Chemical $0.00Labor $14.63Profit $38.670.49 hr
Glyphosate 41%
$53.30
Shrub & Bed Care - Summer Insect
Chemical $0.00Labor $14.63Profit $38.670.49 hr
Bifenthrin 7.9%
$53.30
May 2026
Paid $84.50Delivered $106.60Profit $77.35
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$26.70Paid
Bed & Gravel Weed Control
$17.80Paid
Delivered
Bed & Gravel Weed Control - Spot Spray 1
Chemical $0.00Labor $14.63Profit $38.670.49 hr
Glyphosate 41%
$53.30
Shrub & Bed Care - Disease Guard
Chemical $0.00Labor $14.63Profit $38.670.49 hr
Daconil Weatherstik
$53.30
April 2026
Paid $84.50Delivered $112.36Profit $82.73
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$26.70Paid
Bed & Gravel Weed Control
$17.80Paid
Delivered
Shrub & Bed Care - Spring Feed & Insect
Chemical $0.29Labor $14.63Profit $38.960.49 hr
Merit 75 WSP, 16-4-8 Liquid Fertilizer
$53.87
Essential Lawn - Spring Green-Up
Chemical $0.10Labor $14.63Profit $43.770.49 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$58.49
March 2026
Paid $84.50
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$26.70Paid
Bed & Gravel Weed Control
$17.80Paid
Delivered
No work this month.
February 2026
Paid $84.50Delivered $112.55Profit $82.82
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$26.70Paid
Bed & Gravel Weed Control
$17.80Paid
Delivered
Essential Lawn - Pre-emergent & Feed
Chemical $0.38Labor $14.63Profit $44.050.49 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$59.06
Bed & Gravel Weed Control - Pre-emergent Barrier
Chemical $0.10Labor $14.63Profit $38.770.49 hr
Indaziflam Surface, Spray Pattern Dye
$53.49
January 2026
Paid $26.70Delivered $53.30Profit $38.67
Paid
Shrub & Bed Care - 6 Visit
$26.70Paid
Delivered
Shrub & Bed Care - Dormant Oil
Chemical $0.00Labor $14.63Profit $38.670.49 hr
Horticultural Oil
$53.30
Money for this customer
Revenue$738.90
Costs$0.00
Left After Costs$738.90
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 10/1/26 | Invoice | INV-2026-3737 | Paid | $55.30 |
| 9/1/26 | Invoice | INV-2026-3395 | Paid | $115.60 |
| 7/1/26 | Invoice | INV-2026-2591 | Paid | $170.90 |
| 6/1/26 | Invoice | INV-2026-2139 | Paid | $110.60 |
| 5/1/26 | Invoice | INV-2026-1757 | Paid | $115.60 |
| 3/1/26 | Invoice | INV-2026-1008 | Paid | $115.60 |
| 2/1/26 | Invoice | INV-2026-0676 | Paid | $55.30 |
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.