Essential Lawn - 5 Visit
$40.00Paid
5
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Carol Collins
Lead source: Facebook · 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.
LeadApr 28
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledFeb 10
DoneOct 19
PaidOct 1
ReviewAug 5
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$409.8775% margin
Customer For3.5 yearssince Apr 28, 2023
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewClicked linkAug 5, 2026Worth HavingWorth havingMargin 75%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$624.35Paid
$693.10Delivered
$538.95Profit
$2.07Chemical
$152.08Labor
5.07Hours
$68.76Work ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 77.8% margin. Time is the estimate for that size.
October 2026
Paid $74.41Delivered $126.31Profit $98.37
Paid
Soil Builder - 4 Visit
$23.49Paid
Fire Ant & Flea - 2 Visit
$10.92Paid
Delivered
Soil Builder - Fall Potash
Chemical $0.00Labor $13.83Profit $56.530.46 hr
0-0-25 Potash Liquid, Humic 12
$70.36
Essential Lawn - Fall Pre-emergent
Chemical $0.30Labor $13.83Profit $41.830.46 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$55.95
September 2026
Paid $74.41Delivered $65.51Profit $51.61
Paid
Essential Lawn - 5 Visit
$40.00Paid
Soil Builder - 4 Visit
$23.49Paid
Fire Ant & Flea - 2 Visit
$10.92Paid
Delivered
Fire Ant & Flea - Fall Ant Bait
Chemical $0.07Labor $13.83Profit $51.610.46 hr
Fire Ant Bait
$65.51
August 2026
Paid $74.41Delivered $125.87Profit $98.14
Paid
Essential Lawn - 5 Visit
$40.00Paid
Soil Builder - 4 Visit
$23.49Paid
Fire Ant & Flea - 2 Visit
$10.92Paid
Delivered
Soil Builder - Summer Soil Boost
Chemical $0.07Labor $13.83Profit $56.610.46 hr
Liquid Aeration, Soil Wetting Agent
$70.51
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $13.83Profit $41.530.46 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$55.36
July 2026
Paid $74.41
Paid
Essential Lawn - 5 Visit
$40.00Paid
Soil Builder - 4 Visit
$23.49Paid
Fire Ant & Flea - 2 Visit
$10.92Paid
Delivered
No work this month.
June 2026
Paid $74.41Delivered $57.43Profit $42.57
Paid
Essential Lawn - 5 Visit
$40.00Paid
Soil Builder - 4 Visit
$23.49Paid
Fire Ant & Flea - 2 Visit
$10.92Paid
Delivered
Essential Lawn - Summer Feed & Weed
Chemical $1.04Labor $13.83Profit $42.570.46 hr
24-0-11 Granular, Celsius WG
$57.43
May 2026
Paid $74.41Delivered $70.51Profit $56.61
Paid
Essential Lawn - 5 Visit
$40.00Paid
Soil Builder - 4 Visit
$23.49Paid
Fire Ant & Flea - 2 Visit
$10.92Paid
Delivered
Soil Builder - Wetting Agent
Chemical $0.07Labor $13.83Profit $56.610.46 hr
Soil Wetting Agent, Humic 12
$70.51
April 2026
Paid $74.41Delivered $121.02Profit $93.22
Paid
Essential Lawn - 5 Visit
$40.00Paid
Soil Builder - 4 Visit
$23.49Paid
Fire Ant & Flea - 2 Visit
$10.92Paid
Delivered
Essential Lawn - Spring Green-Up
Chemical $0.07Labor $13.83Profit $41.610.46 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$55.51
Fire Ant & Flea - Spring Ant Bait
Chemical $0.07Labor $13.83Profit $51.610.46 hr
Fire Ant Bait
$65.51
March 2026
Paid $63.49Delivered $70.51Profit $56.61
Paid
Essential Lawn - 5 Visit
$40.00Paid
Soil Builder - 4 Visit
$23.49Paid
Delivered
Soil Builder - Liquid Aeration
Chemical $0.07Labor $13.83Profit $56.610.46 hr
Liquid Aeration, Humic 12
$70.51
February 2026
Paid $40.00Delivered $55.95Profit $41.83
Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Essential Lawn - Pre-emergent & Feed
Chemical $0.30Labor $13.83Profit $41.830.46 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$55.95
Money for this customer
Revenue$543.44
Costs$0.00
Left After Costs$543.44
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 10/1/26 | Invoice | INV-2026-3738 | Paid | $63.16 |
| 9/1/26 | Invoice | INV-2026-3396 | Paid | $121.32 |
| 7/1/26 | Invoice | INV-2026-2592 | Paid | $53.16 |
| 6/1/26 | Invoice | INV-2026-2140 | Paid | $68.16 |
| 5/1/26 | Invoice | INV-2026-1758 | Paid | $116.32 |
| 4/1/26 | Invoice | INV-2026-1352 | Paid | $68.16 |
| 3/1/26 | Invoice | INV-2026-1009 | Paid | $53.16 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.