Essential Lawn - 5 Visit
$40.00Paid
4
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Barbara Walker
Lead source: Door Hanger · Tax exempt (DEMO-EX-1440)
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.
LeadJan 1
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledOct 25
DoneOct 12
PaidOct 1
ReviewOct 13
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$504.1677% margin
Customer For3.8 yearssince Jan 1, 2023
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewClicked linkOct 13, 2026Worth HavingWorth havingMargin 77%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$1,020.00Paid
$740.44Delivered
$566.49Profit
$4.00Chemical
$169.95Labor
5.67Hours
$279.56Paid ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 76.5% margin. Time is the estimate for that size.
October 2026
Paid $95.00Delivered $58.99Profit $45.03
Delivered
Essential Lawn - Fall Pre-emergent
Chemical $0.28Labor $13.67Profit $45.030.46 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$58.99
September 2026
Paid $95.00Delivered $63.06Profit $48.46
Paid
Essential Lawn - 5 Visit
$40.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Fall Feed & Disease Guard
Chemical $0.09Labor $14.51Profit $48.460.48 hr
0-0-25 Potash Liquid, Azoxystrobin 2SC
$63.06
August 2026
Paid $95.00Delivered $121.85Profit $93.29
Paid
Essential Lawn - 5 Visit
$40.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Summer Feed
Chemical $0.37Labor $14.51Profit $48.740.48 hr
16-4-8 Liquid Fertilizer, Celsius WG
$63.62
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $13.67Profit $44.560.46 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$58.23
July 2026
Paid $95.00
Paid
Essential Lawn - 5 Visit
$40.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
No work this month.
June 2026
Paid $95.00Delivered $123.76Profit $94.59
Paid
Essential Lawn - 5 Visit
$40.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Insect Shield
Chemical $0.00Labor $14.51Profit $48.370.48 hr
Bifenthrin 7.9%, Iron Plus 6%
$62.88
Essential Lawn - Summer Feed & Weed
Chemical $0.98Labor $13.67Profit $46.220.46 hr
24-0-11 Granular, Celsius WG
$60.88
May 2026
Paid $95.00
Paid
Essential Lawn - 5 Visit
$40.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
No work this month.
April 2026
Paid $95.00Delivered $123.51Profit $94.15
Paid
Essential Lawn - 5 Visit
$40.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Essential Lawn - Spring Green-Up
Chemical $0.07Labor $13.67Profit $44.680.46 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$58.42
Signature Lawn - Green-Up & Sedge
Chemical $1.10Labor $14.51Profit $49.470.48 hr
24-0-11 Granular, Sedgehammer Plus
$65.09
March 2026
Paid $95.00Delivered $63.06Profit $48.46
Paid
Essential Lawn - 5 Visit
$40.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Weed Control & Feed
Chemical $0.09Labor $14.51Profit $48.460.48 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$63.06
February 2026
Paid $95.00Delivered $58.99Profit $45.03
Paid
Essential Lawn - 5 Visit
$40.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Essential Lawn - Pre-emergent & Feed
Chemical $0.28Labor $13.67Profit $45.030.46 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$58.99
January 2026
Paid $55.00Delivered $63.62Profit $48.74
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Pre-emergent Round 1
Chemical $0.37Labor $14.51Profit $48.740.48 hr
Prodiamine 65 WDG, Atrazine 4L, Spray Pattern Dye
$63.62
December 2025
Paid $55.00
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
No work this month.
November 2025
Paid $55.00Delivered $63.62Profit $48.74
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Winter Pre-emergent
Chemical $0.37Labor $14.51Profit $48.740.48 hr
Prodiamine 65 WDG, Atrazine 4L
$63.62
Money for this customer
Revenue$657.16
Costs$0.00
Left After Costs$657.16
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 10/1/26 | Invoice | INV-2026-3741 | Paid | $64.28 |
| 9/1/26 | Invoice | INV-2026-3397 | Paid | $116.08 |
| 7/1/26 | Invoice | INV-2026-2595 | Paid | $116.08 |
| 5/1/26 | Invoice | INV-2026-1759 | Paid | $116.08 |
| 4/1/26 | Invoice | INV-2026-1355 | Paid | $64.28 |
| 3/1/26 | Invoice | INV-2026-1010 | Paid | $51.80 |
| 2/1/26 | Invoice | INV-2026-0679 | Paid | $64.28 |
| 12/1/25 | Invoice | INV-2025-0340 | Paid | $64.28 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.