Essential Lawn - 5 Visit
$40.00Paid
12
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Patricia Allen
Lead source: Other · 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.
Gate Code
LeadJun 14
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledOct 26
DoneOct 22
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.
Lifetime ValueNo data yetfills in with the first paymentBalance$0.00all paid
Profit, 12 Months$1,569.5875% margin
Customer For131 dayssince Jun 14, 2026
Pay SpeedNo data yetaverage days to pay
Callbacks2re-dos logged
ReviewNot askedask from the Reviews tabWorth HavingKeep an eye on2 callbacks, margin 75%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$2,960.24Paid
$2,496.28Delivered
$1,984.55Profit
$6.14Chemical
$505.59Labor
16.85Hours
$463.95Paid ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 79.5% margin. Time is the estimate for that size.
October 2026
Paid $220.93Delivered $273.85Profit $208.72
Paid
Shrub & Bed Care - 6 Visit
$20.31Paid
Premier Lawn - 9 Visit
$70.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$20.62Paid
Delivered
Premier Lawn - Fall Disease Guard
Chemical $0.10Labor $14.63Profit $55.120.49 hr
Azoxystrobin 2SC, 0-0-25 Potash Liquid
$69.84
Premier Lawn - Fall Disease Guard
Chemical $0.09Labor $14.25Profit $52.740.47 hr
Azoxystrobin 2SC, 0-0-25 Potash Liquid
$67.07
Essential Lawn - Fall Pre-emergent
Chemical $0.25Labor $13.37Profit $41.480.45 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$55.09
Shrub & Bed Care - Fall Oil
Chemical $0.00Labor $11.31Profit $29.930.38 hr
Horticultural Oil
$41.23
Shrub & Bed Care - Fall Oil
Chemical $0.00Labor $11.15Profit $29.460.37 hr
Horticultural Oil
$40.62
September 2026
Paid $670.93
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.31Paid
Pond Clear - 3 Visit
$450.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$20.62Paid
Delivered
No work this month.
August 2026
Paid $220.93Delivered $423.30Profit $347.43
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.31Paid
Premier Lawn - 9 Visit
$70.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$20.62Paid
Delivered
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $13.37Profit $41.180.45 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$54.55
Premier Lawn - Late Summer Feed
Chemical $0.09Labor $14.25Profit $52.740.47 hr
16-4-8 Liquid Fertilizer, Soil Wetting Agent
$67.07
Pond Clear - Late Summer Pond Treatment
Chemical $0.00Labor $11.00Profit $139.000.37 hr
Diquat Aquatic
$150.00
Shrub & Bed Care - Late Summer Feed
Chemical $0.00Labor $11.15Profit $29.460.37 hr
16-4-8 Liquid Fertilizer
$40.62
Shrub & Bed Care - Late Summer Feed
Chemical $0.00Labor $11.31Profit $29.930.38 hr
16-4-8 Liquid Fertilizer
$41.23
Premier Lawn - Late Summer Feed
Chemical $0.10Labor $14.63Profit $55.120.49 hr
16-4-8 Liquid Fertilizer, Soil Wetting Agent
$69.84
July 2026
Paid $220.93Delivered $218.38Profit $167.05
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.31Paid
Premier Lawn - 9 Visit
$70.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$20.62Paid
Delivered
Shrub & Bed Care - Summer Insect
Chemical $0.00Labor $11.15Profit $29.460.37 hr
Bifenthrin 7.9%
$40.62
Shrub & Bed Care - Summer Insect
Chemical $0.00Labor $11.31Profit $29.930.38 hr
Bifenthrin 7.9%
$41.23
Premier Lawn - Insect & Iron
Chemical $0.00Labor $14.63Profit $55.000.49 hr
Bifenthrin 7.9%, Iron Plus 6%
$69.63
Premier Lawn - Insect & Iron
Chemical $0.00Labor $14.25Profit $52.650.47 hr
Bifenthrin 7.9%, Iron Plus 6%
$66.90
June 2026
Paid $220.93Delivered $343.37Profit $289.08
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.31Paid
Premier Lawn - 9 Visit
$70.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$20.62Paid
Delivered
Premier Lawn - Summer Feed & Sedge
Chemical $0.10Labor $14.63Profit $55.120.49 hr
16-4-8 Liquid Fertilizer, Dismiss South
$69.84
Premier Lawn - Summer Feed & Sedge
Chemical $0.09Labor $14.25Profit $52.740.47 hr
16-4-8 Liquid Fertilizer, Dismiss South
$67.07
Pond Clear - Summer Pond Treatment
Chemical $0.00Labor $11.00Profit $139.000.37 hr
Diquat Aquatic
$150.00
Essential Lawn - Summer Feed & Weed
Chemical $0.87Labor $13.37Profit $42.220.45 hr
24-0-11 Granular, Celsius WG
$56.46
May 2026
Paid $220.93Delivered $218.76Profit $167.25
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.31Paid
Premier Lawn - 9 Visit
$70.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$20.62Paid
Delivered
Premier Lawn - Grub Prevention
Chemical $0.10Labor $14.63Profit $55.120.49 hr
Acelepryn, Humic 12
$69.84
Premier Lawn - Grub Prevention
Chemical $0.09Labor $14.25Profit $52.740.47 hr
Acelepryn, Humic 12
$67.07
Shrub & Bed Care - Disease Guard
Chemical $0.00Labor $11.15Profit $29.460.37 hr
Daconil Weatherstik
$40.62
Shrub & Bed Care - Disease Guard
Chemical $0.00Labor $11.31Profit $29.930.38 hr
Daconil Weatherstik
$41.23
April 2026
Paid $220.93Delivered $385.65Profit $319.38
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.31Paid
Premier Lawn - 9 Visit
$70.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$20.62Paid
Delivered
Premier Lawn - Spring Green-Up
Chemical $0.95Labor $14.63Profit $56.140.49 hr
24-0-11 Granular, Iron Plus 6%
$71.72
Shrub & Bed Care - Spring Feed & Insect
Chemical $0.01Labor $11.15Profit $29.480.37 hr
Merit 75 WSP, 16-4-8 Liquid Fertilizer
$40.64
Pond Clear - Spring Pond Treatment
Chemical $0.00Labor $11.00Profit $139.000.37 hr
Diquat Aquatic
$150.00
Essential Lawn - Spring Green-Up
Chemical $0.06Labor $13.37Profit $41.260.45 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$54.68
Premier Lawn - Spring Green-Up
Chemical $0.85Labor $14.25Profit $53.500.47 hr
24-0-11 Granular, Iron Plus 6%
$68.60
March 2026
Paid $220.93Delivered $108.35Profit $82.69
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.31Paid
Premier Lawn - 9 Visit
$70.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$20.62Paid
Delivered
Premier Lawn - Broadleaf & Feed
Chemical $0.09Labor $14.25Profit $52.740.47 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$67.07
Shrub & Bed Care - Spring Feed & Insect
Chemical $0.02Labor $11.31Profit $29.960.38 hr
Merit 75 WSP, 16-4-8 Liquid Fertilizer
$41.28
February 2026
Paid $220.93Delivered $124.93Profit $96.60
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.31Paid
Premier Lawn - 9 Visit
$70.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$20.62Paid
Delivered
Essential Lawn - Pre-emergent & Feed
Chemical $0.25Labor $13.37Profit $41.480.45 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$55.09
Premier Lawn - Broadleaf & Feed
Chemical $0.10Labor $14.63Profit $55.120.49 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$69.84
January 2026
Paid $180.93Delivered $219.89Profit $167.84
Paid
Shrub & Bed Care - 6 Visit
$20.31Paid
Premier Lawn - 9 Visit
$70.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$20.62Paid
Delivered
Premier Lawn - Pre-emergent Round 1
Chemical $0.38Labor $14.63Profit $55.460.49 hr
Prodiamine 65 WDG, Atrazine 4L
$70.47
Premier Lawn - Pre-emergent Round 1
Chemical $0.34Labor $14.25Profit $52.990.47 hr
Prodiamine 65 WDG, Atrazine 4L
$67.58
Shrub & Bed Care - Dormant Oil
Chemical $0.00Labor $11.31Profit $29.930.38 hr
Horticultural Oil
$41.23
Shrub & Bed Care - Dormant Oil
Chemical $0.00Labor $11.15Profit $29.460.37 hr
Horticultural Oil
$40.62
December 2025
Paid $160.31
Paid
Shrub & Bed Care - 6 Visit
$20.31Paid
Premier Lawn - 9 Visit
$70.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
No work this month.
November 2025
Paid $160.31Delivered $139.18Profit $109.05
Paid
Shrub & Bed Care - 6 Visit
$20.31Paid
Premier Lawn - 9 Visit
$70.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Winter Pre-emergent
Chemical $0.67Labor $14.63Profit $55.800.49 hr
Prodiamine 65 WDG, Celsius WG
$71.09
Premier Lawn - Winter Pre-emergent
Chemical $0.60Labor $14.25Profit $53.250.47 hr
Prodiamine 65 WDG, Celsius WG
$68.09
October 2025
Paid $20.31Delivered $40.62Profit $29.46
Paid
Shrub & Bed Care - 6 Visit
$20.31Paid
Delivered
Shrub & Bed Care - Fall Oil
Chemical $0.00Labor $11.15Profit $29.460.37 hr
Horticultural Oil
$40.62
Money for this customer
Revenue$2,080.72
Costs$0.00
Left After Costs$2,080.72
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 9/1/26 | Invoice | INV-2026-3394 | Paid | $446.46 |
| 7/1/26 | Invoice | INV-2026-2593 | Paid | $347.08 |
| 6/1/26 | Invoice | INV-2026-2140 | Paid | $236.58 |
| 5/1/26 | Invoice | INV-2026-1762 | Paid | $391.16 |
| 4/1/26 | Invoice | INV-2026-1355 | Paid | $122.20 |
| 3/1/26 | Invoice | INV-2026-1004 | Paid | $119.38 |
| 2/1/26 | Invoice | INV-2026-0670 | Paid | $236.58 |
| 12/1/25 | Invoice | INV-2025-0343 | Paid | $137.20 |
| 11/1/25 | Invoice | INV-2025-0060 | Paid | $44.08 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.