Essential Lawn - 5 Visit
$40.00Paid
13
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Joseph Clark
Lead source: Website · 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.
LeadNov 11
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledOct 26
DoneOct 20
PaidOct 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$1,315.2272% margin
Customer For4 yearssince Nov 11, 2022
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewNot askedask from the Reviews tabWorth HavingWorth havingMargin 72%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$3,014.90Paid
$2,210.38Delivered
$1,665.46Profit
$6.48Chemical
$538.44Labor
17.95Hours
$804.53Paid ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 75.3% margin. Time is the estimate for that size.
October 2026
Paid $291.35Delivered $271.32Profit $205.57
Paid
Bed & Gravel Weed Control
$16.67Paid
Essential Lawn - 5 Visit
$79.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$25.43Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.25Paid
Delivered
Premier Lawn - Fall Disease Guard
Chemical $0.07Labor $13.67Profit $52.190.46 hr
Azoxystrobin 2SC, 0-0-25 Potash Liquid
$65.93
Essential Lawn - Fall Pre-emergent
Chemical $0.28Labor $13.71Profit $41.510.46 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$55.51
Essential Lawn - Fall Pre-emergent
Chemical $0.13Labor $12.26Profit $38.470.41 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$50.86
Essential Lawn - Fall Pre-emergent
Chemical $0.33Labor $14.17Profit $44.010.47 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$58.51
Shrub & Bed Care - Fall Oil
Chemical $0.00Labor $11.11Profit $29.390.37 hr
Horticultural Oil
$40.50
September 2026
Paid $291.35Delivered $50.08Profit $36.30
Paid
Essential Lawn - 5 Visit
$40.00Paid
Bed & Gravel Weed Control
$16.67Paid
Essential Lawn - 5 Visit
$79.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$25.43Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.25Paid
Delivered
Bed & Gravel Weed Control - Fall Barrier
Chemical $0.07Labor $13.71Profit $36.300.46 hr
Indaziflam Surface, Glyphosate 41%
$50.08
August 2026
Paid $291.35Delivered $320.48Profit $241.81
Paid
Essential Lawn - 5 Visit
$40.00Paid
Bed & Gravel Weed Control
$16.67Paid
Essential Lawn - 5 Visit
$79.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$25.43Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.25Paid
Delivered
Shrub & Bed Care - Late Summer Feed
Chemical $0.00Labor $11.11Profit $29.390.37 hr
16-4-8 Liquid Fertilizer
$40.50
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $14.17Profit $43.610.47 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$57.78
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $13.71Profit $41.230.46 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$54.94
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $12.26Profit $38.280.41 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$50.54
Shrub & Bed Care - Late Summer Feed
Chemical $0.00Labor $13.67Profit $37.110.46 hr
16-4-8 Liquid Fertilizer
$50.78
Premier Lawn - Late Summer Feed
Chemical $0.07Labor $13.67Profit $52.190.46 hr
16-4-8 Liquid Fertilizer, Soil Wetting Agent
$65.93
July 2026
Paid $291.35Delivered $207.00Profit $154.83
Paid
Essential Lawn - 5 Visit
$40.00Paid
Bed & Gravel Weed Control
$16.67Paid
Essential Lawn - 5 Visit
$79.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$25.43Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.25Paid
Delivered
Bed & Gravel Weed Control - Spot Spray 2
Chemical $0.00Labor $13.71Profit $36.230.46 hr
Glyphosate 41%
$49.94
Shrub & Bed Care - Summer Insect
Chemical $0.00Labor $11.11Profit $29.390.37 hr
Bifenthrin 7.9%
$40.50
Shrub & Bed Care - Summer Insect
Chemical $0.00Labor $13.67Profit $37.110.46 hr
Bifenthrin 7.9%
$50.78
Premier Lawn - Insect & Iron
Chemical $0.00Labor $13.67Profit $52.110.46 hr
Bifenthrin 7.9%, Iron Plus 6%
$65.78
June 2026
Paid $291.35Delivered $234.85Profit $178.35
Paid
Essential Lawn - 5 Visit
$40.00Paid
Bed & Gravel Weed Control
$16.67Paid
Essential Lawn - 5 Visit
$79.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$25.43Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.25Paid
Delivered
Premier Lawn - Summer Feed & Sedge
Chemical $0.07Labor $13.67Profit $52.190.46 hr
16-4-8 Liquid Fertilizer, Dismiss South
$65.93
Essential Lawn - Summer Feed & Weed
Chemical $0.46Labor $12.26Profit $38.930.41 hr
24-0-11 Granular, Celsius WG
$51.65
Essential Lawn - Summer Feed & Weed
Chemical $0.99Labor $13.71Profit $42.220.46 hr
24-0-11 Granular, Celsius WG
$56.93
Essential Lawn - Summer Feed & Weed
Chemical $1.16Labor $14.17Profit $45.010.47 hr
24-0-11 Granular, Celsius WG
$60.34
May 2026
Paid $291.35Delivered $157.22Profit $118.69
Paid
Essential Lawn - 5 Visit
$40.00Paid
Bed & Gravel Weed Control
$16.67Paid
Essential Lawn - 5 Visit
$79.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$25.43Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.25Paid
Delivered
Premier Lawn - Grub Prevention
Chemical $0.07Labor $13.67Profit $52.190.46 hr
Acelepryn, Humic 12
$65.93
Shrub & Bed Care - Disease Guard
Chemical $0.00Labor $13.67Profit $37.110.46 hr
Daconil Weatherstik
$50.78
Shrub & Bed Care - Disease Guard
Chemical $0.00Labor $11.11Profit $29.390.37 hr
Daconil Weatherstik
$40.50
April 2026
Paid $291.35Delivered $372.70Profit $279.28
Paid
Essential Lawn - 5 Visit
$40.00Paid
Bed & Gravel Weed Control
$16.67Paid
Essential Lawn - 5 Visit
$79.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$25.43Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.25Paid
Delivered
Shrub & Bed Care - Spring Feed & Insect
Chemical $0.01Labor $11.11Profit $29.400.37 hr
Merit 75 WSP, 16-4-8 Liquid Fertilizer
$40.53
Premier Lawn - Spring Green-Up
Chemical $0.70Labor $13.67Profit $52.950.46 hr
24-0-11 Granular, Iron Plus 6%
$67.32
Shrub & Bed Care - Spring Feed & Insect
Chemical $0.21Labor $13.67Profit $37.360.46 hr
Merit 75 WSP, 16-4-8 Liquid Fertilizer
$51.24
Essential Lawn - Spring Green-Up
Chemical $0.03Labor $12.26Profit $38.330.41 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$50.62
Essential Lawn - Spring Green-Up
Chemical $0.08Labor $14.17Profit $43.710.47 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$57.96
Essential Lawn - Spring Green-Up
Chemical $0.07Labor $13.71Profit $41.300.46 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$55.08
Bed & Gravel Weed Control - Spot Spray 1
Chemical $0.00Labor $13.71Profit $36.230.46 hr
Glyphosate 41%
$49.94
March 2026
Paid $291.35Delivered $65.93Profit $52.19
Paid
Essential Lawn - 5 Visit
$40.00Paid
Bed & Gravel Weed Control
$16.67Paid
Essential Lawn - 5 Visit
$79.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$25.43Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.25Paid
Delivered
Premier Lawn - Broadleaf & Feed
Chemical $0.07Labor $13.67Profit $52.190.46 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$65.93
February 2026
Paid $291.35Delivered $255.47Profit $189.68
Paid
Essential Lawn - 5 Visit
$40.00Paid
Bed & Gravel Weed Control
$16.67Paid
Essential Lawn - 5 Visit
$79.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$25.43Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.25Paid
Delivered
Shrub & Bed Care - Dormant Oil
Chemical $0.00Labor $11.11Profit $29.390.37 hr
Horticultural Oil
$40.50
Essential Lawn - Pre-emergent & Feed
Chemical $0.28Labor $13.71Profit $41.510.46 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$55.51
Essential Lawn - Pre-emergent & Feed
Chemical $0.13Labor $12.26Profit $38.470.41 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$50.86
Essential Lawn - Pre-emergent & Feed
Chemical $0.33Labor $14.17Profit $44.010.47 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$58.51
Bed & Gravel Weed Control - Pre-emergent Barrier
Chemical $0.07Labor $13.71Profit $36.300.46 hr
Indaziflam Surface, Spray Pattern Dye
$50.08
January 2026
Paid $115.68Delivered $117.18Profit $89.55
Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$25.43Paid
Shrub & Bed Care - 6 Visit
$20.25Paid
Delivered
Premier Lawn - Pre-emergent Round 1
Chemical $0.28Labor $13.67Profit $52.440.46 hr
Prodiamine 65 WDG, Atrazine 4L
$66.40
Shrub & Bed Care - Dormant Oil
Chemical $0.00Labor $13.67Profit $37.110.46 hr
Horticultural Oil
$50.78
December 2025
Paid $115.68
Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$25.43Paid
Shrub & Bed Care - 6 Visit
$20.25Paid
Delivered
No work this month.
November 2025
Paid $115.68Delivered $66.86Profit $52.70
Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$25.43Paid
Shrub & Bed Care - 6 Visit
$20.25Paid
Delivered
Premier Lawn - Winter Pre-emergent
Chemical $0.49Labor $13.67Profit $52.700.46 hr
Prodiamine 65 WDG, Celsius WG
$66.86
October 2025
Paid $45.68Delivered $91.28Profit $66.50
Paid
Shrub & Bed Care - 6 Visit
$25.43Paid
Shrub & Bed Care - 6 Visit
$20.25Paid
Delivered
Shrub & Bed Care - Fall Oil
Chemical $0.00Labor $11.11Profit $29.390.37 hr
Horticultural Oil
$40.50
Shrub & Bed Care - Fall Oil
Chemical $0.00Labor $13.67Profit $37.110.46 hr
Horticultural Oil
$50.78
Money for this customer
Revenue$1,817.20
Costs$0.00
Left After Costs$1,817.20
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 10/1/26 | Invoice | INV-2026-3733 | Paid | $47.14 |
| 9/1/26 | Invoice | INV-2026-3392 | Paid | $301.96 |
| 8/1/26 | Invoice | INV-2026-3004 | Paid | $195.74 |
| 7/1/26 | Invoice | INV-2026-2593 | Paid | $215.16 |
| 6/1/26 | Invoice | INV-2026-2142 | Paid | $148.60 |
| 5/1/26 | Invoice | INV-2026-1763 | Paid | $349.10 |
| 4/1/26 | Invoice | INV-2026-1358 | Paid | $61.80 |
| 3/1/26 | Invoice | INV-2026-1007 | Paid | $240.50 |
| 2/1/26 | Invoice | INV-2026-0674 | Paid | $108.60 |
| 12/1/25 | Invoice | INV-2025-0347 | Paid | $61.80 |
| 11/1/25 | Invoice | INV-2025-0065 | Paid | $86.80 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.