Essential Lawn - 5 Visit
$40.00Paid
6
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Nick Sanders
Lead source: Google Search · 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.
LeadAug 18
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledFeb 10
DoneOct 11
PaidOct 1
ReviewAug 17
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$394.1474% margin
Customer For3.2 yearssince Aug 18, 2023
Pay SpeedNo data yetaverage days to pay
Callbacks1re-dos logged
ReviewAskedAug 17, 2026Worth HavingWorth havingMargin 74%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$599.77Paid
$635.39Delivered
$484.30Profit
$1.56Chemical
$149.53Labor
4.98Hours
$35.61Work ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 76.2% margin. Time is the estimate for that size.
October 2026
Paid $69.97Delivered $106.44Profit $80.93
Delivered
Mosquito Shield - Mosquito Visit 7
Chemical $0.00Labor $11.65Profit $39.730.39 hr
Mosquito Barrier
$51.38
Essential Lawn - Fall Pre-emergent
Chemical $0.27Labor $13.60Profit $41.200.45 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$55.06
September 2026
Paid $69.97Delivered $51.38Profit $39.73
Paid
Essential Lawn - 5 Visit
$40.00Paid
Mosquito Shield - Monthly
$29.97Paid
Delivered
Mosquito Shield - Mosquito Visit 6
Chemical $0.00Labor $11.65Profit $39.730.39 hr
Mosquito Barrier
$51.38
August 2026
Paid $69.97Delivered $54.52Profit $40.92
Paid
Essential Lawn - 5 Visit
$40.00Paid
Mosquito Shield - Monthly
$29.97Paid
Delivered
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $13.60Profit $40.920.45 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$54.52
July 2026
Paid $69.97Delivered $51.38Profit $39.73
Paid
Essential Lawn - 5 Visit
$40.00Paid
Mosquito Shield - Monthly
$29.97Paid
Delivered
Mosquito Shield - Mosquito Visit 5
Chemical $0.00Labor $11.65Profit $39.730.39 hr
Mosquito Barrier
$51.38
June 2026
Paid $69.97Delivered $159.18Profit $121.34
Paid
Essential Lawn - 5 Visit
$40.00Paid
Mosquito Shield - Monthly
$29.97Paid
Delivered
Mosquito Shield - Mosquito Visit 3
Chemical $0.00Labor $11.65Profit $39.730.39 hr
Mosquito Barrier
$51.38
Essential Lawn - Summer Feed & Weed
Chemical $0.95Labor $13.60Profit $41.880.45 hr
24-0-11 Granular, Celsius WG
$56.42
Mosquito Shield - Mosquito Visit 4
Chemical $0.00Labor $11.65Profit $39.730.39 hr
Mosquito Barrier
$51.38
May 2026
Paid $69.97Delivered $51.38Profit $39.73
Paid
Essential Lawn - 5 Visit
$40.00Paid
Mosquito Shield - Monthly
$29.97Paid
Delivered
Mosquito Shield - Mosquito Visit 2
Chemical $0.00Labor $11.65Profit $39.730.39 hr
Mosquito Barrier
$51.38
April 2026
Paid $69.97Delivered $54.66Profit $40.99
Paid
Essential Lawn - 5 Visit
$40.00Paid
Mosquito Shield - Monthly
$29.97Paid
Delivered
Essential Lawn - Spring Green-Up
Chemical $0.07Labor $13.60Profit $40.990.45 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$54.66
March 2026
Paid $69.97Delivered $51.38Profit $39.73
Paid
Essential Lawn - 5 Visit
$40.00Paid
Mosquito Shield - Monthly
$29.97Paid
Delivered
Mosquito Shield - Mosquito Visit 1
Chemical $0.00Labor $11.65Profit $39.730.39 hr
Mosquito Barrier
$51.38
February 2026
Paid $40.00Delivered $55.06Profit $41.20
Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Essential Lawn - Pre-emergent & Feed
Chemical $0.27Labor $13.60Profit $41.200.45 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$55.06
Money for this customer
Revenue$535.20
Costs$0.00
Left After Costs$535.20
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 10/1/26 | Invoice | INV-2026-3757 | Paid | $55.12 |
| 9/1/26 | Invoice | INV-2026-3414 | Paid | $51.12 |
| 8/1/26 | Invoice | INV-2026-3025 | Paid | $55.12 |
| 7/1/26 | Invoice | INV-2026-2617 | Paid | $161.36 |
| 6/1/26 | Invoice | INV-2026-2156 | Paid | $55.12 |
| 5/1/26 | Invoice | INV-2026-1779 | Paid | $51.12 |
| 4/1/26 | Invoice | INV-2026-1373 | Paid | $55.12 |
| 3/1/26 | Invoice | INV-2026-1025 | Paid | $51.12 |
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.