Large Patch Guard - 3 Visit
$208.86Due
4
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
George Morris
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.
Call Ahead
LeadJun 3
ContactedSkipped
Site SurveySkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledNov 10
DoneOct 6
PaidOct 1
Review
Paid · Step 9 of 10 · 5 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$1,058.2578% margin
Customer For1.4 yearssince Jun 3, 2025
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewNot askedask from the Reviews tabWorth HavingWorth havingMargin 78%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$1,656.90Paid
$1,561.38Delivered
$1,209.72Profit
$3.03Chemical
$348.63Labor
11.62Hours
$95.52Paid ahead
$208.86Due on a coming 1st
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 77.5% margin. Time is the estimate for that size.
November 2026
Paid
Delivered
No work this month.
October 2026
Paid $153.88Delivered $119.32Profit $95.87
Paid
Signature Lawn - 7 Visit
$55.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Mosquito Shield - Monthly
$28.99Paid
Bed & Gravel Weed Control
$14.88Paid
Delivered
Mosquito Shield - Mosquito Visit 7
Chemical $0.00Labor $11.19Profit $38.510.37 hr
Mosquito Barrier
$49.70
Large Patch Guard - Large Patch 1
Chemical $0.00Labor $12.26Profit $57.360.41 hr
Azoxystrobin 2SC
$69.62
September 2026
Paid $153.88Delivered $211.72Profit $161.77
Paid
Signature Lawn - 7 Visit
$55.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Mosquito Shield - Monthly
$28.99Paid
Bed & Gravel Weed Control
$14.88Paid
Delivered
Mosquito Shield - Mosquito Visit 6
Chemical $0.00Labor $11.19Profit $38.510.37 hr
Mosquito Barrier
$49.70
Bed & Gravel Weed Control - Fall Barrier
Chemical $0.03Labor $12.26Profit $32.390.41 hr
Indaziflam Surface, Glyphosate 41%
$44.69
Signature Lawn - Fall Feed & Disease Guard
Chemical $0.08Labor $14.09Profit $48.480.47 hr
0-0-25 Potash Liquid, Azoxystrobin 2SC
$62.65
Signature Lawn - Fall Feed & Disease Guard
Chemical $0.03Labor $12.26Profit $42.390.41 hr
0-0-25 Potash Liquid, Azoxystrobin 2SC
$54.69
August 2026
Paid $153.88Delivered $49.70Profit $38.51
Paid
Signature Lawn - 7 Visit
$55.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Mosquito Shield - Monthly
$28.99Paid
Bed & Gravel Weed Control
$14.88Paid
Delivered
Mosquito Shield - Mosquito Visit 5
Chemical $0.00Labor $11.19Profit $38.510.37 hr
Mosquito Barrier
$49.70
July 2026
Paid $153.88Delivered $212.39Profit $162.13
Paid
Signature Lawn - 7 Visit
$55.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Mosquito Shield - Monthly
$28.99Paid
Bed & Gravel Weed Control
$14.88Paid
Delivered
Mosquito Shield - Mosquito Visit 4
Chemical $0.00Labor $11.19Profit $38.510.37 hr
Mosquito Barrier
$49.70
Bed & Gravel Weed Control - Spot Spray 2
Chemical $0.00Labor $12.26Profit $32.360.41 hr
Glyphosate 41%
$44.62
Signature Lawn - Summer Feed
Chemical $0.32Labor $14.09Profit $48.770.47 hr
16-4-8 Liquid Fertilizer, Celsius WG
$63.19
Signature Lawn - Summer Feed
Chemical $0.13Labor $12.26Profit $42.490.41 hr
16-4-8 Liquid Fertilizer, Celsius WG
$54.88
June 2026
Paid $153.88Delivered $117.09Profit $90.74
Paid
Signature Lawn - 7 Visit
$55.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Mosquito Shield - Monthly
$28.99Paid
Bed & Gravel Weed Control
$14.88Paid
Delivered
Signature Lawn - Insect Shield
Chemical $0.00Labor $14.09Profit $48.380.47 hr
Bifenthrin 7.9%, Iron Plus 6%
$62.47
Signature Lawn - Insect Shield
Chemical $0.00Labor $12.26Profit $42.360.41 hr
Bifenthrin 7.9%, Iron Plus 6%
$54.62
May 2026
Paid $153.88Delivered $214.34Profit $163.17
Paid
Signature Lawn - 7 Visit
$55.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Mosquito Shield - Monthly
$28.99Paid
Bed & Gravel Weed Control
$14.88Paid
Delivered
Signature Lawn - Green-Up & Sedge
Chemical $0.97Labor $14.09Profit $49.550.47 hr
24-0-11 Granular, Sedgehammer Plus
$64.61
Bed & Gravel Weed Control - Spot Spray 1
Chemical $0.00Labor $12.26Profit $32.360.41 hr
Glyphosate 41%
$44.62
Signature Lawn - Green-Up & Sedge
Chemical $0.40Labor $12.26Profit $42.760.41 hr
24-0-11 Granular, Sedgehammer Plus
$55.41
Mosquito Shield - Mosquito Visit 3
Chemical $0.00Labor $11.19Profit $38.510.37 hr
Mosquito Barrier
$49.70
April 2026
Paid $153.88Delivered $99.40Profit $77.02
Paid
Signature Lawn - 7 Visit
$55.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Mosquito Shield - Monthly
$28.99Paid
Bed & Gravel Weed Control
$14.88Paid
Delivered
Mosquito Shield - Mosquito Visit 1
Chemical $0.00Labor $11.19Profit $38.510.37 hr
Mosquito Barrier
$49.70
Mosquito Shield - Mosquito Visit 2
Chemical $0.00Labor $11.19Profit $38.510.37 hr
Mosquito Barrier
$49.70
March 2026
Paid $124.88Delivered $186.96Profit $148.23
Paid
Signature Lawn - 7 Visit
$55.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Bed & Gravel Weed Control
$14.88Paid
Delivered
Large Patch Guard - Large Patch 3
Chemical $0.00Labor $12.26Profit $57.360.41 hr
Azoxystrobin 2SC
$69.62
Signature Lawn - Weed Control & Feed
Chemical $0.08Labor $14.09Profit $48.480.47 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$62.65
Signature Lawn - Weed Control & Feed
Chemical $0.03Labor $12.26Profit $42.390.41 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$54.69
February 2026
Paid $124.88Delivered $44.69Profit $32.39
Paid
Signature Lawn - 7 Visit
$55.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Bed & Gravel Weed Control
$14.88Paid
Delivered
Bed & Gravel Weed Control - Pre-emergent Barrier
Chemical $0.03Labor $12.26Profit $32.390.41 hr
Indaziflam Surface, Spray Pattern Dye
$44.69
January 2026
Paid $110.00Delivered $118.07Profit $91.26
Paid
Signature Lawn - 7 Visit
$55.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Pre-emergent Round 1
Chemical $0.13Labor $12.26Profit $42.490.41 hr
Prodiamine 65 WDG, Atrazine 4L, Spray Pattern Dye
$54.88
Signature Lawn - Pre-emergent Round 1
Chemical $0.32Labor $14.09Profit $48.770.47 hr
Prodiamine 65 WDG, Atrazine 4L, Spray Pattern Dye
$63.19
December 2025
Paid $110.00
Paid
Signature Lawn - 7 Visit
$55.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
No work this month.
November 2025
Paid $110.00Delivered $187.69Profit $148.62
Paid
Signature Lawn - 7 Visit
$55.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Large Patch Guard - Large Patch 2
Chemical $0.00Labor $12.26Profit $57.360.41 hr
Propiconazole 14.3
$69.62
Signature Lawn - Winter Pre-emergent
Chemical $0.13Labor $12.26Profit $42.490.41 hr
Prodiamine 65 WDG, Atrazine 4L
$54.88
Signature Lawn - Winter Pre-emergent
Chemical $0.32Labor $14.09Profit $48.770.47 hr
Prodiamine 65 WDG, Atrazine 4L
$63.19
Money for this customer
Revenue$1,357.78
Costs$0.00
Left After Costs$1,357.78
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 10/1/26 | Invoice | INV-2026-3759 | Paid | $199.54 |
| 9/1/26 | Invoice | INV-2026-3418 | Paid | $49.00 |
| 8/1/26 | Invoice | INV-2026-3027 | Paid | $199.54 |
| 7/1/26 | Invoice | INV-2026-2621 | Paid | $110.54 |
| 6/1/26 | Invoice | INV-2026-2159 | Paid | $199.54 |
| 5/1/26 | Invoice | INV-2026-1783 | Paid | $98.00 |
| 4/1/26 | Invoice | INV-2026-1375 | Paid | $175.54 |
| 3/1/26 | Invoice | INV-2026-1028 | Paid | $40.00 |
| 2/1/26 | Invoice | INV-2026-0697 | Paid | $110.54 |
| 12/1/25 | Invoice | INV-2025-0357 | Paid | $175.54 |
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.