Signature Lawn - 7 Visit
$55.00Paid
11
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Betty Phillips
Lead source: Referral · 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.
LeadSep 22
ContactedSkipped
EstimateOct 23
Sent
Won
ScheduledOct 28
DoneSep 22
PaidOct 1
Review
Estimate · Step 3 of 9 · 1 skipped
Next: Send Estimate
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$348.9876% margin
Customer For1.1 yearssince Sep 22, 2025
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewNot askedask from the Reviews tabWorth HavingWorth havingMargin 76%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$660.00Paid
$449.07Delivered
$343.92Profit
$2.50Chemical
$102.66Labor
3.42Hours
$210.93Paid ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 76.6% margin. Time is the estimate for that size.
October 2026
Paid $55.00
Paid
Delivered
No work this month.
September 2026
Paid $55.00Delivered $63.63Profit $48.87
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Fall Feed & Disease Guard
Chemical $0.10Labor $14.67Profit $48.870.49 hr
0-0-25 Potash Liquid, Azoxystrobin 2SC
$63.63
August 2026
Paid $55.00
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
No work this month.
July 2026
Paid $55.00Delivered $64.21Profit $49.16
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Summer Feed
Chemical $0.38Labor $14.67Profit $49.160.49 hr
16-4-8 Liquid Fertilizer, Celsius WG
$64.21
June 2026
Paid $55.00Delivered $63.44Profit $48.77
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Insect Shield
Chemical $0.00Labor $14.67Profit $48.770.49 hr
Bifenthrin 7.9%, Iron Plus 6%
$63.44
May 2026
Paid $55.00Delivered $65.74Profit $49.93
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Green-Up & Sedge
Chemical $1.15Labor $14.67Profit $49.930.49 hr
24-0-11 Granular, Sedgehammer Plus
$65.74
April 2026
Paid $55.00
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
No work this month.
March 2026
Paid $55.00Delivered $63.63Profit $48.87
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Weed Control & Feed
Chemical $0.10Labor $14.67Profit $48.870.49 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$63.63
February 2026
Paid $55.00Delivered $64.21Profit $49.16
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Pre-emergent Round 1
Chemical $0.38Labor $14.67Profit $49.160.49 hr
Prodiamine 65 WDG, Atrazine 4L, Spray Pattern Dye
$64.21
January 2026
Paid $55.00
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
No work this month.
December 2025
Paid $55.00
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
No work this month.
November 2025
Paid $55.00Delivered $64.21Profit $49.16
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Winter Pre-emergent
Chemical $0.38Labor $14.67Profit $49.160.49 hr
Prodiamine 65 WDG, Atrazine 4L
$64.21
Money for this customer
Revenue$459.48
Costs$0.00
Left After Costs$459.48
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 10/1/26 | Invoice | INV-2026-3756 | Paid | $65.64 |
| 8/1/26 | Invoice | INV-2026-3030 | Paid | $65.64 |
| 7/1/26 | Invoice | INV-2026-2625 | Paid | $65.64 |
| 6/1/26 | Invoice | INV-2026-2166 | Paid | $65.64 |
| 4/1/26 | Invoice | INV-2026-1385 | Paid | $65.64 |
| 3/1/26 | Invoice | INV-2026-1028 | Paid | $65.64 |
| 12/1/25 | Invoice | INV-2025-0370 | Paid | $65.64 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.