Debra Vincent

4
Claire GautreauxOwner

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Send estimate for bed weed controlSend estimate for bed weed controlFollow up on large patch
Clocked in 7h 37mToday: 5 stops

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Tasks4My DayMy Timesheet57.8h

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Debra Vincent
Dashboard Base Board Waiting Services Upcoming Services This Month on Base Routing Today's Teams Tickets Waiting on Parts Done Tickets Route Quick Calc Notepad Tasks Customers Properties Quote Requests Tags Soil Tests Programs Services Products Equipment Treatment Guide Estimates Estimate Pipeline Estimate Templates Add-on Offers Renewals Estimate Reports Stages & Reasons Invoices Card Payments Statements Deposits Price Rules Price Changes Import Prices Vendors Expenses Bills Checks Purchase Orders Mileage Timesheets Time Off Pay Runs Commission 1099s Sales Tax Texting Bill Aging Revenue by Service P&L Cash Flow Budgets Ledger Money Log Reports Scorecard Employees Roles & Permissions Shop Wall Clock My Earnings Emails Messages Automations Text Assistant Send Safety Website Reviews Customer Survey Lead Sources Service Status Change Log Integrations
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo

Debra Vincent

(225)555-0197 debra.vincent33@example.com 630 Wiltz Drive, Baton Rouge LA 70806
Tax: Demo City 10.75%
CallTextEmailDirections Invoices Contract Offer Add-on Payment Methods
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
  1. Tap a pill or button to reach the customer.
  2. Read the stage line.
  3. Tap the Next step.
Help Article
LeadApr 4
ScheduledNov 1
DoneOct 16
PaidSep 1
ReviewOct 8
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
  1. Read the line.
  2. Tap the Next step.
  3. Use Log Call after a phone call.
  4. Open Stage History to see every move.
Help Article
Lifetime ValueNo data yetfills in with the first paymentBalance$0.00all paid
Profit, 12 Months$551.4575% margin
Customer For203 dayssince Apr 4, 2026
Pay SpeedNo data yetaverage days to pay
Callbacks1re-dos logged
ReviewAskedOct 8, 2026
Worth HavingWorth havingMargin 75%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
Log Call
$1,812.00Paid
$888.48Delivered
$688.38Profit
$3.87Chemical
$196.23Labor
6.54Hours
$923.52Paid ahead
Paid
Delivered

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.

October 2026

Paid $178.00Delivered $124.08Profit $95.65

Paid

Delivered

Premier Lawn - Fall Disease Guard
Debra Vincent - Home
Chemical $0.08Labor $14.02Profit $52.120.47 hr
Azoxystrobin 2SC, 0-0-25 Potash Liquid
$66.22
Essential Lawn - Fall Pre-emergent
Debra Vincent - Rental
Chemical $0.32Labor $14.02Profit $43.530.47 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$57.86

September 2026

Paid $178.00

Paid

Delivered

No work this month.

August 2026

Paid $178.00Delivered $123.38Profit $95.27

Paid

Delivered

Essential Lawn - Late Summer Feed
Debra Vincent - Rental
Chemical $0.00Labor $14.02Profit $43.150.47 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$57.17
Premier Lawn - Late Summer Feed
Debra Vincent - Home
Chemical $0.08Labor $14.02Profit $52.120.47 hr
16-4-8 Liquid Fertilizer, Soil Wetting Agent
$66.22

July 2026

Paid $178.00Delivered $66.06Profit $52.04

Paid

Delivered

Premier Lawn - Insect & Iron
Debra Vincent - Home
Chemical $0.00Labor $14.02Profit $52.040.47 hr
Bifenthrin 7.9%, Iron Plus 6%
$66.06

June 2026

Paid $178.00Delivered $125.82Profit $96.60

Paid

Delivered

Essential Lawn - Summer Feed & Weed
Debra Vincent - Rental
Chemical $1.11Labor $14.02Profit $44.480.47 hr
24-0-11 Granular, Celsius WG
$59.60
Premier Lawn - Summer Feed & Sedge
Debra Vincent - Home
Chemical $0.08Labor $14.02Profit $52.120.47 hr
16-4-8 Liquid Fertilizer, Dismiss South
$66.22

May 2026

Paid $178.00Delivered $66.22Profit $52.12

Paid

Delivered

Premier Lawn - Grub Prevention
Debra Vincent - Home
Chemical $0.08Labor $14.02Profit $52.120.47 hr
Acelepryn, Humic 12
$66.22

April 2026

Paid $178.00Delivered $124.98Profit $96.08

Paid

Delivered

Premier Lawn - Spring Green-Up
Debra Vincent - Home
Chemical $0.79Labor $14.02Profit $52.830.47 hr
24-0-11 Granular, Iron Plus 6%
$67.64
Essential Lawn - Spring Green-Up
Debra Vincent - Rental
Chemical $0.08Labor $14.02Profit $43.240.47 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$57.34

March 2026

Paid $178.00Delivered $66.22Profit $52.12

Paid

Delivered

Premier Lawn - Broadleaf & Feed
Debra Vincent - Home
Chemical $0.08Labor $14.02Profit $52.120.47 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$66.22

February 2026

Paid $178.00Delivered $57.86Profit $43.53

Paid

Delivered

Essential Lawn - Pre-emergent & Feed
Debra Vincent - Rental
Chemical $0.32Labor $14.02Profit $43.530.47 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$57.86

January 2026

Paid $70.00Delivered $66.69Profit $52.36

Paid

Delivered

Premier Lawn - Pre-emergent Round 1
Debra Vincent - Home
Chemical $0.32Labor $14.02Profit $52.360.47 hr
Prodiamine 65 WDG, Atrazine 4L
$66.69

December 2025

Paid $70.00

Paid

Delivered

No work this month.

November 2025

Paid $70.00Delivered $67.17Profit $52.60

Paid

Delivered

Premier Lawn - Winter Pre-emergent
Debra Vincent - Home
Chemical $0.55Labor $14.02Profit $52.600.47 hr
Prodiamine 65 WDG, Celsius WG
$67.17

Money for this customer

Revenue$738.32
Costs$0.00
Left After Costs$738.32
DateWhatRecordStatusAmount
9/1/26InvoiceINV-2026-3422Paid$119.72
8/1/26InvoiceINV-2026-3032Paid$64.86
7/1/26InvoiceINV-2026-2626Paid$119.72
6/1/26InvoiceINV-2026-2163Paid$64.86
5/1/26InvoiceINV-2026-1788Paid$119.72
4/1/26InvoiceINV-2026-1380Paid$64.86
3/1/26InvoiceINV-2026-1031Paid$54.86
2/1/26InvoiceINV-2026-0702Paid$64.86
12/1/25InvoiceINV-2025-0362Paid$64.86

Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.

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