Essential Lawn - 5 Visit
$40.00Paid
11
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Michael Cox
Lead source: Nextdoor · 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.
LeadOct 20
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledFeb 10
DoneOct 22
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$330.3674% margin
Customer For1 yearssince Oct 20, 2025
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewNot askedask from the Reviews tabWorth HavingWorth havingMargin 74%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$521.41Paid
$513.25Delivered
$381.44Profit
$2.23Chemical
$129.58Labor
4.32Hours
$8.16Paid ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 74.3% margin. Time is the estimate for that size.
October 2026
Paid $57.93Delivered $59.49Profit $44.74
Delivered
Essential Lawn - Fall Pre-emergent
Chemical $0.36Labor $14.40Profit $44.740.48 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$59.49
September 2026
Paid $57.93Delivered $53.90Profit $39.41
Paid
Essential Lawn - 5 Visit
$40.00Paid
Bed & Gravel Weed Control
$17.93Paid
Delivered
Bed & Gravel Weed Control - Fall Barrier
Chemical $0.09Labor $14.40Profit $39.410.48 hr
Indaziflam Surface, Glyphosate 41%
$53.90
August 2026
Paid $57.93Delivered $58.71Profit $44.31
Paid
Essential Lawn - 5 Visit
$40.00Paid
Bed & Gravel Weed Control
$17.93Paid
Delivered
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $14.40Profit $44.310.48 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$58.71
July 2026
Paid $57.93Delivered $53.71Profit $39.31
Paid
Essential Lawn - 5 Visit
$40.00Paid
Bed & Gravel Weed Control
$17.93Paid
Delivered
Bed & Gravel Weed Control - Spot Spray 2
Chemical $0.00Labor $14.40Profit $39.310.48 hr
Glyphosate 41%
$53.71
June 2026
Paid $57.93Delivered $61.45Profit $45.80
Paid
Essential Lawn - 5 Visit
$40.00Paid
Bed & Gravel Weed Control
$17.93Paid
Delivered
Essential Lawn - Summer Feed & Weed
Chemical $1.25Labor $14.40Profit $45.800.48 hr
24-0-11 Granular, Celsius WG
$61.45
May 2026
Paid $57.93Delivered $53.71Profit $39.31
Paid
Essential Lawn - 5 Visit
$40.00Paid
Bed & Gravel Weed Control
$17.93Paid
Delivered
Bed & Gravel Weed Control - Spot Spray 1
Chemical $0.00Labor $14.40Profit $39.310.48 hr
Glyphosate 41%
$53.71
April 2026
Paid $57.93Delivered $58.90Profit $44.41
Paid
Essential Lawn - 5 Visit
$40.00Paid
Bed & Gravel Weed Control
$17.93Paid
Delivered
Essential Lawn - Spring Green-Up
Chemical $0.09Labor $14.40Profit $44.410.48 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$58.90
March 2026
Paid $57.93
Paid
Essential Lawn - 5 Visit
$40.00Paid
Bed & Gravel Weed Control
$17.93Paid
Delivered
No work this month.
February 2026
Paid $57.93Delivered $113.39Profit $84.15
Paid
Essential Lawn - 5 Visit
$40.00Paid
Bed & Gravel Weed Control
$17.93Paid
Delivered
Essential Lawn - Pre-emergent & Feed
Chemical $0.36Labor $14.40Profit $44.740.48 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$59.49
Bed & Gravel Weed Control - Pre-emergent Barrier
Chemical $0.09Labor $14.40Profit $39.410.48 hr
Indaziflam Surface, Spray Pattern Dye
$53.90
Money for this customer
Revenue$446.08
Costs$0.00
Left After Costs$446.08
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 10/1/26 | Invoice | INV-2026-3751 | Paid | $53.26 |
| 9/1/26 | Invoice | INV-2026-3414 | Paid | $58.26 |
| 8/1/26 | Invoice | INV-2026-3025 | Paid | $53.26 |
| 7/1/26 | Invoice | INV-2026-2620 | Paid | $58.26 |
| 6/1/26 | Invoice | INV-2026-2161 | Paid | $53.26 |
| 5/1/26 | Invoice | INV-2026-1788 | Paid | $58.26 |
| 3/1/26 | Invoice | INV-2026-1025 | Paid | $111.52 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.