Premier Lawn - 9 Visit
$70.00Paid
4
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
David Martin
Lead source: Referral · Tax: Demo City 10.75%
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 3
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledOct 26
DoneSep 29
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$490.5979% margin
Customer For1.2 yearssince Aug 3, 2025
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewNot askedask from the Reviews tabWorth HavingWorth havingMargin 79%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$840.00Paid
$638.27Delivered
$505.63Profit
$2.37Chemical
$130.27Labor
4.34Hours
$201.73Paid ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 79.2% margin. Time is the estimate for that size.
October 2026
Paid $70.00
Paid
Delivered
No work this month.
September 2026
Paid $70.00Delivered $70.51Profit $55.94
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Fall Disease Guard
Chemical $0.09Labor $14.47Profit $55.940.48 hr
Azoxystrobin 2SC, 0-0-25 Potash Liquid
$70.51
August 2026
Paid $70.00Delivered $70.51Profit $55.94
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Late Summer Feed
Chemical $0.09Labor $14.47Profit $55.940.48 hr
16-4-8 Liquid Fertilizer, Soil Wetting Agent
$70.51
July 2026
Paid $70.00Delivered $70.29Profit $55.81
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Insect & Iron
Chemical $0.00Labor $14.47Profit $55.810.48 hr
Bifenthrin 7.9%, Iron Plus 6%
$70.29
June 2026
Paid $70.00Delivered $70.51Profit $55.94
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Summer Feed & Sedge
Chemical $0.09Labor $14.47Profit $55.940.48 hr
16-4-8 Liquid Fertilizer, Dismiss South
$70.51
May 2026
Paid $70.00Delivered $70.51Profit $55.94
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Grub Prevention
Chemical $0.09Labor $14.47Profit $55.940.48 hr
Acelepryn, Humic 12
$70.51
April 2026
Paid $70.00
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
No work this month.
March 2026
Paid $70.00Delivered $142.98Profit $113.03
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Broadleaf & Feed
Chemical $0.09Labor $14.47Profit $55.940.48 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$70.51
Premier Lawn - Spring Green-Up
Chemical $0.91Labor $14.47Profit $57.090.48 hr
24-0-11 Granular, Iron Plus 6%
$72.47
February 2026
Paid $70.00
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
No work this month.
January 2026
Paid $70.00Delivered $71.16Profit $56.32
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Pre-emergent Round 1
Chemical $0.36Labor $14.47Profit $56.320.48 hr
Prodiamine 65 WDG, Atrazine 4L
$71.16
December 2025
Paid $70.00
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
No work this month.
November 2025
Paid $70.00Delivered $71.82Profit $56.71
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Winter Pre-emergent
Chemical $0.64Labor $14.47Profit $56.710.48 hr
Prodiamine 65 WDG, Celsius WG
$71.82
Money for this customer
Revenue$620.46
Costs$0.00
Left After Costs$620.46
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 10/1/26 | Invoice | INV-2026-3768 | Paid | $68.94 |
| 9/1/26 | Invoice | INV-2026-3427 | Paid | $68.94 |
| 8/1/26 | Invoice | INV-2026-3039 | Paid | $68.94 |
| 7/1/26 | Invoice | INV-2026-2634 | Paid | $68.94 |
| 6/1/26 | Invoice | INV-2026-2169 | Paid | $68.94 |
| 4/1/26 | Invoice | INV-2026-1385 | Paid | $137.88 |
| 2/1/26 | Invoice | INV-2026-0708 | Paid | $68.94 |
| 12/1/25 | Invoice | INV-2025-0368 | Paid | $68.94 |
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.