Essential Lawn - 5 Visit
$40.00Paid
8
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
David Baker
Lead source: Facebook · 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 24
ContactedSkipped
Site SurveySkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledOct 31
DoneOct 14
PaidSep 1
ReviewAug 23
Review · Step 10 of 10 · 5 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
- 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$384.2069% margin
Customer For2 yearssince Oct 24, 2024
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewAskedAug 23, 2026Worth HavingWorth havingMargin 69%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$761.47Paid
$787.59Delivered
$608.23Profit
$1.31Chemical
$178.05Labor
5.94Hours
$26.12Work ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 77.2% margin. Time is the estimate for that size.
October 2026
Paid $87.15Delivered $122.50Profit $96.88
Paid
Shrub & Bed Care - 6 Visit
$24.28Paid
Soil Builder - 4 Visit
$22.87Paid
Delivered
Soil Builder - Fall Potash
Chemical $0.00Labor $12.72Profit $55.790.42 hr
0-0-25 Potash Liquid, Humic 12
$68.51
Essential Lawn - Fall Pre-emergent
Chemical $0.18Labor $12.72Profit $41.090.42 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$53.99
September 2026
Paid $87.15
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$24.28Paid
Soil Builder - 4 Visit
$22.87Paid
Delivered
No work this month.
August 2026
Paid $87.15Delivered $170.64Profit $132.44
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$24.28Paid
Soil Builder - 4 Visit
$22.87Paid
Delivered
Soil Builder - Summer Soil Boost
Chemical $0.05Labor $12.72Profit $55.860.42 hr
Liquid Aeration, Soil Wetting Agent
$68.63
Shrub & Bed Care - Late Summer Feed
Chemical $0.00Labor $12.72Profit $35.790.42 hr
16-4-8 Liquid Fertilizer
$48.51
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $12.72Profit $40.790.42 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$53.51
July 2026
Paid $87.15
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$24.28Paid
Soil Builder - 4 Visit
$22.87Paid
Delivered
No work this month.
June 2026
Paid $87.15Delivered $103.71Profit $77.64
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$24.28Paid
Soil Builder - 4 Visit
$22.87Paid
Delivered
Essential Lawn - Summer Feed & Weed
Chemical $0.63Labor $12.72Profit $41.860.42 hr
24-0-11 Granular, Celsius WG
$55.21
Shrub & Bed Care - Summer Insect
Chemical $0.00Labor $12.72Profit $35.790.42 hr
Bifenthrin 7.9%
$48.51
May 2026
Paid $87.15Delivered $117.13Profit $91.65
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$24.28Paid
Soil Builder - 4 Visit
$22.87Paid
Delivered
Soil Builder - Wetting Agent
Chemical $0.05Labor $12.72Profit $55.860.42 hr
Soil Wetting Agent, Humic 12
$68.63
Shrub & Bed Care - Disease Guard
Chemical $0.00Labor $12.72Profit $35.790.42 hr
Daconil Weatherstik
$48.51
April 2026
Paid $87.15Delivered $53.63Profit $40.86
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$24.28Paid
Soil Builder - 4 Visit
$22.87Paid
Delivered
Essential Lawn - Spring Green-Up
Chemical $0.05Labor $12.72Profit $40.860.42 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$53.63
March 2026
Paid $87.15Delivered $117.50Profit $91.88
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$24.28Paid
Soil Builder - 4 Visit
$22.87Paid
Delivered
Soil Builder - Liquid Aeration
Chemical $0.05Labor $12.72Profit $55.860.42 hr
Liquid Aeration, Humic 12
$68.63
Shrub & Bed Care - Spring Feed & Insect
Chemical $0.14Labor $12.72Profit $36.020.42 hr
Merit 75 WSP, 16-4-8 Liquid Fertilizer
$48.87
February 2026
Paid $64.28Delivered $102.50Profit $76.88
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$24.28Paid
Delivered
Shrub & Bed Care - Dormant Oil
Chemical $0.00Labor $12.72Profit $35.790.42 hr
Horticultural Oil
$48.51
Essential Lawn - Pre-emergent & Feed
Chemical $0.18Labor $12.72Profit $41.090.42 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$53.99
Money for this customer
Revenue$560.00
Costs$0.00
Left After Costs$560.00
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 9/1/26 | Invoice | INV-2026-3429 | Paid | $145.00 |
| 7/1/26 | Invoice | INV-2026-2636 | Paid | $85.00 |
| 6/1/26 | Invoice | INV-2026-2171 | Paid | $100.00 |
| 5/1/26 | Invoice | INV-2026-1796 | Paid | $45.00 |
| 4/1/26 | Invoice | INV-2026-1387 | Paid | $100.00 |
| 3/1/26 | Invoice | INV-2026-1037 | Paid | $85.00 |
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.