Essential Lawn - 5 Visit
$40.00Paid
13
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Patricia Rogers
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.
Call Ahead
LeadJul 26
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledNov 10
DoneOct 12
PaidOct 1
ReviewAug 25
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
- 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$507.4077% margin
Customer For1.2 yearssince Jul 26, 2025
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewAskedAug 25, 2026Worth HavingWorth havingMargin 77%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$1,020.00Paid
$770.07Delivered
$593.77Profit
$4.36Chemical
$171.94Labor
5.73Hours
$249.93Paid ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 77.1% margin. Time is the estimate for that size.
October 2026
Paid $95.00Delivered $68.75Profit $53.24
Delivered
Essential Lawn - Fall Pre-emergent
Chemical $0.43Labor $15.09Profit $53.240.50 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$68.75
September 2026
Paid $95.00Delivered $60.37Profit $46.51
Paid
Essential Lawn - 5 Visit
$40.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Fall Feed & Disease Guard
Chemical $0.07Labor $13.79Profit $46.510.46 hr
0-0-25 Potash Liquid, Azoxystrobin 2SC
$60.37
August 2026
Paid $95.00Delivered $67.47Profit $52.38
Paid
Essential Lawn - 5 Visit
$40.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $15.09Profit $52.380.50 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$67.47
July 2026
Paid $95.00Delivered $60.80Profit $46.72
Paid
Essential Lawn - 5 Visit
$40.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Summer Feed
Chemical $0.29Labor $13.79Profit $46.720.46 hr
16-4-8 Liquid Fertilizer, Celsius WG
$60.80
June 2026
Paid $95.00Delivered $132.18Profit $101.81
Paid
Essential Lawn - 5 Visit
$40.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Insect Shield
Chemical $0.00Labor $13.79Profit $46.430.46 hr
Bifenthrin 7.9%, Iron Plus 6%
$60.22
Essential Lawn - Summer Feed & Weed
Chemical $1.50Labor $15.09Profit $55.380.50 hr
24-0-11 Granular, Celsius WG
$71.96
May 2026
Paid $95.00
Paid
Essential Lawn - 5 Visit
$40.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
No work this month.
April 2026
Paid $95.00Delivered $129.76Profit $99.91
Paid
Essential Lawn - 5 Visit
$40.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Essential Lawn - Spring Green-Up
Chemical $0.11Labor $15.09Profit $52.600.50 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$67.79
Signature Lawn - Green-Up & Sedge
Chemical $0.88Labor $13.79Profit $47.310.46 hr
24-0-11 Granular, Sedgehammer Plus
$61.97
March 2026
Paid $95.00Delivered $60.37Profit $46.51
Paid
Essential Lawn - 5 Visit
$40.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Weed Control & Feed
Chemical $0.07Labor $13.79Profit $46.510.46 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$60.37
February 2026
Paid $95.00Delivered $129.56Profit $99.97
Paid
Essential Lawn - 5 Visit
$40.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Pre-emergent Round 1
Chemical $0.29Labor $13.79Profit $46.720.46 hr
Prodiamine 65 WDG, Atrazine 4L, Spray Pattern Dye
$60.80
Essential Lawn - Pre-emergent & Feed
Chemical $0.43Labor $15.09Profit $53.240.50 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$68.75
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 $60.80Profit $46.72
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Winter Pre-emergent
Chemical $0.29Labor $13.79Profit $46.720.46 hr
Prodiamine 65 WDG, Atrazine 4L
$60.80
Money for this customer
Revenue$662.26
Costs$0.00
Left After Costs$662.26
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 10/1/26 | Invoice | INV-2026-3766 | Paid | $57.82 |
| 9/1/26 | Invoice | INV-2026-3434 | Paid | $64.38 |
| 8/1/26 | Invoice | INV-2026-3044 | Paid | $57.82 |
| 7/1/26 | Invoice | INV-2026-2643 | Paid | $122.20 |
| 5/1/26 | Invoice | INV-2026-1806 | Paid | $122.20 |
| 4/1/26 | Invoice | INV-2026-1397 | Paid | $57.82 |
| 3/1/26 | Invoice | INV-2026-1040 | Paid | $122.20 |
| 12/1/25 | Invoice | INV-2025-0383 | Paid | $57.82 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.