Sam Murphy

(337)555-0124 sam.murphy55@example.com 4412 Lake Larto Circle, Baton Rouge LA 70816

Lead source: Referral · Tax: Demo Parish 9.75%

Call Text Email Directions 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: Tap a pill or button to reach the customer.
Read the stage line.
Tap the Next step.

Help Article

Dog in YardIrrigationShady LawnGate Code

LeadJul 11

ContactedSkipped

EstimateMar 26

SentMar 26

WonMar 30

ScheduledOct 25

DoneOct 24

PaidOct 1

ReviewAug 2

Review · Step 9 of 9 · 1 skipped

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.

Help Article

Lifetime ValueNo data yetfills in with the first payment Balance$0.00all paid

Profit, 12 Months$5,116.0478% margin

Customer For1.3 yearssince Jul 11, 2025

Pay SpeedNo data yetaverage days to pay

Callbacks3re-dos logged

ReviewClicked linkAug 2, 2026

Worth HavingKeep an eye on3 callbacks, margin 78%

EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route

Assign

Put this customer on a program or add a one-time Service.MoreLess

What It Does: Adds the program or Service to one of their properties.
What It Changes: The Services land on Base on their dates and are billed by their billing type.
How to Use: Pick the property.
Pick a program or a one-time Service.
Click Assign.

Help Article

Property*

Assign*

Program*

Service*

Sam Murphy - Camp

2308 East Burton Street, Sulphur

Turf 7,300 Landscape 2,100 Difficulty 1

Fire Ant & Flea - 2 VisitMonthlyRenewable7,300 ft²Difficulty 1

Billing

Each Service bills that amount on the 1st after the service is done. It is not added to the monthly payment.

$125.64Billed / Year

$10.47Monthly override

$0.15Chemical

$27.57Labor Overhead

$97.92Gross Profit

77.9%Gross Margin

Step	Service	TBC	Visit Price	Done
1	Fire Ant & Flea - Spring Ant Bait	April 20th	$65.37	Open
2	Fire Ant & Flea - Fall Ant Bait	September 1st	$65.37	Open

Monthly Override

Calculated monthly is $10.89. Leave blank to use that.

Premier Lawn - 9 VisitMonthlyRenewable7,300 ft²Difficulty 1

Billing

Each Service bills that amount on the 1st after the service is done. It is not added to the monthly payment.

$840.00Billed / Year

$70.00Monthly

$1.90Chemical

$124.09Labor Overhead

$714.02Gross Profit

85.0%Gross Margin

Step	Service	TBC	Visit Price	Done
1	Premier Lawn - Pre-emergent Round 1	January 20th	$65.80	10/24/26
2	Premier Lawn - Broadleaf & Feed	March 1st	$65.37	3/8/26
3	Premier Lawn - Spring Green-Up	April 5th	$66.68	4/2/26
4	Premier Lawn - Grub Prevention	May 10th	$65.37	5/6/26
5	Premier Lawn - Summer Feed & Sedge	June 15th	$65.37	6/10/26
6	Premier Lawn - Insect & Iron	July 20th	$65.22	7/25/26
7	Premier Lawn - Late Summer Feed	August 25th	$65.37	8/24/26
8	Premier Lawn - Fall Disease Guard	October 1st	$65.37	10/6/26
9	Premier Lawn - Winter Pre-emergent	November 15th	$66.24	11/20/25

Monthly Override

Calculated monthly is $70.00. Leave blank to use that.

Signature Lawn - 7 VisitMonthlyRenewable7,300 ft²Difficulty 1

Billing

Each Service bills that amount on the 1st after the service is done. It is not added to the monthly payment.

$404.76Billed / Year

$33.73Monthly override

$1.90Chemical

$96.51Labor Overhead

$306.35Gross Profit

75.7%Gross Margin

Step	Service	TBC	Visit Price	Done
1	Signature Lawn - Pre-emergent Round 1	January 25th	$60.80	Open
2	Signature Lawn - Weed Control & Feed	March 20th	$60.37	Open
3	Signature Lawn - Green-Up & Sedge	May 1st	$61.97	Open
4	Signature Lawn - Insect Shield	June 10th	$60.22	Open
5	Signature Lawn - Summer Feed	July 25th	$60.80	Open
6	Signature Lawn - Fall Feed & Disease Guard	September 15th	$60.37	Open
7	Signature Lawn - Winter Pre-emergent	November 10th	$60.80	Open

Monthly Override

Calculated monthly is $55.00. Leave blank to use that.

Sam Murphy - Camp

403 Orangewood Drive, Lafayette

Turf 7,400 Difficulty 3

Premier Lawn - 9 VisitMonthlyRenewable7,400 ft²Difficulty 3

Billing

Each Service bills that amount on the 1st after the service is done. It is not added to the monthly payment.

$840.00Billed / Year

$70.00Monthly

$1.92Chemical

$124.43Labor Overhead

$713.65Gross Profit

85.0%Gross Margin

Step	Service	TBC	Visit Price	Done
1	Premier Lawn - Pre-emergent Round 1	January 20th	$68.14	1/18/26
2	Premier Lawn - Broadleaf & Feed	March 1st	$67.61	2/26/26
3	Premier Lawn - Spring Green-Up	April 5th	$69.21	4/3/26
4	Premier Lawn - Grub Prevention	May 10th	$67.61	5/8/26
5	Premier Lawn - Summer Feed & Sedge	June 15th	$67.61	6/12/26
6	Premier Lawn - Insect & Iron	July 20th	$67.43	7/22/26
7	Premier Lawn - Late Summer Feed	August 25th	$67.61	8/21/26
8	Premier Lawn - Fall Disease Guard	October 1st	$67.61	9/26/26
9	Premier Lawn - Winter Pre-emergent	November 15th	$68.68	11/22/25

Monthly Override

Calculated monthly is $70.00. Leave blank to use that.

Sam Murphy - Camp

5524 Moss Side Lane, Baton Rouge

Turf 6,900 Landscape 800 Difficulty 1

Signature Lawn - 7 VisitMonthlyRenewable6,900 ft²Difficulty 1

Billing

Each Service bills that amount on the 1st after the service is done. It is not added to the monthly payment.

$660.00Billed / Year

$55.00Monthly

$1.79Chemical

$95.44Labor Overhead

$562.76Gross Profit

85.3%Gross Margin

Step	Service	TBC	Visit Price	Done
1	Signature Lawn - Pre-emergent Round 1	January 25th	$60.21	1/30/26
2	Signature Lawn - Weed Control & Feed	March 20th	$59.80	3/21/26
3	Signature Lawn - Green-Up & Sedge	May 1st	$61.32	5/1/26
4	Signature Lawn - Insect Shield	June 10th	$59.66	6/5/26
5	Signature Lawn - Summer Feed	July 25th	$60.21	7/30/26
6	Signature Lawn - Fall Feed & Disease Guard	September 15th	$59.80	9/17/26
7	Signature Lawn - Winter Pre-emergent	November 10th	$60.21	11/7/25

Monthly Override

Calculated monthly is $55.00. Leave blank to use that.

Soil Builder - 4 VisitMonthlyRenewable6,900 ft²Difficulty 1

Billing

Each Service bills that amount on the 1st after the service is done. It is not added to the monthly payment.

$279.05Billed / Year

$23.25Monthly

$0.21Chemical

$54.54Labor Overhead

$224.31Gross Profit

80.4%Gross Margin

Step	Service	TBC	Visit Price	Done
1	Soil Builder - Liquid Aeration	March 10th	$69.80	3/10/26
2	Soil Builder - Wetting Agent	May 25th	$69.80	5/23/26
3	Soil Builder - Summer Soil Boost	July 30th	$69.80	8/1/26
4	Soil Builder - Fall Potash	October 10th	$69.66	10/15/26

Monthly Override

Calculated monthly is $23.25. Leave blank to use that.

Sam Murphy - Home Billing Address

4412 Lake Larto Circle, Baton Rouge

Turf 6,900 Landscape 2,200 Difficulty 2

Premier Lawn - 9 VisitMonthlyRenewable6,900 ft²Difficulty 2

Billing

Each Service bills that amount on the 1st after the service is done. It is not added to the monthly payment.

$840.00Billed / Year

$70.00Monthly

$1.79Chemical

$122.71Labor Overhead

$715.50Gross Profit

85.2%Gross Margin

Step	Service	TBC	Visit Price	Done
1	Premier Lawn - Pre-emergent Round 1	January 20th	$66.23	1/22/26
2	Premier Lawn - Broadleaf & Feed	March 1st	$65.78	2/26/26
3	Premier Lawn - Spring Green-Up	April 5th	$67.14	4/4/26
4	Premier Lawn - Grub Prevention	May 10th	$65.78	5/14/26
5	Premier Lawn - Summer Feed & Sedge	June 15th	$65.78	6/15/26
6	Premier Lawn - Insect & Iron	July 20th	$65.63	7/17/26
7	Premier Lawn - Late Summer Feed	August 25th	$65.78	8/22/26
8	Premier Lawn - Fall Disease Guard	October 1st	$65.78	10/3/26
9	Premier Lawn - Winter Pre-emergent	November 15th	$66.69	11/11/25

Monthly Override

Calculated monthly is $70.00. Leave blank to use that.

Sam Murphy - Lake House

221 Hildebrandt Street, Sulphur

Turf 8,300 Landscape 2,400 Difficulty 2

Essential Lawn - 5 VisitMonthlyRenewable8,300 ft²Difficulty 2

Billing

Each Service bills that amount on the 1st after the service is done. It is not added to the monthly payment.

$480.00Billed / Year

$40.00Monthly

$1.91Chemical

$70.85Labor Overhead

$407.25Gross Profit

84.8%Gross Margin

Step	Service	TBC	Visit Price	Done
1	Essential Lawn - Pre-emergent & Feed	February 10th	$58.51	2/12/26
2	Essential Lawn - Spring Green-Up	April 15th	$57.96	4/15/26
3	Essential Lawn - Summer Feed & Weed	June 15th	$60.34	6/19/26
4	Essential Lawn - Late Summer Feed	August 20th	$57.78	8/18/26
5	Essential Lawn - Fall Pre-emergent	October 15th	$58.51	10/21/26

Monthly Override

Calculated monthly is $40.00. Leave blank to use that.

Fire Ant & Flea - 2 VisitMonthlyRenewable8,300 ft²Difficulty 2

Billing

Each Service bills that amount on the 1st after the service is done. It is not added to the monthly payment.

$135.93Billed / Year

$11.33Monthly

$0.17Chemical

$28.34Labor Overhead

$107.43Gross Profit

79.0%Gross Margin

Step	Service	TBC	Visit Price	Done
1	Fire Ant & Flea - Spring Ant Bait	April 20th	$67.96	4/27/26
2	Fire Ant & Flea - Fall Ant Bait	September 1st	$67.96	9/5/26

Monthly Override

Calculated monthly is $11.33. Leave blank to use that.

Sam Murphy - Mom's House

1321 East Burton Street, Sulphur

Turf 11,100 Landscape 600 Surface 1,300 Difficulty 1

Essential Lawn - 5 VisitMonthlyRenewable11,100 ft²Difficulty 1

Billing

Each Service bills that amount on the 1st after the service is done. It is not added to the monthly payment.

$480.00Billed / Year

$40.00Monthly

$2.55Chemical

$76.19Labor Overhead

$401.26Gross Profit

83.6%Gross Margin

Step	Service	TBC	Visit Price	Done
1	Essential Lawn - Pre-emergent & Feed	February 10th	$61.43	2/10/26
2	Essential Lawn - Spring Green-Up	April 15th	$60.76	4/16/26
3	Essential Lawn - Summer Feed & Weed	June 15th	$63.65	6/17/26
4	Essential Lawn - Late Summer Feed	August 20th	$60.54	8/15/26
5	Essential Lawn - Fall Pre-emergent	October 15th	$61.43	10/16/26

Monthly Override

Calculated monthly is $40.00. Leave blank to use that.

Sam Murphy - Mom's House

1327 Stelly Lane, Sulphur

Turf 5,100 Landscape 1,100 Difficulty 1

Premier Lawn - 9 VisitMonthlyRenewable5,100 ft²Difficulty 1

Billing

Each Service bills that amount on the 1st after the service is done. It is not added to the monthly payment.

$840.00Billed / Year

$70.00Monthly

$1.33Chemical

$116.53Labor Overhead

$722.15Gross Profit

86.0%Gross Margin

Step	Service	TBC	Visit Price	Done
1	Premier Lawn - Pre-emergent Round 1	January 20th	$62.55	1/17/26
2	Premier Lawn - Broadleaf & Feed	March 1st	$62.24	3/6/26
3	Premier Lawn - Spring Green-Up	April 5th	$63.16	4/12/26
4	Premier Lawn - Grub Prevention	May 10th	$62.24	5/5/26
5	Premier Lawn - Summer Feed & Sedge	June 15th	$62.24	6/10/26
6	Premier Lawn - Insect & Iron	July 20th	$62.14	7/20/26
7	Premier Lawn - Late Summer Feed	August 25th	$62.24	8/29/26
8	Premier Lawn - Fall Disease Guard	October 1st	$62.24	10/3/26
9	Premier Lawn - Winter Pre-emergent	November 15th	$62.85	11/20/25

Monthly Override

Calculated monthly is $70.00. Leave blank to use that.

Sam Murphy - Mom's House

601 North Johnson Street, Sulphur

Turf 5,400 Landscape 500 Difficulty 2

Essential Lawn - 5 VisitMonthlyRenewable5,400 ft²Difficulty 2

Billing

Each Service bills that amount on the 1st after the service is done. It is not added to the monthly payment.

$480.00Billed / Year

$40.00Monthly

$1.24Chemical

$65.31Labor Overhead

$413.45Gross Profit

86.1%Gross Margin

Step	Service	TBC	Visit Price	Done
1	Essential Lawn - Pre-emergent & Feed	February 10th	$53.79	2/12/26
2	Essential Lawn - Spring Green-Up	April 15th	$53.43	4/14/26
3	Essential Lawn - Summer Feed & Weed	June 15th	$54.98	6/15/26
4	Essential Lawn - Late Summer Feed	August 20th	$53.32	8/17/26
5	Essential Lawn - Fall Pre-emergent	October 15th	$53.79	10/15/26

Monthly Override

Calculated monthly is $40.00. Leave blank to use that.

Sam Murphy - Mom's House

9271 Corsica Avenue, Baton Rouge

Turf 8,700 Landscape 2,400 Surface 2,500 Difficulty 2

Essential Lawn - 5 VisitMonthlyRenewable8,700 ft²Difficulty 2

Billing

Each Service bills that amount on the 1st after the service is done. It is not added to the monthly payment.

$480.00Billed / Year

$40.00Monthly

$2.00Chemical

$71.61Labor Overhead

$406.39Gross Profit

84.7%Gross Margin

Step	Service	TBC	Visit Price	Done
1	Essential Lawn - Pre-emergent & Feed	February 10th	$59.16	2/10/26
2	Essential Lawn - Spring Green-Up	April 15th	$58.59	4/15/26
3	Essential Lawn - Summer Feed & Weed	June 15th	$61.08	6/20/26
4	Essential Lawn - Late Summer Feed	August 20th	$58.40	8/27/26
5	Essential Lawn - Fall Pre-emergent	October 15th	$59.16	10/15/26

Monthly Override

Calculated monthly is $40.00. Leave blank to use that.

Shrub & Bed Care - 6 VisitMonthlyRenewable2,400 ft²Difficulty 2

Billing

Each Service bills that amount on the 1st after the service is done. It is not added to the monthly payment.

$262.33Billed / Year

$21.86Monthly

$0.07Chemical

$71.50Labor Overhead

$190.76Gross Profit

72.7%Gross Margin

Step	Service	TBC	Visit Price	Done
1	Shrub & Bed Care - Dormant Oil	February 1st	$43.70	1/28/26
2	Shrub & Bed Care - Spring Feed & Insect	April 1st	$43.85	4/7/26
3	Shrub & Bed Care - Disease Guard	May 20th	$43.70	5/23/26
4	Shrub & Bed Care - Summer Insect	July 5th	$43.70	7/6/26
5	Shrub & Bed Care - Late Summer Feed	August 25th	$43.70	8/25/26
6	Shrub & Bed Care - Fall Oil	October 20th	$43.70	10/21/26

Monthly Override

Calculated monthly is $21.86. Leave blank to use that.

Sam Murphy - Rental

4242 Government Street, Baton Rouge

Turf 8,500 Difficulty 1

Fire Ant & Flea - 2 VisitMonthlyRenewable8,500 ft²Difficulty 1

Billing

Each Service bills that amount on the 1st after the service is done. It is not added to the monthly payment.

$1,632.00Billed / Year

$136.00Monthly override

$0.17Chemical

$28.49Labor Overhead

$1,603.34Gross Profit

98.2%Gross Margin

Step	Service	TBC	Visit Price	Done
1	Fire Ant & Flea - Spring Ant Bait	April 20th	$67.07	4/20/26
2	Fire Ant & Flea - Fall Ant Bait	September 1st	$67.07	8/30/26

Monthly Override

Calculated monthly is $11.18. Leave blank to use that.

Signature Lawn - 7 VisitMonthlyRenewable8,500 ft²Difficulty 1

Billing

Each Service bills that amount on the 1st after the service is done. It is not added to the monthly payment.

$660.00Billed / Year

$55.00Monthly

$2.21Chemical

$99.72Labor Overhead

$558.07Gross Profit

84.6%Gross Margin

Step	Service	TBC	Visit Price	Done
1	Signature Lawn - Pre-emergent Round 1	January 25th	$62.58	1/26/26
2	Signature Lawn - Weed Control & Feed	March 20th	$62.07	3/20/26
3	Signature Lawn - Green-Up & Sedge	May 1st	$63.94	5/1/26
4	Signature Lawn - Insect Shield	June 10th	$61.90	6/8/26
5	Signature Lawn - Summer Feed	July 25th	$62.58	7/28/26
6	Signature Lawn - Fall Feed & Disease Guard	September 15th	$62.07	9/11/26
7	Signature Lawn - Winter Pre-emergent	November 10th	$62.58	11/10/25

Monthly Override

Calculated monthly is $55.00. Leave blank to use that.

Sam Murphy - Rental 2

213 Evelyn Street, Sulphur

Turf 7,400 Landscape 1,500 Surface 2,800 Difficulty 1

Signature Lawn - 7 VisitMonthlyRenewable7,400 ft²Difficulty 1

Billing

Each Service bills that amount on the 1st after the service is done. It is not added to the monthly payment.

$660.00Billed / Year

$55.00Monthly

$1.92Chemical

$96.78Labor Overhead

$561.30Gross Profit

85.0%Gross Margin

Step	Service	TBC	Visit Price	Done
1	Signature Lawn - Pre-emergent Round 1	January 25th	$60.95	1/31/26
2	Signature Lawn - Weed Control & Feed	March 20th	$60.51	3/18/26
3	Signature Lawn - Green-Up & Sedge	May 1st	$62.14	4/27/26
4	Signature Lawn - Insect Shield	June 10th	$60.36	6/13/26
5	Signature Lawn - Summer Feed	July 25th	$60.95	7/24/26
6	Signature Lawn - Fall Feed & Disease Guard	September 15th	$60.51	9/14/26
7	Signature Lawn - Winter Pre-emergent	November 10th	$60.95	11/11/25

Monthly Override

Calculated monthly is $55.00. Leave blank to use that.

Sam Murphy - Rental 2

544 Wiltz Drive, Baton Rouge

Turf 7,700 Landscape 1,600 Surface 2,500 Difficulty 1

Mosquito Shield - MonthlyMonthlyRenewable1,600 ft²Difficulty 1

Billing

Each Service bills that amount on the 1st after the service is done. It is not added to the monthly payment.

$358.68Billed / Year

$29.89Monthly

$0.00Chemical

$81.28Labor Overhead

$277.40Gross Profit

77.3%Gross Margin

Step	Service	TBC	Visit Price	Done
1	Mosquito Shield - Mosquito Visit 1	April 1st	$51.24	3/29/26
2	Mosquito Shield - Mosquito Visit 2	May 1st	$51.24	5/8/26
3	Mosquito Shield - Mosquito Visit 3	June 1st	$51.24	6/2/26
4	Mosquito Shield - Mosquito Visit 4	July 1st	$51.24	6/29/26
5	Mosquito Shield - Mosquito Visit 5	August 1st	$51.24	8/4/26
6	Mosquito Shield - Mosquito Visit 6	September 1st	$51.24	9/5/26
7	Mosquito Shield - Mosquito Visit 7	October 1st	$51.24	10/8/26

Monthly Override

Calculated monthly is $29.89. Leave blank to use that.

Premier Lawn - 9 VisitMonthlyRenewable7,700 ft²Difficulty 1

Billing

Each Service bills that amount on the 1st after the service is done. It is not added to the monthly payment.

$1,236.00Billed / Year

$103.00Monthly override

$2.00Chemical

$125.46Labor Overhead

$1,108.54Gross Profit

89.7%Gross Margin

Step	Service	TBC	Visit Price	Done
1	Premier Lawn - Pre-emergent Round 1	January 20th	$66.40	1/26/26
2	Premier Lawn - Broadleaf & Feed	March 1st	$65.93	3/3/26
3	Premier Lawn - Spring Green-Up	April 5th	$67.32	4/1/26
4	Premier Lawn - Grub Prevention	May 10th	$65.93	5/5/26
5	Premier Lawn - Summer Feed & Sedge	June 15th	$65.93	6/12/26
6	Premier Lawn - Insect & Iron	July 20th	$65.78	7/27/26
7	Premier Lawn - Late Summer Feed	August 25th	$65.93	8/25/26
8	Premier Lawn - Fall Disease Guard	October 1st	$65.93	9/28/26
9	Premier Lawn - Winter Pre-emergent	November 15th	$66.86	11/16/25

Monthly Override

Calculated monthly is $70.00. Leave blank to use that.

Notes

Notes, voice notes and sketches attached here show on this row.