Premier Lawn - 9 Visit
$70.00Paid
5
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Nancy Reed
Lead source: Truck Wrap · 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.
LeadMay 26
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledOct 28
DoneOct 8
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$398.4974% margin
Customer For3.4 yearssince May 26, 2023
Pay SpeedNo data yetaverage days to pay
Callbacks1re-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
$840.00Paid
$606.52Delivered
$476.10Profit
$2.21Chemical
$128.21Labor
4.27Hours
$233.48Paid ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 78.5% margin. Time is the estimate for that size.
October 2026
Paid $70.00Delivered $67.07Profit $52.74
Paid
Delivered
Premier Lawn - Fall Disease Guard
Chemical $0.09Labor $14.25Profit $52.740.47 hr
Azoxystrobin 2SC, 0-0-25 Potash Liquid
$67.07
September 2026
Paid $70.00Delivered $67.07Profit $52.74
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Late Summer Feed
Chemical $0.09Labor $14.25Profit $52.740.47 hr
16-4-8 Liquid Fertilizer, Soil Wetting Agent
$67.07
August 2026
Paid $70.00
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
No work this month.
July 2026
Paid $70.00Delivered $66.90Profit $52.65
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Insect & Iron
Chemical $0.00Labor $14.25Profit $52.650.47 hr
Bifenthrin 7.9%, Iron Plus 6%
$66.90
June 2026
Paid $70.00Delivered $67.07Profit $52.74
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Summer Feed & Sedge
Chemical $0.09Labor $14.25Profit $52.740.47 hr
16-4-8 Liquid Fertilizer, Dismiss South
$67.07
May 2026
Paid $70.00Delivered $67.07Profit $52.74
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Grub Prevention
Chemical $0.09Labor $14.25Profit $52.740.47 hr
Acelepryn, Humic 12
$67.07
April 2026
Paid $70.00Delivered $68.60Profit $53.50
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Spring Green-Up
Chemical $0.85Labor $14.25Profit $53.500.47 hr
24-0-11 Granular, Iron Plus 6%
$68.60
March 2026
Paid $70.00Delivered $67.07Profit $52.74
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Broadleaf & Feed
Chemical $0.09Labor $14.25Profit $52.740.47 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$67.07
February 2026
Paid $70.00
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
No work this month.
January 2026
Paid $70.00Delivered $67.58Profit $52.99
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Pre-emergent Round 1
Chemical $0.34Labor $14.25Profit $52.990.47 hr
Prodiamine 65 WDG, Atrazine 4L
$67.58
December 2025
Paid $70.00
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
No work this month.
November 2025
Paid $70.00Delivered $68.09Profit $53.25
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Winter Pre-emergent
Chemical $0.60Labor $14.25Profit $53.250.47 hr
Prodiamine 65 WDG, Celsius WG
$68.09
Money for this customer
Revenue$535.20
Costs$0.00
Left After Costs$535.20
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 10/1/26 | Invoice | INV-2026-3790 | Paid | $66.90 |
| 8/1/26 | Invoice | INV-2026-3062 | Paid | $66.90 |
| 7/1/26 | Invoice | INV-2026-2665 | Paid | $66.90 |
| 6/1/26 | Invoice | INV-2026-2192 | Paid | $66.90 |
| 5/1/26 | Invoice | INV-2026-1821 | Paid | $66.90 |
| 4/1/26 | Invoice | INV-2026-1407 | Paid | $66.90 |
| 2/1/26 | Invoice | INV-2026-0727 | Paid | $66.90 |
| 12/1/25 | Invoice | INV-2025-0387 | Paid | $66.90 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.