Essential Lawn - 5 Visit
$40.00Paid
4
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Tim Wilson
Lead source: Truck Wrap · Tax exempt (DEMO-EX-1005)
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.
Slow PayGate Code
LeadNov 29
ContactedSkipped
EstimateOct 4
SentOct 4 · 5 views
Won
Scheduled
DoneOct 15
PaidSep 1
ReviewOct 16
Sent · Step 4 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.
Lifetime ValueNo data yetfills in with the first paymentBalance$0.00all paid
Profit, 12 Months$209.7455% margin
Customer For1.9 yearssince Nov 29, 2024
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewAskedOct 16, 2026Worth HavingWorth havingMargin 55%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$556.68Paid
$592.53Delivered
$463.59Profit
$2.11Chemical
$126.83Labor
4.23Hours
$35.85Work ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 78.2% margin. Time is the estimate for that size.
October 2026
Paid $64.58Delivered $132.99Profit $104.48
Delivered
Soil Builder - Fall Potash
Chemical $0.00Labor $14.09Profit $59.520.47 hr
0-0-25 Potash Liquid, Humic 12
$73.61
Essential Lawn - Fall Pre-emergent
Chemical $0.32Labor $14.09Profit $44.970.47 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$59.39
September 2026
Paid $64.58
Paid
Essential Lawn - 5 Visit
$40.00Paid
Soil Builder - 4 Visit
$24.58Paid
Delivered
No work this month.
August 2026
Paid $64.58Delivered $58.61Profit $44.52
Paid
Essential Lawn - 5 Visit
$40.00Paid
Soil Builder - 4 Visit
$24.58Paid
Delivered
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $14.09Profit $44.520.47 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$58.61
July 2026
Paid $64.58Delivered $73.80Profit $59.63
Paid
Essential Lawn - 5 Visit
$40.00Paid
Soil Builder - 4 Visit
$24.58Paid
Delivered
Soil Builder - Summer Soil Boost
Chemical $0.08Labor $14.09Profit $59.630.47 hr
Liquid Aeration, Soil Wetting Agent
$73.80
June 2026
Paid $64.58Delivered $61.33Profit $46.10
Paid
Essential Lawn - 5 Visit
$40.00Paid
Soil Builder - 4 Visit
$24.58Paid
Delivered
Essential Lawn - Summer Feed & Weed
Chemical $1.13Labor $14.09Profit $46.100.47 hr
24-0-11 Granular, Celsius WG
$61.33
May 2026
Paid $64.58Delivered $73.80Profit $59.63
Paid
Essential Lawn - 5 Visit
$40.00Paid
Soil Builder - 4 Visit
$24.58Paid
Delivered
Soil Builder - Wetting Agent
Chemical $0.08Labor $14.09Profit $59.630.47 hr
Soil Wetting Agent, Humic 12
$73.80
April 2026
Paid $64.58Delivered $58.80Profit $44.63
Paid
Essential Lawn - 5 Visit
$40.00Paid
Soil Builder - 4 Visit
$24.58Paid
Delivered
Essential Lawn - Spring Green-Up
Chemical $0.08Labor $14.09Profit $44.630.47 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$58.80
March 2026
Paid $64.58Delivered $73.80Profit $59.63
Paid
Essential Lawn - 5 Visit
$40.00Paid
Soil Builder - 4 Visit
$24.58Paid
Delivered
Soil Builder - Liquid Aeration
Chemical $0.08Labor $14.09Profit $59.630.47 hr
Liquid Aeration, Humic 12
$73.80
February 2026
Paid $40.00Delivered $59.39Profit $44.97
Paid
Essential Lawn - 5 Visit
$40.00Paid
Delivered
Essential Lawn - Pre-emergent & Feed
Chemical $0.32Labor $14.09Profit $44.970.47 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$59.39
Money for this customer
Revenue$378.24
Costs$0.00
Left After Costs$378.24
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 9/1/26 | Invoice | INV-2026-3465 | Paid | $55.54 |
| 8/1/26 | Invoice | INV-2026-3074 | Paid | $70.54 |
| 7/1/26 | Invoice | INV-2026-2677 | Paid | $55.54 |
| 6/1/26 | Invoice | INV-2026-2203 | Paid | $70.54 |
| 4/1/26 | Invoice | INV-2026-1418 | Paid | $70.54 |
| 3/1/26 | Invoice | INV-2026-1065 | Paid | $55.54 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.