Premier Lawn - 9 Visit
$70.00Paid
12
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Scott Long
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.
LeadJun 9
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledNov 15
DoneOct 20
PaidSep 1
ReviewAug 29
Paid · Step 8 of 9 · 4 skipped
Next: Collect
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$113.9038 days late
Profit, 12 Months$617.4274% margin
Customer For2.4 yearssince Jun 9, 2024
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewClicked linkAug 29, 2026Worth HavingKeep an eye onBalance 38 days late, margin 74%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$1,210.54Paid
$1,083.10Delivered
$843.94Profit
$1.48Chemical
$237.67Labor
7.92Hours
$127.45Paid ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 77.9% margin. Time is the estimate for that size.
October 2026
Paid $113.65Delivered $171.48Profit $133.96
Paid
Shrub & Bed Care - 6 Visit
$21.34Paid
Soil Builder - 4 Visit
$22.31Paid
Delivered
Premier Lawn - Fall Disease Guard
Chemical $0.05Labor $12.87Profit $49.040.43 hr
Azoxystrobin 2SC, 0-0-25 Potash Liquid
$61.96
Soil Builder - Fall Potash
Chemical $0.00Labor $12.87Profit $53.990.43 hr
0-0-25 Potash Liquid, Humic 12
$66.86
Shrub & Bed Care - Fall Oil
Chemical $0.00Labor $11.73Profit $30.930.39 hr
Horticultural Oil
$42.66
September 2026
Paid $113.65
Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$21.34Paid
Soil Builder - 4 Visit
$22.31Paid
Delivered
No work this month.
August 2026
Paid $113.65Delivered $104.62Profit $79.97
Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$21.34Paid
Soil Builder - 4 Visit
$22.31Paid
Delivered
Shrub & Bed Care - Late Summer Feed
Chemical $0.00Labor $11.73Profit $30.930.39 hr
16-4-8 Liquid Fertilizer
$42.66
Premier Lawn - Late Summer Feed
Chemical $0.05Labor $12.87Profit $49.040.43 hr
16-4-8 Liquid Fertilizer, Soil Wetting Agent
$61.96
July 2026
Paid $113.65Delivered $171.48Profit $133.96
Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$21.34Paid
Soil Builder - 4 Visit
$22.31Paid
Delivered
Shrub & Bed Care - Summer Insect
Chemical $0.00Labor $11.73Profit $30.930.39 hr
Bifenthrin 7.9%
$42.66
Premier Lawn - Insect & Iron
Chemical $0.00Labor $12.87Profit $48.990.43 hr
Bifenthrin 7.9%, Iron Plus 6%
$61.86
Soil Builder - Summer Soil Boost
Chemical $0.05Labor $12.87Profit $54.040.43 hr
Liquid Aeration, Soil Wetting Agent
$66.96
June 2026
Paid $113.65Delivered $61.96Profit $49.04
Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$21.34Paid
Soil Builder - 4 Visit
$22.31Paid
Delivered
Premier Lawn - Summer Feed & Sedge
Chemical $0.05Labor $12.87Profit $49.040.43 hr
16-4-8 Liquid Fertilizer, Dismiss South
$61.96
May 2026
Paid $113.65Delivered $171.58Profit $134.01
Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$21.34Paid
Soil Builder - 4 Visit
$22.31Paid
Delivered
Premier Lawn - Grub Prevention
Chemical $0.05Labor $12.87Profit $49.040.43 hr
Acelepryn, Humic 12
$61.96
Shrub & Bed Care - Disease Guard
Chemical $0.00Labor $11.73Profit $30.930.39 hr
Daconil Weatherstik
$42.66
Soil Builder - Wetting Agent
Chemical $0.05Labor $12.87Profit $54.040.43 hr
Soil Wetting Agent, Humic 12
$66.96
April 2026
Paid $113.65Delivered $62.84Profit $49.48
Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$21.34Paid
Soil Builder - 4 Visit
$22.31Paid
Delivered
Premier Lawn - Spring Green-Up
Chemical $0.49Labor $12.87Profit $49.480.43 hr
24-0-11 Granular, Iron Plus 6%
$62.84
March 2026
Paid $113.65Delivered $171.69Profit $134.07
Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$21.34Paid
Soil Builder - 4 Visit
$22.31Paid
Delivered
Premier Lawn - Broadleaf & Feed
Chemical $0.05Labor $12.87Profit $49.040.43 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$61.96
Soil Builder - Liquid Aeration
Chemical $0.05Labor $12.87Profit $54.040.43 hr
Liquid Aeration, Humic 12
$66.96
Shrub & Bed Care - Spring Feed & Insect
Chemical $0.06Labor $11.73Profit $30.990.39 hr
Merit 75 WSP, 16-4-8 Liquid Fertilizer
$42.77
February 2026
Paid $91.34Delivered $42.66Profit $30.93
Paid
Premier Lawn - 9 Visit
$70.00Paid
Shrub & Bed Care - 6 Visit
$21.34Paid
Delivered
Shrub & Bed Care - Dormant Oil
Chemical $0.00Labor $11.73Profit $30.930.39 hr
Horticultural Oil
$42.66
January 2026
Paid $70.00Delivered $62.25Profit $49.19
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Pre-emergent Round 1
Chemical $0.20Labor $12.87Profit $49.190.43 hr
Prodiamine 65 WDG, Atrazine 4L
$62.25
December 2025
Paid $70.00
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
No work this month.
November 2025
Paid $70.00Delivered $62.55Profit $49.33
Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Winter Pre-emergent
Chemical $0.34Labor $12.87Profit $49.330.43 hr
Prodiamine 65 WDG, Celsius WG
$62.55
Money for this customer
Revenue$838.90
Costs$0.00
Left After Costs$838.90
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 9/1/26 | Invoice | INV-2026-3454 | Open | $113.90 |
| 8/1/26 | Invoice | INV-2026-3062 | Paid | $155.00 |
| 7/1/26 | Invoice | INV-2026-2665 | Paid | $55.00 |
| 6/1/26 | Invoice | INV-2026-2192 | Paid | $155.00 |
| 5/1/26 | Invoice | INV-2026-1825 | Paid | $55.00 |
| 4/1/26 | Invoice | INV-2026-1409 | Paid | $155.00 |
| 3/1/26 | Invoice | INV-2026-1053 | Paid | $40.00 |
| 2/1/26 | Invoice | INV-2026-0719 | Paid | $55.00 |
| 12/1/25 | Invoice | INV-2025-0393 | Paid | $55.00 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.