Christmas Light Install
$450.00Due
4
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Justin Evans
Lead source: Google Search · 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.
LeadJan 12
ContactedSkipped
EstimateSep 7
SentSep 8
WonSep 10
ScheduledOct 25
DoneOct 21
PaidSep 1
ReviewAug 24
Review · Step 9 of 9 · 1 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$956.2077% margin
Customer For285 dayssince Jan 12, 2026
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewClicked linkAug 24, 2026Worth HavingWorth havingMargin 77%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$3,003.23Paid
$2,861.24Delivered
$2,483.33Profit
$3.94Chemical
$373.97Labor
12.47Hours
$141.99Paid ahead
$450.00Due on a coming 1st
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 86.8% margin. Time is the estimate for that size.
November 2026
Paid
Delivered
No work this month.
October 2026
Paid $219.36Delivered $634.81Profit $578.98
Paid
Premier Lawn - 9 Visit
$123.00Paid
Shrub & Bed Care - 6 Visit
$26.36Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Fall Disease Guard
Chemical $0.06Labor $13.29Profit $51.020.44 hr
Azoxystrobin 2SC, 0-0-25 Potash Liquid
$64.37
Premier Lawn - Fall Disease Guard
Chemical $0.08Labor $14.13Profit $53.600.47 hr
Azoxystrobin 2SC, 0-0-25 Potash Liquid
$67.81
Christmas Light Install
Chemical $0.00Labor $14.13Profit $435.870.47 hr
$450.00
Shrub & Bed Care - Fall Oil
Chemical $0.00Labor $14.13Profit $38.500.47 hr
Horticultural Oil
$52.63
September 2026
Paid $219.36
Paid
Premier Lawn - 9 Visit
$123.00Paid
Shrub & Bed Care - 6 Visit
$26.36Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
No work this month.
August 2026
Paid $219.36Delivered $184.81Profit $143.11
Paid
Premier Lawn - 9 Visit
$123.00Paid
Shrub & Bed Care - 6 Visit
$26.36Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Late Summer Feed
Chemical $0.06Labor $13.29Profit $51.020.44 hr
16-4-8 Liquid Fertilizer, Soil Wetting Agent
$64.37
Premier Lawn - Late Summer Feed
Chemical $0.08Labor $14.13Profit $53.600.47 hr
16-4-8 Liquid Fertilizer, Soil Wetting Agent
$67.81
Shrub & Bed Care - Late Summer Feed
Chemical $0.00Labor $14.13Profit $38.500.47 hr
16-4-8 Liquid Fertilizer
$52.63
July 2026
Paid $219.36Delivered $184.50Profit $142.94
Paid
Premier Lawn - 9 Visit
$123.00Paid
Shrub & Bed Care - 6 Visit
$26.36Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Shrub & Bed Care - Summer Insect
Chemical $0.00Labor $14.13Profit $38.500.47 hr
Bifenthrin 7.9%
$52.63
Premier Lawn - Insect & Iron
Chemical $0.00Labor $13.29Profit $50.950.44 hr
Bifenthrin 7.9%, Iron Plus 6%
$64.24
Premier Lawn - Insect & Iron
Chemical $0.00Labor $14.13Profit $53.500.47 hr
Bifenthrin 7.9%, Iron Plus 6%
$67.63
June 2026
Paid $219.36Delivered $132.18Profit $104.62
Paid
Premier Lawn - 9 Visit
$123.00Paid
Shrub & Bed Care - 6 Visit
$26.36Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Summer Feed & Sedge
Chemical $0.08Labor $14.13Profit $53.600.47 hr
16-4-8 Liquid Fertilizer, Dismiss South
$67.81
Premier Lawn - Summer Feed & Sedge
Chemical $0.06Labor $13.29Profit $51.020.44 hr
16-4-8 Liquid Fertilizer, Dismiss South
$64.37
May 2026
Paid $219.36Delivered $184.81Profit $143.11
Paid
Premier Lawn - 9 Visit
$123.00Paid
Shrub & Bed Care - 6 Visit
$26.36Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Grub Prevention
Chemical $0.06Labor $13.29Profit $51.020.44 hr
Acelepryn, Humic 12
$64.37
Premier Lawn - Grub Prevention
Chemical $0.08Labor $14.13Profit $53.600.47 hr
Acelepryn, Humic 12
$67.81
Shrub & Bed Care - Disease Guard
Chemical $0.00Labor $14.13Profit $38.500.47 hr
Daconil Weatherstik
$52.63
April 2026
Paid $219.36Delivered $118.73Profit $90.46
Paid
Premier Lawn - 9 Visit
$123.00Paid
Shrub & Bed Care - 6 Visit
$26.36Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Spring Green-Up
Chemical $0.60Labor $13.29Profit $51.670.44 hr
24-0-11 Granular, Iron Plus 6%
$65.56
Shrub & Bed Care - Spring Feed & Insect
Chemical $0.25Labor $14.13Profit $38.790.47 hr
Merit 75 WSP, 16-4-8 Liquid Fertilizer
$53.17
March 2026
Paid $219.36Delivered $69.43Profit $54.48
Paid
Premier Lawn - 9 Visit
$123.00Paid
Shrub & Bed Care - 6 Visit
$26.36Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Spring Green-Up
Chemical $0.82Labor $14.13Profit $54.480.47 hr
24-0-11 Granular, Iron Plus 6%
$69.43
February 2026
Paid $669.36Delivered $184.81Profit $143.11
Paid
Premier Lawn - 9 Visit
$123.00Paid
Shrub & Bed Care - 6 Visit
$26.36Paid
Christmas Light Takedown
$450.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Shrub & Bed Care - Dormant Oil
Chemical $0.00Labor $14.13Profit $38.500.47 hr
Horticultural Oil
$52.63
Premier Lawn - Broadleaf & Feed
Chemical $0.06Labor $13.29Profit $51.020.44 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$64.37
Premier Lawn - Broadleaf & Feed
Chemical $0.08Labor $14.13Profit $53.600.47 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$67.81
January 2026
Paid $193.00Delivered $583.12Profit $541.00
Paid
Premier Lawn - 9 Visit
$123.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Christmas Light Takedown
Chemical $0.00Labor $14.13Profit $435.870.47 hr
$450.00
Premier Lawn - Pre-emergent Round 1
Chemical $0.24Labor $13.29Profit $51.240.44 hr
Prodiamine 65 WDG, Atrazine 4L
$64.77
Premier Lawn - Pre-emergent Round 1
Chemical $0.33Labor $14.13Profit $53.890.47 hr
Prodiamine 65 WDG, Atrazine 4L
$68.35
December 2025
Paid $193.00
Paid
Premier Lawn - 9 Visit
$123.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
No work this month.
November 2025
Paid $193.00Delivered $134.05Profit $105.64
Paid
Premier Lawn - 9 Visit
$123.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Winter Pre-emergent
Chemical $0.57Labor $14.13Profit $54.190.47 hr
Prodiamine 65 WDG, Celsius WG
$68.89
Premier Lawn - Winter Pre-emergent
Chemical $0.42Labor $13.29Profit $51.450.44 hr
Prodiamine 65 WDG, Celsius WG
$65.16
October 2025
Delivered $450.00Profit $435.87
Paid
No invoice this month.
Delivered
Christmas Light Install
Chemical $0.00Labor $14.13Profit $435.870.47 hr
$450.00
Money for this customer
Revenue$1,248.64
Costs$0.00
Left After Costs$1,248.64
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 9/1/26 | Invoice | INV-2026-3469 | Paid | $175.16 |
| 8/1/26 | Invoice | INV-2026-3078 | Paid | $175.16 |
| 7/1/26 | Invoice | INV-2026-2681 | Paid | $124.28 |
| 6/1/26 | Invoice | INV-2026-2207 | Paid | $175.16 |
| 5/1/26 | Invoice | INV-2026-1835 | Paid | $109.28 |
| 4/1/26 | Invoice | INV-2026-1420 | Paid | $65.88 |
| 3/1/26 | Invoice | INV-2026-1069 | Paid | $175.16 |
| 2/1/26 | Invoice | INV-2026-0740 | Paid | $124.28 |
| 12/1/25 | Invoice | INV-2025-0400 | Paid | $124.28 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.