Essential Lawn - 5 Visit
$40.00Paid
11
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Jennifer Lewis
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.
Irrigation
LeadJun 27
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledOct 26
DoneOct 21
PaidOct 1
ReviewOct 20
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$70.787 days late
Profit, 12 Months$680.0673% margin
Customer For118 dayssince Jun 27, 2026
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewClicked linkOct 20, 2026Worth HavingWorth havingMargin 73%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$2,560.47Paid
$2,420.69Delivered
$2,131.30Profit
$3.41Chemical
$285.99Labor
9.53Hours
$139.78Paid ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 88.0% margin. Time is the estimate for that size.
October 2026
Paid $323.70Delivered $152.88Profit $113.37
Paid
Large Patch Guard - 3 Visit
$223.14Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.56Paid
Delivered
Shrub & Bed Care - Fall Oil
Chemical $0.00Labor $11.31Profit $29.810.38 hr
Horticultural Oil
$41.12
Essential Lawn - Fall Pre-emergent
Chemical $0.27Labor $13.56Profit $41.090.45 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$54.92
Essential Lawn - Fall Pre-emergent
Chemical $0.32Labor $14.05Profit $42.470.47 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$56.84
September 2026
Paid $100.56Delivered $74.38Profit $60.82
Paid
Essential Lawn - 5 Visit
$40.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.56Paid
Delivered
Large Patch Guard - Large Patch 1
Chemical $0.00Labor $13.56Profit $60.820.45 hr
Azoxystrobin 2SC
$74.38
August 2026
Paid $100.56Delivered $151.70Profit $112.78
Paid
Essential Lawn - 5 Visit
$40.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.56Paid
Delivered
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $14.05Profit $42.150.47 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$56.20
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $13.56Profit $40.820.45 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$54.38
Shrub & Bed Care - Late Summer Feed
Chemical $0.00Labor $11.31Profit $29.810.38 hr
16-4-8 Liquid Fertilizer
$41.12
July 2026
Paid $100.56Delivered $41.12Profit $29.81
Paid
Essential Lawn - 5 Visit
$40.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.56Paid
Delivered
Shrub & Bed Care - Summer Insect
Chemical $0.00Labor $11.31Profit $29.810.38 hr
Bifenthrin 7.9%
$41.12
June 2026
Paid $100.56Delivered $114.70Profit $85.03
Paid
Essential Lawn - 5 Visit
$40.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.56Paid
Delivered
Essential Lawn - Summer Feed & Weed
Chemical $0.94Labor $13.56Profit $41.760.45 hr
24-0-11 Granular, Celsius WG
$56.26
Essential Lawn - Summer Feed & Weed
Chemical $1.12Labor $14.05Profit $43.270.47 hr
24-0-11 Granular, Celsius WG
$58.44
May 2026
Paid $100.56Delivered $41.12Profit $29.81
Paid
Essential Lawn - 5 Visit
$40.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.56Paid
Delivered
Shrub & Bed Care - Disease Guard
Chemical $0.00Labor $11.31Profit $29.810.38 hr
Daconil Weatherstik
$41.12
April 2026
Paid $100.56Delivered $110.87Profit $83.11
Paid
Essential Lawn - 5 Visit
$40.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.56Paid
Delivered
Essential Lawn - Spring Green-Up
Chemical $0.08Labor $14.05Profit $42.230.47 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$56.36
Essential Lawn - Spring Green-Up
Chemical $0.07Labor $13.56Profit $40.890.45 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$54.51
March 2026
Paid $100.56Delivered $115.55Profit $90.66
Paid
Essential Lawn - 5 Visit
$40.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.56Paid
Delivered
Large Patch Guard - Large Patch 3
Chemical $0.00Labor $13.56Profit $60.820.45 hr
Azoxystrobin 2SC
$74.38
Shrub & Bed Care - Spring Feed & Insect
Chemical $0.02Labor $11.31Profit $29.840.38 hr
Merit 75 WSP, 16-4-8 Liquid Fertilizer
$41.17
February 2026
Paid $775.56Delivered $111.76Profit $83.56
Paid
Essential Lawn - 5 Visit
$40.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$20.56Paid
Christmas Light Takedown
$675.00Paid
Delivered
Essential Lawn - Pre-emergent & Feed
Chemical $0.27Labor $13.56Profit $41.090.45 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$54.92
Essential Lawn - Pre-emergent & Feed
Chemical $0.32Labor $14.05Profit $42.470.47 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$56.84
January 2026
Paid $20.56Delivered $716.12Profit $690.76
Paid
Shrub & Bed Care - 6 Visit
$20.56Paid
Delivered
Christmas Light Takedown
Chemical $0.00Labor $14.05Profit $660.950.47 hr
$675.00
Shrub & Bed Care - Dormant Oil
Chemical $0.00Labor $11.31Profit $29.810.38 hr
Horticultural Oil
$41.12
December 2025
Paid $20.56
Paid
Shrub & Bed Care - 6 Visit
$20.56Paid
Delivered
No work this month.
November 2025
Paid $695.56Delivered $74.38Profit $60.82
Paid
Shrub & Bed Care - 6 Visit
$20.56Paid
Christmas Light Install
$675.00Paid
Delivered
Large Patch Guard - Large Patch 2
Chemical $0.00Labor $13.56Profit $60.820.45 hr
Propiconazole 14.3
$74.38
October 2025
Paid $20.56Delivered $716.12Profit $690.76
Paid
Shrub & Bed Care - 6 Visit
$20.56Paid
Delivered
Christmas Light Install
Chemical $0.00Labor $14.05Profit $660.950.47 hr
$675.00
Shrub & Bed Care - Fall Oil
Chemical $0.00Labor $11.31Profit $29.810.38 hr
Horticultural Oil
$41.12
Money for this customer
Revenue$937.46
Costs$0.00
Left After Costs$937.46
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 10/1/26 | Invoice | INV-2026-3793 | Open | $70.78 |
| 9/1/26 | Invoice | INV-2026-3462 | Paid | $156.18 |
| 8/1/26 | Invoice | INV-2026-3074 | Paid | $50.20 |
| 7/1/26 | Invoice | INV-2026-2676 | Paid | $105.98 |
| 6/1/26 | Invoice | INV-2026-2206 | Paid | $50.20 |
| 5/1/26 | Invoice | INV-2026-1836 | Paid | $105.98 |
| 4/1/26 | Invoice | INV-2026-1423 | Paid | $120.98 |
| 3/1/26 | Invoice | INV-2026-1064 | Paid | $105.98 |
| 2/1/26 | Invoice | INV-2026-0730 | Paid | $50.20 |
| 12/1/25 | Invoice | INV-2025-0407 | Paid | $70.78 |
| 11/1/25 | Invoice | INV-2025-0076 | Paid | $50.20 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.