Essential Lawn - 5 Visit
$40.00Paid
4
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
David Mitchell
Lead source: Nextdoor · Tax: Demo City 10.75%
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.
LeadFeb 22
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledFeb 1
DoneOct 19
PaidOct 1
ReviewOct 12
Review · Step 9 of 9 · 4 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$504.7968% margin
Customer For1.7 yearssince Feb 22, 2025
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewClicked linkOct 12, 2026Worth HavingWorth havingMargin 68%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$996.13Paid
$856.49Delivered
$636.72Profit
$3.11Chemical
$216.67Labor
7.22Hours
$139.64Paid ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 74.3% margin. Time is the estimate for that size.
October 2026
Paid $101.24Delivered $154.12Profit $114.90
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$21.24Paid
Delivered
Essential Lawn - Fall Pre-emergent
Chemical $0.36Labor $14.47Profit $44.980.48 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$59.81
Essential Lawn - Fall Pre-emergent
Chemical $0.17Labor $12.60Profit $39.070.42 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$51.84
Shrub & Bed Care - Fall Oil
Chemical $0.00Labor $11.61Profit $30.850.39 hr
Horticultural Oil
$42.46
September 2026
Paid $101.24Delivered $42.46Profit $30.85
Paid
Essential Lawn - 5 Visit
$40.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$21.24Paid
Delivered
Shrub & Bed Care - Late Summer Feed
Chemical $0.00Labor $11.61Profit $30.850.39 hr
16-4-8 Liquid Fertilizer
$42.46
August 2026
Paid $101.24Delivered $110.48Profit $83.40
Paid
Essential Lawn - 5 Visit
$40.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$21.24Paid
Delivered
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $14.47Profit $44.540.48 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$59.01
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $12.60Profit $38.860.42 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$51.47
July 2026
Paid $101.24
Paid
Essential Lawn - 5 Visit
$40.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$21.24Paid
Delivered
No work this month.
June 2026
Paid $101.24Delivered $157.04Profit $116.49
Paid
Essential Lawn - 5 Visit
$40.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$21.24Paid
Delivered
Essential Lawn - Summer Feed & Weed
Chemical $1.27Labor $14.47Profit $46.070.48 hr
24-0-11 Granular, Celsius WG
$61.82
Essential Lawn - Summer Feed & Weed
Chemical $0.59Labor $12.60Profit $39.570.42 hr
24-0-11 Granular, Celsius WG
$52.76
Shrub & Bed Care - Summer Insect
Chemical $0.00Labor $11.61Profit $30.850.39 hr
Bifenthrin 7.9%
$42.46
May 2026
Paid $101.24Delivered $42.46Profit $30.85
Paid
Essential Lawn - 5 Visit
$40.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$21.24Paid
Delivered
Shrub & Bed Care - Disease Guard
Chemical $0.00Labor $11.61Profit $30.850.39 hr
Daconil Weatherstik
$42.46
April 2026
Paid $101.24Delivered $153.34Profit $114.47
Paid
Essential Lawn - 5 Visit
$40.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$21.24Paid
Delivered
Shrub & Bed Care - Spring Feed & Insect
Chemical $0.05Labor $11.61Profit $30.910.39 hr
Merit 75 WSP, 16-4-8 Liquid Fertilizer
$42.57
Essential Lawn - Spring Green-Up
Chemical $0.09Labor $14.47Profit $44.650.48 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$59.21
Essential Lawn - Spring Green-Up
Chemical $0.04Labor $12.60Profit $38.910.42 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$51.56
March 2026
Paid $101.24
Paid
Essential Lawn - 5 Visit
$40.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$21.24Paid
Delivered
No work this month.
February 2026
Paid $101.24Delivered $111.65Profit $84.04
Paid
Essential Lawn - 5 Visit
$40.00Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$21.24Paid
Delivered
Essential Lawn - Pre-emergent & Feed
Chemical $0.17Labor $12.60Profit $39.070.42 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$51.84
Essential Lawn - Pre-emergent & Feed
Chemical $0.36Labor $14.47Profit $44.980.48 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$59.81
January 2026
Paid $21.24Delivered $42.46Profit $30.85
Paid
Shrub & Bed Care - 6 Visit
$21.24Paid
Delivered
Shrub & Bed Care - Dormant Oil
Chemical $0.00Labor $11.61Profit $30.850.39 hr
Horticultural Oil
$42.46
December 2025
Paid $21.24
Paid
Shrub & Bed Care - 6 Visit
$21.24Paid
Delivered
No work this month.
November 2025
Paid $21.24
Paid
Shrub & Bed Care - 6 Visit
$21.24Paid
Delivered
No work this month.
October 2025
Paid $21.24Delivered $42.46Profit $30.85
Paid
Shrub & Bed Care - 6 Visit
$21.24Paid
Delivered
Shrub & Bed Care - Fall Oil
Chemical $0.00Labor $11.61Profit $30.850.39 hr
Horticultural Oil
$42.46
Money for this customer
Revenue$739.40
Costs$0.00
Left After Costs$739.40
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 10/1/26 | Invoice | INV-2026-3811 | Paid | $53.94 |
| 9/1/26 | Invoice | INV-2026-3476 | Paid | $103.94 |
| 7/1/26 | Invoice | INV-2026-2690 | Paid | $157.88 |
| 6/1/26 | Invoice | INV-2026-2214 | Paid | $53.94 |
| 5/1/26 | Invoice | INV-2026-1843 | Paid | $157.88 |
| 3/1/26 | Invoice | INV-2026-1073 | Paid | $103.94 |
| 2/1/26 | Invoice | INV-2026-0749 | Paid | $53.94 |
| 11/1/25 | Invoice | INV-2025-0075 | Paid | $53.94 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.
Notes, voice notes and sketches attached here show on this row.