Essential Lawn - 5 Visit
$40.00Paid
4
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Emily Smith
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.
LeadMay 17
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledFeb 1
DoneOct 19
PaidOct 1
ReviewOct 20
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$445.3172% margin
Customer For1.4 yearssince May 17, 2025
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewAskedOct 20, 2026Worth HavingWorth havingMargin 72%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$671.38Paid
$732.58Delivered
$545.54Profit
$2.35Chemical
$184.69Labor
6.16Hours
$61.20Work ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 74.5% margin. Time is the estimate for that size.
October 2026
Paid $77.08Delivered $109.19Profit $80.44
Paid
Shrub & Bed Care - 6 Visit
$25.92Paid
Fire Ant & Flea - 2 Visit
$11.15Paid
Delivered
Shrub & Bed Care - Fall Oil
Chemical $0.00Labor $14.21Profit $37.550.47 hr
Horticultural Oil
$51.76
Essential Lawn - Fall Pre-emergent
Chemical $0.34Labor $14.21Profit $42.890.47 hr
Prodiamine 65 WDG, 0-0-25 Potash Liquid
$57.43
September 2026
Paid $77.08Delivered $66.93Profit $52.64
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$25.92Paid
Fire Ant & Flea - 2 Visit
$11.15Paid
Delivered
Fire Ant & Flea - Fall Ant Bait
Chemical $0.08Labor $14.21Profit $52.640.47 hr
Fire Ant Bait
$66.93
August 2026
Paid $77.08Delivered $108.52Profit $80.11
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$25.92Paid
Fire Ant & Flea - 2 Visit
$11.15Paid
Delivered
Shrub & Bed Care - Late Summer Feed
Chemical $0.00Labor $14.21Profit $37.550.47 hr
16-4-8 Liquid Fertilizer
$51.76
Essential Lawn - Late Summer Feed
Chemical $0.00Labor $14.21Profit $42.550.47 hr
16-4-8 Liquid Fertilizer, Iron Plus 6%
$56.76
July 2026
Paid $77.08
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$25.92Paid
Fire Ant & Flea - 2 Visit
$11.15Paid
Delivered
No work this month.
June 2026
Paid $77.08Delivered $110.87Profit $81.28
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$25.92Paid
Fire Ant & Flea - 2 Visit
$11.15Paid
Delivered
Essential Lawn - Summer Feed & Weed
Chemical $1.18Labor $14.21Profit $43.730.47 hr
24-0-11 Granular, Celsius WG
$59.11
Shrub & Bed Care - Summer Insect
Chemical $0.00Labor $14.21Profit $37.550.47 hr
Bifenthrin 7.9%
$51.76
May 2026
Paid $77.08Delivered $51.76Profit $37.55
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$25.92Paid
Fire Ant & Flea - 2 Visit
$11.15Paid
Delivered
Shrub & Bed Care - Disease Guard
Chemical $0.00Labor $14.21Profit $37.550.47 hr
Daconil Weatherstik
$51.76
April 2026
Paid $77.08Delivered $176.12Profit $133.08
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$25.92Paid
Fire Ant & Flea - 2 Visit
$11.15Paid
Delivered
Shrub & Bed Care - Spring Feed & Insect
Chemical $0.25Labor $14.21Profit $37.800.47 hr
Merit 75 WSP, 16-4-8 Liquid Fertilizer
$52.26
Essential Lawn - Spring Green-Up
Chemical $0.08Labor $14.21Profit $42.640.47 hr
16-4-8 Liquid Fertilizer, SpeedZone Southern EW
$56.93
Fire Ant & Flea - Spring Ant Bait
Chemical $0.08Labor $14.21Profit $52.640.47 hr
Fire Ant Bait
$66.93
March 2026
Paid $65.92
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$25.92Paid
Delivered
No work this month.
February 2026
Paid $65.92Delivered $109.19Profit $80.44
Paid
Essential Lawn - 5 Visit
$40.00Paid
Shrub & Bed Care - 6 Visit
$25.92Paid
Delivered
Shrub & Bed Care - Dormant Oil
Chemical $0.00Labor $14.21Profit $37.550.47 hr
Horticultural Oil
$51.76
Essential Lawn - Pre-emergent & Feed
Chemical $0.34Labor $14.21Profit $42.890.47 hr
Prodiamine 65 WDG, Atrazine 4L, Nonionic Surfactant
$57.43
Money for this customer
Revenue$617.16
Costs$0.00
Left After Costs$617.16
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 10/1/26 | Invoice | INV-2026-3815 | Paid | $66.56 |
| 9/1/26 | Invoice | INV-2026-3483 | Paid | $108.12 |
| 7/1/26 | Invoice | INV-2026-2697 | Paid | $108.12 |
| 6/1/26 | Invoice | INV-2026-2220 | Paid | $51.56 |
| 5/1/26 | Invoice | INV-2026-1850 | Paid | $174.68 |
| 3/1/26 | Invoice | INV-2026-1079 | Paid | $108.12 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.