Signature Lawn - 7 Visit
$80.00Paid
11
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Greg Nelson
Lead source: Door Hanger · 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 9
ContactedSkipped
EstimateOct 2
SentOct 3
WonOct 5
ScheduledOct 26
DoneOct 23
PaidOct 1
ReviewSep 15
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$261.3475% margin
Customer For1.8 yearssince Jan 9, 2025
Pay SpeedNo data yetaverage days to pay
Callbacks1re-dos logged
ReviewClicked linkSep 15, 2026Worth HavingWorth havingMargin 75%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$1,310.04Paid
$441.54Delivered
$342.80Profit
$0.96Chemical
$97.77Labor
3.26Hours
$868.50Paid ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 77.6% margin. Time is the estimate for that size.
October 2026
Paid $109.17Delivered $55.21Profit $42.86
Delivered
Signature Lawn - Winter Pre-emergent
Chemical $0.13Labor $12.22Profit $42.860.41 hr
Prodiamine 65 WDG, Atrazine 4L
$55.21
September 2026
Paid $109.17Delivered $55.00Profit $42.74
Paid
Signature Lawn - 7 Visit
$80.00Paid
Signature Lawn - 7 Visit
$29.17Paid
Delivered
Signature Lawn - Fall Feed & Disease Guard
Chemical $0.03Labor $12.22Profit $42.740.41 hr
0-0-25 Potash Liquid, Azoxystrobin 2SC
$55.00
August 2026
Paid $109.17
Paid
Signature Lawn - 7 Visit
$80.00Paid
Signature Lawn - 7 Visit
$29.17Paid
Delivered
No work this month.
July 2026
Paid $109.17Delivered $55.21Profit $42.86
Paid
Signature Lawn - 7 Visit
$80.00Paid
Signature Lawn - 7 Visit
$29.17Paid
Delivered
Signature Lawn - Summer Feed
Chemical $0.13Labor $12.22Profit $42.860.41 hr
16-4-8 Liquid Fertilizer, Celsius WG
$55.21
June 2026
Paid $109.17Delivered $54.93Profit $42.71
Paid
Signature Lawn - 7 Visit
$80.00Paid
Signature Lawn - 7 Visit
$29.17Paid
Delivered
Signature Lawn - Insect Shield
Chemical $0.00Labor $12.22Profit $42.710.41 hr
Bifenthrin 7.9%, Iron Plus 6%
$54.93
May 2026
Paid $109.17
Paid
Signature Lawn - 7 Visit
$80.00Paid
Signature Lawn - 7 Visit
$29.17Paid
Delivered
No work this month.
April 2026
Paid $109.17Delivered $55.77Profit $43.17
Paid
Signature Lawn - 7 Visit
$80.00Paid
Signature Lawn - 7 Visit
$29.17Paid
Delivered
Signature Lawn - Green-Up & Sedge
Chemical $0.38Labor $12.22Profit $43.170.41 hr
24-0-11 Granular, Sedgehammer Plus
$55.77
March 2026
Paid $109.17Delivered $55.00Profit $42.74
Paid
Signature Lawn - 7 Visit
$80.00Paid
Signature Lawn - 7 Visit
$29.17Paid
Delivered
Signature Lawn - Weed Control & Feed
Chemical $0.03Labor $12.22Profit $42.740.41 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$55.00
February 2026
Paid $109.17
Paid
Signature Lawn - 7 Visit
$80.00Paid
Signature Lawn - 7 Visit
$29.17Paid
Delivered
No work this month.
January 2026
Paid $109.17Delivered $55.21Profit $42.86
Paid
Signature Lawn - 7 Visit
$80.00Paid
Signature Lawn - 7 Visit
$29.17Paid
Delivered
Signature Lawn - Pre-emergent Round 1
Chemical $0.13Labor $12.22Profit $42.860.41 hr
Prodiamine 65 WDG, Atrazine 4L, Spray Pattern Dye
$55.21
December 2025
Paid $109.17
Paid
Signature Lawn - 7 Visit
$80.00Paid
Signature Lawn - 7 Visit
$29.17Paid
Delivered
No work this month.
November 2025
Paid $109.17Delivered $55.21Profit $42.86
Paid
Signature Lawn - 7 Visit
$80.00Paid
Signature Lawn - 7 Visit
$29.17Paid
Delivered
Signature Lawn - Winter Pre-emergent
Chemical $0.13Labor $12.22Profit $42.860.41 hr
Prodiamine 65 WDG, Atrazine 4L
$55.21
Money for this customer
Revenue$350.00
Costs$0.00
Left After Costs$350.00
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 10/1/26 | Invoice | INV-2026-3805 | Paid | $50.00 |
| 8/1/26 | Invoice | INV-2026-3086 | Paid | $50.00 |
| 7/1/26 | Invoice | INV-2026-2693 | Paid | $50.00 |
| 5/1/26 | Invoice | INV-2026-1853 | Paid | $50.00 |
| 4/1/26 | Invoice | INV-2026-1436 | Paid | $50.00 |
| 2/1/26 | Invoice | INV-2026-0743 | Paid | $50.00 |
| 12/1/25 | Invoice | INV-2025-0420 | Paid | $50.00 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.