Large Patch Guard - 3 Visit
$216.84Due
4
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Linda Powell
Lead source: Referral · Tax exempt (DEMO-EX-1092)
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.
Call Ahead
LeadJan 5
ContactedSkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledOct 26
DoneOct 8
PaidOct 1
ReviewAug 4
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$956.1377% margin
Customer For292 dayssince Jan 5, 2026
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewClicked linkAug 4, 2026Worth HavingWorth havingMargin 77%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$2,364.00Paid
$1,551.57Delivered
$1,231.65Profit
$3.88Chemical
$316.04Labor
10.53Hours
$812.43Paid ahead
$216.84Due 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, 79.4% margin. Time is the estimate for that size.
November 2026
Paid
Delivered
No work this month.
October 2026
Paid $233.00Delivered $216.72Profit $175.00
Paid
Signature Lawn - 7 Visit
$55.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Soil Builder - 4 Visit
$108.00Paid
Delivered
Large Patch Guard - Large Patch 1
Chemical $0.00Labor $12.99Profit $59.290.43 hr
Azoxystrobin 2SC
$72.28
Soil Builder - Fall Potash
Chemical $0.00Labor $14.32Profit $60.290.48 hr
0-0-25 Potash Liquid, Humic 12
$74.62
Premier Lawn - Fall Disease Guard
Chemical $0.09Labor $14.32Profit $55.420.48 hr
Azoxystrobin 2SC, 0-0-25 Potash Liquid
$69.82
September 2026
Paid $233.00Delivered $57.38Profit $44.35
Paid
Signature Lawn - 7 Visit
$55.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Soil Builder - 4 Visit
$108.00Paid
Delivered
Signature Lawn - Fall Feed & Disease Guard
Chemical $0.05Labor $12.99Profit $44.350.43 hr
0-0-25 Potash Liquid, Azoxystrobin 2SC
$57.38
August 2026
Paid $233.00Delivered $144.65Profit $115.83
Paid
Signature Lawn - 7 Visit
$55.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Soil Builder - 4 Visit
$108.00Paid
Delivered
Soil Builder - Summer Soil Boost
Chemical $0.09Labor $14.32Profit $60.420.48 hr
Liquid Aeration, Soil Wetting Agent
$74.82
Premier Lawn - Late Summer Feed
Chemical $0.09Labor $14.32Profit $55.420.48 hr
16-4-8 Liquid Fertilizer, Soil Wetting Agent
$69.82
July 2026
Paid $233.00Delivered $127.31Profit $99.80
Paid
Signature Lawn - 7 Visit
$55.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Soil Builder - 4 Visit
$108.00Paid
Delivered
Premier Lawn - Insect & Iron
Chemical $0.00Labor $14.32Profit $55.290.48 hr
Bifenthrin 7.9%, Iron Plus 6%
$69.62
Signature Lawn - Summer Feed
Chemical $0.21Labor $12.99Profit $44.500.43 hr
16-4-8 Liquid Fertilizer, Celsius WG
$57.70
June 2026
Paid $233.00Delivered $127.10Profit $99.71
Paid
Signature Lawn - 7 Visit
$55.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Soil Builder - 4 Visit
$108.00Paid
Delivered
Signature Lawn - Insect Shield
Chemical $0.00Labor $12.99Profit $44.290.43 hr
Bifenthrin 7.9%, Iron Plus 6%
$57.28
Premier Lawn - Summer Feed & Sedge
Chemical $0.09Labor $14.32Profit $55.420.48 hr
16-4-8 Liquid Fertilizer, Dismiss South
$69.82
May 2026
Paid $233.00Delivered $203.18Profit $160.75
Paid
Signature Lawn - 7 Visit
$55.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Soil Builder - 4 Visit
$108.00Paid
Delivered
Signature Lawn - Green-Up & Sedge
Chemical $0.62Labor $12.99Profit $44.920.43 hr
24-0-11 Granular, Sedgehammer Plus
$58.53
Premier Lawn - Grub Prevention
Chemical $0.09Labor $14.32Profit $55.420.48 hr
Acelepryn, Humic 12
$69.82
Soil Builder - Wetting Agent
Chemical $0.09Labor $14.32Profit $60.420.48 hr
Soil Wetting Agent, Humic 12
$74.82
April 2026
Paid $233.00Delivered $71.70Profit $56.51
Paid
Signature Lawn - 7 Visit
$55.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Soil Builder - 4 Visit
$108.00Paid
Delivered
Premier Lawn - Spring Green-Up
Chemical $0.87Labor $14.32Profit $56.510.48 hr
24-0-11 Granular, Iron Plus 6%
$71.70
March 2026
Paid $233.00Delivered $132.21Profit $104.76
Paid
Signature Lawn - 7 Visit
$55.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Soil Builder - 4 Visit
$108.00Paid
Delivered
Soil Builder - Liquid Aeration
Chemical $0.09Labor $14.32Profit $60.420.48 hr
Liquid Aeration, Humic 12
$74.82
Signature Lawn - Weed Control & Feed
Chemical $0.05Labor $12.99Profit $44.350.43 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$57.38
February 2026
Paid $125.00Delivered $199.80Profit $159.21
Paid
Signature Lawn - 7 Visit
$55.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Signature Lawn - Pre-emergent Round 1
Chemical $0.21Labor $12.99Profit $44.500.43 hr
Prodiamine 65 WDG, Atrazine 4L, Spray Pattern Dye
$57.70
Premier Lawn - Broadleaf & Feed
Chemical $0.09Labor $14.32Profit $55.420.48 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$69.82
Large Patch Guard - Large Patch 3
Chemical $0.00Labor $12.99Profit $59.290.43 hr
Azoxystrobin 2SC
$72.28
January 2026
Paid $125.00Delivered $70.45Profit $55.78
Paid
Signature Lawn - 7 Visit
$55.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Premier Lawn - Pre-emergent Round 1
Chemical $0.35Labor $14.32Profit $55.780.48 hr
Prodiamine 65 WDG, Atrazine 4L
$70.45
December 2025
Paid $125.00
Paid
Signature Lawn - 7 Visit
$55.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
No work this month.
November 2025
Paid $125.00Delivered $128.77Profit $100.65
Paid
Signature Lawn - 7 Visit
$55.00Paid
Premier Lawn - 9 Visit
$70.00Paid
Delivered
Signature Lawn - Winter Pre-emergent
Chemical $0.21Labor $12.99Profit $44.500.43 hr
Prodiamine 65 WDG, Atrazine 4L
$57.70
Premier Lawn - Winter Pre-emergent
Chemical $0.61Labor $14.32Profit $56.150.48 hr
Prodiamine 65 WDG, Celsius WG
$71.08
October 2025
Delivered $72.28Profit $59.29
Paid
No invoice this month.
Delivered
Large Patch Guard - Large Patch 2
Chemical $0.00Labor $12.99Profit $59.290.43 hr
Propiconazole 14.3
$72.28
Money for this customer
Revenue$1,244.50
Costs$0.00
Left After Costs$1,244.50
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 10/1/26 | Invoice | INV-2026-3819 | Paid | $50.68 |
| 9/1/26 | Invoice | INV-2026-3488 | Paid | $140.16 |
| 8/1/26 | Invoice | INV-2026-3095 | Paid | $118.26 |
| 7/1/26 | Invoice | INV-2026-2703 | Paid | $118.26 |
| 6/1/26 | Invoice | INV-2026-2225 | Paid | $190.84 |
| 5/1/26 | Invoice | INV-2026-1856 | Paid | $67.58 |
| 4/1/26 | Invoice | INV-2026-1436 | Paid | $123.26 |
| 3/1/26 | Invoice | INV-2026-1082 | Paid | $183.94 |
| 2/1/26 | Invoice | INV-2026-0759 | Paid | $67.58 |
| 12/1/25 | Invoice | INV-2025-0418 | Paid | $118.26 |
| 11/1/25 | Invoice | INV-2025-0076 | Paid | $65.68 |
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.