Signature Lawn - 7 Visit
$55.00Paid
4
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Matthew Howard
Lead source: Referral · 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.
Gate Code
LeadJan 1
ContactedSkipped
Site SurveySkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledOct 26
DoneSep 12
PaidSep 1
ReviewSep 1
Review · Step 10 of 10 · 5 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$393.8366% margin
Customer For297 dayssince Jan 1, 2026
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewAskedSep 1, 2026Worth HavingWorth havingMargin 66%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$912.88Paid
$680.35Delivered
$511.81Profit
$2.18Chemical
$166.36Labor
5.55Hours
$232.53Paid ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 75.2% margin. Time is the estimate for that size.
October 2026
Paid $80.29
Delivered
No work this month.
September 2026
Paid $80.29Delivered $60.65Profit $46.71
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$25.29Paid
Delivered
Signature Lawn - Fall Feed & Disease Guard
Chemical $0.08Labor $13.86Profit $46.710.46 hr
0-0-25 Potash Liquid, Azoxystrobin 2SC
$60.65
August 2026
Paid $80.29Delivered $50.50Profit $36.64
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$25.29Paid
Delivered
Shrub & Bed Care - Late Summer Feed
Chemical $0.00Labor $13.86Profit $36.640.46 hr
16-4-8 Liquid Fertilizer
$50.50
July 2026
Paid $80.29Delivered $111.60Profit $83.57
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$25.29Paid
Delivered
Shrub & Bed Care - Summer Insect
Chemical $0.00Labor $13.86Profit $36.640.46 hr
Bifenthrin 7.9%
$50.50
Signature Lawn - Summer Feed
Chemical $0.30Labor $13.86Profit $46.940.46 hr
16-4-8 Liquid Fertilizer, Celsius WG
$61.10
June 2026
Paid $80.29Delivered $60.50Profit $46.64
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$25.29Paid
Delivered
Signature Lawn - Insect Shield
Chemical $0.00Labor $13.86Profit $46.640.46 hr
Bifenthrin 7.9%, Iron Plus 6%
$60.50
May 2026
Paid $80.29Delivered $50.50Profit $36.64
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$25.29Paid
Delivered
Shrub & Bed Care - Disease Guard
Chemical $0.00Labor $13.86Profit $36.640.46 hr
Daconil Weatherstik
$50.50
April 2026
Paid $80.29Delivered $113.25Profit $84.40
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$25.29Paid
Delivered
Shrub & Bed Care - Spring Feed & Insect
Chemical $0.22Labor $13.86Profit $36.860.46 hr
Merit 75 WSP, 16-4-8 Liquid Fertilizer
$50.95
Signature Lawn - Green-Up & Sedge
Chemical $0.90Labor $13.86Profit $47.540.46 hr
24-0-11 Granular, Sedgehammer Plus
$62.30
March 2026
Paid $80.29Delivered $60.65Profit $46.71
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$25.29Paid
Delivered
Signature Lawn - Weed Control & Feed
Chemical $0.08Labor $13.86Profit $46.710.46 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$60.65
February 2026
Paid $80.29
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$25.29Paid
Delivered
No work this month.
January 2026
Paid $80.29Delivered $111.60Profit $83.57
Paid
Signature Lawn - 7 Visit
$55.00Paid
Shrub & Bed Care - 6 Visit
$25.29Paid
Delivered
Signature Lawn - Pre-emergent Round 1
Chemical $0.30Labor $13.86Profit $46.940.46 hr
Prodiamine 65 WDG, Atrazine 4L, Spray Pattern Dye
$61.10
Shrub & Bed Care - Dormant Oil
Chemical $0.00Labor $13.86Profit $36.640.46 hr
Horticultural Oil
$50.50
December 2025
Paid $55.00
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
No work this month.
November 2025
Paid $55.00Delivered $61.10Profit $46.94
Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Winter Pre-emergent
Chemical $0.30Labor $13.86Profit $46.940.46 hr
Prodiamine 65 WDG, Atrazine 4L
$61.10
Money for this customer
Revenue$593.50
Costs$0.00
Left After Costs$593.50
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 9/1/26 | Invoice | INV-2026-3491 | Paid | $48.50 |
| 8/1/26 | Invoice | INV-2026-3096 | Paid | $107.00 |
| 7/1/26 | Invoice | INV-2026-2706 | Paid | $58.50 |
| 6/1/26 | Invoice | INV-2026-2226 | Paid | $48.50 |
| 5/1/26 | Invoice | INV-2026-1859 | Paid | $107.00 |
| 4/1/26 | Invoice | INV-2026-1437 | Paid | $58.50 |
| 2/1/26 | Invoice | INV-2026-0760 | Paid | $107.00 |
| 12/1/25 | Invoice | INV-2025-0419 | Paid | $58.50 |
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.