Signature Lawn - 7 Visit
$55.00Paid
3
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Greg Allen
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.
Shady Lawn
LeadJul 8
ContactedSkipped
Site SurveySkipped
EstimateSkipped
SentSkipped
WonSkipped
ScheduledOct 27
DoneSep 26
PaidAug 1
ReviewSep 13
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$642.9473% margin
Customer For1.3 yearssince Jul 8, 2025
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewAskedSep 13, 2026Worth HavingWorth havingMargin 73%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$1,556.51Paid
$1,182.01Delivered
$913.49Profit
$3.04Chemical
$265.48Labor
8.85Hours
$374.50Paid ahead
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 77.3% margin. Time is the estimate for that size.
October 2026
Paid $139.56
Paid
Signature Lawn - 7 Visit
$55.00Paid
Mosquito Shield - Monthly
$29.56Paid
Delivered
No work this month.
September 2026
Paid $139.56Delivered $218.87Profit $169.37
Paid
Signature Lawn - 7 Visit
$55.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Mosquito Shield - Monthly
$29.56Paid
Delivered
Mosquito Shield - Mosquito Visit 6
Chemical $0.00Labor $11.46Profit $39.220.38 hr
Mosquito Barrier
$50.68
Signature Lawn - Fall Feed & Disease Guard
Chemical $0.05Labor $13.06Profit $44.550.44 hr
0-0-25 Potash Liquid, Azoxystrobin 2SC
$57.67
Signature Lawn - Fall Feed & Disease Guard
Chemical $0.06Labor $13.41Profit $46.370.45 hr
0-0-25 Potash Liquid, Azoxystrobin 2SC
$59.84
Mosquito Shield - Mosquito Visit 7
Chemical $0.00Labor $11.46Profit $39.220.38 hr
Mosquito Barrier
$50.68
August 2026
Paid $139.56
Paid
Signature Lawn - 7 Visit
$55.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Mosquito Shield - Monthly
$29.56Paid
Delivered
No work this month.
July 2026
Paid $139.56Delivered $219.61Profit $169.76
Paid
Signature Lawn - 7 Visit
$55.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Mosquito Shield - Monthly
$29.56Paid
Delivered
Mosquito Shield - Mosquito Visit 4
Chemical $0.00Labor $11.46Profit $39.220.38 hr
Mosquito Barrier
$50.68
Signature Lawn - Summer Feed
Chemical $0.22Labor $13.06Profit $44.710.44 hr
16-4-8 Liquid Fertilizer, Celsius WG
$57.99
Signature Lawn - Summer Feed
Chemical $0.25Labor $13.41Profit $46.600.45 hr
16-4-8 Liquid Fertilizer, Celsius WG
$60.26
Mosquito Shield - Mosquito Visit 5
Chemical $0.00Labor $11.46Profit $39.220.38 hr
Mosquito Barrier
$50.68
June 2026
Paid $139.56Delivered $167.94Profit $130.02
Paid
Signature Lawn - 7 Visit
$55.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Mosquito Shield - Monthly
$29.56Paid
Delivered
Mosquito Shield - Mosquito Visit 3
Chemical $0.00Labor $11.46Profit $39.220.38 hr
Mosquito Barrier
$50.68
Signature Lawn - Insect Shield
Chemical $0.00Labor $13.06Profit $44.500.44 hr
Bifenthrin 7.9%, Iron Plus 6%
$57.56
Signature Lawn - Insect Shield
Chemical $0.00Labor $13.41Profit $46.300.45 hr
Bifenthrin 7.9%, Iron Plus 6%
$59.70
May 2026
Paid $139.56Delivered $58.86Profit $45.15
Paid
Signature Lawn - 7 Visit
$55.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Mosquito Shield - Monthly
$29.56Paid
Delivered
Signature Lawn - Green-Up & Sedge
Chemical $0.65Labor $13.06Profit $45.150.44 hr
24-0-11 Granular, Sedgehammer Plus
$58.86
April 2026
Paid $139.56Delivered $112.05Profit $86.43
Paid
Signature Lawn - 7 Visit
$55.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Mosquito Shield - Monthly
$29.56Paid
Delivered
Mosquito Shield - Mosquito Visit 2
Chemical $0.00Labor $11.46Profit $39.220.38 hr
Mosquito Barrier
$50.68
Signature Lawn - Green-Up & Sedge
Chemical $0.76Labor $13.41Profit $47.200.45 hr
24-0-11 Granular, Sedgehammer Plus
$61.37
March 2026
Paid $139.56Delivered $168.19Profit $130.15
Paid
Signature Lawn - 7 Visit
$55.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Mosquito Shield - Monthly
$29.56Paid
Delivered
Signature Lawn - Weed Control & Feed
Chemical $0.06Labor $13.41Profit $46.370.45 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$59.84
Signature Lawn - Weed Control & Feed
Chemical $0.05Labor $13.06Profit $44.550.44 hr
SpeedZone Southern EW, 16-4-8 Liquid Fertilizer
$57.67
Mosquito Shield - Mosquito Visit 1
Chemical $0.00Labor $11.46Profit $39.220.38 hr
Mosquito Barrier
$50.68
February 2026
Paid $110.00
Paid
Signature Lawn - 7 Visit
$55.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
No work this month.
January 2026
Paid $110.00Delivered $118.25Profit $91.31
Paid
Signature Lawn - 7 Visit
$55.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Pre-emergent Round 1
Chemical $0.25Labor $13.41Profit $46.600.45 hr
Prodiamine 65 WDG, Atrazine 4L, Spray Pattern Dye
$60.26
Signature Lawn - Pre-emergent Round 1
Chemical $0.22Labor $13.06Profit $44.710.44 hr
Prodiamine 65 WDG, Atrazine 4L, Spray Pattern Dye
$57.99
December 2025
Paid $110.00
Paid
Signature Lawn - 7 Visit
$55.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
No work this month.
November 2025
Paid $110.00Delivered $118.25Profit $91.31
Paid
Signature Lawn - 7 Visit
$55.00Paid
Signature Lawn - 7 Visit
$55.00Paid
Delivered
Signature Lawn - Winter Pre-emergent
Chemical $0.22Labor $13.06Profit $44.710.44 hr
Prodiamine 65 WDG, Atrazine 4L
$57.99
Signature Lawn - Winter Pre-emergent
Chemical $0.25Labor $13.41Profit $46.600.45 hr
Prodiamine 65 WDG, Atrazine 4L
$60.26
Money for this customer
Invoices, payments and estimates linked to this customer or property.MoreLess
- What It Does
- Totals and links for every money item tied to this one.
- What It Changes
- Nothing. Tap one to open it.
- How to Use
- Read the totals.
- Tap an item to open it.
Revenue$886.48
Costs$0.00
Left After Costs$886.48
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 8/1/26 | Invoice | INV-2026-3086 | Paid | $206.50 |
| 7/1/26 | Invoice | INV-2026-2697 | Paid | $156.14 |
| 6/1/26 | Invoice | INV-2026-2218 | Paid | $51.36 |
| 5/1/26 | Invoice | INV-2026-1858 | Paid | $104.78 |
| 4/1/26 | Invoice | INV-2026-1439 | Paid | $156.14 |
| 2/1/26 | Invoice | INV-2026-0747 | Paid | $105.78 |
| 12/1/25 | Invoice | INV-2025-0398 | Paid | $105.78 |
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.