Route Star - office platform Screen 6 of 13 · customer record {{ icoSparkles13 }} Concept preview All screens

One record, whole history

The customer record

Everything about one customer in one place - the measured lawn, the programme, the condition codes coming in from the field, every message, and the money: Direct Debit, AutoPay, instalments and the monthly bookkeeping pack.

Customers {{ icoChevron14 }}

Mrs Sandra Okafor

{{ icoSearch16 }} Search…

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Mrs Sandra Okafor

{{ icoPin14 }} 8 Lypiatt Road, Cheltenham GL50 2QJ {{ icoPhone14 }} 07700 900 118 {{ icoMail14 }} s.okafor@example.co.uk

Premium programme Cheltenham south route · Mondays Customer since March 2021 Mornings only £96.00 outstanding

Lifetime value

£4,860

5 years, 27 visits

Monthly payment

£64.00

Direct Debit · incl. VAT at 20%

Next visit

Mon 4 Aug

09:00–11:00 · Crew C, Mo

Lawn Health Check

Moss medium, compaction low

Recorded 2 July by Mo · improving since spring

The property

Re-measure suggested

Rear lawn

450 m²

Front lawn

190 m²

Total grass

640 m²

{{ icoInfo16 }} Measured from the sky in March 2021, last checked 2 July - the grass is 38 m² larger than the original quote after the patio came out.

Access - side gate code 2410, park on the drive. Dog (Bramble) usually in the garden; Sandra puts him in before 09:00.

Condition codes from the field

Recorded by the crew, not typed up later

02 Jul

MOS-1 moss, low CMP-2 compaction, moderate THA-2 thatch build-up

“Ground firm across the rear lawn where the trampoline sat all summer. Thatch coming through on the shaded side.” - Mo

14 Apr

WEE-2 broadleaf weeds MOS-1 moss, low

“Clover through the middle of the rear lawn - treated on the day.” - Mo

What the codes triggered in the customer portal

{{ icoCircleCheck16 }} Hollow-tine aeration - recommended from CMP-2 Accepted 12 Jul

{{ icoClock16 }} Autumn scarification - recommended from THA-2 Waiting for customer response

Contacts on this account

Mrs Sandra Okafor Primary contact Portal access

07700 900 118 · s.okafor@example.co.uk · account holder, pays the Direct Debit

Invoices Quotes Visit texts

Mr David Okafor Secondary contact

07700 900 214 · usually home on a Monday, handles the dog and the side gate

Visit texts No invoices

Julia Reeve - Reeve Garden Care Contractor contact

07700 900 336 · cuts the lawn fortnightly, treatments are timed around those visits

Visit dates only No figures

Customer communication preferences

Applied to every automated message

Day-to-day

{{ icoPhone14 }} Text message

Invoices & receipts

{{ icoMail14 }} Email

Planned

Payment method

UK bank collection · GBP · VAT at 20%

Direct Debit {{ ddBadge }}

AutoPay card On file

Visa ending 4417, expires 09/28 · used for one-off extras and as the fallback if a collection fails

Instalment plan - autumn renovation

£1,450.00 over 3 months · 1 of 3 collected · next 1 August

On track

£483.34 of £1,450.00

Invoices

Net, VAT and gross shown on every line

InvoiceForNetVAT 20%GrossStatus

INV-2026-0431 July programme payment £53.33 £10.67 £64.00 {{ invBadge }}

INV-2026-0424 Renovation instalment 1 of 3 £402.78 £80.56 £483.34 Paid 1 Jul

INV-2026-0417 June programme payment · view invoice £53.33 £10.67 £64.00 Paid 1 Jun

INV-2026-0402 May programme payment £53.33 £10.67 £64.00 Paid 1 May

Monthly bookkeeping pack

July 2026

One file for your bookkeeper: every invoice raised, every payment collected, the VAT summary and the returned-payment list - for this customer or the whole business.

Invoices raised

Collected

£483.34

VAT to account for

£80.56

{{ icoInfo16 }} A direct QuickBooks or Xero connection is on the roadmap. Today the pack is a file you hand over - nothing syncs automatically, and no bank feed is involved.

Quotes

{{ icoHistory16 }} Follow-up, handled for you In build

Everything said to this customer

Text & email in one thread WhatsApp - planned

Greenline Lawns: your summer feed is done and your Lawn Health Check is updated. Keep off the grass until it’s dry, about two hours.

{{ icoPhone12 }} Text · sent 2 Jul, 09:56

Thanks Mo - the lawn looks great. Bramble was thrilled.

{{ icoPhone12 }} Sandra · 2 Jul, 18:22

Greenline Lawns: your Direct Debit for July was returned by the bank. Nothing to worry about - tap the link to set it up again, or reply and we’ll sort it another way.

{{ icoPhone12 }} Text · sent 5 Jul, 09:02

Sorry - we changed banks in June. Can I set it up again on the new account?

{{ icoPhone12 }} Sandra · 5 Jul, 12:40

Re: setting up your Direct Debit again

Hello Sandra - no problem at all. Here’s a secure link to authorise the mandate on your new account; it takes about a minute. Your visit on 4 August goes ahead either way.

{{ icoMail12 }} Email · sent 5 Jul, 12:44 · opened

{{ icoCircleCheck14 }} Customer accepted the aeration recommendation in the portal · 12 Jul, 20:41

Templates

{{ msgBody }}

Visit history

27 visits since March 2021 · pick one to see what happened

On the day

Photos from the field

Taken on the technician app, published to the customer portal automatically

Rear lawn · 2 Jul
compaction, trampoline patch

Shaded side · 2 Jul
thatch build-up

Front lawn · 14 Apr
after weed control

AI summary - written from the record, not typed by anyone

In build

Five years on the route and never cancelled. Two returned payments this year, both straight after a change of bank - the mandate needs re-authorising, not chasing. Recommendations are accepted quickly: two of the last three were accepted in the customer portal within a week.

Read from the visit history, payments and portal activity, and updated as the record changes

Everything that happened

Aeration accepted in the customer portal

12 Jul · 20:41

Text sent about the returned payment

05 Jul · 09:02 · replied same day

Direct Debit returned by the bank

02 Jul · 06:15 · account changed

Visit complete - 3 condition codes, 2 photos

02 Jul · 09:54

Renovation quote viewed twice

20 Jun · 21:14

Documents

{{ icoFile14 }} Signed programme agreement 2021

{{ icoFile14 }} Direct Debit mandate 2021

{{ icoFile14 }} Renovation quote Q-4468 Jun

Customer portal preview

Read-only · nothing you do here changes the customer account

Next visit

Monday 4 August, 09:00–11:00

Summer feed & weed, plus the aeration you accepted. Mo will text when he’s on his way.

Lawn Health Check

Improving since spring

Moss - medium Compaction - low

Your plan

£64.00/month

Direct Debit needs re-authorising

Recommended for your lawn

From THA-2

Autumn scarification - Mo found thatch building up on the shaded side. Best done September to October.

Add to my plan Waiting for customer response since 12 July

Invoice INV-2026-0417 Specimen document

Greenline Lawns Ltd

Unit 4, Kayte Business Park
Bishop's Cleeve, Cheltenham GL52 8RJ
hello@greenlinelawns.co.uk · 01242 000 000

VAT registration GB 000 0000 00 (specimen)
Company number 00000000 (specimen)

VAT invoice

INV-2026-0417

Invoice date 1 June 2026
Tax point 1 June 2026
Due on receipt

Paid 1 Jun 2026

Invoice to

Mrs Sandra Okafor

8 Lypiatt Road, Cheltenham GL50 2QJ

DescriptionVATNetVAT due

Premium programme, June treatment
Summer feed and selective weed control, both lawns, 640 m². Visit completed 2 June 2026. 20% £53.33 £10.67

Net total£53.33

VAT at 20%£10.67

Total due£64.00

Paid by Direct Debit-£64.00

Payment terms: due on receipt, collected by Direct Debit on the first working day of the month following the visit. Late payment may attract statutory interest under the Late Payment of Commercial Debts (Interest) Act 1998 where applicable.
This is a specimen document generated for a concept preview. The company, address, VAT number and figures are fictional.

Concept preview for discussion. This customer, the address, contact details, figures and history are entirely fictional. Money shown is example business data, not Route Star pricing. No accounting software is connected and no bank is named - a QuickBooks or Xero link is roadmap only. AI capability is in build, not a launch feature list.