WR
Whittaker Residence
ActiveResidentialRepeat·Manager: Riley Hobert·Customer since Oct 25, 2025
Lifetime Value
$54,300
Balance Due
$12,500
Open Projects
1
Last Activity
2d ago
Lifetime Revenue
$54,300
A/R Balance
$12,500
Active Projects
1
Health Score
75/100
Attention Needed
- Outstanding balance of $12,500 — follow up on collections.
Active Projects
In Progress
Started Jun 20, 2026 · $27,150
Progress20%
Complete
Started Oct 25, 2025 · $29,865
Progress100%
Recent Activity
- Outbound call· Riley HobertJun 20, 2026 · 2d agoDiscussed timing for next service visit.
- Sent quarterly update· Riley HobertJun 20, 2026 · 2d agoQuarterly account summary email delivered.
- Proposal AC-1001-P viewed by client· SystemJun 20, 2026 · 2d ago
- Payment received· SystemJun 20, 2026 · 2d ago$6,516 ACH posted to account.
- Note added· Riley HobertJun 20, 2026 · 2d agoCustomer prefers communication via text after 5pm.
Account Snapshot
- Account #
- AC-1001
- Type
- Residential
- Status
- Active
- Manager
- Riley Hobert
- City
- Murphy, NC
- Customer Since
- Oct 25, 2025
- Last Activity
- Jun 20, 2026
- Tags
- Repeat
Financial Summary
Lifetime Value$54,300
Active Contract $$29,865
Open Proposals$16,290
Outstanding Balance$12,500
Credits on File$0
Latest Documents
- · Accepted$29,865
- · Sent$16,290
- · Signed$29,865
Upcoming
- Jun20Design Reviewwith Riley Hobert
- Jun20Service Visitwith Erin Doyle