Customers · Accounts

Whittaker Residence

WR

Whittaker Residence

ActiveResidentialRepeat
·Manager: Riley Hobert·Customer since Oct 25, 2025
Primary Contact
Devon Whittaker
devon.w@example.com (828) 555-0148
412 Lakeview Dr, Murphy, NC
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
Whittaker — Lagoon Pool BuildIn Progress
Started May 15, 2026 · $92,400
Progress55%
Recent Activity
  1. Outbound call· Riley Hobert
    Jun 20, 2026 · 2d ago
    Discussed timing for next service visit.
  2. Sent quarterly update· Riley Hobert
    Jun 20, 2026 · 2d ago
    Quarterly account summary email delivered.
  3. Proposal AC-1001-P viewed by client· System
    Jun 20, 2026 · 2d ago
  4. Payment received· System
    Jun 20, 2026 · 2d ago
    $6,516 ACH posted to account.
  5. Note added· Riley Hobert
    Jun 20, 2026 · 2d ago
    Customer 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 $
$0
Open Proposals
$0
Outstanding Balance
$12,500
Credits on File
$0
Latest Documents
    Upcoming