Customers · Accounts

Tanaka Family

TF

Tanaka Family

VIPResidentialRepeatReferral Source
·Manager: Marta Vega·Customer since Jul 2, 2024
Primary Contact
Yuki Tanaka
yuki.tanaka@example.com (828) 555-0192
88 Mountain Crest, Hayesville, NC
Lifetime Value
$128,400
Balance Due
$0
Open Projects
2
Last Activity
5d ago
Lifetime Revenue
$128,400
A/R Balance
$0
Active Projects
2
Health Score
90/100
Active Projects
Tanaka — Spa AdditionPunch List
Started Apr 8, 2026 · $38,900
Progress92%
Tanaka — Outdoor KitchenScheduled
Started Jun 27, 2026 · $64,200
Progress8%
Recent Activity
  1. Outbound call· Marta Vega
    Jun 17, 2026 · 5d ago
    Discussed timing for next service visit.
  2. Sent quarterly update· Marta Vega
    Jun 17, 2026 · 5d ago
    Quarterly account summary email delivered.
  3. Proposal AC-1002-P viewed by client· System
    Jun 17, 2026 · 5d ago
  4. Payment received· System
    Jun 17, 2026 · 5d ago
    $15,408 ACH posted to account.
  5. Note added· Marta Vega
    Jun 17, 2026 · 5d ago
    Customer prefers communication via text after 5pm.
Account Snapshot
Account #
AC-1002
Type
Residential
Status
VIP
Manager
Marta Vega
City
Hayesville, NC
Customer Since
Jul 2, 2024
Last Activity
Jun 17, 2026
Tags
Repeat, Referral Source
Financial Summary
Lifetime Value
$128,400
Active Contract $
$0
Open Proposals
$0
Outstanding Balance
$0
Credits on File
$0
Latest Documents
    Upcoming