TF
Tanaka Family
VIPResidentialRepeatReferral Source·Manager: Marta Vega·Customer since Jul 2, 2024
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
Punch List
Started Jun 17, 2026 · $42,800
Progress30%
Pre-Construction
Started Jun 17, 2026 · $42,800
Progress40%
Complete
Started Jul 2, 2024 · $70,620
Progress100%
Recent Activity
- Outbound call· Marta VegaJun 17, 2026 · 5d agoDiscussed timing for next service visit.
- Sent quarterly update· Marta VegaJun 17, 2026 · 5d agoQuarterly account summary email delivered.
- Proposal AC-1002-P viewed by client· SystemJun 17, 2026 · 5d ago
- Payment received· SystemJun 17, 2026 · 5d ago$15,408 ACH posted to account.
- Note added· Marta VegaJun 17, 2026 · 5d agoCustomer 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 $$70,620
Open Proposals$38,520
Outstanding Balance$0
Credits on File$0
Latest Documents
- · Accepted$70,620
- · Sent$38,520
- · Signed$70,620
- · Pending Signature$38,520
Upcoming
- Jun17Design Reviewwith Marta Vega
- Jun17Service Visitwith Erin Doyle