Customers · Accounts

Ridgeline HOA

RH

Ridgeline HOA

ActiveHOA
·Manager: Jules Park·Customer since Jun 18, 2023
Primary Contact
Marcus Allred
board@ridgelinehoa.org (828) 555-0177
Ridgeline Community Center, Hiawassee, NC
Lifetime Value
$89,200
Balance Due
$0
Open Projects
0
Last Activity
18d ago
Lifetime Revenue
$89,200
A/R Balance
$0
Active Projects
0
Health Score
75/100
Active Projects
Complete
Started Jun 18, 2023 · $49,060
Progress100%
Recent Activity
  1. Outbound call· Jules Park
    Jun 4, 2026 · 18d ago
    Discussed timing for next service visit.
  2. Sent quarterly update· Jules Park
    Jun 4, 2026 · 18d ago
    Quarterly account summary email delivered.
  3. Proposal AC-1004-P viewed by client· System
    Jun 4, 2026 · 18d ago
  4. Payment received· System
    Jun 4, 2026 · 18d ago
    $10,704 ACH posted to account.
  5. Note added· Jules Park
    Jun 4, 2026 · 18d ago
    Customer prefers communication via text after 5pm.
Account Snapshot
Account #
AC-1004
Type
HOA
Status
Active
Manager
Jules Park
City
Hiawassee, NC
Customer Since
Jun 18, 2023
Last Activity
Jun 4, 2026
Tags
Financial Summary
Lifetime Value$89,200
Active Contract $$49,060
Open Proposals$26,760
Outstanding Balance$0
Credits on File$0
Latest Documents
  • · Accepted
    $49,060
  • · Sent
    $26,760
  • · Signed
    $49,060
Upcoming
  • Jun4
    Design Review
    with Jules Park
  • Jun4
    Service Visit
    with Erin Doyle