PR
Patel Residence
ProspectResidential·Manager: Riley Hobert·Customer since May 11, 2026
Lifetime Value
$0
Balance Due
$0
Open Projects
0
Last Activity
6d ago
Lifetime Revenue
$0
A/R Balance
$0
Active Projects
0
Health Score
70/100
Active Projects
No active projects. Use 'New Project' to start one.
Recent Activity
- Outbound call· Riley HobertJun 16, 2026 · 6d agoDiscussed timing for next service visit.
- Sent quarterly update· Riley HobertJun 16, 2026 · 6d agoQuarterly account summary email delivered.
- Proposal AC-1005-P viewed by client· SystemJun 16, 2026 · 6d ago
- Payment received· SystemJun 16, 2026 · 6d ago$0 ACH posted to account.
- Note added· Riley HobertJun 16, 2026 · 6d agoCustomer prefers communication via text after 5pm.
Account Snapshot
- Account #
- AC-1005
- Type
- Residential
- Status
- Prospect
- Manager
- Riley Hobert
- City
- Andrews, NC
- Customer Since
- May 11, 2026
- Last Activity
- Jun 16, 2026
- Tags
- —
Financial Summary
Lifetime Value$0
Active Contract $$0
Open Proposals$0
Outstanding Balance$0
Credits on File$0
Latest Documents
- · Draft$0
Upcoming
- Jun16Design Reviewwith Riley Hobert
- Jun16Service Visitwith Erin Doyle