BR
Blue Ridge Property Group
ActiveProperty MgmtRepeat·Manager: Devon Klein·Customer since Oct 16, 2023
Lifetime Value
$312,500
Balance Due
$21,800
Open Projects
3
Last Activity
0d ago
Lifetime Revenue
$312,500
A/R Balance
$21,800
Active Projects
3
Health Score
71/100
Attention Needed
- Outstanding balance of $21,800 — follow up on collections.
Active Projects
Pre-Construction
Started Jun 22, 2026 · $78,125
Progress70%
In Progress
Started Jun 22, 2026 · $78,125
Progress80%
Punch List
Started Jun 22, 2026 · $78,125
Progress20%
Complete
Started Oct 16, 2023 · $171,875
Progress100%
Recent Activity
- Outbound call· Devon KleinJun 22, 2026 · 0d agoDiscussed timing for next service visit.
- Sent quarterly update· Devon KleinJun 22, 2026 · 0d agoQuarterly account summary email delivered.
- Proposal AC-1006-P viewed by client· SystemJun 22, 2026 · 0d ago
- Payment received· SystemJun 22, 2026 · 0d ago$37,500 ACH posted to account.
- Note added· Devon KleinJun 22, 2026 · 0d agoCustomer prefers communication via text after 5pm.
Account Snapshot
- Account #
- AC-1006
- Type
- Property Mgmt
- Status
- Active
- Manager
- Devon Klein
- City
- Blairsville, NC
- Customer Since
- Oct 16, 2023
- Last Activity
- Jun 22, 2026
- Tags
- Repeat
Financial Summary
Lifetime Value$312,500
Active Contract $$171,875
Open Proposals$93,750
Outstanding Balance$21,800
Credits on File$0
Latest Documents
- · Accepted$171,875
- · Sent$93,750
- · Signed$171,875
- · Pending Signature$93,750
Upcoming
- Jun22Design Reviewwith Devon Klein
- Jun22Service Visitwith Erin Doyle