Customers · Accounts

Kowalski Residence

KR

Kowalski Residence

ActiveResidential
·Manager: Marta Vega·Customer since Jun 22, 2025
Primary Contact
Anna Kowalski
anna.k@example.com (828) 555-0119
615 Pine Bluff Rd, Murphy, NC
Lifetime Value
$41,200
Balance Due
$4,200
Open Projects
1
Last Activity
9d ago
Lifetime Revenue
$41,200
A/R Balance
$4,200
Active Projects
1
Health Score
78/100
Attention Needed
  • Outstanding balance of $4,200 — follow up on collections.
Active Projects
Kowalski — Pool ReplasterIn Progress
Started May 31, 2026 · $41,200
Progress75%
Recent Activity
  1. Outbound call· Marta Vega
    Jun 13, 2026 · 9d ago
    Discussed timing for next service visit.
  2. Sent quarterly update· Marta Vega
    Jun 13, 2026 · 9d ago
    Quarterly account summary email delivered.
  3. Proposal AC-1007-P viewed by client· System
    Jun 13, 2026 · 9d ago
  4. Payment received· System
    Jun 13, 2026 · 9d ago
    $4,944 ACH posted to account.
  5. Note added· Marta Vega
    Jun 13, 2026 · 9d ago
    Customer prefers communication via text after 5pm.
Account Snapshot
Account #
AC-1007
Type
Residential
Status
Active
Manager
Marta Vega
City
Murphy, NC
Customer Since
Jun 22, 2025
Last Activity
Jun 13, 2026
Tags
—
Financial Summary
Lifetime Value
$41,200
Active Contract $
$0
Open Proposals
$0
Outstanding Balance
$4,200
Credits on File
$0
Latest Documents
    Upcoming