KR
Kowalski Residence
ActiveResidential·Manager: Marta Vega·Customer since Jun 22, 2025
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
In Progress
Started Jun 13, 2026 · $20,600
Progress80%
Complete
Started Jun 22, 2025 · $22,660
Progress100%
Recent Activity
- Outbound call· Marta VegaJun 13, 2026 · 9d agoDiscussed timing for next service visit.
- Sent quarterly update· Marta VegaJun 13, 2026 · 9d agoQuarterly account summary email delivered.
- Proposal AC-1007-P viewed by client· SystemJun 13, 2026 · 9d ago
- Payment received· SystemJun 13, 2026 · 9d ago$4,944 ACH posted to account.
- Note added· Marta VegaJun 13, 2026 · 9d agoCustomer 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 $$22,660
Open Proposals$12,360
Outstanding Balance$4,200
Credits on File$0
Latest Documents
- · Accepted$22,660
- · Sent$12,360
- · Signed$22,660
Upcoming
- Jun13Design Reviewwith Marta Vega
- Jun13Service Visitwith Erin Doyle