GR
Garcia Residence
On HoldResidential·Manager: Sam Okafor·Customer since Dec 9, 2025
Lifetime Value
$28,900
Balance Due
$9,400
Open Projects
1
Last Activity
22d ago
Lifetime Revenue
$28,900
A/R Balance
$9,400
Active Projects
1
Health Score
46/100
Attention Needed
- Account is on hold — review with manager before scheduling new work.
- Outstanding balance of $9,400 — follow up on collections.
Active Projects
Punch List
Started May 31, 2026 · $14,450
Progress20%
Complete
Started Dec 9, 2025 · $15,895
Progress100%
Recent Activity
- Outbound call· Sam OkaforMay 31, 2026 · 22d agoDiscussed timing for next service visit.
- Sent quarterly update· Sam OkaforMay 31, 2026 · 22d agoQuarterly account summary email delivered.
- Proposal AC-1008-P viewed by client· SystemMay 31, 2026 · 22d ago
- Payment received· SystemMay 31, 2026 · 22d ago$3,468 ACH posted to account.
- Note added· Sam OkaforMay 31, 2026 · 22d agoCustomer prefers communication via text after 5pm.
Account Snapshot
- Account #
- AC-1008
- Type
- Residential
- Status
- On Hold
- Manager
- Sam Okafor
- City
- Young Harris, NC
- Customer Since
- Dec 9, 2025
- Last Activity
- May 31, 2026
- Tags
- —
Financial Summary
Lifetime Value$28,900
Active Contract $$15,895
Open Proposals$8,670
Outstanding Balance$9,400
Credits on File$0
Latest Documents
- · Accepted$15,895
- · Sent$8,670
- · Signed$15,895
Upcoming
- May31Design Reviewwith Sam Okafor
- May31Service Visitwith Erin Doyle