Customers · Accounts

Garcia Residence

GR

Garcia Residence

On HoldResidential
·Manager: Sam Okafor·Customer since Dec 9, 2025
Primary Contact
Miguel Garcia
miguel.g@example.com (828) 555-0188
9 Sunset Ridge, Young Harris, NC
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
Garcia — Pool Equipment UpgradeOn Hold
Started May 18, 2026 · $28,900
Progress35%
Recent Activity
  1. Outbound call· Sam Okafor
    May 31, 2026 · 22d ago
    Discussed timing for next service visit.
  2. Sent quarterly update· Sam Okafor
    May 31, 2026 · 22d ago
    Quarterly account summary email delivered.
  3. Proposal AC-1008-P viewed by client· System
    May 31, 2026 · 22d ago
  4. Payment received· System
    May 31, 2026 · 22d ago
    $3,468 ACH posted to account.
  5. Note added· Sam Okafor
    May 31, 2026 · 22d ago
    Customer 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 $
$0
Open Proposals
$0
Outstanding Balance
$9,400
Credits on File
$0
Latest Documents
    Upcoming