Customers · Accounts

O'Brien Estate

OE

O'Brien Estate

VIPResidentialRepeat
·Manager: Riley Hobert·Customer since Jan 24, 2024
Primary Contact
Sean O'Brien
sean.obrien@example.com (828) 555-0102
1 Eagle's Nest, Marble, NC
Lifetime Value
$198,700
Balance Due
$0
Open Projects
2
Last Activity
3d ago
Lifetime Revenue
$198,700
A/R Balance
$0
Active Projects
2
Health Score
90/100
Active Projects
O'Brien — Infinity PoolIn Progress
Started May 8, 2026 · $198,700
Progress42%
O'Brien — Spa & WaterfallPre-Construction
Started Jul 17, 2026 · $76,800
Progress5%
Recent Activity
  1. Outbound call· Riley Hobert
    Jun 19, 2026 · 3d ago
    Discussed timing for next service visit.
  2. Sent quarterly update· Riley Hobert
    Jun 19, 2026 · 3d ago
    Quarterly account summary email delivered.
  3. Proposal AC-1009-P viewed by client· System
    Jun 19, 2026 · 3d ago
  4. Payment received· System
    Jun 19, 2026 · 3d ago
    $23,844 ACH posted to account.
  5. Note added· Riley Hobert
    Jun 19, 2026 · 3d ago
    Customer prefers communication via text after 5pm.
Account Snapshot
Account #
AC-1009
Type
Residential
Status
VIP
Manager
Riley Hobert
City
Marble, NC
Customer Since
Jan 24, 2024
Last Activity
Jun 19, 2026
Tags
Repeat
Financial Summary
Lifetime Value
$198,700
Active Contract $
$0
Open Proposals
$0
Outstanding Balance
$0
Credits on File
$0
Latest Documents
    Upcoming