OE
O'Brien Estate
VIPResidentialRepeat·Manager: Riley Hobert·Customer since Jan 24, 2024
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
Pre-Construction
Started Jun 19, 2026 · $66,233
Progress30%
In Progress
Started Jun 19, 2026 · $66,233
Progress40%
Complete
Started Jan 24, 2024 · $109,285
Progress100%
Recent Activity
- Outbound call· Riley HobertJun 19, 2026 · 3d agoDiscussed timing for next service visit.
- Sent quarterly update· Riley HobertJun 19, 2026 · 3d agoQuarterly account summary email delivered.
- Proposal AC-1009-P viewed by client· SystemJun 19, 2026 · 3d ago
- Payment received· SystemJun 19, 2026 · 3d ago$23,844 ACH posted to account.
- Note added· Riley HobertJun 19, 2026 · 3d agoCustomer 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 $$109,285
Open Proposals$59,610
Outstanding Balance$0
Credits on File$0
Latest Documents
- · Accepted$109,285
- · Sent$59,610
- · Signed$109,285
- · Pending Signature$59,610
Upcoming
- Jun19Design Reviewwith Riley Hobert
- Jun19Service Visitwith Erin Doyle