MM
Murphy Mountain Retreat
ActiveCommercial·Manager: Jules Park·Customer since Apr 28, 2025
Lifetime Value
$167,400
Balance Due
$18,600
Open Projects
1
Last Activity
4d ago
Lifetime Revenue
$167,400
A/R Balance
$18,600
Active Projects
1
Health Score
73/100
Attention Needed
- Outstanding balance of $18,600 — follow up on collections.
Active Projects
Pre-Construction
Started Jun 18, 2026 · $83,700
Progress80%
Complete
Started Apr 28, 2025 · $92,070
Progress100%
Recent Activity
- Outbound call· Jules ParkJun 18, 2026 · 4d agoDiscussed timing for next service visit.
- Sent quarterly update· Jules ParkJun 18, 2026 · 4d agoQuarterly account summary email delivered.
- Proposal AC-1010-P viewed by client· SystemJun 18, 2026 · 4d ago
- Payment received· SystemJun 18, 2026 · 4d ago$20,088 ACH posted to account.
- Note added· Jules ParkJun 18, 2026 · 4d agoCustomer prefers communication via text after 5pm.
Account Snapshot
- Account #
- AC-1010
- Type
- Commercial
- Status
- Active
- Manager
- Jules Park
- City
- Murphy, NC
- Customer Since
- Apr 28, 2025
- Last Activity
- Jun 18, 2026
- Tags
- —
Financial Summary
Lifetime Value$167,400
Active Contract $$92,070
Open Proposals$50,220
Outstanding Balance$18,600
Credits on File$0
Latest Documents
- · Accepted$92,070
- · Sent$50,220
- · Signed$92,070
Upcoming
- Jun18Design Reviewwith Jules Park
- Jun18Service Visitwith Erin Doyle