Customers · Accounts

Sutton Residence

SR

Sutton Residence

ActiveResidential
·Manager: Riley Hobert·Customer since Dec 24, 2025
Primary Contact
Greg Sutton
greg.s@example.com (828) 555-0173
58 Highland Path, Murphy, NC
Lifetime Value
$47,800
Balance Due
$6,200
Open Projects
1
Last Activity
7d ago
Lifetime Revenue
$47,800
A/R Balance
$6,200
Active Projects
1
Health Score
78/100
Attention Needed
  • Outstanding balance of $6,200 — follow up on collections.
Active Projects
Sutton — Hardscape & FirepitIn Progress
Started May 23, 2026 · $47,800
Progress58%
Recent Activity
  1. Outbound call· Riley Hobert
    Jun 15, 2026 · 7d ago
    Discussed timing for next service visit.
  2. Sent quarterly update· Riley Hobert
    Jun 15, 2026 · 7d ago
    Quarterly account summary email delivered.
  3. Proposal AC-1014-P viewed by client· System
    Jun 15, 2026 · 7d ago
  4. Payment received· System
    Jun 15, 2026 · 7d ago
    $5,736 ACH posted to account.
  5. Note added· Riley Hobert
    Jun 15, 2026 · 7d ago
    Customer prefers communication via text after 5pm.
Account Snapshot
Account #
AC-1014
Type
Residential
Status
Active
Manager
Riley Hobert
City
Murphy, NC
Customer Since
Dec 24, 2025
Last Activity
Jun 15, 2026
Tags
—
Financial Summary
Lifetime Value
$47,800
Active Contract $
$0
Open Proposals
$0
Outstanding Balance
$6,200
Credits on File
$0
Latest Documents
    Upcoming