SR
Sutton Residence
ActiveResidential·Manager: Riley Hobert·Customer since Dec 24, 2025
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
In Progress
Started Jun 15, 2026 · $23,900
Progress50%
Complete
Started Dec 24, 2025 · $26,290
Progress100%
Recent Activity
- Outbound call· Riley HobertJun 15, 2026 · 7d agoDiscussed timing for next service visit.
- Sent quarterly update· Riley HobertJun 15, 2026 · 7d agoQuarterly account summary email delivered.
- Proposal AC-1014-P viewed by client· SystemJun 15, 2026 · 7d ago
- Payment received· SystemJun 15, 2026 · 7d ago$5,736 ACH posted to account.
- Note added· Riley HobertJun 15, 2026 · 7d agoCustomer 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 $$26,290
Open Proposals$14,340
Outstanding Balance$6,200
Credits on File$0
Latest Documents
- · Accepted$26,290
- · Sent$14,340
- · Signed$26,290
Upcoming
- Jun15Design Reviewwith Riley Hobert
- Jun15Service Visitwith Erin Doyle