Customers · Accounts

Vega Residence

VR

Vega Residence

ProspectResidential
·Manager: Jules Park·Customer since Jun 8, 2026
Primary Contact
Roberto Vega
rvega@example.com (828) 555-0156
302 Cedar Ln, Blairsville, NC
Lifetime Value
$0
Balance Due
$0
Open Projects
0
Last Activity
3d ago
Lifetime Revenue
$0
A/R Balance
$0
Active Projects
0
Health Score
70/100
Active Projects
No active projects. Use 'New Project' to start one.
Recent Activity
  1. Outbound call· Jules Park
    Jun 19, 2026 · 3d ago
    Discussed timing for next service visit.
  2. Sent quarterly update· Jules Park
    Jun 19, 2026 · 3d ago
    Quarterly account summary email delivered.
  3. Proposal AC-1015-P viewed by client· System
    Jun 19, 2026 · 3d ago
  4. Payment received· System
    Jun 19, 2026 · 3d ago
    $0 ACH posted to account.
  5. Note added· Jules Park
    Jun 19, 2026 · 3d ago
    Customer prefers communication via text after 5pm.
Account Snapshot
Account #
AC-1015
Type
Residential
Status
Prospect
Manager
Jules Park
City
Blairsville, NC
Customer Since
Jun 8, 2026
Last Activity
Jun 19, 2026
Tags
Financial Summary
Lifetime Value$0
Active Contract $$0
Open Proposals$0
Outstanding Balance$0
Credits on File$0
Latest Documents
  • · Draft
    $0
Upcoming
  • Jun19
    Design Review
    with Jules Park
  • Jun19
    Service Visit
    with Erin Doyle