CF
Carrera Family
ActiveResidential·Manager: Marta Vega·Customer since Nov 14, 2025
Lifetime Value
$38,900
Balance Due
$3,100
Open Projects
1
Last Activity
5d ago
Lifetime Revenue
$38,900
A/R Balance
$3,100
Active Projects
1
Health Score
79/100
Attention Needed
- Outstanding balance of $3,100 — follow up on collections.
Active Projects
In Progress
Started Jun 17, 2026 · $19,450
Progress80%
Complete
Started Nov 14, 2025 · $21,395
Progress100%
Recent Activity
- Outbound call· Marta VegaJun 17, 2026 · 5d agoDiscussed timing for next service visit.
- Sent quarterly update· Marta VegaJun 17, 2026 · 5d agoQuarterly account summary email delivered.
- Proposal AC-1017-P viewed by client· SystemJun 17, 2026 · 5d ago
- Payment received· SystemJun 17, 2026 · 5d ago$4,668 ACH posted to account.
- Note added· Marta VegaJun 17, 2026 · 5d agoCustomer prefers communication via text after 5pm.
Account Snapshot
- Account #
- AC-1017
- Type
- Residential
- Status
- Active
- Manager
- Marta Vega
- City
- Hayesville, NC
- Customer Since
- Nov 14, 2025
- Last Activity
- Jun 17, 2026
- Tags
- —
Financial Summary
Lifetime Value$38,900
Active Contract $$21,395
Open Proposals$11,670
Outstanding Balance$3,100
Credits on File$0
Latest Documents
- · Accepted$21,395
- · Sent$11,670
- · Signed$21,395
Upcoming
- Jun17Design Reviewwith Marta Vega
- Jun17Service Visitwith Erin Doyle