HP
Highland Property Mgmt
ActiveProperty MgmtRepeat·Manager: Sam Okafor·Customer since Dec 29, 2024
Lifetime Value
$154,600
Balance Due
$9,800
Open Projects
2
Last Activity
2d ago
Lifetime Revenue
$154,600
A/R Balance
$9,800
Active Projects
2
Health Score
76/100
Attention Needed
- Outstanding balance of $9,800 — follow up on collections.
Active Projects
Punch List
Started Jun 20, 2026 · $51,533
Progress20%
Pre-Construction
Started Jun 20, 2026 · $51,533
Progress30%
Complete
Started Dec 29, 2024 · $85,030
Progress100%
Recent Activity
- Outbound call· Sam OkaforJun 20, 2026 · 2d agoDiscussed timing for next service visit.
- Sent quarterly update· Sam OkaforJun 20, 2026 · 2d agoQuarterly account summary email delivered.
- Proposal AC-1018-P viewed by client· SystemJun 20, 2026 · 2d ago
- Payment received· SystemJun 20, 2026 · 2d ago$18,552 ACH posted to account.
- Note added· Sam OkaforJun 20, 2026 · 2d agoCustomer prefers communication via text after 5pm.
Account Snapshot
- Account #
- AC-1018
- Type
- Property Mgmt
- Status
- Active
- Manager
- Sam Okafor
- City
- Murphy, NC
- Customer Since
- Dec 29, 2024
- Last Activity
- Jun 20, 2026
- Tags
- Repeat
Financial Summary
Lifetime Value$154,600
Active Contract $$85,030
Open Proposals$46,380
Outstanding Balance$9,800
Credits on File$0
Latest Documents
- · Accepted$85,030
- · Sent$46,380
- · Signed$85,030
- · Pending Signature$46,380
Upcoming
- Jun20Design Reviewwith Sam Okafor
- Jun20Service Visitwith Erin Doyle