Customers · Accounts

Park Residence

PR

Park Residence

VIPResidentialRepeat
·Manager: Riley Hobert·Customer since Aug 1, 2024
Primary Contact
Helen Park
helen.park@example.com (828) 555-0109
5 Lakefront Ter, Young Harris, NC
Lifetime Value
$142,300
Balance Due
$0
Open Projects
1
Last Activity
1d ago
Lifetime Revenue
$142,300
A/R Balance
$0
Active Projects
1
Health Score
90/100
Active Projects
Park — Lakeside Pool BuildIn Progress
Started Feb 12, 2026 · $142,300
Progress85%
Recent Activity
  1. Outbound call· Riley Hobert
    Jun 21, 2026 · 1d ago
    Discussed timing for next service visit.
  2. Sent quarterly update· Riley Hobert
    Jun 21, 2026 · 1d ago
    Quarterly account summary email delivered.
  3. Proposal AC-1019-P viewed by client· System
    Jun 21, 2026 · 1d ago
  4. Payment received· System
    Jun 21, 2026 · 1d ago
    $17,076 ACH posted to account.
  5. Note added· Riley Hobert
    Jun 21, 2026 · 1d ago
    Customer prefers communication via text after 5pm.
Account Snapshot
Account #
AC-1019
Type
Residential
Status
VIP
Manager
Riley Hobert
City
Young Harris, NC
Customer Since
Aug 1, 2024
Last Activity
Jun 21, 2026
Tags
Repeat
Financial Summary
Lifetime Value
$142,300
Active Contract $
$0
Open Proposals
$0
Outstanding Balance
$0
Credits on File
$0
Latest Documents
    Upcoming