PR
Park Residence
VIPResidentialRepeat·Manager: Riley Hobert·Customer since Aug 1, 2024
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
Pre-Construction
Started Jun 21, 2026 · $71,150
Progress30%
Complete
Started Aug 1, 2024 · $78,265
Progress100%
Recent Activity
- Outbound call· Riley HobertJun 21, 2026 · 1d agoDiscussed timing for next service visit.
- Sent quarterly update· Riley HobertJun 21, 2026 · 1d agoQuarterly account summary email delivered.
- Proposal AC-1019-P viewed by client· SystemJun 21, 2026 · 1d ago
- Payment received· SystemJun 21, 2026 · 1d ago$17,076 ACH posted to account.
- Note added· Riley HobertJun 21, 2026 · 1d agoCustomer 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 $$78,265
Open Proposals$42,690
Outstanding Balance$0
Credits on File$0
Latest Documents
- · Accepted$78,265
- · Sent$42,690
- · Signed$78,265
Upcoming
- Jun21Design Reviewwith Riley Hobert
- Jun21Service Visitwith Erin Doyle