Customers · Accounts

Lockhart Estate

LE

Lockhart Estate

ActiveResidential
·Manager: Marta Vega·Customer since Aug 16, 2025
Primary Contact
Dana Lockhart
dana.l@example.com (828) 555-0132
9 Summit View, Brasstown, NC
Lifetime Value
$67,800
Balance Due
$11,200
Open Projects
1
Last Activity
8d ago
Lifetime Revenue
$67,800
A/R Balance
$11,200
Active Projects
1
Health Score
76/100
Attention Needed
  • Outstanding balance of $11,200 — follow up on collections.
Active Projects
Lockhart — Pool & Patio RenoPunch List
Started Apr 3, 2026 · $67,800
Progress95%
Recent Activity
  1. Outbound call· Marta Vega
    Jun 14, 2026 · 8d ago
    Discussed timing for next service visit.
  2. Sent quarterly update· Marta Vega
    Jun 14, 2026 · 8d ago
    Quarterly account summary email delivered.
  3. Proposal AC-1021-P viewed by client· System
    Jun 14, 2026 · 8d ago
  4. Payment received· System
    Jun 14, 2026 · 8d ago
    $8,136 ACH posted to account.
  5. Note added· Marta Vega
    Jun 14, 2026 · 8d ago
    Customer prefers communication via text after 5pm.
Account Snapshot
Account #
AC-1021
Type
Residential
Status
Active
Manager
Marta Vega
City
Brasstown, NC
Customer Since
Aug 16, 2025
Last Activity
Jun 14, 2026
Tags
—
Financial Summary
Lifetime Value
$67,800
Active Contract $
$0
Open Proposals
$0
Outstanding Balance
$11,200
Credits on File
$0
Latest Documents
    Upcoming