LE
Lockhart Estate
ActiveResidential·Manager: Marta Vega·Customer since Aug 16, 2025
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
In Progress
Started Jun 14, 2026 · $33,900
Progress20%
Complete
Started Aug 16, 2025 · $37,290
Progress100%
Recent Activity
- Outbound call· Marta VegaJun 14, 2026 · 8d agoDiscussed timing for next service visit.
- Sent quarterly update· Marta VegaJun 14, 2026 · 8d agoQuarterly account summary email delivered.
- Proposal AC-1021-P viewed by client· SystemJun 14, 2026 · 8d ago
- Payment received· SystemJun 14, 2026 · 8d ago$8,136 ACH posted to account.
- Note added· Marta VegaJun 14, 2026 · 8d agoCustomer 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 $$37,290
Open Proposals$20,340
Outstanding Balance$11,200
Credits on File$0
Latest Documents
- · Accepted$37,290
- · Sent$20,340
- · Signed$37,290
Upcoming
- Jun14Design Reviewwith Marta Vega
- Jun14Service Visitwith Erin Doyle