HC
Hiawassee Country Club
ActiveCommercial·Manager: Devon Klein·Customer since Mar 9, 2025
Lifetime Value
$218,900
Balance Due
$27,500
Open Projects
1
Last Activity
6d ago
Lifetime Revenue
$218,900
A/R Balance
$27,500
Active Projects
1
Health Score
69/100
Attention Needed
- Outstanding balance of $27,500 — follow up on collections.
Active Projects
Punch List
Started Jun 16, 2026 · $109,450
Progress30%
Complete
Started Mar 9, 2025 · $120,395
Progress100%
Recent Activity
- Outbound call· Devon KleinJun 16, 2026 · 6d agoDiscussed timing for next service visit.
- Sent quarterly update· Devon KleinJun 16, 2026 · 6d agoQuarterly account summary email delivered.
- Proposal AC-1022-P viewed by client· SystemJun 16, 2026 · 6d ago
- Payment received· SystemJun 16, 2026 · 6d ago$26,268 ACH posted to account.
- Note added· Devon KleinJun 16, 2026 · 6d agoCustomer prefers communication via text after 5pm.
Account Snapshot
- Account #
- AC-1022
- Type
- Commercial
- Status
- Active
- Manager
- Devon Klein
- City
- Hiawassee, NC
- Customer Since
- Mar 9, 2025
- Last Activity
- Jun 16, 2026
- Tags
- —
Financial Summary
Lifetime Value$218,900
Active Contract $$120,395
Open Proposals$65,670
Outstanding Balance$27,500
Credits on File$0
Latest Documents
- · Accepted$120,395
- · Sent$65,670
- · Signed$120,395
Upcoming
- Jun16Design Reviewwith Devon Klein
- Jun16Service Visitwith Erin Doyle