MR
Mendez Residence
ProspectResidential·Manager: Sam Okafor·Customer since May 3, 2026
Lifetime Value
$0
Balance Due
$0
Open Projects
0
Last Activity
16d ago
Lifetime Revenue
$0
A/R Balance
$0
Active Projects
0
Health Score
70/100
Active Projects
No active projects. Use 'New Project' to start one.
Recent Activity
- Outbound call· Sam OkaforJun 6, 2026 · 16d agoDiscussed timing for next service visit.
- Sent quarterly update· Sam OkaforJun 6, 2026 · 16d agoQuarterly account summary email delivered.
- Proposal AC-1023-P viewed by client· SystemJun 6, 2026 · 16d ago
- Payment received· SystemJun 6, 2026 · 16d ago$0 ACH posted to account.
- Note added· Sam OkaforJun 6, 2026 · 16d agoCustomer prefers communication via text after 5pm.
Account Snapshot
- Account #
- AC-1023
- Type
- Residential
- Status
- Prospect
- Manager
- Sam Okafor
- City
- Andrews, NC
- Customer Since
- May 3, 2026
- Last Activity
- Jun 6, 2026
- Tags
- —
Financial Summary
Lifetime Value$0
Active Contract $$0
Open Proposals$0
Outstanding Balance$0
Credits on File$0
Latest Documents
- · Draft$0
Upcoming
- Jun6Design Reviewwith Sam Okafor
- Jun6Service Visitwith Erin Doyle