Customers · Accounts

Mendez Residence

MR

Mendez Residence

ProspectResidential
·Manager: Sam Okafor·Customer since May 3, 2026
Primary Contact
Isabel Mendez
isabel.m@example.com (828) 555-0184
120 Brook Falls Rd, Andrews, NC
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 yet — projects are created from a signed contract.
Recent Activity
  1. Outbound call· Sam Okafor
    Jun 6, 2026 · 16d ago
    Discussed timing for next service visit.
  2. Sent quarterly update· Sam Okafor
    Jun 6, 2026 · 16d ago
    Quarterly account summary email delivered.
  3. Proposal AC-1023-P viewed by client· System
    Jun 6, 2026 · 16d ago
  4. Payment received· System
    Jun 6, 2026 · 16d ago
    $0 ACH posted to account.
  5. Note added· Sam Okafor
    Jun 6, 2026 · 16d ago
    Customer 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
    Upcoming