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Reeves Residence

RR

Reeves Residence

ActiveResidential
·Manager: Riley Hobert·Customer since Jan 8, 2026
Primary Contact
Tom Reeves
tom.r@example.com (828) 555-0146
67 Birch Hollow, Murphy, NC
Lifetime Value
$51,900
Balance Due
$7,800
Open Projects
1
Last Activity
4d ago
Lifetime Revenue
$51,900
A/R Balance
$7,800
Active Projects
1
Health Score
77/100
Attention Needed
  • Outstanding balance of $7,800 — follow up on collections.
Active Projects
Reeves — Pool Liner ReplacementCompleted
Started Jun 4, 2026 · $12,900
Progress100%
Recent Activity
  1. Outbound call· Riley Hobert
    Jun 18, 2026 · 4d ago
    Discussed timing for next service visit.
  2. Sent quarterly update· Riley Hobert
    Jun 18, 2026 · 4d ago
    Quarterly account summary email delivered.
  3. Proposal AC-1024-P viewed by client· System
    Jun 18, 2026 · 4d ago
  4. Payment received· System
    Jun 18, 2026 · 4d ago
    $6,228 ACH posted to account.
  5. Note added· Riley Hobert
    Jun 18, 2026 · 4d ago
    Customer prefers communication via text after 5pm.
Account Snapshot
Account #
AC-1024
Type
Residential
Status
Active
Manager
Riley Hobert
City
Murphy, NC
Customer Since
Jan 8, 2026
Last Activity
Jun 18, 2026
Tags
—
Financial Summary
Lifetime Value
$51,900
Active Contract $
$0
Open Proposals
$0
Outstanding Balance
$7,800
Credits on File
$0
Latest Documents
    Upcoming