Customers · Accounts

Foster Residence

FR

Foster Residence

On HoldResidential
·Manager: Jules Park·Customer since Sep 15, 2025
Primary Contact
Jamie Foster
jamie.f@example.com (828) 555-0158
33 Aspen Ridge, Blairsville, NC
Lifetime Value
$34,800
Balance Due
$12,100
Open Projects
1
Last Activity
26d ago
Lifetime Revenue
$34,800
A/R Balance
$12,100
Active Projects
1
Health Score
45/100
Attention Needed
  • Account is on hold — review with manager before scheduling new work.
  • Outstanding balance of $12,100 — follow up on collections.
Active Projects
Foster — Spa Heater ReplacementOn Hold
Started May 27, 2026 · $9,800
Progress18%
Recent Activity
  1. Outbound call· Jules Park
    May 27, 2026 · 26d ago
    Discussed timing for next service visit.
  2. Sent quarterly update· Jules Park
    May 27, 2026 · 26d ago
    Quarterly account summary email delivered.
  3. Proposal AC-1025-P viewed by client· System
    May 27, 2026 · 26d ago
  4. Payment received· System
    May 27, 2026 · 26d ago
    $4,176 ACH posted to account.
  5. Note added· Jules Park
    May 27, 2026 · 26d ago
    Customer prefers communication via text after 5pm.
Account Snapshot
Account #
AC-1025
Type
Residential
Status
On Hold
Manager
Jules Park
City
Blairsville, NC
Customer Since
Sep 15, 2025
Last Activity
May 27, 2026
Tags
—
Financial Summary
Lifetime Value
$34,800
Active Contract $
$0
Open Proposals
$0
Outstanding Balance
$12,100
Credits on File
$0
Latest Documents
    Upcoming