FR
Foster Residence
On HoldResidential·Manager: Jules Park·Customer since Sep 15, 2025
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
Punch List
Started May 27, 2026 · $17,400
Progress60%
Complete
Started Sep 15, 2025 · $19,140
Progress100%
Recent Activity
- Outbound call· Jules ParkMay 27, 2026 · 26d agoDiscussed timing for next service visit.
- Sent quarterly update· Jules ParkMay 27, 2026 · 26d agoQuarterly account summary email delivered.
- Proposal AC-1025-P viewed by client· SystemMay 27, 2026 · 26d ago
- Payment received· SystemMay 27, 2026 · 26d ago$4,176 ACH posted to account.
- Note added· Jules ParkMay 27, 2026 · 26d agoCustomer 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 $$19,140
Open Proposals$10,440
Outstanding Balance$12,100
Credits on File$0
Latest Documents
- · Accepted$19,140
- · Sent$10,440
- · Signed$19,140
Upcoming
- May27Design Reviewwith Jules Park
- May27Service Visitwith Erin Doyle