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Hollis Residence

HR

Hollis Residence

ActiveResidential
·Manager: Marta Vega·Customer since Oct 15, 2025
Primary Contact
Will Hollis
will.h@example.com (828) 555-0107
82 Riverstone Way, Hayesville, NC
Lifetime Value
$44,600
Balance Due
$2,900
Open Projects
1
Last Activity
12d ago
Lifetime Revenue
$44,600
A/R Balance
$2,900
Active Projects
1
Health Score
79/100
Attention Needed
  • Outstanding balance of $2,900 — follow up on collections.
Active Projects
Hollis — Deck ResurfacingCompleted
Started May 8, 2026 · $24,600
Progress100%
Recent Activity
  1. Outbound call· Marta Vega
    Jun 10, 2026 · 12d ago
    Discussed timing for next service visit.
  2. Sent quarterly update· Marta Vega
    Jun 10, 2026 · 12d ago
    Quarterly account summary email delivered.
  3. Proposal AC-1027-P viewed by client· System
    Jun 10, 2026 · 12d ago
  4. Payment received· System
    Jun 10, 2026 · 12d ago
    $5,352 ACH posted to account.
  5. Note added· Marta Vega
    Jun 10, 2026 · 12d ago
    Customer prefers communication via text after 5pm.
Account Snapshot
Account #
AC-1027
Type
Residential
Status
Active
Manager
Marta Vega
City
Hayesville, NC
Customer Since
Oct 15, 2025
Last Activity
Jun 10, 2026
Tags
—
Financial Summary
Lifetime Value
$44,600
Active Contract $
$0
Open Proposals
$0
Outstanding Balance
$2,900
Credits on File
$0
Latest Documents
    Upcoming