HR
Hollis Residence
ActiveResidential·Manager: Marta Vega·Customer since Oct 15, 2025
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
In Progress
Started Jun 10, 2026 · $22,300
Progress80%
Complete
Started Oct 15, 2025 · $24,530
Progress100%
Recent Activity
- Outbound call· Marta VegaJun 10, 2026 · 12d agoDiscussed timing for next service visit.
- Sent quarterly update· Marta VegaJun 10, 2026 · 12d agoQuarterly account summary email delivered.
- Proposal AC-1027-P viewed by client· SystemJun 10, 2026 · 12d ago
- Payment received· SystemJun 10, 2026 · 12d ago$5,352 ACH posted to account.
- Note added· Marta VegaJun 10, 2026 · 12d agoCustomer 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 $$24,530
Open Proposals$13,380
Outstanding Balance$2,900
Credits on File$0
Latest Documents
- · Accepted$24,530
- · Sent$13,380
- · Signed$24,530
Upcoming
- Jun10Design Reviewwith Marta Vega
- Jun10Service Visitwith Erin Doyle