Customers · Accounts

Bishop Estate

BE

Bishop Estate

VIPResidentialRepeatReferral Source
·Manager: Riley Hobert·Customer since Mar 24, 2024
Primary Contact
Eleanor Bishop
eleanor.b@example.com (828) 555-0128
1 Highland Manor, Young Harris, NC
Lifetime Value
$176,500
Balance Due
$0
Open Projects
1
Last Activity
0d ago
Lifetime Revenue
$176,500
A/R Balance
$0
Active Projects
1
Health Score
90/100
Active Projects
Bishop Estate — Pool & Spa BuildIn Progress
Started Apr 28, 2026 · $176,500
Progress38%
Recent Activity
  1. Outbound call· Riley Hobert
    Jun 22, 2026 · 0d ago
    Discussed timing for next service visit.
  2. Sent quarterly update· Riley Hobert
    Jun 22, 2026 · 0d ago
    Quarterly account summary email delivered.
  3. Proposal AC-1028-P viewed by client· System
    Jun 22, 2026 · 0d ago
  4. Payment received· System
    Jun 22, 2026 · 0d ago
    $21,180 ACH posted to account.
  5. Note added· Riley Hobert
    Jun 22, 2026 · 0d ago
    Customer prefers communication via text after 5pm.
Account Snapshot
Account #
AC-1028
Type
Residential
Status
VIP
Manager
Riley Hobert
City
Young Harris, NC
Customer Since
Mar 24, 2024
Last Activity
Jun 22, 2026
Tags
Repeat, Referral Source
Financial Summary
Lifetime Value
$176,500
Active Contract $
$0
Open Proposals
$0
Outstanding Balance
$0
Credits on File
$0
Latest Documents
    Upcoming