BE
Bishop Estate
VIPResidentialRepeatReferral Source·Manager: Riley Hobert·Customer since Mar 24, 2024
Primary Contact
Eleanor Bishop
eleanor.b@example.com (828) 555-01281 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
Punch List
Started Jun 22, 2026 · $88,250
Progress20%
Complete
Started Mar 24, 2024 · $97,075
Progress100%
Recent Activity
- Outbound call· Riley HobertJun 22, 2026 · 0d agoDiscussed timing for next service visit.
- Sent quarterly update· Riley HobertJun 22, 2026 · 0d agoQuarterly account summary email delivered.
- Proposal AC-1028-P viewed by client· SystemJun 22, 2026 · 0d ago
- Payment received· SystemJun 22, 2026 · 0d ago$21,180 ACH posted to account.
- Note added· Riley HobertJun 22, 2026 · 0d agoCustomer 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 $$97,075
Open Proposals$52,950
Outstanding Balance$0
Credits on File$0
Latest Documents
- · Accepted$97,075
- · Sent$52,950
- · Signed$97,075
Upcoming
- Jun22Design Reviewwith Riley Hobert
- Jun22Service Visitwith Erin Doyle