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Customers
CUS-1216Property ManagementActive
Egret Point Property Management
Property Management
hsandoval@egretpoint.example(941) 555-0141
$58,081
lifetime billed
Contacts
1 on file
- AMAnika MercerPrimaryBoard Presidentamercer@egretpoint.example(813) 555-0169
Sites
2 serviced
- Storage Wing4620 Fernbank Trl, Temple Terrace, FL 33973
- Storage Wing5697 Marsh Landing Pkwy, Dunedin, FL 33662Subpanel feeds the rear building.
Job history
11 jobs
Invoice history
9 invoices
| Invoice | Status | Issued | Amount | Balance |
|---|---|---|---|---|
| INV-2932 | Overdue | Jul 1, 2026 | $318 | $318 |
| INV-2929 | Paid | Jan 19, 2026 | $507 | — |
| INV-2930 | Paid | Nov 1, 2025 | $8,108 | — |
| INV-2933 | Paid | Feb 9, 2025 | $9,907 | — |
| INV-2931 | Paid | Aug 26, 2023 | $694 | — |
| INV-2928 | Paid | May 4, 2023 | $420 | — |
| INV-2934 | Paid | Apr 27, 2023 | $6,213 | — |
| INV-2936 | Paid | Jan 11, 2023 | $23,175 | — |
| INV-2935 | Paid | Aug 19, 2022 | $9,058 | — |
Account
- Open balance
- $317.71
- Lifetime collected
- $58,080.77
- Total jobs
- 11
- Lead source
- Repeat customer
- Customer since
- Jul 8, 2022
Account notes
Manages several properties — always confirm which address before dispatch.