Lifetime Revenue
$42,180
Across 8 projects
Rivtix Business Platform
Welcome back, Chris
CC
← Back to Customers
Customer Workspace
Michael Miller
Miller Residence · Customer since March 2024
Active Jobs
1
Kitchen renovation
Outstanding Balance
$0
Account is current
Customer Health
Excellent
Pays Quickly • Repeat Customer
Customer Information
Primary contact and service property.
michael@example.com
Phone
(856) 555-0142
Preferred Contact
Text message after 5 PM
Customer Status
Active customer
Service Address
123 Main Street
Sicklerville, NJ 08081
Current Work
Active jobs and recent estimates.
Kitchen Renovation
Job #3014 · Started July 24
Deck Repair Estimate
Estimate #1048 · $6,400
Recent Activity
Kitchen renovation job created
Today
Project added to the schedule.
Estimate #1048 accepted
4 days ago
Customer approved the deck repair estimate.
Invoice #2031 paid
12 days ago
Payment of $4,850 received.
Rivtix INSIGHT
Next Best Action
Revenue Opportunity
Send Michael a maintenance check-in this week.
Estimated opportunity: $2,800–$6,500
Average payment time: 6 days
Preferred contact: Text message
Last completed project: Deck replacement
Rivtix Reasoning
Michael has accepted 6 of his last 7 estimates but his last completed project was 8 months ago. This is a good opportunity to send a maintenance check-in to remind him of the importance of keeping his deck in good condition and to schedule a maintenance check-in.
Customer Notes
Customer prefers clear written estimates and evening text updates. Side gate provides the easiest access to the backyard.