Finished. Customer walked the yard with us.
JW
Jack Whitaker
(661) 555-0121jack.whitaker@example.com1780 Hollycrest Avenue, Bakersfield, CA 933081 friend booked · $50 off
Quoted$2,545.93
Paid$2,495.93
Balance$50
PaymentBalance due
Next step
Paid in full
Notes
What they told us
- Property
- Single-story home
- Areas
- Classic roofline package
- Light color
- Warm white
- Preferred contact
- Text
Activity
Asked for a Google review (email) · Brendan
Quote Q-1029 emailed to jack.whitaker@example.com · Brendan
Quote Q-1029 created · Brendan
Payment receipt emailed to jack.whitaker@example.com · Brendan
$648.10 Card (Wave) payment recorded on INV-1018 (paid in full) · Brendan
Invoice INV-1018 emailed to jack.whitaker@example.com · Brendan
Quote Q-1017 is now invoice INV-1018 · Brendan
Installation completed · Noah
Classic roofline package · Sep 26
4 payments · $2,495.93 collected
Notes
Finished. Customer walked the yard with us.
Files
No files yet. Add photos or documents with a note.
Messages
0 unreadNo messages yet. When Jack writes from a quote or invoice link, the conversation shows up here.
Activity
Asked for a Google review (email) · Brendan
Quote Q-1029 emailed to jack.whitaker@example.com · Brendan
Quote Q-1029 created · Brendan
Payment receipt emailed to jack.whitaker@example.com · Brendan
$648.10 Card (Wave) payment recorded on INV-1018 (paid in full) · Brendan
Invoice INV-1018 emailed to jack.whitaker@example.com · Brendan
Quote Q-1017 is now invoice INV-1018 · Brendan
Installation completed · Noah
Classic roofline package · Sep 26
Job started · Noah
Avery, Luis, Noah · visit 1
$50.00 referral credit taken off quote Q-1017 · Brendan
Earned $50.00 referral credit: Maya Bennett paid the deposit · Brendan
Referred Maya Bennett: $50 off this season once they pay their deposit · Brendan
Installation date emailed to jack.whitaker@example.com for 2026-09-26 · Brendan
Installation scheduled for September 26, 2026 · Brendan
Payment receipt emailed to jack.whitaker@example.com · Brendan
$698.11 Zelle payment recorded on Q-1017 (deposit paid) · Brendan
Quote approval confirmation emailed to jack.whitaker@example.com · Brendan
Approval email to jack.whitaker@example.com is waiting for you to send it · Brendan
Approval notice emailed to you · Brendan
Quote Q-1017 approved by Jack Whitaker ($1,396.21) · Brendan
Quote Q-1017 opened by the customer · Brendan
Quote Q-1017 emailed to jack.whitaker@example.com · Brendan
Quote Q-1017 created · Brendan
Payment receipt emailed to jack.whitaker@example.com · Brendan
$574.86 Card (Wave) payment recorded on INV-1010 (paid in full) · Brendan
Invoice INV-1010 emailed to jack.whitaker@example.com · Brendan
Quote Q-1010 is now invoice INV-1010 · Brendan
Installation completed · Noah
Classic roofline package · Dec 8
Job started · Noah
Avery, Luis, Noah · visit 1
Installation date emailed to jack.whitaker@example.com for 2025-12-08 · Brendan
Installation scheduled for December 8, 2025 · Brendan
Payment receipt emailed to jack.whitaker@example.com · Brendan
$574.86 Check payment recorded on Q-1010 (deposit paid) · Brendan
Quote approval confirmation emailed to jack.whitaker@example.com · Brendan
Quote Q-1010 marked approved for Jack Whitaker ($1,149.72) · Brendan
Stage: Booked · Brendan
Quote Q-1010 opened by the customer · Brendan
Stage: Quoted · Brendan
Quote Q-1010 emailed to jack.whitaker@example.com · Brendan
Quote Q-1010 created · Brendan
Customer created · Brendan
Quote form
Delete this $648.10 payment?
INV-1018 goes back to a $648.10 balance. The activity log notes that it was removed.
INV-1018 goes back to a $648.10 balance. The activity log notes that it was removed.
Refund to the customer’s card or bank
Stripe sends it back; the payment stays with a refund line and the balance goes up.
Stripe sends it back; the payment stays with a refund line and the balance goes up.
Delete this $698.11 payment?
INV-1018 goes back to a $698.11 balance. The activity log notes that it was removed.
INV-1018 goes back to a $698.11 balance. The activity log notes that it was removed.
Refund to the customer’s card or bank
Stripe sends it back; the payment stays with a refund line and the balance goes up.
Stripe sends it back; the payment stays with a refund line and the balance goes up.
Delete this $574.86 payment?
INV-1010 goes back to a $574.86 balance. The activity log notes that it was removed.
INV-1010 goes back to a $574.86 balance. The activity log notes that it was removed.
Refund to the customer’s card or bank
Stripe sends it back; the payment stays with a refund line and the balance goes up.
Stripe sends it back; the payment stays with a refund line and the balance goes up.
Delete this $574.86 payment?
INV-1010 goes back to a $574.86 balance. The activity log notes that it was removed.
INV-1010 goes back to a $574.86 balance. The activity log notes that it was removed.
Refund to the customer’s card or bank
Stripe sends it back; the payment stays with a refund line and the balance goes up.
Stripe sends it back; the payment stays with a refund line and the balance goes up.