Steep roof on the east side. Bring the tall ladder.
OC
Olivia Chen
Quoted$4,028.82
Paid$2,899.41
Balance$1,129.41
PaymentDeposit paid
Next step
Install on Mon, Sep 28 · Avery, Noah
Notes
What they told us
- Property
- Single-story home
- Areas
- Roofline & entry
- Light color
- Warm white
- Preferred contact
- Text
Activity
Message received from their Light Guys page · Brendan
Gate code added Side gate by the garage · Brendan
Installation date emailed to olivia.chen@example.com for 2026-09-28 · Brendan
Installation scheduled for September 28, 2026 · Brendan
Payment receipt emailed to olivia.chen@example.com · Brendan
$1,129.41 Card (Wave) payment recorded on Q-1022 (deposit paid) · Brendan
Quote approval confirmation emailed to olivia.chen@example.com · Brendan
Approval email to olivia.chen@example.com is waiting for you to send it · Brendan
3 payments · $2,899.41 collected
Notes
Steep roof on the east side. Bring the tall ladder.
Files
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Messages
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Activity
Message received from their Light Guys page · Brendan
Gate code added Side gate by the garage · Brendan
Installation date emailed to olivia.chen@example.com for 2026-09-28 · Brendan
Installation scheduled for September 28, 2026 · Brendan
Payment receipt emailed to olivia.chen@example.com · Brendan
$1,129.41 Card (Wave) payment recorded on Q-1022 (deposit paid) · Brendan
Quote approval confirmation emailed to olivia.chen@example.com · Brendan
Approval email to olivia.chen@example.com is waiting for you to send it · Brendan
Approval notice emailed to you · Brendan
Quote Q-1022 approved by Olivia Chen ($2,258.82) · Brendan
Quote Q-1022 opened by the customer · Brendan
Quote Q-1022 emailed to olivia.chen@example.com · Brendan
Quote Q-1022 created · Brendan
Payment receipt emailed to olivia.chen@example.com · Brendan
$885.00 Card (Wave) payment recorded on INV-1004 (paid in full) · Brendan
Invoice INV-1004 emailed to olivia.chen@example.com · Brendan
Quote Q-1004 is now invoice INV-1004 · Brendan
Installation completed · Noah
Roofline & entry · Nov 30
Job started · Noah
Avery, Luis, Noah · visit 1
Installation date emailed to olivia.chen@example.com for 2025-11-30 · Brendan
Installation scheduled for November 30, 2025 · Brendan
Payment receipt emailed to olivia.chen@example.com · Brendan
$885.00 Check payment recorded on Q-1004 (deposit paid) · Brendan
Quote approval confirmation emailed to olivia.chen@example.com · Brendan
Quote Q-1004 marked approved for Olivia Chen ($1,770.00) · Brendan
Stage: Booked · Brendan
Quote Q-1004 opened by the customer · Brendan
Stage: Quoted · Brendan
Quote Q-1004 emailed to olivia.chen@example.com · Brendan
Quote Q-1004 created · Brendan
Customer created · Brendan
Quote form
Delete this $1,129.41 payment?
The activity log notes that it was removed.
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 $885 payment?
INV-1004 goes back to a $885 balance. The activity log notes that it was removed.
INV-1004 goes back to a $885 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 $885 payment?
INV-1004 goes back to a $885 balance. The activity log notes that it was removed.
INV-1004 goes back to a $885 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.