Back patio and the other two trees tomorrow.
MH
Mila Hughes
Quoted$7,468.75
Paid$5,221.55
Balance$2,247.20
PaymentDeposit paid
Next step
In progress
Notes
Day one: front roofline and two trees done.
What they told us
- Property
- Single-story home
- Areas
- Full outline
- Light color
- Warm white
- Preferred contact
- Text
Activity
Job started · Ellie
Ellie, Kayla, Luis · visit 1
Invoice INV-1013 emailed to mila.hughes@example.com · Brendan
Quote Q-1014 is now invoice INV-1013 · Brendan
Installation date emailed to mila.hughes@example.com for 2026-09-27 · Brendan
Installation scheduled for September 27, 2026 · Brendan
Payment receipt emailed to mila.hughes@example.com · Brendan
$2,247.20 Zelle payment recorded on Q-1014 (deposit paid) · Brendan
Quote approval confirmation emailed to mila.hughes@example.com · Brendan
3 payments · $5,221.55 collected
Notes
Back patio and the other two trees tomorrow.
Day one: front roofline and two trees done.
Files
No files yet. Add photos or documents with a note.
Messages
0 unreadNo messages yet. When Mila writes from a quote or invoice link, the conversation shows up here.
Activity
Job started · Ellie
Ellie, Kayla, Luis · visit 1
Invoice INV-1013 emailed to mila.hughes@example.com · Brendan
Quote Q-1014 is now invoice INV-1013 · Brendan
Installation date emailed to mila.hughes@example.com for 2026-09-27 · Brendan
Installation scheduled for September 27, 2026 · Brendan
Payment receipt emailed to mila.hughes@example.com · Brendan
$2,247.20 Zelle payment recorded on Q-1014 (deposit paid) · Brendan
Quote approval confirmation emailed to mila.hughes@example.com · Brendan
Approval email to mila.hughes@example.com is waiting for you to send it · Brendan
Approval notice emailed to you · Brendan
Quote Q-1014 approved by Mila Hughes ($4,494.40) · Brendan
Quote Q-1014 opened by the customer · Brendan
Quote Q-1014 emailed to mila.hughes@example.com · Brendan
Quote Q-1014 created · Brendan
Payment receipt emailed to mila.hughes@example.com · Brendan
$1,487.17 Zelle payment recorded on INV-1005 (paid in full) · Brendan
Invoice INV-1005 emailed to mila.hughes@example.com · Brendan
Quote Q-1005 is now invoice INV-1005 · Brendan
Installation completed · Ellie
Full outline · Dec 2
Job started · Ellie
Ellie, Kayla, Luis, Marco · visit 1
Installation date emailed to mila.hughes@example.com for 2025-12-02 · Brendan
Installation scheduled for December 2, 2025 · Brendan
Payment receipt emailed to mila.hughes@example.com · Brendan
$1,487.18 Check payment recorded on Q-1005 (deposit paid) · Brendan
Quote approval confirmation emailed to mila.hughes@example.com · Brendan
Quote Q-1005 marked approved for Mila Hughes ($2,974.35) · Brendan
Stage: Booked · Brendan
Quote Q-1005 opened by the customer · Brendan
Stage: Quoted · Brendan
Quote Q-1005 emailed to mila.hughes@example.com · Brendan
Quote Q-1005 created · Brendan
Customer created · Brendan
Quote form
Delete this $2,247.20 payment?
INV-1013 goes back to a $4,494.40 balance. The activity log notes that it was removed.
INV-1013 goes back to a $4,494.40 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 $1,487.17 payment?
INV-1005 goes back to a $1,487.17 balance. The activity log notes that it was removed.
INV-1005 goes back to a $1,487.17 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 $1,487.18 payment?
INV-1005 goes back to a $1,487.18 balance. The activity log notes that it was removed.
INV-1005 goes back to a $1,487.18 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.