LR
Lucas Rivera
Quoted$3,087.91
Paid$2,276
Balance$811.91
PaymentDeposit paid
Next step
Started, not completed
Notes
No notes yet.
What they told us
- Property
- Single-story home
- Areas
- Roofline installation
- Light color
- Warm white
- Preferred contact
- Text
Activity
Job marked not completed · Jordan
Weather · Wind advisory. Stopped before the second-story roofline.
Job started · Jordan
Jordan, Luis, Marco · visit 1
Invoice INV-1014 emailed to lucas.rivera@example.com · Brendan
Quote Q-1019 is now invoice INV-1014 · Brendan
Installation date emailed to lucas.rivera@example.com for 2026-09-27 · Brendan
Installation scheduled for September 27, 2026 · Brendan
Payment receipt emailed to lucas.rivera@example.com · Brendan
$811.92 Zelle payment recorded on Q-1019 (deposit paid) · Brendan
3 payments · $2,276 collected
Notes
No notes yet.
Files
No files yet. Add photos or documents with a note.
Messages
0 unreadNo messages yet. When Lucas writes from a quote or invoice link, the conversation shows up here.
Activity
Job marked not completed · Jordan
Weather · Wind advisory. Stopped before the second-story roofline.
Job started · Jordan
Jordan, Luis, Marco · visit 1
Invoice INV-1014 emailed to lucas.rivera@example.com · Brendan
Quote Q-1019 is now invoice INV-1014 · Brendan
Installation date emailed to lucas.rivera@example.com for 2026-09-27 · Brendan
Installation scheduled for September 27, 2026 · Brendan
Payment receipt emailed to lucas.rivera@example.com · Brendan
$811.92 Zelle payment recorded on Q-1019 (deposit paid) · Brendan
Quote approval confirmation emailed to lucas.rivera@example.com · Brendan
Approval email to lucas.rivera@example.com is waiting for you to send it · Brendan
Approval notice emailed to you · Brendan
Quote Q-1019 approved by Lucas Rivera ($1,623.83) · Brendan
Quote Q-1019 emailed to lucas.rivera@example.com · Brendan
Quote Q-1019 created · Brendan
Payment receipt emailed to lucas.rivera@example.com · Brendan
$732.04 Zelle payment recorded on INV-1007 (paid in full) · Brendan
Invoice INV-1007 emailed to lucas.rivera@example.com · Brendan
Quote Q-1007 is now invoice INV-1007 · Brendan
Installation completed · Marco
Roofline installation · Dec 4
Job started · Marco
Luis, Marco · visit 1
Installation date emailed to lucas.rivera@example.com for 2025-12-04 · Brendan
Installation scheduled for December 4, 2025 · Brendan
Payment receipt emailed to lucas.rivera@example.com · Brendan
$732.04 Check payment recorded on Q-1007 (deposit paid) · Brendan
Quote approval confirmation emailed to lucas.rivera@example.com · Brendan
Quote Q-1007 marked approved for Lucas Rivera ($1,464.08) · Brendan
Stage: Booked · Brendan
Quote Q-1007 opened by the customer · Brendan
Stage: Quoted · Brendan
Quote Q-1007 emailed to lucas.rivera@example.com · Brendan
Quote Q-1007 created · Brendan
Customer created · Brendan
Quote form
Delete this $811.92 payment?
INV-1014 goes back to a $1,623.83 balance. The activity log notes that it was removed.
INV-1014 goes back to a $1,623.83 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 $732.04 payment?
INV-1007 goes back to a $732.04 balance. The activity log notes that it was removed.
INV-1007 goes back to a $732.04 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 $732.04 payment?
INV-1007 goes back to a $732.04 balance. The activity log notes that it was removed.
INV-1007 goes back to a $732.04 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.