John & Maria Davis

(410) 555-0148 · jm.davis@example.com · Taylor Reed

Lifetime Value

$56,850

Projects

WER-2418 · 1847 Harbor View Dr

Proposal Sent · Taylor Reed

WER-2358 · 88 Dockside Cir

Closed / Warranty · Taylor Reed

Taylor Reed Sep 8

Homeowner comparing architectural shingle colors. Leaning Weathered Wood.

Dana Whitlock Aug 30

Rental roof warranty inspection passed, no action needed.

Call

Reviewed proposal, questions on financing.

Sep 8 · 2:14 PM

Proposal WER-2418 delivered.

Sep 6 · 9:02 AM

Text

Confirmed inspection window.

Sep 3 · 4:40 PM

1847 Harbor View Dr

Annapolis, MD

Primary residence · 2-story colonial

88 Dockside Cir

Annapolis, MD

Rental property · detached garage

Account Snapshot

StatusActive Project

Properties2

Projects2

Customer SinceMar 2023