SAMPLE DATA Fictional HOA, contacts and example-only prices. Not connected to QuickBooks or Care@.
← All customers
RS
Rancho Serrano Master Association HOA Technology
QuickBooks name: Rancho Serrano Master Assn.
QuickBooks overwrote a local edit on Sep 29, 8:05 AM PT (contact, service address). Your version is saved.
Proposals
6
$31,822 total quoted
Accepted
$13,937
3 won
Open
$14,460
1 draft · 1 sent
Win rate
75%
of decided proposals
Customer 4 work sites →
Primary contact
Alicia Park
Community Manager
Phone
Office 949-555-0106
Mobile 949-555-0171
Mobile 949-555-0171
Billing address
23 Corporate Plaza, Suite 200
Newport Beach, CA 92660
Newport Beach, CA 92660
Main service address
Community center & tennis courts
Rancho Santa Margarita, CA 92688
Rancho Santa Margarita, CA 92688
Brands
HOA Technology ProTek
QuickBooks
Customer S106
last synced Sep 29, 8:05 AM PT
Notes
Gate code changes quarterly; call manager first.
Care@ Tickets 3 open
Proposals 6
Contacts 4
Work Sites 4
Logs 34
From Care@ · read-only ·
| Ticket # | Subject | Site | Priority | Status | Opened | Assigned tech |
|---|
Click a status pill to change it.
Brand
Draft 1Sent 1Accepted 3Declined 1
| Proposal # | Project | Brand (letterhead) | Date | Status | Hosting/mo | Total |
|---|
The primary contact is printed as Attn on proposals and shown on the Customer card.
| Name | Role | Office | Mobile | Primary |
|---|
4 work sites · 9 installed systems
| Site | Address | Open tickets | On-site contact | Access notes | Installed systems | Last service |
|---|