At a Glance
Total Jobs
11
Open Jobs
1
Completed
10
Avg Ticket
$2,209
Last Activity3 days ago
Referrals5 sent
Account Health
Excellent — Promoter
NPS10 / 10
Lifetime Value$24,300
Avg Rebook~9 months
Reviews Posted3 (5-star)
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AI Insights
Doc
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VIP — Top 5% Lifetime Value
Kit is in the top 5% of residential LTV (8 yrs / 11 jobs / $24.3K). She's also referred 5 customers worth $19,400 collectively. Recommend a hand-written thank-you card with the master bath quote.
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Pattern: Premium Glass Always
Every prior estimate has been accepted at the upper-tier option. Quote frameless 3/8" Starphire low-iron + custom gold hardware — likely 15-20% margin uplift.
Active Project
OPP-2098
Master Bath Frameless Shower Remodel
Residential
Value: $3,820
Age: 5d
Timeline
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Philip Schultz3d ago · 4:15 PM
Sent EST-9183 — frameless 3/8" Starphire, polished gold hardware. $3,820.
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Site VisitApr 24
Eric W. measured master bath. Took 8 photos. Kit confirmed gold hardware (matching powder room from 2022).
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Kit called — interested in a master bath remodel matching her powder room. 12 min.
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Google ReviewsMar 18
Posted 5-star review about mirror wall install. 184 chars, mentions "Eric was meticulous."
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SystemMar 4
Job J-65488 closed — entryway sidelight glass replacement.
Messages
Phil — got the estimate, looks great. Same gold hardware as the powder room please. When can Eric start?
Wonderful Kit! Eric can start the week of May 12. I'll have Donna send the deposit link this afternoon.
Perfect. Also — my daughter Margot is buying a house in Beaumont, she may need windows. I gave her your name.
Service History
11 jobs
| Date | Job # | Type | Summary | Tech | Status | Total |
|---|---|---|---|---|---|---|
| Apr 24 | J-66150 | Measure | Master bath shower | Eric W. | Quoted | $3,820 |
| Mar 4 | J-65488 | Glass | Entryway sidelight | Eric W. | Completed | $1,640 |
| Sep 19 | J-64822 | Mirror | Dining room mirror wall | Eric W. | Completed | $2,940 |
| May 22 | J-64210 | IGU | Kitchen IGU x3 | Travis B. | Completed | $2,180 |
| Nov 03 | J-63102 | Custom | Floating glass shelves | Eric W. | Completed | $1,890 |
| Aug 14 | J-62488 | Shower | Powder room frameless | Eric W. | Completed | $2,840 |