| Client Name | Address / City / State / Zip | Contact Email / Phone | Client Ref # | Spoke | Client Type | Marketer | Date Added | Special Instructions | Actions |
|---|---|---|---|---|---|---|---|---|---|
| Self Pay Clients (John White) | 24 Don Lane, Hauppauge, NY 11788 | john.white@example.com 516-555-0199 | REF-9921 | Scalice Land Surveying - NY | SELF_PAY | eobrycki | 2026-09-01 | Call 24 hours prior to field crew arrival. | Edit |
| Sunrun Solar | 105 Main St, Raleigh, NC 27601 | permits@sunrun.com 919-555-0144 | SR-2026-88 | Raleigh SLS - NC | BUILDER | Sara Scalice | 2026-08-15 | Elevation certificate required with every survey. | Edit |
| Custom Home Builders LLC | 88 Ocean Ave, Nassau, NY 11501 | info@customhomebuilders.com 516-555-9000 | CHB-44 | Scalice Land Surveying - NY | BUILDER | eobrycki | 2026-07-10 | Net 30 terms. | Edit |