Daniel and Rachel LeBlanc
Prefers photo-first updates, priority storm contact, and same-day approval requests.
Account summary
Manage the customer relationship from one account screen.
Client management in HQWatchfolio includes contact details, emergency contacts, billing, documents, agreements, and linked properties.
Properties on account
2
Linked homes under this client
Pending approvals
2
Owner decisions currently in play
Active service requests
2
Dispatch or add-on work on the account
Billing plan
Enterprise
Enabled
Linked homes
Property portfolio for this client.
Use property routes for checklist and visit operations while keeping the account layer clean.
Contacts and approvals
Emergency contacts, billing, and decision flow.
This route keeps the customer communication layer clear before the team moves into property or work order detail.
Primary communication
Portal + SMS
Email: owners@seabrooktrust.com
Phone: (555) 201-4400
Billing email: billing@seabrooktrust.com
Stripe: Healthy customer profile
QuickBooks: Weekly sync
Emergency contacts
People HQWatchfolio should contact during urgent issues.
Rachel LeBlanc
Primary decision maker
(555) 201-4401
Mike Turner
Local emergency contact
(555) 804-7741
Drainage correction quote
Approve Greenline Outdoor to correct low-point drainage near the side gate.
$420 · requested Jul 7
Arrival prep request
Turn on lights, set temperature, and complete refrigerator stocking before arrival.
$125 · requested Jul 8
Documents and agreements
Keep account paperwork visible.
Home Watch teams need fast access to agreements, compliance docs, and billing references before dispatching work.
Documents
Reference files linked to the account.
Agreements
Service and operational approvals already on file.