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Senior living community

Briarwick Junction Senior Living · Senior living community · Dayton, OH

Farah Pellegrino is the sales director at Briarwick Junction Senior Living, a 64-apartment senior living community in Dayton, and she uses this to bill each family tour and trial stay, collect signed stay terms and chase what is still unpaid.

Real estateBillingDocuments and e-sign5 tables · 8 views · 2 forms · 1 dimension set · 1 dashboard · 1 document · 1 notification · 1 stage rule set · 1 agent
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Billing board

Tour and stay bills
Draft3
BJ-41275Ravensberg familyTour with lunch
BJ-41278Castellanos-Yoo familyOvernight trial stay
BJ-41281Ketterman familyDiscovery day
Sent6
BJ-41245Castellanos-Yoo familyMove-in planning visit
BJ-41248Aldersgate familyDiscovery day
BJ-41254Brightmoor familyTour with lunch
BJ-41260Sandoval-Achterberg familyOvernight trial stay
BJ-41266Lockhart-Obi familyDiscovery day
1 more
Partly paid3
BJ-41239Fennimore familyWeekend trial stay
BJ-41251Aldersgate familyOne-week respite stay
BJ-41257Brightmoor familyDiscovery day
Overdue5
BJ-41218Ketterman familyOne-week respite stay
BJ-41221Ravensberg familyDiscovery day
BJ-41227Ostrowski-Mbeki familyOvernight trial stay
BJ-41230Tolliver-Nguyen familyDiscovery day
BJ-41233Tolliver-Nguyen familyTour with lunch
Paid10
BJ-41203Vandenhoek familyDiscovery day
BJ-41206Vandenhoek familyWeekend trial stay
BJ-41209Delacroix-Hammond familyTour with lunch
BJ-41212Delacroix-Hammond familyOvernight trial stay
BJ-41215Ketterman familyTour with lunch
5 more

Tables

Tour and stay bills

27 sample rows · 16 columns

Each tour or stay billed to a family: the charge, any discount, what has been paid and what is left.

Bill numberFamilyServiceHosted byVisit dateGuestsCharge
BJ-41281Ketterman familyDiscovery dayPerpetua Baptiste-HollowayOct 5, 20262$170
BJ-41278Castellanos-Yoo familyOvernight trial stayFarah PellegrinoOct 4, 20261$215
BJ-41275Ravensberg familyTour with lunchFarah PellegrinoOct 3, 20261$38
BJ-41272Vandenhoek familyTour with lunchPerpetua Baptiste-HollowayOct 2, 20262$76
BJ-41269Lockhart-Obi familyMove-in planning visitFarah PellegrinoOct 1, 20261$60
BJ-41266Lockhart-Obi familyDiscovery dayFarah PellegrinoSep 29, 20262$170
BJ-41263Sandoval-Achterberg familyTour with lunchPerpetua Baptiste-HollowaySep 26, 20262$76
BJ-41260Sandoval-Achterberg familyOvernight trial stayPerpetua Baptiste-HollowaySep 25, 20261$215
BJ-41257Brightmoor familyDiscovery dayFarah PellegrinoSep 23, 20262$170
BJ-41254Brightmoor familyTour with lunchFarah PellegrinoSep 21, 20263$114
BJ-41251Aldersgate familyOne-week respite stayPerpetua Baptiste-HollowaySep 19, 20261$1,180
BJ-41245Castellanos-Yoo familyMove-in planning visitFarah PellegrinoSep 16, 20262$120

15 more rows

Families

12 sample rows · 12 columns

The families touring the community, who is moving in, who hosts them and what they still owe across their bills.

FamilyMain contactFuture residentPhoneEmailLooking forStage
Aldersgate familyPercival AldersgateHester Aldersgate(937) 555-0173percival.aldersgate@miamivalleypostbox.netAssisted livingTrial stay
Brightmoor familyYolanda BrightmoorEphraim Brightmoor(937) 555-0180yolanda.brightmoor@miamivalleypostbox.netRespiteTouring
Castellanos-Yoo familyMirabel CastellanosHector Castellanos(937) 555-0166mirabel.castellanos@miamivalleypostbox.netIndependent livingTouring
Delacroix-Hammond familyTerrence HammondGenevieve Delacroix(937) 555-0124terrence.hammond@miamivalleypostbox.netAssisted livingDeposit received
Fennimore familyDorothea FennimoreAlistair Fennimore(937) 555-0159dorothea.fennimore@miamivalleypostbox.netMemory careTrial stay
Ketterman familyPriscilla KettermanWalter Ketterman(937) 555-0131priscilla.ketterman@miamivalleypostbox.netMemory careTrial stay
Lockhart-Obi familyChidera ObiWinifred Lockhart(937) 555-0194chidera.obi@miamivalleypostbox.netIndependent livingTouring
Ostrowski-Mbeki familyLindiwe MbekiZbigniew Ostrowski(937) 555-0145lindiwe.mbeki@miamivalleypostbox.netAssisted livingDeposit received
Ravensberg familyJoaquin RavensbergOdette Ravensberg(937) 555-0138joaquin.ravensberg@miamivalleypostbox.netIndependent livingTouring
Sandoval-Achterberg familyImogen AchterbergRaul Sandoval(937) 555-0187imogen.achterberg@miamivalleypostbox.netAssisted livingInquiry
Tolliver-Nguyen familyBao Tolliver-NguyenRosalind Tolliver(937) 555-0152bao.tollivernguyen@miamivalleypostbox.netAssisted livingWent elsewhere
Vandenhoek familyMarisol VandenhoekAnselm Vandenhoek(937) 555-0117marisol.vandenhoek@miamivalleypostbox.netAssisted livingMoved in

Stay agreements

11 sample rows · 12 columns

What each family agrees to before a trial or respite stay, and the bills raised under it.

AgreementFamilyKind of agreementRefundable depositSignatureSigned onStay terms apply from
Aldersgate: respite stay termsAldersgate familyRespite stay terms$500SignedSep 17, 2026Sep 18, 2026
Brightmoor: respite stay termsBrightmoor familyRespite stay terms$500Sent——
Castellanos-Yoo: overnight stay termsCastellanos-Yoo familyOvernight stay terms$150Not sent——
Delacroix-Hammond: overnight stay termsDelacroix-Hammond familyOvernight stay terms$150SignedJul 22, 2026Jul 25, 2026
Fennimore: weekend stay termsFennimore familyWeekend stay terms$300SignedAug 30, 2026Sep 1, 2026
Ketterman: respite stay termsKetterman familyRespite stay terms$500SignedAug 11, 2026Aug 13, 2026
Lockhart-Obi: overnight stay termsLockhart-Obi familyOvernight stay terms$150Sent——
Ostrowski-Mbeki: overnight stay termsOstrowski-Mbeki familyOvernight stay terms$150SignedAug 19, 2026Aug 20, 2026
Ravensberg: weekend stay termsRavensberg familyWeekend stay terms$300Not sent——
Sandoval-Achterberg: overnight stay termsSandoval-Achterberg familyOvernight stay terms$150SignedSep 24, 2026Sep 25, 2026
Vandenhoek: weekend stay termsVandenhoek familyWeekend stay terms$300SignedJul 17, 2026Jul 19, 2026

Fee schedule

6 sample rows · 4 columns

What the community charges per guest for each kind of tour and stay.

ServiceCodeCategoryFee per guest
Tour with lunchBJ-101Tours$38
Discovery dayBJ-102Tours$85
Overnight trial stayBJ-103Stays$215
Weekend trial stayBJ-104Stays$395
One-week respite stayBJ-105Stays$1,180
Move-in planning visitBJ-106Tours$60

Forms and booking

Request a tour

Form
Request a tourThe page on the community website where a family asks to visit.
What family name should the tour be booked under? *
Who is our main contact? *
Which number can we reach you on?
Where should we send the visit details?
What kind of living are you looking at?Independent livingAssisted livingMemory careRespite
Ask for a tour

Bill a visit

Form
Bill a visitWhat the business office fills in after a tour or stay is finished.
What is the bill number? *It starts BJ- and five digits.
Which family was hosted? *
Which tour or stay is being billed? *
Who hosted the visit?
What day did the visit happen? *
How many guests came?
What is the charge? *
Is there a discount to apply?
Save the bill

Dashboards

Billing at a glance

Tour and stay bills
Bills by status
  • Paid10
  • Overdue5
  • Partly paid3
  • Sent6
  • Draft3
Collected by status
  • Paid$1,395
  • Overdue$700
  • Partly paid$735
  • Sent$0
  • Draft$0
Billed by service$6,364

Also included

  • Stay termsDocumentWhat a family signs before a trial or respite stay begins.
  • Billing boardStage rules
  • Bill past dueNotificationAlerts the business office when a family bill goes unpaid beyond its thirty days.

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