Account Detail — Cadence Block (mobile)

Variant 1 · Active segment (weekly)

9:41

•••📶🔋

‹Accounts

Bayside Marina Co.

1842 Harbor Dr · West Marina District

Visit cadence

Marine Seasonal

Template

Weekly

—

Active segment

Weekly

gap ≤ 10 days · pref 7

Last qualifying

May 13

6 days ago · with staff

Due in 1 day

Approaching

Visit before May 23 to stay within gap.

Recent activity

3 visits · 1 note · 2 photos in last 30 days

Contacts

Maria Hassan (manager), Pete Lin (owner)

Visits

Accounts

Variant 2 · Off-season (no cadence)

9:41

•••📶🔋

‹Accounts

Pelican Bay Marina

412 Coveside Ave · Lakefront

Visit cadence

Marine Seasonal Customized

Off-season

Currently

Off-season

Resumes Jan 1 · Quarterly

Last qualifying

Sep 22

~5 months ago

No expected visits until January.

Account is in off-season per template. No breaches will fire.

Customization

Detached from "Marine Seasonal" template on 2026-04-12 by Donavan.

Notes: "Owner asked for lighter cadence; renovation Jul–Aug."

Visits

Accounts

What this surface answers, at a glance

What cadence is this account on, and where in the year are we?
Is it a template? Customized? Who customized it and why (if customized)?
When was the last qualifying visit and when is the next one due?
Is the account currently in off-season (and when will it wake up)?

Implementation notes

Caret indicator (▾) on the segment ribbon marks where "today" sits in the year.
Off-season variant is visually quiet — the goal is "do nothing, no alert," not engagement-bait.
"Customization" sub-card only renders when template_id IS NULL on the schedule, i.e. detached.
Edit button gates by role — reps see "View details" instead.