J-1044 — Luis Ortega

77 W Meadowlark Ln, Draper, UT · Roofing · setter Dominic · closer Zach R

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07-20 10:31automationautomation — payments.deposit-invoice → INV-904 created, ACH link sent (xos.link/p/J-1044)
07-20 10:15moneyZach R — Deposit ACH initiated at the table — settlement pending, stage-5 gate stays unmet
07-20 10:02esignLuis Ortega — Contract signed (e-sign) — audit record #ES-2214
07-20 09:30noteZach R — AP-2 run — presented v2 in Present mode, good/better/best
07-17 10:05smsautomation — Color-selection link sent — not started (task T-6 for Colby)
07-16 17:40noteZach R — Estimate v1 presented — customer asked for ridge vent → v2
Ledger = entity_events. Everything lands here: stage moves w/ gate snapshots, SMS, automations, e-sign, money.

Current stage

Signed + deposit 5/104d

owner: Zach R · Roofing — Retail