J-1052 — Grant & Ellie Moss

445 E Canyon Rim Rd, Cottonwood Heights, UT · Roofing · setter Dominic · closer Dominic

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07-20 08:30taskautomation — Depreciation follow-up → T-4 for Rachel (Farmers, due 07-22)
07-14 11:05moneyRachel — Deductible collected — $2,500 (check)
07-08 09:12moneyRachel — ACV received — $12,400 (ACH, Farmers)
07-02 02:00automationautomation — qbo.nightly-export → INV-901 exported — lines frozen
07-01 16:40moneyRachel — INV-901 issued — ACV / deductible / depreciation / supplement sequence
06-30 17:10stagesystem — Advanced to Invoiced → Paid — QC pass recorded
06-30 16:30smsSam Otteson (sub) — “Wrapped. 16/16 shots up.” — WO-705 complete
06-20 10:15noteKareem — Supplement filed (+$4,200) — decking; carrier reviewing
Ledger = entity_events. Everything lands here: stage moves w/ gate snapshots, SMS, automations, e-sign, money.

Current stage

Invoiced → Paid 12/1318d

owner: Rachel · Roofing — Insurance