Landscaping & seasonal · engaged

Jorge

Garden waste removal · yard clean-up · seasonal recurring · full surname + business details TBD

🔴 RED · 47/100 Engaged · recurring

First-pass signal · 🔴 RED · Score 47/100

The most interesting combo on the board: 🔴 RED first-pass signal × Engaged-recurring status. We trust Jorge — that's the green Lead axis (recurring engagement is the highest-confidence signal a contractor can carry). But the record itself is dangerously thin: no surname, no business name, no phone, no website. If the paper-invoice stack disappears, we lose the relationship. The aggregate signal is the urgency cue: scan the 15-20 invoices now and capture his identity before the data-loss risk materialises.

● BBB 25 · pending ● Entity 20 · sole-prop (normal for trade) ● Lead 20 · recurring engagement ✓ ● Web 15 · no website ● Phone 10 · not captured ● Name 10 · first name only

⚠ Invoice backlog — 15-20 hand-written invoices pending scan-in

Dan has 15-20 paper invoices from Jorge stacked up that need ingesting. Workflow:

Snap photos of each invoice (front + back if relevant)
Run ~/bin/pa_receipt_ingest.py to OCR + structure → JSON
Each invoice becomes one service log entry on this record
Cross-reference with whichever property/asset the work was on (driveway, lawn, gates, etc.)
From the invoice sweep we'll capture: Jorge's full name, business name (if any), phone, payment method history, typical rate per visit, frequency

Until the ingest happens, this record is a stub — engaged status is asserted from Dan's verbal "recurring contractor", details come from the paper trail.

Name

Jorge (surname + business name TBD on first invoice scan)

Services offered

Garden waste removal · yard clean-up (seasonal, end-of-season heavy push) · likely more captured from invoices

Phone

TBD — capture from invoice headers

Status

Engaged · recurring — Dan's go-to for landscape clean-up at New Hope

Engagement history

15-20 invoices in physical hand · scan-in pending. Frequency + rate cadence emerges from the historical record.

Quoting today

21 May 2026 — fresh quote in flight for current season's garden waste removal. Outcome to log here as the first new entry.

Current + recurring engagements

Garden waste removal: ad-hoc + scheduled. Quote in flight 21 May 2026.
End-of-season yard clean-up: seasonal, autumn-heavy. Leaf clearance + cutback + debris haul.
Spring opening: if Jorge covers this too — capture from invoice history.

Service log

Empty — populates from the invoice scan sweep. Each invoice → one entry: date, work performed, amount, payment method. Aim: full historical record reconstructed in chronological order from the paper trail.