Solar Whiz
Solar Whiz
Dashboard 27 Aug 2026 · the three questions, answered on load
Xero · connected ▤ View as dealer
1 · What needs action today
by owner

Overdue follow-ups, quotes awaiting a response, open tasks and unassigned enquiries — grouped by who owns them. No export, no five-minute build.

2 · Which referrals are stalled
107 stalled
Isla Roberts · Shepparton
Bayside Roofing · no update for 527 days · Commercial
Luke Evans · Perth
Peninsula Ventilation · no update for 501 days · Lights
Mia Murphy · Brisbane
Ranges Solar · no update for 500 days · Lights
Daniel Cook · Dandenong
CoolAir Distributors · no update for 497 days · Subfloor
Anna Collins · Mildura
Coastal Breeze Vents · no update for 494 days · Subfloor
Chris White · Rockhampton
Bayside Roofing · no update for 489 days · Subfloor

Referrals a dealer has gone quiet on, oldest first, dealer named. One click reclaims to Direct — keeping the audit trail. This is the problem costing GES customers.

3 · Which dealer has the largest workload
active referrals
Bayside Roofing 14
Horizon Solar 13
Northern Solar Vent 13
Skylight & Lights Direct 10
EcoRoof Systems 10
Pacific Vent NZ 8
Reliable Roof Vents 8
TopVent Australia 8

Active referrals per dealer, biggest first — so a lead never lands on a dealer who's already buried.

Recent activity
All activity →
Lights quote request2026-08-25
Adam Anderson
Residential quote request2026-08-25
Mia Murphy
Lights quote request2026-08-25
Tom Hill
A5 · review requested2026-08-25
Aaron Kessler
Price-check follow-up (next day)2026-08-24
Olivia Fenwick
Quote request (second) — matched by email2026-08-23
Marcus Reilly
Chase Regional Ventilation Co — no dealer contact reported2026-08-23
Sarah Donnelly
Confirm install requirement2026-08-22
Caller (Rowville)
Capture email + roof details2026-08-22
Caller (Rowville)
Enquiries by product range
1105 deals
Solar Whiz Residential488
Subfloor Ventilation330
Solar Whiz Lights159
Solar Whiz Commercial128