D-00001 · Direct
James Whitfield – Residential – C01
James Whitfield
· Moorabbin VIC 3189 · Install: No
Won $1,350
Pipeline stage
Direct salesSale complete; review process completed or closed
Solar Whiz Residential — property details
every answer kept- Area / dimensions
- 157 m²
- Roof material
- Colorbond
- Roof pitch
- 33°
- Sarking / sisalation
- No
- Ceiling type
- Cathedral
- Storeys
- 2
- Replacement air
- Eave vents
- Thermostat required
- No
- Night kit required
- No
- Bushfire-rated
- No
- Main heat source
- Wood
Each product range asks a completely different set of questions — and every answer lives on the deal, never flattened into a notes field.
Quotes
Deal
- Owner
- Kate Wilson
- Follow-up
- —
- Stage since
- 48 days
- Lead source
- Quote form
- Quote value
- $1,349.70
- Review
- Received
Accounting read-only · Xero
- Invoice
- INV-10001
- Status
- Paid
- Amount
- $1,349.70
- Paid
- $1,349.70
- Balance
- $0.00
The ledger stays in Xero. The CRM only reflects it — it never becomes the accounting master.
Deal timeline
Full record → 08-07
Moved to Won
08-05
Quote v2 sent (revised)
08-03
Customer asked for night running
Requested night kit; revised quote.
07-24
Quote Q v1 sent
07-10
Residential quote request
Website form — no install needed.