D-00007 · Direct
Marcus Reilly – Residential – first
Marcus Reilly
· Frankston VIC 3199 · Install: No
Won $899
Pipeline stage
Direct salesSale complete; review process completed or closed
Solar Whiz Residential — property details
every answer kept- Area / dimensions
- 228 m²
- Roof material
- Concrete tile
- Roof pitch
- 24°
- Sarking / sisalation
- Yes
- Ceiling type
- Cathedral
- Storeys
- 2
- Replacement air
- Existing gaps
- Thermostat required
- No
- Night kit required
- No
- Bushfire-rated
- No
- Main heat source
- Split system
Each product range asks a completely different set of questions — and every answer lives on the deal, never flattened into a notes field.
Quotes
No quote yet.
Deal
- Owner
- Kate Wilson
- Follow-up
- —
- Stage since
- 40 days
- Lead source
- Quote form
- Review
- Received
Accounting read-only · Xero
No invoice yet — raised on acceptance.
The ledger stays in Xero. The CRM only reflects it — it never becomes the accounting master.
Deal timeline
Full record → 07-18
Quote request (first)