D-00010 · Dealer Referral
Gareth Vance – Residential – referral
Gareth Vance
· Kyneton VIC 3444 · Install: Yes
Reclaimed to Direct $1,320
Pipeline stage
Dealer referralDealer unresponsive or customer unhappy — converts to a direct deal with a full audit trail
Solar Whiz Residential — property details
every answer kept- Area / dimensions
- 141 m²
- Roof material
- Terracotta tile
- Roof pitch
- 27°
- Sarking / sisalation
- Yes
- Ceiling type
- Cathedral
- Storeys
- 1
- Replacement air
- Ceiling vents
- Thermostat required
- No
- Night kit required
- Yes
- 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
No quote yet.
Deal
- Owner
- Kate Wilson
- Follow-up
- —
- Stage since
- 45 days
- Lead source
- Quote form
- Review
- Not due
Dealer
- Assigned
- Regional Ventilation Co
- Outcome
- No response
- Last update
- none yet
The dealer updates status from their own portal — the moment they do, this record moves and their stats recalculate.
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 → 08-09
Referral reclaimed to Direct
Reclaimed to Direct (see reclaimed deal) — original referral preserved.
08-07
Customer unhappy — no dealer contact
"Still nobody has called me."
07-14
Referred to Regional Ventilation Co