Solar Whiz
Solar Whiz
Josh Carter – Residential – 260125 Solar Whiz Residential · Direct
Xero · connected ▤ View as dealer
← Direct Sales
D-00022 · Direct

Josh Carter – Residential – 260125

Josh Carter · Brisbane QLD 4000 · Install: No
Won $899
Pipeline stage
Direct sales

Sale complete; review process completed or closed

Solar Whiz Residential — property details
every answer kept
Area / dimensions
167 m²
Roof material
Colorbond
Roof pitch
29°
Sarking / sisalation
No
Ceiling type
Raked
Storeys
1
Replacement air
Ceiling vents
Thermostat required
No
Night kit required
No
Bushfire-rated
No
Main heat source
Ducted gas

Each product range asks a completely different set of questions — and every answer lives on the deal, never flattened into a notes field.

Quotes
QuoteVerTotalIssued
Q-00009 v1 Accepted $988.90 1 Feb 2026 Open →
Deal
Owner
Kate Wilson
Follow-up
Stage since
209 days
Lead source
Phone
Quote value
$899.00
Review
Requested
Accounting read-only · Xero
Invoice
INV-10007
Status
Part paid
Amount
$899.00
Paid
$449.50
Balance
$449.50

The ledger stays in Xero. The CRM only reflects it — it never becomes the accounting master.

Deal timeline
Full record →
01-26
SMS reply
01-25
Residential enquiry