D-00040 · Dealer Referral
Matthew Morris – Residential – 251014
Matthew Morris
· Warrnambool VIC 3280 · Install: Yes
Won $1,349
Pipeline stage
Dealer referralOutcome recorded
Solar Whiz Residential — property details
every answer kept- Area / dimensions
- 260 m²
- Roof material
- Terracotta tile
- Roof pitch
- 15°
- Sarking / sisalation
- Yes
- Ceiling type
- Plasterboard
- Storeys
- 1
- Replacement air
- Ceiling vents
- Thermostat required
- Yes
- 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
- 297 days
- Lead source
- Phone
- Quote value
- $1,349.00
- Review
- Requested
Dealer
- Assigned
- Pacific Vent NZ
- Outcome
- Won
- Last update
- 289 days ago
The dealer updates status from their own portal — the moment they do, this record moves and their stats recalculate.
Accounting read-only · Xero
- Invoice
- INV-10016
- Status
- Part paid
- Amount
- $1,349.00
- Paid
- $674.50
- Balance
- $674.50
The ledger stays in Xero. The CRM only reflects it — it never becomes the accounting master.
Deal timeline
Full record → 10-21
File note
10-14
Residential enquiry