D-00054 · Direct
James Williams – Residential – 251224
James Williams
· Frankston VIC 3199 · Install: Unknown
Won $899
Pipeline stage
Direct salesSale complete; review process completed or closed
Solar Whiz Residential — property details
every answer kept- Area / dimensions
- 167 m²
- Roof material
- Colorbond
- Roof pitch
- 17°
- Sarking / sisalation
- Yes
- Ceiling type
- Cathedral
- Storeys
- 1
- Replacement air
- Existing gaps
- Thermostat required
- No
- Night kit required
- Yes
- 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
Deal
- Owner
- Arne Hachmann
- Follow-up
- —
- Stage since
- 235 days
- Lead source
- Other
- Quote value
- $899.00
- Review
- Received
Accounting read-only · Xero
- Invoice
- INV-10019
- Status
- Paid
- Amount
- $899.00
- Paid
- $899.00
- Balance
- $0.00
The ledger stays in Xero. The CRM only reflects it — it never becomes the accounting master.
Deal timeline
Full record → 12-25
SMS reply
12-24
Residential enquiry