D-00074 · Dealer Referral
Grace Thompson – Commercial – 251005
Grace Thompson
· Gold Coast QLD 4217 · Install: Yes
Won $3,749
Pipeline stage
Dealer referralOutcome recorded
Solar Whiz Commercial — property details
every answer kept- Company name
- Apex Manufacturing
- Building size
- 922 m²
- Storeys
- 2
- Open / segmented
- Segmented
- Building purpose
- School
- Roof pitch
- 12°
- Roof material
- Metal deck
- Insulation
- Anticon blanket
- Thermostat required
- Yes
- Night kit required
- No
- Domestic-unit quantity
- 8
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
- Arne Hachmann
- Follow-up
- —
- Stage since
- 318 days
- Lead source
- Dealer-generated
- Quote value
- $3,749.00
- Review
- Closed-no review
Dealer
- Assigned
- Summit Roof Systems
- Outcome
- Won
- Last update
- 315 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-10027
- Status
- Paid
- Amount
- $3,749.00
- Paid
- $3,749.00
- Balance
- $0.00
The ledger stays in Xero. The CRM only reflects it — it never becomes the accounting master.
Deal timeline
Full record → 10-08
SMS reply
10-05
Commercial enquiry