D-00129 · Direct
Matthew Morris – Residential – 251105
Matthew Morris
· Dubbo NSW 2830 · Install: No
Quote Sent $899
Pipeline stage
Direct salesQuote number, date, value and version recorded; follow-up scheduled
Solar Whiz Residential — property details
every answer kept- Area / dimensions
- 137 m²
- Roof material
- Concrete tile
- Roof pitch
- 25°
- Sarking / sisalation
- Yes
- Ceiling type
- Plasterboard
- Storeys
- 2
- Replacement air
- Existing gaps
- Thermostat required
- No
- Night kit required
- No
- Bushfire-rated
- No
- Main heat source
- Split system
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
- Adrian Cole
- Follow-up
- In 5 days
- Stage since
- 290 days
- Lead source
- Phone
- Quote value
- $899.00
- Review
- Not due
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 → 11-05
Residential enquiry