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
- 202 m²
- Roof material
- Zincalume
- Roof pitch
- 21°
- Sarking / sisalation
- No
- Ceiling type
- Plasterboard
- Storeys
- 1
- Replacement air
- Ceiling vents
- Thermostat required
- No
- Night kit required
- Yes
- Bushfire-rated
- Yes (BAL-29)
- 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
Deal
- Owner
- Kate Wilson
- Follow-up
- In 7 days
- Stage since
- 306 days
- Lead source
- Other
- 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 → 10-19
SMS reply
10-15
Residential enquiry