D-00264 · Dealer Referral
Sam Adams – Residential – 251218
Sam Adams
· Cairns QLD 4870 · Install: Yes
Purchased — Review Due $1,349
Pipeline stage
Dealer referralSale and installation confirmed; GES owns the review follow-up
Solar Whiz Residential — property details
every answer kept- Area / dimensions
- 131 m²
- Roof material
- Concrete tile
- Roof pitch
- 19°
- Sarking / sisalation
- Yes
- Ceiling type
- Plasterboard
- Storeys
- 2
- Replacement air
- Ceiling vents
- Thermostat required
- No
- Night kit required
- No
- 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
No quote yet.
Deal
- Owner
- Kate Wilson
- Follow-up
- In 16 days
- Stage since
- 245 days
- Lead source
- Price check
- Quote value
- $1,349.00
- Review
- Not due
Dealer
- Assigned
- EcoRoof Systems
- Outcome
- Awaiting quote
- Last update
- none yet
The dealer updates status from their own portal — the moment they do, this record moves and their stats recalculate.
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 → 12-24
Sent info
12-18
Residential enquiry
