D-00278 · Direct
James Williams – Residential – 260724
James Williams
· Bendigo VIC 3550 · Install: No
Weak / Nurture $899
Pipeline stage
Direct salesNo response or low readiness; future re-engagement date set
Solar Whiz Residential — property details
every answer kept- Area / dimensions
- 273 m²
- Roof material
- Zincalume
- Roof pitch
- 12°
- Sarking / sisalation
- Yes
- Ceiling type
- Cathedral
- Storeys
- 2
- Replacement air
- Existing gaps
- Thermostat required
- Yes
- 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
No quote yet.
Deal
- Owner
- Kate Wilson
- Follow-up
- 5 days ago
- Stage since
- 31 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 → 07-24
Residential enquiry
