D-00286 · Dealer Referral
Josh Carter – Commercial – 260617
Josh Carter
· Ballarat VIC 3350 · Install: Yes
Won $10,347
Pipeline stage
Dealer referralOutcome recorded
Solar Whiz Commercial — property details
every answer kept- Company name
- Northside Logistics
- Building size
- 2305 m²
- Storeys
- 1
- Open / segmented
- Open
- Building purpose
- Warehouse
- Roof pitch
- 8°
- Roof material
- Colorbond
- Insulation
- Anticon blanket
- Thermostat required
- Yes
- Night kit required
- Yes
- Domestic-unit quantity
- 2
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
- Adrian Cole
- Follow-up
- —
- Stage since
- 66 days
- Lead source
- Quote value
- $10,347.00
- Review
- Requested
Dealer
- Assigned
- Airflow Specialists
- Outcome
- Won
- Last update
- 58 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-10107
- Status
- Paid
- Amount
- $10,347.00
- Paid
- $10,347.00
- Balance
- $0.00
The ledger stays in Xero. The CRM only reflects it — it never becomes the accounting master.
Deal timeline
Full record → 06-21
File note
06-17
Commercial enquiry