D-00290 · Dealer Referral
David Cooper – Residential – 251110
David Cooper
· Gold Coast QLD 4217 · Install: Yes
Won $1,349
Pipeline stage
Dealer referralOutcome recorded
Solar Whiz Residential — property details
every answer kept- Area / dimensions
- 164 m²
- Roof material
- Concrete tile
- Roof pitch
- 35°
- Sarking / sisalation
- No
- Ceiling type
- Cathedral
- Storeys
- 2
- Replacement air
- Existing gaps
- Thermostat required
- No
- Night kit required
- Yes
- 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
No quote yet.
Deal
- Owner
- Adrian Cole
- Follow-up
- —
- Stage since
- 274 days
- Lead source
- Price check
- Quote value
- $1,349.00
- Review
- Received
Dealer
- Assigned
- Pacific Vent NZ
- Outcome
- Won
- Last update
- 268 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-10109
- Status
- Overdue
- Amount
- $1,349.00
- Paid
- $0.00
- Balance
- $1,349.00
The ledger stays in Xero. The CRM only reflects it — it never becomes the accounting master.
Deal timeline
Full record → 11-10
Residential enquiry