Quote Sent $1,199
Pipeline stage
Direct salesQuote number, date, value and version recorded; follow-up scheduled
Subfloor Ventilation — property details
every answer kept- Subfloor dimensions
- 160 m²
- Presenting issues
- Condensation
- Replacement air
- Vents
- Vent count
- 3
- Partitions present
- No
- Existing ducted system
- No
- Slope
- Sloped
- Storage use
- No
- Terrace house
- No
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
- 6 days ago
- Stage since
- today
- Lead source
- Other
- Quote value
- $1,199.00
- 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 → 08-19
Subfloor enquiry