Solar Whiz
Solar Whiz
Josh Carter – Residential – 250921 Solar Whiz Residential · Direct
Xero · connected ▤ View as dealer
← Direct Sales
D-00367 · Direct

Josh Carter – Residential – 250921

Josh Carter · Townsville QLD 4810 · Install: No
Won $899
Pipeline stage
Direct sales

Sale complete; review process completed or closed

Solar Whiz Residential — property details
every answer kept
Area / dimensions
315 m²
Roof material
Terracotta tile
Roof pitch
31°
Sarking / sisalation
No
Ceiling type
Raked
Storeys
1
Replacement air
Existing gaps
Thermostat required
No
Night kit required
No
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
QuoteVerTotalIssued
Q-00114 v1 Accepted $988.90 27 Sep 2025 Open →
Deal
Owner
Adrian Cole
Follow-up
Stage since
332 days
Lead source
Contact form
Quote value
$899.00
Review
Received
Accounting read-only · Xero
Invoice
INV-10150
Status
Paid
Amount
$899.00
Paid
$899.00
Balance
$0.00

The ledger stays in Xero. The CRM only reflects it — it never becomes the accounting master.

Deal timeline
Full record →
09-22
Follow-up call
09-21
Residential enquiry