D-00372 · Dealer Referral
Chloe Harris – Residential – 260112
Chloe Harris
· Shepparton VIC 3630 · Install: Yes
Dealer Quote Accepted $1,349
Pipeline stage
Dealer referralAwaiting installation; job visibility retained
Solar Whiz Residential — property details
every answer kept- Area / dimensions
- 220 m²
- Roof material
- Terracotta tile
- Roof pitch
- 19°
- Sarking / sisalation
- Yes
- Ceiling type
- Cathedral
- Storeys
- 2
- Replacement air
- Existing gaps
- Thermostat required
- Yes
- Night kit required
- No
- 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
- Kate Wilson
- Follow-up
- In 9 days
- Stage since
- 215 days
- Lead source
- Dealer-generated
- Quote value
- $1,349.00
- Review
- Not due
Dealer
- Assigned
- Reliable Roof Vents
- Outcome
- Quoted
- Last update
- 210 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
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 → 01-13
SMS reply
01-12
Residential enquiry