D-00386 · Dealer Referral
Matthew Morris – Commercial – 251107
Matthew Morris
· Werribee VIC 3030 · Install: Yes
Purchased — Review Due $10,347
Pipeline stage
Dealer referralSale and installation confirmed; GES owns the review follow-up
Solar Whiz Commercial — property details
every answer kept- Company name
- Coastline Sports Club
- Building size
- 2853 m²
- Storeys
- 1
- Open / segmented
- Open
- Building purpose
- Factory
- Roof pitch
- 7°
- Roof material
- Metal deck
- Insulation
- None
- Thermostat required
- Yes
- Night kit required
- Yes
- Domestic-unit quantity
- 8
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
- In 2 days
- Stage since
- 288 days
- Lead source
- Quote form
- Quote value
- $10,347.00
- Review
- Not due
Dealer
- Assigned
- EcoRoof Systems
- Outcome
- Awaiting quote
- Last update
- none yet
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 → 11-10
Sent info
11-07
Commercial enquiry