D-00464 · Dealer Referral
Matthew Morris – Residential – 251128
Matthew Morris
· Toowoomba QLD 4350 · Install: Yes
Dealer Follow-up $1,349
Pipeline stage
Dealer referralDealer owns the quotation; GES monitors both sides
Solar Whiz Residential — property details
every answer kept- Area / dimensions
- 174 m²
- Roof material
- Zincalume
- Roof pitch
- 12°
- Sarking / sisalation
- Yes
- Ceiling type
- Cathedral
- Storeys
- 1
- Replacement air
- Ceiling vents
- Thermostat required
- No
- Night kit required
- Yes
- Bushfire-rated
- No
- 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
No quote yet.
Deal
- Owner
- Kate Wilson
- Follow-up
- 5 days ago
- Stage since
- 253 days
- Lead source
- Quote form
- Quote value
- $1,349.00
- Review
- Not due
Dealer
- Assigned
- Pacific Vent NZ
- Outcome
- Awaiting quote
- Last update
- 250 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 → 11-28
Residential enquiry