D-00498 · Dealer Referral
Grace Thompson – Residential – 260218
Grace Thompson
· Warrnambool VIC 3280 · Install: Yes
Won $1,349
Pipeline stage
Dealer referralOutcome recorded
Solar Whiz Residential — property details
every answer kept- Area / dimensions
- 154 m²
- Roof material
- Concrete tile
- Roof pitch
- 30°
- Sarking / sisalation
- Yes
- Ceiling type
- Raked
- Storeys
- 2
- Replacement air
- Existing gaps
- Thermostat required
- No
- Night kit required
- No
- 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
- Adrian Cole
- Follow-up
- —
- Stage since
- 178 days
- Lead source
- Quote form
- Quote value
- $1,349.00
- Review
- Requested
Dealer
- Assigned
- Ranges Solar
- Outcome
- Won
- Last update
- 175 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
- Invoice
- INV-10196
- Status
- Paid
- Amount
- $1,349.00
- Paid
- $1,349.00
- Balance
- $0.00
The ledger stays in Xero. The CRM only reflects it — it never becomes the accounting master.
Deal timeline
Full record → 02-26
File note
02-18
Residential enquiry