Solar Whiz
Solar Whiz
James Williams – Commercial – 260220 Solar Whiz Commercial · Direct
Xero · connected ▤ View as dealer
← Direct Sales
D-00519 · Direct

James Williams – Commercial – 260220

James Williams · Geelong VIC 3220 · Install: No
Won $13,196
Pipeline stage
Direct sales

Sale complete; review process completed or closed

Solar Whiz Commercial — property details
every answer kept
Company name
Northside Logistics
Building size
3346 m²
Storeys
3
Open / segmented
Open
Building purpose
Church
Roof pitch
12°
Roof material
Colorbond
Insulation
Anticon blanket
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
QuoteVerTotalIssued
Q-00158 v1 Accepted $10,886.70 5 Mar 2026 Open →
Deal
Owner
Kate Wilson
Follow-up
Stage since
174 days
Lead source
Contact form
Quote value
$13,196.00
Review
Received
Accounting read-only · Xero
Invoice
INV-10208
Status
Part paid
Amount
$13,196.00
Paid
$6,598.00
Balance
$6,598.00

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

Deal timeline
Full record →
02-28
Sent info
02-20
Commercial enquiry