D-00556 · Dealer Referral
Amy Wilson – Commercial – 260207
Amy Wilson
· Broome WA 6725 · Install: Yes
Dealer Quote Accepted $10,347
Pipeline stage
Dealer referralAwaiting installation; job visibility retained
Solar Whiz Commercial — property details
every answer kept- Company name
- Apex Manufacturing
- Building size
- 941 m²
- Storeys
- 2
- Open / segmented
- Open
- Building purpose
- Church
- Roof pitch
- 16°
- Roof material
- Trimdek
- Insulation
- Bulk batts
- Thermostat required
- Yes
- Night kit required
- No
- 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 9 days
- Stage since
- 198 days
- Lead source
- Contact form
- Quote value
- $10,347.00
- Review
- Not due
Dealer
- Assigned
- Bayside Roofing
- Outcome
- Quoted
- Last update
- 190 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 → 02-13
File note
02-07
Commercial enquiry