D-00590 · Dealer Referral
Matthew Morris – Residential – 260116
Matthew Morris
· Frankston VIC 3199 · Install: Yes
Won $1,349
Pipeline stage
Dealer referralOutcome recorded
Solar Whiz Residential — property details
every answer kept- Area / dimensions
- 210 m²
- Roof material
- Concrete tile
- Roof pitch
- 35°
- Sarking / sisalation
- Yes
- Ceiling type
- Raked
- Storeys
- 1
- Replacement air
- Existing gaps
- Thermostat required
- Yes
- Night kit required
- Yes
- Bushfire-rated
- Yes (BAL-29)
- Main heat source
- Ducted gas
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
- Arne Hachmann
- Follow-up
- —
- Stage since
- 207 days
- Lead source
- Other
- Quote value
- $1,349.00
- Review
- Received
Dealer
- Assigned
- TopVent Australia
- Outcome
- Won
- Last update
- 203 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-10238
- 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 → 01-20
File note
01-16
Residential enquiry