D-00619 · Direct
Zoe Nguyen – Residential – 260726
Zoe Nguyen
· Ballarat VIC 3350 · Install: Unknown
Won $899
Pipeline stage
Direct salesSale complete; review process completed or closed
Solar Whiz Residential — property details
every answer kept- Area / dimensions
- 210 m²
- Roof material
- Concrete tile
- Roof pitch
- 34°
- Sarking / sisalation
- No
- Ceiling type
- Plasterboard
- Storeys
- 2
- Replacement air
- Existing gaps
- Thermostat required
- No
- Night kit required
- Yes
- Bushfire-rated
- No
- 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
Deal
- Owner
- Kate Wilson
- Follow-up
- —
- Stage since
- 16 days
- Lead source
- Quote form
- Quote value
- $899.00
- Review
- Closed-no review
Accounting read-only · Xero
- Invoice
- INV-10250
- Status
- Paid
- Amount
- $899.00
- Paid
- $899.00
- Balance
- $0.00
The ledger stays in Xero. The CRM only reflects it — it never becomes the accounting master.
Deal timeline
Full record → 08-03
SMS reply
07-26
Residential enquiry