Quote Accepted $1,349
Pipeline stage
Direct salesAcceptance date recorded; payment due
Solar Whiz Residential — property details
every answer kept- Area / dimensions
- 276 m²
- Roof material
- Terracotta tile
- Roof pitch
- 32°
- Sarking / sisalation
- No
- Ceiling type
- Cathedral
- Storeys
- 2
- Replacement air
- Existing gaps
- Thermostat required
- Yes
- 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
- Adrian Cole
- Follow-up
- In 20 days
- Stage since
- 28 days
- Lead source
- Dealer-generated
- Quote value
- $1,349.00
- Review
- Not due
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 → 07-17
Sent info
07-15
Residential enquiry