D-00673 · Direct
Adam Anderson – Commercial – 251209
Adam Anderson
· Ballarat VIC 3350 · Install: Yes
Quote Sent $7,048
Pipeline stage
Direct salesQuote number, date, value and version recorded; follow-up scheduled
Solar Whiz Commercial — property details
every answer kept- Company name
- Bright Futures P/S
- Building size
- 2564 m²
- Storeys
- 1
- Open / segmented
- Segmented
- Building purpose
- Sports facility
- Roof pitch
- 18°
- Roof material
- Colorbond
- Insulation
- Anticon blanket
- 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
Deal
- Owner
- Kate Wilson
- Follow-up
- In 20 days
- Stage since
- 251 days
- Lead source
- Quote value
- $7,048.00
- 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 → 12-10
SMS reply
12-09
Commercial enquiry