D-00691 · Direct
James Williams – Residential – 250320
James Williams
· Sunshine Coast QLD 4558 · Install: Unknown
Purchased — Review Due $899
Pipeline stage
Direct salesCompletion confirmed; review workflow eligible
Solar Whiz Residential — property details
every answer kept- Area / dimensions
- 134 m²
- Roof material
- Colorbond
- Roof pitch
- 11°
- Sarking / sisalation
- Yes
- Ceiling type
- Plasterboard
- Storeys
- 2
- Replacement air
- Eave vents
- Thermostat required
- Yes
- Night kit required
- No
- 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
No quote yet.
Deal
- Owner
- Kate Wilson
- Follow-up
- In 20 days
- Stage since
- 519 days
- Lead source
- Phone
- Quote value
- $899.00
- 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 → 03-28
Follow-up call
03-20
Residential enquiry