Quote Sent $899
Pipeline stage
Direct salesQuote number, date, value and version recorded; follow-up scheduled
Solar Whiz Residential — property details
every answer kept- Area / dimensions
- 229 m²
- Roof material
- Zincalume
- Roof pitch
- 26°
- Sarking / sisalation
- No
- Ceiling type
- Raked
- Storeys
- 1
- Replacement air
- Eave vents
- 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
- In 2 days
- Stage since
- 137 days
- Lead source
- Quote form
- 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 → 04-18
Follow-up call
04-10
Residential enquiry