D-00810 · Dealer Referral
James Williams – Residential – 260326
James Williams
· Adelaide SA 5000 · Install: Yes
Purchased — Review Due $1,349
Pipeline stage
Dealer referralSale and installation confirmed; GES owns the review follow-up
Solar Whiz Residential — property details
every answer kept- Area / dimensions
- 180 m²
- Roof material
- Terracotta tile
- Roof pitch
- 25°
- Sarking / sisalation
- Yes
- Ceiling type
- Plasterboard
- Storeys
- 2
- Replacement air
- Eave vents
- Thermostat required
- Yes
- Night kit required
- Yes
- Bushfire-rated
- No
- Main heat source
- Split system
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
- Arne Hachmann
- Follow-up
- In 19 days
- Stage since
- 146 days
- Lead source
- Price check
- Quote value
- $1,349.00
- Review
- Not due
Dealer
- Assigned
- Northern Solar Vent
- Outcome
- Awaiting quote
- Last update
- none yet
The dealer updates status from their own portal — the moment they do, this record moves and their stats recalculate.
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 → 04-02
Follow-up call
03-26
Residential enquiry