D-00821 · Dealer Referral
Isla Roberts – Commercial – 250311
Isla Roberts
· Shepparton VIC 3630 · Install: Yes
Dealer Contact Due $10,347
Pipeline stage
Dealer referralSix-day customer check pending, dealer response pending
Solar Whiz Commercial — property details
every answer kept- Company name
- Coastline Sports Club
- Building size
- 2783 m²
- Storeys
- 3
- Open / segmented
- Segmented
- Building purpose
- Church
- Roof pitch
- 18°
- Roof material
- Trimdek
- 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
No quote yet.
Deal
- Owner
- Arne Hachmann
- Follow-up
- In 5 days
- Stage since
- 527 days
- Lead source
- Price check
- Quote value
- $10,347.00
- Review
- Not due
Dealer
- Assigned
- Bayside Roofing
- 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 → 03-15
Follow-up call
03-11
Commercial enquiry