D-00875 · Dealer Referral
Emma Baker – Residential – 250928
Emma Baker
· Dandenong VIC 3175 · Install: Yes
Dealer Follow-up $1,349
Pipeline stage
Dealer referralDealer owns the quotation; GES monitors both sides
Solar Whiz Residential — property details
every answer kept- Area / dimensions
- 144 m²
- Roof material
- Zincalume
- Roof pitch
- 16°
- Sarking / sisalation
- No
- Ceiling type
- Plasterboard
- Storeys
- 2
- Replacement air
- Existing gaps
- Thermostat required
- No
- 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
- Adrian Cole
- Follow-up
- In 14 days
- Stage since
- 318 days
- Lead source
- Quote value
- $1,349.00
- Review
- Not due
Dealer
- Assigned
- EcoRoof Systems
- Outcome
- Awaiting quote
- Last update
- 313 days ago
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 → 10-06
File note
09-28
Residential enquiry