D-00906 · Dealer Referral
Josh Carter – Residential – 260822
Josh Carter
· Adelaide SA 5000 · Install: Yes
Won $1,349
Pipeline stage
Dealer referralOutcome recorded
Solar Whiz Residential — property details
every answer kept- Area / dimensions
- 98 m²
- Roof material
- Zincalume
- Roof pitch
- 23°
- Sarking / sisalation
- No
- Ceiling type
- Cathedral
- Storeys
- 2
- Replacement air
- Existing gaps
- Thermostat required
- Yes
- Night kit required
- Yes
- Bushfire-rated
- No
- Main heat source
- Wood
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
- —
- Stage since
- today
- Lead source
- Dealer-generated
- Quote value
- $1,349.00
- Review
- Requested
Dealer
- Assigned
- Coastal Breeze Vents
- Outcome
- Won
- Last update
- today ago
The dealer updates status from their own portal — the moment they do, this record moves and their stats recalculate.
Accounting read-only · Xero
- Invoice
- INV-10369
- Status
- Part paid
- Amount
- $1,349.00
- Paid
- $674.50
- Balance
- $674.50
The ledger stays in Xero. The CRM only reflects it — it never becomes the accounting master.
Deal timeline
Full record → 08-22
Residential enquiry