Won $1,349
Pipeline stage
Direct salesSale complete; review process completed or closed
Solar Whiz Residential — property details
every answer kept- Area / dimensions
- 154 m²
- Roof material
- Zincalume
- Roof pitch
- 20°
- Sarking / sisalation
- No
- Ceiling type
- Plasterboard
- Storeys
- 1
- Replacement air
- Ceiling vents
- Thermostat required
- No
- Night kit required
- No
- Bushfire-rated
- Yes (BAL-29)
- 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
Deal
- Owner
- Kate Wilson
- Follow-up
- —
- Stage since
- 318 days
- Lead source
- Quote form
- Quote value
- $1,349.00
- Review
- Closed-no review
Accounting read-only · Xero
- Invoice
- INV-10386
- Status
- Paid
- Amount
- $1,349.00
- Paid
- $1,349.00
- Balance
- $0.00
The ledger stays in Xero. The CRM only reflects it — it never becomes the accounting master.
Deal timeline
Full record → 10-02
Follow-up call
09-27
Residential enquiry