Quote Sent $899
Pipeline stage
Direct salesQuote number, date, value and version recorded; follow-up scheduled
Solar Whiz Residential — property details
every answer kept- Area / dimensions
- 222 m²
- Roof material
- Terracotta tile
- Roof pitch
- 32°
- Sarking / sisalation
- Yes
- Ceiling type
- Cathedral
- Storeys
- 1
- Replacement air
- Eave vents
- Thermostat required
- No
- Night kit required
- Yes
- 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
- In 12 days
- Stage since
- 305 days
- Lead source
- Dealer-generated
- Quote value
- $899.00
- Review
- Not due
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 → 10-24
SMS reply
10-23
Residential enquiry