D-00956 · Direct
James Williams – Residential – 260514
James Williams
· Mackay QLD 4740 · Install: Yes
Won $1,349
Pipeline stage
Direct salesSale complete; review process completed or closed
Solar Whiz Residential — property details
every answer kept- Area / dimensions
- 178 m²
- Roof material
- Concrete tile
- Roof pitch
- 34°
- Sarking / sisalation
- No
- Ceiling type
- Raked
- Storeys
- 2
- Replacement air
- Eave vents
- Thermostat required
- Yes
- Night kit required
- No
- Bushfire-rated
- No
- 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
- 100 days
- Lead source
- Dealer-generated
- Quote value
- $1,349.00
- Review
- Closed-no review
Accounting read-only · Xero
- Invoice
- INV-10394
- 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 → 05-14
Residential enquiry