Quote Accepted $899
Pipeline stage
Direct salesAcceptance date recorded; payment due
Solar Whiz Residential — property details
every answer kept- Area / dimensions
- 319 m²
- Roof material
- Colorbond
- Roof pitch
- 12°
- Sarking / sisalation
- Yes
- Ceiling type
- Plasterboard
- Storeys
- 1
- Replacement air
- Ceiling 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
- 3 days ago
- Stage since
- 158 days
- Lead source
- Quote form
- 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 → 03-05
SMS reply
03-03
Residential enquiry
