D-01052 · Dealer Referral
Sam Adams – Commercial – 251014
Sam Adams
· Townsville QLD 4810 · Install: Yes
Won $3,749
Pipeline stage
Dealer referralOutcome recorded
Solar Whiz Commercial — property details
every answer kept- Company name
- Bright Futures P/S
- Building size
- 1454 m²
- Storeys
- 1
- Open / segmented
- Segmented
- Building purpose
- Church
- Roof pitch
- 14°
- Roof material
- Trimdek
- Insulation
- Anticon blanket
- Thermostat required
- Yes
- Night kit required
- Yes
- Domestic-unit quantity
- 6
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
- 304 days
- Lead source
- Phone
- Quote value
- $3,749.00
- Review
- Received
Dealer
- Assigned
- Horizon Solar
- Outcome
- Won
- Last update
- 298 days 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-10439
- Status
- Paid
- Amount
- $3,749.00
- Paid
- $3,749.00
- Balance
- $0.00
The ledger stays in Xero. The CRM only reflects it — it never becomes the accounting master.
Deal timeline
Full record → 10-17
File note
10-14
Commercial enquiry