Auto-classified Commercial
More than 3 domestic-sized units at a non-private property → classified Commercial under the GES rule, not Residential. The system did this on intake.
D-C03 · Direct
Bright Futures P/S – Commercial – C03
Margaret Ellis
· Ballarat VIC 3350 · Install: Yes
Quote Sent $14,516
Pipeline stage
Direct salesQuote number, date, value and version recorded; follow-up scheduled
Solar Whiz Commercial — property details
every answer kept- Company name
- Bright Futures Primary School
- Building size
- 1448 m²
- Storeys
- 2
- Open / segmented
- Open
- Building purpose
- School
- Roof pitch
- 6°
- Roof material
- Trimdek
- Insulation
- Anticon blanket
- Thermostat required
- Yes
- Night kit required
- No
- Domestic-unit quantity
- 4
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
- Arne Hachmann
- Follow-up
- 2 days ago
- Stage since
- 30 days
- Lead source
- Phone
- Quote value
- $14,515.60
- 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 → 08-09
Quote sent — 4× SWC2100
07-28
Auto-classified Commercial
More than 3 domestic units at a non-private property (school) → Commercial under the GES rule.
07-28
Phone enquiry — school, 4 units
Four domestic-sized units across classroom blocks.