New Client Onboarding

New Client Onboarding

Answer a few questions, get an account set up. This will take about 3 mins.
DateTime
Your Name*

First NameLast Name
Your Email*
example@example.com
Please enter the name of the Direct Service Representative who sent you this form:*
How did you hear about us? (Check all that apply)*

ReferralProperty Management ReferralWorked together at a previous businessSaw a van on the roadMet one of your TechniciansReceived a quote for workSearch engine (Google, Bing, etc.)LinkedInFacebookTV AdRadio AdTradeshowOther

Client Billing Preferences*
Client Purchase Order required on invoices?*

Yes*No
* By default, if no PO number is provided, we reference the name of the individual placing the order and the method by which the order was requested (i.e., Joe Smith – Email).
Preferred Billing Method*

Email PDF invoices and statementsUpload invoices to a specific client portal or web based AP processOther, I'll explain below
Send status updates to this email address:*
example@example.com
Send Invoices/ Statements to this email address:*
example@example.com
Deliver invoices and statements as instructed below: *
Explain client invoicing protocols in detail
Preferred Payment Method*

Check*Credit Card*ACH
*If Credit Card or ACH, AR team will reach out directly to billing contact for secure set up.

Service Location(s)*
Service location same as billing location?

YesNo
Service Location*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Upload list of multiple service locations

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In which regions will we typically be serving the client? (check all that apply)*

Greater Houston-Metro areas, Galveston - "Southeast Texas Region"Greater Dallas, Fort Worth, DFW Mid-city areas - "North Texas Region"
If you have locations in other locations that we serve, are you willing to recommend us to your counterparts?*

Sure!I'll get back to you on thisI'm not sure if I have a counterpart to make such a referral toWe do not have locations elsewhere

Vendor Enrollment*
In this section, tell us (Direct Service) what is needed in order to work as a vendor.
Certificate of Insurance (COI) Needed?*

YesNo
List the name and address of the Certificate Holder:*
Other Client-Vendor Enrollment Documents Required?*

YesNo
Upload Other Client-Vendor Enrollment Documents*

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Client Master Service Agreement Required?*

YesNo
Upload Client Master Service Agreement*

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Client site specific safety training required?*

YesNo
Please explain site specific safety training we need to accommodate:*
Safety council certifications, onsite video or classroom training required, yard rules, etc.