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 Type*
  
  Commercial, Single Location (business)Commercial, Multiple Locations (business)
- Tax Status*
  
  LiableExempt or Resale Certificate
- Upload Tax Exempt Certificate*
  
  Cancelof
- Requested Payment Terms*
  
  Due Upon InvoiceNet 15Net 30Over Net 30
- *Over Net 30 requires internal approval
- Client Business Name*
  Enter Legal Business Name
- Client Main Phone #*
- Client Business Website
  www.yourbusinesswebsite.com
- Client Segment*
  Choose primary business segment
- Which primary service(s) are anticipated as being used? (check all that apply)*
  
  Client is subject to using any/all services a-la-carteMechanical HVAC service and installationsElectrical service and installationsElectrical Infrared Surveys & InspectionsElectrical exterior lighting night time surveys and routine repairsPlumbing service and installationsPlumbing storm and sewer water jettingPlumbing lift station maintenance or repairGeneral building services and upkeep
- Preferred method(s) for ordering services (check all that apply)*
  
  Call or Text 24/7: 713.434.7328Emailing: dispatch@directteam.comWeb Order: www.directteam.com/order
- Now that we're on your team, put us in your pocket!
  
  Download our Direct Service app now:
  
  Scan the QR Code above, or search "Direct Service" in your preferred app store!
- Primary Billing/ Accounts Payable Point of Contact
  
  First NameLast Name
- Primary Billing/ Accounts Payable Phone
  Please enter a valid phone number.Format: (000) 000-0000.
- Billing Address*
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- 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 same as billing location?
  
  YesNo
- Service Location*
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- Upload list of multiple service locations
  
  Cancelof
- 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
- 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*
  
  Cancelof
- Client Master Service Agreement Required?*
  
  YesNo
- Upload Client Master Service Agreement*
  
  Cancelof
- 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.
- Please verify that you are human*
- Should be Empty: