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They signed.

Set up Tom Brandt as a customer. Everything below is filled from the lead; correct what changed at the table.

Back to the lead

Signing

The account, the building, the paperwork

Who signed

Customer type

Account owner

Name

Business name

Phone

Prefers

The property

Say who signed first.

Repair tickets will be raised against this building.

Property name

'Home', 'Building C', 'Warehouse 3'.

Building type

Street Address

City

State

Zip

Roof type

Stories

Squares

Roof installed (year)

Gate code

Roof access

The signed document

The property first.

Signed document

PDF, Word, or a photo of the signature page. Up to 30 MB.

Document type

Title

Signed on

Contract value

Terms & approvals

The document first.

Payment terms

Deposit (%)

Auto-approve repairs up to

Repairs at or under this amount are scheduled without asking. Blank means every job needs approval.

Not to exceed

Requires a PO number

Standing PO number

Tax exempt

Billing

The terms first.

Billing contact

Billing email

Billing phone

Bill to the property address

Billing street address

City

State

Zip

Referral pay

Choose who referred this lead. Their listed rate will be added to the next payroll period when this lead becomes a customer.

Referral recipient

A note for the office

Note

No Connection

Front Range Roofing Co.

They signed.

The account, the building, the paperwork