Pre-Onboarding Client Questionnaire
Company Name
Business Owner Contact
First Name
Last Name
Job Title
Email
example@example.com
Cell Phone #
Please enter a valid phone number.
Format: (000) 000-0000.
Office Phone #
Please enter a valid phone number.
Format: (000) 000-0000.
Internal HBS Admin
First Name
Last Name
Job Title
Email
example@example.com
Cell Phone #
Please enter a valid phone number.
Format: (000) 000-0000.
Office Phone #
Please enter a valid phone number.
Format: (000) 000-0000.
Company Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
How many project starts did you have last year?
Please Select
1-12
13-24
25-36
37-48
49 - 99
100 plus
What type of PROJECTS do you build?
Custom Homes
Semi - Custom
Spec/Market Homes
Multi - Family
Remodel
Fix and Flip
Other
What Construction Management Software do you currently use, if any?
Upload Company Logo (.png or .jpg if possible)
Browse Files
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Internal User Info
Add Company Users. Do Not Re-Add Primary and/or Secondary Contacts
Add Internal Users (Do Not Include Subs/Vendors)
Accounting software you currently use?
Do you currently use Purchase Orders?
Yes
No
Would you like for your trade partners (Vendors) to be able to log in?
Yes
No
REMOVE
Other
Do you currently use Models or Templates? <<< >>>Do you build from your own library of plans or is each house 100% custom?
Yes
No
If yes, How many Models or Templates do you currently use? <<>>How many different plans do you build from?
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Do you have any internal employees completing tradesmen type work (i.e. drywall, framing, painting, excavating. etc)
Yes
No
What type of foundations do you use?
Slab
Basement
Crawlspace
Other
How do you purchase your framing?
Complete Framing Package w/ Doors & Windows
Complete Framing Package without Doors & Windows
Trusses Purchased Seperately
Trusses Purchased w/Framing Package
Other
How do you purchase your plumbing?
All Inclusive
Material and Labor Separate
Other
How do you purchase your roofing?
All Inclusive
Material and Labor Separate
Other
How do you purchase your electrical?
All Inclusive
Material and Labor Separate
Other
How do you purchase your HVAC?
All Inclusive
Material and Labor Separate
Other
How do you purchase your insulation?
All Inclusive
Material and Labor Separate
Other
How do you purchase drywall?
Labor & Material Included
Labor & Material Separate
Other
How do you purchase interior trim?
Labor & Material Included
Labor & Material Separate
Other
How do you purchase painting?
Labor and Material Included
Labor and Material Separate
Other
How do you purchase flooring?
Labor and Material Included
Labor and Material Separate
Other
How do you buy cabinets and countertops?
Cabinet Labor and Material Separate
Cabinet Labor and Material Included
Countertops are Installed by Cabinet Vendor
Cabinet and Countertop Vendors are Separate
Other
How do you purchase landscaping?
Labor and Material Included
Labor and Material Separate
Other
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Vendor Information
Fill in Trade Partner Information or Upload Spreadsheet
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Manually Add Vendor Info Here
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Any other information you would like to share?
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