On Boarding info

What is your business structure? *

Legal Business entity name?*

What is your business EIN?*

Any DBA's you operate under?*

Do you sell retail or Wholesale materials? If so do you sell to contractors and homeowners?*

What was your total revenue per year for the last three years?*

Do you have insurance and workers comp?*

What sources of income do you have please list example (Wood, Vinyl, Chainlink, Aluminum, Steel, Decks, Docks, Pergolas, Gate Automations, Temp Fence, *

What is your average material percentage cost per job if you know it best guess?*

How many in house crews do you have?*

What are the names and postitions and pay rates of your in house crews?*

How many Subs do you use, what is there pay scale?*

How many work days do your crews work on average per week?*

Do you have any yard or shop personel? What is their pay rate and average hours per week?*

Do you lease you building? what is the payment?*

List all of your company owned vehicles, year, model, truck number or nickname?*

List all of your equipment owned by the company year, model, unit number or nickname? Equipment valued over $5,000 only.*

List all monthly reocurring overhead bills IE: untilities, phone, internet, insurance, trash, advertising, fuel (per vehicle if you have it?*

List all non-direct team members, (office personnel, sales, management, yourself) please provide name and annual salary gross.*

Estimate your average vehicle repair cost per monthly or annually?*

Estimate your average equipment repair cost monthly or annually?*

List any current team member benefits and esitmated cost?*

Do you use QuickBooks*

Yes onlineYes desktopNo

Tell our team your story? What do you feel you need the most help on?*

What are your 2024 goals, be specific.*

Name*

First NameLast Name

Upload your Logo*

Email*

example@example.com

Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Phone Number*

Please enter a valid phone number.

Signature*

On Boarding information