Client Onboarding Form
Your Work Email
*
example@example.com
Company Name
*
Company Type
*
General Contractor
Owner
HOA
COA
Property Management
Other
Your Name
*
First Name
Last Name
Your Phone Number
*
Please enter a valid phone number.
Project Name
*
Project Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Billing Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Scope of Work Request
Roof Anchorage Load Testing
Roof Anchorage System Annual Visual Inspections
5-Year Anchorage System Recertification
10-year Anchorage System Recertification
Custom Engineering & Design Support
Industrial Rope Access
Fabrication
Installation
Does your company use a vendor portal for payment or insurance? (Please provide portal name)
*
Is this project federally funded or Prevailing Wages?
*
Does your property receive state funding?
*
Yes
No
Does your property receive HUD funding?
*
Yes
No
Does the property have digital plansets of structural framing available?
*
Yes
No
Does the property have a recent good faith survey on file?
*
Yes
No
Is the property transferring/converting to a different use/occupancy type?
*
What is the year of construction?
*
Has the property had a re-roof within the last 10 years?
*
Yes
No
Have there been any roof cores on the rooftop? (Roof sampling)
*
Yes
No
Current Roofing Company (if applicable)
*
Any roofing warranty on file?
*
Current Landscaping Company?
*
Any landscaper warranty on file?
*
Any known prior damage to the property?
*
Any known prior damage to the fall protection system (if one exists)?
*
Any other comments you would like us to know?
Preferred Contact Method (Email, Call, Text)
Accounts Payable Contact Name:
*
Accounts Payable Contact Phone Number:
*
Please enter a valid phone number.
Accounts Payable Contact Email:
*
example@example.com
Will invoices need to have Lien Waivers/Releases?
*
Yes
No
Any COI Requirements/Additional Insured?
*
OCIP or CCIP Insurance Program?
*
Will a bid bond or payment and performance bond be needed?
*
Submit
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