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STEP 1: Business Information

Fill Out The Form Below

Full Name *

Personal Phone *

Personal Email *

(Typed Fields)

Business/Legal Name *

Business Structure *

Example: LLC, S-Corp, Sole-Prop/Other)

EIN *

State Registered To Do Business In *

Trade Type *

Roofing / Electrical / Plumbing / HVAC / Concrete / Fencing / General Contractor / Other)

Years in Business *

Point Off Contact *

Enter Here

Business Email *

Business email for monthly KPI report delivery

Do you currently use QuickBooks Online? *

Yes/No

If yes: are you inviting us as an accountant user, or should we set up a new file? *

(Yes, invite / Set up new)

Do you currently have a bookkeeper or CPA? *

(Yes / No)

If yes: their name and contact info *

(for handoff)

Do you currently track job costs in any way, even informally? *

(Yes / No)

If Yes - Upload Here

Attach any existing job cost records (spreadsheet, notes, etc.)"

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

How many active jobs are you running right now? *

(number)

How do you track labor hours? *

Payroll app / Timesheets / Not tracked