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Your Full Name
Customer First Name
Customer Last Name
Street Address
City
State
Zip Code
Product Category
Basement
Bathroom
Garage
Solar
Measure Date
Promised Install Date
Total Contract Amount
Discounts - Paperwork & Pricing Must Match
Deposit Amount
Deposit Receipt
Date of Next Deposit
Financing?
Yes
No
Financing Details
Financing Time Out Date (If Applicable)
Lead Source
Scope of Work
Production Timeline Notes
Special Homeowner Notes
Please upload your intake forms below as a zip file. All forms must be titled as follows: "Customer Last Name – City – POS". Forms to be included in the zip folder are: Survey and Closing Sheet, Pricing and Commission Sheet, Financing Application and Cert for the Bank that was used, Copy of the Check and Deposit Slip, Contract and Consumers Rights Paperwork
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