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When adding a new customer, there is some essential information that you should capture and include in your records. It will serve as your starting point for the initial order and be a point of reference for future transactions. The information should be used to create a service agreement. It’s common for special events to be paid in advance, as well as the first month’s payment for long-term rentals, so don’t forget to collect!
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Information You Need from a New Customer
- Company Name
- Company Address, Phone Number & Email
- Full Name & Contact Information of the Person Placing the Order
- PO (if applicable) OR Project Name
- Site Address
- Full Name & Contact Information of Site Supervisor OR Placement Instructions