Medium

Available on

Apple Android Windows

New Customer Information Form Mobile App

Create a customer account fast with the New Customer Information Forms mobile app! The New Customer Information Forms app enables you to easily collect important customer information, such as credit card information, phone number, and purchase and sale history. The app also includes signature capture to acknowledge the agreement and confirm work schedules with the service provider.

For independent contractors, including computer repair technicians, healthcare providers, concierge services and others involved in client services, the easy to use client intake forms app speeds up the new customer set-up process. The app generates new client intake forms anywhere in the field, right in the palm of your hand! Having the ability to generate new customer information forms directly from your smart phone, mobile device or PC simplifies the on-boarding process for new service providers and customers. The new customer information forms app is the perfect client services management tool, offering an easy-to-use interface and a customizable experience.

Instead of filling out lengthy paper copies of customer information forms, or looking for subcontractor agreement forms online, the New Customer Information Form mobile app allows the information to be populated and saved electronically. This app is perfect for house cleaning services, child care providers, concierge services and others who regularly manage customer information forms!

  • Lendlease
  • The Cooperative
  • PG&E
  • Toys R Us
  • Red Bull
  • Mirvac

Take a peek inside the New Customer Information Form Mobile App

Included Features

Our App Builder gives you the power to easily add and remove the ones you want. {{controller.show_all ? 'See included features.' : 'See more features.'}}

  • {{data.title}}

Included Fields

Customize to add, remove, or edit any of the fields below.

  • Ico statictext

    Please complete this form to allow (COMPANY NAME) to create an account and keep records of past work, and to acknowledge the Service Agreement.

  • Ico textbox

    Name

  • Ico textbox

    Phone

  • Ico textbox

    Address

  • Ico textbox

    City

  • Ico dropdown

    State

  • Ico textbox

    Zip Code

  • Ico textbox

    Email Address

  • Ico dropdown

    Invoice Delivery Method

  • Ico statictext

    Approved Payment Methods

  • Ico statictext

    Cash

  • Ico statictext

    Visa/MasterCard

  • Ico statictext

    Check (Accepted with a valid driver’s license)

  • Ico signature

    By Signing, I the above agree to (COMPANY NAME) Service Agremment.

  • Ico signature

    Technician Signature

  • Ico textbox

    Account Number

  • ...and More!

Related Professional Services Apps... and they're all free for GoCanvas subscribers!

App Name

New Customer Form

This new customer form mobile app provides simple new customer forms for service based companies such as dry cleaning, lawn care, and payment services.

This app can easily be used by customer service representatives, business owners, and customers alike. Although this is a simple application form, it still manages to detail all information when serving a new customer. Customer name and contact information is tracked along with product preferences, home information, order forms, and other crm data. Credit card authorizations, automatic payments, and other business forms can also be stored to help speed up POS transactions.

If you found this app interesting, then we also recommend checking out this retailer app and this wholesale app collection of templates.

App Name

School Injury Report - Simple Version

If you're a staff member at a school the School Injury Report Mobile App is perfect for collecting key accident/injury information of a student from a school administrator's mobile device. The app allows you to gather images, key information about the accident, the actual time and date of the child's injury, if any violence was noted, if physical activity was happening and it was an unintentional injury, if there was a serious injuries such as concussions, etc. This mobile application can be easily modified to meet your school needs and meet the appropriate requirement for your school district from elementary school to high school.

App Name

OSHA - Notice of Alleged Safety Violation

"OSHA inspections for occupational safety can reveal health hazards and even imminent danger. This mobile app for the complainant can make work and health hazard reporting easier, using federal OSHA report standards, right from a smartphone or tablet.
This digital form, provided for the assistance of any complainant, is not intended to constitute the exclusive means by which a complaint may be registered with the U.S. Department of Labor. It is a helpful digital tool or employees, subcontractor employees and company safety officers to report occupational safety hazards in the OSHA standard, in order for company representatives to take corrective action.
Prevent physical harm with high standards of workplace safety and by reporting potential hazards. Save, share, send and document hazards with the GoCanvas Cloud. "

App Name

Parking Citation

The Parking Citation mobile app for police departments and parking services professionals makes it possible to generate new parking citations with a smartphone or tablet, eliminating the need for paper tickets for parking violations.

If you want to lighten the load for law enforcement employees and the employees who work in parking lots, try our parking enforcement app that can go anywhere. Instead of carrying around paper ticket books that can be easily lost or damaged, the Park Citation app handles all the details of a parking ticket electronically. To use the app, simply generate a new parking ticket and add the citation number, vehicle license plate number, make, model, tag year, location of the violation, the parking fines due and your comments. This app will help parking enforcement officers and security teams for private parking lots to move more efficiently and be more productive as they do their job.

App Name

Natural Gas - Pipeline Survey

The Natural Gas Pipeline Survey mobile app was designed specifically for the natural gas industry. Instead of using paper surveys to gauge how the public feels about the pipeline and how much they know about pipeline safety procedures, the app generates an electronic survey form using a smartphone or tablet.

Natural gas pipeline surveys are used to measure the community's reaction to and feelings about local pipelines. Natural gas service companies can use these types of surveys to gauge resident satisfaction with the local natural gas industry, and the results can be used to ensure that natural gas transmission doesn't have a negative impact on customer perception. The pipeline company survey can be used before a new transmission pipeline project is developed or prior to pipeline construction to determine how it could impact the neighborhood. It can also be used when developing updated natural gas transmission pipeline safety guidelines and when working with new pipeline operators.

App Name

VA Dem House Race - Political Canvassing Form

This survey is an electronic form of a survey sent out by the Virginia State House of Representatives. The survey itself is a short questionnaire which asks participants to assign a rank of importance to various political issues. Apart from the monetary savings that using a paperless system could provide, this electronic form also allows for greater participation in the survey, especially in segments of the population which might otherwise not have filled out the survey.

App Name

Road Construction and Equipment Tracking

The Road Construction and Equipment Tracking mobile app for construction managers and road crews tracks employee time sheets, construction materials used on the job and the heavy duty and light equipment used during construction projects. Looking for an alternative to paper forms for tracking details of work performed in the construction industry? With the easy to use app, project managers, general contractors and workers can track all the most important details of construction projects from any smartphone or tablet, eliminating the need for paper forms.

When it comes to effective construction management, it pays to handle all the details of construction projects electronically. This app was designed specifically for the construction industry, and allows work crew and project managers to access real time data about the current job from anywhere in the field. Track all the most important details of any building construction job, including the job number, subcontractor names, equipment used and more. The app gives general contractors, project managers and others in the construction industry all they need to effectively carry out any type of design and construction project.

App Name

Apparel Retail Form

This handy apparel retail form mobile app was built for a mobile retail sales associate or sales assistant. Great for department stores, e-commerce sales, local sales, and visual merchandising, this app includes all the necessary details for an apparel retail form.

Specifically, this app allows the user to have a terms and conditions page, a screen for purchase order information, which retail store the apparel is sold to or shipped to, basic sales information, sales tax, a list of sales orders, gross receipts, and finally a summary screen. This application ensures every detail is covered--even style numbers and color numbers for apparel. Customizable for any retail store, this application also does all the calculations for you, making it easier for the sales associate and the customer.

Looking for additional retail mobile apps? Check out this app for retail stores.

More Information


Related Blog Posts