New Customer Information Form

Form Template

The New Customer Information Forms mobile app provides a simple way to create new client forms from anywhere in the field.

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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 New Customer form 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 template allows the information to be customized, populated and saved electronically. The customer details app is perfect for house cleaning services, child care providers, concierge services and others who regularly manage customer information forms!

GoCanvas has all the customer service management forms you've been looking for, including capture client information forms!

  • Signature Capture
  • Submission Editing
  • Reference Data
  • Dispatch
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  • iPhone
  • iPad
  • Android
  • Windows
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  • Quickbooks
  • Salesforce
  • Google Docs
  • Dropbox
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Don't take our word for it...

“I’m not a tech guy and I was able to pick this thing up in probably an hour, and actually start to build apps. I’ve done them over lunch when I’ve gotten frustrated with a process that didn’t exist in our company. So for non tech people who’ve got a problem, the support here is awesome and I’d recommend it to anybody, not just in our industry.”

Dave Kramer, PennLine Service

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