• Apple

    iPhone, iPad

  • Android


  • Windows

    Windows Desktop

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

Want to learn more about Canvas?

Request a Demo Take a Tour

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.'}}

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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!

See it in Action

  • Android: New Customer Information Form Mobile App (Example 1)
  • Android: New Customer Information Form Mobile App (Example 2)

Get Started Today!

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