Topic Thread

1.  Customer Information/Credit Application

Posted 09-12-2017 16:58
Does anyone have a form for new customers that they would be willing to share?  I'm looking for something to gather information about the customer, the funding for the job and credit information.

Kim FitzGerald CPA, CGMA, CFE
Brown Builders, Inc.
Bossier City LA
(318) 752-6235

2.  RE: Customer Information/Credit Application

Posted 09-13-2017 10:25
​For GC customers:  The AIA document A305 can be used to gather information on a contractor customer, it's credit and financial status.

For Owner/Developer customer:  A form like the can be used to request information on project financing such as lender set asides, investors etc.

Sean Collins
Credit & Contracts Manager
A. Teichert & Son, Inc.
Sacramento CA
(916) 484-3243