Topic Thread

1.  Customer Information/Credit Application

Posted 7 days ago
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.

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Kim FitzGerald CPA, CGMA, CFE
CFO
Brown Builders, Inc.
Bossier City LA
(318) 752-6235
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2.  RE: Customer Information/Credit Application

Posted 6 days ago
​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 http://www.jryanbonding.com/forms/Funding%20Letter%2008.pdf can be used to request information on project financing such as lender set asides, investors etc.

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