New Project Form
Information needed for new projects of any size
Customer Information
This is for the contract contact info and will also be used for billing
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Billing Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Write any special requests from the client that we need to know about for invoicing. For example: let us know if they need a mailed copy of the invoice.
Bank Loan Information
This is all optional. If there is a bank then this info is needed for contracting, pre-lien info and billing.
Bank Name
Bank Contact
First Name
Last Name
Email
example@example.com
Bank Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Bank Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
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Project Information
This is the info for the project. This will be used to setup in Premier and Miter & also will go into the contract.
Project Name
*
This is the project name in the google drive and in Company Cam without the project number.
Project Number
This would be the project number that matches the GDrive and would be in Company Cam and Premier. If you do not know it leave it blank.
Project Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Project APN
What type of Contact does the client want?
*
Fixed Fee (Requires estimate attachments)
Cost Plus Fee (Requires estimate attachments)
Design Build (Requires estimate attachments)
Dock Maintenance
Building Maintenance
Other
Is this an addition to an existing client?
*
Yes
No
Scope of Work
*
This is the scope of work for the client and will be in the contract with the client
Start Date Promised
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Make sure this is at least 2 days after filling this form out.
Total Contract Value
Upload estimate that was sent and approved by the client.
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Project Costs &Co st Codes
These are the project costs. This does NOT go to the client but we need for inputting costs into Premier. This will also be used for what is needed in Premier and in Miter
Upload Excel Estimate that you created the customer estimate from
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What Actives are needed in Miter for the self performed items?
*
Submitted By:
*
Nicko
Aaron
Dave
Jack R
Jack W
Mark
Candee
Eden
Other
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