Preferred Client Application | Erickson Property Maintenance

Business Information

Tell us about your company.

Business Name *

Business Phone Number *

Business Type *

Years in Business *

Primary Contact

Who should we work with day-to-day?

Primary Contact Name *

Primary Contact Phone Number *

Email *

Title / Role optional

Property Portfolio

What are we maintaining?

Number of Units Owned / Managed *

Primary Property Type * select all that apply

Property / Portfolio Address(es)

Current Vendor(s) if any

Work Order / Vendor Mgmt. System if any

Expected Project Scope

Helps us staff and schedule appropriately.

Expected Project Frequency *

After-Hours Emergency Contact Phone optional

Expected Project Types select all that apply

Documents You'll Need

Select what you need from us — it helps us prep your file in advance.

W-9

Certificate of Insurance (COI)

Upgraded Contract for Restaurants

ACH Authorization

Billing & Payment Preferences

Typical Pay Period *

Number of days, from invoice to payment

Main Payment Method *

Interested in 0% APR financing for qualifying projects

Approval and specific terms depend on property type and a brief credit review. This step only records your interest — please don't include tax ID, banking, or account numbers on this form; our team will collect anything further securely.

I'd like to move forward with Preferred Client onboarding.

I want to be contacted by your team about potential savings, availability, and future service offerings.

Typed Name