Get New Customer Set Up Form

Filling out the New Customer Set Up Form online is a straightforward process designed to ensure accurate information is captured efficiently. This guide provides step-by-step instructions to help users navigate through each section of the form with ease.

Follow the steps to fill out the New Customer Set Up Form online effectively.

1. Press the ‘Get Form’ button to access the form and open it in your preferred editor.
2. Complete the account number and site ID assigned fields if applicable.
3. Select the account type by checking one of the provided options: CMA – Env & Compliance, CMA Compliance Only, CMA – Env Only, or Non-CMA Env/Other.
4. Input the setup date to indicate when the account setup should occur.
5. Specify the service requested and the corresponding date for this service.
6. Identify the Crandall salesperson associated with your account.
7. Fill in the company name and billing contact name for your records.
8. Provide an email address for billing correspondence.
9. Enter the billing address, including the state, city, and zip code.
10. Add the web address related to your company.
11. Include the accounting phone number and fax number for billing inquiries.
12. Provide the business phone and fax number.
13. Indicate whether a purchase order is required by selecting yes or no; if yes, provide the blanket PO number.
14. Move to the site information section and fill in the company name, site address, city, state, and zip.
15. Add the site county and site phone number, as well as the EPA ID number if applicable.
16. For contacts, fill in the details for contact name 1, including their phone, position/title, email, and cell number.
17. If applicable, include details for contact name 2 in the same manner.
18. Use the notes/comments section to add any additional information that may be relevant to your setup.
19. Finally, review all entered information for accuracy. Then, you may save changes, download, print, or share the completed form.

Begin completing the New Customer Set Up Form online to ensure your account is set up correctly.