ValtisDesk

Drywall supply credit application

Drywall and acoustical contractors buy by the job, and suppliers often stock material floor by floor, so the account and the job details need to be right before the first delivery. Here is what the application usually asks for, where the paper version slows down, and how to take it online.

See it online with your name Free PDF template
What drywall and wallboard suppliers ask for

Not every company asks for all of them, and some vary by state or city.

01
Job detailsThe project, address and general contractor for each job.
02
Stocking instructionsWhich floors or rooms material is stocked to, and who on site may sign.
03
Authorized buyersForemen and office staff allowed to order.
04
Tax exemptionCertificates for exempt projects where they apply.
The core of every application

Whatever the trade, a commercial credit application comes down to the same six things.

01
The businessLegal name, trade name, EIN, entity type, years in business, address and phone.
02
The principalThe owner or officer who signs, with their contact details.
03
A personal guaranteeOften required for newer or smaller accounts, signed separately from the application.
04
Trade referencesUsually three suppliers who already sell to the applicant on terms and can say how they pay.
05
The credit requestExpected monthly purchases and the credit line they are asking for.
06
Signed termsYour payment terms, late charges and credit check authorization, signed and dated.
Where it slows down

01
The schedule is the GC'sWhen the general contractor moves the board date up, the account has to be open already.
02
References are other suppliersThey answer when they can, which is rarely the same day.
Online with Valtis Desk

Valtis Desk takes the core of the application online and emails the trade references for you. Items specific to your trade, like a license or job details, you collect at account setup as you do today.

01
Your branded linkvaltisdesk.com/apply/your-name with your logo and color, on your website, invoices, email signature or a QR code at the counter.
02
The applicant applies on their phoneBusiness details, the principal, an optional personal guarantee, three trade references, and a signature drawn or typed on screen.
03
References answer in one tapThe moment the application is signed, each reference gets an email with a short form. No login, no PDF, no phone call.
04
You decide with the whole fileWhen the last reference answers you get the audit PDF by email, then approve or decline and set the credit line and terms.
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Questions

Do we see when each reference answered?

Yes. You see who has answered and when, and can nudge anyone who is slow.

Does the audit PDF show the signature details?

Yes: the time, IP address and device of the signature, and a SHA-256 hash so any later change is detectable.

Can the contractor sign on a phone?

Yes, drawn or typed on screen.

Other trades