ValtisDesk

HVAC supply credit application

HVAC dealers and mechanical contractors open accounts for equipment, parts and refrigerant, and peak season is when they need terms fastest. Here is what the application usually asks for, where the paper version slows down, and how to take it online.

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What HVAC distributors ask for

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

01
Technician certificationRefrigerant sales are restricted to certified technicians, so many HVAC distributors record the EPA Section 608 certification on the account.
02
Contractor licenseThe mechanical or HVAC license, where the state issues one.
03
Authorized buyersWhich technicians may buy on the account.
04
Tax exemptionResale or exemption certificates 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
Season does not waitWhen the first hot or cold week arrives, new dealers need equipment before a paper form makes it back.
02
References are busy tooOther distributors are in the same rush and slow to return reference calls.
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

Can we collect the certification number on Valtis Desk?

The application covers the core of a credit account. Collect the certification when you set up the account in your own system, as you do today.

Do references need an account?

No. They answer a short form from the email, with no login and no PDF.

Is there a free trial?

Yes, a free 7-day trial with no card needed.

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