ValtisDesk

Landscape supply credit application

Landscapers and irrigation contractors open accounts in a hurry at the start of the season, often from a truck rather than an office. 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 landscape and irrigation suppliers ask for

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

01
Contractor licenseWhere the state licenses landscape or irrigation contractors.
02
Resale certificateFor contractors who resell plants and material to their customers.
03
Authorized buyersCrew leads allowed to pick up on the account.
04
Delivery instructionsJob site drops and who may accept them.
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
Spring is a rushMany new accounts arrive in the same few weeks, and paper forms pile up at the counter.
02
Applicants are in the fieldThey do not have a printer or a fax, but they do have a phone.
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 they apply from the truck?

Yes. The whole application works on a phone, signature included.

Can we put the link on a sign at the counter?

Yes. There is a printable counter sign with a QR code.

How fast is setup?

About five minutes: logo, color, copy the link.

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