ValtisDesk

Plumbing supply credit application

Plumbing contractors usually set up an account at the supply house nearest their work, and they want to pick up on terms the same week. 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 plumbing supply houses ask for

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

01
Plumbing license numberMany supply houses ask for it, where the state or city licenses plumbers.
02
Authorized buyersWhich technicians may pick up on the account, often by name.
03
Purchase order rulesWhether a PO or job name is required on each ticket.
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
Pickups start before approvalA technician is at the counter while the application is still on someone's desk.
02
Reference calls take daysSuppliers call each other back between orders, and a missing answer holds up the account.
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 the contractor apply from their phone?

Yes. The application is built for a phone: business details, the principal, three references and a signature drawn on screen.

Can we put the link on our counter?

Yes. There is a QR code and a printable counter sign with your link.

How long does setup take?

About five minutes: add your logo, pick your color and copy the link.

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